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
Tips & Tricks
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
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
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
How To: Quickly add and delete fields
Have you ever had a request that asks for 20 new fields for two different objects? Of course, you then think, going through the standard Salesforce process is going to take forever. Well, thank goodness for apps! There is an app called Salesforce Field Creator, from the makers of the Salesforce ToolKit, that allows you … Continue reading How To: Quickly add and delete fields
