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About Me

Hello friends, welcome to my blog! Great to see you here and I hope you've enjoyed what you've read so far. As an introduction:

I am a self-taught, San Francisco-based Salesforce Engineer who has worked on the Salesforce platform since 2014. I currently hold 10 Salesforce Certifications, am a Dreamforce speaker and have worked on 15 Salesforce implementations.

When I started working on Salesforce, I was naively fascinated by the flexibility of the platform and how easy it was to work with. Then I started hitting limits and unexpected roadblocks. Naturally, I turned to the blogs for help. I began reading everything I could and also started doing Trailhead.

Fast-forward a few years and I've been lucky enough to have worked on several Salesforce projects of varying sizes. Now I'd like to give back by sharing some of the experience I've picked up along the way.

The goal of this blog is to provide digestible introductions to some of the more intimidating aspects of Salesforce. I used to think that Flow, SOQL and Lightning Components were way too complicated. There was no way I could learn those things!

Well, I did. And I know you can too!

Those are just a few topics I'll be covering. Take a look around. Read a few articles or even watch a video. If you'd like to get in touch, feel free to reach out via my social links or by leaving a comment.

Thank you for stopping by!

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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 …