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Official Salesforce Customer For Life Scoping Questionnaire

Cool Links & Stuff

Attached to the article is the old (but still valuable) CFL scoping questionnaire. (Attachments a...

Updated 4 years ago by Windyo

Date Litterals

The Admin's Training Resources Reports and Dashboards

When creating a report or a list view, you sometimes need to filter based on a dynamic value. Say...

Updated 4 years ago by Windyo

Useful Regex

Tech tools

Profile Permissions Use this regex to massively replace profile permissions in your editor.Note ...

Updated 4 years ago by Windyo

Getting the Case Reference Id

Tech tools

# in email {!Case.Thread_Id}​ in apex/other After Winter'16: Your org still has the broken re...

Updated 4 years ago by Windyo

Process Builder picklists bug

Salesforce Quirks

If you use PBs a lot, read this. So I have an org that has a huge PB. No one cares. Fine. But wh...

Updated 4 years ago by Windyo

Administrator - ADM201

Certifications

https://trailhead.salesforce.com/en/credentials/administrator https://trailhead.salesforce.com/u...

Updated 4 years ago by Windyo

The Great Logo Change of 2018

Great Moments in SFXD History

So before we went to dreamforce, our logo was this It turns out that using a trademark and the...

Updated 4 years ago by Windyo

Marketing Cloud Release Higlights, curated by @BobboB

MC Cool Links & Stuff

https://mc-release-highlights.herokuapp.com/ Example post:

Updated 4 years ago by Windyo

We presented at dreamforce 2018!

Great Moments in SFXD History

Updated 4 years ago by Windyo

GDPR

The Admin's Training Resources

Name Link GDPR Requirements in Plain English https://www.varonis.com/blog/gdpr-requireme...

Updated 4 years ago by Windyo

David Liu's Process Builder, Flow, or APEX ? Blog Post

The Admin's Training Resources Automation

Workflow, Process Builder, Flow, or Apex? - Salesforce coding lessons for the 99% Ah, the toug...

Updated 4 years ago by Windyo

You can't do this with Salesforce

Great Moments in SFXD History

Updated 4 years ago by Windyo

@tsalb's "getting started with VSCODE" list

Tech tools

1) To get started on VSCode + SFDX CLI: https://forcedotcom.github.io/salesforcedx-vscode/arti...

Updated 4 years ago by Windyo

PSCSV

Tech tools

https://github.com/SFXD/PSCSV A powershell script to help Salesforce admins and consultant to sa...

Updated 4 years ago by Windyo

Excel that convert SF datetimes to Excel format and vice versa

Tech tools

Public Function ConvertSFDateTime(cel As Range) As Variant Dim strSFDateTime As String, strSFD...

Updated 4 years ago by Windyo

Minor things that make life better

The Admin's Training Resources

Record Ids and Home page:

Updated 4 years ago by Windyo

The Reports & Dashboards starting resources

The Admin's Training Resources Reports and Dashboards

Name Link Description Salesforce Reporting Workbook Click here This workbook is depre...

Updated 4 years ago by Windyo

The Discord Tablet

Great Moments in SFXD History

Updated 4 years ago by Windyo

The Ultimate Guide to report Types

The Admin's Training Resources Reports and Dashboards

Understanding how to create data sets in Salesforce is key to creating accurate reports. The data...

Updated 4 years ago by Windyo

Post-Project

Managing a Salesforce Project

Lessons LearnedMake sure to follow the Project Review Process Make sure we are learning in our p...

Updated 4 years ago by Windyo