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 Report Parameters in a Community URL
Recently I was working with a colleague on an interesting client request. The client had a custom report built to show quote line data. Internally, they used the common URL parameter functionality provided by Salesforce. They created a custom button to pass in the Quote Id, which filtered the report results. This is simple to […]
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 […]