Simple Lightning Component for Toast Alerts
09 - 29 - 2023
[ development ]
[ development ]
Easily pop toast messages to your users when records change
Creating PDFs from Lightning Web Components
08 - 08 - 2023
[ development ]
[ development ]
Using two great javascript libraries to easily generate PDFs from Salesforce
Automating CRM Account Redistribution
A approach for automating account redistribution across a team of sales reps
Classifying Leads and Contacts
A approach for categorizing Lead and Contact records by title for more effective engagement
Database-to-Salesforce Integration Using AWS
A template for buiilding a simple integration to move data from a database into Salesforce using AWS tools
Custom Dashboards with VueJS
Frustrated with the limitations of Salesforce reporting/dashboards? A custom approach might be easier than you think.
Don't Get Bitten By Failing Apex Unit Tests
05 - 08 - 2020
[ testing ]
[ testing ]
Running your tests automatically every day is a best practice, and you don't need a Continuous Integration setup to do it.
A Simple Integration Approach for Simple Integration Needs
12 - 10 - 2019
[ integration ]
[ integration ]
For simple, "low business impact" integrations - a combination of webhooks and an Amazon Web Services Lambda function can deliver a solution quickly and easily.
Where is This Salesforce Field Used?
10 - 17 - 2019
[ admin ]
[ admin ]
Deprecating and removing unused fields from Salesforce is an important part of system hygiene. But how can you identify what Salesforce components might still be using the field you want to remove?
Easy Customer Record De-Duplication Using Machine Learning
05 - 11 - 2019
[ data ]
[ data ]
Got a duplicate problem in your customer data? Maybe this tool can help - a simple utility that uses fuzzy matching and machine learning to find duplicate customer records.
Free Data Enrichment APIs for Salesforce
04 - 14 - 2019
[ data ]
[ data ]
While there are a host of paid services providers available for Salesforce customers looking to enrich their customer data, in this post I will call out a couple of limited, but free options.
Implementing a Basic Data Quality Program in Salesforce
02 - 02 - 2019
[ data ]
[ data ]
Implementing a basic Data Quality Program for Salesforce is straightforward, and setting up a monitoring solution in Salesforce is relatively easy and can provide big benefits.
Salesforce ETL and Data Cleansing with Ruby
11 - 07 - 2018
[ data ]
[ data ]
Wrangling customer data often consumes a large part of a Salesforce administration team’s capacity. This includes transforming and moving data between Salesforce and other systems, as well as normalizing, verifying, and deduplicating customer data within Salesforce.
Geographic Grouping for Salesforce Territory Planning
10 - 01 - 2018
[ development ]
[ development ]
I worked on an interesting problem for a client recently, and I thought I would take a moment to share some of the learnings in case they are helpful to anyone else. The client was implementing a named-accounts sales territory plan, and want a tool to help them create groups of Accounts that will make up the territories, from the 150,000 unassigned Accounts in their Salesforce instance.
Salesforce Training Project - A Lightning Sales Trip Planning App
12 - 26 - 2017
[ development ]
[ development ]
Small training projects are a great way to build skills and learn new technologies. For me, reading documentation or blog posts is no substitute for actually building a working application. In this post, I’ll share the results of my latest Salesforce project - a simple sales trip planning tool built with Lightning Components. Perhaps it will help give you some ideas for training projects for you to pursue.