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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 ...

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...

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...

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...

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...

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 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...

< 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...

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/  ...

https://trailhead.salesforce.com/en/credentials/administrator https://trailhead.salesforce.com/users/00550000006yDdKAAU/trailmixes/prepare-for-your-salesforce-administrator-credential focusonforce.com/salesforce-adm-201-exam-questions/ www.udemy.com/salesf...

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 ...

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...

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 ...

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 ...

Record Ids and Home page:

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 =...

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...

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...