Several releases back, Salesforce introduced an upgrade for their org health PDF report. The Salesforce Optimizer App provides you more detailed information on your org’s health. Running this regularly will help you stay on top of many important org maintenance items. As most admins are aware, the constantly changing nature of Salesforce means things can […]
Understanding Salesforce Flow Loops
Salesforce Flow loops are a powerful tool to perform operations on collections of records. But they can be a little confusing to understand. That confusion can lead to some bad potential outcomes, creating problems in your org. Using Flow Loops Today, we’ll discuss how Salesforce flow loops work, and a common mistake to avoid. In […]
Salesforce Multi-Factor Authentication (MFA) is Coming
Starting on February 1, 2022, Salesforce is requiring multi-factor authentication on all Salesforce products. If your org doesn’t already have this feature enabled, you will need to configure and test this before that date. If you’re unfamiliar with MFA, we’re here to help. What is Salesforce Multi-Factor Authentication (MFA)? Multi-Factor Authentication is a security measure […]
Salesforce Community Social Media Links in a Footer
Need to add social media links to your Salesforce community? While it isn’t drag and drop, there are just a few steps to make sure you can add them in a stylized manner to your footer. The code is provided, as are some screenshots of the process. Adding Community Social Media Links Step 1: Create […]
Replace Profile IDs with Custom Permissions in Validation Rules
Are you using profile IDs in your validation rules? It’s a very common practice to circumvent validations under certain circumstances. Adding the Admin profile id to a validation lets admins get around validations. It’s a popular way to set your org up. The Problem The problem? There are several. First, deployments can be much more […]
Applying Salesforce as Guiding Framework To Create an Emergency Response System
During the unprecedented time of COVID-19, many Americans are finding themselves out of work and for the first time, are forced to turn to the government for assistance. Whether people are seeking unemployment benefits or trying to connect with new jobs, accessing/navigating online resources has suddenly become a priority for nearly two thirds of the […]
How to Prepare for Salesforce Certification Exams
Attesting your Salesforce knowledge with the corresponding certification is an eventual step to finalize lingering hours of training and learning the platform. In this article, we will go through the types of certificates, clarify why investing money and resources in obtaining one is beneficial, and answer lots of frequently asked questions regarding this issue. Moreover, […]
Improving Gender Representation in Salesforce Employers
New research: Salesforce employers should look towards their benefits package to improve gender representation Mason Frank’s latest salary survey has found differences in entitlement to employment benefits across the genders, and these findings are now being discussed as part of the wider issue of gender representation in the tech sector. Salesforce is one of the […]
Salesforce Adoption in Manufacturing is Key to Creating Efficient Processes to Scale
Manufacturers are undergoing a digital transformation to keep pace with competitors. The challenge they face is that many still rely on legacy systems to operate their production model. Due to these outdated processes, valuable information is maintained in silos, costing businesses more money and preventing efficient customer demand forecasting. The realities of a transforming industry […]
Two Tips to Building a Successful Mentorship Relationship
One of my favorite parts of working with Salesforce is the ecosystem. The Salesforce community is filled with kind, helpful people. I have been the beneficiary of many successful mentorship relationships (both formal and informal) through my career. From consulting to certifications to development, I have been lucky enough to find wonderful mentors to help […]