Case Study: Multi-Org on a shoestring budget

Multi-Org setups can be as varied as our clients. Recently I worked on an implementation that was different from any multi-org situation I’ve ever heard of.For legal and security reasons the local organization needed each to have a completely separated Salesforce Org.The central organization is not allowed to have any access to the unit’s clear …

Thought-For-Friday: Love makes blind or why professional distance is necessary

Disclaimer: This is a thought rather than a fully fleshed-out concept. Any feedback and criticism is welcome! Our job is to be a trusted advisor for digital transformation projects using Salesforce.This means looking at the product, the customer, the processes, and the solution neutrally. But what happens if we love the product, the customer, the …

Coding issue and fix: Communities, iFrame + VFP, and Content Security Policy

I had to spend way more time than I’m happy to fix an issue with my Aura component that loads a VFP in an iFrame in Communities. Situation:I have a VFP (Renderas=PDF) embedded as an iFrame in an Aura component embedded in Communities.While this worked fine for all existing customers, one customer ran into an …

❤️❤️ Thank’s for the last 12 months, what a ride! ❤️❤️

12 months ago I became CTA, it was the most thrilling experience in my life so far. Little did I know that the more exciting thing was about to happen afterward. It all started innocently with me publishing a few cheat sheets but quickly escalated into something like an (amazing) full-time job.Soon enough I was …

(Some) Magic Tools for Salesforce Architects

This is a small set of tools that I think we should have always at the back of our heads when designing enterprise-scale architecture.What are your magic tools? 1) ESB & ETL2) FormAssembly3) OwnBackup / Odaseva4) Chargent5) X-Files Pro6) Conga + DocuSign7) Quip & Slack8) Marketing Cloud9) Okta / Ping10) Salesforce Voice11) Git + Provar …

Love the problem not the solution – App Restart

Back when I started to work on my AppExchange app Simple-CPQ I had a vision: “Make CPQ fabulous”. I heavily focused on UI and UX while ignoring almost all basic CPQ functionality. My theory was: Most users only need an easy way to add and edit products.”  -> I’m partially wrong there. While I got …

Re-Use instead of Build or how I implemented a complex filter functionality in a Sunday afternoon

Disclaimer: I know I’m not the first one to come up with that, but I keep on forgetting about it. I wrote that post to remind my future self. Last week, Aaron asked me to add a “Mass Export Article PDF Functionality”. The requirement is: “As a Business User, I can define a list of …