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 Use Apex to Automate Business Processes  

 

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#Trailhead Challenges  #Project  #Apex

3 comments
  1. Aug 22, 2025, 2:29 PM

    @David Dávila

    you're welcome! =) 

    I wish you success in your further learning Salesforce.

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

0/9000

Hi all!  

 

I’m looking for project ideas to build out my resume and Salesforce portfolio, especially in the platform developer and admin space. At my last job, I worked as an office administrator and inside sales procurement buyer in a warehouse environment—and to put it bluntly, the system was chaotic. 

 

There was no direct communication between the sales team and the shipping/receiving department. No one had a clear way to track the status of orders unless they manually pulled up the sales doc or chased down the rep. Everything ran through email, word-of-mouth, or whatever the president decided was the priority that day. It was exhausting and inefficient—and while I tried to suggest improvements, I think that may have rubbed folks the wrong way. 

 

Now that I’m no longer there, I’ve been thinking of using that experience as a reference point for a personal project. I want to rebuild their sales order, inventory, and communication workflows in Salesforce as a case study—not to show them, but to showcase how streamlined and functional things could

be. 

 

Is that okay to use as a basis for a portfolio project? I won’t be using any proprietary data or names—just the chaos as inspiration, haha. I’d love to hear if anyone else has done similar "fictionalized" rebuilds based on past roles—and if you have any project recommendations, I’m all ears! What kinds of Salesforce admin/developer builds have helped you land interviews or show off your skills?

 

#Saleforce Administrator  #Platform Developer  #Project

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Salesforce How-To Thursdays - Tracking How Many Times an Opportunity is Pushed!

In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed.

Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it!

We'll use Flow to track the pushes, build a report on them, and a dashboard component to tie it all together.

Watch it here:

https://www.21knots.com/resources/opptypushcount

 

#Opportunity #Flow #Project #Reports & Dashboards #Automation

1 comment
0/9000

Salesforce How-To Thursdays - Tracking How Many Times an Opportunity is Pushed!

In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed.

Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it!

We'll use Flow to track the pushes, build a report on them, and a dashboard component to tie it all together.

Watch it here:

https://www.21knots.com/resources/opptypushcount

 

#Opportunity #Flow #Project #Reports & Dashboards #Automation

0/9000

Salesforce How-To Thursdays - Tracking How Many Times an Opportunity is Pushed!

In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed.

Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it!

We'll use Flow to track the pushes, build a report on them, and a dashboard component to tie it all together.

Watch it here:

https://www.21knots.com/resources/opptypushcount

 

#Opportunity #Flow #Project #Reports & Dashboards #Automation

0/9000

Salesforce How-To Thursdays - Tracking How Many Times an Opportunity is Pushed!

In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed.

Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it!

We'll use Flow to track the pushes, build a report on them, and a dashboard component to tie it all together.

Watch it here:

https://www.21knots.com/resources/opptypushcount

 

#Opportunity #Flow #Project #Reports & Dashboards #Automation

0/9000

Salesforce How-To Thursdays - Tracking How Many Times an Opportunity is Pushed!

In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed.

Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it!

We'll use Flow to track the pushes, build a report on them, and a dashboard component to tie it all together.

Watch it here:

https://www.21knots.com/resources/opptypushcount

 

#Opportunity #Flow #Project #Reports & Dashboards #Automation

0/9000

Salesforce How-To Thursdays - Download All the Files in Your Salesforce Org

 

Have you ever needed to download all file content from your Salesforce org?  If you've done some digging around, you likely found that there is no easy way to do so (until now).  Salesforce's Data Export function doesn't download files, and neither does DataLoader.

 

In this how-to, you'll learn how to cleverly and automatically construct URLs that, when fed through a Chrome extension, downloads all your files!

 

Watch it here: https://www.twentyoneknots.com/resources/download-all-files

 

Enjoy!

 

#Salesforce #TwentyOneKnots #HowTo #Project #Files #Export

1 comment
0/9000

Salesforce How-To Thursdays - Download All the Files in Your Salesforce Org

 

Have you ever needed to download all file content from your Salesforce org?  If you've done some digging around, you likely found that there is no easy way to do so (until now).  Salesforce's Data Export function doesn't download files, and neither does DataLoader.

 

In this how-to, you'll learn how to cleverly and automatically construct URLs that, when fed through a Chrome extension, downloads all your files!

 

Watch it here: https://www.twentyoneknots.com/resources/download-all-files

 

Enjoy!

 

#Salesforce #TwentyOneKnots #HowTo #Project #Files #Export

1 comment
0/9000

Salesforce How-To Thursdays - Download All the Files in Your Salesforce Org

 

Have you ever needed to download all file content from your Salesforce org?  If you've done some digging around, you likely found that there is no easy way to do so (until now).  Salesforce's Data Export function doesn't download files, and neither does DataLoader.

 

In this how-to, you'll learn how to cleverly and automatically construct URLs that, when fed through a Chrome extension, downloads all your files!

 

Watch it here: https://www.twentyoneknots.com/resources/download-all-files

 

Enjoy!

 

#Salesforce #TwentyOneKnots #HowTo #Project #Files #Export

0/9000