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PersonAccounts
Alright so PersonAccounts.We've had issues with PersonAccounts at previous implementations. Some consultants lobbied to bring them back for B2C customers, feeling they deserved another chance.That was a mistake. PersonAccounts are an ass, and we won't be worki...
Why Discord ?
I can give some insight here. In short I chose Discord at the time because it was a more "community-focused" platform and easier to set up for web-based communities. In particular, what led me to Discord was: - the invite links, easily shareable Slack was st...
WINTER 18 RELEASE NOTES
WINTER 18 RELEASE NOTES THE ABRIDGED VERSION- NOW WITH MORE JOKES AND SARCASM CRITICAL STUFF SALESFORCE DX IS NOW GA OMGWTFBBQ The Salesforce CLI Also wooooo LEX changes how it looks. More data per square centimeter, less whitespace, ...
Spring '18 Abridged
The Salesforce Discord Collective Presents:THE SPRING 18 RELEASE NOTES - ABRIDGEDFeaturing Jokes, Sarcasm, and actual cool features GDPR THINGS Salesforce now has a dedicated help page for compliance (https://help.salesforce.com/ar...
Summer '18 Abridged
The Salesforce Discord Collective Presents: THE SUMMER 18 RELEASE NOTES - ABRIDGED Featuring Jokes, Sarcasm, and actual cool features CRITICAL STUFF THEY ADDED A CASE/SWITCH STATEMENT TO APEX. All developers in the world cry in joy. Angels rain down from t...
Winter '19 Abridged
The Salesforce Discord Collective Presents:THE WINTER 19 RELEASE NOTES - ABRIDGEDMay contain nuts CRITICAL STUFF Salesforce For Outlook is slowly being retired and no future patches are planned. All admins should schedule a migration to Out...
Spring '19 Abridged
The Salesforce Discord Collective Presents:THE SPRING 19 RELEASE NOTES - ABRIDGEDAs Exciting as the new Samsung WV9900 release CRITICAL STUFF LEX will be enabled for all orgs starting Winter20. If you follow best practices (you’re not using...
Summer '19 Abridged
The Salesforce Discord Collective Presents:THE SUMMER 19 RELEASE NOTES - ABRIDGEDWe don’t use cookies to track you, but we like chocolate ones As said last time, we stopped separating LEX into a different section. CRITICAL STUFF Quick remin...
Winter '20 Abridged
The Salesforce Discord Collective Presents:THE WINTER 20 RELEASE NOTES - ABRIDGEDCan we speak about the fact that “winter” releases come out when it’s still 35°C like seriously the logo has palm trees Welcome to the hospice Original Territory Management I...
ARCHIVED - Process Builder Bypass
Process Builder is old, decrepit, and deprecated.You can't create new ones, and if you're editing old ones you should be migrating to Flows instead.This is ARCHIVED content, will never be updated, and is here for history reasons. Normally we put bypasses in e...
ARCHIVED - Process Builder Structural Conventions
Process Builder is old, decrepit, and deprecated.You can't create new ones, and if you're editing old ones you should be migrating to Flows instead.This is ARCHIVED content, will never be updated, and is here for history reasons. General Conventions 1. If th...
ARCHIVED - Process Builder Naming Conventions
Process Builder is old, decrepit, and deprecated.You can't create new ones, and if you're editing old ones you should be migrating to Flows instead.This is ARCHIVED content, will never be updated, and is here for history reasons. A Process Builder name SHALL ...
Case Assignment Rules triggering
Sooooooooo - Case Assignment Rules (I'll abbreviate this to CAR) don't actually trigger automatically and never do. To trigger an assignment rule, a user must ALWAYS select "assign using active CAR". The thing is, you can both hide this checkbox, and set it ...
What's the deal with CPQ and DocuSign?
There are two DocuSign for Salesforce CPQ integrations right now. There's one from the Salesforce CPQ install page (install.steelbrick.com/installcpq). This one leverages the SBQQDS.DocusignPlugin plugin and is supported by CPQ Support. There's also a DocuSign...
Object Flow: Creating, Amending, and Renewing Basic Contracts
Placeholder link until media can be embedded: https://i.imgur.com/r42TKjm.mp4
Quote Templates: View XML sent to be processed
To see the XML sent to Salesforce CPQ document generation, paste the following text into your address bar after the salesforce.com/ replacing <quote_id> with the ID of your quote and <template_id> with the ID of your template. /apex/SBQQ__Enhan...
Reset Passwords Using Dev Console
1. Open Developer Console 2. Click the Debug dropdown menu and select the Open Execute Anonymous Window 3. Enter the following to manually set a new password for a user: User usr = [select Id from User where username='ENTER_USERNAME_HERE'];System.setPasswor...
Communities Blackout, Nov 19
Flow's Send Email Core Action + Text Templates
In Winter 20, Salesforce updated Flow Builder to make text template resources rich text as well as plain text. As such, if you have an existing Flow with a text template resource from pre-winter20' you will need to edit the Flow to ensure the proper type is ch...
Web Based Tools
Workbench The one and only tool that everyone should know. If you don't know it, start learning it. It is just the baseline of everything. https://workbench.developerforce.com/login.php?startUrl=%2Fquery.php CloudToolKit Is actually 8 tools - Best practice...