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 […]
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 […]
The Secret to Lightning Adoption: Engage Your Users
I was extremely lucky to be able to present at Dreamforce 2018 this year on Lightning Adoption! It has been a long-term goal of mine to be able to speak at Dreamforce, so it was an incredible moment to be selected. A huge thank you to everyone who attended my session! I received a lot […]