Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can help you automatically populate fields to help manage your Accounts and Contacts Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can be used on any Salesforce object that you want to calculate a commission (e.g., Cases, Opportunities, etc). Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. Although the examples are for Case Management they can be edited for use with other objects and processes. Read More
After enabling Notes and configuring any feed tracking, you will want to add the related lists to your organization’s page layouts.
First make a list of all areas you want users to have the ability to add, edit, and view Notes and/or upload Files. For example you may want to utilize Notes and Files on Accounts, Opportunities, and Orders but nothing else. From the page layout in Object Manager, you can configure the visibility and location. If you use more than one layout (e.g., with different record types), be sure to make the changes to every layout you want Notes and Files accessible.
Salesforce Classic Notes & Attachments related list is replaced with Files for attachments and docs and Notes for general notes. If you have not moved your Notes & Attachments records, you will want to do so soon as the related list will eventually be phased out. Read More
To help organization’s transition to Lightning Experience, Salesforce Labs introduced the Magic Mover for Notes and Attachments to Lightning Experience app that allows admins to Convert Attachments to Files and configure Notes. Read More
There are times when you want to format a DateTime field with a standard format for the Time. For example: 3/25/20 13:30 as 3/25/20 at 1:30 pm. This can be useful in templates for reminders to give it less of a ‘form letter’ feel. Read More
There are times when you want to format a date with the full names of the month and day. For example: 3/25/20 as Wednesday, March 25, 2020. This can be useful in templates for reminders to give it less of a ‘form letter’ feel. Read More
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
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
