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Integration Questions list
- Which direction is the sync going from ? - SF > other system ? - is that system accessible via...
Auditing a Salesforce Org
Functional Audit One workshop mid-audit to discuss their processOne workshop after the audit to ...
Pre-Project Phase
Roadmap Define a Roadmap (Integration 1, 2 etc) and keep the different steps digestible in small...
Multipicklists and when to use them
Text from image: sorryif I don't get pinged I tend to go off do something elseshort version is...
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...