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Once you understand the health of your organization’s data, it’s time to take action. It’s likely that things are OK; maybe good, but definitely not great. It’s likely your organization could benefit from a data cleanse.
Do you want the bad news first?
The bad news is that “dirty data” means you’ll actually have to do the dirty work of manually cleaning up duplicate, inaccurate, or missing data.
The good news?
Salesforce has made it easy to remove and improve data with a few simple tools.
1. Remove it
Duplicate data can easily take on a life of its own. However, merging duplicate records is key to an effective data cleanup process.
Duplicate Check for Salesforce is a free tool that finds duplicates, prevents duplicate records, and merges duplicate data.
Cloudingo is a tool that not only allows you to deduplicate records, but also allows you to update records in bulk with customized rules, delete inactive or stale records, and schedule automated cleanup.
While removing duplicate data from Salesforce, also take the time to assess if the record is actually valuable. Has it been inactive for over a year? Has the record gone stale? If so, don’t be afraid to remove it.
2. Improve it
Once data has been properly removed or merged, assess what’s left and determine how to enrich it with the most accurate, up-to-date information.
Data.com Clean is a tool not only allows you to understand the quality of your data, but it provides access to data from trusted sources so you can fill in the blanks quickly. Likewise, contact and business profiles are updated with the latest and greatest data, improving overall data accuracy. An added bonus — customer research and insights are also available to build stronger customer relationships and richer pipelines.
If you wish to take the scenic route, another option is to simply reach out to customers. However, be strategic about it. Generate a report of records that contain null values for a field in which you’d like to collect data for. Based on this report, you’ll now have a list of contacts to target for a marketing or sales campaign. While this is an effective way to collect missing data, it’s also a great opportunity to reconnect with stale accounts. -
Yes, you can edit an apex trigger,apex class in production environment in Salesforce. But It is not advisable to do this.
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From Setup, enter Profiles in the Quick Find box, then select Profiles.
Select a profile.
Click View Assignment next to any tab name in the Page Layouts section.
Click Edit Assignment.
Use the table to specify the page layout for each profile. If your organization uses record types, a matrix displays a page layout selector for each profile and record type.
Selected page layout assignments are highlighted.
Page layout assignments you change are italicized until you save your changes.
If necessary, select another page layout from the Page Layout To Use drop-down list and repeat the previous step for the new page layout.
Click Save. -
"Difference between Database.QueryLocator() and Iterable in BatchApex?" - The answer depends on your need, if you want to run a batch on records that can be filtered by SOQL then QueryLocator is preferable, but if records that you want to be processed by batch cannot be filtered by SOQL then you will have to use Iterable. But most of the cases it will be achieved by query locator, so query locator is preferable so just try with it if you scope is complex and can not be achieved by SOQL then go with Iterable.
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Identity, system, and name fields are standard on every object in Salesforce. Each standard object also comes with a set of prebuilt, standard fields known as Salesforce Standard Fields .
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TOP 5 ADVANTAGES OF USING SALESFORCE CRM:
1) Ease of Use – It stands to reason that one of the single most important elements of any service is its ease of use, this is particularly true considering that Salesforce CRM is targeted to a broad range of companies and business, many of whom may not have a background in tech and software.
2) Excellent Functionality – Salesforce delivers with an outstanding system of integration and functionality. The CRM provides the backbone service needed to allow easy data collaboration between multiple departments, centralized customer information, an array of reports and statistical options, and the ability to run on any browser, tablet, desktop, or mobile device.
3) Flexibility and Customization – Salesforce has broad applicability for a wide range of different companies and businesses. The key to this successful approach is in its flexibility and customization potential. Salesforce integrates well with a host of different business models because it is able to provide report and analytics that are tailored to the specific needs of its users.
4) Outstanding User Resources – In order to provide its hallmark ease of use, as well as to educate its customers on the excellent functionality, flexibility, and customization options that it offers, Salesforce has invested an incredible amount of time, money, and innovation in providing users with an outstanding array of resources. Salesforce offers educational and informative blogs and article posts, it routinely does educational webinars, hosts its own YouTube channel complete with videos covering a full spectrum of topics, and it also publishes a thoroughly comprehensive web-accessible user guide.
5) The AppExchange – It is fair to say that apps have exploded in a big way all over the public consciousness in recent years. Nowadays many times the first thing that people do when they want to accomplish something digitally is to check and see if “there is an app for that.” The answer is that with Salesforce’s AppExchange there probably is. This marketplace of easy to access, download, and install apps provides users with even more resources, options, and expanded functionality. -
An escalation rule automatically reroutes a case and can notify a user if the case remains open after a certain period of time has passed. With an escalation rule, you can:
Choose to escalate a case to a queue or to another user.
