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 […]
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, […]
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 […]
Going From Good to Great as a Salesforce Consultant
Salesforce Consultants are in high demand. As Salesforce continues is rapid growth, the market for great Salesforce consultants is hot. But what differentiates a good Salesforce consultant from a great Salesforce consultant? I’ve gathered a few key tips from fellow industry experts, and here is what we recommend: #1 – Know When to Say No […]
Custom Metadata Types for Admins
Custom Metadata Types are a very powerful capability in the Salesforce platform, but many people don’t know what it is, or how to use it. I wanted to give some background and examples to help admins understand how it could be used in their orgs. What are Custom Metadata Types? Custom Metadata Types are similar […]
Getting Your First Salesforce Job
As you get your start in the Salesforce ecosystem, it can be difficult to plan your path. I’ve been asked for some tips on getting your first Salesforce job. I’ve discussed this with several peers, and here are the most common recommendations. Training As you begin, you need to gain knowledge and experience. Luckily, Salesforce […]