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
Tips & Tricks
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
Using PostgreSQL to Dedupe Salesforce Records
Have you ever looked at the accounts or contacts in Salesforce and said to yourself, "there are so many duplicates to clean up"? Duplicate rules have only been native to Salesforce since sometime in 2015 and that means there is a good chance that you have some unclean data in your system. Salesforce does provide … Continue reading Using PostgreSQL to Dedupe Salesforce Records
How to find which flow caused an error?
Have you ever gotten an email or seen the screen with the error: The record couldn't be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID XXXXXXXXXXXXXXX. Contact your administrator for help. Then, like any good admin, you try to put the id in the … Continue reading How to find which flow caused an error?
How To: CPQ Multiple Price Lists
Recently on a project, we were looking into how to maintain the old pricing for existing quotes and use new pricing for future quotes. Up until this point, the client had been overriding their existing pricebooks. To support two prices, we decided to create new pricebooks in addition to the existing ones. In order to proceed with … Continue reading How To: CPQ Multiple Price Lists
How to: Setting up Sales Path
I am slowly edging my way into the Lightning Experience and one the elements that caught my eye early on was Sales Path. Sales Path, now just Path, is this wonderful tool that can be used on almost any object, both custom and standard, that will help your end users (all of them, not just … Continue reading How to: Setting up Sales Path
Mass Report Mover
Have you ever needed to be able to move hundreds, if not thousands of reports in Salesforce? Well, I recently needed to move over 10K reports and since Salesforce has not provided a solution for this yet, I came up with a tool that allows such movement. Business Case I was recently inspecting one of … Continue reading Mass Report Mover
Advance Filtering for Workflow Rules
Have you ever had a time where you needed to know what workflows were going to run in your Salesforce instance? Unfortunately, out of the box, Salesforce only allows you to filter so far, giving only the options really to see which rules run on a certain object and if they are active.
How to: Create an Alert in CPQ
If you use CPQ in your organization, your users may not always remember to add related products when they configure a quote, and you may not necessarily the items bundled. What do you do to ensure they don't forget? You use the built-in alert function of CPQ. Business Case You have two products, Laptop and … Continue reading How to: Create an Alert in CPQ
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