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SFXD Internal
Information about SFXD itself
Partner Servers
We don't have any partner servers for the moment. We did, but they became inactive, so we removed...
Reports and Dashboards
Some tips for reporting and dashboards. May contain videos, guides, help pages, etc.
Automation
Everything related to Process Builder, Flows, Workflows, Approvals, etc.
Process Builder Conventions
Naming and structural conventions related to Process Builder
Implementation
Information regarding implementing Salesforce CPQ.
CPQ Information
General information related to Salesforce CPQ.
Troubleshooting
Troubleshooting tips and resources.
Big Objects
Big objects are Salesforce's take on NoSQL (although it works just like common SQL). It allows la...
Mass Update Access to Objects And Fields For Profiles And Permission Sets
If you need to update Object-level permissions (CRED) or Field level Permissions (FLS) for a larg...
Channels & General Etiquette
#general can be used for anything including banter and support requests. Anything in the Automate...
Roles
You can have multiple roles. Normal Roles Normal roles cannot be tagged, but ...
Job Postings & Requests
If you are submitting a #job-offers please use the following template for easier parsing: ...
Bots
You may use Dyno to listen to music. Simply join a voice channel and use #jukebox-requests to req...
Basic rules for Vendors
The basic rules for the server apply to everyone. If you have not done so, please read #basic-inf...
Validation Rule Conventions
Conventions about validation rules, naming, creation, etc
Vendor Perks
You get to read #vendors-basic-info You get a fancy role - we can change the role color to matc...
General Conventions
All Naming Conventions Are RFC 2119 and RFC 6919 compliant. All field API names MUST be written...
Grouping fields
If the organization is home to multiple services, the field API name SHOULD be prepended with th...
Workflow Triggers
A workflow trigger MUST always be named after what Triggers the workflow, and not the actions. In...
Workflow Field Updates
A Workflow Field Update MUST Start with FU, followed by a number corresponding to the number of ...
Workflow Email Alerts
A Workflow Email Alert MUST Start with EA, followed by a number corresponding to the number of...
Workflow Tasks
A Workflow Task Unique Name MUST Start with TSK, followed by a number corresponding to the num...
Workflow Outbound Messages
An Outbound Message Name MUST Start with OM, followed by a number corresponding to the number ...
Validation Rule Metadata Conventions
The Validation Rule Name MUST try to explain in a concise manner what the validation rule preven...
Validation rules writing conventions
All Validation Rules MUST contain a Bypass Rule check. Wherever possible, a Consultant SHOULD...
Bypasses
We reference "bypasses" in a number of these conventions. Bypasses are administrator-defined che...
Salesforce Architecture resources
Official Salesforce Docs The architecture Resources page Probably my favourite page in the Sale...
1 - Data Migrations Checklist
The following is a semi-profanity-ridden attempt at explaining one way to do data migrations whil...
Data Migration Best Practices
An attempt to help you not delete your production database
Workflow Conventions
Naming and structural conventions related to workflows
Salesforce Core
Stuff related to Salesforce Core, excluding other clouds
The Admin's Training Resources
Links and information for admins.
Marketing Cloud
Project Management
Stuff about project management.
Abridged Release Notes
Our most well-known piece of content
Salesforce CPQ
Self-Development/Management
A section about how to develop oneself or manage people.
SFXD Rules
Basic information about how to behave in the community
Best Practices
Naming and architectural conventions that are considered best practice
Certifications
Stuff about how to pass certifications, etc
Cool Links & Stuff
Links to trailhead, blogs, resources... anything we find useful
MC Cool Links & Stuff
Links and extra stuff we like about marketing cloud
Salesforce Quirks
Stuff that is working as designed, but the design is meh
Managing a Salesforce Project
General advice about Salesforce-related PM
Great Moments in SFXD History
Things we want to keep for later
Field Conventions
General conventions about field creation, grouping, naming, etc.
Tech tools
Links to other tools that may be useful when dealing with Salesforce
Managing your team
Some stuff about team management
Other Meta SFXD Stuff
Salesforce Releases
We needed a Book, so here's a Boo.
CPQ Knowledge from SFCPQ Victor
A collection of random tips, knowledge, and information procured by Victor - a senior Tier 3 supp...
User Profiles
For people who want to list what others can contact them about
SFDC Tools
Links to resources for Admins and Developers
Surveys
SFXD Member Career Stories
Tsalb's Presentations
A few presentation Tsalb wrote/gives. These are public and for redistribution.
SFXD Presentations & Trainings
Trainings and presentations, made for SFXD by SFXD
Server-wide rules
These apply to everyone, everywhere
Vendors
Special rules if you represent an Appexchange, an ISV, Saleforce, etc
Trailheads we like
Basic Trailheads Consultant:https://trailhead.salesforce.com/en/content/learn/modules/consulting...