Convert SOQL result Date/Time field to Excel
SimplySfdc
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4d ago
Sample: SELECT Id, CreatedDate FROM AccountResult of CreatedDate: 2024-08-14T14:48:05.000+0000To Convert into Excel as Date/Time format:Formula =VALUE(SUBSTITUTE(LEFT(A2, 19), "T", " "))Format Cells... (or Ctrl+1) for the above formula cell, select Custom, and Type: yyyy-mm-dd hh:mm:ssDone&nbsp ..read more
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Image Upload on Salesforce: The Capabilities and Limitations
SimplySfdc
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2M ago
Are you already using images on Salesforce? If not, you should be, as making your Salesforce more visual has benefits that exceed simple time saving and productivity increases. Image usage can empower your end users to do their jobs in the most effective way possible.Here's how you can upload images natively in Salesforce:1. Uploading files through standard buttons (and in Flows)The standard ..read more
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Navigating Salesforce's Governor Limits (Part-1)
SimplySfdc
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6M ago
How to Manage Governor Limits in Salesforce: Key Challenges and Best PracticesThis is the continuation of Part 1, a guest blog post by Dorian Sabitov.Governor Limits are crucial for keeping Salesforce's multi-tenant environment running smoothly and efficiently. However, they can also present significant challenges for developers, especially when building complex applications or scaling ..read more
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Navigating Salesforce's Governor Limits (Part-1)
SimplySfdc
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7M ago
I assume many of us have at least once encountered this type of error or a similar one: ‘DeleteCaseTrigger: System. LimitException: Too many query rows: 50001’. This error means that you have just hit the Salesforce Governor limits in your Salesforce org. These limits are key to Salesforce development, ensuring the platform stays efficient and reliable even with many users accessing it at ..read more
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CRM Analytics: Recipe and Dataflow case sensitive
SimplySfdc
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9M ago
Key in join node in CRM Analytics is case-sensitive, sample:The same applies to the augment node in the dataflow; the key is case-sensitive too, sample: &nbsp ..read more
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Salesforce: Custom Object without Tab
SimplySfdc
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10M ago
It's easy to create a custom tab to create a new record of an object from UI; however, in some scenarios, we (admin) are not supposed to create a custom tab, so how to enter new data from the UI, or to see data created (I know we can use report if that object is enabled for reporting) in UI.Create a New Recordhttps://domainname.lightning.force.com/lightning/o/objectname__c/newView Record in the ..read more
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CRM Analytics: Recipe syntax
SimplySfdc
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10M ago
Every computer language has its own syntax, the same with query language or formula. Here are the samples of SAQL that are used in Dataflow. Since CRM Analytics is moving with Recipe, here are samples of the formula syntax in the Recipe:String - use '', e.g., 'Singapore'Field name - use "", e.g., "Account.Id", optional if the field name does not contain dot(s)Field with blank value -&nbsp ..read more
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Salesforce: Public Read/Write Access
SimplySfdc
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10M ago
What does Public Read/Write access mean for a user? This means all users can view and edit all records for that object, but only when the user has permission to access the object (minimum read access). The object permission can be set in Profile or Permission Set assigned to the user.For example, if Tom is the owner of Trident Inc.'s record, all users can view and edit it ..read more
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Salesforce: Finding Child Objects
SimplySfdc
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10M ago
As a Salesforce admin, seeing the parent objects of an object is easy; just go to the Object Manager, look in Fields & Relationships, and look for fields with type = Lookup or Master-Detail.However, the other way around, looking for child objects from an object is not straightforward; developers can use getChildSObject(). Here is a way to find child objects, which is using ..read more
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CRM Analytics: Sync Widget to other Layouts
SimplySfdc
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1y ago
In the previous blog, we shared that you can manually add widgets that have been added in other layouts. Since then, CRM Analytics has a new feature to enable sync between layouts, which means that when you add a new widget, it will be added to other existing layouts automatically. The same when you delete widgets from a layout; it will be deleted in other layouts too.Click Manage Layouts&nbsp ..read more
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