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192 total results found

SFXD Presents - Parsing the new Help site is horrible

Salesforce Quirks

(Like really)(Please don't break my parser)(Plllllllllllllllllllllllllllllllleeeeeeeeeeeeeeeeeeeeeeeeease)   INTRODUCTION One thing that I provide SFXD members (and myself, honestly), is a couple of bots.Those bots do various things, but one of my favourite...

[ADMIN] - How to Delete Multiple Records Without Apex Code in Salesforce

Cool Links & Stuff

Resource Link: https://webkul.com/blog/delete-multiple-records-without-apex-code-in-salesforce/ Explanation: This link is a resource that will help you with mass deleting records without needing to use Apex Code. Making it easier for you to delete unnecessa...

SOQL and SOSL Reference

Cool Links & Stuff

https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select.htm

When you don't follow best practices or just need to do some cleaning

Useful Queries

Queries to help you find what to yeet Layouts without page layout assignments (using Tooling API in Developer Console): SELECT Id, Name, EntityDefinition.MasterLabel FROM Layout WHERE ID NOT IN (SELECT LayoutId FROM ProfileLayout) Permission Sets wi...

Who has what permission?

Useful Queries

A few housekeeping items The permission set object is an amalgamation of Permission Sets and Profiles.  You can determine if a record is a profile by using the "IsOwnedByProfile" field.  You can also query on the permission set permissions to limit results. ...

Content Documents

Useful Queries

Housekeeping ERD for Content Documents When a Content Document is created, a content version record is created.  Each update gets stored as a version and the content document LatestPublishedVersionId is updated. When linking a content document with a record,...

Approval Processes

Useful Queries

Housekeeping Here is the ERD for the Approval Process Objects.  Typically reporting will be done from the Process Instance Step => Process Instance => Process Definition or from the Process Instance => Process Definition. Process Instance Steps Process Step...

License Management

Useful Queries

Who has what Salesforce License? SELECT Id, Name, UserName, Profile.Name, Profile.UserLicense.MasterLabel FROM User WHERE IsActive = true How Many Licenses do I have? SELECT MasterLabel,MonthlyLoginsEntitlement,MonthlyLoginsUsed,Name,Status,TotalLicenses,...

Winter '22 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents:THE WINTER 22 RELEASE NOTES - ABRIDGEDWhen you gaze into the Release Notes, the Release Notes gaze into you CRITICAL STUFF Mandatory MFA is still coming. Last release we highlighted that it wasn’t exactly the best t...

Spring '22 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents:THE SPRING 22 RELEASE NOTES - ABRIDGEDWritten by people who think having a proper RSS feed on official release documentation shouldn’t be this hard. (@SFXD_BOT) CRITICAL STUFF Mandatory MFA is still coming and now h...

Querying Flows and Mass Deleting Old Versions

Useful Queries

A Warning in Advance Via the tooling api, we're going to delete some historic flow versions, this is super useful when you have reached the short limit of 50. However, you can lose useful history that past you might have wanted to save.  Accessing the Toolin...

Avoiding the 5 recipient limit on email action

Common Flow Problems

A Warning in Advance Skipping limits is dumb, you probably shouldn't do it, but history is filled with people doing dumb stuff and getting away with it. What's the worst that could happen here? Maybe an email doesn't get sent, maybe your release manager vomit...

Summer '22 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents:THE SUMMER 22 RELEASE NOTES - ABRIDGEDWe’re proud to announce our rebranding to Einstein SFXD CRM Release Notes Capture Abridginator 3000. CRITICAL STUFF User PII access checkbox change, is part of Enhanced Personal...

Speaking "Data Maintenance"An intro to Data-related presales

Managing a Salesforce Project

Glossary of Partners Mulesoft Salesforce-owned company. Salesforce will tell you about Mulesoft, and forget to tell you if they’re speaking about Anypoint, Composer, or anything else about Mulesoft. Make sure they are targeting the discussion in ways that s...

Winter '23 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents:THE WINTER 23 RELEASE NOTES - ABRIDGEDThis post is proudly sponsored by no one at all. (@SFXD_BOT) CRITICAL STUFF If you ignored LWC syntax errors or Template Warnings you now gotta fix em otherwise you’ll get runti...

Spring '23 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents:THE SPRING 23 RELEASE NOTES - ABRIDGEDNow with an extra 10% reduction in content CRITICAL STUFF blablabla MFA blip bloup. If you read these ARN and you’re STILL not ready honestly you should just be ashamed (or blis...

April Fools '23 - OpenAI-powered bad answers Chatbot

Other Meta SFXD Stuff

Introduction April Fools' pranks are an iconic part of the Internet, ranging from fake articles to site-breaking jokes. Two years ago we did a pretty huge prank where we rebranded the entire Server to Microsoft Dynamics and had the bot answer random stuff in...

Summer '23 Abridged

Salesforce Releases

The Salesforce Discord Collective Presents:THE SUMMER 23 RELEASE NOTES - ABRIDGEDThis marks the 20th release of the ARN.What I’m saying is that next release should be good, because the ARN themselves will be able to drink independently. CRITICAL STUFF Mass Q...

Flow Structural Conventions - Record-Triggered

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 conventions for Record Tr...

Flow Structural Conventions - Scheduled

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 conventions for Record Tr...