Latest posts

Salesforce

Free Tools for Working with Salesforce Data

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 […]

close up photography of snowflake
Salesforce

Using Snowfakery for Generating Data

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 […]

Microsoft, Salesforce

Salesforce Development with VS Code and WSL 2

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 […]

Microsoft, Salesforce

Getting Started with the Zsh Shell

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 […]

DocuSign, Salesforce

Configure Single Sign-on (SSO) from Salesforce to DocuSign

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 […]

Microsoft, Salesforce

Configure Email Relay for Salesforce with Office 365

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

Use Zoom Safely

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 […]