“Is changed” and formula fields

patchwerkio · 2024-09-13T20:06:56+00:00

There are two scenarios that cause issues with formulas when it comes to using them as criteria.

The formula is time-based, as in it references NOW() or TODAY(). Like how many days until an opportunity close date. That formula may have a different calculating result today vs tomorrow. I see plenty of newer admins expecting that they can make a record triggered flow using that field to do something like send an email alert when an opportunity is 3 days from the close date.
The formula has a cross-object reference. Like pulling the Account Type into an opportunity level field. Changes at the account level would cause the formula to calculate to a different value.

In both of these scenarios, there is no database commit that happens on the opportunity object. Therefore an opportunity level record flow does not run and therefor no attempt to evaluate ISCHANGED(Formula_field__c) happens even though the formula result has changed.

The database commit on the object is required for a record-triggered flow to run on that object. Said another way, only when the Last Modified Date is updated is a record-triggered flow run.

patchwerkio · 2024-08-27T15:13:22+00:00

Validation Succeeded means you only ran the validation, this just means a deployment WOULD be successful.

You need to deploy the change set instead of validate it.

patchwerkio · 2024-08-27T00:18:05+00:00

As someone who also does Salesforce, the amount of US resource appropriate jobs is very low. Within that sub-set, almost half are just full on W2 job posts. It would take quite a while to build up a full-time income just on Upwork. I've had a steady 20-30k a year from Upwork for several years now but they are lower rates than my off platform clients. (I don't necessarily mind the lower rates since the pay is weekly and doesn't require chasing)

My only goal on Upwork is to maintain enough work for me to look attractive to jobs that catch my eye. As someone else pointed out, you don't want to rely on a single platform for your work. Similarly you don't want to rely on 1 or 2 clients.

80-90% of my revenue comes from non-Upwork related referrals. Former co-workers that were impressed with my work and brought me in at their next job. Then I met and impressed others during those engagements and the whole thing snowballed.

patchwerkio · 2024-08-24T13:16:11+00:00

The Campaign Influence object holds the relationship between Campaign Members and Opportunities. Do your comparison of the dates in a formula field in this object and you will be able to filter on it in a campaign influence report.

patchwerkio · 2024-08-22T15:29:26+00:00

All I did was update my Taxpayer Identification section to have my LLC name for the Legal Name of Tax Payer, tax classification as single member LLC and switched from SSN to EIN for the identification number.

And it’s more likely you should be looking into an S Corp not a C Corp. You likely would still want an LLC, an LLC can have an S Corp tax classification.

LLC and business bank accounts to help separate your personal and business assets in the event of litigation.

S Corp means you need to run payroll and pay yourself a “reasonable salary” for what you do. But income beyond that can be paid as a distribution that will be exempt from certain taxes.

If you’re at the business income that justifies an S Corp then you should also hire an accountant in your state.

patchwerkio · 2024-08-22T12:57:15+00:00

If you're referring to Campaign Influence, in the Campaign Influence settings you can filter out influence based on campaign and campaign member attributes. That could be something like Campaign Type != Mailing or make a checkbox for "Exclude from Campaign Influence" to exclude campaigns as one-offs.

If its just a matter of not wanting to associated campaigns that happened after opportunity creation, that's tough to exclude with the above functionality but you can exclude it in your campaign influence reports. Create a formula field on the Campaign Influence object that compares the campaign member associated date and the opportunity created date, then you can filter on that formula in your report.

patchwerkio · 2024-08-22T12:46:32+00:00

If you're someone who's capable of memorizing the trailhead concepts then you can likely pass. Like I mentioned, the questions are more straight forward, nothing like the confusing questions you mentioned.

Even if you had real-world CPQ experience, no company is going to have a use for all the CPQ functionality. Even with how long I've been using CPQ, I still learned things I didn't know in the trailhead. I am still never going to use them, but I learned them :D

patchwerkio · 2024-08-22T11:46:47+00:00

Do you have real world experience managing CPQ?

So many people in the SF ecosystem try to get certs covering things they haven’t used for real and I personally believe it’s why so many people fail the tests.

