Salesforce recently released an Appexchange package called Trailhead Tracker which syncs your user's Trailhead activity into your Salesforce org. The app has several features including the ability to assign specific modules to your users and track badge completion progress. The package even includes a set of reports and a dashboard that nicely summarizes the assigned,… Continue reading Customizing Trailhead Tracker With Process Builder
UPDATE -- Salesforce has extended the TLS 1.0 deactivation date out until July 22, 2017. This will give you a bit more time to make sure that your users and integrations are ready for this change. March 4, 2017 is fast approaching and with it comes the disabling of the TLS 1.0 protocol in Salesforce production… Continue reading Are you ready for Salesforce TLS 1.0 deactivation?
I recently had a need to update Salesforce username and email addresses due to a change in the email domain. There were over 100 user accounts affected by the change and it really only made sense to do a mass-update using Data Loader. The process for mass updating the User accounts only requires a few steps:… Continue reading Using Visual Workflow to Update User Email Addresses
Over the past few years I have used Visualforce to customize certain aspects of the Salesforce UI. A typical customization would be to display a logo or other image, stored as a static resource, on a home page or custom landing page. The code for this is only a couple of lines long and looks… Continue reading Displaying Static Resources Using Lightning Components
Salesforce has posted the video of my Dreamforce 2016 Session on Replacing URL Hacks with Actions. In this session I cover the challenges of using URL hacks in Salesforce, the limitations related to Lightning, and strategies for using Actions as a path forward to Lightning Experience. Video: Dreamforce 2016 - Replacing URL Hacks with Actions https://play.vidyard.com/GEmMoGnaof24afwoMTRnBQ.js?v=3.1&type=inline&hide_html5_playlist=1&video_id= The… Continue reading Dreamforce 2016 – Replacing URL Hacks with Actions
Dreamforce 2016 is here! Whether you are a Salesforce veteran or a newbie there will be informational, technical, and hands-on sessions for you. We can expect a lot of information on the newly announced Einstein product as well as more details on Lightning features. The most exciting portions of these announcements will likely come during… Continue reading Dreamforce 2016 Is Here