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Journey of a Salesforce Geek

  • CPQ Study Guide
  • CPQ Practice Questions
  • Hands-on CPQ Practice
  • APEX Trigger Problems
  • All Posts

Review: Metaforce

June 13, 2018January 21, 2022 ~ sf9to5 ~ 4 Comments

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

May 28, 2018January 21, 2022 ~ sf9to5 ~ 3 Comments

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

May 14, 2018January 21, 2022 ~ sf9to5 ~ 1 Comment

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

May 10, 2018January 21, 2022 ~ sf9to5 ~ 1 Comment

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

April 26, 2018January 21, 2022 ~ sf9to5 ~ 2 Comments

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

April 18, 2018January 21, 2022 ~ sf9to5 ~ 5 Comments

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

April 12, 2018January 21, 2022 ~ sf9to5 ~ 4 Comments

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

My first TrailheaDX Experience!

April 3, 2018January 21, 2022 ~ sf9to5 ~ Leave a comment

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!!!

March 27, 2018January 21, 2022 ~ sf9to5 ~ Leave a comment

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

March 22, 2018January 21, 2022 ~ sf9to5 ~ 1 Comment

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

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Hi there! I'm Yelena and I'm a Salesforce CPQ Solution Architect. I write about CPQ, challenges I solve, and general tips and tricks.

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