It’s true – we all celebrated Process Builder as a game changer when it was introduced to our beloved Salesforce platform about two years ago. Then we found out that is had issues with bulkification. Then we learned that we can do quirky things with it, break governor limits. And we learned that it will send exception messages in a completely new way. And then, there’s the issue with deploying them.
I was presenting at Tahoe Dreamin’ 2018 with Meighan Brodkey (@meighanSF) on Jan 19th, 2018. We had so many questions raised in the Q&A, so many people who posted us later on, so that I think it’s worth to not just share the slides, but elaborate on that in a series of blog posts. If you need a quick overview, the slides are already up on slideshare. This is #1 in a series of five blog posts, covering the high level principles that we were advising you to adopt for your declarative development lifecycle.
A discussion started by Tim Wiech led me and quite a number of friends from the Salesforce Ohana to discuss the very tools each dev or admin should know and probably use most of the day. It took us roughly 2 hours to share our thoughts and come up with even more and even better ideas. But eventually, we had the list to end all lists: Salesforce Admin/Dev Essentials (use the comments to share your ideas)
Time tracking has always been a pain for my team, even though we once built our own time cards in our org, then fell back to submitting Google Sheets timesheets and finally ended up with Harvest and Forecast. Both are by no means perfect, but they deliver exactly what we need – so Harvest it is. All we needed was a Salesforce integration and I took up the loose ends that MavensMate’s Joe Ferraro left for me in 2011 – and *boom* – it works. Continue reading “Open sourced: Time tracking to Salesforce with Harvest”
Geez, what a nasty thing. I implemented Omni-Channel lately to allow for a very limited number of staff skim through a huge heap of records. Omni Channel is a huge feature for this task: You can define queues for different objects, assign queues to channel, define how many items each agent can handle at a time, distribute work among agents that have capacity and so on.
Now, if something stops working abruptly on the Salesforce platform, anyone should know what happened, but I was looking for the less obvious reasons anyway. So, here’s the note to myself, and all others who have been failed by Omni-Channel all of a sudden:
- Omni-Channel has an own set of limits, and these strictly enforced limits. 10,000 items can be simultaneously pending, and 5,000 items can be routed per hour. Numbers vary by edition, but not really: Professional, Enterprise, Unlimited and Performance have these limits, and the feature is not available for Personal, Group, and Contact Manager editions. That’s it. Therefore: First point to check for all Omni-Channel Mishaps is the limit consumption.
With a certain routine in Salesforce certification (I hold 12 currently, including all four consultant certs), I have to admit that my latest addition, Certified Marketing Cloud Consultant, was indeed one that I seriously struggled with. So – first time ever – I decided to have a blog post on that one. Maybe someone will find it helpful.
Continue reading “Getting the Marketing Cloud Consultant exam in the books…”