Latest posts

Salesforce

DNS Settings to Improve Deliverability of Emails Sent from Salesforce

There are several use cases for sending emails from Salesforce, including automated emails associated with business processes, scheduled notifications and end users sending email with the Lightning Email Composer (typically accessed via the “Email” tab in the Activity panel on Contact and Lead pages). Several DNS records can be added […]

Salesforce

Configure Single Sign-on (SSO) from Salesforce to Boomi AtomSphere

Boomi AtomSpere is one of the leading integration platform as a service offerings on the market. Boomi’s offerings can accommodate nonprofts and small businesses on a budget all the way up to large enterprises. This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to Boomi AtomSphere. […]

Salesforce

VS Code for Salesforce Development in Windows with WSL

VS Code is a great free IDE with an extension marketplace bringing additional functionality, including IntelliSense for Salesforce development, Apex debugging, tools for creating Lightning Web Components and much more. This post demonstrates how to set up VS Code in Windows and use the Windows Subsystem for Linux (WSL) terminal […]

Microsoft

Windows Subsystem for Linux (WSL) Productivity Tips

Add Aliases One of the first hacks I performed was to add an alias so that when I type “code” in the terminal VS Code opens. # Navigate to the home directory and open the .bashrc file cd ~ nano .bashrc # Scroll down to the bottom or a section […]

Qlik, Salesforce

Embed Qlik Sense Dashboards in Salesforce Records

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 Qlik Sense Desktop to display and filter a Qlik visualization on record pages in Lightning Experience. Prerequisites Qlik Sense […]

Salesforce

Setting up Salesforce CLI on the Windows Subsystem for Linux

Last year I wrote about how I had been using the Windows Subsystem for Linux (WSL) and the Force.com Migration Tool for Salesforce development. With the ability to develop against any type of org now available, I wanted to set up the Salesforce CLI in my WSL environment. If you were an […]

Atlassian, Salesforce

Replacing Ant with the SFDX CLI for Continuous Integration

At Dreamforce ’18, the very talented Angelica Buffa showed how Fair Trade USA uses Bitbucket Pipelines and the Salesforce CLI to implement a continuous integration flow previously implemented with Ant and the Force.com migration tool. Key topics include: Overview and setup of Bitbucket Pipelines, including Docker images Using bash to […]

Salesforce, Tableau

Embed Tableau Dashboard in Salesforce Records Using Canvas

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 Salesforce Canvas to display and filter a Tableau dashboard on record pages in Lightning Experience. Prerequisites Tableau Desktop: you […]

Salesforce, Tableau

Embed Tableau Dashboard in Salesforce Records Using an iframe

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. In the previous post, we used Einstein Analytics to embed a dashboard on an Account record. There were a lot of advantages to that approach, but if […]

Salesforce

Embed Einstein Analytics Dashboard in Salesforce Records

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. In the previous post, we used native Salesforce report charts to embed a visualization on an Account record. There were a lot of advantages to that approach, […]