In one of the Salesforce orgs that I work on, there are many users who have the System Administrator profile. While this is not a best practice, especially when they are not all actually admins, the need for those folks to have that profile does exist. When you have a lot of people with those … Continue reading Monitor Setup Audit Trail via Email Alerts
Admin Life
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
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!
Dedupe.io and Salesforce
Dedupe.io is an open-source Python library designed to help with finding fuzzy matches among large datasets. This type of library can be a godsend to any Salesforce admin or developer who is dealing with a large number of records and trying to dedupe them. The cool thing about dedupe.io is that while it utilizes machine … Continue reading Dedupe.io and Salesforce
How To: Get a full list of ListViews
ListViews are probably one of the most ubiquitous forms of losing track of what you have already made in Salesforce. I cannot tell you the number of times I have tried looking through ListViews on an object to see if the desired outcome had already been created. In other instances, ListViews can seem to come … Continue reading How To: Get a full list of ListViews
Using PostgreSQL to Dedupe Salesforce Records
Have you ever looked at the accounts or contacts in Salesforce and said to yourself, "there are so many duplicates to clean up"? Duplicate rules have only been native to Salesforce since sometime in 2015 and that means there is a good chance that you have some unclean data in your system. Salesforce does provide … Continue reading Using PostgreSQL to Dedupe Salesforce Records
Trailmixes
Not that long ago, Salesforce Trailhead released Trailmixes, a wonderful addition to the Trailhead setup! Trailmixes allows you to create customized trails based on your needs and requirements. When I think of Trailmixes, with it now being available for many months, I think of it two-fold. The first is the ability to create customized plans … Continue reading Trailmixes
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