Configure the rule to automatically notify a user. -
Auto-response rules let you automatically send email responses to lead or case submissions based on the record’s attributes. For example, you can send an automatic reply to customers to let them know someone at your company received their inquiry.
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There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report.
FORMAT DESCRIPTION
Tabular Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
Summary Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
Matrix
Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
Joined
Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
Joined reports are available only in Enterprise, Performance, Unlimited, and Developer Editions. -
Custom report types give you access to custom objects in Salesforce, or custom views of standard objects (like Opportunities), which your administrator configures. For example, your administrator can create a custom report type which gives access to Opportunities, plus related fields from Products. With that custom report type, you can easily report on Opportunities for a given product.
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Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
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The permission set is always used to extend the features beyond to profile level in salesforce. If user has permission on profile so you can't remove the access for that using permission set.
Here if you want to prevent user from move back to lightning to classic then go to Lightning >Switch Users to Lightning Experience > there you can Control which users automatically move to the new interface and which remain in Salesforce Classic.
Second, If you want to restrict the behaviour for a user ,then disable at profile and do not assign any permission set that provides access to the lightning experience while assign permission set to users needing the functionality -
1. Go to:
Salesforce Classic: Click Setup | Create | Workflow & Approvals | Process Builder | New
Lightning Experience: Click on the Gear Cog icon | Process Automation | Process Builder | New2. The process starts when: A record changes | Save.
3. Click Add Object.
4. Select Object: Opportunity.
5. Start the Process: When a record is created.
6. Criteria: No criteria—just execute the actions!
Note: If you have multiple record types for opportunities, and you wish to add different products for different opportunities record types, then use the criteria:
[Opportunity].RecordTypeID Equals ID <18-digit record type ID>
The 18 digit record type ID can be found by navigating to:
1. Gear icon | Setup | Object Manager | (object) | Record Type
2. Click on the record type that you want to be added on the criteriaSample URL: https://ap15.lightning.force.com/lightning/setup/ObjectManager/Account/RecordTypes/0122v000001v0u5AAA/view
(What you're looking for is the bold text)
Note: The 18 digit record type ID can be found on the address link above and is only available in Lightning Experience.
7. Click Add Action.
8. Click Action Type: Update Records | Record: Select the Opportunity record that started your process.
Criteria for Updating Records: No criteria—just update the records.
9. Select an Existing price book: Field: Price Book ID Type: ID Value: <Price Book ID>
10. Save and add a New Action.
11. Click Action Type: Create a Records | Record Type: Opportunity Product.
Set the following Field Values:
a) Field: Opportunity ID Type: Field Reference Value: [Opportunity].Id
b) Field: Product ID Type: ID Value: <Product ID>
c) Field: Total Price Type: Currency Value: <amount>
12. Repeat steps 10 and 11 to add more Products.
a) Process will fail if the user tries to add a product that has already been archived
13. Activate Process -
Opportunity
Opportunity object stores data of potential sales and pending sales.
One opportunity can only have one pricebook.
One opportunity can contain one or many line items.
Pricebook
Pricebook object store a list of products and services for sale.
A pricebook can be used in one or more different opportunities.
A pricebook has one or more different price entries. -
By using Salesforce’s Email Relay functionality. Email relay automatically routes Salesforce-generated emails through your company’s mail service. An email relay uses an email server to send emails that originated somewhere else.Email Relay Setup: 1. For being able to use ‘Email Relay Action’ in Salesforce, the System Administrator has to perform the following steps: Create a Support case with Salesforce Customer support to enable Email Relay in your organization. In the case details, provide the following information:
The organization ID for which you want the feature enabled.
The text: ‘Allow Email Relay Enablement.’
Note: System Administrator needs to perform this step only once. To check if the feature is enabled in your org or not, search for “Email Relay Activation” in setup. If you can see it, it is already enabled.
From setup, enter Email Relays in the Quick Find box and select Email Relays.
Select Create Email Relays. The following setting needs to be configured:
Enable SMTP Auth
Host
Password
Port
TLS Setting
Username
Save the page and set up the Email domain Filter by searching Email Domain Filters in the Quick Find box in the setup.
