Delegated Approver in Salesforce
Delegated Approver is an alternate approver. This user receives the same approval requests as you do. Delegated approvers can't reassign approval requests. But, they can approve or reject approval requests. ....
Category: Salesforce
How to declaratively prevent two Opportunities being created on a single Account on the same day in Salesforce?
1. Create a custom field on the Account. 2. Create a Workflow Rule on the Opportunity Object. 3. Create a Field Update on Opportunity Object. 4. Create a Validation Rule ....
How to monitor Salesforce Platform Events daily or 24-hour or hourly period usage?
Note: MonthlyPlatformEvents (API version 47.0 and earlier)MonthlyPlatformEventsUsageEntitlement (API version 48.0 and later) 1. Sample Code: Map < String, OrgLimit > mapOrgLimit = OrgLimits.getMap(); Integer intLimit; Integer intValue; if ( mapOrgLimit.containsKey( ....
How to subscribe to Salesforce Platform Event using Workbench?
In Workbench, we have Streaming Push Topics option to subscribe to Salesforce Platform Event. 1. Go to Queries and select Streaming Push Topics. 2. Enter /event/PlatformEvent__e(Use API Name).
Service Account or Integration Account Best Practices in Salesforce
Check the below for Service User or Integration User Best Practices in Salesforce 1. Create separate user account for each service or integration. This will help us to avoid hourly ....
How to edit Notes records in Salesforce?
1. Check whether Enhanced Note feature is enabled. 2. Click the Note title to open and edit the Note record.
PushTopic, Change Data Capture and Platform Events supported tools
1. MuleSoft 2. Informatica - https://network.informatica.com/docs/DOC-18224 3. Node.js - https://medium.com/@erasmuss22/subscribing-to-the-salesforce-streaming-api-from-node-js-cf99b7db5394 4. Heroku - https://blog.heroku.com/sf-streaming-api 5. Dell Boomi. https://help.boomi.com/bundle/connectors/page/r-atm-Salesforce_Platform_Events_Connector_5be03def-3af7-4861-af94-b21d9ee79dfa.html
Mail Merge in Salesforce
A mail merge is the process of generating form letters and other Microsoft® Word documents that are personalized for the recipient, who is often a contact or lead. The content ....
Salesforce Lightning Dashboard filter supported data types
Salesforce Lightning Dashboard filter supports the below data types 1. Picklists2. Lookups3. Checkboxes4. Text5. Numeric6. Date7. Datetime Date and Datetime range for selection is not currently supported. Relative date and ....
Splunk and Salesforce
Install Splunk App for Salesforce using the below URL. https://splunkbase.splunk.com/app/1931/ We can check the below 1. Apex Pages performance 2. Apex Classes performance 3. Detect Security Threats 4. Reports and ....