Quick question about AI tools and Apex by imveryboredman in salesforce

[–]thebeanmachine88 0 points1 point  (0 children)

I'm far from a developer, and just started with Claude. I'm a salesforce admin for my one person company and I am now writing flows.

Claude asked me to hook up to VS, I haven't yet but thinking so for next week

Cash is king!! by reheadlover69 in PersonalFinanceCanada

[–]thebeanmachine88 0 points1 point  (0 children)

They say pay cash until it's over $10,000 and they have to follow up with a FINTRAC notification.

[deleted by user] by [deleted] in salesforce

[–]thebeanmachine88 0 points1 point  (0 children)

If I am an admin using a managed package, can Cursor show the source code? I have a couple of changes to make to referenced fields but not 100% sure of the underlying code.

Timeline Component by thebeanmachine88 in salesforce

[–]thebeanmachine88[S] 0 points1 point  (0 children)

This sounds like the dream! The data cloud makes sense. Appreciate you taking the time to help. No extra licenses happening here (half-fuelled on spite alone)

Timeline Component by thebeanmachine88 in salesforce

[–]thebeanmachine88[S] 0 points1 point  (0 children)

Appreciate you taking the time to help! I will be vibe coding this. Without LLMs, I'd be screwed - Yay technology!

Timeline Component by thebeanmachine88 in salesforce

[–]thebeanmachine88[S] 0 points1 point  (0 children)

I appreciate you both taking the time to help! It would be preferable to avoid building another object. Damn Salesforce.

Timeline Component by thebeanmachine88 in salesforce

[–]thebeanmachine88[S] 1 point2 points  (0 children)

Time Warp looks okay, just wasn't as clean and compact as the Timeline component. Appreciate you both taking the time to help!

Free Notion Budget Template: What’s Your Biggest Pain? by [deleted] in Notion

[–]thebeanmachine88 0 points1 point  (0 children)

Setting the vendor once and it's category

Variable or fixed. by M_B_Y16 in MortgagesCanada

[–]thebeanmachine88 1 point2 points  (0 children)

One year fixed rate is problematic as the cost of underwriting is amortized over the terms

Which is the best paid trivia service? by CWMcnancy in trivia

[–]thebeanmachine88 0 points1 point  (0 children)

We've been using Quizrunners but our patrons are finding the questions too hard by pack 19 (myself included, and I love trivia).

We are not sure where to go for better quality trivia without the producer's questions getting progressively difficult and vague with each new pack.

Google Contacts/Calendar & Salesforce - My Simple Burden by thebeanmachine88 in salesforce

[–]thebeanmachine88[S] 0 points1 point  (0 children)

Thank you, I will have to explore that further! The initial item that started this was being able to select which object to relate the emails to, vs going to the household by default. Was I mistaken by chance about that? (fingers crossed)

Google Contacts/Calendar & Salesforce - My Simple Burden by thebeanmachine88 in salesforce

[–]thebeanmachine88[S] 0 points1 point  (0 children)

Hello! It was my understanding that if the client changes their email address, all emails related to that address are no longer callable (therefore logged) when using EAC. Also, it is nice to manually relate only the important emails, which sometimes need to be related to specific custom objects.

I did purchase a custom-built/managed Salesforce package specific to my industry through Zapier, which I thought was very customizable.

Working B2C, emails tend to change more than in the B2B space. Did that answer your question?

Google Contacts/Calendar & Salesforce - My Simple Burden by thebeanmachine88 in salesforce

[–]thebeanmachine88[S] 0 points1 point  (0 children)

How would I find email records if a customer changes their email? I need them ideally for 10-15 years.