Category Archives: Salesforce

Salesforce Security Health Check

Back in Spring ’16, Salesforce added a tool for assessing an org’s security – Setup > Security Controls > Health Check. I hadn’t had a reason to use it until recently. Despite having the standard System Administrator profile, I got the … Continue reading

Posted in Salesforce | 1 Comment

Just in Time Provisioning for Salesforce Portal Users

Just in Time (JIT) Provisioning allows you to create new standard and portal user records in Salesforce when a user first logs in via an IDP (Identity Provider). So, how is this useful for managing large portals? If you are … Continue reading

Posted in Salesforce, Web/Tech | Tagged , , , , , | 7 Comments

Salesforce Workbench extension for Firefox and Chrome

A few months back, I converted from Firefox to Chrome because it was much faster loading javascript intensive sites like Salesforce.com and Workbench. Plus, it supports a bunch of helpful extensions (like these) that make my job easier. A colleague recently informed … Continue reading

Posted in Salesforce, Web/Tech | Tagged , , , | Leave a comment

Come stalk me at Dreamforce 2012

*Updated 9/14* DreamForce 2012 is only a few weeks away. You can still register or sign up for a free pass that gets you access to only the keynote addresses and campground. Free is nice, but you don't get access … Continue reading

Posted in Salesforce, Web/Tech | Tagged , , , , | Leave a comment

Salesforce Technical Architect Certification; Part 2 – Review Board

Continued from Salesforce Technical Architect Certification; Part 1 Multiple Choice Exam I’ve just finished the second part of the Salesforce Technical Architect Certification, the live Review Board, and I must say it’s a bit draining. Imagine something like the picture on … Continue reading

Posted in Salesforce, Web/Tech | Tagged , | 4 Comments

Query Tasks, Notes, Attachments by Object Type using SOQL

If you've worked with Salesforce for a while, you've probably come across the gotchas of some of the "standard" sObjects like Task, Event, Note, Attachment and some others. What these all have in common is that rather than having a standard … Continue reading

Posted in Salesforce, Web/Tech | Tagged , | 3 Comments

Cloud based Data Loader

On my Mac, I've historically used Simon Fell's LexiLoader as an alternative to the officially supported yet windows-only Salesforce Data Loader. Though, today, I was running a deletion of a rather large set of records and it was running oh … Continue reading

Posted in Salesforce, Web/Tech | Tagged , , | Leave a comment