If you have made the leap and successfully achieved gaining the CPQ Specialist exam certification, congrats! Now on to the next hard thing about CPQ, passing their maintenance exams. Unlike the Admin exam which can be passed with just the release notes, passing the CPQ maintenance exams requires a little bit more practice and finesse. … Continue reading Tips to Pass CPQ Maintanence Exams
Scanning Cases for Malicious URLs
One of the biggest cybersecurity threats around today is the existence of phishing, malware or spear phishing URLs. Phishing URLs are URLs that look legitimate but are actually malicious in their intent and designed to steal critical personal information (e.g. login credentials to your corporate account). Within the Salesforce universe, there is a critical point … Continue reading Scanning Cases for Malicious URLs
How To: Using Workbench for Testing
Have you ever created a new flow and the only way to test the flow was to repeatedly create records? I have done this so many times that it could make my head spin. Luckily enough, Workbench can make creating test records really simple and typically don't require as many fields as you would have … Continue reading How To: Using Workbench for Testing
Monitor Setup Audit Trail via Email Alerts
In one of the Salesforce orgs that I work on, there are many users who have the System Administrator profile. While this is not a best practice, especially when they are not all actually admins, the need for those folks to have that profile does exist. When you have a lot of people with those … Continue reading Monitor Setup Audit Trail via Email Alerts
Avoiding Hard Coded Users in Validation Rules
One of the many best practices that Salesforce has is to avoid hard-coding things like IDs because the maintenance of them can become impossible and they can be something easily forgotten (if you're a developer, you'd know that hard-coding is a big No-No). Validation rules are one of the places where hard-coding IDs, especially for … Continue reading Avoiding Hard Coded Users in Validation Rules
Review: Metaforce
One of the search functionalities that are missing from Salesforce is the ability to search anything APEX-related by the name of the class, page, or trigger. As someone who always looks for more quick and simple free tools to use in conjunction with Salesforce, I stumbled upon Metaforce. Metaforce is a multi-faceted tool that has … Continue reading Review: Metaforce
Normalizing Account Billing Address
As part of my DevAdmin journey, I recently developed a tool that you can use to help normalize and clean up your billing address fields in Salesforce. Several months ago I embargoed on a project for a client to do some heavy data cleanup, which included normalizing addresses and deduping accounts. During that process, I … Continue reading Normalizing Account Billing Address
