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
CPQ Winter ’18 Release Notes in Depth
Typically the release cycle for CPQ does not contain many items, however, the items it does include can be pretty useful. Winter 18 release focused on three aspects: Global Attributes, Percent of Total Products, and Order Product field updates. Global Attributes Global Attributes is a new record type that expands the already existing functionality of … Continue reading CPQ Winter ’18 Release Notes in Depth
How to find which flow caused an error?
Have you ever gotten an email or seen the screen with the error: The record couldn't be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID XXXXXXXXXXXXXXX. Contact your administrator for help. Then, like any good admin, you try to put the id in the … Continue reading How to find which flow caused an error?
Happy Holidays!
To close the year off I wanted to call out the top 3 posts from 2016 and let you know that I will be taking a few weeks off, but will be back in January! Passing Salesforce CPQ + Study Guide How I became a Certified Salesforce Admin Mass Report Mover I hope you have … Continue reading Happy Holidays!