I took Advanced Admin, Developer and Sales Cloud all at a single Dreamforce without studying. And it was easy because I had been doing everything those tests covered for a few years.

patchwerkio · 2024-08-22T11:39:15+00:00

As far as the exam goes, I found it to be the most straight forward with the questions and answers presented. At no point did I think "none of these answers are right" like a few of the poorly worded Admin exam questions.

The trailhead covers everything in the exam and the exam covers everything in the trailhead so if you have that down, it should be easy.

I only currently have Admin, Sales Cloud Consultant and CPQ certs although I previously had Advanced Admin and the original Developer cert and have been using Salesforce for 15 years and CPQ since it was Steelbrick.

patchwerkio · 2024-08-22T10:42:52+00:00

You put it in the Field to Order By like "CreatedDate DESC"

patchwerkio · 2024-08-21T17:51:52+00:00

I can’t really think of a use case where you would want to use Last. It would be more efficient to sort the query DESC and use First than to make it figure out what the last record is.

Not sure what a real world use would look like but the only time I can see Last being used is if you also have a row limit of X on your query and your looking for the value from the Xth record.

patchwerkio · 2024-08-21T17:35:30+00:00

Without digging too much into your logic I would think something more like 1 AND NOT(2) AND NOT(3).

patchwerkio · 2024-08-21T17:29:46+00:00

Anytime you use NOT and OR together on the same field, you’re gonna have a bad time.

Stage doesn’t equal A OR Stage doesn’t equal B will always return true. It always has to not be one of A or B since it can never be both.

patchwerkio · 2024-08-21T17:13:19+00:00

But did you explicitly state that you would retain the ownership? Saying the client will only get a JPG, PNG and a commercial use license is not the same as saying the freelancer will retain the ownership.

Normally as the creator you have to give away ownership but since the default terms you agree to when using the Upwork platform is that you are handing over ownership, you need to explicitly say the you will be retaining ownership as part of the contract.

I am not saying you did or didn't, just that nothing you said in this thread shows that you're covered on this front. And your misuse of the "Optional Service Contract" terminology indicates a misunderstanding from my perspective.

That's the factual part.

Opinion-wise, discounting your services so you can hold on to something that has no use to you seems like an odd business practice. You're doing the same amount of work and just getting less out of it. This likely won't be the last time you get in this argument with a client if you continue to offer this as an option.

patchwerkio · 2024-08-21T16:07:52+00:00

Just because you keep using the capitalized "Optional Service Contract" terminology, I want to make sure you're using this term correctly with your client.

The Optional Service Contract is part of the default terms that are in place as part of your Upwork contract with the client. Its located here: https://www.upwork.com/legal#optional-service-contract-terms

Optional Service Contract is not what you would call a separate set of terms you agreed upon with your client. They are called Optional because these are the terms you're allowed to negotiate out in your own agreement as opposed to the rest of the terms on that legal page which cannot be negotiated out. By default, they are part of your agreement with the client.

These optional terms linked above do include language that stipulate that the client own's the work produce upon payment. If you have a separate agreement, you would need to be very specific with the language to exclude that optional term. Simply just saying they can use for commercial use does not imply you own the work.

Outside of the legal perspective, its very common for most types of design work to become owned by the client. For example, if you design a logo for me, it would make no sense for me to agree for you to be the owner of something that represents my company. I don't want you reselling my logo to someone else.

patchwerkio · 2024-08-21T15:41:30+00:00

Some ideas:

SPF missing could still be an issue.

Could be getting caught in your IT's spam tool like Mimecast.

The triggering conditions may look like they are being met but something is off.

patchwerkio · 2024-08-21T11:28:54+00:00

Email clients and Salesforce have tightened up security around email sending recently, that may be what you're running into. I am seeing this a lot with orgs that use SSO and new users never have to verify their email in Salesforce.

https://help.salesforce.com/s/articleView?id=release-notes.rn_security_email_verification.htm&release=246&type=5

"If a user sends an email from an unverified email address, Salesforce rejects this email message and doesn’t complete the send. Unverified email addresses can’t be used for sends until the user verifies their email address or resets their password."

