Imagine this: on the account page, a list of related contacts is displayed.
On the related list, clicking the standard New button opens the standard New Contact page. While this works, sometimes you want to minimize the number of fields displayed and/or introduce automation to prefill some fields.… Read the rest
For users on the go, Salesforce has a mobile app that allows them to stay connected.
While it’s not the most comprehensive experience, if it’s set up correctly, it can get the job done. Here are some key considerations:
Page Layouts
When building page layouts, keep in mind the tab-key order.… Read the rest
When designing a new feature for a client, one of the first questions you need to ask yourself is: should I use standard objects or create custom ones?
Best practices dictate that if you can use 80% or more of the standard data model, then that’s your choice.… Read the rest
AI is awesome at many development tasks.
For example, I asked it to create Lightning Web Components (LWC) to replace old Aura components. The first version was 99% perfect. Super impressive.
Then I asked it to restructure the LWC so that fields and buttons appear on the same line.… Read the rest
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
Last week, Spain became the first European country to ban social media for kids under 16 years old. Australia banned it last December.
I mention this because it’s interesting to see how badly social media impacts us. It distracts us, it reduces our attention span, and it creates too much noise between the ears,
As humans, we were not evolved to handle such a large amount of information and feedback.… 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
Community-led Salesforce conferences are some of the best ways to connect. Since they are organized by the community (and not Salesforce) they are less sales/marketing oriented.
This means they tend to be more signal, and less noise. For example, in the last one I attended, Agentforce was barely mentioned.… 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
When meeting someone new, I often ask my favorite question. “If you didn’t have to work to live, how would you spend your time?”
Most people answer “travel” or “buy things”, so I go deeper. “OK, and once you’ve traveled the world, once you have the house(s) and car(s) or whatever, then what?”… Read the rest
Once you start protecting your mind from the wealth of information available, consider your client’s mind.
One of the most important roles as a Salesforce consultant is to absorb massive amounts of information and then distill it for your clients.
This means:
1.… Read the rest
Let’s start with the conditions that humans and AI are generating large amounts of information, and not all of this information is true.
Assuming these conditions, it stands to reason that you need to decide which information you should consume, and which you should not consume.… Read the rest
These days, we have instant access to data generated by anyone from anywhere in the world. And until recently, all information was only generated by humans. However now we have a new content creator, AI.
I recently watched a video by Yuval Noah Harari titled, “Why advanced societies fall for mass delusion“.… 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