Approver settings in salesforce

Approver settings Approver settings can be used to opt out of receiving e-mail notifications for approval or to delegate an approver on our behalf. To configure the approver settings, follow these steps: 1. Select the Name tab and click on My Settings. 2. Select the Personal tab and click on Approver Settings. 3. Select your Delegated Approver (except a group or queue). 4. Select your Manager. 5. Select any of the options from the drop-down list next to Receive Approval Request Emails, as shown in the following screenshot: 6. We can set any of the following options regarding e-mail notifications: If I am an approver...

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Setup Audit fields feature – Winter 16 release update.

Setup Audit fields feature – Winter 16 release update Setup Audit fields What is audit fields feature? This feature allow us to migrate created date, last modified date, created by & last modified by fields data. Many of us know about setup audit fields in salesforce. In Salesforce data migration we cannot migrate some fields data directly like created date & Last modified by fields data. To migrate this data we need to contact salesforce.com support to enable audit fields. With the Winter 16 Salesforce release, we can directly enable this feature without contacting Salesforce. To enable the user permissions, first enable the organization preference on the User Interface page. From Setup, enter User Interface in the Quick Find box, then select User Interface. After you enable...

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Running Specified Tests-Changeset deployment in winter 16 release.

Running Specified Tests-Changeset deployment Running specified tests option is now available with change set deployment in Salesforce. This option is available with winter 16 release. We can choose which tests to run when deploying or validating inbound changeset in Sandbox org production orgs. This option is available in both Salesforce Classic & Salesforce Lightning Experience. Below running test option are available when you validate/deploy an inbound changeset: Default, Run Local Tests, Run All Tests & Run specified Tests. Default: By default no test classes will execute in a sandbox & all local tests will run when your inbound change set contains apex classes/apex triggers. Run Local Tests: All local  test classes will  run with this option(Excludes managed...

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Limitations of the approval process in salesforce.

Limitations of the approval process Approval processes are available on Enterprise, Unlimited, Performance, and Developer editions. For the Professional Edition, you can enable this feature by paying an extra amount. As Salesforce is based on a multitenant architecture, it imposes a few limitations on the approval process: • For each approval process, you can have a maximum of the following: 30 steps per process 25 approvers per step • Each organization can have the following limitations: 300 approval processes per object 1,000 approval processes per organization • An approval process's e-mail limit per day is as follows: 1,000 per Salesforce standard license 200,000 per organization                        ...

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Reports and Dashboard limitations in salesforce.

Reports and Dashboard limitations in Salesforce. The following are some noteworthy points about reports: You can create a dashboard only from the matrix and summary reports. A maximum of 2,000 rows will be displayed in a report. To view all the rows, export the report to Excel, or use the printable view for tabular and summary reports. For joined reports, the export option is not available, and the printable view displays a maximum of 20,000 rows. In the report builder, up to 20 rows will be displayed for summary and matrix reports and up to 50 rows for will be displayed in the tabular report. You can use five formulas per report. You can use up to 20 field filters in a report. To set the maximum number of records to display in a tabular report, click on Add and select Row...

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Tags feature in salesforce.

Tags feature in salesforce. Tags are some keywords that you can use with your records to make a search easier and organize the records in your personalized way. For example, in your organization, you have thousands of account records, but you want to organize the accounts that were created in the summer of 2014, so that the next time you search for the account records, you simply need to search summer 2014. There are two types of tags that are provided by Salesforce:         Personal Tags: These are private to a specific user.         Public Tags: These are public and available...

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Converting Multi-Select picklist to Multi-Select checkboxes in VF page.

Converting Multi-Select pick-list to Multi-Select check-boxes in VF page. In this post i am providing an example of converting Multi Select Pick-list to  convert Multi Select Chyeckboxes in VF page. For this i created a Multi-Select Pick-list field on opportunity page with some values. Using custom controller extension in VF page. Controller Class: public class MultiCheckBoxExtn {     public opportunity opp{get;set;}     public List<SelectOption> leadSourceCheckbox {get;set;}          public MultiCheckBoxExtn(ApexPages.StandardController controller) {  ...

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Deleting all the data in Salesforce.

Deleting all the data in Salesforce. If you have a trial account of Salesforce, and at any time you decide to delete all the data including the sample data, that is, the data you stored in the Salesforce trial organization, follow these instructions: 1. Navigate to Setup | Data Management | Delete All Data. 2. Salesforce will request you to enter text to state that you understand all data will be deleted:   3. Click on the Submit button as shown in the preceding screenshot to complete this process. Note: This feature is only available during the trial period. Thanks for reading.......

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Truncating custom objects in salesforce

Truncating custom objects in salesforce. Truncating a custom object allows Salesforce to delete all records from particular objects and save the empty object and its metadata. This is a fast way to delete all records from custom objects compared to Import Wizard and Data Import Wizard. This action will remove records from custom objects and you cannot recover them from the recycle bin. Enabling truncate for custom objects Before using this feature for your organization, you must enable it. To do this, follow these instructions: 1. Navigate to Setup | Build | Customize | User Interface. 2. On the user interface page, navigate...

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Delegated administration in salesforce.

Concepts of delegated administration Let's start with an example where TCS has 5,000 Salesforce Enterprise Edition licenses, and they have only one system administrator. The system administrator receives ample requests to reset the password, change login hours, unlock users, or change their sharing settings daily. To reduce this, the system administrator can go ahead and set up a delegated administrator, so that any other user who is a delegated administrator can help with the workload. The delegated administrator is a concept that extends certain admin privileges to non-admin users in order to allow them to perform admin functions. The...

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Difference between master-detail relationships and lookup relationships

Difference between master-detail relationships and lookup relationships Master-detail relationship Lookup relationship You can define master-detail relationships between custom objects or between a custom object and a standard object (standard object must be the parent). You can define a relationship between any two objects, standard or custom. When a record in a master object (parent) is deleted, all the records in the detail object (child) that are related to that master record will be deleted. When a parent object is being deleted, you can configure a child object to either clear the parent record value in the child record or prevent deletion of the parent record. All child records must have ...

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