[Saurabh]

Hi Manpreet

We Cann't track rollup summary fields and formula fields and also we Cann't make rollup summary fields and formula fields on user objects.

Hope this may help you :

Thanks

[Saurabh]

Hi Manpreet

This will give you the Base URL

LEFT($Api.Partner_Server_URL_260, FIND( '/services', $Api.Partner_Server_URL_260))

Hope this may help you:

Thanks

[Saurabh]

Hi Manpreet

Rich/long text area fields aren't available for formulas. If you need to pull this information through I think you'll need to use a workflow field update or trigger to copy it.

Unfortunately the Workflow Field Update also loses the markup so best to stick to Apex Trigger solution.

Hope this may help you:

Thanks

[Saurabh]

Hi Suraj,

As much i understand your problem you can create formula like this.

IF(AND(ISCHANGED(your contact field),ISBLANK(your phone field)),true,false)

Let me know it will help you or not:

Thanks:

[Saurabh]

Hi Suraj

No you Cann't  add both standard and custom record types in record type picklist.

Either you have to add all standard  record types or

Either you have to add all Custom record types

Hope this may help you:

Thanks

 

[Saurabh]

Hi Manpreet

We can't allow you to clone a permission set and reset the license type because it may invalidate the original state of the permissions in your new permission set.

Hope this may help you:

thanks

[Saurabh]

Hi Suraj
There are few possible scenarios where the user cannot request a security token.

1. Verify if IP Restrictions are added to the Login IP Ranges
If there are any IP range values defined then Reset My Security Token option will not be available.
(E.g. Start IP: 192.162.0.0 _ End IP: 192.162.0.255)

In order for the option Reset My Security Token to appear you will need to first either remove the Login IP Ranges or change the user to a profile that does not have any Login IP Ranges listed.

Salesforce classic UI

If the Salesforce edition is Unlimited, Performance or Enterprise, System Administrators can verify if there are IP values in the Login IP ranges by selecting: Setup | Manage Users | Users | Profile| Profile name | Login IP Ranges.
If the Salesforce edition is Professional, Group or Contact Manager, IP Restrictions are located in the Session Settings, instead, system administrators can verify this by going to: Setup | Security Controls | Session Settings.
New Lightning UI

If the Salesforce edition is Unlimited, Performance or Enterprise, System Administrators can verify if there are IP values in the Login IP ranges by clicking on the top right Gear | Setup Home | Users | Profiles | click on the Profile name | Login IP Ranges.
If the Salesforce edition is Professional, Group or Contact Manager, IP Restrictions are located in the Session Settings, instead, system administrators can verify this by clicking on the top-right Gear | Setup Home | Security | Session Settings.
2. Verify if the Network Access selection is missing from Security Controls setting
Follow these steps:

Go to Setup
On the left pane of the "Quick Find" box, enter the words “Network Access"
If you have a non-administration profile, contact your internal System Administrator to perform the steps for you because you may not be able to see the Network. A System Administrator can see the Network Access option.
Note: If you don't see the "Network Access" link above, the system administrator can log a case with Support to request the following features enabled for the Organization:
- Login Challenge Enabled
- Login with API Token

3. Verify if user's Profile is corrupted
If none of the previously mentioned scenarios are true in your case, try editing the profile of the user that's missing the security token and then saving it without making any modifications. This will reset the profile, and might result in the token option being available. If the information provided is unable to help resolve the issue please log a case with support for assistance.

Hope this may help you:

thanks

 

[Saurabh]

Hi Manpreet

Checkbox field is controlling field.

Picklist field can be both controlling and dependent field

whereas multipicklist is dependent field.

Hope this may help you

thanks

[Saurabh]

Hi Suraj

Yes suraj Pricebook entry is an object in the salesforce which is standard object and junction object to :

For getting information about  Pricebook entry go  to the schema builder by typing it in quick search box in the setup:

where you filter the objects by typing pricebookentry in search box and you will get information about junction object pricebook entry

Hope this may help you:

thanks

[Saurabh]

Hi Manpreet

Yes you can do this.

you can proceed in this way:-

Create the report first, with the filters that you want (I tend to leave the values blank, however you can use a current report and the values you pass dynamically will override the values in the filters of the report)

:i.e if we wanted a link on a User record that would pull a report for all the contacts owned by a that the the filter would be Contact ID - equals - ""

Save the report.

