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By steve
In admin, crm, Salesforce, salesforce.com, tips & tricks
Posted June 20, 2019

Auto-Downloading Salesforce Backups & Metadata

Salesforce can automatically generate full data backups, but you need to download them manually. Here's an approach for automatically downloading them and backing up your org's metadata.

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By steve
In admin, Salesforce, Security, tips & tricks
Posted January 8, 2019

Changing your own user profile

While not common, there are times you need to change your own user privileges. Even though you’re an admin, Salesforce doesn’t let you do that. So, how do you do it?

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By steve
In admin, apex, developer, Salesforce, tips & tricks
Posted August 13, 2018

Schedulable Batch Apex all in a single class?

Do you want to have it all? Have a Batch Apex class that you can easily schedule and/or call simply from the command line and all within one file? Here's how.

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By steve
In admin, apex, developer, Salesforce, tips & tricks
Posted July 13, 2018

Update all records using TouchRecords

Let’s say you’ve just updated your process, or added a new one, and every record will correct itself once it’s edited. BUT…how do you push all records to update so they adopt your new whatever?

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By steve
In Salesforce
Posted June 18, 2018

Droplets – Letting WFR’s update Lookup Fields

Do you need the ability for your Salesforce Workflow Rules (WFR's) to be able to associate records using lookup fields? Here's a trick that'll help you do it.

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By steve
In admin, developer, Salesforce, tips & tricks
Posted May 13, 2018

Putting instructional text on screen

Have you ever had the need to put static text on a Salesforce screen without going to the work of creating a custom VisualForce page all for a simple instruction?

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By steve
In nonprofits, NPSP, Salesforce
Posted April 11, 2018

Nonprofits: Why should they care?

Staff at nonprofits are typically trying to make the most of both every penny as well as every minute. While it’s great that the Salesforce.com Foundation gives ten free licenses to any [...]

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By steve
In foundation, NGO, nonprofits, Salesforce
Posted March 30, 2018

“The Power of Us” and Non-Profits

The Salesforce.com Foundation gives nonprofits 10 free user licenses to use the platform. They call this program “The Power of Us”. However, the Power of Us is more than just a donation program, [...]

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By steve
In foundation, NGO, nonprofits, NPSP, Salesforce
Posted March 1, 2018

Nonprofit Success Pack (NPSP)

Salesforce’s Nonprofit Success Pack (NPSP) gives nonprofits an amazing staring point to build on for managing their donors and operations.

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