How To

Deactivate and Cleanup a Community User

For those orgs that have either customer or partner community users, you know that your users need the Manage External Users permission and then your system administrator needs to add the nested buttons to the contact or person account record page. Under the Manage External Users button are additional nested buttons: Enable Partner User Enable… Continue reading Deactivate and Cleanup a Community User

How To

Super-Size Your Flow With AppExchange & Community Components (UnofficialSF) – Part II

  This is part II of a two-part blog post. Check out blog post Part I. To recap our use case… Business Use Case:  Addison Dogster is the system administrator at Universal Containers. Mary Markle is the Director of Operations. She wanted to present a call action in a modal to her reps when viewing… Continue reading Super-Size Your Flow With AppExchange & Community Components (UnofficialSF) – Part II

How To

Super-Size Your Flow With AppExchange & Community Components (UnofficialSF) – Part I

Ever work on a flow and the out-of-the-box Flow Builder just doesn’t quite meet your business requirements? But you don’t have the code skills to build flow aura or lightning web components yourself? This blog posts uses tools from the AppExchange or community built and shared screen and action components on UnofficialSF to extend the… Continue reading Super-Size Your Flow With AppExchange & Community Components (UnofficialSF) – Part I

How To

Let’s Get With The Flow – Loop Basics

Ever have an automation use case where you need to take a collection of records and do something with them? The only declarative (clicks, not code) automation tool that can stand up to the task is Flow Builder. As someone who identifies with an Admin, I have to admit, it took me a while to… Continue reading Let’s Get With The Flow – Loop Basics

How To

Permission Set Group Assignment Automation

Salesforce released permission set group assignments as a generally available feature in Spring 20. What is permission set groups, you ask? You can group permission sets based on user roles using Permission Set Groups for easier user permission management. Traditionally, you would assign users to individual permission sets. If a group of users should have… Continue reading Permission Set Group Assignment Automation

Certification

How I Studied for the Platform Developer I (Beta) Exam

This post covers how I studied for the Platform Developer I beta exam and the resources I used to become a certified Salesforce Platform Developer I and Certified Application Architect on January 16 and February 8, 2020, respectively. What is a beta exam, you ask? A beta exam is a revision to the current certification… Continue reading How I Studied for the Platform Developer I (Beta) Exam

How To

Run Flows on Record Changes (Before Save Updates)

Spring 20 brings a cool new feature for declarative developers. We can now build before save update flows that are triggered by record creation or updates. This flow type is 10x faster than a record change executed by process builder. Changes will be made to the new or existing record (not any related records) before… Continue reading Run Flows on Record Changes (Before Save Updates)

Salesforce Release

Spring ’20 Release Highlights

I’ve read through the 524 Spring ‘20 release notes and summarized some of the need-to-know or cool Spring ’20 release features. Access the HTML Release Notes Access the PDF Release Notes Note: These highlights are from the Spring ’20 Release Notes published as of December 16, 2019 and are subject to change prior to the production release… Continue reading Spring ’20 Release Highlights

Salesforce Release

Spring ’20 Salesforce Lightning Experience Highlights

The list of Spring ’20 features below apply to Salesforce Lightning Experience only. There are additional Spring ’20 features available to Salesforce Classic only, Salesforce Lightning Experience and Classic, Community Enhancements, Mobile Enhancements, Other Enhancements in the Spring ’20 Release Highlights post. Note: These features are not listed in any specific order. 1.Assign a Task to a… Continue reading Spring ’20 Salesforce Lightning Experience Highlights