A Tip A Day #35 – Test Time Dependant Workflows

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #35 - Test Time Dependant Workflows Here's a workflow rule with Time Dependant actions as in the actions (field updates, sending email etc) happen after a certain time configured in the Time Trigger as shown below.  …

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 …