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This is the article that I was sure I’d write but I thought it wouldn’t be a for a few more “cycles”.   Getting my bearings back  After correcting my previous user/record security error, updating field access to the Vehicle ID# field on the Service Request object for the Front Desk profile, and enabling the correct…

I finally got stuck  Well, it had to happen eventually – I got stuck. I got unstuck eventually, but getting there was messy.  For the next step, my original plan was to begin getting records organized by building out record types and making sure the infrastructure was there to continue iterating.  After finishing the skeleton…

With the pre-work done (to the best of my knowledge) I’m moving on to the actual application build.   Again, in the interest of simplicity and flexibility, I’m creating two custom objects, one to hold the customer and vehicle record information and a second custom object to hold the service records for the vehicle records of…

Now that I had a direction, I needed to take the first steps.   The Salesforce motto: “Objects, Fields, and Relationships” for me has always been unclear. If Objects are related through fields, isn’t the relationships’ part redundant? My approach to building this CRM is closer to Objects, Fields, and Customization. It’s still the same idea…

I was stuck in Tutorial Hell.  Keeping current on the latest tools, staying updated with several yearly updates, and preparing for certifications didn’t leave a lot of time for hands-on learning with the Salesforce platform.  I attained the Platform App Builder certification and attempted the Salesforce Administrator certification a few times but always was just…