Delete old or outdated info, validate necessary custom fields, and standardize formats. Define roles and permissions To keep your data as secure as possible, determine access levels by role and make assignments.
Another great question has been asked to ourSalesforce developers. The question was “how do I use bucket fields in my Salesforce reports?” Bucketing lets you quickly categorize report records without creating a formula or a custom field within Salesforce.When you create a bucket field, you ...
Another reason to comprehensively replicate Salesforce data is that the data set provides calculated values in formula fields, but the underlying calculations are not carried over when you replicate the data, and the fields will not update to reflect changes to the underlying data. In order to fa...
When your new report opens up, you'll see a skeleton with no data. In the left panel, there's an Outline tab where you can add or delete the fields that will become columns. For a Leads report, by default, this includes things like first name, title, and lead source. To simplify,...
This applies to Mule 4, Anypoint Studio 7.x Salesforce Connector Replay Channel can subscribe to Salesforce Change Data Capture, in order to receive any data change on Salesforce. For example, Account record creation, update, delete, or for any other Salesforce objects. This article explains...
You can delete a custom field that, you’ve added (which means it’s not one of the built-in custom fields), is not currently used in other parts of your account (e.g. custom filters, forms, workflows). If it is, you’ll need to remove all the dependencies first. To delete a ...
Salesforce Junction objects are used to model many-to-many relationships between two objects. Learn why it was created and the steps to create one.
Designate “virtual office hours” with an open door policy as a safe space for employees to speak with you. Take this opportunity to develop a wellbeing strategy. Use Salesforce’s five pillars of wellbeing to start: nourish, revive, move, thrive, and prosper. Provide wellness resources, ...
This is my first (and possibly only) project in Excel. All of my information fits on one page. Apparently, I managed to create 3,277 extra empty pages. How can I delete them? Thank you After selecting all, Ctrl+Click on the sheets you want to keep to unselect them. ...
In case you wonder, to make the connection first search for the Salesforce connector in the data sources list: After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields: There just ...