How to create Salesforce record list view where logged in user = created by user?

How to create Salesforce record list view where logged in user = created by user?

I’ve run into this issue a few times in creating list views for self-service communities: A Community user wants to monitor cases they’ve created & rules exist to assign ownership of cases to a queue instead. Out of the box, Salesforce list views offer the filter of “My Cases”, but this only shows cases where the logged in user is the case owner. Oftentimes, the requirement calls for the owner to be assigned to a queue, so the list view can’t utilize the “My Cases” filter. What to do?

Continue reading “How to create Salesforce record list view where logged in user = created by user?”

Deploying a Salesforce Community with Change Sets

In preparation for deploying a community this coming weekend, I thought I’d share some knowledge around migrating a community through change sets. It’s been one of the biggest time-saving features Salesforce has invested in to-date, and they’ve only been making it better and better. It’s been available since Summer ‘18 and they made more improvements to it over the Winter ’18 release. The ability has made life SO much easier for those of us neck-deep in community deployments.

Continue reading “Deploying a Salesforce Community with Change Sets”

New to Salesforce? Here’s where to start…

New to Salesforce? Here’s where to start…

In getting to know the community (the “ohana” at Salesforce), I’ve been introduced to some amazing people, both experts in Salesforce, and those just catching the Salesforce bug. The latter often feels unsure where to start – there’s so many clouds, so many certifications, and more of each coming out each quarter. Each time I’m asked “where do you start?”, I ask this question of them: “what are you passionate about?”

Continue reading “New to Salesforce? Here’s where to start…”

Top 5 Exciting Salesforce Communities Summer ’18 Enhancements

Top 5 Exciting Salesforce Communities Summer ’18 Enhancements

Can you smell it? Fresh cut grass, birds chirping, the splash of kids cannonballing into the pool – IT’S SUMMER! Or at least late spring. And with the weather we’ve been having, it may not feel like it, but at the risk of sounding cliche, things are heating up in the Salesforce Summer ’18 release, especially in Communities! Here are some highlights to look out for this release.

Continue reading “Top 5 Exciting Salesforce Communities Summer ’18 Enhancements”

Check out the new Lightning Component Library (Beta)!

Check out the new Lightning Component Library (Beta)!

HUGE news just came out around the new Lightning Component Library – it now has the documentation for the controller layer of your component! If you had limited knowledge of how to set up the logic layer of a component, you had to insert the logic either yourself or using help from a developer. Now all the pieces are there for you!

Continue reading “Check out the new Lightning Component Library (Beta)!”

5 Questions to Ask Before Creating an Employee Community

It’s been very encouraging to see so many companies come around to the idea that keeping employees happy means creating and maintaining an environment in which they can thrive. One of the biggest and easiest ways to do this is to ensure they have what they need at their fingertips (or at the click of a button) through an employee community.

Continue reading “5 Questions to Ask Before Creating an Employee Community”