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

Understanding Salesforce Multi-Currency Implications

When setting up multi-currency in your org there are some implications that you need to be aware of. When handling the building and testing of multi-currency in the sandbox, make sure to think about the following items: The first thing that you need to do when setting up multi-currency is to activate any additional currencies … Continue reading Understanding Salesforce Multi-Currency Implications

Enabling Two Factor Authentication (2FA) to Self-Registration in Communities

You have recently created a Salesforce Customer Community and have enabled Self-Registration for users, meaning that they can sign themselves up for an account with your site. Well, perhaps you are security-minded and want to ensure that those who are logging in are really who they say they are and the account/ email hasn't been … Continue reading Enabling Two Factor Authentication (2FA) to Self-Registration in Communities