Automation, Trailhead

Customizing Trailhead Tracker With Process Builder

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

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Automation

Using Visual Workflow to Update User Email Addresses

  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

Lightning

Displaying Static Resources Using Lightning Components

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

Lightning

Dreamforce 2016 – Replacing URL Hacks with Actions

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