SFDC GUI

72 comments:

  1. Record types allow you to show different picklist values and page layouts to different users based on their profiles.

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    Replies
    1. Hi Srinu

      Can you please send me 201 admin SFDC bits.I am planning to write nov1st week
      my email:bharathipbk@gmil.com
      Thanks

      Delete
  2. How Large Can A Formula Be?
    http://www.crmverse.com/four-solutions-to-salesforce-com-too-big-to-execute-formula-error/

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  3. Opportunity line item is the junction object for both product and opportunity, returl is used to return to the same page.

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  4. To retrieve the Standard field Owner information
    ------------------------------------------------
    account.owner.firstname

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  5. While filtering dataloader date should be of format: 2012-09-01 (yyyy-mm-dd)

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  6. what is the difference between 15 digit id and 18 digit id? how to convert 18 digit id to 15 digit id?

    thanks in advance

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    Replies
    1. 15 digit is case-sensitive visible through UI and 18 digit is case-insensitive which is the API version.

      Any way through user interface you can see 15 digit id you need to retrieve 18 digit id from 15 digit for most of the business cases.

      We can covert using programmatic approach or using formula, Please refer following link

      http://www.srinusfdc.com/2012/11/difference-between-15-digit-id-and-18.html

      Delete
  7. Calling .exe file from local drive in salesforce:
    ---------------------------------------
    Java Script Code:
    MyObject = new ActiveXObject( "WScript.Shell" )
    RunNotePad();
    function RunNotePad()
    {
    MyObject.Run("notepad.exe") ;
    }
    ------------------
    Paste above code by creating custom button, javascript
    -------------------------
    http://ap1.salesforce.com/help/doc/en/mailmerge_install.htm
    -------------------------
    Follow the above link to change the settings of the browser to work above script

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  8. INCASE OF FORMULA FIELD:
    ------------------------
    CASESAFEID(id)
    Converts a 15-character ID into a case insensitive 18-character ID

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  9. Vfpages option display in page layout:
    Incase of standard controller for vf page only

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  10. To refresh the sandbox:
    ---------------------------
    * In production beside sandbox, we can find refresh option
    - In case of full copy sandbox it refresh schema as well as data.
    - In case of dev sandbox it refresh only schema, it won't reflect data.

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  11. Using Custom Labels in salesforce:
    ----------------------------------
    http://cloudisfuture.blogspot.in/2012/10/how-to-play-with-custom-labels-in_5.html

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  12. * For Summary and Matrix we can add up to 2000 Groups.
    * For Summary and Matrix, It will accept 4 Lakhs of records.
    * Join Reports accept up to 56 Objects to join.

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  13. Differences between Self-Service and Customer Portals:
    ------------------------------------------------------
    was the ability to expose custom objects (not available in Self-Service)

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  14. Excluding weekends in validation salesforce:
    https://success.salesforce.com/answers?id=90630000000gz7IAAQ

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  15. Inserting User Records into a Public Group using Data Loader:
    http://help.salesforce.com/apex/HTViewSolution?id=000004831&language=en_US

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  16. Updating a field to blank using data loader:
    Setting>check for insert null values
    http://help.salesforce.com/apex/HTViewSolution?id=000005442&language=en_US

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  17. To count based on a field in salesforce:
    select count(field name) from sObject where field name = 'value'

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  18. Recruiting App:
    http://www.google.co.in/url?sa=t&rct=j&q=&esrc=s&source=web&cd=5&ved=0CEkQFjAE&url=http%3A%2F%2Fwww.4shared.com%2Foffice%2FOULHg6dV%2FRecruiting_App_workbook.htm&ei=1zTaUuTSI4SJrQfO_IH4Bg&usg=AFQjCNG2AvSXxzGckajiK1Uk3k824iMAxA&bvm=bv.59568121,d.bmk&cad=rja

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  19. Whenever a queue created a list view will be created (for bulk records also)

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  20. http://bulkified.com/Certifications/

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  21. Child, Master 1, Master2
    - If we delete Master1 record ,master record store in recycle bin we can undelete both master then both master and child records can undelete
    - If we delete both Mater1 and Master2 then only master records store in recyclebin , if we restore the values will come to master object not possible to get child records.

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  22. To see salsforce mobile version of app in browser:
    Salesforce URL/one/one.app

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  23. If it is a custom master-detail relationship, you cannot specify an owner on the child record at all; the owner of the parent is automatically the owner of the children.

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  24. SaveURL: upon saving a record from standard page, based on url of save url we can make the page to go to other page, that saved record id will be appended for the newly directed url.

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  25. http://sfdcgurukul.blogspot.in/

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  26. Grant Access using Hierarchies:
    - if 'Grant Access using hierarchies' option is enabled then if a user who belongs to H1 hierarchy share a record with the user who belongs to hierarchy H3 who reports to hierarchy H2 then H2 hierarchy user can see the record even though he/she does not have direct access.
    - if 'Grant Access using hierarchies' option is disabled then if a user who belongs to H1 hierarchy share a record with the user who belongs to hierarchy H3 who reports to hierarchy H2 then H2 hierarchy user can not see the record.

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  27. http://www.way2blogging.org - for syntax highlighter

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  28. http://www.way2blogging.org/2011/03/how-to-add-syntax-highlighterv3-to.html

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    Replies
    1. Syntax Highlighter installation for the blog

      Delete
  29. In Case of junction object for one parent object owd to private and for other owd to public read/write it take the most restrictive one.

