Here is the podium to one of many mysteries of Salesforce. Put simply this article answers the following question: Is there a way to create folders within the files tab in order to manage files uploaded there? The short answer “yes, click New Folder button”. The complete answer “if you can’t see New Folder button” […]
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How to turn your video calls into automatic field updates in Salesforce. Step by step guide
In the era of “Software that’s eating the world”, where each step you take at work has its own tool, the biggest challenge every team is facing is how to make them work together. And the ones who have to tackle the challenge are often Salesforce admins. Being one myself, I know this first hand. […]
Trailhead module – Lightning Platform API Basics – Import Accounts Using Bulk API and Workbench
Unlike other modules where I was writing the debug instructions to work around the issue with validation, this one is more of a guidance type. Instructions for this module isn’t due to any issues from the Trailhead validation side, but rather a tip of how to get it quickly.
How to configure Gmail & Email Relay to avoid deliverability issues with emails sent from Salesforce.
This article is here to help you out if you are receiving the error messages with the “Undeliverable” subject when sending the Email from Salesforce through your Gmail account (similar to the one on the screenshot below).
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How to Add a Salesforce Dataset into Einstein Discovery if My Organisation is missing ?
I keep on struggling with the Einstein enabled Developer orgs. This time I’ve faced an issue while following the Einstein Discovery Classic Data Integration module. And the bump on the road came in yet another unexpected place – integration of the Salesforce Dataset. You would think among all the data sources available this would be […]
Tricky Trailhead module you would never expect to be – Share CRM Data with Your Partners
The usual modules that set some bumps in the way of completing it are the parts of the Superbadges section, I mean they were made this way by design. But as it turns out there are some tricky surprises that hiding inside the guided project modules too. The one that got me tripped is a part […]
Quick note on the CURRENCYRATE function (Spring 18′ Release)
This Currency related formula functions very much expected by many users having clients across borders. When it finally came out in Spring 18′ Release I was very optimistic about its functionality – expecting it would return a server value similar to NOW() function. Sadly, it didn’t. What it does is just returns the Exchange rate […]
Salesforce License Comparison Matrix – where has it disappear?
Do you remember this nice and neat pdf format of the license comparison with green circles and blue squares? I’m speaking for myself here but I did find it extremely useful and gave a perfect overview of different licenses.
Spring 18′ Release: Time field update
You might have already noticed a new field type in your Org, if not let me introduce you to the Time field released as a private beta in Winter 18′ and as an open Beta in Spring 18′. If you have been curious and gave the private beta a try in your Sandbox or Dev Org […]
3 ways to jazz up your Salesforce using emojis
This day has come, it’s my time to come out of the closet. It took me some time to admit it but I’m ready now. I can’t hide it anymore… I love emojis 🤪🤩 😊 😇 🙃 Here I said it! (it’s not like my favicon have already given me away 😂) Jokes apart, I think that it’s always […]