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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

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 2 years 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 2 years ago by Windyo

License Management

Useful Queries

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

Updated 2 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 2 years ago by benecrim

Content Documents

Useful Queries

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

Updated 2 years ago by benecrim

Approval Processes

Useful Queries

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

Updated 2 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

Sharing and Visibility Exam - Resoures

Certifications

Credit Tag: Tatiloco https://icodecloud.wordpress.com/2017/04/21/salesforce-sharing-visibility-d...

Updated 3 years ago by Rosca