Salesforce Admin How-To Guides
Each guide covers one recurring admin job end to end - the native route in Setup, the faster route, and the checks that keep the change auditable.
Written for people who already know Salesforce and want the shortest correct path, not an introduction.
16 pages
Data operations
- How to Export Salesforce Data to ExcelFour ways to export Salesforce data to Excel or CSV - reports, Data Loader, the Bulk API, and in-browser SOQL export - and when each one is the right choice.
- How to Mass Update Salesforce Records SafelyA safe procedure for mass updating Salesforce records: scope with SOQL, snapshot before, batch the import, and verify after - with the automation traps to check first.
- How to Export Salesforce Reports and List ViewsExport a Salesforce report or list view to CSV or Excel, including the size limits each format hits and when to switch to a SOQL export instead.
- How to Schedule a Recurring Salesforce Data ExportThree ways to get a Salesforce data export on a schedule - the native Weekly Export, a scheduled Bulk API job, and the difference between a backup and a working dataset.
Permissions and access
- How to Compare Two Profiles in SalesforceCompare two Salesforce profiles field by field: the native Setup route, the permission types worth diffing, and how to keep the result auditable.
- How to Log In as Another User in SalesforceLog in as another Salesforce user to reproduce a permission issue - the Setup route, the permissions required, and how to switch orgs without losing your place.
- How to Check Field-Level Security in Salesforce FastCheck field-level security in Salesforce without clicking through Setup: where FLS lives, how it interacts with profiles and permission sets, and faster ways to read it.
Monitoring
- How to Check Salesforce Org LimitsCheck Salesforce org limits - API calls, data storage, file storage, and daily email - from Setup, the limits API, and the browser, before you hit them.
- How to Monitor Salesforce Logins and EventsMonitor Salesforce login history and event data: where to find failed logins, what the audit trail does and does not record, and what to review weekly.
Metadata
- How to Create Multiple Custom Fields in Salesforce QuicklyCreate custom fields in Salesforce in bulk - the Setup wizard, metadata deployment, and in-browser field creation - plus the naming rules to settle first.
- How to Retrieve Salesforce Metadata Without the CLIRetrieve Salesforce metadata - objects, fields, layouts, profiles - using the Metadata API, the CLI, or an in-browser viewer, and when each is worth the setup.
Change sets
- How to Create and Deploy a Salesforce Change SetStep by step: create an outbound change set, upload it, and deploy it as an inbound change set - plus the deployment connection you need between orgs before any of it works.
- Change Sets vs Metadata API Deployments: Which to UseChange sets and Metadata API / CLI deployments solve the same problem differently. Here is when each one is the right choice, and what a change set genuinely cannot do.
APIs
AI SOQL
Deduplication
Other resources
- SOQL Query Library for Salesforce AdminsA growing library of copy-paste SOQL queries for Salesforce admins: counts, date filters, duplicates, aggregates, relationship queries, and ownership audits.
- Salesforce Admin Tool ComparisonsHonest comparisons of the tools Salesforce admins use every day - Salesforce Inspector, Workbench, Data Loader, and the CLI - and where each one fits.
- Salesforce Admin GlossaryPlain-English definitions of the Salesforce terms admins run into daily - SOQL, governor limits, permission sets, field-level security, record types, and more.