A. Ruiz Content

Salesforce

  • How Does Salesforce Support Their Partners?

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Problem in Salesforce Implementations – Many Salesforce implementations face challenges, often resulting in unfinished or failed projects. – Common issues include prioritizing profit over quality and ignoring best practices. 2. Certification and Support Dilemmas – The certification hiring dilemma prioritizes credentials over…

  • Master Apex Replay Debugger: How to Streamline Debugging in Salesforce

    Here’s the hidden gem for debugging Apex code in Salesforce that simplifies your process. 1. Engagement in Debugging – The Apex Replay Debugger offers a distinct advantage over traditional debugging methods by allowing offline playback of existing logs. – It leverages the Salesforce CLI, Visual Studio Code, and Salesforce Extension Pack, providing a streamlined debugging…

  • Get Agentforce Ready: Move From Profiles to Permission Sets | How I Solved It – Salesforce Admins

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Transition from Profiles to Permission Sets – Managing permissions in large Salesforce environments is complex and often chaotic. – The shift from profiles to permission sets aims to enhance security through the Principle of Least Privilege. 2. Key Challenges – User access…

  • Salesforce User Access Policies: The Complete Guide

    Here’s the hidden benefit of Salesforce User Access Policies: reducing manual admin workload. 1. Current Trend – Salesforce is sunsetting permissions on Profiles, pushing organizations towards Permission Sets and Permission Set Groups. – User Access Policies, introduced in the Summer ’24 release, simplify access management. 2. Key Insights for Salesforce Professionals – User Access Policies…

  • #SalesforceSpring25 – Enhanced List Views for Roles & Permission Sets

    Here’s the hidden issue with Salesforce list views that no one tells non-tech managers. 1. Enhanced List Views – Salesforce Spring ’25 introduces upgraded list views for roles and permission sets. – This enhancement allows for a more intuitive user experience and greater visibility. 2. Key Benefits for Salesforce Professionals – Improved navigation aids in…

  • #SalesforceSpring25 – Sort List Views by Multiple Columns

    Here’s the hidden issue with Salesforce list views that no one tells non-tech managers. 1. Problem – Salesforce professionals often face the challenge of limited sorting capabilities in list views. – Sorting by multiple columns has been a long-requested feature to enhance data visibility and usability. 2. Approach – The Spring ’25 update introduces the…

  • Explore Data Cloud APIs with the Refreshed Postman Collections

    Here’s the hidden issue with Salesforce that no one tells non-tech managers: Understanding Data Cloud APIs. 1. Two Main APIs – Data Cloud API: Direct interaction with DC tenant, faster operations, read-only except for Ingestion API. – Data Cloud Connect API: Integrates with Salesforce Platform, useful for mixed operations with shared connections. 2. Postman Enhancements…

  • Your Ultimate Guide to a Legacy Data Migration to Salesforce

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Data Preparation Challenges – The leading cause of migration pitfalls stems from inadequate data preparation, often leading to budget overruns or delayed timelines. – Ensuring legacy data is clean, accurate, and compatible is critical for a smooth transition to Salesforce. 2. Evaluation…

  • Salesforce Cross-Object Formulas vs. Roll-Up Summary Fields

    Here’s a surprising fact: Choosing the right Salesforce tool can redefine your data efficiency. 1. Cross-Object Formulas & Roll-Up Summary Fields: The Basics – Cross-object formulas allow referencing fields directly from related records, ideal for dynamic calculations. – Roll-up summary fields aggregate data from child records, perfect for pre-calculated insights. 2. Key Differences for Salesforce…

  • Why Is Salesforce Line-Item Management a Challenge?

    Here’s the hidden challenge with Salesforce implementations: line-item management can become a complex obstacle. 1. Current Challenge – Line items represent individual products or services within Salesforce objects like Opportunities, Quotes, and Orders. – The out-of-the-box (OOTB) line-item configurator often doesn’t meet advanced business needs. 2. Specific Issues for Salesforce Professionals – Dynamic Calculations: OOTB…