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Popular posts from this blog

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…

Why Users Switch Back to Classic

When rolling out Lightning Experience, people are constantly switching back to Classic. Even after the initial rollout it's common to see people switching back and forth.

The most common reasons someone switches back to Classic are:
Classic loads fasterTheir workflow is slower in LightningThey just don't want to switch to Lightning Overcoming these objections will be key to a successful rollout. Let's dive into each one in more detail. Classic Loads Faster It does. 😢
And when you hear someone complain about this, take their side.  Agree with them.  Make that ironic joke, "haha, yeah Classic is faster than Lightning". ⚡⚡⚡
Then overcome this by highlighting how their overall workflow is faster in Lightning.
The page takes longer to load because each page is made up of many components. Once it has loaded, someone can complete their task on a single page. Their Workflow is Slower in Lightning It probably is. At least until they get used to it. 👨‍💻👩‍💻
Similarly, i…

Modify Salesforce Data from the Command Line

When doing Salesforce data loads, how often are you putting the same value in an entire column? I find this happening when I need to:
Move all accounts from one user to anotherAssign a set of leads to a specific userSet a field to a specific value Let's use the example from my other post: Salesforce Data Loads from the Command Line - Move all accounts owned by one user to another user. Magic Let's break down each piece of this: soql This is an alias I set for sfdx force:data:soql:query --query. It saves me from having to type this out each time and let's me query from the command line by just typing soql and my query.

This is a popular StackExchange post that talks about how to set an alias.
cat This command outputs the contents of a file. It is common to use this command with other commands by piping the output into another command. In our example, we are piping the output into the cut command.
This post gives more examples of how to use the cat command. cut This is a comm…