In this post we will compare five free tools for working with data in the Salesforce CRM (aka lightning) platform. We will begin by identifying common features, such as exploring the schema, building queries and executing anonymous Apex scripts. We will then provide an overview of the tools and compare […]
A few years ago, I created a series of posts that explored the capabilities and limitations of various data visualization tools when embedded in Salesforce. Since then there have been some exciting updates to Tableau Online as well as to the native integration capabilities between Salesforce and Tableau. This post […]
This is the second post in a two-part series on how to use Azure Data Studio and Flyway as part of managing a PostgreSQL database pipeline on Heroku. In this post, we will focus on using Flyway to migrate changes to the database schema. Prerequisites Complete the steps in the […]
I use VS Code for most of my application development work. For SQL development, I wanted to try Azure Data Studio, which is a sort of sister product to VS Code for database development and management. This post is an example of how to use Azure Data Studio and Flyway […]
Last month I had the opportunity to contribute to the Salesforce.org community sprint and worked on the Test Data Generation project. I mainly worked with Patrick McNeal on a sample Snowfakery recipe for higher education. Snowfakery is an open source tool from Salesforce.org that creates fake data with relationships and […]
Roughly a year ago, I wrote about using VS Code with the Windows Subsystem for Linux (WSL) for Salesforce development. There have been some notable changes since then, including WSL 2, VS Code remote development and the Windows Terminal, which have significantly simplified the approach. Previously, project files were typically […]
Many developers rave about Oh My Zsh, an open-source, community-driven framework built on top of the zsh shell and playing around with Oh My Zsh has been on my bucket list for some time. Starting with the Catalina update, zsh is the default shell on Macs and WSL 2 became […]
This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to DocuSign. Prerequisites DocuSign account with system administrator access. If you do not already have an account, sign up for a free developer sandbox here. In order for single sign-on to function, your DocuSign account must have […]
Email Relay refers to sending outbound email from Salesforce through your organization’s email server and then onto the recipient. The primary benefits are improving the likelihood of the email being delivered and a copy of all sent emails are saved to the sent folder of the email account used to […]
Zoom has long been a popular choice for video conferencing due to its focus on ease of use and reliability. Mass shelter-in-place orders around the world due to the COVID-19 crisis have led to a rapid, large-scale increase in use of the company’s products. As a result, Zoom is under […]