Skip to main content

Recently Updated Pages

Workflow Triggers

Best Practices Workflow Conventions

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

Updated 9 months 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 9 months ago by Jeff Kranz

Communities Project Cheat Sheet

Managing a Salesforce Project

COMMUNITIES IN SF CHEAT SHEET Shit to check- what do my users need access to ?- opps ? > Partner...

Updated 9 months ago by Amber Boaz

Auditing a Salesforce Org

Managing a Salesforce Project

Functional Audit One workshop mid-audit to discuss their processOne workshop after the audit to ...

Updated 9 months ago by Amber Boaz

Documentation

Managing a Salesforce Project

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

Updated 9 months 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 9 months ago by Amber Boaz

Pre-Project Phase

Managing a Salesforce Project

Roadmap Define a Roadmap (Integration 1, 2 etc) and keep the different steps digestible in small...

Updated 9 months ago by Amber Boaz

Multipicklists and when to use them

Salesforce Quirks

Text from image: sorryif I don't get pinged I tend to go off do something elseshort version is...

Updated 9 months 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 9 months 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 9 months 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 9 months 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 9 months 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 11 months 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

Content Documents

Useful Queries

Housekeeping ERD for Content Documents When a Content Document is created, a content version re...

Updated 1 year ago by benecrim

Approval Processes

Useful Queries

Housekeeping Here is the ERD for the Approval Process Objects.  Typically reporting will be done...

Updated 1 year ago by benecrim

How to roll your own "ISCHANGED", "PRIORVALUE", and "ISNEW" in before-save flows

Cool Links & Stuff

How to roll your own "ISNEW", "ISCHANGED", and "PRIORVALUE", and in before-save record-edit flows...

Updated 1 year ago by Solo Admin

[ADMIN] - How to Delete Multiple Records Without Apex Code in Salesforce

Cool Links & Stuff

Resource Link: https://webkul.com/blog/delete-multiple-records-without-apex-code-in-salesforce/ ...

Updated 1 year ago by Rosca