Last week was TrailheaDX 2018 and this was my first time going to the full conference experience from Salesforce (besides Expo). I have to say, it was definitely worth it! My experience went a little something like this: 7am - got on a train to San Francisco to hopefully make it to a 9am event … Continue reading My first TrailheaDX Experience!
Attending TrailHeaDX!!!
I will be attending TrailheaDX Wednesday and Thursday. Expect full coverage in the upcoming weeks! If you want to chat, leave a comment or send me an email!
Tips for Customizable Campaign Influence
If you are looking to expand your attribution model within Salesforce and already utilizing campaigns and campaign influence, then you may be interested in upgrading to customizable campaign influence. There are two big benefits that come from the upgrade: 1 - you have access to campaign influence through the API and 2 - you can … Continue reading Tips for Customizable Campaign Influence
Process Builder with Cross Object Reference
Process Builder is a fantastic tool that offers significantly more capabilities than Workflow rules. One of those abilities is handling updates or criteria points based on cross object references (up to 10 lineages away). However, if you aren't careful with the setup of this kind of flow, you may end up with unexpected flow errors. A … Continue reading Process Builder with Cross Object Reference
Dedupe.io and Salesforce
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
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
Get Your CPQ Questions Now!
UPDATED May 2019: Spring '19 CPQ releases. I have added 2 questions that represent the incremental changes that Salesforce has done to CPQ. The next update will come after the Spring '20 release has a maintenance exam.
Trailmixes
Not that long ago, Salesforce Trailhead released Trailmixes, a wonderful addition to the Trailhead setup! Trailmixes allows you to create customized trails based on your needs and requirements. When I think of Trailmixes, with it now being available for many months, I think of it two-fold. The first is the ability to create customized plans … Continue reading Trailmixes
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