I have recently been volunteering for a Non-Profit organization to gain experience, specifically with the Non-Profit Success Pack/Cloud (NPSP) from Salesforce. Recently, one of the requests was to merge an Organization. Our initial thinking was to use the Manage Households button; however, I quickly learned that this only works for the Household Account Record Type … Continue reading Merging Organizations in NPSP
Tips & Tricks
How to Setup an Approval Variable
Suppose you have been working on setting up Advanced Approvals. In that case, you may have run into a scenario where you need to aggregate some data from a related object to the object you are running the Approvals on to satisfy an Approval Condition. For example, your Sales leadership cares about the sum of … Continue reading How to Setup an Approval Variable
How to Add Images to Libraries
Let's say that you are planning on having a Community through Salesforce, and you are interested in sharing Libraries of files with people. Still, you don't want the Library's cover just to be a plain boring folder image.
How to set up an Approval Condition – Advanced Approvals
Perhaps you read my last article on Advanced Approvals about how and when to setup Approval Chains, and you are now working on the Approval Rules and Approval Conditions in those Chains. In this guide, I will walk through setting up an Approval Condition and what the different fields on the page mean. Find your relevant Approval … Continue reading How to set up an Approval Condition – Advanced Approvals
How to fix Internal Error Message when Self-Registering for Partner Portal
If you are managing a Partner Portal and one of the users contacts you with an Internal Error message that gives you zero amount of information to look for, here is one thing that you should keep on your checklist. Any account owner in Salesforce that is attached to an active Partner Account needs to … Continue reading How to fix Internal Error Message when Self-Registering for Partner Portal
What are Approval Chains and When to Use Them
So you have decided to go the route of using Advanced Approvals, congrats! Advanced Approvals has many features that Standard Approvals do not have, one of them being Approval Chains. Approval Chains allow you to have multiple routes for a particular record to go and have those routes run in parallel. To get more specific, … Continue reading What are Approval Chains and When to Use Them
What Permissions are available for List Views?
First, let's start off with what a List View is - this is a list for any given object that can be accessed via the tab for that object. List Views are like reports in that you can change the columns, add filters, and even show charts. They are unlike reports though in two keys … Continue reading What Permissions are available for List Views?
How to test In-App Guidance
Recently I learned that testing In-App Guidance in a sandbox is not as straightforward as one might think. Apparently, for the purpose of not affecting automated testing, Salesforce created a special testing method specifically for In-App Guidance. Once you have created your In-App Guidance prompt then you can go back to the Setup page and … Continue reading How to test In-App Guidance
Where is Lead Conversion Mapping in Lightning?
If you are in Lightning and you are trying to figure out where to set up the Lead mapping of fields to Contacts, Accounts, and Opportunities, follow the steps below. Go to SetupClick on Object Manager and search for LeadOn the Lead page, in the top right, there is a button that is called Map … Continue reading Where is Lead Conversion Mapping in Lightning?
How to Setup Dynamic Actions
I can't believe I finally get to write this article - I also cannot count how many times over the years I have been asked can we make a button on a layout dynamic without changing page layouts. Dynamic Actions is finally here! In the Winter '21 release it is Beta for Standard Objects and … Continue reading How to Setup Dynamic Actions
