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Summer '20 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents:THE SUMMER 20 RELEASE NOTES - ABRIDGEDBest read from 1.5m distance CRITICAL STUFF Lightning Sync will be retired in Winter 21. Recommended integration path: Einstein Activity Capture. This is the what, 5th release i...

How to roll your own "ISCHANGED", "PRIORVALUE", and "ISNEW" in before-save flows

Cool Links & Stuff

How to roll your own "ISNEW", "ISCHANGED", and "PRIORVALUE", and in before-save record-edit flows   UPDATE: As of Summer 21, all of this can be done natively, and will perform better since it doesn't require any extra queries. To check ISNEW(), simply check...

Object Permissions - Basic Functionality

Best Practices Mass Update Access to Objects And Field...

When dealing with Profiles and CRED there are three objects involved: Profile object PermissionSet object ObjectPermissions object Note: Every Profile has a corresponding child PermissionSet record, as indicated by the ProfileId field on the PermissionSet ...

Field Permissions - Basic Functionality

Best Practices Mass Update Access to Objects And Field...

Field-Level Security works very similarly to Object-Level Permissions. When dealing with Profiles and FLS, there are three objects involved: Profile object PermissionSet object FieldPermissions object Note: Every Pro...

Query CRED And FLS Permissions - Examples

Best Practices Mass Update Access to Objects And Field...

Query All Permissions To get a list of every CRED setting for every Profile and Permission Set in Salesforce run the following query, or use Data Loader to export all ObjectPermissions records with the following fields: SELECT Id, ParentId, Parent.ProfileId,...

Updating, Deleting, and Adding Permissions

Best Practices Mass Update Access to Objects And Field...

After running your query you will have a table describing access for all objects/fields where at least one profile or permission set has some kind of access. This is an important concept to understand. If no Profiles or Permission Sets have access to an Object...

Important Notes

Best Practices Mass Update Access to Objects And Field...

General Upserts are generally not recommended due to the extremely slow speed. It will most likely take much longer to make the upsert than it would to split the records into separate Insert and Update files. As stated above, you cannot h...

Notable SFDX Plugins and Resources

SFDC Tools

shane-sfdx-plugins Lots of commands from Shane McLaughlin, notable ones are a Skinny Profile converter, some neat GitHub automation, lwc css merging, and sobject creation  awesome-sfdx-plugins Shane's "awesome" repo for listing out community plugins. Doe...

sfdx
sfdx-cli

Winter '21 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents:THE WINTER 21 RELEASE NOTES - ABRIDGEDBy reading these release notes, you forfeit your place to Dreamforce this year in favour of an SFXD member. Oh wait… CRITICAL STUFF Guest User Nerfed to hell, literally unplayab...

Communities Project Cheat Sheet

Managing a Salesforce Project

COMMUNITIES IN SF CHEAT SHEET Shit to check- what do my users need access to ?- opps ? > Partner- reports ? > Probably Partner- which records do my users need access to ?- stuff they own or are explicitely linked to ?- or shit that'll need sharing rules ? > P...

Communities Deployment Hell

Managing a Salesforce Project

soCommunitiesthey are split into multiple things in the backenda Networka Siteand some other free floating shit like the guest user, profile access, etc.Network is what you think about when you read Communitiesit's where the comm builder etc livesthe Site is h...

Flow General Notes

Best Practices Flow Conventions

Generalities As of writing this page, August 10th 2023, Flows are primary source of automation on the Salesforce platform. We left this sentence because the earlier iteration (from 2021) identified that Flows would replace Process Builder and we like being ri...

Flow Meta Conventions

Best Practices Flow Conventions

Read these Resources first The official Flows best practice doc. Note we agree on most things. Specifically the need to plan out your Flow first. The Flows limits doc. If you don't know the platform limits, how can you build around them? The Trans...

What Automation do I create Flowchart

Best Practices Flow Conventions

Flow Structural Conventions - Common Core

Best Practices Flow Conventions

As detailed in the General Notes section, these conventions are heavily opinionated towards maintenance and scaling in large organizations. The conventions contain: a "common core" set of structural conventions that apply everywhere (this page!) conventions ...

Summer '21 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents: THE SUMMER 21 RELEASE NOTES - ABRIDGED :doge: to the moon 🚀 CRITICAL STUFF Multi Failure Authentication will be mandatory by Feb. 1, 2022. Yes, this can impact some API Users, and yes, criteria for MFA will probabl...

Spring '21 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents:THE SPRING 21 RELEASE NOTES - ABRIDGEDAs Exciting as the new Samsung WF50R8500A release CRITICAL STUFF CRUD permissions fully removed from Guest User. Last release, they only set it to FALSE. Yes, it’s always been g...

The state of SFXD, Year 5

Other Meta SFXD Stuff

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | | | SFXD and the Mod Team PRESENT ...

How to check if user is in Classic or LEX in a formula field!

Cool Links & Stuff

=IF($User.UIThemeDisplayed = "Theme4d","LEX","Classic") (Thanks @Eloquinn)

Best of April fools 2021

Great Moments in SFXD History

For april: fools, we changed the server to a MS dynamics server and made the bot slightly overzealous in its preaching of bill Gates. good times ensued.