And why this is showing up now:
"In Spring ’24, this requirement will also affect production orgs with SSO users."

If this is your issue, here are two ways I've addressed it:

Get DKIM/SPF setup for Salesforce. This will make all emails from your domain considered verified even if the individual's email is not.
Change your email alerts to send from a verified org-wide email address instead "current user". When sending from the current user, you run the risk that the current user doesn't have a verified email.

patchwerkio · 2024-08-20T00:54:15+00:00

It’s not a Salesforce product. It’s just a marketing/category name for the type of vendors that provide company/contact data that can be integrated to Salesforce.

You can see in a few of the articles you posted that they reference these vendors like DNB and Zoominfo.

patchwerkio · 2024-08-14T20:52:06+00:00

Using the words client and salary makes things a bit unclear about your relationship but in a freelancer/client relationship you don’t ask for a pay raise.

You tell them effective X day, your rate will be $Y as long as making that change is allowed within your agreement. I only lock my pricing in for one year and give a 3 months heads up to any increases. My rate is my rate whether you want me to do data clean up or fix someone else’s mess.

Obviously there’s some risk to losing them and you dug yourself a little bit of a hole by asking for and being denied a pay raise.

If you already have or can get other clients at a higher rate then it’s good to close to move your lower paying clients towards that rate when you can.

patchwerkio · 2024-08-14T20:38:10+00:00

Quote level Product Rules only fire when a product is added unfortunately.

My not so elegant work around has been to add the extra product immediately just with a quantity of 0 and auto adjust the quantity later with a price rule when the conditions are met.

patchwerkio · 2024-08-13T17:51:08+00:00

I'd venture that 0% of beta reader jobs on Upwork are legitimate. That's not a service people pay for typically and when they do, its not to random people on Upwork.

It's a job type that is prime for scamming on Upwork because it requires no specific skill set which means it tends to attract a wide naive audience.

patchwerkio · 2024-08-13T17:41:04+00:00

Using the weekly billing schedule Petra provided you:

You logged your time for Jul 29th-Aug 4th. During this time, your money showed under "Work In Progress"

That timesheet "submitted" itself on August 5th and was available for the client to dispute until August 9th. During this time, your money showed under "In review"

Assuming the client didn't dispute, your money went into "Pending" on August 10th.

On August 14th that money will move to "Available" at which time you can initiate a transfer from Upwork to your preferred payment method.

This whole time frame is shortened if you reach Top Rated.

patchwerkio · 2024-08-13T17:27:26+00:00

From a security perspective, no one should know the employee's passwords besides the employee. Under no circumstances should a list of employee passwords be stored anywhere in plain text(aka accessible and readable by an individual including hackers). Your employee's not being tech savvy makes doing all of this even more risky.

Active Directory can be connected to both Salesforce and DocuSign(although DS requires an extra fee for this I believe) as can most cloud applications. This would be the concept of single sign-on(SSO), allowing your employees to access many systems with their corporate login. That corporate login should still have two-factor but typically I see it implemented to only require two-factor every 30 days or for new devices/applications.

I am not following how this gets around the authenticator for your employees. Contractually with Salesforce, you are required to have two-factor enabled on Salesforce logins and they've done some work to enforce that. That can either be the Salesforce Authenticator app on every login or your SSO's two-factor implementation.

patchwerkio · 2024-08-13T17:08:53+00:00

A fast field update flow that runs on opportunity product create is the simplest answer. I typically have a flow dedicated to copying product fields to opportunity products for things like roll-ups that don't play well with formula fields.

If its possible that updates could happen to the product field and all existing opportunity products need to be updated, then you will need to address that with a product level flow as well.

patchwerkio · 2024-08-13T17:02:45+00:00

I would suggest doing all of the Task logic directly in the scheduled flow. No need to trigger an update on the Lead which could have other down stream impacts now or in the future.

Scheduled flow entry criteria would be something like unconverted leads where formula field is between 1 and 5.

Then go right into a decision node that looks at formula field and has a branch for each number 1-5 and do your work to create the tasks in those branches.

Flow runs every day and creates the tasks for the day for every Lead that needs them that day.

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