Category: Salesforce

There was a recent conversation in a Salesforce Slack community about which tools and applications independent consultants use.

When you’re not billing by the hour, being efficient is important. Various tools and apps can make a significant difference.

If you’re billing by the hour, why even buy a faster computer?… Read the rest

I’ve seen this situation far too many times. Regardless of how well you plan, regardless of how much time you allocate for UAT, it still happens.

That’s right. The client promises to test your Salesforce project when called upon. They positively respond to all your communications about it, what is expected of them, and how you’ll tirage their feedback.… Read the rest

Not surprisingly, there are tons of articles and videos about how to invoke a screen flow from a custom button on a list view. What is surprising is how nearly all of them are incomplete.

To bring you up to speed, to invoke a screen flow from a list view, you need to create a list button instead of an action.… Read the rest

No one really seems to enjoy multi-value picklists (MVPs). Like many things in the ecosystem, while it seems great in theory, it adds complications in practice. Even Salesforce recently added a warning message before you create one.

So what are the alternatives to MVPs?… Read the rest

Today was the Agentforce World Tour in Toronto, and I wish I had a recap for you.

Let’s start at the beginning. I was prepared for a long day. The flight from Montreal departed at 6.45am and arrived in Toronto around 8.30am.… Read the rest

A quick heads-up!

As the title suggests, I’ll be at the Agentforce World Tour in Toronto next week. It’s a one-day affair on Thursday, Dec 12, 2024.

Details are at https://www.salesforce.com/events/world-tour/toronto/

It’s cute how Salesforce is now appending the word “Agentforce” in front of everything they do these days.… Read the rest

Imagine you have a client that’s not really invested in the Salesforce project. They might have been told they need to use Salesforce, or they are reluctant to change. Either way, they don’t really want it.

My colleague is going through this exact experience right now.… Read the rest

A colleague of mine was discussing an issue he has with a new Salesforce client.

During meetings, the client doesn’t respond to most questions. They don’t seem to want to understand business requirements, agile, sprints, sign offs, etc. In fact, they show very little interest in the project at all.… Read the rest

So you’re past the point of no return (PPNR) in your Salesforce project. This is despite the fact that you’re working with a good client and your contract doesn’t mention this predicament.

Here are a few options to consider:

Just finish the project
We know it’s common for a client to try and add scope to a project.… Read the rest

Several years ago, I fundamentally changed the way I do business. As such, my perception of business and client relationships have changed as well.

To this end, my contracts are very basic. I don’t like to spell out everything that will be done, and the penalties if things go wrong, as it feels petty for my tastes.… Read the rest

Yours truly was featured in Salesforce Ben’s article, 20 Most Popular Salesforce Admin & Developer Blogs 2024.

This is particularly interesting because I had no idea this was going to happen. Someone on LinkedIn connected with me last week saying they saw my name on the website.… Read the rest

Up until a year and a half ago, nonprofits using Salesforce had only one choice. They would start with Salesforce, and then install the Nonprofit Success Pack (NPSP). Today more than 50,000 nonprofits actively use it.

Then Salesforce introduced the Nonprofit Cloud (NPC).… Read the rest

Towards the end of your Salesforce app development, you’ll start shifting your focus on how to list it. There are two main ways to list an app:

1. As an unlisted app
2. On the Salesforce AppExchange

As an unlisted app, you simply need to share a published link with your client.… Read the rest

When starting to build an app, you probably have tons of ideas about which features to include. But once you start talking to prospects and clients, be open to their feedback. It’s not easy to think of every feature your clients need, and if your clients want something, they will let you know.… Read the rest

There are several key differences between consulting and app development. Here are a few for your consideration:

Number of clients
When you do contract work, you are building for just one client. Your focus is entirely based on their particular business needs.… Read the rest

Salesforce consulting is awesome. There are thousands of Salesforce partners that do it, from single person shops to agencies with thousands of employees and/or subcontractors.

You can build an entire career as a consultant and maintain it until you retire.

However, there are some drawbacks.… Read the rest

As a Salesforce consultant, you’ll often have to host demos of your work to your client. Demos are only useful with data, so at some point, you’ll need to create some.

Now, I’ve heard of an interesting story with a valuable lesson.… Read the rest

Like Salesforce, MS Access uses a relational database. This means each Access table can represent a single SF object. And once in Access, you have multiple tools at your disposal for data transformation.

The first step is to export data from SF and import it into Access.… Read the rest

A number of readers asked me for more information about the Salesforce data management tool I built.

It’s basically a MS Access database with a Salesforce Dataloader integration. This means it can be used to:

• Export data from Salesforce directly into an MS Access table
• Insert, update, and delete data from a MS Access table to Salesforce

Additional features:

• Single screen for a better user experience
• No more playing around with .csv

One of my favorite Salesforce activities is cleaning up technical debt. With one of my current clients, we’ve been moving data from custom fields to standard fields and objects.

For example, the contact object had the following:

• A field called Organization, which is different than Account
• Custom fields called Assistant1, Assistant2, Assistant3, as some people had 1, 2, or 3 assistants
• 7 recordypes, which all used the same different layouts, but the same fields were displayed

The account object had:

• A custom field called Street, City, Zip, and State, because they didn’t like the label Billing Address or Shipping Address
• Sometimes was the name of a contact, as they only reported on accounts.

Today is Thanksgiving in Canada. While it’s not as huge of an event as in the US, it’s still a significant moment.

The origin of the celebration is to give thanks for a good harvest. Since most of us are not farmers anymore, we extended the moment of gratitude to include friends and family.… Read the rest

The other day, a friend told me a funny story. He was asked by a colleague to review their work before merging it into the main development sandbox.

The colleague started by explaining the purpose of the feature they designed and built.… Read the rest

When you name a field, there are two definitions to consider

1. The field label, which is shown to your users
2. The field name (or API name), which is the technical name used by systems

When you rename either of these definitions, Salesforce pops a warning message.… Read the rest

In today’s tech Tuesday article, let’s discuss field names.

I’m currently auditing a client’s data model. The team created the following roll-up fields:

• Number of Occupied Spaces
• Number of Unoccupied Accessible Spaces
• Number of Unoccupied Female Spaces
• Number of Unoccupied Male Spaces
• Number of Unoccupied Spaces
• Total Spaces

A couple of issues strike me immediately:

1. The naming convention isn’t consistent.