Salesforce

Connecting with Students at IUPUI
Connecting with Students at IUPUI

I had the great opportunity on October 25th to join other Salesforce Community Members on a Speaker Panel at IUPUI. The purpose of this event was to expose students in Technology Learning Programs what a career working the Salesforce Ecosystem is all about. This was all put in place by our very own Quinn McPhail […]

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Salesforce Formula Fields & Picklist Fields/Values
Salesforce Formula Fields & Picklist Fields/Values

It’s always “refreshing” to find something so innocuous in Salesforce that kind of throws you for a loop.  Especially when this “innocuous” item is a little counter-intuitive to the Salesforce mantra of “clicks not code”.  Plus, it appears to have impacted people for quite a while.  Warning:  This post may be (i.e., is) a little […]

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Giving Back is Part of What We Do
Giving Back is Part of What We Do

One of our practice goals for 2018 for the Salesforce team was to donate/volunteer our time to the communities in which we live.  We are attempting to follow Salesforce’s 1-1-1 initiative as much as possible.  The size of our company and team doesn’t give us much ability to hit the 1% of our time goal […]

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Process Builder Enhancements – Assign Record Ownership with Lookup’s not Id’s
Process Builder Enhancements – Assign Record Ownership with Lookup’s not Id’s

Are you tired of “hard-coding” owner id’s whether for a queue or a user inside of Process Builder and doing constant screen switching to find the correct id’s and making mistakes putting the id’s into your process? Look no further… New with Winter ’18 you can now lookup directly to users/queues! When setting the Owner […]

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Salesforce Community Cloud – A Portal Unlike Any Other
Salesforce Community Cloud – A Portal Unlike Any Other

Over the past few years, Salesforce… has implemented a customer portal to give external users a branded experience with interactions to your Salesforce org and data. Since then, the releases have implemented new changes to the Community Cloud while Salesforce has also made this available to Lightning and Classic users. You may be asking yourself […]

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Creating a Salesforce Process and Flow to Associate Account and Contacts During Lead Conversion
Creating a Salesforce Process and Flow to Associate Account and Contacts During Lead Conversion

Salesforce’s standard Lead Conversion leaves a lot to be desired, unfortunately. For example, the standard conversion process does not create an association between a Contact and an Account unless you are: 1. Creating a new Account and new Contact; 2. Creating a new Contact to associate to an existing Account; or, 3. Creating a new […]

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Salesforce Certificate Changes in Early 2018
Salesforce Certificate Changes in Early 2018

Salesforce has recently published a news release that is relevant to all users of middleware solutions. To uphold the best practices in Security, Salesforce has decided to rotate some certificates out during January and February 2018. Google Chrome no longer supports Symantec-issued HTTPS certifications and is now going to use DigiCert-issued certificates instead. This could […]

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Salesforce Winter ’18 Release Highlights
Salesforce Winter ’18 Release Highlights

Each year, Salesforce comes out with three different releases during the spring, summer, and winter. Their releases typically address customer issues, how to create more momentum for the platform, and any bugs from previous versions. The Winter ’18 release is focused on three main categories: AI (Artificial Intelligence), decreasing click rates, and improvements to the […]

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Dreamforce ’17 is Almost Here…Are You Ready?
Dreamforce ’17 is Almost Here…Are You Ready?

Our team at CleanSlate is happy to announce that we’ll be attending Dreamforce ’17, the annual Salesforce conference held in San Francisco from November 6th through the 9th. It’ll be here before you know it—so if you’re going, it’s time to start making a plan! One of the best ways to get ready is by […]

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The Dream Lives On: A Midwest Dreamin’ Wrap-up
The Dream Lives On: A Midwest Dreamin’ Wrap-up

On August 10th and 11th, the CleanSlate team attended Midwest Dreamin’: a regional conference in Chicago that brings together the best of the Midwestern Salesforce community. Midwest Dreamin’ is two days of networking, continuing education, training, and meeting with vendors and partners—and this year, CleanSlate was a Silver Sponsor for the event along with CheckMarx. […]

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