Saasy thoughts about Salesforce
Admin Win: Create Test Data Quickly In a Sandbox
As admins, we test things in Sandboxes (at least, we should be if we’re being good). Sometimes, we do need to test creating records as users, but often times, we need some data to already exist. Here’s how an admin can utilize some copy and pasting magic to create test records
Flow Hack: Flow Naming Conventions
As promised in my 2022 Best Practices for All Flow Types, I have compiled my full list of naming conventions. You’ll find a defined naming convention for pretty much every possible thing you might include in a flow. Take what I’ve defined below and customize it for what makes sense in your org. Note: You’ll…
2022 Flow Best Practices, Pt 2: Screen Flows
Today we’re bringing you Carissa’s best practices for screen flows, continued from last week’s Best Practices for All Flow Types… Scroll down for the details, or click the links below to jump right to the best practice: Formatting Text Customize Buttons Use Data Tables Provide Helpful Error Messages Launch Flows with Actions Use Screens and…
Flow Enhancement: Flow Trigger Explorer & Ordering
I was on a User Group meeting featuring the “Oprah of Salesforce” – Jen Lee. She showed Spring 22 features I already knew about, but I was so excited about them, I thought they were worth their own post. Flow Trigger Explorer This is such a powerful tool. You know all those times you’ve wanted…
2022 Flow Best Practices, Pt 1: All Flow Types
A couple years ago, I wrote a blog on my personal Flow Best Practices. Because I learn more about Salesforce every day, and my knowledge and understanding of the platform continues to grow, my list of best practices for flow has evolved. I share it with you today – and who knows, maybe in 2024…
Carissa’s Favorite Spring 22 Release Highlights
It’s that magical time of year again when we all prepare for the Spring release! Here are some highlights… Flow Orchestrator is here! But it does require an additional fee Auto Layout is GA AND you can open subflows directly in the canvas! Convert Record Collections directly to choices Elements in loops can connect to…
Overwrite Standard Buttons with Flow
Have you ever wanted to have your users create a parent and child objects at once, without relying on them to remember to do it? If you haven’t, can I come work in your org? Let’s pretend Tim McGee is an awesome admin at Skywalker Space Shuttles. Tim’s VP of Operations, Becky Stark, comes to…
Admineloper Journey Pt 1: Get Started Coding
Are you an admin who wants to code? Join me, fellow Adminelopers, on this journey from Admin to Developer. We’ll start with some of my newly discovered tools – Salesforce CLI and Microsoft Visual Studio Code.
Salesforce 101: Roles vs. Profiles
The question asked by everyone new to Salesforce: What is the difference between a role and a profile? Put simply: Roles determine what data you can see. Profiles dictate what you can do with it. This is an ever-changing concept as Salesforce works towards ultimately eliminating Profiles and replacing them with Permission Sets. Reminder: Permission…
Carissa’s Favorite Winter 21 Release Highlights
It’s that magical time of year again when we all prepare for the Winter release! Here are some highlights… Flow & Process Automation Highlights #1: Before Delete Flows Who needs to learn to code when you can do before delete triggers with flow? Salesforce is slowly making it possible for Admins to be all powerful…
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SaaSy Sisters 