While there is documentation about how dates are set in Salesforce, the documentation can become confusing, if not contradictory when you start looking into the details of which object controls the final dates. Salesforce says that the specificity for the Quote term and dates goes that the most granular level is the ruling level, meaning … Continue reading Quote Dates and Order Dates Relationship
My Summer ’20 Favorites
The Summer '20 release did get pushed out this year due to Covid-19, however, we are finally in those initial phases where we get to see from the release notes what is coming out and potentially play with using a Salesforce Preview Org. I am going to share my favorite release items and let you … Continue reading My Summer ’20 Favorites
How to: Renew Multiple Contracts from Account
You have several contracts that have occurred on an account that have different subscription products with different end dates. You want to merge them together and renew them all into a single opportunity and quote. To do the scenario noted above you would use the Renew Contracts or Renew Service Contracts (depending on your CPQ … Continue reading How to: Renew Multiple Contracts from Account
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)
Task Queue in Spring ’20 – Not what you might think
Updated 7/3/2020 - at the bottom of the post As of the Spring '20 release, we, admins can finally provide users the ability to assign tasks to queues. For those wondering what a queue is, it is a way of routing records to a specific group of people, roles, or public groups, that enables you … Continue reading Task Queue in Spring ’20 – Not what you might think
Why is the Order related list not showing?
Why is the Order related list not showing up on my Opportunity page layouts? This may seem like a simple thing to fix, you may be saying. Add it to the layout and make sure the user has access to the Orders object. Despite going through all of the usual checks, including logging … Continue reading Why is the Order related list not showing?
What is a Covered Asset?
You may have searched the internet high and low as I did to understand the purpose of Covered Assets. Lo' and behold you won't find anything -- save this article on it -- because it is not an object, nor is a "Covered Asset" really anything other than a re-labeled related list on the Contract … Continue reading What is a Covered Asset?
Short Intro to Service Contracts
In the world of CPQ, there are different routes you can go for handling contracts; you can use the out of the box Contracts object which is incorporated into CPQ with additional fields and objects. The other option is to use another install packaged from Steelbrick called Service Contracts, which essentially is deemed as the … Continue reading Short Intro to Service Contracts
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
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