Throughout my Salesforce career and this blog, I've been exposed to and reviewed a bunch of tools. Below is a list of my favorite tools to work with. Some are explicitly Salesforce, others just make my life easier when it comes to doing my Salesforce job. Tools for Admin work Cloudtoolkit.co - a website full … Continue reading My DevAdmin ToolKit
*The following article is for a tool that will only work in the Lightning Experience. If you use Classic, this is still relevant, you will just need to temporarily flip over.* Maybe you have had that moment where you think that this profile would actually be much better as permission set. Maybe the profile has … Continue reading Review: Profile to Permission Set Helper
So it may have crossed your mind recently that there seem to be a lot of Outlook/mail tools for Salesforce, and you have wondered what the heck the difference is. Today I am going to give a super high-level breakdown of the differences and a couple of things to keep in mind. Lightning for Outlook … Continue reading Lightning for Outlook, Lightning Sync, and Inbox, Oh my!
Say that you have created a custom action button for the quote line editor in Salesforce, or that you only want certain users to have access to certain buttons. You may be wondering if there is an easy way to hide or show those buttons based on the Profile of the user as the criteria. … Continue reading How-To: Display Custom Action button by Profile
This year I got lucky enough to get a full pass for Dreamforce, which meant it was my first time really getting to go - I don't count just going to the expo. I went for two days, Wednesday and Thursday, as I was not staying in San Fransisco and could only handle so much … Continue reading My first real Dreamforce – 2018
One of the things that always irked me about the Salesforce Setup was the lack of ability to search the code in the system. Previously, as a first step (so to speak), I found the tool Metaforce, which allows you to search based on the name of workflow, email templates, and apex classes - but … Continue reading Review: Code Search Chrome Plugin
Recently, I was asked how to create a bundle product in CPQ. Before I dive into the how I first want to explain the what and the why. Many companies have products that may have accessories, add-ons, or different components that make up a product - think about purchasing a laptop and the various configurations … Continue reading How to Create a Product Bundle in CPQ