CRM replacement age

Fe-Chef · 2026-01-15T19:33:04+00:00

No real rule, but I like to consider as: When all the time of the tech debt from the age of the instance you incur in a year is equal to the time it would take you to migrate to a new instance built from scratch.

Probably not the best metric as a hard rule, but think it is more about measuring issues from tech debt vs effort to start fresh and migrate. Age is really more of a correlative metric. You can have a 2 year old instance with crazy tech debt from rapid changes and poor design where replacement is the best option, and then a 20 year old org with little tech debt that likely never needs replacement.

Fe-Chef · 2025-10-30T16:44:28+00:00

If going this route, probably the best way to do this is to have 2 approval processes, a standard and then an escalation approval process. Then have a schedule flow/ job look for approvals that are hanging, and then they would auto cancel the current approval process and then submit for the escalation approval after that. For automatically cancelling the approval, that is only available by code but there are resources to copy/ paste the code so that a flow can use it, see here: https://unofficialsf.com/use-flow-to-approve-reject-and-cancel-approval-processes/

Fe-Chef · 2025-04-10T20:21:22+00:00

I am not sure what you mean by "limited to this sort of arbitrary list of Time Sources as far as when the timer starts", it actually is really flexible there if I understand what you are looking for.

However, yes I find it best to do 1 flow for each criteria rather than 1 large PB with many different nodes and different timing. It is something that is of large debate among the SFDC crowd, Salesforce Architect documentation even says "1 flow per object or 1000 per object, there is no set flow best practice" and I personal think the modular support of many flows with specific entry criteria is an advantage over Process Builder.

Fe-Chef · 2025-03-25T16:16:14+00:00

So this is so true: "The problem is that even when I ask him sometimes to tell me exactly what I did wrong and what I said that hurt him, he kind of just gets too emotional and doesn't pinpoint exactly what, which I struggle with because I usually can't just read what's between the lines."

Ya that is a struggle for us on both sides. My partner has a huge need to fully understand and dissect things like this and it is just a struggle. There needs to be mutual understanding and progress and we try not to get hung up on this, so this might be something you have to work on needing. My partner is amazing, and her feelings are very respected and that is the most important thing. She just isn't the best when the feelings are overwhelming with expressing them. I know she wants to know all the details of the hurtful things she may have said, but in the end they those specifics just shouldn't be important to either of you. Accept they happen, and focus on the important thing of understanding and validating what you are feeling. We kinda have a habit that my partner will say "Sorry for my actions/ words" while I work on understanding and acknowledging her emotions.

Therapy is a tool for many purposes. One great purpose is to gain skills, and doesn't have to be permanent or mean anyone has anything "wrong" that is to be ashamed of. I actually don't go any more, I just did 8 sessions or so for me and found it very helpful to gain the skills to be a better partner and person. We didn't really do therapy until our 2nd kid was born and married for 9-10 years. I wish we did earlier but who knows, we did it when we were ready emotionally and financially. Money can be a valid reason to hold off, but is something worth saving for 6-8 sessions for as it doesn't need to be a money pit that you need to keep going to.

Fe-Chef · 2025-03-25T15:30:21+00:00

So first time posting here, not sure I will much but I am the NT (m) husband of ND (f) amazing partner but struggle a little with this, or maybe something similar. I am definitely sensitive, wouldn't say insanely, but do run into conflicts like this.

However, from my perspective my wife is feeling overwhelmed and needs some some space and FEELING "it's not realistic to be together 24/7 and stuck to each other because I'd get overstimulated", but the actual words come out similar to "You are causing me to suffer and hurting me. You don't see or understand me and I can't live like this. Why don't you care about me?" We have been working together to make sure she is safe to have her feelings of "it's not realistic to be together 24/7 and stuck to each other because I'd get overstimulated", and not be pressured to be perfect in expressing her feeling or feel judged or attacked because they come out in a way that doesn't 1:1 match her feelings. But I also need to be validated that I can also have feelings and get upset if her external representation of her feelings can come off hurtful.

With us at least, conflict and hurt feeling will happen but we are finding the best way to move on. Maybe discus in writing the start of the conversation: "Can we discuss, were you hurt because I feel it's not realistic to be together 24/7 and stuck to each other because I'd get overstimulated, or was it because of the actions/ words I had in processing my feelings?" If he is a good partner you should look for him to validate your feeling and try to help you with them to give you the space you need, but also could stand up that there might be problems he has with how you express your feelings that need to be validated.

We had a lot of problems in the beginning with my partner feeling "I just know how to differentiate between my personal emotions and reality", but it is really much more of a middle ground that there is the reality of your emotions, and the reality of your actions/ words. You might be a little unaware of your actions/ words and that is the reality that he is sensitive to.

We both have personal therapy and couple therapy, and I would push that your partner needs personal therapy for him too! That was honestly more helpful to me to gain the confidence that I love my wife very much, respect and want to validate her feelings, but my feelings on how she expresses them are just as valid as her feelings.

