Category: Salesforce

As with all things with labels, it’s a good idea to have a naming convention for your flows.

A proper convention allows you and your clients to find what they are looking for easily. It also makes things easier to support, and to create a sense of structure.… Read the rest

Flows are a pivotal feature in Salesforce, and every good enough consultant needs to know how to use them effectively.

Let’s start with naming conventions. Each element in the flow needs a label. They should be clear, consistent, and concise. If more details are needed, place them in the description field.… Read the rest

When building low-code automations in Salesforce, you have two options: Flow and Omniscript.

Flow was designed by Salesforce. As a result, more people are familiar with it. With nearly each release, it gets better and better, as more features are added.… Read the rest

A few readers were curious to know more about yesterday’s email regarding Building flows: go down or go across

Here are a few additional comments.

I generally start all flows using the vertical style. It feels like flows were designed to be used in this way, and it’s usually easy to follow the logic.… Read the rest

Let’s say you design a subflow that attempts to find a contact. After several attempts, if a contact isn’t found, it creates one.

Each attempt tries to find a matching contact using different criterias. For example, find by

1. Email address
2. First and last name
3. Last name and postal code/zip code
4. Last name and birthdate

If attempt 1 doesn’t return any results, you move to attempt 2.… Read the rest

Here’s a question for you: When you update a field to its current value, what happens?

For example, let’s say you have a contact with a phone number of “123 456 7890”. Then you execute a flow that updates the phone number to “123 456 7890”.… Read the rest

Thanks again to everyone who responded to yesterday’s email about updating a record collection.

The most popular solution to test for > 0 records is to simply use a decision element with {Get_Contacts} Is Empty. This is simple and clean, and I’ll adopt this approach going forward.… Read the rest

Thanks to everyone who responded to yesterday’s email about the steps used to verify a record.

The consensus is, most people use {Get_Contact.Id} is blank or {Get_Contact} is blank.

Now, that email was about verifying whether a single record exists or not.… Read the rest

This email is more of a question than a comment. So I’m looking forward to your thoughts.

In flows, it’s common to verify whether a record exists before performing an action. For example, let’s say you need to update a contact if it exists, or create it if it doesn’t.… Read the rest

In Salesforce flows, there’s a relatively new feature called “Update Existing Records”.

It’s only available in Create elements, and it allows you to update existing records instead of creating new ones. This effectively turns the create command into an upsert command.… Read the rest

I must admit, I’m using AI more and more these days. It helps me in numerous ways, but the majority of the time, it’s with development.

Gemini Pro is pretty good with apex coding. With a few prompts, it can create or edit code fairly easily and accurately.… Read the rest

When building a Salesforce package, there are two ways to create and maintain them: 1GP and 2GP.

1GP uses a development org as the source of truth. Most consultants are very familiar with this way of working. You typically start in a DEV sandbox for development, then migrate changes to a UAT sandbox for testing, and finally to production.… Read the rest

Given where Salesforce is headed, there are some things we can do.

As the title “Salesforce consultant” states, we depend on Salesforce for our livelihood. But we are also consultants.

This means there are a number of needed skills that are independent of Salesforce.… Read the rest

During my two week hiatus from these emails, I stopped talking and listened more.

One recurring theme in particular caught my attention: Salesforce is not the company it once was.

This theme presented itself in multiple ways:

• People leaving the Salesforce ecosystem and moving to another career
• Throngs of junior consultants who are out of work
• Comments about how Salesforce is pushing Agentforce down our throats when most organizations are not even close to being ready to adopt it
• With all the recent layoffs, the feeling of the “ohana” slowly dying

As I’ve said several times, our careers are based on a single platform.… Read the rest

When designing long flows or apex, it may make sense to break things up.

One approach is to keep things modular. But then the question becomes, where to break up the logic?

Let’s say when A happens, do B, C, and D.… Read the rest

So you’ve rightly decided to have the home page as the 1st tab in your app. But what should be displayed on this page?

The out-of-the-box home page isn’t sexy at all. It’s a bunch of random widgets that are not usually related to your client’s needs.… Read the rest

When preparing to create a new app in Salesforce, the first step is to determine your audience. Each app should have a specific audience in mind.

For small orgs, one or two apps may be sufficient. But for larger ones, you’ll probably want several.… Read the rest

Let’s cut to the chase. Just because you can create a tab for every custom object you create, doesn’t mean you should.

The question then becomes, when should you and when shouldn’t you? Here are some questions to help you answer that question.… Read the rest

Today is day 1 of Montreal Dreamin. Overall, this year’s event was much better organized than last year. The organizers learned what works and what doesn’t, and then made the necessary changes.

As a speaker, I was able to share how Salesforce freelancers can escape the limits of hourly billing and unlock their full value.… Read the rest

When discussing the recent documentation emails with a colleague today, he mentioned Confluence.

This was a great callout, since when you hear the words “design document”, you usually think about MS Word or Google Docs.

Now, both these solutions work well, as long as they are stored in the cloud.… Read the rest

A reader responded to yesterday’s email about which way to write documentation is the best, or at least which is my preferred way.

The short answer is, whichever way people will actually adopt.

You can write the best documentation on the planet, but if no one updates it after you leave, it’s effectively useless.… Read the rest