A Tip A Day #9 – VALIDATION ON CLONED RECORD

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #9 - Validation on Cloned record #ISCLONE Requirement: Is to not let the Users select Closed Won as the stage of the Opportunity when they clone an Opportunity.  In other scenarios, when users clone a Closed Won …

7 Ways to Lock a Record in Salesforce

In this blog post, I'd be discussing the different ways to lock a Salesforce record in UI.  By lock, I mean, the user shouldn't be able to edit the field values of the record.  I have identified 7 ways to lock a record using configuration and coding. There is a general requirement that the Business doesn't …

Salesforce Optimizer – Scan Your Org Customization

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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