The Lightning Experience Accelerator is one of the many accelerators offered by Salesforce. This particular one is designed for any company looking to get started using Lightning within their organization. It is quite ideal especially for those who have had limited Lightning exposure or knowledge. The Accelerator follows a similar pattern to many of the … Continue reading Kickstart your Lightning Experience with the Lightning Accelerator
Author: sf9to5
Review: Apex Academy Part 2
I am finally back with part 2 of my review of David Liu's Apex Academy. I had to take some time off before completing it due to other Salesforce items becoming a higher priority on my to-do list (see What I learned merging 2 Instances if you would like to know more). The second course is … Continue reading Review: Apex Academy Part 2
What I learned from merging SFDC Orgs
I recently took on a project to merge a foreign separate instance of Salesforce into our main instance of Salesforce. The timeline was extremely tight and short, with very little wiggle room - I am talking about 4 weeks from when the instance would be shutting down for good. The first step of getting our … Continue reading What I learned from merging SFDC Orgs
How to: Setting up Sales Path
I am slowly edging my way into the Lightning Experience and one the elements that caught my eye early on was Sales Path. Sales Path, now just Path, is this wonderful tool that can be used on almost any object, both custom and standard, that will help your end users (all of them, not just … Continue reading How to: Setting up Sales Path
What’s in for CPQ down the road?
Last week I attended Salesforce's CPQ (previously known as Steelbrick) Roadmap Webinar. During the presentation, the speakers, Dan Milbrath, talked about what users of CPQ can hope to see down the line.
Mass Report Mover
Have you ever needed to be able to move hundreds, if not thousands of reports in Salesforce? Well, I recently needed to move over 10K reports and since Salesforce has not provided a solution for this yet, I came up with a tool that allows such movement. Business Case I was recently inspecting one of … Continue reading Mass Report Mover
CPQ Data Migration
One of the most challenging issues with Salesforce's CPQ structure is that the majority of the setup is actually data instead of metadata. This results in not being able to use change sets to move the information across instances. Also, it can produce testing problems as it is hard to replicate all of the data … Continue reading CPQ Data Migration
Trailhead Tracker
This post is a long time coming and I don't mean because I am 2 months behind the release (plus some additional time due to Trailhead Tracker being buggy). Back when I started as an admin I was tasked with figuring out how to provide a Salesforce 101 training to my end users. I was … Continue reading Trailhead Tracker
Passing Salesforce CPQ + Study Guide
This weekend I passed the CPQ Specialist Exam after a lot of hard work and a bit too much googling. I want to share my experience with the exam and my tips for passing hopefully on the first try!
Advance Filtering for Workflow Rules
Have you ever had a time where you needed to know what workflows were going to run in your Salesforce instance? Unfortunately, out of the box, Salesforce only allows you to filter so far, giving only the options really to see which rules run on a certain object and if they are active.
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