Copy the last part of the URL after the .com, for example from: http://www.salesforce.com/00O200000034zMS just copy the ' /00O200000034zMS ' (including the /)

Create your or button or link and in the URL description box paste the URL. Now you need to make this dynamic since at the moment this would just pull your report. You need to supply the values for your filters, to do this you use 'pv' followed by a number that correlates to the filter, counting from 0 and then insert the field you want to gain dynamically from the record.

For example, on the report our filter is 'Contact ID - equals "" so we would write:

/00O200000034zMS?pv0={User.ID}

Save and make sure this is on the page layout

If there are multiple filters, /00O200000034zMS?pv0={FIELD}&pv1={FIELD}&pv2{FIELD}

if you want more information you can refer to this links: http://www.interactiveties.com/b_dynamic_report_part1.php

Hope this may help you:

Thanks

[Saurabh]

Hi Suraj

The Functionality that you want ,it can be achieved by using Record type

1-From the management settings for the appropriate object in your case select (Account), go to Record Types.
2-Click New.
3-Choose Master from the Existing Record Type drop-down list to copy all available picklist values, or choose an existing    record type to clone its picklist values.

4-Enter a Record Type Label that's unique within the object.
5-Enter a Record Type Name. The Record Type Name refers to the component when using the Web services API and prevents naming conflicts on package installation in managed packages.
6-For opportunity, case, lead, and solution record types, select a business process to associate with the record type.
7-Enter a description.
8-Select Active to activate the record type.
9-Select Enable for Profile next to a profile to make the record type available to users with that profile. Select the checkbox in the header row to enable it for all profiles

10-For enabled profiles, select Make Default to make it the default record type for users of that profile. Select the checkbox in the header row to make it the default for all profiles.
11-Click Next.
12-Choose a page layout option to determine what page layout displays for records with this record type:
To apply different page layouts based on user profiles, select Apply a different layout for each profile and choose a         page layout for each profile.
13-Click Save to edit the values of the standard and custom picklists available for the record type, or click Save and New to create another record type.

Hope this may help:

Thanks

 

[Saurabh]

Hi Manpreet,

If you’re having trouble logging in to Data Loader, try the following solutions.

• Add a security token to the end of your password to log in to Data Loader.
• Change the Server host to point to the appropriate server in Data Loader by following these steps:
• Start the Data Loader.
• Navigate to Settings | Settings.
• Set Server host to https://yourInstance.salesforce.com/, whereinstance_name is the Salesforce instance you’re on.
• Click OK to save your settings.
• Ask your administrator whether you’re working behind a proxy server. If so, adjust your Data Loader settings. If you’re using APIs that are behind a proxy server, the proxy server prevents the APIs from connecting with Salesforce servers; you won’t see information about the APIs under Login History.
• Try to log in on another computer to verify that your local device settings aren’t causing the problem.

Hope this may help you

thanks

[Saurabh]

Hi Manpreet,

You can get solution of your query by going through points given below that differentiate between Import wizard and data loader and by this you will enough knowledge which one we have to use in  the given situation:

Import Wizard:

For simple imports of up to 50000 records.
It supports all custom objects and only few standard objects like Account, Contact, Leads, Solution.
It supports schedule export.
Delete operation is not available.
We cannot export data.
It doesn’t require installation.
While importing, duplicates can be ignored.
Data Loader:

For complex imports of any size more than 50000 records.
It supports all standard and custom objects.
It doesn’t support schedule export.
Delete operation is available.
We can export data of all custom & standard objects, and can import all custom & standard objects except User standard object.
It requires installation.
While importing, duplicates cannot be ignored.

Hope this may help you:

Thanks

[Saurabh]

Hi Suraj

You need create Global picklist values:-

Use global picklist value sets to share values across objects and custom picklist fields, and to restrict the picklists to only the values that you specify.

A custom picklist is tied to a particular object as a field on the object. Unlike a custom picklist field, a global picklist exists independently as a global picklist value set. Its values are shared with any picklist that’s based on it.

A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. Users can’t add unapproved values, even through the API.

You can have up to 500 global picklist value sets in an org. Each global value set can contain a mix of 500 active and inactive values. There’s no limit on the number of custom picklists that use global picklist value sets.

• From Setup, enter Picklists in the Quick Find box, then select Picklist Value Sets.
  Next to Global Value Sets, click New.
• Enter a label for the global value set. This name appears in Setup, and when users create a picklist based on this global value set.
• To tell users what these values are for, enter a specific description of the global value set. This text appears on the Picklist Value Sets list page in Setup.
• Enter the values, one per line.
• Optionally choose to sort the values alphabetically or to use the first value in the list as the default value, or both.
• You can’t change these settings later.If you select both options, Salesforce alphabetizes the entries and then sets the first alphabetized value as the default.
• Click Save.
  Your global value set is ready to be used in custom picklist fields. You can reorder the values by clicking Reorder.

