by Mike Walsh | Jun 13, 2018 | Salesforce Tips
Are you familiar with managed packages? If you have been on the Salesforce App Exchange, you may have seen this phrase used, but let’s be honest, not everyone really knows what they are and the differences between managed and unmanaged. I generally knew what they were all about… or so I thought. But when sat down to write about them, I realized that to really get a handle on the subject some research was necessary.
The short version goes like this: packages are collections of components and functions that are grouped together to create an app. Managed packages are controlled and owned by the original developer while unmanaged packages are open source, one time distributions that can be modified by anyone who has them. For managed packages think: most every App out there. Updates, bug fixes, etc. are the responsibility of the developer, and if you want all of the features or upgrades, you may have to pay. Unmanaged packages are more common in the developer community and generally used for sharing templates, and group collaboration on the code. What does this all mean for you as a user? The guide below should give you a quick rundown of everything you need to know.
Click here for our Managed vs. Unmanaged Packages Guide!
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 27, 2015 | Salesforce Tips
You may think that the real Salesforce superheroes are the developers. And you’re right. But I have some exciting news for you! If you’ve ever built a formula field or workflow rule in Salesforce, you’re a developer! As a superhero, you’re going to need to start developing your super powers, and this week, I’d like to share a trick that will give you the ability to travel through time and read minds all at once!
Looking at a complicated formula you (or maybe someone else) wrote oh so many moons ago can take ages to unwind. It would be easier to just read the other developer’s mind or have a conversation with the past you. Adding comments to your formulas and training your team to do the same turns you into Professor Xavier and The Doctor rolled into one super awesome Salesforce superhero. Add a comment anywhere in your formula by writing /* before a note in plain English (or your language of choice) explaining your purpose, then end it with */. Salesforce will ignore the commented parts, and now when you ask yourself “why did I write that IF statement like that?” you’ll get an answer from somewhere in the time vortex. You can’t change the past, but you’ll certainly be giving your team a brighter future!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 21, 2014 | Salesforce Tips
Production and Developer orgs and Sandboxes, oh my! Do you have too many Salesforce logins to keep track of? Maybe you’re an admin doing some customizations and testing with your users. You’ve got a personal Developer org to play with, a Dev Sandbox for building, a Full Sandbox for UAT, and don’t forget Production. And since they weren’t all created at the same time, your password changes on varying schedules, so you can never remember which password goes with which username. Or maybe you only have one org and just don’t want to waste your time entering your username and password every time you sit down at your computer. Your head is spinning and you wish there was an easier way to just get where you need to go. Well, you can log in to every one of your orgs with just the click of a button with this simple trick!
Start with the standard login URL (login.salesforce.com for dev orgs and production, test.salesforce.com for sandboxes). Now add /?un= followed by your username, then immediately after &pw= followed by your password. The end result should look like this: https://login.salesforce.com/?un=username@email.com&pw=password. Now just save this link to your browser (assuming it is secure), and you can log in to all of your orgs with just the click of a button! Remember that sharing this link or using it on an unsecure browser is like sharing your login credentials, so be sure to follow best practices.
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
