Roughly a year ago, I wrote about using VS Code with the Windows Subsystem for Linux (WSL) for Salesforce development. There have been some notable changes since then, including WSL 2, VS Code remote development and the Windows Terminal, which have significantly simplified the approach. Previously, project files were typically […]
Many developers rave about Oh My Zsh, an open-source, community-driven framework built on top of the zsh shell and playing around with Oh My Zsh has been on my bucket list for some time. Starting with the Catalina update, zsh is the default shell on Macs and WSL 2 became […]
This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to DocuSign. Prerequisites DocuSign account with system administrator access. If you do not already have an account, sign up for a free developer sandbox here. In order for single sign-on to function, your DocuSign account must have […]
Email Relay refers to sending outbound email from Salesforce through your organization’s email server and then onto the recipient. The primary benefits are improving the likelihood of the email being delivered and a copy of all sent emails are saved to the sent folder of the email account used to […]
This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to Sage Intacct. Note that the instructions and screenshots below are using Intacct’s new “Action UI”. To see instructions in the legacy UI, see this article. Prerequisites Sage Intacct account with system administrator access. If you are […]
With the August ’19 new feature release, Salesforce began to support Identity Provider-initiated single sign-on for Social Studio. While Service Provider-initiated single sign-on is not yet supported, it is possible for Social Studio users who have a Salesforce account to log into Social Studio using their Salesforce credentials after they […]
This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to RizePoint. Prerequisites RizePoint account with system administrator access. You will also need access RizePoint support to configure the settings on your RizePoint site. Salesforce org with identify features (developer or enterprise and up) with system administrator […]
I wrapped the series of posts about how to embed visualizations in Salesforce applications with a Wednesday architect session at Dreamforce ’19 and a repeat architect session on Thursday comparing the various options. Before diving into the content, I shared some of the use cases at Fair Trade USA. The […]
This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to Adobe Sign (formerly EchoSign). Prerequisites Adobe Sign enterprise account with system administrator access. If you do not already have an account, sign up for a free trial here. Your Adobe Sign account must have a custom […]
This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. This is an example of how to use Tableau’s JavaScript API to display and filter a Tableau dashboard on record pages in Lightning Experience. Prerequisites Tableau Desktop: […]