shares about what he knows and does in Salesforce
This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #17 - Upload Records with Inactive Owner Recently I was migrating few old records into Salesforce using Data loader. The upload csv file had of course Record Owner field referring to the User record. I got …
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This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #16 - Report on Duplicate Records in Salesforce Salesforce has configuration setup to identify duplicate records when users create new records. While setting it up, you have an option to 1) alert the user about it and …
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This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #14 - Data Load Date / DateTime Fields into Salesforce While data loading any Date fields into Salesforce, remember to include the TIMEZONE as well in your csv file. If you miss the time zone, it …
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This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #3 - Data Load Non-English Characters If your csv file has Non-English characters (eg: Chinese characters) to data load into Salesforce. Then are 2 settings you need to set for that data to load into Salesforce …
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I found this post in my drafts, drafted long ago. I missed to publish - Better late than never, so posting now! #LatePost This post specifically highlights the features of Lightning Report Builder released in Summer'17! Add Dashboard Filters in Lightning Experience Add, edit, or remove filters from your Lightning Experience dashboard directly. Without dashboard filters, you’d …
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Check out the the other "Lightning Experience features" released in Winter'18. Check out the "Reports & Dashboards" Features of Winter'18 This post specifically highlights the features of Lightning App Builder released in Winter'18! Make Your Lightning Pages Dynamic Now you can control when a component appears on a record page by adding filter conditions and logic to …
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Check out the the other "Lightning Experience features" released in Winter'18. Check out new "Lightning App Builder" features This post specifically highlights the features of Lightning Report Builder released in Winter'18! Introducing Lightning Report Builder Lightning Report Builder : Differences Between the Lightning and Classic Report Builders Feature Difference Report Formats In the Salesforce Classic report builder, you …
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This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #5 - AppExchange Apps to scan Business/Name Cards Lately, I have been researching on Apps that could scan Business Cards (Name Cards) so the Sales team can just scan the Name cards they collect to create …
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Salesforce has introduced Optimizer to evaluate your Salesforce org implementation which determines how your company uses "certain" Salesforce features, then identifies ways that you can improve. This is available for free for everyone. You can run Optimizer in sandbox/production to receive recommendations to: Improve features Clean up customizations Reduce complexity and Drive feature adoption. Features Evaluated …
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In this post, I'm highlighting all the new features introduced into Reports & Dashboards specially for Lightning Experience with Spring 17 release. There are quite a few updates to Lightning though few are old and existing in Classic Salesforce. To set up Einstein & its Features, learn here (screenshots added). Read the highlights from All of the Spring 17 updates …
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HAPPY NEW YEAR 2017 In this post, I will highlight all the new features introduced into Lightning App Builder with Spring 17 release. To set up Einstein & its Features, learn here (screenshots added). Read the highlights from All of the Spring 17 updates here. What's new in Reports & Dashboards in Lightning Experience this Spring 17, …
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As a Salesforce Developer, have you ever worried about the code in your Salesforce org and wanted to check if: the code you have written/existing code is in line with the best practices? you have followed the coding guidelines suggested by Salesforce? there are any loop holes in the code that could cause severe security …
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