Salesforce Notes Taken Over Time
Published in
4 min readApr 8, 2020
A quick dump of my Salesforce notes from Evernote so that others can access them easily. I guarantee you that the list doesn’t make sense, this is a dump…but there are gems in here!
Salesforce Labs
Flow and Lightning Components
Orgs
- Pre-release Orgs: https://www.salesforce.com/form/signup/prerelease-spring19.jsp (change based on the coming release)
- Einstein Analytics: https://developer.salesforce.com/promotions/orgs/analytics-de
- Einstein Prediction Builder: https://developer.salesforce.com/promotions/orgs/einsteinbuilder
- Financial Services Cloud: https://www.salesforce.com/form/signup/financial-services-cloud-trial.jsp
Data Hygiene (For Admins)
Weekly
- Review Records Created in the Last Week
- Review Naming Conventions and Ensure they are Being Enforced
- Review Deduplication Setup
- Set Up Data Export
Monthly
- Delete Fake or Test Records
- Run Adoption Dashboards
- Clean Report Folders and List Views
- Clean Up Campaigns
- Run NPSP Health Check
Yearly
Videos
How Custom Is Your Org? — A Framework For Measuring The Shape Of Your Org
- Config / Extend / Enhance / Replace (CEER)
- Config — Any functionality using ‘no logic’ setup i.e. value substitution e.g. FLS, Default lead owner,
- Extend — Logic & data processing functionality (declarative, code), minimal long term impact when using best practices
- Enhance — Introduction of ISV and off platform solutions, long term impact is contingent on ISV
- Replace — Replacement of OOTB functionality
- Inputs to process
1) Requirement (user story, etc)
2) Proposed solution
3) Estimate
4) CEER Categorisation
5) CEER Method (declarative, code)
Posts
- Visualforce Access Metrics
- OpenForce
- Mockaroo — an easy way to generate millions of test data
- Calling flow from Apex
- Regex explanation
- Splash page in Salesforce
- 5 Ways To Make Your Lightning Community Even Faster
- Custom Lightning Record Pages
- Maximise maintainability with process builder and componentised visual workflow
- 90 Things I learnt
- Login Flow Survey
- Security Basics
- Salesforce record completion
- Email Template Formulas
- Deploy Profiles with ANT (could use steps 1–3 then update the package.xml to only include the profiles metadata since all other metadata will be in the target org already)
- The hidden functionality of custom report types
- Profile deployment checklist
- Salesforce Technical Library
- Guide to sharing architecture
- Salesforce Permissions and descriptions
- Create org wide maintenance window
- Convert 15 Character ID to 18 Character ID in excel only
- Salesforce Standard Object Ids
- Delegated Administration
- ETL Tools
- Notes Conversion tool
- Useful URLs
- Debugging
- Lightning Theme Builder
- SF User Guides
- Release Management
- Salesforce Admin Job
- Archetypes vs Personas
- Record Ownership
- Share records with Flow
- Disable Access to Dataloader
- Apex God Mode
- A Common Myth : Triggers “always” play in GOD Mode (System Context) !
- Community Sharing
- Salesforce Admin Questions
- Feature Branching In Git
- Custom Permissions
- Definitive Guide to Salesforce Security
- SOQL Queries
- License Limit Exceeded Error
- Share Records With Roles
- Domain Driven Design
- Customise Community With CSS
- ApexDocs
Blogs
- Salesforce Blogger
- Einstein Learning Map
- Cumulus CI Docs
- SFDCFox
- Sharing and visibility designer study guide
- Salesforce Memo
- Wade Wegner
- Vertical Coder
- Admin Hero
- Salesforce Ben
- Automation Champion
- Radnip
- Salesforce Week.ly (how to)
- Button Click Admins (for resources)
- Women Code Heroes
- Exploited Dev Orgs
- Developing Flow
- SFDC99
- Arkus
- Salesforce Sidekick
- Judi Sohn (NPSP open source manager)
- Sundoginteractive
- Ezra Keningsburg’s — Kudotek — (Tools)
- Salesforce Developer’s Club
- Ashish Agarwal
- Inteygrate
- Justin’s Blog
- Guha’s Devforce
- Alwaysablezard
- Salesforce-dot-com-er
- Salesforce Summaries
- Salesforce Success
- Silver Lining
- Dave Helgerson
Podcasts
NPSP
Force.com CLI
- Getting Started with Force.com CLI
- Extracting Metadata
- Tips
- Using CLI
- CLI Walkthrough and Batch files (video)
Force.com Migration Tool (ANT)
DataLoader
CLI vs ANT
- CLI doesn’t require passwords to be stored on local device
SF DX
Tools
- Social Engagement Stack
- Search The Force
- Force Talks App Listings
- SF Toolkit
- Perm Comparator
- Workbench (untested)
- Octopus (untested) — documentation
- SQL Builder (untested)
- Talend (not fully tested) — ETL
- G-Connector
- Permissioner (untested) — permission set assignment
- Force.com Tools & Tool kits
- Mass Update Anything (untested)
- Admin Booster
- Skyvia (not tested) — Dataload & back up
- Config Work books
- SpringFive
- Config Workbook
- Get App
- Dreamfactory
- Custom Metadata Type Loader
- Avoni Creator (Lightning Mockups)
- JSON to Apex
- Salesforce CPQ (aka Steelbrick)
- Field Service Lightning
- EasyDX
- Mass Edit + Mass Update + Mass Delete
Things
- Graphics Pack
- Salesforce Labs
- Picture Uploader
- Events
- Almond LMS
- File Exporter
- Attachments to Files
- SLDS Icon Set
- Classic Icons
- Global Variables
- Formulas Cheat Sheet
- Salesforce Cheat Sheets
- LWC Learning
Formulas
- Instance URL: LEFT($Api.Partner_Server_URL_260, FIND( ‘/services’, $Api.Partner_Server_URL_260))
- URLFOR
- Validation Rule & Custom Setting
- Progress Bars
- Power of One
- Use /one/one.app at the end of your browser to see SF1 in your browser
Bash Scripting
Chrome Extensions
- Google Analytics Opt-out Add-on (by Google)
- Pay by Privacy (no longer have to use your own card for testing, useful for life too)
- Salesforce Organizer (store logins, change set helper)
- LastPass (generate passwords and store)
- Boostr
- Quick Login As
- Salesforce API Names (classic only)
- ColorZilla (color picker, pick client’s colours to use in community)
- Admin Assistant
- SFDC Magic Toolkit (change sets)
- VF Wizard
- Quick Test Run
- Lazarus (store form inputs in case of timeout)
- Pocket (read content offline)
- Nimbus (scrolling capture)
- Lightning for Gmail
- Salesforce Inbox
- Salesforce Mass Editor
- Salesforce Profile Access Helper
