5 reasons why Salesforce NonProfit Starter Pack (NPSP) should be first choice for Not for Profits

Sandhya Kaithakkat

The 5 biggest concerns for a Not for profit when deciding to migrate from their legacy system like ThankQ, Raiser Edge, Supporter 360 or excel based tracking are:

Anxiety is understandable for Not for profits as they want to dedicate all their time helping make the world a better place rather than managing IT system. Hence, they need a right system that should let them spend the minimum time on computers managing their data. This is why we recommend they use Nonprofit Starter Pack (NPSP)  because it scores high on all above parameter.

Here's the detailed analysis on the top 5 reasons:

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Topics: Best Practices, Not For Profit, How To, Salesforce

How to update object CRUD permissions on multiple profiles on a single page/view

Jay Sheth

A very common business scenario, whenever we create a new Object in Salesforce, we also required to update the CRUD (Create, Read, Update, Delete) permissions for this new Object in multiple profiles, as this is one of the most important and crucial security requirement.

Another common scenario is when we have to grapple with understanding the as-is configuration for a specific standard or custom Object (or a set of Objects) for an existing org, where we need to get a birds-eye view of CRUD permissions given to all the profiles for these object/s.

This is usually a very time consuming process, particularly when there are many existing profiles in the Salesforce org. We are then having to go to each profile, go to the object CRUD settings for the object/s in question, and set the permissions as needed for each profile.

Most times we wish someone could build a page which would give us a view, and ideally an editable one, for seeing and setting object CRUD permissions for all the profiles at once.

But, there is an easy way out! Many of us are not aware of the very easy point-and-click customization to achieve this requirement.

Here are the simple steps (the snapshots assume a dummy custom object called Certification):

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Topics: Best Practices, Learning, How To, Salesforce

5 key considerations when implementing a new system like Salesforce

Michael Kolta

In every business there are tasks that are done based on previous experiences which are handed down from one person to the next and the process never changes.

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Topics: Best Practices, Learning, efficiency, Salesforce

Retrieving relationship between business hours and holidays using apex

Lalit Mistry

Salesforce provides a means to configure business hours and holidays in the system. Admin can setup business hours for their company by simply navigating to Setup -> Company Profile -> Business Hours. The business hour configuration ensures that the system is aware of the working hours and accordingly computes target date (such as SLA of cases) and helps you to provide the correct support to your customer.

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Topics: Apex Programming, Best Practices, Learning, Salesforce

eTOM Usage to Payment

Greg Carmody

Usage to Payment

Continuing the series of blogs on eTOM, this blog examines the ‘Usage to Payment’ flow. This process deals with all activities related to the handling of the product/service usage.

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Topics: eTOM, Best Practices, strategy, Salesforce

Is parameter passing in apex really passed by reference?

Lalit Mistry

Yesterday I was having a discussion with one of my colleague over parameter passing techniques in apex programming. He was pretty sure that primitives in apex are passed by values, whereas non-primitive data types are passed by reference. Well, this statement is partially correct.

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Topics: Apex Programming, Best Practices, Learning, Salesforce

V2MOM - A great way to strategise and drive change

Natesh Vedgiri

The start of the new year has been exciting at Arxxus! The company came together as a team and we did our first V2MOM exercise.

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Topics: Best Practices, Culture, strategy, Salesforce

Salesforce Data Management - Choosing Record ID

Jay Sheth
Most of us working on Salesforce are aware of the 15 digit versus 18 digit record id story, it wouldn't harm to re-iterate as many have erred here in the past.

Basically it is much recommended to extract and play with 18 digit id (as opposed to 15 digit id) while manipulating data. This is because 18 digit id makes it case (capitalisation) safe. Using 15 digit ids has resulted in nightmares.

Consider for example a0H90000009sJaZ versus a0H90000009sJaz where the only difference is Z versus z (implying two totally different records). However, excel (vlookup etc.) will treat both as same and we are set for a disaster. This situation worsens as many a time we simply run a report (which always gives 15 digit ids), export it to excel, manipulate the excel and try to update/upsert it back, and get surprises due to capitalisation being ignored during manipulation itself. There are ways of telling excel to use capitalisation but that only leads to more complex formulae, and more training!

Earlier, the recommended approach was using the data loader for extract, as opposed to reports, as it extracts 18 digit ids. But that's little more time consuming (who doesn't love shortcuts?).

To help overcome this, Salesforce has introduced a function called CaseSafeID(id). This takes 15 digit ID and returns its 18 digit counterpart. We can simply create a (hidden) formula field called "Case Safe ID" and thereafter create any report also including this column. We can then use this column as the record id for all practical purposes (disregarding the 15-digit one) and we are good to go.

And life is suddenly safe, as CASESAFEID(a0H90000009sJaZ) = a0H90000009sJaZEAU, whereas CASESAFEID(a0H90000009sJaz) = a0H90000009sJazEAE. Excel does not get confused anymore!

So let's leverage CaseSafeID() and play safe!
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Topics: Best Practices

Implement your viral marketing campaign using Pardot & Salesforce !

Sandhya Kaithakkat

Do you remember ALS Ice Bucket Challenge?

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Topics: Best Practices, Marketing, Pardot, Virtual Marketing, Salesforce

It rained certifications at Arxxus!

Raghu Nallani Chakravartula

Quick Stats:

Its been an amazing flood of certifications over the last few months! Many congratulations to all our newly certified folks - keep 'em coming!

In line with the newer certifications at salesforce, we now have 17 full Platform Developer I, 2 full PD2 certified, and 14 Platform Developer II Stage 1 certificates in our team. All this is in addition to our legacy Developer (401) certs which almost all of us carry!

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Topics: Best Practices, certification