One of the things that always irked me about the Salesforce Setup was the lack of ability to search the code in the system. Previously, as a first step (so to speak), I found the tool Metaforce, which allows you to search based on the name of workflow, email templates, and apex classes - but … Continue reading Review: Code Search Chrome Plugin
Tips & Tricks
How to Create a Product Bundle in CPQ
Recently, I was asked how to create a bundle product in CPQ. Before I dive into the how I first want to explain the what and the why. Many companies have products that may have accessories, add-ons, or different components that make up a product - think about purchasing a laptop and the various configurations … Continue reading How to Create a Product Bundle in CPQ
Finding Duplicates using Salesforce Duplicate Jobs
So you have been tasked with finding the duplicates in your Salesforce instance and you are trying to figure out where to start. Well, before you go to all of the different products out there, let me have you take a breath, and be happy as Salesforce has finally provided a way to find Duplicates … Continue reading Finding Duplicates using Salesforce Duplicate Jobs
Tips to Pass CPQ Maintanence Exams
If you have made the leap and successfully achieved gaining the CPQ Specialist exam certification, congrats! Now on to the next hard thing about CPQ, passing their maintenance exams. Unlike the Admin exam which can be passed with just the release notes, passing the CPQ maintenance exams requires a little bit more practice and finesse. … Continue reading Tips to Pass CPQ Maintanence Exams
How To: Using Workbench for Testing
Have you ever created a new flow and the only way to test the flow was to repeatedly create records? I have done this so many times that it could make my head spin. Luckily enough, Workbench can make creating test records really simple and typically don't require as many fields as you would have … Continue reading How To: Using Workbench for Testing
Avoiding Hard Coded Users in Validation Rules
One of the many best practices that Salesforce has is to avoid hard-coding things like IDs because the maintenance of them can become impossible and they can be something easily forgotten (if you're a developer, you'd know that hard-coding is a big No-No). Validation rules are one of the places where hard-coding IDs, especially for … Continue reading Avoiding Hard Coded Users in Validation Rules
How to Parse JSON using APEX
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
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
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