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 …

Why should I use SOQL?

You need data, fast!
Whether it's exporting a csv or answering a question, SOQL can get you the result much faster than creating a Salesforce report.

My top 3 reasons to use SOQL are:
Get data fastGet answers fastFlexible access Get Data Fast How often do you find yourself making a throwaway report to check what is happening in the system? For example, you updated your Lead routing and want to see if it's been assigning Leads as you expect. Well you could make a report, run it and review the results. Or you could run a SOQL query.
The benefits of running a SOQL query in this case is that you can retrieve different data sets much quicker. In a Salesforce report, you are stuck with the Report Type you selected when creating the report. With SOQL, you can traverse object relationships in a much more natural way. Get Answers Fast Have you ever been in a meeting and someone asks a data question that no one has the answer to? Well SOQL comes in handy here because you can run a quick …

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