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Platform App Builder
Exam Name: Platform App Builder Description: Platform App Builder Certificat...
Salesforce Certified Administrator (SCA / ADM201)
Exam Name: Salesforce Certfiied Administrator (SCA) Description: The Salesforce Certi...
CPQ Specialist
Exam Name: CPQ Specialist Description: The CPQ Specialist certification, or Configure...
Advanced Administrator
Exam Name: Advanced Administrator Description: The Advanced Administrator certificati...
Workflow Outbound Messages
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Workflow Tasks
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Workflow Email Alerts
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Workflow Field Updates
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Workflow Triggers
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Flow's Send Email Core Action + Text Templates
In Winter 20, Salesforce updated Flow Builder to make text template resources rich text as well a...
Documentation
Documentation List The following Documents should be part of most, if not every, project: Respo...
Project Phase
Internal Meetings Meetings that should be held: weekly sync-up daily standup (30 seconds per p...
Flow Naming Conventions
All prefixes apart from Screen Subelements are ALL CAPS. All Names after a prefix are CamelCase w...
Flow Structural Conventions
Per-Flow Design Flows should have one easily identifiable Triggering Element.This relates to t...
Flow Meta Conventions
Read these first The official Flows best practice doc. Note we agree on most things.https://he...
Flow General Notes
As of writing this page, December 12th 2021, Flows are very much on their way to be the primary s...
When you don't follow best practices or just need to do some cleaning
Queries to help you find what to yeet Layouts without page layout assignments (using Tooling API...
Windyo's Chrome Extension List for Admins & Consultants
Better Salesforce formula editor Adds another tab in the standard Formula places where you have ...
License Management
Who has what Salesforce License? SELECT Id, Name, UserName, Profile.Name, Profile.UserLicense.Ma...
Who has what permission?
A few housekeeping items The permission set object is an amalgamation of Permission Sets and Pro...