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
Monitor Setup Audit Trail via Email Alerts
In one of the Salesforce orgs that I work on, there are many users who have the System Administrator profile. While this is not a best practice, especially when they are not all actually admins, the need for those folks to have that profile does exist. When you have a lot of people with those … Continue reading Monitor Setup Audit Trail via Email Alerts
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
Review: Metaforce
One of the search functionalities that are missing from Salesforce is the ability to search anything APEX-related by the name of the class, page, or trigger. As someone who always looks for more quick and simple free tools to use in conjunction with Salesforce, I stumbled upon Metaforce. Metaforce is a multi-faceted tool that has … Continue reading Review: Metaforce
Normalizing Account Billing Address
As part of my DevAdmin journey, I recently developed a tool that you can use to help normalize and clean up your billing address fields in Salesforce. Several months ago I embargoed on a project for a client to do some heavy data cleanup, which included normalizing addresses and deduping accounts. During that process, I … Continue reading Normalizing Account Billing Address
The Classic Side of Summer ’18
With every passing release, Salesforce produces fewer and fewer features that are beneficial for the Classic users. Instead, they focus primarily on new features just for Lightning. Since I know that many companies out there are still using Classic and are not ready yet to move to Lightning, I'd like to call out the changes … Continue reading The Classic Side of Summer ’18
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
Review: Provar
Not too long ago I came across a tool called Provar on SalesforceBen's site. Provar is an automation testing system designed just for Salesforce. It is built on top of Selenium and it is completely point-and-click for setting up the tests, which is a great feature for teams who do not have anyone with QA development … Continue reading Review: Provar
5 Practice Problems for APEX Triggers
As part of my journey from a "Point and Click Admin" to a "Dev Admin", I wanted to be able to get more hands-on challenges for triggers than what Trailhead provides. Fortunately for me, I have some very good resources available to me and from such was able to get five different APEX trigger scenarios … Continue reading 5 Practice Problems for APEX Triggers
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
