Category: Salesforce

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

There are only a handful of popular ways to document Salesforce. Here are three for your consideration.

1. Design document
Your team usually needs precise instructions on how to configure the platform. A design document, usually written in Google Docs or MS Word, is a common way to communicate these instructions.… Read the rest

Client’s typically don’t use Salesforce to send mass emails. There are lots of good options for mass emailers out there, ones with significantly more features than what Salesforce offers.

However, there are legitimate use cases to just use Salesforce. Two of those are cost and technical simplicity.… Read the rest

A number of readers commented after yesterday’s email about guidelines for helptext. They felt the only thing missing were some examples.

Not wanting to disappoint, here are a few.

Acknowledgement Date
Original: Date of acknowledgement
Better: Date the donation was acknowledged.… Read the rest

When creating fields, it’s best practice to always add a description. Sometimes it’s also a good idea to add helptext. The question becomes, when should you add helptext and what should you write?

To start, here are some samples of what not to write.… Read the rest

Continuing yesterday’s email about keeping the client in mind during implementation…

4. Consistency
There are multiple ways of building something with consistency.
– If you’re taking over an existing platform, use the client’s existing approach. My philosophy is, if you’ve built it wrong, it’s better to be consistently wrong (with some caveats).… Read the rest

When you’re implementing a project or feature for a client, there are some important considerations.

Here are a few to keep in mind.

1. Ease of understanding
As a consultant, you spend countless hours looking at Salesforce. You understand how it works, how to find things, and what to do when things go wrong.… Read the rest

This is a quick reminder that when you’re implementing Salesforce, you’re not actually implementing it for yourself.

At some point in time, your client will inherit what you’ve and your team have built.

This raises the question, will your client understand how to maintain what you’ve built?… Read the rest

I recently obtained my first American nonprofit client for my tax receipting application. Very exciting, as all my previous clients were Canadian.

The app allows you to create multiple receipt templates and you can use automation to assign a template to a specific opportunity.… Read the rest

As a Salesforce consultant, you’re probably quite comfortable with debugging flows. The Debug button is highly visible, and it’s easy to follow the flow’s path and see variable values.

Of course, there are several other ways to debug functionality. Here are three for your consideration.… Read the rest

When building automation, whether that’s flows or apex, you’ll eventually find yourself building business logic.

Business logic is basically a module that performs a certain function in response to a business need. For example, a screen flow that creates contacts may want to first verify whether an existing matching contact exists before creating a new one.… Read the rest

One of the many things I love about this email list is sharing my knowledge with you. But it’s not always a one-way street. Some days I learn from you.

In regards to yesterday’s email, a long-time reader mentioned there’s a more abstract way of knowing an object’s prefix.… Read the rest

It’s very common to write one flow for one specific object. This applies whether it’s a screen flow or an autolaunched flow (This obviously doesn’t apply for record-triggered flows).

For either scenario, you typically pass at least one input text variable (e.g.… Read the rest

As you may know, I’ve been working on Dryad Receipting for Salesforce for a couple of years now. The app saves nonprofits time and reduces stress when generating tax receipts for their donors.

When it first launched, the focus was on the Canadian nonprofit market.… Read the rest

As a followup from yesterday, here’s how I would have written this post.

Availability opening for Salesforce projects in manufacturing

Hi, LinkedIn network — My principal mandate is coming to an end soon. So I’ll be available for new opportunities starting May 15th, 2025.… Read the rest

Talking about specialization or lack thereof, here’s a real world use case about how NOT to advertise you’re available for work.

Below is a post from LinkedIn that appeared in my feed today. I removed the person’s name to keep them anonymous.… Read the rest

There’s a lot of recent chatter on social media about Salesforce certifications. Some consultants are asking whether certs still have any value or not.

Back in the day, certs were a great way to distinguish yourself from competition. And partners shared the total number of certs from their employees as a vanity metric.… Read the rest

It is with great pleasure to announce that I’ll be attending Montréal Dreamin’ this year.

The event takes place on June 5 and 6, 2025 at the Double Tree Hilton. Once again, I’ll be a speaker and a sponsor.

The speech is the same one I did at True North Dreamin (TND), called “Free yourself from hourly billing and unlock your full value”.… Read the rest

Another key point with an advisory retainer is making yourself available 24 hours a day, 7 days a week.

To be clear, “being available” doesn’t mean “being responsive”. It simply means the client can contact you anytime. You can make a best effort to respond ASAP, and even answer after 5pm.… Read the rest

Regarding advisory retainers, here is the exact template I use for quotes.

Feel free to copy+paste and adjust as needed.

This is an advisory role, assisting with strategy and best practices without hands-on involvement. I will meet regularly with the team to review progress, answer any questions, and generally advise the team as needed.… Read the rest