*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
Author: sf9to5
Lightning for Outlook, Lightning Sync, and Inbox, Oh my!
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!
How-To: Display Custom Action button by Profile
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
My first real Dreamforce – 2018
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
Review: Code Search Chrome Plugin
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
How to Create a Product Bundle in CPQ
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
The Classic Side of Winter ’19 release
This has become a bit of a thing that I do when a new release comes out. It seems that most folks focus on the Lightning side of the release notes, which makes sense since the majority of the new features are geared that way. However, there are still so many companies out there that … Continue reading The Classic Side of Winter ’19 release
Finding Duplicates using Salesforce Duplicate Jobs
So you have been tasked with finding the duplicates in your Salesforce instance and you are trying to figure out where to start. Well, before you go to all of the different products out there, let me have you take a breath, and be happy as Salesforce has finally provided a way to find Duplicates … Continue reading Finding Duplicates using Salesforce Duplicate Jobs
FocusonForce Platform Developer 1 Review
I recently passed the Platform Developer 1 cert from Salesforce. I have to contribute quite a bit of that success to the FocusonForce practice exams. I have previously written a review about the FocusonForce practice exams and I wanted to bring an updated review based on the Platform Developer 1 practices. Unlike when I took … Continue reading FocusonForce Platform Developer 1 Review
My journey to becoming a DevAdmin
Last year, while looking through LinkedIn, a trend I had previously noticed, was suddenly becoming even more prominent. Jobs that were labeled as Salesforce Admin positions, even those which require only a few years of experience, are asking for candidates who at a minimum had some knowledge or experience with APEX or even Web APIs … Continue reading My journey to becoming a DevAdmin
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