Hope this may help you:

Thanks

 

[Saurabh]

Hi Suraj,

No you cannot change the required fields of standard objects but you can do that in the custom fields of  Custom objects.

There are certain standard fields on some standard objects that you will always have to use if you want to use the object. As it happens all objects need to have a name field.

The name field of an object is a required field that has a special place in the life of the object. The record name is intended as a human-readable identifier for a record. It's not required to be a unique identifier, but it is supposed to be the primary way users distinguish one record from another. In the automatically generated user interfaces, you’ll see that the value for the name is always displayed as a link to the record itself, to its own detail page.

Hope this may help you:

Thanks

[Saurabh]

Hi Manpreet
This is generally due to one of the following:

a) The master object has an existing Roll Up Summary field for data on the child object. In this case it is necessary to delete the Roll-Up Summary field on the parent object to permit the Master-detail field type to be changed.

b) There is a cross object Workflow Field Update defined for the child object to update a record on the parent. Cross object field updates only work on master detail relationship. In this case it is necessary to delete the cross-object field update to permit the Master-detail field type to be changed.

Hope this may help you:

Thanks

[Saurabh]

Hi Suraj,

You can relate  database table with salesforce object something like that:-

A database is simply a way to collect and organize information in a series of rows and columns.

This table is a specific collection of data points organized by rows and columns.

Salesforce changes the terminology a little bit. Tables in Salesforce are called Objects.

Within the table/object, we have rows and columns. Each row is referred to as a record. Every record contains individual data points that make up the sum of that record

The columns contain a range of data specific to the column name. Salesforce calls columns fields.

In this way you can relate database to salesforce object.

Moreover.

what you see on the Accounts Tab, on the Leads Tab, on the Contacts tab etc. are in fact records that reside in the Database. And back at the Database Layer, you will have tables named Contact, Lead, and Account and so on. In fact when we create a Custom Object in Force.com, a Table is actually created at the Database Layer and when we add new Custom Fields in fact new Columns are added to the Table that you just created.

But remember we do not have any direct access to it and the Salesforce UI is what we have at our disposal to create New Records into the Table, modify the Table by adding New Columns(aka Custom Fields) and so on.

Hope this may help you:

Thanks

 

[Saurabh]

Hi Manpreet ,

Account and contact behaves as master detail in business logics but on UI it is a lookup relationship. Let me explain you a bit more.

You can create a contact without filling account i.e it shows that there is a lookup relationship between account and contact.

If you have created a contact with account and you delete that account then contact will be deleted, this shows that it is in Master-Detail relationship. This is a standard behavior.

So we can say it in both ways, but it documentation it is a lookup relationship.

If you see the field definition, opportunity to account is a lookup field.
But in terms of business logic it behaves as Master-Detail one ....

e.g. you can create Rollup summary field in account, if an account is deleted then related opportunity will be deleted.

But in UI terms it behaves as lookup like its not mandatory to associate account on opportunity record.

It is standard behaviour in salesforce.

They are a unique category of fields commonly referred to as standard lookup fields. Unlike custom lookup fields, they generally have the "cascade deletion" property set to true, and unlike custom master-detail fields, they may have the "always required" property set to false. Also, these fields can restrict deletion of accounts when certain conditions are met.

It looks as a lookup relation but in back-end their properties are matched to master-detail relationship as I have mentioned above they have some special properties enabled to give it somewhat similar properties of master-detail but not completely it is a master-detail relation.

Hope this may solve your query:

Thanks.

 

 

[Saurabh]

Hi Suraj,

If you want to add new Connected App search "apps" in quick search box then click apps

In apps you will see new button in connected apps related list.

Hope this will solve your Problem.

[Saurabh]

Hi Manpreet,

In Layman's terms

You can understand Multitenancy is a bit like renting office space in an office building. You get your own dedicated space, but you share resources for things like power and water, and someone else takes care of all the building maintenance for you. For example, if the elevator needs maintenance, the building owner handles it for you.

So the advantage of a multitenant cloud is  that all of our customers, from small businesses to enterprise companies, are on the same code-base and all get the benefits of the same features, functionality.

In technical terms

You can understand Multi-tenancy is an architecture in which a single instance of a software application serves multiple customers. Each customer is called a tenant. Tenants may be given the ability to customize some parts of the application, such as color of the user interface (UI) or business rules, but they cannot customize the application's code.

