For Administrators

  • The Unofficial Guide to Salesforce's Unofficial Characters
    September 27, 2017

    The Unofficial Guide to Salesforce’s Unofficial Characters

    If you’ve ever been on Trailhead, you may have seen a few faces of Salesforce’s awesome characters. Astro, Appy, Codey, and the rest of the team each have their own job in the Salesforce universe. After years of working with the platform, I’d like to name a few unofficial characters that will definitely be relevant for anyone who ha

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  • Salesforce Optimizer the New Tool in How Your Org is Doing
    August 30, 2017

    What Related Records Go Where with Salesforce Lead Conversion?

    In the Summer '17 release, Salesforce shared an update regarding Lead Conversion now operating the same across the Classic, Lightning and Salesforce1 interfaces when it comes to how related records and Files are handled. Essentially, when you convert a Salesforce Lead, there are four places that your related records and Files can be reattached

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  • Salesforce Optimizer, the New Tool in How Your Org is Doing
    July 18, 2017

    Salesforce Optimizer, the New Tool in How Your Org is Doing

    If there is one questions that every Salesforce admin has ever asked, it is “How can I make my Salesforce better?” Salesforce Optimizer. In the Spring ‘17 release, Salesforce has made that an easier question to answer with the Optimizer Report. This report runs from Setup and emails you a document with what Salesforce sees as pote

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  • Custom Visualforce Page for Steelbrick Quote Apex
    July 11, 2017

    Custom Visualforce Page for CPQ Quote

    Business Use Case Salesforce CPQ makes it easy to create discount schedules for products to determine tiers for volume prices or discounts. Administrators can even provide sales users with the ability to customize the discount tiers for specific users in the Line Editor.   For some businesses, it is important to display rate tables on

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  • Mail Inbox Salesforce
    July 5, 2017

    You’ve Got Mail: Inbox and its Gotchas

    When it comes to email integrations, Salesforce has been very excited about one of its IQ products — Inbox. By “IQ product,” I mean that it utilizes AI capabilities to make for an enhanced user experience. Inbox has some really awesome features: adding templates to emails, tracking email read receipts, and inserting calendar avai

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  • Autocomplete Lookup Fields Inside Flows
    June 22, 2017

    Autocomplete Lookup Fields Inside Flows

    The Problem Recently, I was asked by one of my co-workers if there was a way to implement a lookup field inside a visual flow. As some of you know, typically this can be handled by using a dynamic picklist on a drop-down box or radio button element. As I received more requirements, I found out that there could be hundreds of options to choose

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  • Insufficient Access Error
    June 7, 2017


    If any of you have ever dealt with the dreaded "INSUFFICIENT ACCESS ON CROSS REFERENCE ENTITY" error, you will probably agree that this is one of worst errors to debug in Salesforce. There is virtually no information with the error that helps identify the problem. Most of the time I find that there is a permission issue on a lookup field that

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  • Lightning Polymorphic Lookup
    May 30, 2017

    Salesforce Lightning – Customizable Polymorphic Lookup Component

    If you have been using Salesforce Lightning Experience, you probably are familiar with the Lightning Polymorphic Lookup. For example, you will see it while creating Tasks, in the "Name" and "Related to" fields: Basically, you get to chose the "type" of SObject; when you type text, a search is performed on the appropriate SObject.

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  • Search Attachments in Chatter
    May 25, 2017

    Make Attachments Searchable Using Chatter

    Have you ever wanted to filter the Attachments associated with a Salesforce record? While Salesforce provides a standard page for uploading Attachments and Notes, there is no way to gain access to the file before it is attached, and there is no way to customize the filename once it has been attached. Creating a custom Visualforce page

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  • Salesforce-Slack Integration
    May 18, 2017

    Get Slack Messages Directly from Salesforce

    Do you want to integrate your Salesforce with Slack so users can get notified when there is important activity that requires their attention? Slack makes this incredibly easy, sexy, and it is well documented... for the most part. If you need to a go-to guide for this use case, read on! First of all—big shout out to Christophe Coe

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