Flow Utility - RecordTypeHelper

Do you ever have Flows that need multiple Record Type Ids? Wouldn't it be nice to just do 1 Lookup that gets all the active Record Types so you can reference them later? Well, that's what this Flow Utility does.

You first call a Setup Apex Class that gets your active Record Types. Then each time you need to get one, you call a GetId Apex Class that'll return the Record Type Id as a String Variable for you based on the Object Name and Developer Name of the Record Type.

Check out FlowUtilities on Github

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Salesforce Lighting Migration: Plan for Success

In April 2018, I led the Salesforce Lightning Migration at Postmates. This is how I would do it over again if I could.

Define Goals The goals of a Lightning Migration are: Enable Lightning ExperienceConfigure Lightning ExperienceDocument all Salesforce processesCreate training and support materialsLightning Experience is adopted Easy enough right? Let's go though the plan to see how we accomplish each one. Enable Lightning Experience Just turn it on right? Well, kinda.
Although it may be controversial, I recommend turning it on and hiding the option from all users. This can be done by removing the Lightning Experience User permission from your custom profiles.
And yes, turn it on in production.
Why? You're going to turn it on anyway. Salesforce has declared this as the path forward, so you either turn it on now or wait until they flip the switch for you.
Plus, turning this on ahead of time will make deploying from a sandbox much easier. Trust me.
Goal #1 Enable Lightning Exp…

SOQL from the Command Line

SOQL and the Command Line go together better than peanut butter and jelly. Here's why.
Once upon a time, I got tired of running Salesforce Reports to get miscellaneous data. I found Workbench and started using their interface to run SOQL queries. This was great for a while, but I knew there was a better way.

Pro-tip with Workbench: If you set a browser bookmark after your query runs, you can return to that bookmark and it will re-run your query!

Enter the SFDX Command Line Interface (CLI). Get ready to take your productivity into hyperdrive! 🚀🚀🚀
sfdx force:data:soql:query If there's one command you learn, this is the one. All you have to do is pass a query string into the -q parameter and you're in business. Check it out:
-r | --resultformat This is my 2nd favorite thing. How often do you need to export a csv from Salesforce? And how annoying is it to make throwaway Salesforce reports each time? Yeah, it's the worst.
-r to the rescue! Just add "-r csv" to …

Lightning Record Pages for Ultimate Productivity

Salesforce Lightning Experience provides so many configuration options that it's hard to know where to start. I'd like to share how I build Lightning Record Pages to help get you started.

I create Lightning Record Pages with 3 key concepts in mind:
Consistent designSpeedEverything they need is in one place Building a Lightning Record Page that delivers these concepts will enable your users to have ultimate productivity. Let's Take a Look: Account Lightning Record Page Contact Lightning Record Page Opportunity Lightning Record Page Notice Anything? They all look the same. I know, that's on purpose 🤓

Here are a few key similarities:

1. Activity and Chatter are in the same place

It's common to develop a "muscle memory" when doing repetitive tasks like logging calls or posting to Chatter.

⚡ Put components used for repetitive tasks in the same place. ⚡
2. Record Details load first
Salesforce does not recommend this because it hurts page load time. I used to load …

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