UPDATED May 2019: Spring '19 CPQ releases. I have added 2 questions that represent the incremental changes that Salesforce has done to CPQ. The next update will come after the Spring '20 release has a maintenance exam.
It is time to walk through how to actually perform the audit on the system. As part of this series, several scripts are provided in order for you to gain easy access to the data, as well as, instructions for how to manipulate the data in Excel. Auditing Profiles is not something that can be … Continue reading The Ultimate Profile Auditing Guide: SOQL Statements
Oh, the world of the little blue dots... If you don't know what I am talking about, I am referring to the small blue dots that show up on page layouts next to fields that Salesforce does not let you take off the page layout. Many times these also have little red stars that mean … Continue reading How to remove Quantity from Standard Products?
As part of this series, I thought it might be essential to do a quick run-through of how to create a pivot table in Excel. Creating pivot-tables are going to be critical to the next several articles, so this can be used as a tutorial before them. Please note that I am working on Microsoft … Continue reading The Ultimate Profile Auditing Guide: Excel Pivot Tables
Recently I was playing around in a dev org and decided to create myself a custom app page in Lightning. One of the things that I was interested in doing though was adding a Global Action to that page. If you don't know what a Global Action is, it is an Action that is not … Continue reading How to add a Global Action to a Custom Page
As many of you may have noticed recently when logging into Trailhead the login process has been updated. You may be wondering why this is. A lot of this, while not really explained in the Why image below, is because of the pending updates related to the certification setup connecting with Trailhead. On April 19th, … Continue reading Why does Trailhead have a new Login?
As a precursor to getting into running reports on the data in your system to determine your security level, I am going to review some simple steps for setting up security. First up is setting Field Level Security for fields on Objects. Setting Field Level Security(FLS) is an essential step in ensuring the security of … Continue reading The Ultimate Profile Auditing Guide – Setting up Security
If you have ever found yourself saying that you have too many fields on an object or maybe that you have duplicates on that object, then this is the How-To for you. Field Trip is a free App from the AppExchange designed to allow you to see which fields are used and how often by … Continue reading How to: Field Trip by RingLead