This is a sample of a refreshing sandboxes process for an organization. Edit as needed! Refresh Schedule Once every 2 week iteration for partial sandbox Once every month for full If both current and full are scheduled to be refreshed, refresh current first and then full. Refreshes can take up to 2 days, so having one of these sandbox available is important. Who is responsible … Continue reading Salesforce – Refreshing Sandboxes
These queries were used in our SOC2 Auditing and can be used to help understand user permissions and creation. The way I utilize these queries is through Data Loader, but you can also use other developer tools. What Users Were Created This Year? This is used to pull sample users to check that access is accurate How to pull: Open Data Loader Select Export Select … Continue reading Salesforce SOQL Queries for Permission Audits
In this post, I discuss how we solved an issue regarding security, cost, and user experience as it relates to documents that needed to be accessed during phone calls by a support team using Salesforce. Situation Organization had PDFs of over 50,000 documents with Protected Health Information (PHI) that they want support department to have access to during support calls, which are handled in Salesforce. … Continue reading Salesforce Flow: Creating a Contact Helper Card using Salesforce Screen Flows in Service Cloud
In this post I’m going to show you a simple flow I created to automatically create a related record when a certain type of custom record we had was marked as successfully completed/closed. In this specific example, we have three objects, here’s a little bit about their architecture to help you understand the automated record triggered flow and test class. Contact Custom Case – this … Continue reading Salesforce Flow: Record Triggered Flow to Create Related Record
These are some user tips I provide to my team at my organization to help troubleshoot salesforce login issues. User tips Provide login link here Your username is your full email address. If you forgot your password, you can use the Forgot your password? link on the login page. While you can log in through SSO, if you are using the Salesforce login page, you … Continue reading Troubleshooting Salesforce Login Issues
These are the best practices I used in order to ensure my company’s user policies were in line with our security standards and passed a SOC2 Audit. This is based on utilization of Atlassian products (Jira and Confluence), but can be altered for your organization. Situation Salesforce was going to be added to list of systems for audit on our SOC2 and needed a standardized … Continue reading Salesforce User Management Best Practices – Managing Users
These are the best practices I used in order to ensure my company’s user policies were in line with our security standards and passed a SOC2 Audit. This is based on utilization of Atlassian products (Jira and Confluence), but can be altered for your organization. Situation Salesforce was going to be added to list of systems for audit on our SOC2 and needed a standardized … Continue reading Salesforce User Management Best Practices – Onboarding Users
Use these release note templates to update your company or salesforce user base on recent releases! These are for the quick wins where you are focused on training your team to use Salesforce efficiently! Feature: Split view on list view Summer ’20 When I read about this feature in release notes, I immediately thought about my sales team, each additional click takes valuable time, so … Continue reading SFDC Release Note Communication Template – Split View
In my current MBA class on Personality in the Workplace, we are discussing the CentACS Workplace Big 5 in detail. My scores are as follows: + is high, – is low, = means more flexible on this trait based on the situation Need for Stability (N)=/+ Explains how people at work respond to and handle stressful situations—a critical aspect of today’s successful and effective work … Continue reading Workplace Big 5 Results
Alana Muller from Coffee Lunch Coffee got me thinking with a post that included the following tip: Create a personal advisory board. Who is your personal dream team? When you make an important (or even a less important) decision, who do you turn to for advice and affirmation? Gather them together… they don’t all need to be in the same room, but you should talk with … Continue reading Building a Personal Advisory Board.
Good Morning, Jackie 