I am trying to venture down the road of understanding the in's and out's of Flows. I tried this a couple of years ago; I could not come to terms with them - coding was easier. However, with the announcement of the retirement of Workflow Rules and Process Builders and the immense number of updates … Continue reading Troubleshooting my first Flow
How to give access to multiple Experience Communities
I recently worked on a Partner Portal in an environment with two other Communities, including a Customer Portal. One of the challenges I experienced during this was how to give access to the Partner to the Partner Portal and the Customer Portal. The challenge is quite easily solved with the use of a permission set … Continue reading How to give access to multiple Experience Communities
How to view MDQ in Tab format
If you are experienced with using MDQ, you know that sometimes it can be confusing to the Sales Rep creating the quote to understand which products are segmented vs. standard. As part of the Large Quoting Experience, Salesforce added a feature that allows you to more easily see the difference by placing the products into separate … Continue reading How to view MDQ in Tab format
How to Filter by Date in Lightning Dashboard Components
Adding date filters to a Dashboard in Lightning is no different from adding any other field filter - as long as the field is shared across all Dashboard Components, the field will be available to you for filtering. An example of a date filter on a Dashboard might be that you have a series of … Continue reading How to Filter by Date in Lightning Dashboard Components
How to Edit Order Products in Lightning
When you move from Classic experience to Lightning experience, one of the differences you may notice is the lack of the Select Products VisualForce page that you get when creating an Order and having multiple Orders per Quote enabled. Multiple Orders per Quote is only available as part of CPQ+. In Classic, when you created … Continue reading How to Edit Order Products in Lightning
How to Set a Summary Variable for a Quote Term
A while back, I created a post for setting up an Alert for CPQ and used a Summary Variable as part of the setup. Today, I will walk through using a Summary Variable for setting a filter on a Quote Term. To start, the Quote Term is an object used for adding additional language to the … Continue reading How to Set a Summary Variable for a Quote Term
Benefits of CPQ Amendments and Renewals
Many of the Salesforce instances I work with have employed CPQ Amendments and Renewals and are experiencing the benefits of features that Salesforce provides out of the box. To learn about how to use Amendments and Renewals, please check out these two posts: Opportunity Renewal CreationAmendments and Renewal Quotes On the flip side, many have … Continue reading Benefits of CPQ Amendments and Renewals
Considerations for Privacy and OWD
When you are starting in Salesforce, one of the first and most important things you will come across is organization wide defaults / org wide settings. These are the settings that define who can see the data inputted in your Salesforce org. There are many levels/layers of privacy and settings to get to a final … Continue reading Considerations for Privacy and OWD
Merging Organizations in NPSP
I have recently been volunteering for a Non-Profit organization to gain experience, specifically with the Non-Profit Success Pack/Cloud (NPSP) from Salesforce. Recently, one of the requests was to merge an Organization. Our initial thinking was to use the Manage Households button; however, I quickly learned that this only works for the Household Account Record Type … Continue reading Merging Organizations in NPSP
Summer ’21 Release – My highlights
This post is going out a little late, as by the time you are reading it, Summer '21 has already hit the shelves. However, I still want to call out what I found interesting from this newest release. MFA is coming whether we want it or not - make sure to read through this future … Continue reading Summer ’21 Release – My highlights
