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Platform App Builder

Certifications Administrator Certifications

Exam Name:  Platform App Builder Description: Platform App Builder Certificat...

Updated 1 year ago by bkryfreshwiki

Salesforce Certified Administrator (SCA / ADM201)

Certifications Administrator Certifications

Exam Name:  Salesforce Certfiied Administrator (SCA) Description: The Salesforce Certi...

Updated 1 year ago by bkryfreshwiki

CPQ Specialist

Certifications Administrator Certifications

Exam Name:  CPQ Specialist Description: The CPQ Specialist certification, or Configure...

Updated 1 year ago by bkryfreshwiki

Advanced Administrator

Certifications Administrator Certifications

Exam Name:  Advanced Administrator Description: The Advanced Administrator certificati...

Updated 1 year ago by bkryfreshwiki

Workflow Outbound Messages

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...

Updated 1 year ago by Jeff Kranz

Workflow Tasks

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...

Updated 1 year ago by Jeff Kranz

Workflow Email Alerts

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...

Updated 1 year ago by Jeff Kranz

Workflow Field Updates

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...

Updated 1 year ago by Jeff Kranz

Workflow Triggers

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...

Updated 1 year ago by Jeff Kranz

Flow's Send Email Core Action + Text Templates

Salesforce Quirks

In Winter 20, Salesforce updated Flow Builder to make text template resources rich text as well a...

Updated 1 year ago by Jeff Kranz

Documentation

Managing a Salesforce Project

Documentation List The following Documents should be part of most, if not every, project: Respo...

Updated 1 year ago by Amber Boaz

Project Phase

Managing a Salesforce Project

Internal Meetings Meetings that should be held: weekly sync-up daily standup (30 seconds per p...

Updated 1 year ago by Amber Boaz

Flow Naming Conventions

Best Practices Flow Conventions

All prefixes apart from Screen Subelements are ALL CAPS. All Names after a prefix are CamelCase w...

Updated 1 year ago by Windyo

Flow Structural Conventions

Best Practices Flow Conventions

Per-Flow Design Flows should have one easily identifiable Triggering Element.This relates to t...

Updated 1 year ago by Windyo

Flow Meta Conventions

Best Practices Flow Conventions

Read these first The official Flows best practice doc. Note we agree on most things.https://he...

Updated 1 year ago by Windyo

Flow General Notes

Best Practices Flow Conventions

As of writing this page, December 12th 2021, Flows are very much on their way to be the primary s...

Updated 1 year ago by Windyo

When you don't follow best practices or just need to do some cleaning

Best Practices

Queries to help you find what to yeet Layouts without page layout assignments (using Tooling API...

Updated 1 year ago by benecrim

Windyo's Chrome Extension List for Admins & Consultants

SFDC Tools

Better Salesforce formula editor Adds another tab in the standard Formula places where you have ...

Updated 1 year ago by Windyo

License Management

Useful Queries

Who has what Salesforce License? SELECT Id, Name, UserName, Profile.Name, Profile.UserLicense.Ma...

Updated 1 year ago by benecrim

Who has what permission?

Useful Queries

A few housekeeping items The permission set object is an amalgamation of Permission Sets and Pro...

Updated 1 year ago by benecrim