Salesforce Automation Hour with Francis Pindar MVP

Automation Hour is run by three Salesforce community leaders, David Litton, MVP Jennifer Lee & MVP Rakesh Gupta. The aim is for Salesforce Administrators to share and demonstrate the ways they have implemented declarative automation within Salesforce so we can all learn from declarative automation best practise.

Salesforce has some amazing tools for automating business processes but over the past couple of years more power has been put in the hands of Administrators with Process Builder & Flow. But with great power comes great responsibility and with this power is become harder to debug and find issues on the Salesforce platform. This talk

This talk is aimed at Advanced Administrators wanting to get to the route of their Automation issues more quickly so that you can resolve them faster. Just knowing a little about how Salesforce works under the covers can be life changing for an Administrator.

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Administration, Apex, Development, Events, Videos

Grab some popcorn, London’s Calling 2017 videos are now LIVE!

I’m totally overjoyed to announce that we’ve uploaded the majority of the sessions for London’s Calling 2017, the largest Salesforce Community event in Europe. I can now watch all those sessions I missed :), like what was Todd wearing and why? a question I’ve been itching to find out 🙂 and Belinda Parmar OBE’s keynote on Empathy totally worth a second watch!

There are four playlists on the LC YouTube Channel:

We increased the quality of the videos this year and they look really great, there are a couple of videos still yet to be processed but the majority are now up. If you do have any questions please let me know! I know what I’m doing this weekend 🙂 … where’s the popcorn!

 

Administration, Development, General

Adding columns to Salesforce Duplicate Management Result

Brent Downey has created a brilliant post on Salesforce’s new “Duplicate Management” tool. But one of the obvious features that is missing is being able to change the columns that the user sees when the Duplicate Management finds a match. For example, if you are matching on (e.g.) the contact name and city, when you find matching records only the contact name and city are displayed in the matching table, and there is no option to change this, which can be a real pain! I want to see the company name, address, etc. So I can tell if an actual duplicate or not. But there is a solution that I mentioned in my “Data Tips, Tricks & Strategy” session at Dreamforce 2015.

Fake your Matching rule

Brent did a great post on how to setup Duplicate Management, but I’m just going to focus on the matching rule. Based on my example above if I wanted to create a matching rule to match contacts with a similar First Name and Last Name I would create a matching rule that looks like the following:

First Matching Rules

Duplicate Management > Matching Rule; Matching on Contact First name & Last name

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