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228 total results found

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

Marketing Cloud Release Higlights, curated by @BobboB

MC Cool Links & Stuff

https://mc-release-highlights.herokuapp.com/ Example post:

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...

Useful Regex

Tech tools

Profile Permissions Use this regex to massively replace profile permissions in your editor.Note that for the .profile to contain the field permissions, you will have to query both at the same time. This is because the metadata API only gives permissions tied ...

Date Litterals

The Admin's Training Resources Reports and Dashboards

When creating a report or a list view, you sometimes need to filter based on a dynamic value. Say you want the records of last week for example. In a report, you could do that with the global filter on top of the reporting engine. But say you want Opportunitie...

Official Salesforce Customer For Life Scoping Questionnaire

Cool Links & Stuff

Attached to the article is the old (but still valuable) CFL scoping questionnaire. (Attachments are top left of the article) The purpose of the document is to capture the Customer’s high-level business overview and intended usage of Salesforce.com so that Par...

The official Salesforce Sandbox Preview Checker

Cool Links & Stuff

https://sandbox-preview.herokuapp.com/ Are you taking advantage of the Sandbox Preview window to test, catch, and report bugs before they bite? Enter your Sandbox instance below to determine what needs to be done, based on what instance your sandbox org is ...

The TrailheadDX 2019 meetup

Great Moments in SFXD History

 

Auditing a Salesforce Org

Managing a Salesforce Project

Functional Audit One workshop mid-audit to discuss their processOne workshop after the audit to discuss findings, step forwards General stuff to check Administrator presence - Number of admins, experience, etc. (https://help.salesforce.com/HTViewSolution?id...

The Salesforce Lightning Object Creator (is broken to hell)

Cool Links & Stuff

Lightning Object Creator is completely broken and currently just can't be used. https://object-creator.salesforce.com/

SF Exchange Discord Short Bus

Great Moments in SFXD History

Getting the right (number of) Admins

Best Practices

Salesforce Success ServicesAchieve Outstanding CRM Administration Because Salesforce takes care of many traditional administration tasks, system administration is easier than ever before. Setting up, customizing the application, training users, and “turning o...

Salesforce Optimizer

Cool Links & Stuff

Salesforce is an incredibly powerful tool, but as veteran admins know, maintaining a suite of features across your org can be cumbersome. Salesforce Optimizer takes the guesswork out of how to best maintain features so that they can be enhanced to help your us...