There are many ways to reconcile data, especiially for those with a sql db at their disposal. We had data in two systems that was supposed to be the same but had some discrepancies so I took a stab at sorting through it using power query and landed on a remarkably straightforward approach.

In my case one source was XML and the other salesforce. Power query has some odd behaviors with how it handles some data types in xml files, but i will leave those out and hope XML will disappear and make the world a better and safer place.

This exercise assumes you have two queries in a single power query file - one for each data set, and the column headers are the same in both files. If needed, there are ways to use a mapping file to transform the column names, which others have written about.

There were two key features that make this work

1: Unpivot other columsn

in each query, right click...

RIP Field Trip…a great app it was. there are other apps now that do the same thing, and free ones to boot. I’m sure they are great but my new job has some hoops to jump through to install them so i tested out the idea i had years ago to do this using power bee eye.

The M language used in power query makes it remarkably easy to do this. It has a Table.Profile function, which takes a table as an input, and returns the usage, like magic.

You can use the salesforce integration to pull an object, and add one line of code in advanced editor, and you have it.

If you want to filter by record type, or any other field on the object, you can do that via the power query UI prior to adding the line of code to run the profile. It also is possible to do this dynamically by record type, but is more complex, so that will be a separate article.

Note that if you run this on your desktop and have an...

This is the Winter26 Update for this article/how i solved this session re sandbox SSO magic: https://goravseth.com/single-sign-on-from-production-to-sandbox

Connected Apps were voted off the island, and now we have external client apps, which are great. It is possible to do the same SSO magic with an ECA, but there is currently a bug (that for some reason they will not create a KI for) that requires a funny workaround

The bug: If you set the start URL -> custom in the ECA, the app ignores whatever permissions you apply for who can access the app, and it shows up in the app menu for everyone. Those without access are currently redirected to classic and shown an ugly error…

Support acknowledged this is a bug and said its actively being worked on 2 months ago, so keep holding your breath…

The workaround: click enable oauth, set start URL to oauth, and enter the URL there. The rest...

A related list can highlight open opportunities on the account , for those people who find it too much work to look themselves to make it easy to see them. Recently a power user raised the need for finding open opportunities for other accounts within the hierarchy. So we built a screen flow to do this

It was fairly straightforward, thanks to the relatively recent addition of the IN operator for get elements.

It does require a get element in a loop, which is generally bad form but should be fine in this use case, as we are in a screen flow and you would need a 99 level deep hierarchy to hit the 100 query limit.

There are probably other ways to solve this, but the key for me was to realize I must first navigate to the top of the hierarchy (via the get in the “loop”) and then work my way down, level by level, adding all the child account IDs to a collection variable. A final query...

solved an interesting question on ohana slack asking about how to display the files attached to a related record in a “legacy” approval process page.

you can do this using a flow datatable, but there are some tricks required for making a clickable link to the file.

salesforce files have 3 objects, and they dont always play nicely

a) content document : this is the file preview page when you are looking at a file. IDs start with 069

b) content version : these are the file versions, and IDs start with 068

c) content document link these allow the many to many relationship to connect one content document to multiple records. i dont know what the Ids start with …

here is the full flow.

here are the details on how to build it

to start, you must create an input text variable in your flow named recordId. this will be populated automatically when you add the flow to a record page.

...

after a long long time created a new support process in sandbox, and of course you cant deploy standard picklists with change sets.

if i had used devops center i would prob be sorted, but I would have to redo everything. i found it to be too much overhead to deal with for what we needed, and havent played with it recently.

so instead, i did the following

1) include the support process in the change set

• make sure your change set includes the record type associated with the support process.
• then click ‘view / add dependencies’ and you can select the support process to include it. thats the only way to get it

2) retrieve case status via metadataapi / workbench

create a file named package.xml and include this and only this

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>CaseStatus</members>

stumbling in the dark…found a path

option 1 - this works

• create integration user – user license = salesforce integration – profile = minimum access - api only integration
• assign permission set license from user page (permission set license assignments -> edit assignments - salesforce api integration)
• create permission set (no license type)
• set object access and field access in perm set
• assign perm set to user

option 2 - this is supposed to work, but would not for me

• create integration user – user license = salesforce integration – profile = minimum access - api only integration
• create permission set with license type = salesforce integration
• assign permission set to user
• create permission set (no license type)
• set object access and field access in perm set
• assign perm set to user (error)

i am unable to assign a perm set that grants access to standard objects to the users, even...

in preparation for a user group session with peter churchill re extending flow with http callouts and lwc for a dc user group meeting, i tested http callout and external services against the petfinder api, developer.trade.gov consolidated screening list api, and the boldsign api. my notes and observations re http callout and transform element are below. peter figured out a bunch of cool things

One of the first decisions to make is whether to use http callout or use external service. My conclusion is that if the endpoint provides an open api spec, it is easier to create an external service and select the methods you need in the flow, for the following reasons:

• when you create a http callout action, you paste in the response and then salesforce parses it. in this process, you have to go through and manually set the types (string, date, boolean, etc) for any properties that the...

I couldnt find any clear documentation on how to get cases to just not be total crap in lightning. Tried many times, and failed miserably. finally found a way through lots of googling, and piecing things together. the short answer is that you need feed filters and a console app and then there is hope.

“Enable Case Feed Actions and Feed Items” in support settings

• otherwise you may find odd stuff with things not showing up in the case feed esp on old cases

setup case feed filters

• can setup feed filters in classic, to determine what is on the page
• feed filters only show up in console apps in lex, but actually make it usable. you can see all the emails, and easily move from one to the next. other normal things

try “Enable Unread/Read on Compact Case Feed” - no idea what that does yet…and maybe ‘enable draft emails’ cuz why not.

create a console app, then do normal lighting...