Introduction Solution architects play an important role in every Salesforce implementation. With deep technical expertise and strong knowledge of their organization’s IT infrastructure, architects may be called upon to assist in a variety of organizational initiatives. In smaller organizations, architects may find themselves leading projects as well. The success of a project often depends on…
Tag: salesforce
Building Domain Knowledge as a Solution Architect
Introduction Every architect or aspiring architect knows that they must have the technical skills and Salesforce knowledge to design elegant declarative and code-based solutions for the organizations or business units that they are working with. It is often taken for granted, however, that one must also have the requisite “domain knowledge”: information about the industry…
Utility Bars in Salesforce
Introduction Do you use utility bars in Salesforce? I think they’re heavily under-appreciated and under-used. Utility bars are widgets that can sit at the bottom of your screen and follow you around Salesforce. When you need them, they pop up with a click. Because Utility Bars are actually small Lightning Pages, you can put all…
Working with HTTP Callouts in Salesforce
Working with the HUD API in Salesforce was a lot of fun, but what a challenge! Introduction I’ve been working in the Salesforce ecosystem for a few years but one thing I have little experience with are integrations. Certainly, I’ve worked on a few with Docusign, Zoom, FormStack, etc., but those are usually done with…
Salesforce Formula for Day of the Month
Introduction Sometimes you want to know what the day of the week is, such as the 4th day of the month. You can use a Salesforce Formula for this. Configuration Create a formula that looks like this: Where Date_of_Week__c is the date of the week from 1 to 7 (e.g. 1 = Monday, 5 =…