RIP My Inbox
The Good Enough Consultant launched a "Good Enough" Consultant Referral Program, attracting over 77 sign‑ups in the first 24 hours, underscoring strong market interest. The founder highlights how a partnership with Salesforce enables consultants to work from anywhere, sharing personal travel experiences across Spain’s coast. The email blends a product launch with a narrative of a nomadic lifestyle, positioning remote consulting as both viable and desirable. The post ends with a call to action for referrals while assuring privacy and easy unsubscribe options.
The “Good Enough” Consultant Referral Program
The author launches a free “Good Enough” Consultant Referral Program focused on Salesforce talent. It invites individual consultants—full‑time, part‑time or freelancers—to apply via a Google Form and will only be contacted for roles that match their skill set. The initiative...
Native Tax Receipts in Salesforce: A Game Changer or Still Lacking?
Salesforce has launched a native tax‑receipt feature for its Agentforce Nonprofit (Nonprofit Cloud) platform. The solution is free, leverages Word‑based templates, and hints at future enhancements. It is limited to Agentforce Nonprofit, offers modest customization, and does not address regional...
Don’t Hardcode Content
A client’s outbound communications were locked in Visualforce emails and Apex‑hardcoded SMS, making updates painful. The consultant migrated the emails to Lightning Email Templates (LET) with Enhanced Letterheads, simplifying edits to a Word‑like experience. Order details were moved to a...
Record Pages to Page Layouts
Nonprofit organizations often create multiple opportunity record types—Donation, Grant, In‑Kind Gift, Matching Gift, Major Gift, Membership—and map each to a distinct Lightning page layout. However, In‑Kind Gift, Matching Gift and Major Gift are essentially sub‑categories of donations, allowing them to...
Orphaned Page Layouts
A client’s Salesforce org contained five Contact page layouts, including a Lightning layout that was actually a classic layout. An admin discovered the redundancy by reviewing the Page Layout Assignment, revealing that all profiles shared the same layout. After confirming...
10 Skills Needed for Future of Work
The World Economic Forum’s Future of Jobs Report 2025 outlines ten critical skills for the coming decade, grouped into AI & Technology, Human Skills, Adaptive Mindset, and Leadership. AI & Big Data Literacy, cybersecurity, and technological fluency cover the technical...
Which Variable to Use in an Assignment Step
In a non‑record‑triggered Salesforce flow, the Get step returns a record variable (Get_Account) that stores all fields automatically. Updating the Phone field directly on Get_Account causes the flow to write every field back to the database, even those unchanged. Creating...
Convert Multi-Select Picklists to Text
Salesforce admins can now transform a multi‑select picklist into a plain text field using Flow, simplifying downstream usage. The method copies the picklist value to a new text field and replaces the default semicolon delimiter with commas via the SUBSTITUTE...
Button on a Related List that Opens a Screen Flow
Salesforce admins often replace the standard New button on a related‑list with a custom solution to reduce fields and add automation. Common workarounds include building a Lightning Web Component or creating a parent‑record action, both of which alter the user...
Working with the Salesforce Mobile App
Salesforce’s mobile app lets users stay connected on the go, but it requires careful configuration to deliver a usable experience. Page layouts collapse to a single column, so field order matters. Separate Lightning pages, branding, and navigation settings should be...
Choosing Between Standard Objects and Custom Ones
When designing a new client feature, the key decision is whether to rely on standard objects or build custom ones. Best‑practice guidance suggests using standard objects if they cover at least 80 % of the required data model; otherwise, custom objects...
AI Isn’t Good at UX
A developer used AI to generate Lightning Web Components, achieving near‑perfect code for functional requirements. When asked to redesign the UI for tablet use, the AI repeatedly produced unusable layouts despite multiple prompts. Even feeding AI‑generated design advice into another...
No Records in Salesforce Match Your Delete Criteria
Salesforce Flow’s delete element throws a fault when the target collection is empty or a single record doesn’t exist, displaying the message “No records in Salesforce match your delete criteria”. This forces admins to add pre‑validation checks, such as confirming...
What’s Better: Boolean or Picklist?
In Salesforce, tracking binary outcomes is often done with boolean fields. However, using a picklist instead offers a blank default, indicating the question wasn’t asked. Picklists also allow more descriptive answers and easier future modifications. Consultants should evaluate data needs...