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” […]
Author: Ekaterina Geta
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. […]
A short story of an AdBlock and Pardot’s broken interface
Hello guys, I just came across an incompatibility issue between the Pardot and uBlock plugin. In a usual sunny day, I was about to start a config of a new account for a client and when I travel back in CSS-free time as soon as I land to the login page.
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.
Trailhead error & debug – Enable Salesforce Knowledge and Lightning Knowledge in Your Org – Step 5 in the Create a Customer Account Portal with a Self-Registration Flow module
Yet another unexpected hickup on the Trailhead project and the Captain Debug is back on duty. This time validation script didn’t want to acknowledge the fact that Lightning Knowledge was activated prior to the start of the module. If you faced the same issue, read on.
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).
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 […]
Pardot Salesforce: Tracker Domain and Vanity URL – what? why? & how?
One of the updates that came with the Spring ’18 Released are related to the Tracker domain. This sounds like a great opportunity to dig into the subject of Tracker domains. What is a tracker domain, why would you need one and how can you set it up in Pardot? Read on to find out.
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 […]