MVP Office Hours (US)

A State Processing Engine

Here’s how I built a flow-based state processing engine using platform events. It allows for high volume asynchronous processing of records that will come from an integration.

https://www.freelikeapuppy.tech/post/a-state-processing-engine

MVPOH will be attending TDX 2025, and will not be having our scheduled meeting on March 7. 

Please join us for the next MVP Office Hours call

Register for the next MVP Office Hours

If you have questions or topics you would like to discuss in our next meeting, please post them in detail here on the MVPOH Trailblazer Community.  Our members may be able to help you right away, and we'll be sure to include your question on the upcoming agenda.  Or just bring your questions, answers, and enthusiasm to help to our next meeting!  We hope to see you there.

#SolveProblemsTogether

@Dale Ziegler @Joy Shutters-Helbing @Squire Kershner

Watch all of our previous meetings on the 

MVP Office Hours YouTube Channel HERE

Hello! I’m seeking guidance on how to best approach tracking lead and account follow-ups in Salesforce for my organization. We are less than a year post-Salesforce launch, with the primary focus of using it for inventory management, but I’m now focused on building out the CRM component.  

My stakeholders want to start tracking follow-up activities, and they’ve provided me with over 40 fields (checkboxes, text fields, picklists). Initially, the plan was to track this on the Lead object only, but now they want the information captured on the Account object as well.  

My current thought is to create the fields on both the Lead and Account objects, use field mapping for some fields, and leverage a flow for others that can’t be mapped directly. Alternatively, I’m considering creating a custom object with fields and linking it via a lookup to the Lead and Account objects, so a separate record can capture the information. 

I opted not to use Activities, as my stakeholders want a report that includes all activities to better understand what methods are being used to convert leads or/and increase business. Given these two options, I’m wondering which approach would be most effective. Would you recommend one over the other, and if so, why? Do you have any other suggestions? Appreciate your time and looking forward to hearing your thoughts.

Pros and cons of using permission set groups vs. having a User Access Policy that grants a bunch of permsets

I've been thinking about this question for a while. But would love to hear more folks' thoughts. 

Permission set groups (PSGs) can have muting. So if you don’t use PSGs, you give up that option. But that can be challenging to manage and keep track of. I find it generally easier to think in terms of only layering on more access. So I don’t tend to use muting.  

(For example, I find it easier to have a permission set with CRU for all the objects most users would need. Then I can make a permset that adds Delete for those few users that need it. I could do it the opposite way, having CRUD in the base permset and then muting out Delete in the PSG for some users, while giver others a PSG that doesn't have that muting.) 

What I don't like about PSGs is that any time you want to edit one of the permission sets that's in one, the enclosing PSG has to recalculate. This recalculation locks the permset from other edits. Plus it's possible for the recalculation to hit some kind of error and, depending on where you are in the UI, you might not notice that this has happened.  

I've been recently tending toward using User Access Policies to grant the right set of permission sets for a persona. It's effectively the same as a permission set group, only without access to muting. But in this case there's not recalculation of PSGs to slow things down. 

Are there other considerations?

Give Lively CAN Use Free API Integration User

Despite what Give Lively's documentation says, it's possible to use a #free API integration user. Here are the instructions for how to do it.

https://www.freelikeapuppy.tech/post/give-lively-can-use-free-api-integration-user

Please join us for the next MVP Office Hours call Friday, Feb 7 2:00 EST

Register for the next MVP Office Hours

If you have questions or topics you would like to discuss in our next meeting, please post them in detail here on the MVPOH Trailblazer Community.  Our members may be able to help you right away, and we'll be sure to include your question on the upcoming agenda.  Or just bring your questions, answers, and enthusiasm to help to our next meeting!  We hope to see you there.

#SolveProblemsTogether

@Dale Ziegler @Joy Shutters-Helbing @Squire Kershner

Watch all of our previous meetings on the 

MVP Office Hours YouTube Channel HERE

Thanks to everyone who joined our last meeting (January 17th) 

Topics From our Last Meeting

• Building a report that will show all reports with a specific field included and the last run
• Issues when deploying minimum access profiles
• Hyperforce and Hyperforce Assistant
• Reminder that local user groups are always looking for speakers...why not YOU?
• Options for sharing Tasks
• NPSP - GAU Allocations questions

#MVPOfficeHours THIS FRIDAY!

🎵 Oh the weather outside is frightful, 🎵

🎶 but the questions are so insightful! 🎶

Join Squire and me to help the #SFCommunity answer their toughest questions and learn a nugget or two while we're at it!

~Plus, We've missed you!

Friday, January 17, 2025, 2:00 pm ET

MVP Office Hours Registration Link

Not sure if there's supposed to be office hours today or not. But either way, the registration link in the sidebar doesn't allow new registrations and the Zoom says it ended December 20th...

Call for speakers for MidAtlantic Dreamin is live. Send us your best proposals and plan to bring yourself to Philly on May 5 for a great conference!

@Nonprofit and Education MindShare @MVP Office Hours (US) @Salesforce MVP Collaboration Space @Admin Group, Philadelphia, US

#DreaminEvents