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Project Reviews

Managing a Salesforce Project

< 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

Cool Links & Stuff

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

SFDC Tools

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 ...

Multipicklists and when to use them

Salesforce Quirks

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...

The Ultimate Guide to report Types

The Admin's Training Resources Reports and Dashboards

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

The Admin's Training Resources Reports and Dashboards

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

Great Moments in SFXD History

Minor things that make life better

The Admin's Training Resources

Record Ids and Home page:

Excel that convert SF datetimes to Excel format and vice versa

Tech tools

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

Tech tools

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

Tech tools

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

Great Moments in SFXD History

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

Great Moments in SFXD History

GDPR

The Admin's Training Resources

Name Link GDPR Requirements in Plain English https://www.varonis.com/blog/gdpr-requirements-list-in-plain-english/ Salesforce Official GDPR readiness https://www.salesforce.com/gdpr/overview/ Salesforce Official GDPR Compliance page htt...

David Liu's Process Builder, Flow, or APEX ? Blog Post

The Admin's Training Resources Automation

Workflow, Process Builder, Flow, or Apex? - Salesforce coding lessons for the 99% Ah, the toughest question of our generation! Which tool are you supposed to choose? You’ve all heard the Golden Rule of Salesforce: “Use the simplest tool for the job!” …but d...

We presented at dreamforce 2018!

Great Moments in SFXD History

Permaggedon - 17/05/2019TUTC+2

Great Moments in SFXD History

Early in the morning, things were weird for the EU:   Which.... well, you probably already know the story, but here was the result: ... And its impact on our dear Discord server: During Permaggedon our members made a slew of memes, below are just a...

The Great Logo Change of 2018

Great Moments in SFXD History

So before we went to dreamforce, our logo was this It turns out that using a trademark and then putting it prominently on a presentation that you'll give in the convention of the company that owns the trademark isn't a great idea. Who knew ? Anyway we got ...

Process Builder picklists bug

Salesforce Quirks

If you use PBs a lot, read this. So I have an org that has a huge PB. No one cares. Fine. But what's interesting is they have a LOT of decision nodes. And today I realized some of the nodes referenced "Select One" as a picklist value. Which of course would ne...

Getting the Case Reference Id

Tech tools

# in email {!Case.Thread_Id}​ in apex/other After Winter'16: Your org still has the broken ref ID, but we no longer parse them, because there is no expectation that we would, and the org ID is incorrect. And we no longer parse it due to a change on our end...