Month: May 2020

Your Guide to Passing the Salesforce Platform App Builder Exam

Merivis Guest Blog by Joey Eisenzimmer – Joey is a graduate of the first Merivis Cohort in Seattle who has gone on to get both his Salesforce Administrator and his Salesforce Platform App Builder certifications. Joey now also volunteers with…

Contact Record Types vs. Custom Objects – Which to Choose When Serving Different Populations in Human Services

Orgs That Overcome In considering how to distinguish (in Salesforce) between types of clients participating in different areas in the organization, it is essential first to determine the degree of separation between the different areas or programs. On the one…

My Testing Checklist for Processes/Flows that Create Records Automatically in Salesforce

Orgs That Overcome While we don’t want to waste time needlessly testing for “edge cases,” the different scenarios that might break our automation in Salesforce can become numerous as the automation becomes more robust. Furthermore, something that we judge to…