After deciding on the object and layout(s) you want to analyze, two spreadsheets will be created to highlight the fields used and not used on layouts, as well as various details about each of them: picklist values (if relevant), API Names, if the field is required or not, etc. This...
操作结果是“成功”的，但当我查看Salesforce 中的Account记录时，Number of Employees 字段仍然是空白的：通过始终根据字段类型检查数据来避免这些情况。确保日期遵循正确的格式，并且文本/数字字段不包含任何不允许的字符。另一个在选项列表中特别常见的错误是 “bad value for restricted picklist field”。当您尝试导...
我知道有些人采取了简单的方法,即取消选中他们的选项列表字段上的“将选项列表限制为值集中定义的值”设置,以便更新操作顺利进行。我不建议取消对 picklist 字段的限制,因为这将允许其他数据输入,从长远来看可能会导致数据混乱。 这首先消除了使用选项列表字段的感觉!除非您真的希望选项列表是可编辑的,并且您的用户能...
另一个在选项列表中特别常见的错误是 “bad value for restricted picklist field”。当您尝试导入到选项列表字段的值不是该字段的选项列表值之一时,会发生这种情况。下面是一个简单的示例: 在我的组织中,有一个名为 “Account Status ”的自定义选项列表字段,它有四个值:Customer、Equipment Only 、Permanent Clo...
除了标准字段外,还可以添加一个字段,以根据组织的需要自定义Salesforce。(A field that can be added in addition to the standard fields to customize Salesforce for your organization’s needs.) 自定义对象(Custom Object) 自定义记录,使你可以存储组织专有的信息。(Custom records that allow you to store...
List Validation: Limit data entry to a predefined list of options (e.g., a picklist). Date Validation: Ensure that users enter valid dates within a specific range. Text Length Validation: Set character length limits for text fields, such as account names or phone numbers. ...
(Related list that displays competitor names, strengths, and weaknesses entered for a specific opportunity.)在你努力成交交易时,竞争者字段可以帮你更好的跟踪竞争对手。 Office连接器(Connect for Office) 可将Salesforce 与 Microsoft® Word 和 Excel 集成在一起的产品。 Product that integrates Salesforce...
6. Now, select the “Save & Activate” button. This will save the integration scenario and create all required APEX classes and structures in the background. Finally, we have integrated our Salesforce org with SAP to get a list of invoices without writing one line of code or leaving Sales...
Export Data in Excel using LWC and SheetJS to download Lead info with formatted Mobile and Email fields in bold red. Quick and easy setup for Salesforce Apex Best Practices to Avoid Hardcoding in Apex for Cleaner Salesforce Code ByDhanik Lal SahniOctober 18, 20240 ...
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