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Salesforce.com – 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

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Salesforce.com – Creating a Sandbox for Backup

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

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Salesforce.com – Validation Rules

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

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Salesforce.com – Adding a Related List

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

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Salesforce.com – Lead Settings

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

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Salesforce.com – Drag and Drop Files in Records

Little advantage of Lightning Edition is that you can now drag and drop certain files directly to the record.  Now, there’s a trick to this as the “files” related list isn’t always available, but once added a simple drag of a file puts it on that record for future use. Read more