In a recent client meeting, they shared that their users complain about a particular page when using Salesforce on a tablet.
Upon reviewing the page, I noticed the page displays one of several flows, based on a status, and includes several Aura components.… Read the rest
Speaking about IdeaExchange, one faithful reader made an interesting point.
Even though some ideas don’t get resolved by Salesforce themselves, sometimes you can find viable alternatives in the comments. This can be a valuable source of information.
Other areas for support can be found in the following:
I’m currently using AI for all my support needs.… Read the rest
Related to the last email, there’s an idea on IdeaExchange to address this issue. Please upvote it so it gets more attention.
Speaking of the IdeaExchange, what’s your take? Are you
Salesforce is awesome, most of the time. The good news is it’s always improving.
One feature I hope they add soon is the ability to delete 0 records.
This occurs when you attempt to delete a collection that contains no records or to delete a single record that doesn’t exist.… Read the rest
When tracking a positive and negative response in Salesforce, most consultants would simply create a boolean field and call it a day. But you’re a “good enough” consultant, so you know there’s another choice.
The other option is a picklist with “True”/”False” or “Yes”/”No” choices.… Read the rest
When creating text fields in Salesforce, you have several options:
For all options except for Text Area, you have a choice of how long you want the field to be.… Read the rest
In Salesforce, you can group fields into two categories:
Non-indexed fields are basic fields that are not lookup, master-detail, audit dates, or system fields. For example, Amount on Opportunity is a non-indexed field.
Indexed fields are special fields.… Read the rest
Formula fields are great because they allow you to place business logic in a field that can be quickly referenced. However there are some drawbacks you should be aware of.
January through April is tax season for nonprofits. Between my nonprofit services and my app that allows nonprofits to generate tax receipts, it’s an extremely busy time of year.
Balancing workloads from multiple clients can be overwhelming. Here are some tips I’ve learned that may be able to help you.… Read the rest
In Salesforce, you have two approaches to give user access to certain records.
When deciding which approach to use, consider this: users with the View All Records or View All Data permissions can view all records regardless of restriction rules.… Read the rest
As you may know, Marc Benioff recently made an odd comment at an event. It was supposed to be humorous, but definitely wasn’t received that way.
This is not the first time he’s made a comment that didn’t land the way he expected it to.… Read the rest
Well, it seems AI is not producing the results we hoped for.
A recent survey has uncovered some interesting facts. For example, although AI helps junior developers produce 35% faster, the results are actually less maintainable.
The main issue is, AI is not good at keeping track of high level architecture and design patterns.… Read the rest
If you’re not a developer, it’s possible you haven’t heard of Heroku before. Heroku is a cloud platform that lets you build apps. It’s basically a competitor to Amazon AWS.
In 2010, Salesforce bought Heroku which made a great place to offload some processing from Salesforce.… Read the rest
When presenting options to a client for a monthly support contract, I’ve noticed a common request.
Rather than you simply do all the work on their behalf, a lot of clients want to be mentored. This presents an interesting dynamic.
On one hand, showing them how to do things will definitely slow things down.… Read the rest
A while back, I wrote an email called you really don’t want to rename standard objects. Recently, a reader asked, “When is it OK to rename an object?”
The short answer is, when
For example, in the nonprofit industry, we deal with organizations and households.… Read the rest
Let’s say you want to start your career as a Salesforce developer. Where do you begin?
If you don’t have a coding background already, this is a challenge.
Here are a few ways to begin:
If you already have coding knowledge, then it’s “just” a matter of learning the syntax and patterns of apex.… Read the rest
Junior Salesforce developers have a tough time these days as AIs have become good enough to replace them.
In the past, it was common for a small development team to have 4 junior devs for each senior dev. Today, a senior dev with an AI can accomplish the same results.… Read the rest
In Salesforce, formula fields have an unusual limit.
Rather than enforce a maximum number of characters, it enforces a 15,000 character compile limit. This limits the number of characters the underline SQL statement can contain.
Interestingly enough, this number can change dramatically without you really noticing.… Read the rest
In the rare moments I respond to an RFP, I mostly treat it like any other project.
Of course you need to make sure you respond to the requirements set in the RFP. So if they ask for your team’s profiles, be sure to include them.… Read the rest
A fellow reader asked the question, “Even before one gets to the RFP stage, how do you even get to the point of getting a prospect? Especially for 1-2 solopreneurs”.
For open RFPs, these are actually hard to find for for-project companies.… Read the rest
Based on reader’s responses and feedback from my post on LinkedIn, when it comes to RPFs, most people seem to fall into the “necessary evil”.
Fellow reader Nicole wrote a LinkedIn article about this topic, I recommend you check it out as it goes into much further depth than I did.… Read the rest
In Salesforce, it’s common to receive Requests for Proposal (RFPs).
Open RFPs are when a client allows anyone to submit their candidacy for a potential project. Closed RFPs are when the client has a shortlist of vendors and only approaches them.… Read the rest
While not usually a best practice, sometimes you need to rename standard objects.
Depending on whether the object is standard, custom, or part of a package, the exact renaming process takes a few shapes.
However once renamed, you may need to retrieve the new label to display in a screen flow.… Read the rest
I’m willing to bet that most Salesforce projects only use a single language. However there are times when more than language is needed.
When that case arises, the main tools used are Custom Labels and the Translation Workbench (TW).
Labels are easy enough to work with.… Read the rest
Whenever working with data, I always use MS Access. Excel is more commonly used, but Access is an actual relational database.
Importing .csv or Excel files takes a couple of clicks. Once there, you can sort, filter, and manipulate data with ease.… Read the rest
Depending on your data source and data import frequency, you have various options to load data into Salesforce. Taking a closer look at the one-in-a-while use case, here are some popular (and free) tools:
1. Salesforce Dataloader
The tried and true dataloader.… Read the rest
Imagine a client hands you a .csv file that needs to be loaded into Salesforce. So, what’s your process?
Here are the steps I usually follow:
As a Salesforce consultant, you’re normally not responsible for managing others.
Buf if you work in a team, you may need to delegate tasks to others, you may need to resolve conflicts, and you may need to coach new recruits.
Given this, let’s take a look at each of them.… Read the rest
Just over a month ago, I made the prediction that Marc Benioff will rename Salesforce (the product) to Agentforce.
A few days ago, it was obvious he’s clearly thinking about it. But not just the product. He’s entertaining the idea of renaming the entire company.… Read the rest
Let’s say you have 13 tasks split across 5 clients, where do you start?
I follow (and recommend) a simplified version of David Allan’s Get Things Done (GTD) approach.
In the original version, there are 5 steps to this approach:
Step 1.… Read the rest