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
Tips & Tricks
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
8 Tips for setting up Self-Registration in a Customer Community
Some new projects have come my way and I am starting to dive deep into the Community Cloud that Salesforce has to offer. The first thing on the list was to get a Customer Community up and running with a Self-Registration login. There are Trailheads and Salesforce documentation on how to do this, however, despite … Continue reading 8 Tips for setting up Self-Registration in a Customer Community
How to Setup Multi-Currency
Multi-currency is a feature that comes with Salesforce that is very useful if your company either is multiple countries with different currencies or simply sells in more than one currency. Below I am going to walk you through the basic steps of setting up a secondary currency using GBP (Great British Pound). Go to Setup … Continue reading How to Setup Multi-Currency
Profile and Permission Set Helper (Update)
*** You will need Lightning enabled and My Domain enabled for this app to work*** In 2018 I wrote a post about a tool put out by Salesforce Labs that was designed to help you convert your Profiles to Permissions sets. Well, thanks to a reader who called to my attention some changes to the … Continue reading Profile and Permission Set Helper (Update)
Moving to Lightning with User Stories
I think by this point it is safe to say that everyone is either in the process of actually moving to Lightning or you are in the planning stages of moving to Lightning. If you aren't in either category, get on board quick! as Salesforce is not making any more adjustments to Classic, so if … Continue reading Moving to Lightning with User Stories
How to setup VS Code for Salesforce
I recently had to re-install VS Code in order to complete the Winter '20 Platform Dev I maintenance exam and I found that the instructions for getting all of the pieces together are a bit jumbled, so here are my steps for getting VS Code set up with Salesforce installed and ready for creating Lightning … Continue reading How to setup VS Code for Salesforce
How to Create Dynamic Field Sets for QLE
Recently, I had a need to be able to change between two different sets of fields while looking at the columns in the QLE. The reason? There were two distinct sets of fields that the users needed to review, but including them in one Field Set led to an unbelievable amount of fields at once … Continue reading How to Create Dynamic Field Sets for QLE
Why won’t decimal places show in Quantity Field
Recently I had a headscratcher of an issue. I was trying to make it so that in the QLE the value in the quantity column would show up with two decimal places. I checked the Quantity field on the Quote Line object and all appeared to be correct. Even when looking at the QLE and … Continue reading Why won’t decimal places show in Quantity Field
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