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Profiles and Permission Sets determine what the Users in your Salesforce Org can see and do. Permissions must be managed carefully in order to ensure that Users can do their job effectively and that Org security is maintained. Salesforce is introducing exciting new technology in the Spring 48.0 release that will revolutionize how an Admin can organize the permissions in their Org. Permission Set Groups will allow Permission Sets to be grouped together and assigned to Users. This technology promises to reduce the dependence on Profiles and provide greater clarity and agility for all permission assignments. …


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Salesforce DX is not just for developers! There are important features in Salesforce DX that every system administrator should know about. Some of the exciting new technologies associated with Salesforce DX include Developer Projects, Dev Hubs, Scratch Orgs, Source Tracking, and Unlocked Packages. Salesforce DX is way more than just a command line interface.

This blog will discuss how Salesforce DX and associated technologies can help administrators be more effective. We will also talk about how to coordinate Source Based application development and Org-Based release management. …


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Many Salesforce developers and system administrators use the Metadata API to manage the change and release process for complex orgs. I was one of the first people to start using this API over 10 years ago when our Snapshot product was originally published. I really like the Metadata API, but anything this powerful is bound to have a few eccentric quirks and special use cases that need to be considered.

This blog covers some of the most common technical issues that a Salesforce developer or system administrator working with the Metadata API is likely to encounter. In particular, we are going to discuss the Retrieve API, which pulls assets from an org, the Deploy API, which pushes assets to an org, and the List API, which tells you what assets are in the org. …

About

Bill Appleton

Bill is an expert on smart clients and API services. He is currently the CTO at Metazoa where he works on the Snapshot Change and Release Mgmt application.

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