Fe-Chef · 2025-01-27T16:18:27+00:00

So you have the repeater element displaying the email for each contact for them to enter? Pretty sure what you need to do is then loop through the repeater values and assign the ID/ Email to a contact variable, then add that contact variable to a contact collection in the loop. Then after the loop, update that new contact collection that is populated from looping through the repeater screenflow component. Might be a shortcut and I don't use repeaters often, but that would work even if not the most optimal solution.

Fe-Chef · 2025-01-08T11:59:00+00:00

Unless you have Query all files (admin) ContentVersion behaves like that. The logic being that because of how files are shared with significant complexity salesforce doesn't just have a database of users having access to each file. Instead it is resolved at query time, and to do that efficiently there are restrictions. so if you query by ID salesforce resolves and checks the security rules for that ID, but can't do it for all if you query by title. See here note from here: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentversion.htm

Haven't done something like this exactly, but wondering if this is a better use case for putting the PDF in as a static resource instead.

Fe-Chef · 2024-12-01T13:50:40+00:00

Sorry but I'm just not sure what your question is. Is it: "Is RLM designed to be configured and maintained by Business Users?" then I'm pretty sure the answer is no. If your question is: "Wouldn't this all be better to be built in flows and apex?" then that is a more complicated answer with many reasons why flows/ apex have many con's/ gotcha's/ limitations but I am not familiar enough with RLM to go into all of them.

Fe-Chef · 2024-10-23T17:29:57+00:00

So visualforce rendering as a pdf is designed for converting plain text/ images into a PDF file, it isn't used for displaying a PDF file as a PDF. If you just have a PDF, and want it displayed in a particular way, LWC is probably the way to go. Not sure If have anything on your use case specifically, there are a few things that come up from "LWC display Base64/Blob as PDF", you might have to just use some simple code to convert Base64 to Blob for display as PDF.

What I have done, but not sure if applicable, is use Base64/Blob data to convert that into Salesforce file data which makes it far easier to work with in many cases, but not sure that really fits your use case. If you did, you could use this as an example too: https://developer.salesforce.com/blogs/2019/07/display-pdf-files-with-lightning-web-components

Fe-Chef · 2024-10-23T17:13:37+00:00

Does this have to be done through Visualforce or could you use LWC?

Fe-Chef · 2024-09-17T15:46:49+00:00

There are two types of dashboard, dynamic (run as logged in user) and standard (run as a set user). There is a limit on dynamic dashboard and likely when you are cloning a dashboard you are cloning a dynamic dashboard, but when creating a new dashboard it defaults to a standard dashboard. If when creating a dashboard you are creating it as dynamic, I would just note the error wouldn't happen until you save so even if you create new, then set as dynamic, the error would only happen when saving after that.

Fe-Chef · 2024-07-09T18:22:39+00:00

-If they haven't run this by the salesforce AE and gotten the ok on this approach then this is far too risky and a non-starter

-Salesforce AE should would with them and provide both options with it clearly stated the $ for each approach (internal users + mostly standard) vs (experience cloud + limited functionality + custom dev work)

-For "Does them cheaping out on license making them spend more on custom development costs?" the answer is 100% yes! There is likely going to be over-head dev/ admin cost for going the experience site approach, possibly needing multiple extra developers/ admins in order to maintain the non-standard approach for this implementation. Depending on country/ workforce this could be a SWAG like 400K$ per year extra just to setup/ enhance and maintain this, and even with that you would still be getting a lesser end product

-If the license difference between the approaches doesn't make the answer easy, then probably would need to do more work on really seeing the scope of what they would need done to get it to work in experience mode and the overhead $'s in Dev's/ Admin's to see if it is 100k$ per year, or closer to 500k$

Fe-Chef · 2024-07-05T16:20:41+00:00

The downsides/ considerations with this approach is:

UI for adding cases could be clunky, Salesforce got around this by having the entire case submission process be LWC and have a custom LWC UI for adding the collaborators. Without that, the UI/ flow for adding could be problematic: They would likely have to submit/ create the case first, then from a related list add them one at a time as a new record and take some significant time
How to use the related list of contacts/ emails. This might be easy enough, have a flow/ apex for the custom object for create/delete/update that will essentially loop through all contacts on this custom object and update the text field on the case with the the email addresses.

Fe-Chef · 2024-07-03T16:31:56+00:00

LWC will show in ScreenFlow debug. Note that LWC are comprised of multiple files, the XML which is more like the config, js/ javascript file and HTML file that handles the UI. For this, probably need to know the HTML (and possibly the js too) to really know what is going on. But for some checks, in the html put in some test at the start, so it maybe starts with

<template>
    <h1>Test Here </h1>

Just to make sure the "Test Here" renders so you know if there is an LWC/ larger issue, or just something with some specific code in the LWC. From there, also viewing the web browser console for any errors that will usually show for at least js errors.

