Salesforce Tips

Tip of the Day #36

Tip of the Day #37

If you deploy any new version of flow, it won’t be automatically activated in target org. You need to manually activate the new version after deployment.

Tip of the Day #36

While performing any transformation in Jitterbit, if you want to store the value of a particular field for all the records, you can use “Dictionaries”. Dictionaries are similar to Maps() that we use in Apex, initialized by the attribute: Dict(), which can hold a set of key & value pairs.

Tip of the Day #35

Once a flow has finished execution and you want to redirect user to a record details, wrap the flow in VF page and use finishLocation attribute

Tip of the Day #34

Salesforce recommends creating no more than 200 page layouts. Although there is no limit, it can be difficult to manage your page layouts if you have more than 200.

Tip of the Day #33

You can alert sales reps when they open a duplicate record in Lightning Experience by activating duplicate rules.

1. In setup, use the Quick Find box to find Lightning App Builder.
2. On accounts, contact or leads, add the potential Duplicates components.

Tip of the Day #32

Salesforce Connect is a framework that enables you to view, search and modify data that’s stored outside your Salesforce Org. It is the fastest way to integrate external data resource in the Salesforce. You can add new external data resource in minutes using point and click tool to connect API using open data protocol.

Tip of the Day #31

To search Text using regular expression, use Pattern and Matcher classes. They can also be used to validate data.

Tip of the Day #30

Use Limits.getCallouts() and Limits.getLimitCallouts() to monitor the usage of HTTP Request within a transaction. A single Apex transaction can make a maximum of 100 callouts to an HTTP request or to an API call.

Tip of the Day #29

Use database class methods if use want to allow partial success of a bulk DML operation-if a record fails, the remainder of the DML operation can still succeed. Your application can then inspect the rejected recorded and possibly retry the operation.

Tip of the Day #28

Special characters “§” and “#” are not supported by ANT Migration tools in username and password.

Tip of the Day #27

Handle all HTTP request in Helper class. This HTTP Helper class will be reusable and will be huge help in code optimization.

Tip of the Day #26

To reduce code execution time, you can upload CSS and JavaScript file in Static resource, and access it using: {!URLFOR($Resource.FileName)}

Tip of the Day #25

Want to include header on your dashboard?
Use showHeader. 
If true, the dashboard will appear with a header bar. If False, the dashboard will appear without it.

Tip of the Day #24

If you have a set recordtype for an object, ensure that you specify the recordtype ID during insert call. Additionally, ensure that all profiles which have Create Access for that object have access to at least one recordtype.

Tip of the Day #23

Earlier, “contains()” method was available only in set Datatype. But now, you can use it for List Datatype. 

Contains(listElement)

Returns true if the list contains the specified element.

Tip of the Day #22

Use Topics to categorize your Records in Salesforce. Then use those topics to filter list views and see records on a topic in a central place.

Tip of the Day #21

John or Jon or Jonathan? If you’re unsure hoe Someone’s name was saved in Salesforce, don’t worry! Nicknames are supported in searching, so searching for “John” will return results for John, as Johnathan, Jon, Jonathan, Johnny etc.

Tip of the Day #20

Use Topics to categorize your Records in Salesforce. Then use those topics to filter list views and see records on a topic in a central place.

Tip of the Day #19

Create Force.com Flows for any repetitive tasks that you find yourself doing often. Make it into a wizard, then put it as a Custom Link on your sidebar

Tip of the Day #18

Set an “Access Expiration” date on a user, and have them automatically deactivated on that date. Tie the Custom Field to the Time Based workflow like this: Custom Field + Time Based Workflow.

Tip of the Day #17

Want to create one report that can be used by anyone to see the records they created? Makes sure the formula field that leverages $User.Id has the variable: IF(CreatedById = $User.Id, 1, NULL).

Tip of the Day #16

Salesforce CPQ uses smart rules to make sure your reps sell related products together and that incompatible products don’t end up on the same quote.

Tip of the Day #15

Trailhead Tracker is an app that motivates employees with gamified leaderboards and enables managers to assign and track personalized learning across their organization.

Tip of the Day #14

Salesforce Trail Checker rates and rewards learning by allowing companies to build interactive challenges designed to assess skills – including stand-and-deliver, quizzes and hands-on-challenges.

Tip of the Day #13

Einstein Bots, a myEinstein feature can couple language capabilities with Salesforce data and Salesforce workflow engine to power automated customer-service agents.

Tip of the Day #12

With Trail Mixer, manager will be able to create one Trailmix that consolidates all the relevant on boarding materials, both within and outside of Trailhead, that a rep would need to get up and running in her/his role.

Tip of the Day #11

With Trail Maker, companies can write and create their own materials or customize the pre-curated library of public Trailhead content. Thank you myTrailhead.

Tip of the Day #10

use inline editing to make quick changes to your data… but don’t forget to save.

Tip of the Day #9

Salesforce lightning and Gmail integration allows user to identify high priority emails and next actions based on the content within emails, enabling user to service and sell to customers faster than ever before.

Tip of the Day #8

When developer write a live app, it automatically supports real-time code. Similarly developer can access the Quip rich text editor, @ mentions and comments and build them into apps when it makes sense. 

Tip of the Day #7

If the user changed the source Salesforce record, it would update automatically in the Quip document. Conversely, if the user changed the record in Quip, it would update in Salesforce. 

Tip of the Day #6

Create email alert triggers fro certain events that your users do(like object creation or field changes) you want to keep tabs on.​

Tip of the Day #5

Create Force.com Flows for any repetitive tasks that you find yourself doing often. Make it into a wizard, then put it as a Custom Link on your sidebar.​

Tip of the Day #4

Use String.split(‘\r\n’) in controller if you need to slow line break when you have presses “Enter” in VF Input Text Field.

Tip of the Day #3

By combining the UIs of two or more apps in User Interface Integration, one can create composite apps without any rework on the UI of each individual app.

Tip of the Day #2

By combining the UIs of two or more apps in User Interface Integartion, one can create composite apps without any rework on the UI of each individual app.

Tip of the Day #1

Go to a list view of records by shortening the salesforce ID in the URL just the first 3 letters of the Salesforce ID.

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