Skip to main content
Advanced Search
Search Terms
Content Type

Exact Matches
Tag Searches
Date Options
Updated after
Updated before
Created after
Created before

Search Results

214 total results found

SFXD Internal

Information about SFXD itself

Salesforce Core

Stuff related to Salesforce Core, excluding other clouds

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

The Admin's Training Resources

Links and information for admins.

Great Moments in SFXD History

Things we want to keep for later

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 support representative for Salesforce CPQ.

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

SFXD Rules

These apply to everyone, everywhere

Vendors

SFXD Rules

Special rules if you represent an Appexchange, an ISV, Saleforce, etc

Field Conventions

Best Practices

General conventions about field creation, grouping, naming, etc.

Workflow Conventions

Best Practices

Naming and structural conventions related to workflows

Validation Rule Conventions

Best Practices

Conventions about validation rules, naming, creation, etc

Data Migration Best Practices

Best Practices

An attempt to help you not delete your production database

Reports and Dashboards

The Admin's Training Resources

Some tips for reporting and dashboards. May contain videos, guides, help pages, etc.

Automation

The Admin's Training Resources

Everything related to Process Builder, Flows, Workflows, Approvals, etc.

Process Builder Conventions

Best Practices

Naming and structural conventions related to Process Builder

Implementation

CPQ Knowledge from SFCPQ Victor

Information regarding implementing Salesforce CPQ.

CPQ
QTC

CPQ Information

CPQ Knowledge from SFCPQ Victor

General information related to Salesforce CPQ.

Troubleshooting

CPQ Knowledge from SFCPQ Victor

Troubleshooting tips and resources.

Big Objects

Best Practices

Big objects are Salesforce's take on NoSQL (although it works just like common SQL). It allows large data storage on Salesforce's servers. Ideal for Big Data and compliance scenarios.

Mass Update Access to Objects And Fields For Profiles And Permission Sets

Best Practices

If you need to update Object-level permissions (CRED) or Field level Permissions (FLS) for a large number of Objects, Fields, Profiles, or Permission Sets, rather than manually clicking dozens of checkboxes on multiple pages, it is sometimes easier and faster ...

Sharing Architecture

Guide to Passing Sharing and Visibility...

Record-Level Access

Guide to Passing Sharing and Visibility...

Implicit Sharing

Guide to Passing Sharing and Visibility...

Territory Management

Guide to Passing Sharing and Visibility...

Flow Conventions

Best Practices

Naming and structural conventions related to Flows and the Cloud Flow Engine

Administrator Certifications

Certifications

Administrator certifications cover the core functionality of the Salesforce platform. Covering the bulk of the general salesforce skills the Administrator pathway is where many will begin their Salesforce journey. For an overview of the Administrator level...

Certification
Exam
ADM201
SCA

Channels & General Etiquette

SFXD Rules Server-wide rules

#general can be used for anything including banter and support requests. Anything in the Automated category is automated. Posting in there can be done, but most have it muted. So you probably won't get an answer. #random is where memeing takes place #nsfw-ran...

Roles

SFXD Rules Server-wide rules

You can have multiple roles. Normal Roles Normal roles cannot be tagged, but are displayed in the sidebar. Use this if you want to display what your current job description is. To get a Normal role, please use one of the following in the #r...

Job Postings & Requests

SFXD Rules Server-wide rules

If you are submitting a #job-offers please use the following template for easier parsing: [Status] Open [Duration] X months [Location] Remote [Compensation] 1B€ [Description] Know Salesforce. Advise the VP on ...

Bots

SFXD Rules Server-wide rules

You may use Dyno to listen to music. Simply join a voice channel and use #jukebox-requests to request a playlist. Useful commands: ?play <whatever> - searches for a song and plays it?nowplaying - displays Now Playing?skip - skips ...

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 them.

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-info.We are considering you to be familiar with these rules as you have read them enough to see how to become a vendor ;) In addition, there are two extra rules for ...

Vendor Perks

SFXD Rules Vendors

You get to read #vendors-basic-info You get a fancy role - we can change the role color to match your branding as long as you give us a hex code. Note that dark colors are nigh-unreadable on Discord though. You get access to #vendors - your privileged conta...

General Conventions

Best Practices Field Conventions

All Naming Conventions Are RFC 2119 and RFC 6919 compliant. All field API names MUST be written in English, even when the label is in another language. All field API names MUST be written in PascalCase. Fields SHOULD NOT contain an underscore in the fields ...

Grouping fields

Best Practices Field Conventions

If the organization is home to multiple services, the field API name SHOULD be prepended with the name of the service that required the field, followed by an underscore. This MUST NOT be the case if there is only one service using the object. If several...

Workflow Triggers

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...

Workflow Field Updates

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...

Workflow Email Alerts

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...

Workflow Tasks

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...

Workflow Outbound Messages

Best Practices Workflow Conventions

Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...

Validation Rule Metadata Conventions

Best Practices Validation Rule Conventions

The Validation Rule Name MUST try to explain in a concise manner what the validation rule prevents. Note that conciseness trumps clarity for this field. All validation Rules API names MUST be written in PascalCase. Validation Rules SHOULD NOT contain an und...

Validation rules writing conventions

Best Practices Validation Rule Conventions

All Validation Rules MUST contain a Bypass Rule check. Wherever possible, a Consultant SHOULD use operators over functions. All possible instances of IF() SHOULD be replaced by CASE() Referencing other formula fields should be avoided at all cost...

Bypasses

Best Practices

We reference "bypasses" in a number of these conventions. Bypasses are administrator-defined checkboxes that allow you to massively deactivate automations and validation rules with a simple click. They avoid that awkward feeling when you realize that you need...

Salesforce Architecture resources

Cool Links & Stuff

Official Salesforce Docs Undesrstanding the multinenant Architecture https://www.developerforce.com/media/ForcedotcomBookLibrary/Force.com_Multitenancy_WP_101508.pdf https://developer.salesforce.com/wiki/multi_tenant_architecture ...

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 while following best practices. It is rather long and laced with colorful language. If you have read it already, or if you want to avoid the profanity, you can consult...

Trailheads we like

Cool Links & Stuff

Basic Trailheads Consultant:https://trailhead.salesforce.com/en/content/learn/modules/consulting_partner_basics BA:https://trailhead.salesforce.com/en/content/learn/trails/force_com_admin_beginnerhttps://trailhead.salesforce.com/en/content/learn/trails/force...