Classic:1. Go to Reports Tab.2. Click New.3. Select Accounts Report Type and click Create. 4. Select Cross Filter. 5. Set Accounts without Contacts.Lightning:1. Go to Reports tab.2. Click New.3. Select "Accounts" Report ....
Validation Rule can be used to force users to select right Stage while creating Opportunity record in Salesforce.Sample Validation rule:AND(ISNEW(),NOT( ISPICKVAL( StageName , 'Prospecting' ) )) Output:
For setting up WhatsApp Channel with all the required configuration, use the following link https://www.infallibletechie.com/2021/03/how-to-route-whatsapp-messages-to.html 1. Go to Bot Overview and add the WhatsApp Channel in Connection. 2. Setup the ....
To prevent users from updating Notes in Salesforce, develop a trigger on Note object and throw an error when someone tries to update the notes. Sample Trigger:trigger NoteTrigger on Note ( ....
Select "Customer Portal Users" in the Search. This will list all the Customer Community or Experience Cloud users to add it to the Public Group
INVALID_CROSS_REFERENCE_KEY 1. If the user doesn't have access to the Lookup or Master detail relationship records when they are updating a record with it. 2. If the user is trying ....
1. How to route Leads/Cases/Chats/Custom Object records based on Agents Availability in Salesforce? We can use Omni-Channel feature in Salesforce. Based on the Omni-Channel presence status(Online, Offline, Away, etc), the ....
To find Report references in a Dashboard, use the following SOQL. Sample SOQL: SELECT Dashboard.Title FROM DashboardComponent WHERE CustomReportId = '00O8c000007uh5UEAQ' Output:
lightning/uiRelatedListApi can be used to fetch the related records and display using Lightning Web Component. Since we use lightning/uiRelatedListApi, apex code is not required to fetch the related records. Check ....
Organization concurrent user limit exceeded Exception in Salesforce occurs due to "Maximum number of concurrent clients (subscribers) across all channels and for all event types" limit.Check the limit as it ....