Thursday, 7 December 2017

Solved: Exchange rates wrong in Salesforce Customisable Forecasts

Solved: Exchange rates wrong in Salesforce Customisable Forecasts

I came across an interesting Salesforce issue for a customer recently regarding their currency conversions.

The customer had recently implemented Advanced Currency Management in Salesforce but they were finding that forecasts no longer matched their Opportunity Currency Amounts.

This post is a short write up of the fix and a heads up to anyone who experiences this in future.

Monday, 18 September 2017

Mason Frank Salesforce Salary Survey is now open

Mason Frank Salary Survey

It's always useful to find out what the latest trends are in the Salesforce job market are, especially as it is changing so quickly.

Over the past few years, Mason Frank have run a survey that often shows interesting results.

Why should I complete it? 

If the chance to win a gadget isn't enough to sway you, each person who completes the survey gets a detailed report back benchmarking their answers against the other respondents. 

So, if you're keen to find out answers to any of the following questions it is well worth filing it in.
  • How much should you be earning in your job? 
  • How do your benefits and perks compare? 
  • Which factors can advance your earning potential? 
  • What is your Salesforce working culture really like?
Also, anyone who takes the survey and you'll also be entered for a chance to win either a Nintendo Switch or Apple Watch 2 so we're happy to share the link on this blog. Good luck!

The survey should take you no longer than 15 minutes and will close on the 29th September 2017. Mason Frank will be launching the results at Dreamforce 2017 and your own copy of the report will be sent directly to you.

Image from, artist

Friday, 4 August 2017

The Salesforce Admin's Best Friend - Login as any user

Login as any user

Here's a fictional, but very similar to a conversation I had with an end user recently.

Customer: "My report doesn't work, can you help?"

Me: "Certainly, which report are you having trouble with and what is happening when you're trying to run it?"

Customer: "It's the sales one and it's just not working...."

Monday, 17 July 2017

Field Inaccessible - Salesforce Package installation

Field Inaccessible Error

I was visiting a customer last week who kept seeing an error message declaring that a 'field ABCXYZ' is inaccessible.

The strange thing was that this field was not actually on the page layout, or visible in the field editor within the Object editor.

This blog talks through how I tracked down and fixed this issue.

Tuesday, 11 July 2017

ProcessBuilder and Bulkification

ProcessBuilder and Bulkification - Tread Carefully

Since it's launch, Process Builder from Salesforce has gained a lot of functionality. 

In many cases, it can now be used to automate actions that were only previously available with a custom Apex Trigger - in some instances!

The full list of functions possible in Process Builder are listed on this page but some of the most common requirements are:
  • Create a record
  • Update any related record—not just the record or its parent
  • Use a quick action to create a record, update a record, or log a call
  • Invoke a process from another process
  • Launch a flow—you can’t schedule this action with workflow
  • Send an email
  • Post to Chatter
  • Submit for approval
The ability to update related record(s) is one of the most popular features, but it comes with a caveat.

Tuesday, 30 May 2017

Email handler to update Opportunity Stage

Email handler to update Opportunity Stage

Email to Case in Salesforce is an excellent way to bring email data into your ORG and associate it with a current problem/question from existing customers. 

Web to Lead is also a really flexible way to bring in new business enquiries for potential new customers and process them in a structured way as Lead records.

But, what about Email to Opportunity?

Tuesday, 23 May 2017

How many Salesforce Products do you know?

How many Salesforce Products do you know?

Before you scan down to the table below, have a quick go at jotting down all of the Salesforce products that already know?

How many entries are on that list?

Sunday, 19 February 2017

Source Control in Salesforce - Admins and Elephants should never forget

Source Control in Salesforce - (because only Elephants never forget)

Can you remember all of the changes you've made in your Salesforce ORG over the past week?

What about the past month?

Unless you have a photographic memory or an elephant-like memory, chances are some of those individual fields, reports, classes or custom settings you diligently worked on in the past would now be difficult to recall.

Thursday, 9 February 2017

Showing all Custom Fields in a Change Set

Timesaver: Showing all Custom Fields in a Change Set

The problem: 

You're trying to select a large number of custom fields from a particular object into your new shiny change set.

You can sort the custom fields alphabetically pretty easily, but annoyingly there is no A,B,C,D filter when you sort by the Object name.

Friday, 27 January 2017

Greyed Out Picklist after Deployment

Solved: Greyed Out Picklist after Deployment

Today I came upon a picklist field in my customer's sandbox that couldn't be edited. 

The field was all greyed out even though my profile was set to System Administrator.

Here's a quick write-up of what caused it...

Thursday, 12 January 2017

AppExchange Test Drive prompting for username and password- Solved

Stock image of Volkswagen beetleAppExchange 'Test Drive' prompting for username and password - Solved

The Salesforce AppExchange has a very useful feature for any companies listing an App for sale. 

It's called Test Drive and allows you as the publisher of an app to set up and configure a demonstration environment for your app and then link it to your listing.