New Salesforce Break content:
This AI Coworker Saw What Humans Missed: Agentforce Coworker(YouTube video)
Agentforce Coworker Applied: Enterprise Intelligence at Your Fingertips(article)
Is Setup with Agentforce Ready for Prime Time?(article)
Should You Use Roll Back Records in Salesforce Screen Flows?(article - best practice series)
Is Hardcoding Ids a Good Idea in Salesforce Flows?(article - best practice series)
Enjoy
#Agentforce #New Releases #Flow #Best Practices
We want to import hundreds of forecasted opportunities for 2022 but cannot figure out the best way to import the data.
Should we use the data loader? Any tips? #NSPS #Best Practices #Data Management #Data Import #Opportunities
Yes, Data Loader is perfect for importing hundreds of Opportunities.
Key tips:
This ensures a smooth, accurate, and efficient import.
Hi Community members,
I'm embarking on a Documentation project looking to record the various fields, objects, automation and business processes my NFP has within our customised Salesforce environment.
Is there a particular format or platform that you have used to record your documentation that you would recommend? Or perhaps suggest I steer clear of?
(We have incomplete documentation from our implementation five years ago within Confluence and Jira but nothing that is comprehensive enough to train an incoming admin or support organisation to ask good questions.)
Thanks for your time
#Better Documentation #Salesforce Admin #NPSP #Best Practices
Thank you everyone for your thoughts and the time you took to share them.
I can see our organisation using a variety of these tips to create an admin resource, an user resource and the Guidance app to distribute new features.
Thank you again all.
I'm on a project that's at the beginning stages of building an Org that will ultimately have a large number of users whose access rights will vary greatly by user function/role.
The current design is to use only 1 or 2 Profiles, and manage all of the access needs via Permission Sets and Public Groups. Is this a recommended approach?
My concern is that certain features which are dependent on Profiles - like Field-Level Security, Record Types, etc - don't support using Perm Sets and Pub Groups.
Is there a best practice for determining how many Profiles an org needs, out of the gates, versus Perm Sets and Public Groups? (FYI, the current design is to not use the OOTB Role Hierarchy either...in case that impacts this decision)
Thanks, in advance!
#Best Practices #Object Access #Profiles #Profile #Best Practice #Best Practices Advice #Permission Set #Service Cloud
Did Salesforce Just Make Debugging Flows EASY? Summer 25 (short YouTube video)
https://youtu.be/KzAs_tBPD2s
Formula Resources in Criteria Conditions—Yes or No? (article in flow best practice series)
https://salesforcebreak.com/2025/05/23/should-you-insert-formula-resources-in-criteria-conditions/
What do you think, folks?
#Flow #New Releases #Best Practices
Glad you all like it, I'm quite proud of it... and we arent done yet! We have more in store.
We currently use reverse sync in our Pardot account, meaning we bypass the lead object and sync instead with contacts in our Salesforce org. Might anyone else have their account set up this way that would be available to chat best practices? Particularly regarding reporting on campaigns and opportunities. Thanks!
@Virginia Baaklini I was concerned that Reverse Syncing affected other things, but that's good to know it only affects the order. I appreciate your time and response. Thank you again.
I´m working in case object calling the contract lookup field to work on, but the contract object has two IDs, the salesforce contract number (automatically created) and an external contract number (text field).
The flow goes this way, so a customer calls to the service department, and the executives asks the customer its contract number, which is the external contract number, and once the executive digits this number on the case record type, other fields are autopopulated in the case pagelayout.
I mistakenly, did a lookup field in cases for the salesforce contract number, instead of using the external number.
The customer does not have the salesforce contract number, so my question here is, can I convert the external ID from text to lookup?
It is not possible to change Data Types of Standard fields because they are standard and are directly provided by salesforce.com, but you can create a custom field of that data type and of this custom field you can change data type.
Regards,
Krisha Panchamia
Hello, I am trying to determine the best approach to identifying our competitors and reporting on them. It would not just be for relating them to opportunities. I know a standard picklist value for "Type" on the account object is "Competitor." Is that the best approach? Right now, we use the "Type" field to describe the account in more detail like whether it's a bank or private equity firm. Would adding a new record type of "Competitor" be the route to go, or should I just stick to that standard "type" field or some custom field?
Also, then for tracking on the opportunity, would it be best to use a custom object or a custom field on the opportunity record?
I'd really appreciate the input. Thank you #Best Practices #Competitors #Sales Cloud #Financial Services Cloud
I've seen a lot of different ways to scale and build competitor tracking. There's an app on the AppExchange that sets up the perfect architecture to track competitors, their products, and win/loss rates with your competitors, including surfacing playbooks to your reps on the opportunities for how to talk to prospects about competitors.
Check it out here and let me know if you have any questions! https://appexchange.salesforce.com/appxListingDetail?listingId=a0NHu00000oz4xCMAQ
As part of our implementation, we will be getting XML file from Bank which will be processed using Middleware and created as staging record in Salesforce for further processing using Batch Class.
As part of the Batch Class, we have to identify existing contact based on IBAN (like Bank Account Number). A Contact can have multiple IBAN associated with it (max 4 IBAN per contact). We are thinking of below 2 options to implement it.
1. Create 4 fields (IBAN1, IBAN2, IBAN3, IBAN4) on Contact record to capture IBAN and make these custom fields as external. Add query in our Batch apex to check for existing contact with matching IBAN based on these 4 IBAN custom fields (like Select id from Contact where IBAN1 = 'XYZ1" or IBAN2 = 'XYZ1" or IBAN3 = 'XYZ1" or IBAN4 = 'XYZ1" limit 1) or. If Contact found then create Opportunity.
2. Option 2 is to maintain a new Object with details of each IBAN wrt. to each donor. Then in Batch class query IBAN object and search for IBAN record with matching IBAN. If found an IBAn record then tag contact id from IBAN record and create Opportunity under that contact.
In both options we have add additional logic to keep on updating contact or creating IBAN record based on new IBAN wrt to contact.
I want suggestion from the group which option is best suited in terms of best practices, considering we have 1 million contact records. If you can suggest any other option that will be great as well.
Thanks in advance.!
#Trailhead Challenges #Best Practices @Nonprofit Success Pack
Hi, @Puneet Gupta
In my opinion, Option 2 would be the better choice. It would be more flexible in this case.
Perhaps using a Big Object might be useful for this task?
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ
I'm building an app for a youth camp, so there are children, parents, teachers, volunteers, staff members and others involved.
Is it best practice to use the contacts object only with multiple record types or a separate object for each type of person?
If I use a separate object for each, which type of relationship should I house in the Contacts object? Or do I just pick one and it doesn't matter?
#Data #Best Practices #Lookup Relationships #Fields & Relationships
Forum Ambassador
Hey @Tom Rawling, I agree with Andrew.
You should use the just contact with no separate record types for different relationships.
You can use either picklist field as Andrew mentioned above or you can create a custom relationship object that will be related to the Contact object so that you can store the relationships there.
This model is already utilized by Non-profit Success Pack (in the non-profit space) and here is the entity diagram to see the relationship between those 2 objects:
