This release, my post may look different. I had a lot of thoughts, and there was a lot of content. It is sporadic, but I covered each item as its own block. This is a strange addition, given we are now getting warnings about profiles being deprecated, but they have improved the configuration of searchable objects … Continue reading Winter ’24 Release- All my thoughts
Key AI-related Changes in Salesforce Introduced at the Dreamforce 2023
Dreamforce stands as Salesforce's premier event, delivering a memorable experience. With eye-opening keynote talks and hands-on demos that tackle tough challenges, it catered to diverse interests. The annual Dreamforce conference by Salesforce occurred from September 12–14, 2023. It boasted over 1,500 sessions, attracted 40,000 in-person attendees, and drew a global online viewership in the millions, … Continue reading Key AI-related Changes in Salesforce Introduced at the Dreamforce 2023
Why is my inactive user receiving an approval email?
To be honest, I am surprised that I am even writing this, but after the amount of time it took me to resolve the issue, I thought more on the Internet should have easy access to the solution. About a month ago, I was getting told that someone in senior leadership was still getting an … Continue reading Why is my inactive user receiving an approval email?
How to set up and assign a permission set with an expiration date
It used to be that when you gave someone permission set but you only wanted them to have it for a limited time, it was up to you to remember to remove the access later. Now, Salesforce has added functionality that allows admins to set expiration dates on individual permission sets or permission set groups, … Continue reading How to set up and assign a permission set with an expiration date
What does Subscription Type really mean?
Recently I have been explaining to users the foundations of Subscription Type and the implications on a product. The question is typically around how you setup a one-time product, which truly is a loaded question as it requires understanding the value of proration before you can move forward. Before we jump into the field, a … Continue reading What does Subscription Type really mean?
Summer ’23 Release Review
It is hot up here in the Pacific Northwest so I guess that means it's time for our Summer Release update. This month's list is huge so I broke this into sections so hopefully you can find what interests you. All of the Permissions and Security Add some security to your file that you share … Continue reading Summer ’23 Release Review
How to use the new Search Manager
In the Spring 23 release, Salesforce launched a Search Manager for Einstein Search. Within the manager, you are able to control the details and configurations of search terms for a specific profile. Go to Setup --> Search Manager Create a Configuration and select the Profile you want to be associated with it You will see … Continue reading How to use the new Search Manager
How to make a Subscription not prorate
Many folks would love for Salesforce to enable the ability to turn off the prorate functionality for Subscription products. Unfortunately, Salesforce has tied the proration aspect to the ability to create a Subscription/Contract Line Item, which prevents users from having an easy way to have a subscription line with a set price regardless of term. … Continue reading How to make a Subscription not prorate
Rounding in CPQ
Rounding in CPQ is a common topic as it leads to many headaches, particularly if you add complexity to the situation/calculation. In general, let's start with some use cases of why rounding can be problematic: Rounding rules: The rounding rules can impact how a number is rounded. For example, you can round up or down … Continue reading Rounding in CPQ
Introduction To Salesforce OmniStudio
Salesforce's OmniStudio is a suite of tools designed to allow you to assemble your business processes quicker and easier. This can include and is not limited to Pricing Quotes in the Telco Industry, License & Permit Management in the Public Sector, or Applications & Admissions in the Education Sector. OmniStudio includes a drag-and-drop interface for … Continue reading Introduction To Salesforce OmniStudio
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