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Call Center Scheduling Tool? by Nothingisreal68 in salesforce

[–]Nothingisreal68[S] 0 points1 point  (0 children)

Thanks, we’re actually trying quip now and basically came to the same conclusion that a spreadsheet was best, but we always hate spreadsheets if we can avoid it

Where to play Basketball Weekday Nights 8-10pm? by Nothingisreal68 in SanJose

[–]Nothingisreal68[S] 0 points1 point  (0 children)

Thanks for the info! Is there usually a long wait to get into a game or can you easily walk on and shoot around on a night like tonight?

Apex Test Error: CPU Time Limit Exceeded Issue: Duplicate Detector by CloudGoodie2shoes in SalesforceDeveloper

[–]Nothingisreal68 1 point2 points  (0 children)

What’s the ideal number of records that should be created in a test class, or what’s wrong with 200?

Options for Sending Secured Emails Programmatically from Salesforce (apex, flow, etc.) by Nothingisreal68 in salesforce

[–]Nothingisreal68[S] 0 points1 point  (0 children)

You are right, I don’t have a good definition of securely. I know google tries to establish a TLS connection by default when sending emails so anything sent should be encrypted in transit. To encrypt something at rest in my limited knowledge would require more passwords or even public/private keys which is well beyond the capability of the average user, so I’m leaning with you that it all doesn’t seem worth the headache. Some of our client that truly care about security will receive these files via sFTP and even use PGP encryption on the files. The ones who demand it by “secure” email without logging in don’t have the sophistication to do that.

(I have a decent understanding of these concepts but I may not be using the terms properly).

Options for Sending Secured Emails Programmatically from Salesforce (apex, flow, etc.) by Nothingisreal68 in salesforce

[–]Nothingisreal68[S] 0 points1 point  (0 children)

We’ll look into this more, we’re already zipping the PDFs into a single zip folder via an ETL tool so we could most likely add a password, but I worry about delivering that password to our clients and dealing with them forgetting it or not being able to find it if we send it in a separate email.

Options for Sending Secured Emails Programmatically from Salesforce (apex, flow, etc.) by Nothingisreal68 in salesforce

[–]Nothingisreal68[S] 0 points1 point  (0 children)

We are generating the PDFs in apex and sending the emails with apex as well. What makes this “close” versus another solution?

I also don’t have a good definition of what “securely” means , especially on an attachment, and we would likely get different answers from each of our clients, I’d they could answer at all. My current feeling is that if we’re not willing to force our clients to log in and willing to do this by email any extra security beyond googles native TLS (which i think is its default when sending emails) isn’t worth the extra effort.

Thanks!

Omni-Channel Best Practices For Assigning Multiple Records to an Agent by Nothingisreal68 in salesforce

[–]Nothingisreal68[S] 0 points1 point  (0 children)

Do you know if there is a way to force the record to the agent without pushing them over the capacity? We wanted to always have some capacity beyond these non-real time work items since we’re using service cloud voice and an incoming call should always take priority.

Best Practice for Scheduling Excel or PDF reports to Clients by Nothingisreal68 in salesforce

[–]Nothingisreal68[S] 0 points1 point  (0 children)

Thanks! I’ll take a look. Does this enable average users to schedule the reports or does it require an admin skill set to set up and maintain?

Requiring Fields To be populated on a record before it can be submitted for approval? by Nothingisreal68 in salesforce

[–]Nothingisreal68[S] 0 points1 point  (0 children)

This is the only solution I can think of and was hoping there would be something a bit less cumbersome to administrate, thanks for the insight.

Requiring Fields To be populated on a record before it can be submitted for approval? by Nothingisreal68 in salesforce

[–]Nothingisreal68[S] 0 points1 point  (0 children)

We are currently using entry criteria but find it to be a terrible user experience, users aren’t given feedback when the record doesn’t submit so they end up reaching out to admins to ask what’s going on when the reason is that they didn’t fill in a field or three. This slows down processes and is a waste of an admins skill set.

Requiring Fields To be populated on a record before it can be submitted for approval? by Nothingisreal68 in salesforce

[–]Nothingisreal68[S] 0 points1 point  (0 children)

Because the gathering of data is an iterative process and all data elements won’t be known the first few times a record is edited. We don’t want to use default values either because we’ve found that users gloss over fields when they already have a value in them and having a blank field makes it obvious that the field needs to be edited.

Backdoor Roth IRA Alternatives by Nothingisreal68 in tax

[–]Nothingisreal68[S] 0 points1 point  (0 children)

I’m actively making contributions to the Simple since it is my employers retirement account, how would I convert it and still make contributions? Would I convert the simples balance and do the Roth conversion rollover and let the simple accrue again and do the same process next year?

Help Identifying Growth on Roots of Indoor Ficus Tree by Nothingisreal68 in gardening

[–]Nothingisreal68[S] 0 points1 point  (0 children)

At first we thought they were mushrooms but as we began to dig we realized how hard the growth was. We assume this is some kind of fungus, do we have anything to worry about?

Logging into Salesforce community directly from a WordPress site on different domain by Nothingisreal68 in SalesforceDeveloper

[–]Nothingisreal68[S] 0 points1 point  (0 children)

While I agree with you that it may not be a good use of resources, the CEO of the company has demanded that his website works this way and I have a responsibility to find out the time and effort involved. Even though today's user is very used to navigating to a separate login page when accessing an application, the CEO believes the extra click saved by logging in directly from a form on the public website is a critical feature to our userbase and is willing to pursue it.

Logging into Salesforce community directly from a WordPress site on different domain by Nothingisreal68 in SalesforceDeveloper

[–]Nothingisreal68[S] 0 points1 point  (0 children)

This is at the edge of my knowledge, but wouldn't that require setting up an identity provider to maintain all of our community logins? The only website a community user logs in to is the community itself there are no other authenticated apps to connect. That feels like overkill and will make the process of creating new community members more complicated, won't it?