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How to check off records on a list view and pass them all to a Flow (button)
Flow Actions are really useful! However, they aren't available everywhere. This article will tell...
Speaking "Data Maintenance"An intro to Data-related presales
Glossary of Partners Mulesoft Salesforce-owned company. Salesforce will tell you about Mulesof...
Passing a list of Ids to a Flow from a related list in LEX
Source: https://www.xbaf.com/flow-list-buttons Submitting multiple records to Flows “How do...
General Conventions
All Naming Conventions Are RFC 2119 and RFC 6919 compliant. All field API names MUST be written ...
Avoiding the 5 recipient limit on email action
A Warning in Advance Skipping limits is dumb, you probably shouldn't do it, but history is fille...
Querying Flows and Mass Deleting Old Versions
A Warning in Advance Via the tooling api, we're going to delete some historic flow versions, thi...
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...
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...
Content Documents
Housekeeping ERD for Content Documents When a Content Document is created, a content version re...
Approval Processes
Housekeeping Here is the ERD for the Approval Process Objects. Typically reporting will be done...
How to roll your own "ISCHANGED", "PRIORVALUE", and "ISNEW" in before-save flows
How to roll your own "ISNEW", "ISCHANGED", and "PRIORVALUE", and in before-save record-edit flows...