Search Results

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...

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...

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 ...

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...

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...

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

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

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.

(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...

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...

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

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...

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. ...

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,...

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...

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,...

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...