#Best Practices0 discussing

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

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 

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) 

Formula Resources in Criteria Conditions—Yes or No? (article in flow best practice series) 

What do you think, folks? 

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!

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?

#Trailhead #Service Cloud #Best Practices #Salesforce

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'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?

Hi. Currently working on implementing Salesforce Health Cloud for my current org (~60users). My next phase is to connect Salesforce and NetSuite. We use NetSuite for inventory and accounting purposes. I have a demo scheduled with MuleSoft.

I'd love to hear what you use. What do you like/dislike? @Healthcare User Group

#Salesforce Health Cloud

#Best Practices