How to Add an Audience in Experience Builder

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

How to set up an Approval Condition – Advanced Approvals

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

How to fix Internal Error Message when Self-Registering for Partner Portal

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

The Implications of Changing the Contract Date in CPQ

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