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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 ...
Common Flow Problems
A binder or common flow problems and how to work around them
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...
Project Reviews
< Linked files on the top left of this articleA Project Review is a process in which you will try to uncover how your project went from start to finish. It is not: A focus on elements that did not work, A quest to establish blame, A simple meeting, A h...
Cool Links
Name Link David Liu's training course https://bit.ly/go-apex Alex Edelstein's Unofficial SF, rich in Flow goodness https://unofficialsf.com/ (edited) Open Force, the other opensource SF repo https://www.open-force.org/ ...
Windyo's Chrome Extension List for Admins & Consultants
Better Salesforce formula editor Adds another tab in the standard Formula places where you have better inlline editing and highlighting etc This extension now requires payment, and honestly isn't super stable always.We recommend using https://formulon.io to ...
Shills and scammers
Known shills and scammers
Multipicklists and when to use them
Text from image: sorryif I don't get pinged I tend to go off do something elseshort version is multipicklists suckthey suck hard enough to use them to clean my flat when my hoover's on the fritz.longer version is that a multipicklist in SF is literally just...
Sharing and Visibility Architect Study Guide
The Ultimate Guide to report Types
Understanding how to create data sets in Salesforce is key to creating accurate reports. The data you and your users want to report on is not always stored in records from a single object. Many times you will need to join data together from various objects to ...
The Reports & Dashboards starting resources
Name Link Description Salesforce Reporting Workbook Click here This workbook is deprecated and has been for some time. However, if you have no experience at all with reports and dashboards, it shows you the general outline of what is possible and ...
The Discord Tablet
Minor things that make life better
Record Ids and Home page:
Excel that convert SF datetimes to Excel format and vice versa
Public Function ConvertSFDateTime(cel As Range) As Variant Dim strSFDateTime As String, strSFDatePortion As String, strSFTimePortion As String, strCel As String Dim sglCharT As Single, sglCharZ As Single, sglTimeLen As Single Application.Calculation =...
PSCSV
https://github.com/SFXD/PSCSV A powershell script to help Salesforce admins and consultant to save time and do data load operations without having to rely on Excel. Current list of stuff the script can do: transcode a file from one encoding or separator to...
@tsalb's "getting started with VSCODE" list
1) To get started on VSCode + SFDX CLI: https://forcedotcom.github.io/salesforcedx-vscode/articles/getting-started/install. Focus on the "Org Development" model, which you can target production/sandboxes to pull metadata. You would need to create a "SF...
Best/Worst Flows
HereWeGrow02/28/2019 Whoever did this definitely didn't know how to use Subflows cornshark10/18/2019 Another bad example, also due to some non-subflow usage, but mostly due to readabillity issues. Justinn01/08/2020 This definitely won't...
You can't do this with Salesforce