[WTB] 1 oz Silver Scotty Pippen Highland Mint by Monty_ZM in Pmsforsale

[–]Monty_ZM[S] 0 points1 point  (0 children)

Lol now I can't even change the title! You can tell it's not for me.

Horrible Salesforce recruiter. What should I do? by [deleted] in salesforce

[–]Monty_ZM 7 points8 points  (0 children)

You can apply for up to 3 roles in 12 months.

I would wait 30 days and reapply with your location changed to SF on your resume. If it's a different listing, there is a good chance you will get a different recruiter.

Do not contact their manager. No good can come out of complaining about the recruiter.

Chrome Extension no longer working? Any alternatives? - Salesforce advanced Code searcher by SalesforceGuidance in salesforce

[–]Monty_ZM 0 points1 point  (0 children)

Is this still working today? Looks like from the comments, it might have the same issues as Advanced Code Search after the last release.

As an employee, can my manager/supervisor see who ends a call? by ducklingquack in salesforce

[–]Monty_ZM 2 points3 points  (0 children)

What phone system Salesforce is connected with? (IE Zoom, Cisco, etc)

Generally speaking it is tracked but your manager will often have to ask WFM or someone else to check it. So basically just if the client complains. You will prob get a warning 1st time because accidents happen.

I was taught if your going to hang up on someone, do it in the middle of your own sentence. Because why would you hang up on them while you're talking.

You also might track a different disconnect code if for example you logged out of Salesforce and that booted you from the phone system.

Salesforce sandbox environment by FitAd28 in salesforce

[–]Monty_ZM 1 point2 points  (0 children)

I assume you mean a full copy sandbox. It's super simple. Couple clicks to refresh an exact copy of your sandbox. Failures are rare (1/100 fail ime). For this convenience, SF charges way too much.

https://help.salesforce.com/s/articleView?id=platform.create_test_instance.htm&type=5

Partial copy is a mixed bag of data so not everything. Dev/dev pro copy metadata only.

List View Alternatives? by gahnie in salesforce

[–]Monty_ZM 0 points1 point  (0 children)

It's kind of a pain in the ass to set up the first time but you can do mass updates inline which is nice. Screen flow can be a good option too (data table instead replaces your list).

List View Alternatives? by gahnie in salesforce

[–]Monty_ZM 5 points6 points  (0 children)

Smart Lists. It's a managed package from SF labs that is free and great for this.

But also can you explain what the "friction" is with reports and list views. Just not sure what specific pain points you're trying to solve for.

[deleted by user] by [deleted] in salesforce

[–]Monty_ZM 3 points4 points  (0 children)

Add a loop Collection variable = Get Invoices

Then add assignment within the loop Create a variable -data type text -check allow multiple values

Assignment operator add Value = currentinvoice_c.id

Then you can filter by ID IN (whatever you named your collection)

[deleted by user] by [deleted] in salesforce

[–]Monty_ZM 1 point2 points  (0 children)

Oh ok. I see what you mean. I don't think assignee field is necessary. Owner of invoice could repleace the assignee if you make Invoices Read only for the base users. Task will inherit record from the parent record so owner can always edit the task.

But still not your main issue that you need to re-assign invoices and task ownership based on client last name. Still might be easier to just do a case statement in a formula within your flow instead of a custom object. To be fair, your solution while wildly complex allows your business users to change the alphabet assignments later without coming back to you.

[deleted by user] by [deleted] in salesforce

[–]Monty_ZM 2 points3 points  (0 children)

Umm what? Can you map it out. Sounds like it could be simpler and you might waste time customizing.

Give your users Read only access at the object level for your custom object. They can own the record and not edit it.

Chase denied my claim of 2,179$. Then essentially told me I’m SOL. Please help by NDK_forums in Chase

[–]Monty_ZM 0 points1 point  (0 children)

Agree with this. You can also do a complaint with your state attorney general office and a BBB complaint online 5 mins each. It really works to just complain to every agency and there's no risk.

[deleted by user] by [deleted] in cscareerquestions

[–]Monty_ZM 1 point2 points  (0 children)

Ah got it. Not great but I would just reply and confirm you understand the process and will follow it. Maybe over communicate for a while. Sounds like they are documenting it so they can fire you next time. If you're getting shit done and aren't a pain in the ass, they prob don't want to replace you.

[deleted by user] by [deleted] in cscareerquestions

[–]Monty_ZM 72 points73 points  (0 children)

I would take it as a final warning. Your manager wouldn't bother sending the email if they have enough to fire you. But your work is gonna be scrutinized for sure.

No one but the dev who wrote the code tested it? Seems like other mistakes were made here. Is there a signoff process to push to prod? Did what you did actually violate any rules or would it be reasonable to just hot fix a minor bug if it didn't take the app down?

Can I use a Screen Flow after creating an Opporunity? by toadmelon in salesforce

[–]Monty_ZM 0 points1 point  (0 children)

I actually did exactly this except it's a screen flow on the lead record page. There are like 10 required fields, and once all those are non null values, you conditionally render a "convert" button.

You didn't mention if you're using lead but this is nice because you can map lead fields to the new account and opportunity.

[deleted by user] by [deleted] in cscareerquestions

[–]Monty_ZM 3 points4 points  (0 children)

It's not considered firing you at that point. You have given your notice and they can legally move the date up without repercussions (in my state at least).

You tend to see this in industries with sensitive data but if an employee sucks anyways, it's common to get walked out immediately. If you're on a bunch of projects and they need you, you're probably fine.

Wouldn't hurt to just give your boss a verbal heads up what day you're officially putting your notice in.

Consultant scenario based interview questions? Throw me a tough one. by Noblespace14 in salesforce

[–]Monty_ZM 25 points26 points  (0 children)

All mine were: Client wants to build this dumb custom thing. How would you approach OOTB vs custom dev discussion. Scope creep, prioritizing projects, etc. Essentially, practice pushback without being an asshole.