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The Maintenance Project and the Four Roles
In my article Project Manager vs Product Manager vs Product Owner vs Scrum Master , I argue that communication and the critical path are more vital to project success than the roles themselves. Regardless of how roles are distributed or merged, what truly matters is clarity—cla…
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ProfileSalesforce Profiles
Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. Reference: Salesforce And my recommendation is that, before you start and create a Profile for each Role in the Role …
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Salesforce Error "550-5.7.26 Unauthenticated email from" and Email Deliverability
550-5.7.26 Unauthenticated email from [DOMAIN] is not accepted due to the domain's DMARC policy The message is unambiguous, you have an issue with the DMARC policy. You can find the message in the email log, in those lines with a "P" in the Mail Event column. …
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Flow PauseSalesforce Screen Flow - Wait/Sleep Lightning Component
Flow Element: Pause for a Screen Flow We cannot use the Pause element in a Screen Flow , and there are use cases where we might need the user to wait some seconds before he/she can continue working with the Flow. Even if you can use a Pause element (for instance, calling an aut…
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Salesforce - A simple Help system using Lightning Web Components LWC
A simple Help system using Lightning Web Components LWC There are ways to offer custom help to your users in the standar, like, for instance, Help & Training (where you can add links to documents). See Customize the Help Menu in Lightning Experience . Or the In-App Guidanc…
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CRMThe 4 bases of the CRM Strategy
It is known that the organization's performance increase when there is a well defined CRM Strategy. In this post, I show the bases of the strategy. The CRM Organization and the CRM Vision An organization that has the structure and vision that enables, supports, and eases the…
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Permission SetSalesforce Permission Sets
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles. Reference: Salesforce We need to remember what a Salesforce Profile is an…
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Salesforce Flow ButtonSalesforce Flow Toolbar and Modal Windows
How can we execute Modal Flows from a button in the "object action bar"? Flow Button Toolbar Component in action In this article I share a component that shows as a toolbar in the Record Page and allow to execute a Flow from a Modal Window. Objectiv…
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Lightning PillA Container Approach For KPI Integer Components
How can we display KPI Components in a line, side by side? KPIs showed in a line In my previous post Use a Lightning Pill as a simple KPI. And the power of Flows! I made a simple component to show integer KPIs. In this article, I share a component that shows seve…
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Attachment ListViewEmail Signature Images as Attachments
I did my best to solve an interesting challenge (solve? nope, probably it is just a workaround 😏). Challenge : Why in the Case's Attachment list I cannot select and delete? As you know, there are too many emails, and in each email there is a picture used as the email signa…
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The Maintenance Project and the Four Roles
In my article Project Manager vs Product Manager vs Product Owner vs Scrum Mast…
inSearchbox
Search Box for Picklist Value Selection
🔎Salesforce - Search Box for Picklist Value Selection If you've ever work…
Salesforce - A simple Help system using Lightning Web Components LWC
A simple Help system using Lightning Web Components LWC There are ways to offe…
Salesforce Error "550-5.7.26 Unauthenticated email from" and Email Deliverability
550-5.7.26 Unauthenticated email from [DOMAIN] is not accepted due to the domai…
Salesforce Permission Set Groups
A permission set group streamlines permissions assignment and management. Use a…
inToolsforce
Salesforce Permission Sets
A permission set is a collection of settings and permissions that give users…
inToolsforce
Salesforce Profiles
Profiles define how users access objects and data, and what they can do with…