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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

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Customizing the Lightning Highlights Panel

Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page.  You can edit each page highlights panel to include up to six fields.  These fields will be data that will help the user ‘know’ the contact or easily access their contact information.  Standard and custom fields can be displayed here so you can create formula field to put several together (e.g., Rep + Territory + State) to get more information into the panel. Read more