I have recently been volunteering for a Non-Profit organization to gain experience, specifically with the Non-Profit Success Pack/Cloud (NPSP) from Salesforce. Recently, one of the requests was to merge an Organization. Our initial thinking was to use the Manage Households button; however, I quickly learned that this only works for the Household Account Record Type … Continue reading Merging Organizations in NPSP
This post is going out a little late, as by the time you are reading it, Summer '21 has already hit the shelves. However, I still want to call out what I found interesting from this newest release. MFA is coming whether we want it or not - make sure to read through this future … Continue reading Summer ’21 Release – My highlights
A while ago, Salesforce introduced Audiences as a mechanism to help make the community experience more dynamic based on different factors that the user had - for example, their location or details from a specific field in their user record. In the Winter '21 release, Salesforce expanded Audiences' capabilities and introduced the ability to use … Continue reading How to Add an Audience in Experience Builder
Suppose you have been working on setting up Advanced Approvals. In that case, you may have run into a scenario where you need to aggregate some data from a related object to the object you are running the Approvals on to satisfy an Approval Condition. For example, your Sales leadership cares about the sum of … Continue reading How to Setup an Approval Variable
Let's say that you are planning on having a Community through Salesforce, and you are interested in sharing Libraries of files with people. Still, you don't want the Library's cover just to be a plain boring folder image.
Perhaps you read my last article on Advanced Approvals about how and when to setup Approval Chains, and you are now working on the Approval Rules and Approval Conditions in those Chains. In this guide, I will walk through setting up an Approval Condition and what the different fields on the page mean. Find your relevant Approval … Continue reading How to set up an Approval Condition – Advanced Approvals
If you are managing a Partner Portal and one of the users contacts you with an Internal Error message that gives you zero amount of information to look for, here is one thing that you should keep on your checklist. Any account owner in Salesforce that is attached to an active Partner Account needs to … Continue reading How to fix Internal Error Message when Self-Registering for Partner Portal
So you have decided to go the route of using Advanced Approvals, congrats! Advanced Approvals has many features that Standard Approvals do not have, one of them being Approval Chains. Approval Chains allow you to have multiple routes for a particular record to go and have those routes run in parallel. To get more specific, … Continue reading What are Approval Chains and When to Use Them
Recently I was asked whether or not the Contract Date on a non-activated Contract could be changed- specifically the Contract Start Date field. I had been extremely hesitant to say Yes to this change because, in the world of CPQ, dates mean everything, and the Contract Start Date has a lot of power and meaning. … Continue reading The Implications of Changing the Contract Date in CPQ
First, let's start off with what a List View is - this is a list for any given object that can be accessed via the tab for that object. List Views are like reports in that you can change the columns, add filters, and even show charts. They are unlike reports though in two keys … Continue reading What Permissions are available for List Views?