Salesforce

close up photography of snowflake
Salesforce

Using Snowfakery for Generating Data

Last month I had the opportunity to contribute to the Salesforce.org community sprint and worked on the Test Data Generation project. I mainly worked with Patrick McNeal on a sample Snowfakery recipe for higher education. Snowfakery is an open source tool from Salesforce.org that creates fake data with relationships and […]

Microsoft, Salesforce

Salesforce Development with VS Code and WSL 2

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 […]

DocuSign, Salesforce

Configure Single Sign-on (SSO) from Salesforce to DocuSign

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 […]

Microsoft, Salesforce

Configure Email Relay for Salesforce with Office 365

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 […]

Salesforce

Configure Single Sign-on (SSO) from Salesforce to Sage Intacct

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 […]

Salesforce

Configure Single Sign-on (SSO) from Salesforce to Social Studio

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 […]

Salesforce

Configure Single Sign-on (SSO) from Salesforce to RizePoint

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 […]