Personal Finance Order of Operations: 1) Create a budget to figure out expenses 2) Build a 1-month emergency fund 3) Maximize employer 401k matches to let free money compound 4) Pay off high-interest consumer debt 5) Save 3 to 6 months of expenses in an emergency fund The Financial Order of Operations: 6) Maximize Roth […]
Easy formulas to help new investors know if a rental property will cash flow.
The 1% rule This rule states that when buying a property, the goal “should” be to have monthly rent be at least 1% of purchase price. Ex: If price is $220,000 you would want rent to be at least $2,200/mo. The 50% rule This rule states that on average, ~50% of total gross income “could” […]
Retirement Planning
What are my options: Roth IRA Index Funds Source: Image source twitter
Insurances needs for day to day life
– Life – car – Health – Umbrella – Long term disability – ID theft (“insurance”) – Audit Insurance – Property Insurance
Query to find Permission sets assigned to Users
DescriptionBelow is the SOQL query we can create using Workbench to capture the Permission Sets associated with a given User or Profile via the Permission Set Assignment object ResolutionQuery: SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE Assignee.Name = ‘JOHN SMITH’ Or retrieve all users associated with a specific PermissionSet like: SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE PermissionSet.Name = ‘Custom […]
Salesforce Retire | End of life (EOL) of Permissions on Profiles
Salesforce announcing the end of life (EOL) of permissions on profiles/ Retire Permissions on Profile that will be the Spring ’26 releaseProfiles will still exist; however, permissions on profiles will EOL and permissions will be available only on permission sets. Before we dive into what’s new with Spring ‘23, here’s a quick reminder of what […]
Individual Retirement Accounts (IRAs)
Individual Retirement Accounts (IRA) provide tax advantages for retirement savings. You can contribute each year up to the maximum amount allowed by the Internal Revenue Service. There are several types of IRAs available: Rollovers A rollover is a tax-free distribution of cash or other assets from one retirement plan to another retirement plan. The distribution to […]
Salesforce Governor Limits – Apex, Platform, Event and callout
Due to the nature of multitenancy and the fact we are sharing resources, governor limits are in place to ensure that all resources are allocated as expected to each. There are different types of governor limits Per-Transaction Apex Limits: These limits count for each Apex transaction. For Batch Apex, these limits are reset for each […]
Salesforce – what is the difference between Trigger and Workflow?
Trigger – Custom Code Workflow – Configuration – no code approach