Comprehensive Salesforce administration tools designed specifically for System Administrators to streamline org management and reduce setup time.
The AdminCentral® application is built specifically with the Salesforce® System Administrator in mind, providing comprehensive tools to streamline org management and reduce setup time.
This document will familiarize you with the application by reviewing each of the features within the application. The application and its features provide many resources and tools to help reduce the amount of time it takes you to set-up key operations within your Salesforce® Org.
The functionality of the application has come directly from feedback from colleagues and clients over the years. As our community of users grows, we fully anticipate the growth of the features and functionality to increase.
User Management allows admins to clone users, freeze users, and unfreeze users. In addition, the delegated administration group is not needed as User Management allows admins to delegate certain users to specific permission sets, groups, and queues to assign and remove users.
Quickly create new users by cloning existing user profiles and settings.
Temporarily disable or re-enable user accounts as needed.
The Access Management feature allows you to maintain users for permission sets, assign groups, unassign groups, and queues. Once a user has been given delegated permissions from the User Management tab, the user will have access to the Access Management feature.
The Declarative Builder feature allows you to build a scheduled batch job in a short amount of time. The Declarative Builder provides a variety of builder templates to assist in building your scheduled batch job as quickly as possible.
This template provides you with the steps to set-up an Automation to create Child Record(s) off of a Parent Object and an option to also update the Parent Object in the operation.
Example: Create Invoice Records off of the Account Object, based on a field value on the Account Record. Then update the status field on the Account Record to represent an open Invoice Record has been created.
This template walks you through the setup of an Automation to aggregate child record values to their parent record. The relationship between parent and child can be a Master-Detail relationship or a Look-up relationship.
Example: Performing an aggregation on how many open Case records your Accounts have.
This template is to assist you through the setting up of an Automation to filter specific records within your selected object and perform record updates.
Example: Query Invoice__c Records and the Status__c field to Past Due if Today is greater than the Invoice__c Record's Due_Date__c.
This template will guide you through the setup of an Automation to filter specific records within your selected object and perform a delete operation on those records.
Example: Query Task Records with LastModifiedDate being more than 2 years at the time the batch was run, then delete those tasks.
This template walks you through the setup of an Automation to migrate records from one object, and create new records in any Big Objects you have established within your Org.
Example: Migrating old Invoice__c records that have been paid and the payment date was 2 years from the day the scheduled Automation runs, but migrating those Invoice__c records to a Big Object for storage.
Advanced Field History Tracking provides comprehensive tracking capabilities for field changes across your Salesforce org, with unlimited fields and no expiration dates.
This Maintenance Window feature allows Admins to specify a login window to prevent users from logging into the org. Admins can set the login hours for one profile, multiple profiles, or even schedule a future time window when users cannot log into the org for a brief time period.
Set specific time windows for maintenance activities.
Control access by profile or multiple profiles.
In the event that an error occurs, we capture those errors and store them for you to access in the AdminCentral® Logs. This will provide us with materially valuable information that will be useful in investigating any issues you raise to us.