Multi-tenancy can be economical because software development and maintenance costs are shared. It can be contrasted with single-tenancy, an architecture in which each customer has their own software instance and may be given access to code. With a multi-tenancy architecture, the provider only has to make updates once. With a single-tenancy architecture, the provider has to touch multiple instances of the software in order to make updates.

Hope this may help you:

Thanks

 

[Saurabh]

Hi Suraj,

Metadata literally means data about data. There are different types of metadata, but when it comes to our scalable, metadata platform, we’re talking about the structure of your Salesforce org

Most applications manipulate data, which is often stored in a database. Typically this data is information such as Account details or Contact information. However, you can consider the source code for the application itself as data that provides the information on how your application looks, feels, and functions. You can refer to this information as metadata.

Where as Data is a collection of facts, such as numbers, words, measurements, observations or even just descriptions of things.

In software programming, if you create a class and save its instances to a database, that would be called persisting DATA

The members of the class and their datatypes would be called metadata.

Hoping this information may help you:

Thanks

[Saurabh]

Hi Manpreet,

You are not able to edit any field is because your inline editing functionality may be unchecked so you need to tick that checkbox.

you can navigate to that by following this path.

Clickpath: Setup > Customize > User Interface

there the 6th checkbox:

you can see that it is unchecked that is why you are not able to edit fields. so check it.

Now you can go to your detail page of object record where you can see that you are getting a pencil type cursor for edition.

Hope this will help you

thanks

 

 

[Saurabh]

Hi Suraj,

For creating custom listview you need to proceed in such a way that is given below:

Click Create New View at the top of any list page or in the Views section of any tab home page.

Note
If you don’t see Create New View, you don’t have the “Create and Customize List Views” permission. Contact your Salesforce admin to request it.

• Enter the view name to display in the views drop-down list.
• Enter a unique view name. The API and managed packages use this unique name.
• Specify your filter criteria. If you want more filter fields, click Add Filter Logic... and then Add Row. You can have up to 10 fields in your filter criteria.
• Select the fields you want to display on the list view.The default fields are automatically selected. From the fields that are in your page layout, you can display up to 15 different fields in your view.
• When you select a long text area field, the list view displays up to 255 characters.
• Click Save.

The view appears in the View drop-down list so you can access it later.

hope this will help you:

Thanks

[Saurabh]

Hi J,

Can you post screenshots of the reports that you're using and create a mock-up of what you want the dashboard to look like and post that?

 

#There are few points that may help you:-

#Several kinds of settings affect your access to events and tasks owned by others in your Salesforce org.

#Role
You have access to view and edit your own activities plus activities assigned to people below you in the role hierarchy of your Salesforce org.
#Permissions
People with the “View All Data” permission can view all activities.
#Sharing Model
When the activity sharing model is “Controlled By Parent,” people with “View All” permission for the type of object on the related record can view the activity.
*Important
Suppose you relate one or more contacts to an activity that other people can view. Those people can view the activity along with the name, account name, and title of each contact you relate to the activity—regardless of whether they can otherwise view that information.
An event with the Private checkbox selected is accessible only by the person assigned to the event.
Example
You can view an activity when one of the following applies:You’re assigned to the activity
You’re above the user assigned to the activity in the role hierarchy
You have at least read access to the record to which the activity is related
You have the “View All Data” permission
You have the “View All” object-level permission for at least one contact and the related opportunity, account or case, and Shared Activities is enabled
You have the “View All” object-level permission for the related opportunity or account, where the sharing model applied to the record is “Controlled By Parent”, and Shared Activities isn’t enabled
You can edit or delete an activity (in Salesforce Classic only) when the following applies:You have the “Edit Tasks” and “Edit Events” permissionsAND
You’re assigned to the activity, or
You’re above the user assigned to the activity in the role hierarchy, or
You have the “Modify All” object-level permission in the related record, where the record’s sharing model is “Controlled By Parent.” (with Shared Activities enabled, you need the “Modify All” object-level permission for at least one contact and the related record), or
You have the “Modify All Data” permission.

Hoping this may help you:

Thanks

[Saurabh]

Hi Pranav,

It de-dupes by Email Address, not Subscriber Key. So if you have the same email address with multiple Subscriber Keys, it'll pick one and skip the others.

There are also AppExchange applications that may help you. You can go to http://appexchange.salesforce.com/ and search for duplicate email or dedupe or de-dupe or other search terms to find apps that may assist you with preventing duplicate records.

Hoping this will help you:

Thanks.