Posts

Dynamic Actions, Pages and Migrations, Oh My!

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Dynamic Forms were first teased at Dreamforce 2019 , but the notion itself has had to have been in every user or admin's mind at some point over Salesforce's lifetime.  The original idea from the IdeaExchange for  dependent page layouts  is 13+ years old itself. I can remember some of my early orgs with an unmanageable number of page layouts and records types on Cases in order to show/hide collections of fields based on the status of the Case, the Account's support entitlements, affected products, warranty or return status, etc.  It could get labyrinthian trying to navigate where and when to make changes, managing the workflows needed to change Record Types, and then trying to document it was a bit of nightmare itself.  Serving up users the right information in the right context at the right time was the utopia, but so often many trade-offs were required to keep things manageable and scalable.  With the Summer '20 Release, we're inching ever-closer t...

My Salesforce Story

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This is a repost from the True North Dreamin' blog , but it seemed appropriate to drop a little something there to introduce myself as I try to get back into writing. My Salesforce Story Everyone has a Salesforce story. From accidental admin, power user turned powerhouse, admin to consultant, dev to CEO, Salesforce career paths are as diverse as the stories that make them, and make us. Two years into university I realized I didn’t want to be an electrical engineer. But I didn’t know much else. I found work in a call centre to keep me stocked in ramen and Kraft Dinner.  While I worked in these rigid call centre systems, I fantasized about adding fields and data points to better filter and segment my lists to improve my own success. Then one day, a coworker on the technical side of the business - the one and only Nik Panter, gave me a quick tour of Salesforce.  Red-S Salesforce. I was blown away. I was in love. With Salesforce, not Nik… though, he would eventually ha...