So you have decided to go the route of using Advanced Approvals, congrats! Advanced Approvals has many features that Standard Approvals do not have, one of them being Approval Chains. Approval Chains allow you to have multiple routes for a particular record to go and have those routes run in parallel. To get more specific, … Continue reading What are Approval Chains and When to Use Them
Recently I was asked whether or not the Contract Date on a non-activated Contract could be changed- specifically the Contract Start Date field. I had been extremely hesitant to say Yes to this change because, in the world of CPQ, dates mean everything, and the Contract Start Date has a lot of power and meaning. … Continue reading The Implications of Changing the Contract Date in CPQ
First, let's start off with what a List View is - this is a list for any given object that can be accessed via the tab for that object. List Views are like reports in that you can change the columns, add filters, and even show charts. They are unlike reports though in two keys … Continue reading What Permissions are available for List Views?
Alrighty, get ready for a slightly confusing scenario that hopefully teaches you something you didn't know about Profiles and Permissions. I, for one, was surprised to learn that this is how Salesforce works, even after all these years. So you have a Profile, Sales - Custom, and you have a Permission Set, called Camping. On … Continue reading Why Permission Set Grants Extra Field Level Access?
The Spring '21 Salesforce Release is just jam-packed full of new features that it was hard for me to pick the ones I found most interesting. But nonetheless, I read through all of the notes, and below are my top 20 picks. One quick thing I did want to call out is that Salesforce has … Continue reading Spring ’21 Release – My Highlights
With the Winter '21 release, Dynamic Forms became GA for Custom objects in Salesforce. Dynamic Forms provide the ability to customize the Lightning Record Page by field, giving more control to admins than the Page Detail Layouts. Below, I will walk through some of the setup steps for the Dynamic Forms, but before doing so, … Continue reading Dynamic Forms – Winter ’21 Release
During 2019, I was interviewed for a book that recently came out called The Salesforce Career Playbook by Martin Gessner. You may otherwise know Martin as the man behind FocusOnForce. His book is a deep dive into the different career paths that Salesforce offers, alongside case studies and insights from people worldwide in different Salesforce careers.
Happy almost New Year everyone! I know everyone is eager to say goodbye to 2020, so I wanted to do a quick lookback at the top 10 posts released this year. Permission Set Groups – Spring ’20 ReleaseTask Queue in Spring ’20 – Not what you might thinkHow to Setup Discount SchedulesWhy is the Order related list not showing?Winter … Continue reading Top posts in 2020 for SF9to5
Recently I learned that testing In-App Guidance in a sandbox is not as straightforward as one might think. Apparently, for the purpose of not affecting automated testing, Salesforce created a special testing method specifically for In-App Guidance. Once you have created your In-App Guidance prompt then you can go back to the Setup page and … Continue reading How to test In-App Guidance
I recently discovered some useful fields for CPQ in connection with the Asset record. They are there to assist in connecting back to the original Quote Line. They also provide extra details in the scenario that your Asset is connected to a percent of total Subscription Product. Quote Line: This reflects the Quote Line that … Continue reading CPQ: Connect Quote Line to Asset