Process Builder in Salesforce
The Process Builder is a tool that allows you to easily automate business processes using a convenient graphical representation of your process as you build it. Automated processes in the ....
Category: Salesforce
Post Snapshot to Dashboard Feed
1. Open the Dashboard. 2. Select "Post Snapshot to Dashboard Feed" from the menu. 3. Enter the comments and click "Ok". Output: Cheers!!!
How to set default values for fields in Global Action Publisher Layout?
1. Open the Action. 2. Click "New" under Predefined Field Values section. 3. Select the field and default value. Cheers!!!
The ‘Days_Since_Last_Update__c’ formula field did not return the correct number of days between an Account’s Last Activity Date and today
Use the following formula to fix the issue. TODAY() - Account.LastActivityDate
When to use Formula field in Salesforce?
Formula Fields in Salesforce plays a vital role to derive data in run time. Formula fields calculates the values in runtime when they are queried and viewed. Salesforce Formula editor ....
What is the difference between 15 digit and 18 digit IDs in Salesforce?
15 Digit Id is case-sensitive whereas 18 Digit Id is case-insensitive. Many legacy applications doesn't support case sensitive strings, so in that case we can make use of 18 digit ....
Mobile Number validation using Apex in Salesforce
Using Pattern.matches() and RegEx, we can validate Phone Number or Mobile Number using Apex in Salesforce. In the following example, I have made sure the Account Phone number field contains ....
How to undelete mass records in Salesforce?
1. Extract the ids of the records using data loader or any other tool. 2. Go to https://workbench.developerforce.com. 3. Use Undelete option under data menu. Cheers!!!
Failed to load document issue in Salesforce
If you face "Failed to load document issue in Salesforce" issue, try the below code for attachment body. Attachment att = new Attachment(); att.Body = Blob.toPDF(strVar); Other troubleshooting steps are ....