When viewing or analyzing data in Salesforce it can be helpful to have several browser screen open so you can move back and forth. This is especially helpful when viewing reports and comparing data in the actual record(s). Read More
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
Although you may have not used a Sandbox to develop processes and flows, it is still a best practice to have a current backup of all your hard work. You may have a Data Export scheduled but that only covers the data stored in the database objects. Your processes, flows, visual force code is stored elsewhere. The easiest way to keep a current backup of these items is to create a Sandbox and schedule Refreshes to occur to keep it current. Read More
There will be times a record is deleted by mistake. It happens. Salesforce stores recently deleted records in the Recycle Bin for 15 days. This means you can easily bring a deleted record back with all of its associated records such as activities. Read More
Formulas are a great way to automate field data, create Validation Rules, and define workflow criteria. Read More
Keeping Salesforce data accurate is one of the most important goals you will have. If information is entered incorrectly, it will affect how it is pulled out in reports, dashboards, workflows, etc. Even one letter missing or misspelled can make a filter show false instead of true. For example if an Account is added with a Type of ‘Client’, it will not be included in a report showing all Accounts with the type of ‘Client’.
Validation rules help keep information consistent with your processes. They check the value entered and if it does not meet the validation, it cannot be saved. Read More
Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout. They provide quick access to information for the related object as well as the ability to add/edit/delete records. Read More
Couple of recent changes, if you’re a big lead person is that you can now turn OFF the opportunity area when converting a lead. There are two settings actually that may be of use for you. Read More
To find the age of items such as the age of person, age of an account, age of the client relationship, etc., a custom formula field can be created to calculate the time difference between two dates. Read More
There are times when you will need to join Salesforce objects to retrieve and present report data that meet your company’s needs. This may occur when you have custom objects or need information that is not included in the standard Report Types. Read More