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  30. External IDs limit : 3 fields we can make external id data type

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  31. Creating Free Sandbox in Salesforce:
    https://www.salesforce.com/form/signup/freeforce-platform.jsp

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  32. It is not possible to take the backup of Approval Process in Eclipse.

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  33. Hard delete will be enabled if we enable bulk API

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  34. Enforcing Record Name Uniqueness in Salesforce without Apex:
    http://frombelvideres4thfloor.blogspot.in/2010/12/enforcing-record-name-uniqueness-in.html

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  35. Inserting duplicate records with upsert, what will happen?
    https://help.salesforce.com/apex/HTViewSolution?id=000004847&language=en_US

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  36. is it possible to insert set collection in database?

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  37. cannot hide 'make public'(Which can be useful only if we have partner portal and customer portal) link for the case comment, it has been posted in ideas.

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  38. User is not able to log in through browser but he is able to log in through data loader.

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    Replies
    1. Enable API user in profile-level

      Delete
  39. For Object A OWD is 'Private', User who is below in role hierarchy is creating a record for Object A then after the creation, through trigger it is updating the owner to a user who is above in hierarchy then user will see insufficient privileges message because record owner is above in hierarchy.

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  40. If we replace the image for the document, if user already visited the record to the alert then user should clear the browser cache then only he can see the updated image, see the below link –
    https://success.salesforce.com/answers?id=90630000000h3e4AAA

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  41. How to check for uniqueness if we combine two field values?

    Create a unique field and update the field from workflow rule (use formula to update), after the update again all the system validations will be performed so error will display.

    Note: Unique fields will be count against limit of 3 external ids per object.

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  42. updating created date by passing the date in salesforce

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    Replies
    1. It is possible, but you should talk to your System Administrator about the volume of records that you wish to update. This is only possible by submitting a case to Salesforce and requesting the "Create Audit Fields" permission. Then your system admin will take the records you want to update and change the created dates using the Data Loader.

      It is not a simple process, so if this is a "nice to have" and not a "need to have", it would be best to not worry about it.
      source: https://success.salesforce.com/answers?id=90630000000gwOwAAI

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  43. Once we create the record while updating the record we cannot change the master-detail value to other.
    To change in the mater-detail field field edit page we should enable:
    Enable Allow reparenting checkbox, Child records can be reparented to other parent records after they are created

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  44. In case of field dependency we cannot modify the dependent field in enhanced list views

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  45. If the logo present for the app then we cannot capture that in eclipse

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  46. Resume Preparation:
    http://www.myperfectresume.com

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  47. V-Look Up Steps -
    1. Sheet1 (Search for the values in this Sheet)
    2. Whatever the column you want to compare keep that as a first column.
    3. Sheet2(Fetch the values to this sheet)
    4. Create a V-Look UP function in one of the column at the first row.
    5. First, select the cell position which you want to search.
    6. Second, select the sheet and the area of the sheet where you want to search the value.
    Note: searched column should be first column.
    7. Third, from the selected area give the column number which you want to display.
    Example: 3 like that.
    8. Fourth, select value as FALSE for the exact match.

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    Replies
    1. After fetching values to a column to v-look-up then copy that column and paste in some other column and select destination format as number.

      Delete
  48. value not of required type: data loader
    1. Logged into data Loader.
    2. Exported id and checkbox fields data.
    3. modified checkbox to picklist by adding few values.
    4. Again clicked on Update operation of the data loader and try to update the modified field to other than true or false.
    5. All records failed with error: value not of required type*

    Resolution:
    Logged out from data loader and logged in again.
    Note: Whenever we do configuration changes we should log out and log in for the data loader.

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  49. Send Test and Verify Merge Fields in Email Template:
    If the object is not displaying in the Related To Record, Enable Allow Activities option for the object which you want to display.

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  50. From the API version 32.0, we can capture the approval process in Eclipse (previously it is not possible).

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  51. Dynamic List View:
    Controlling the visibility of the records based on the current logged in user.

    Create a hierarchy custom settings and add the users after that create a formula field (can refer hierarchy custom settings) in the object which stores either true or false. Utilize this field in the list view.

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  52. To get back to the old profile view -
    Go to User Interface > Enable Enhanced Profile User Interface un check this.

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  53. If we have field dependency between the fields and if you delete one of the field it won't show any dependency.

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  54. Under 'My Domain' we can create a custom domain and apply for the entire organization.
    Note: If it is not available we cannot create a custom domain.

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  55. In case of Master-Detail relationship if the child record is inserted or updated then it will update the parent object records.

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  56. Outbound Message Authentication -
    https://developer.salesforce.com/forums/?id=906F00000008zQWIAY

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  57. Object: Contact
    OWD: Public Read/Write
    Profile: ABC (Permissions: CRED)
    Problem: Not able to see the records by ABC.
    Solution: Contacts should be associated with the Account then only
    ABC profile user can see the contacts.

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  58. If we delete a record, we enter a duplicate uniquerecord. but while undeleting it will give the error.

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  59. Sending report to external users (contacts) -
    https://reportbuilder.cloud4j.com/

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  60. Identifying the Custom Domain server name -
    http://trust.salesforce.com/trust/domainLookupLaunch/

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  61. 1. User object will be associated with a contact in salsforce.
    2. User object will be associated with a contact only if the user type is customer user.

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  62. Username and Password Bookmark -
    https://login.salesforce.com/?un=username&pw=password

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  63. Permissions -
    If 'Modify All Data' enabled then automatically for all the objects permissions will be enabled.
    If any permission is disabled for an object then 'Modify All Data' will be disabled automatically.

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