General Administration:

1. Trailhead:

   • Tool: Salesforce Trailhead

   • Tip: Encourage your team to regularly complete Trailhead modules to stay updated on the latest features and best practices.

2. Salesforce Optimizer:

   • Tool: Salesforce Optimizer

   • Tip: Run the Salesforce Optimizer regularly to receive personalized recommendations for improving your Salesforce instance.

3. Change Sets and Salesforce CLI:

   • Tools: Change Sets, Salesforce Command Line Interface (CLI)

   • Tip: Use Change Sets for deploying configuration changes between environments and leverage Salesforce CLI for more advanced deployment scenarios.

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Data Management:

1. Data Loader:

   • Tool: Salesforce Data Loader

   • Tip: Use Data Loader for bulk data imports and updates, ensuring data integrity and consistency.

2. Data Archiving:

   • Tip: Establish data archiving processes to maintain a lean database and improve system performance.

3. Duplicate Management:

   • Tool: Salesforce Duplicate Management

   • Tip: Implement and regularly review duplicate management rules to maintain clean and accurate data.

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Security:

1. Profiles and Permission Sets:

   • Tip: Follow the principle of least privilege by assigning only necessary permissions to profiles and using permission sets for additional access.

2. Two-Factor Authentication (2FA):

   • Tip: Enable 2FA for increased security, especially for users with administrative privileges.

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Automation:

1. Process Builder and Flows:

   • Tools: Process Builder, Flows

   • Tip: Use Process Builder for simple workflows and Flows for more complex business processes, keeping automation organized and efficient.

2. Scheduled Jobs:

   • Tip: Schedule jobs during non-business hours to minimize impact on users and system performance.

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Monitoring and Analytics:

1. Reports and Dashboards:

   • Tip: Regularly review and update reports and dashboards to ensure they align with evolving business needs.

2. Event Monitoring:

   • Tip: Enable Event Monitoring to track user activity and system performance, aiding in troubleshooting and security monitoring.

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Documentation:

1. Custom Metadata Types:

   • Tip: Use Custom Metadata Types for configurable settings, reducing the need for hardcoded values in formulas and code.

2. Documentation Tools:

   • Tip: Document your Salesforce configuration, customizations, and processes using tools like Confluence or Salesforce-native tools like Salesforce Architect.

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Continuous Improvement:

1. Sandbox Strategy:

   • Tip: Implement a robust sandbox strategy with multiple environments for development, testing, and staging before deploying changes to production.

2. User Training:

   • Tip: Invest in regular user training to ensure that users are familiar with new features and changes in the Salesforce environment.

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By incorporating these tools and tips into your Salesforce administration practices, you can maintain a well-optimized, secure, and efficient Salesforce instance for your organization.