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

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

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

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

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

Because Google Analytics changed recently, and the changes need to be setup correctly for the blog. However, I just realized something was wrong in early December 2023, so the traffic data captured is only for 4-31 December 2023, so some of the statistics will be ignored.New Page 2023 2022 2021 change* Total New Page 21 37 50 -43.24% * compare 2023 to 2022 Channel Source 2023 2022 2021 1 ..read more

Search is one of the most use functions in Salesforce; it allows users to search almost anything for data that a user can see, as long as it is configured correctly and not a formula field; check out this blog.Additionally, Einstein Search also allows you to search using Natural Language Search for core standard objects: AccountCaseContactLeadOpportunityTaskNatural language search isn’t ..read more

Every Salesforce org is different, and as a Salesforce admin or developer, you may inherit the customization built by a team or consulting company that is no longer engaged, and worse, there is no good documentation available. Panaya has released an AI-powered solution, helping Salesforce professionals understand complex customization by translating them into simple language. The tool can also ..read more

In scenarios when we can't open a dashboard or dataset via "click", here are some shortcuts.Open Dashboard JSON EditorAdd "/json" at the end of the Dashboard Id, e.g., https://domain.lightning.force.com/analytics/dashboard/0FK34000000KzniGAC/jsonExplore Dataset https://domain.lightning.force.com/analytics/lens/new1/dataset/0FbHr000000dSdAKAUIf you are wondering what "new1" is, you can change it ..read more

In an old blog written many years back, you can check the reason for access of a record to a user using the Sharing button. There is a slight difference in information given in Classic compared to Lightning.Classic:https://domain.my.salesforce.com/setup/own/entitywhylist.jsp?id=0060o00001TvlTM&uid=00590000000OugmLightning:https://domain.lightning.force.com/lightning/r/Opportunity ..read more