Select “Create Email Domain Filters”. Configure the following settings:
Sender Domain
Recipient Domain
Email Relay
Housekeeping steps for successfully setting up Email Relay
Setting correct Deliverability settings and email relay so as to prevent modification of envelope From address of the email sent and the return-path. Any change in the email headers affects email delivery to the email server. The following 2 settings in the email deliverability must be disabled:
a) Turn OFF “Activate Bounce Management” b) Turn OFF “Enable compliance with standard email security mechanisms”
How to Secure Email Relay:
Have your email relay whitelist only the IPs you want to relay mail for (ours and any others)
Only relay mail that is sent using your mail domain
Enforce TLS (optionally set it to TLS required or required and verify the hostname on the certificate)
Have your relay verify the hostname on our certificate
Look for a header – X-SFDC-LK and ensure that it has your Org ID in it. Only relay mail from salesforce if it has the proper Org ID
Use DKIM signing in salesforce and only relay mail if the DKIM signature passes
Advantages of Email Relay
Apply existing content filters to scan messages for data and content not approved for company email.
Route all email through your own email servers to avoid the appearance of ’email spoofing’ forgeries.
Store copies of all email as required by government regulations in various industries.
Run outbound email through antivirus software before sending it to customers.
Automatically add data, such as company-wide disclaimers, at the bottom of email messages. -
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. For example, you want to display the sum of invoice amounts for all related invoice custom object records in an account’s Invoices related list. You can display this total in a custom account field called Total Invoice Amount.
You can perform different types of calculations with a roll-up summary field. You can count the number of detail records related to a master record. Or, you can calculate the sum, minimum value, or maximum value of a field in the detail records.
Before you begin creating roll-up summary fields for your organization, review the implementation tips and best practices. -
External objects support standard lookup relationships, which use the 18-character Salesforce record IDs to associate related records with each other. However, data that’s stored outside your Salesforce org often doesn’t contain those record IDs. Therefore, two special types of lookup relationships are available for external objects: external lookups and indirect lookups.
External lookups and indirect lookups compare a specific field’s values on the parent object to the relationship field’s values on the child object. When values match, the records are related to each other.
To create an external object relationship, create a custom field on the child object with one of the following field types. If the child is an external object, you can instead change the field type of an existing custom field to one of the following.
Lookup Relationship
External Lookup Relationship
Indirect Lookup Relationship -
There's no difference between public and protected custom settings in an unmanaged package scenario. Anyone with Customize Application can modify the values of the custom settings.
For a managed package, protected completely hides the values from the subscriber. This includes Apex Code, validation rules, workflow rules, flows, Visualforce pages, triggers, custom buttons and links, and any other place you might be able to access custom settings normally.
The usual case for using protected custom settings is to provide a data store that administrators cannot modify. Passwords, encryption keys, license settings, and other things that you simply do not want to allow administrators to modify should be placed in protected custom settings. This includes settings that can be "messed up" if not modified in a controlled manner.
Public custom settings allow administrators to view and modify values, as well as allow them to create code that can manipulate those values. Use public custom settings for things like "user preferences" or other non-sensitive data that isn't vital to your application's operation. -
As we know, Apex runs in multi-tenant environment, i.e., a single resource is shared by all the customers and organizations. So, it is necessary to make sure that no one monopolizes the resources and hence Salesforce.com has created the set of limits which governs and limits the code execution. Whenever any of the governor limits are crossed, it will throw error and will halt the execution of program.
From a Developer's perspective, it is important to ensure that our code should be scalable and should not hit the limits.
All these limits are applied on per transaction basis. A single trigger execution is one transaction. -
SELECT ValidationName, Active, EntityDefinition.DeveloperName FROM ValidationRule
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We can add maximum of 20 components (reports) in a dashboard.
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setTargetObjectId(targetObjectId) is used while sending email from Apex code using SingleEmailMessage.
Required if using a template, optional otherwise. The ID of the contact, lead, or user to which the email will be sent. The ID you specify sets the context and ensures that merge fields in the template contain the correct data. -
Character limit—Formula fields can contain up to 3,900 characters, including spaces, return characters, and comments. If your formula needs more characters, create separate formula fields and reference them in another formula field.
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Enterprise WSDL:
a) The Enterprise WSDL is strongly typed.
b) The Enterprise WSDL is tied (bound) to a specific configuration of Salesforce
c) The Enterprise WSDL changes if modifications (e.g custom fields or custom objects) are made to an organization’s Salesforce configuration.Partner WSDL:
a) The Partner WSDL is loosely typed.
b) The Partner WSDL can be used to reflect against/interrogate any configuration of Salesforce
c) The Partner WSDL is static, and hence does not change if modifications are made to an organization’s Salesforce configuration.