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Accounting for Daylight Savings Time in Salesforce

If you are using processes, flows, templates to automate your business processes you have probably run into issues regarding Daylight Savings Time (DST) at some point.  Winter ’20 has provided an additional setting for Locale Settings that will help provide accurate DST times for DateValue() formulas.  Setting this can avoid one-hour discrepancies when processing times between 11:00 PM and 1:00 AM but there are limitations. Read more

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Data Loader Settings

Data Loader is a powerful tool that allows you to manipulate data outside of Salesforce to use elsewhere or to make changes in current data.  It is used for bulk import or export of data, insert, update, delete, or export Salesforce records. Read more

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Using Data Loader to Update Records

There will be times you will need to do a mass update of records that cannot be easily done via the Salesforce Object Manager.  The Data Loader will provide a way to export the Salesforce records you want to change and then update them based on the record id.  This method will work on most Salesforce standard and custom objects. Read more

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Using Data Loader to Export Records

There will be times you will need to export raw data or do a mass update of records that cannot be easily done via the Salesforce Object Manager or Report export.  The Data Loader provides a way to export Salesforce records using a filter and the ability to specify the field data the export returns.  This method will work on most Salesforce standard and custom objects. Read more

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Salesforce Validation Rules

Salesforce provide many ways to customize how your users interact with data, screens, dashboard, etc.  You may have organization wide profile/permissions configured but still have a need to limit functionality.  In this case, validation rules will allow you to set criteria when users perform an action on an object. Read more

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Allowing Updates to Salesforce Audit Fields

If your organization imports records on a regular basis or if you are doing a one off data migration/import, it can be helpful to have the ability to map users to Salesforce Audit fields.  These fields include owner and createby and can contain historical data that you want to keep.  For example when migrating Leads, you can set the owner to the Sales Rep’s userid so the default “My<object>” lists immediately populate.  You can also set the createdby field for imports to be the Sales Rep’s if they are not the ones doing the import. Read more

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Managing Salesforce Object Permissions with Profiles

There are many things you can do with Profiles.  When you give users a profile you can customize what they see and can do in Salesforce.  Profiles can be used for groups of users such as Admins, Sales Reps, Operations, etc.  A profile can also be created and assigned to each user for even further customizations. Read more

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Upgrade your Salesforce App to Lightning

Although you may be viewing your Org in the Lightning format, you may also have run an upgrade.  If you are unable to make changes to layouts and such and/or the Information icon says to upgrade, then you will need to do the following: Read more