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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

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 4 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 4 years ago by Windyo

Data Extension creation tool

MC Cool Links & Stuff

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

Updated 4 years ago by Windyo

Trailheads we like

Cool Links & Stuff

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

Updated 4 years ago by Windyo

Bypasses

Best Practices

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

Updated 4 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 4 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 4 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 4 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 4 years ago by Windyo

Partner Servers

SFXD Rules Server-wide rules

We don't have any partner servers for the moment. We did, but they became inactive, so we removed...

Updated 4 years ago by Windyo

Job Postings & Requests

SFXD Rules Server-wide rules

If you are submitting a #job-offers please use the following template for easier parsing: ...

Updated 4 years ago by Windyo