Posts by Emily

One of the key differentiators between OmniScripts and Screen Flows is the superior handling of advanced processes with loops and really complex branches, available with Screen Flows. Is there a way to build a form with a loop-like experience, without depending on code, and without leveraging Flow?

Negotiation is a key skill for architects. During the design and implementation of a solution, there will be conflicts between your point of view and the points of view of others - your client, your end users, your technical team. Being able to negotiate well means you are able to view these conflicts strategically, and discuss and resolve them acceptably.

Too many people avoid booking Salesforce cert exams out of fear of failure. How can you make the idea of failing a little less scary so that you too can fail and grow from it?

There are some requirements that just do not fit the Salesforce core platform. We architects need to be able to weigh up options and make best practice recommendations for the right solution, including knowing what aspects of your solution should be on-platform or off-platform.

Architects usually do not have a lot of concrete authority, or sign-off on a project - which means to succeed in your architect role, especially as a consultant or contractor, you need to build influence with your client and the team. To influence people you need to first gain their trust.

Sometimes people say that communication is a two-way street. I guess I would liken it more to a multi-lane highway, with on-ramps and off-ramps and people cutting in on you and your GPS is sometimes broken - there is a LOT of input demanding our attention and getting in the way of our ability to clearly communicate with others.

When you are designing a solution, there are some common, repeatable solutions you will find yourself using over and over. The architectural principles and structure behind these repeatable solutions are known as architectural patterns.

Soft skills are not called soft because they are easy. Where a hard skill is about structure, facts, true or false statements - soft skills melt in around the edges, providing cushion to those cold hard facts.

Salesforce has a number of objects and data models designed to support multiple use cases for tracking information about businesses and people. It can get a little confusing - which should I use? Can I change my mind later? Everyone keeps saying Person Accounts sucks and I should steer clear, is it really that bad? Well, hopefully I can help you answer these questions!

You’ve got an existing Salesforce org, and you’re looking at switching on Person Account. Salesforce has a Person Account implementation guide, and while this is useful, I think it is missing some important information, so here are my tips to supplement the guide.