Salesforce, Python, SQL, & other ways to put your data where you need it

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  1. DevOps vs. ITSM Maturity

    Nov 29, 2022

    DevOps maturity is important, but might it be secondary to other technology maturity models?

  2. Should CI testing always be automated?

    Nov 28, 2022

    Yes

    I’m of the opinion that automated testing is at the heart of continuous integration.

  3. Securing CI/CD pipelines

    Nov 28, 2022

    Here are some considerations to keep in mind when deciding where to store sensitive information as you secure a CI/CD pipeline:

  4. Use Subflow EVERYWHERE

    Nov 21, 2022

    Flownatic Salesforce admins! Have you ever let a Salesforce Developer (like the ones at UnofficialSF) write complicated Apex so you could call it in your Flow as an Action?

  5. SFDX and Git exercises for beginners

    Nov 18, 2022

    Congratulations – you have a new job at Banana Stand Corporation!

  6. Git and GitHub exercises for beginners

    Nov 18, 2022

    Congratulations – you have a new job at Banana Stand Corporation!

  7. Jitterbit: replace a non-breaking space

    Oct 7, 2022

    Some visitor typed a non-breaking space into their address when filling out a form. 123 Sun St, New York, NY 10001 is just 30 characters long, but as I tried to data-load an address into an Oracle VARCHAR2(30)-typed column (THE_ADDRESS) with Jitterbit, Oracle complained: ORA-12899: value too large for column ... (actual: 31, maximum: 30). Jitterbit logs showed the actual address submitted in my flat-file source column “address” as 123 Sun St, New York, NY 10001.

  8. CumulusCI Minimum Viable Build

    Sep 26, 2022

    While the cci project init command will throw a lot of useful empty files into a blank folder for you, and will create a fileset that supports launching a scratch org with the cci flow run dev_org command, it generates a lot of files you don’t necessarily need right away. I’ve built a sample project and hosted it at GitHub to show off what I, personally, have found is actually necessary. You can download a copy and run cci flow run dev_org within it to see what I mean (although be sure to read below and note the /.sfdx/sfdx-config.json hand-edit you need to make).

  9. Download your org schema with CumulusCI

    Sep 16, 2022

    I made a new codebase that lets you use CumulusCI (CCI) to easily download the definition of every object and field in a Salesforce org (part of its “metadata”) onto your hard drive as a plain-text file formatted in the JSON punctuation standard.

  10. Compare Flow versions in VSCode for Salesforce

    Sep 16, 2022

    Today I had to propose quickly hotfixing a Flow in production. It was terrifying – it’s production! I don’t work in Flow all the time!

  11. Multiple Pardot accounts sending from the same domain

    Sep 15, 2022

    If you, a Pardot administrator, visit Home > Administration > Domain Management (https://pi.pardot.com/domain) and click the “Add New Domain” button under “Email Sending Domains,” enter a domain that’s already in use in by a different pardot (e.g. “example.com“), and click the “Create domain” button, you’ll probably get an error:

  12. Jitterbit: backfill Salesforce ID into a database

    Sep 13, 2022

    Last year, I shared a great data-load pattern called “Insert, update, and delete from a database to Salesforce.”

  13. Find and replace Pardot PML with HML

    Sep 8, 2022

    One of my colleagues needed to migrate dozens of e-mail templates from an older instance of Pardot to a newer one. The new Pardot kept complaining that old templates were in Pardot Merge Language (“PML”), e.g. %%first_name%%, instead of Handlebars Merge Language (“HML”), e.g. {{first_name}}. Here’s how I helped do the find-and-replace:

  14. Save button missing in Pardot Marketing Data Sharing Rules

    Aug 18, 2022

    So you paused syncing and tried to edit the “explicit criteria” in a Pardot Marketing Data Sharing Rule by changing the value of the Field picklist and your Save button is grayed out?

  15. Formula Fields work fine for Pardot Marketing Data Sharing Rules

    Aug 18, 2022

    You might have seen documentation that you can’t use a formula field to filter Salesforce and Pardot object synchronization with Marketing Data Sharing Rules because, by its nature, you can’t set your Pardot Integration User to be able to edit a formula field.

  16. Pardot Opportunities need Contact Roles to sync

    Aug 18, 2022

    Think Marketing Data Sharing Rules are bullying you on Opportunity alone?

  17. Prevent Pardot from syncing Leads

    Aug 18, 2022

    If your business sells things directly to humans (“business-to-customer” or “B2C” sales model), you might not use Salesforce’s Lead object, instead making everyone a Contact, except for a brief pass through “Web-to-Lead” form handlers that you otherwise ignore the data from.

  18. Block all Pardot syncing with Marketing Data Sharing Rules

    Aug 18, 2022

    So you’ve just bought Pardot – exciting! You’ve walked through connecting one of its Business Units to sync with a Salesforce org but there’s no data in Pardot just yet.

  19. Can eProcurement reach Banner?

    Aug 13, 2022

    Accountants never work directly with servers running Ellucian’s Integration for eProcurement (IFEP) “middleware” software (syncing Ellucian Banner with Jaggaer a.k.a. SciQuest), but engineers do.

  20. Jaggaer - Banner Sync Series

    Aug 12, 2022

    Recently, I’ve had the opportunity to engage in reliability engineering, partnering with talented accountants and engineers in a higher education setting that uses: