Category: Salesforce

The Declarative Lookup Roll-up Summaries (DLRS) managed package is a must-have for creating roll-up summaries between lookup relationships. Andy Fawcett’s open-source tool is a gift, enabling you to define roll-ups using standard UI declaratively, no coding required! This guide will cover the high-level details, plus… Read More

Salesforce Experience Cloud (formerly Community Cloud) allows organizations to create portals where customers and partners can log in for a restricted view into your Salesforce org – like a “window”. Experience sites can be customized to maintain your company’s brand, meaning they won’t look how… Read More

You may already be a Flownatic, or you may have never dived into the world of Flow Builder – arguably the most powerful declarative tool a Salesforce Admin has at their disposal. But with Workflow Rules & Process Builder being retired at the end of… Read More

Reused or weak passwords have resulted in an increase in security breaches. Salesforce Multi-Factor Authentication (MFA) will be required for all orgs starting February 1st, 2022 – in other words, you must use MFA to access Salesforce products. Do you remember when Salesforce announced that… Read More

With 2022 now well underway and Salesforce’s Spring ‘22 release just around the corner, it’s a great time to discuss some of the things that Salesforce developers can look forward to in the year ahead.  As with all of the Salesforce releases – which occur… Read More

Salesforce Ben is looking forward to teaming up with Panaya to bring you a free webinar. We will be discussing the rumors that became official news at Dreamforce 2022 – Process Builder and Workflow Rules are being retired and the focus is moving forward to… Read More

Custom report types enable you to create reports that go beyond the standard Salesforce report types. You can think of a Salesforce report type as a template/framework that tells Salesforce which objects and relationships to consider, and therefore which fields to make available in the… Read More

Bring customer engagement front and center with SUMO Scheduler, to speed up the time to conversation. Highlights Appointment, Event, and Class Scheduling solution, directly available in your Salesforce org. Connect any calendar/s to avoid double booking across calendar (Salesforce Calendars, Google, Microsoft 365, or Microsoft… Read More

Salesforce Reporting is one of the most powerful features, used to give users many different views into their data, and for Admins to demonstrate the value Salesforce has upon the organization’s productivity.   Building reports in the Lightning Report Builder, a drag and drop interface, is… Read More

Trailhead is Salesforce’s online learning platform, with self-guided training, for free. The resource was born from Salesforce’s motivation to build a skilled workforce to meet looming technical skill gaps. Trailhead is based on gamification; users achieve badges (etc.) in order to level up through the… Read More