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GDPR

The Admin's Training Resources

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

Updated 2 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 2 years ago by Windyo

You can't do this with Salesforce

Great Moments in SFXD History

Updated 2 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 2 years ago by Windyo

PSCSV

Tech tools

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

Updated 2 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 2 years ago by Windyo

Minor things that make life better

The Admin's Training Resources

Record Ids and Home page:

Updated 2 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 2 years ago by Windyo

The Discord Tablet

Great Moments in SFXD History

Updated 2 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 2 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 2 years ago by Windyo

Salesforce 2 Salesforce (is horrible)

Salesforce Quirks

To summarize real quick: Salesforce to Salesforce, or SF2SF, SF 2 SF, or whatever you want to ca...

Updated 2 years ago by Windyo

1 - Data Migrations Checklist

Best Practices Data Migration Best Practices

The following is a semi-profanity-ridden attempt at explaining one way to do data migrations whil...

Updated 2 years ago by Windyo

Data Extension creation tool

MC Cool Links & Stuff

https://create-de-heroku.herokuapp.com/index.html

Updated 2 years ago by Windyo

Trailheads we like

Cool Links & Stuff

Basic Trailheads Consultant:https://trailhead.salesforce.com/en/content/learn/modules/consulting...

Updated 2 years ago by Windyo

Bypasses

Best Practices

We reference "bypasses" in a number of these conventions. Bypasses are administrator-defined che...

Updated 2 years ago by Windyo

Grouping fields

Best Practices Field Conventions

If the organization is home to multiple services, the field API name SHOULD be prepended with th...

Updated 2 years ago by Windyo

Vendor Perks

SFXD Rules Vendors

You get to read #vendors-basic-info You get a fancy role - we can change the role color to matc...

Updated 2 years ago by Windyo

Channels & General Etiquette

SFXD Rules Server-wide rules

#general can be used for anything including banter and support requests. Anything in the Automate...

Updated 2 years ago by Windyo

Basic rules for Vendors

SFXD Rules Vendors

The basic rules for the server apply to everyone. If you have not done so, please read #basic-inf...

Updated 2 years ago by Windyo