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
Author: sf9to5
The Classic Side of Summer ’18
With every passing release, Salesforce produces fewer and fewer features that are beneficial for the Classic users. Instead, they focus primarily on new features just for Lightning. Since I know that many companies out there are still using Classic and are not ready yet to move to Lightning, I'd like to call out the changes … Continue reading The Classic Side of Summer ’18
How to Parse JSON using APEX
One of the things I am learning through my journey to becoming a DevAdmin is how to parse JSON. Understanding how to parse JSON is one of those absolutely necessary skills to have when learning APEX. The reason is that JSON has become one of the standard ways of delivering or receiving data. Most likely, any … Continue reading How to Parse JSON using APEX
Review: Provar
Not too long ago I came across a tool called Provar on SalesforceBen's site. Provar is an automation testing system designed just for Salesforce. It is built on top of Selenium and it is completely point-and-click for setting up the tests, which is a great feature for teams who do not have anyone with QA development … Continue reading Review: Provar
5 Practice Problems for APEX Triggers
As part of my journey from a "Point and Click Admin" to a "Dev Admin", I wanted to be able to get more hands-on challenges for triggers than what Trailhead provides. Fortunately for me, I have some very good resources available to me and from such was able to get five different APEX trigger scenarios … Continue reading 5 Practice Problems for APEX Triggers
Demistfying the Can’t Convert Lead Error
Have you ever gotten this error message when trying to convert a lead? Error when converting: We can't convert this lead because some values are restricted on the contact, account, or opportunity The actual meaning behind this error is that there is a selected picklist value on the Lead record which is trying to map … Continue reading Demistfying the Can’t Convert Lead Error
My first TrailheaDX Experience!
Last week was TrailheaDX 2018 and this was my first time going to the full conference experience from Salesforce (besides Expo). I have to say, it was definitely worth it! My experience went a little something like this: 7am - got on a train to San Francisco to hopefully make it to a 9am event … Continue reading My first TrailheaDX Experience!
Attending TrailHeaDX!!!
I will be attending TrailheaDX Wednesday and Thursday. Expect full coverage in the upcoming weeks! If you want to chat, leave a comment or send me an email!
Tips for Customizable Campaign Influence
If you are looking to expand your attribution model within Salesforce and already utilizing campaigns and campaign influence, then you may be interested in upgrading to customizable campaign influence. There are two big benefits that come from the upgrade: 1 - you have access to campaign influence through the API and 2 - you can … Continue reading Tips for Customizable Campaign Influence
Process Builder with Cross Object Reference
Process Builder is a fantastic tool that offers significantly more capabilities than Workflow rules. One of those abilities is handling updates or criteria points based on cross object references (up to 10 lineages away). However, if you aren't careful with the setup of this kind of flow, you may end up with unexpected flow errors. A … Continue reading Process Builder with Cross Object Reference
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