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Workflow Outbound Messages

Best Practices Workflow Conventions

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

Updated 2 years 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years ago by Amber Boaz

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 3 years ago by Windyo

License Management

Useful Queries

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

Updated 3 years 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 3 years ago by benecrim

Content Documents

Useful Queries

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

Updated 3 years ago by benecrim

Approval Processes

Useful Queries

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

Updated 3 years 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 3 years 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 3 years ago by Rosca

SOQL and SOSL Reference

Cool Links & Stuff

https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_...

Updated 3 years ago by Rosca

SFXD Presents - Parsing the new Help site is horrible

Salesforce Quirks

(Like really)(Please don't break my parser)(Plllllllllllllllllllllllllllllllleeeeeeeeeeeeeeeeeeee...

Updated 3 years ago by Windyo

Best of April fools 2021

Great Moments in SFXD History

For april: fools, we changed the server to a MS dynamics server and made the bot slightly overzea...

Updated 3 years ago by Windyo

Find records MUCH faster with these tricks!

Cool Links & Stuff

Here are some neat tricks to help you [impress your coworkers and] navigate to records much faste...

Updated 3 years ago by Solo Admin

How to check if user is in Classic or LEX in a formula field!

Cool Links & Stuff

=IF($User.UIThemeDisplayed = "Theme4d","LEX","Classic") (Thanks @Eloquinn)

Updated 3 years ago by EIyu