A common request in Salesforce is the ability to prevent duplicate records from being created. The most common way to prevent record creation or updates in Salesforce is through a validation rule. But can a validation rule prevent duplicates? The short answer: no. A standard validation rule can only use specific record data, so it […]
Salesforce Industries and the new age of Digital Transformation
I was recently able to share my thoughts on the rise of Salesforce Industries (formerly Vlocity) with the team at The Revolent Group. Vlocity was acquired as part of a larger shift within Salesforce, away from solution-driven sales and towards industry-specific solutions. Historically, Salesforce has relied on tactical solutions, which didn’t provide the holistic view […]
Using the Salesforce Optimizer App
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 […]