Tag Archives: Salesforce Admin

Reporting Enhancements: Retained Table Settings, Smarter Sharing, and Export Disclaimers

Salesforce introduces three major releases every year, each bringing enhancements designed to improve productivity for administrators and business users. The Salesforce Spring ’26 Release continues this trend by delivering several reporting improvements that enhance efficiency, consistency, and data security. Among the most practical updates in this release are retained table settings for dashboard reports, smarter… Read More »

How to Use Scheduled Paths in Salesforce Flow to Automate Follow-Ups

In Salesforce, a record-triggered flow normally runs immediately when a record is created or updated. But what if you want an action to happen after some time — for example, sending a reminder email or creating a follow-up task? That’s where Scheduled Paths in Salesforce Flow Builder come into play. A scheduled path allows you… Read More »