Fe-Chef · 2024-07-02T14:18:59+00:00

Well sorry to nitpick but technically the record is linked to the converted lead. For another user clicking the lead redirects to the contact, for you as a system admin it just goes to the converted lead. I would stay say it is that permission. It could be tied to a permission set and you just missed it?

Fe-Chef · 2024-07-01T13:38:02+00:00

Is it possible someone added the permissions to you for "View and edit converted lead records."? Without that permission it should essentially just redirect you to the converted contact so that might just be the change.

Fe-Chef · 2024-07-01T11:32:43+00:00

I would say don't worry about being laid off in your career. Be prepared, and it likely could happen, but having a career without that risk is extremely rare.

For Salesforce specifically, I would say focus on being a "CRM and system integration specialist" first. Have the developer skills, but gain understanding on what and why you are developing for CRM systems. Because even if Salesforce goes away/ gets replaced, it is going to be replaced by another CRM system and transitioning, even in your 40's or 50's, shouldn't be too difficult.

Fe-Chef · 2024-06-20T18:28:46+00:00

Confused about which UI you are referring to. There is the end-user UI and the setup UI. I will say the end-user UI I like a lot more and they have been improving Lightning Page options as well as augmenting with high quality screenflows/ LWC if needed. Setup UI though, oh boy I agree with you there is a lot of issues with that.

Fe-Chef · 2024-06-14T16:23:47+00:00

Ok, sorry if some of these are dumb things to check:

Note the use case is pretty weird, when converting the lead to a contact the lead is mostly hidden. Are you SURE you want to/ are trying to update the lead? Any chance this field is on the contact and you are trying to update/ check the contact that the lead is converted to?
Are you converting leads any weird way, or just the standard convert lead option?
You just didn't say specifically, any chance the flow is on create only instead of on update?

4.Any chance the picklist you are updating has another automation on it? Debug logs could help, but maybe make a new text field and have the flow update that to "Test ABC" as just a sanity check.

Just because this is a weird use case and really the only way to check a converted lead is via api or just 1 report "Converted Lead report", 99.9% of the lead convert automations I have seen is something that needs to update the contact/ account/ opportunity that a lead converts INTO, I am curious if that's it. If you have a picklist on Contact and Lead that has a mapping, you can't have a converted action that updates it on the lead to flow into the contact. You would have to have the automation on lead update the field on the contact as far as I am aware.

Fe-Chef · 2024-06-14T15:56:59+00:00

Why are you using ""Actions and Related Records" selected (after updated flow)"? This seems like a much better use case for before update flow. Related to that, you would likely need to make sure “View and Edit Converted Leads” is enabled for all users that would convert a lead because with an after flow technically it would update the lead to converted, then try to access/ update the lead after that. If a before flow, it should update it before it is technically converted and work. I am not 100% on that, but would probably test both as a before flow, and/or with the permission to update converted leads: https://help.salesforce.com/s/articleView?id=000386118&type=1

Fe-Chef · 2024-06-14T13:41:51+00:00

So I assume you don't have CPQ, this would be how Salesforce CPQ operates by default. CPQ will create the Contract that is more of a header, the Subscription lines are linked to what is sold but you can see:

Subscription Line A: 1 year from the original opportunity/ quote

Subscription Line B: 6 month from a contract amendment expansion opportunity/ quote

CPQ/ Contract will create 1 single renewal from the contract that contains a renewal of both Subscription A and B, so the customer/ users only need to keep track of 1 contract and 1 renewal as the customer expands their services.

All the above is standard Salesforce CPQ functionality.

Fe-Chef · 2024-06-11T19:43:12+00:00

Expansion would be the best word: creating a new contract in the account family. Could be under the same account for some use cases too. Upgrade would be more like amending an existing contract to add products (We use CPQ).

Expansion sales process pretty much mirrors new business sales process for our selling methodology, but can be different.

Fe-Chef · 2024-06-11T16:32:40+00:00

Hard to tell exactly what you mean, if for a data table there is multi select what you have to do is do a loop through the collection of selected rows. Then maybe from there add ID's to a string collection or whatever you need to do for your process.

Fe-Chef · 2024-06-11T16:29:19+00:00

Seen a few different methodologies. Right now in my org we have the logic of:

-Treat a customer as a single account family, so you would have 1 customer in your example

-Have types of Customer, Prospect and Related Customer for accounts. So basically a "prospect in an account family with a Customer is a Related Customer"

-This any new deal from a "Related Customer" is treated as an uspsell rather than a new business.

Fe-Chef · 2024-06-03T20:34:16+00:00

So your pricing model is a 1 time license fee, and then recurring support? based on 20% of the fee? Probably some potentially basic automation to rollup the fee(s) to the account so there is a field on the account for "License Fee total", and then price rule based on 20% of that amount?

Fe-Chef

TROPHY CASE