Advanced Search
Search Results
196 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.
Salesforce Field Service
Best Practices
Naming and architectural conventions that are considered best practice
Cool Links & Stuff
Links to trailhead, blogs, resources... anything we find useful
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.
SFDC Tools
Links to resources for Admins and Developers
SFXD Presentations & Trainings
Trainings and presentations, made for SFXD by SFXD
Useful Queries
A book of queries for things that you want to know in SFDC.
Common Flow Problems
A binder or common flow problems and how to work around them
Shills and scammers
Known shills and scammers
Sharing and Visibility Architect Study Guide
Field Conventions
General conventions about field creation, grouping, naming, etc.
Workflow Conventions
Naming and structural conventions related to workflows
Validation Rule Conventions
Conventions about validation rules, naming, creation, etc
Data Migration Best Practices
An attempt to help you not delete your production database
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.
ARCHIVED - Process Builder Conventions
Process Builder is old, decrepit, and deprecated. You can't create new ones, and if you're editing old ones you should be migrating to Flows instead. This is ARCHIVED content, will never be updated, and is here for history reasons.
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 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
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 ...
Flow Conventions
Naming and structural conventions related to Flows and the Cloud Flow Engine.
Deployments
Deployment Best Practices. Focuses on CI/CD as this is the current best practice.
General 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
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
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
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
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
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
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
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
All Validation Rules MUST contain a Bypass2 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
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
Official Salesforce Docs Understanding the multi-tenant 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
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
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...
2 - Data Migration Step-by-step - Before Loading
Introduction You're going to have to map data from various sources into Salesforce. IT'S THAT BIG MIGRATION TIME. Well let's make sure you don't have to do it again in two days because data is missing, or delete production data. Salesforce does not back up ...
3 - Data Migration Step-by-step - Loading
FIRST STEPS Login to Prod. Is there a weekly backup running, encoded as UTF-8, in Setup > Data Export NopeSelect encoding UTF-8 and click "Export Now". This will take hours.Turn that weekly stuff on.Make sure the client KNOWS it's on.Make sure they have...
Salesforce 2 Salesforce (is horrible)
To summarize real quick: Salesforce to Salesforce, or SF2SF, SF 2 SF, or whatever you want to call it, is a pile of flaming garbage that should have been nuked ages ago. It: uses a shit ton of API requests because it syncs one record at a time can't be au...
Pre-Project Phase
Roadmap Define a Roadmap (Integration 1, 2 etc) and keep the different steps digestible in small iterations. Make sure to set clear expectations for these iterations. Here, it is advisable to focus on Content rather on Timeline. Separation of concerns Clea...
Project Phase
Internal Meetings Meetings that should be held: weekly sync-up daily standup (30 seconds per person max) Pre-sprint and post-sprint meetings Account Management meetings in addition (see Sales) Client Meetings - Set regular (weekly) meetings with the clie...
Post-Project
Lessons LearnedMake sure to follow the Project Review Process Make sure we are learning in our process with With Milestones and Project Review activities. What were the learnings on both sides. Weekly iterations for feedback, change request, and for sign off ...
Documentation
Documentation List The following Documents should be part of most, if not every, project: Responsibility Assignment Matrix Solution Design Integrations Specifications, Development Specifications, Data Dictionary, User Stories spreadsheet, Change Reques...