Salesforce Classic Notes & Attachments related list is replaced with Files for attachments and docs and Notes for general notes. If you have not moved your Notes & Attachments records, you will want to do so soon as the related list will eventually be phased out. Read More
To help organization’s transition to Lightning Experience, Salesforce Labs introduced the Magic Mover for Notes and Attachments to Lightning Experience app that allows admins to Convert Attachments to Files and configure Notes. Read More
There are times when you want to format a DateTime field with a standard format for the Time. For example: 3/25/20 13:30 as 3/25/20 at 1:30 pm. This can be useful in templates for reminders to give it less of a ‘form letter’ feel. Read More
There are times when you want to format a date with the full names of the month and day. For example: 3/25/20 as Wednesday, March 25, 2020. This can be useful in templates for reminders to give it less of a ‘form letter’ feel. Read More
If you are using processes, flows, templates to automate your business processes you have probably run into issues regarding Daylight Savings Time (DST) at some point. Winter ’20 has provided an additional setting for Locale Settings that will help provide accurate DST times for DateValue() formulas. Setting this can avoid one-hour discrepancies when processing times between 11:00 PM and 1:00 AM but there are limitations. Read More
Data Loader is a powerful tool that allows you to manipulate data outside of Salesforce to use elsewhere or to make changes in current data. It is used for bulk import or export of data, insert, update, delete, or export Salesforce records. Read More
There will be times you will need to do a mass update of records that cannot be easily done via the Salesforce Object Manager. The Data Loader will provide a way to export the Salesforce records you want to change and then update them based on the record id. This method will work on most Salesforce standard and custom objects. Read More
There will be times you will need to export raw data or do a mass update of records that cannot be easily done via the Salesforce Object Manager or Report export. The Data Loader provides a way to export Salesforce records using a filter and the ability to specify the field data the export returns. This method will work on most Salesforce standard and custom objects. Read More
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
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
