As an admin, you sometimes just need to figure out the IDs of a large number of Salesforce records based on some data from some other source. For example, at my last job, I was often given a list of email addresses that needed to be added to a newsletter list. The first step I had to take was figure out which emails were already associated with Contacts in my instance. I had to grab the IDs of those records in order to add them to that list. Doing this by searching for records one-by-one would be prohibitively time consuming.
For what felt like ages, the best tool for me was DemandTools’s Find/Report IDs function. As an admin for nonprofit organizations, this tool was free for me, and it was easy. I just plugged in my input spreadsheet file, configured my search query, and the tool popped out another spreadsheet with the record IDs and any other fields I might need. Continue reading →
Maya, Zach, Thomas and I traveled down to Portland for Forcelandia earlier this month for the amazing admineloper conference. I was so excited to share my love of Flow loops in my first regional conference presentation!
Forcelandia is held at The Kennedy School, an old elementary school turned into a hotel by McMenamin’s.
Flow Loops unlock incredible power previously held only by devs. Without using any code, Admins can create an automated process to loop through all related records and take actions based on what is found there!
Demo scenario 1: Hollywood for the Holidays’ will connect you with a celebrity to spend the holidays with! Folks fill out the lead form with an interest and a holiday. Our Flow will loop through all confirmed celebrities and create an opportunity for each celebrity. Continue reading →
If you’re a Developer, you’re probably fairly familiar with your org’s Governor Limits (CPU Time, SOQL queries, DML operations). But if you’re an Admineloper or Business Analyst, excited to design automation with new tools like process builder and visual flow, you might not be taking these limits into account, and subsequently hitting errors.
This last week I had the immense pleasure of presenting on this topic at Forcelandia. My session provided an overview of Governor Limits, how they pertain to Process Builder and Flow, and tips for avoiding hitting these limits with your clicks-not-code automation.
As a more advanced Salesforce admin/configurator/”admineloper”/consultant (i.e. all the hats but dev), it’s often hard for me to find content at conferences that hits that sweet spot right before one ventures into code. I’m talking Custom Settings, advanced formula logic, Custom Metadata Types, integrations and external objects, cool deployment tools, and of course, flows and all they have to offer, etc! When I look for content I don’t want to watch another training on how to set up Sales Path or how to use process builder, I’ve got that covered, and when I do have questions I can usually find the answer using searchtheforce.com. That is why this year I’m super excited for all the advanced admin content offered at Forcelandia.
Hi! Just a note to say that it’s sunny out and we don’t know how to handle that. We’re not blogging as much right now while we cope. Maya Peterson, Thomas George and I will be presenting at Portland’s amazing Forcelandia conference in August 8 & 9. We’ll have content to post after that!
When I was just learning Salesforce and starting my career, the company I worked for at the time often tasked me with the exciting and highly sought after role of writing test scripts and performing Quality Assurance testing. It turned out I had a knack for it. First and foremost, because as I was new to Salesforce, I excelled at blundering my way through the system breaking everything imaginable as I went. Picture me as a hurricane of user errors, wreaking havoc on even the simplest of test scenarios. The second more important reason I excelled at QA, was because when I wasn’t breaking things on accident, I tried to break them on purpose.
I loved seeing DaizyLogik‘s demo of this tool for the Bellingham Food Bank at the Seattle Non-Profit User Group last year. And hurray! You can now find it on the App Exchange. Below I am reblogging from their blog – did I do this right?
Salesforce continues to grow and acquire new technologies and develop new features and while I pride myself on knowing the declarative side of the platform well, what I truly pride myself on is knowing the platform well enough to do the research quickly and efficiently to answer the ultimate question: Can we do this with clicks, and if so what is the best way?
So in the spirit of learning and sharing, here are a couple cool things I learned about recently…
…And building a trigger that creates a new task when an email was sent!
In 2018, I’m focusing on building my “dev cred,” as Leah McGowen-Hare put it at Forcelandia a few years ago.
Next week is the final week of my RAD Women coding course and I am thrilled with how far I have come.
I am also building more connections in the Salesforce digital communities of Trailblazer, Power of Us Hub and Twitter.
So I was checking out the unanswered questions on the Trailblazer Community to see if I could help out and I ran into this one:
Is it possible to use Process Builder or Workflow in auto creating a task after an email is sent related to a record? The email (with a specific Subject filter) will be sent from (A) within Salesforce or (B) Gmail/Outlook but will be recorded in the Activity History. I tried to create a WR but it didn’t run after I sent an email.