Corey Babka 2 Comments – Close Salesforce Lightning Activities with a Click of the Mouse

A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list.  The checklist will display on each activity in the list.  When you check the box, the activity will automatically be marked as closed.  The activity will then move into the Activity History related list.  You can check one or more activities at a time. Read more

Corey Babka No Comments – Monitor Emails Sent from Salesforce

The Email Log files are a great way to monitor messages sent from Salesforce and when testing new templates.    The log file will include the status of the email as well as date,  UserID, recipient, and sender.

The file can retrieve up to the last 30 days of activity and will be available within 30 minutes of requesting it.  It is delivered via email in .csv format and can span multiple files if there are large amounts of messages sent. Read more

Corey Babka 9 Comments – Using Process Builder Flow to create a running total of Order Sales Amount on an Account Record without Using a Rollup

When reviewing an Account’s orders, it can be helpful to see the total amount of Orders or sales the Account has had.  By creating a custom currency field on the Account object and a flow to update the value each time an Order is completed, you can create a summary field without having to use one of the allowed Rollup fields. Read more

Corey Babka 9 Comments – Process Builder Functions (ISNEW, ISCHANGED)

When creating processes in Process Builder, you can use the ISNEW() and ISCHANGE() functions to be specific on when you want the process to run.  This helps eliminate the process triggering multiple times because you are more specific in the criteria.  For example, you may want to update the Salesman field based on the Billing State of the Account record ONLY when the Account record is created.  Or you may want to update Read more

Corey Babka No Comments – Exporting a Full Backup

Before implementing any large project or data changes, it is a best practice to take a backup of your entire database.  Some data updates may not go to the Recycle Bin and this allows you to restore if things go awry.  You can also schedule full backups to occur on a regular basis.  Read more