Shortcut to List Views in Salesforce

Shortcut to List Views in Salesforce

It is a kind of hack in salesorce. if you want to create/view the list views of standard or custom object you can do this with out going object tab.

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

To get to a list of Opportunity, for example, shorten https://ap2.salesforce.com/00628000007rG73 to https://ap2.salesforce.com/006

here ap2 is my instance name.You can put your instance name there.

This should work with most standard and custom objects.”

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Roll Up Summary Fields Winter 16 update

Roll Up Summary Fields Winter 16 update

Roll up summary fields winter 16 update: Salesforce has increased the limit of creating roll up summary fields per object.

Before winter 16 release we were able to create only 10 roll up summary fields per object.  But with Winter 16 Salesforce release we can create 25 rollup summary fields per object.

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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 or delegated approver
• Only if I am an approver
• Only if I am a delegated approver
• Never

When an approval request e-mail is sent to the assigned approver, the delegated approver also receives an e-mail notification that there is an approval request to review. Delegated approvers can't reassign approval requests; they can only approve or reject the approval.

7. Click on Save.

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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 the organization preference, enable the user permissions in a permission set or profile. You can set audit fields only in API-enabled editions of Salesforce.

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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                                          

Note: Once an organization's daily limit of 200,000 exceeds, Salesforce will send a warning e-mail to the default workflow user and discard all the e-mails. Salesforce will not try to resend them later.

You cannot delete active approval processes. If you want to delete them, you will first have to inactivate the approval process and make sure no records have been submitted for approval. If any records have been submitted, delete them and remove them from the recycle bin.

Once an approval process is activated, you cannot add, delete, or change the order of the steps or change the reject or skip comportment of that process, even if you make the process inactive.

Various ways to approve a request – approval settings

You can approve records in Salesforce by three ways, which are follows:

• Via a UI

• Through a wireless-enabled mobile device

• Via Salesforce Chatter 

Thanks for reading....

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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 Limit in a report builder.

• By default, reports time out after 10 minutes. You can contact Salesforce.com support to extend the time-out limit to 20 minutes for tabular, summary, and matrix reports, but no extension is available for joined reports. It will continue to time out after 10 minutes.

• Reports will show only the first 254 characters in a rich-text area or a long-text area. 

A few noteworthy points about dashboards

The following are the noteworthy points about dashboards:

• A dashboard filter can have up to 50 options. By default, 10 options areenabled. If you want to enable more, contact the Salesforce.com support team to extend your limit.

• Each dashboard can have up to 20 components.

• A dashboard table or chart can display up to 20 photos.

• You must wait at least one minute between dashboard refreshes.

A few points on the report and dashboard schedule

The following are some noteworthy points about the report and dashboard schedule:

• If the running user becomes inactive, the report is not run. The systemadministrator will get an e-mail notification to either activate the user or delete the report scheduled, or change the running user to an active one inthe scheduled report.

• The limit for scheduled reports per organization is one or two based on editions.

• An organization is limited to 200 scheduled reports and dashboards.

• Daily limits differ by edition. You can purchase additional schedule reports or dashboards.

• A joined report can't be scheduled for future runs.

• Scheduled reports run in the time zone of the user who set up the report schedule. Let's take an example. If the Time Zone field on your user record is set to Indian Standard Time, and you schedule a report to run every day at 3:00 PM, then the report runs every day between 3:00 PM and 3:29 PM as per Indian Standard Time.

• The maximum size for e-mailed reports is 10 MB

• For Enterprise Edition, you are only permitted one dashboard refresh per user, per hour, and for Unlimited Edition this limit is two. If you want to increase this slot, you have to purchase additional refresh slots. To do that, contact the Salesforce.com support team.

A few points about analytical snapshots

The following are some noteworthy points about analytical snapshots:

• The maximum number of rows you can insert into a custom object is 2,000

• The maximum number of runs you can store is 200

• The maximum number of source report columns you can map to target fields is 100

• You can only schedule one analytic snapshot to start on any given day on Professional Edition

• An analytic snapshot will fail during a scheduled run if the source report includes more than 100 fields.

•  An analytic snapshot will fail during a scheduled run if the target object isincluded in a workflow

Thanks for reading...

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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 to the Setup section.

3. Select the Enable Custom Object Truncate checkbox, as shown in the following screenshot:

4.  Click on Save.

Performing truncate for custom objects

You can use this feature when you have created a custom object and filled it with test records. To delete those test records with a single action, you can use this feature.

To perform this action, follow these instructions:

1. Navigate to Setup | Build | Create | Objects.

2. Identify the object on which you want to perform this action and click on an object name to go to its detail page. In our case, select Event Object.

3. Click on the Truncate button, as shown in the following screenshot:

4. It will pop up a window. Read the warning message carefully and type the

object name as shown in the following screenshot:

5. Click on the Truncate button to complete the process.

Note: When you truncate a custom object, Salesforce stores a copy of the truncated object in the deleted objects' list for 15 days, and it will count against your organization's limit. After 15 days, the records will be erased permanently and will no longer count against your limits.

Thanks for reading.....

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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 actions that delegated administrators can perform include the following:

User administration: For the named roles and their entire subordinate roles, delegated administrators can create and edit users and reset passwords, as well as unlock users in named roles. Delegated users can also log in as users who have granted login access to their administrator. They can also do quota settings, create default teams, and create personal groups.

Assignable profiles: The delegated administrators can assign only the profiles granted to the delegated administrator.

Custom object administration: Access can be granted to delegated administrators to serve as administrators for certain custom objects and their associated tabs only.

Setting up a delegated administration

To set up a delegated administration for your organization, follow these steps:

1.Navigate to Setup | Administer | Security Controls | Delegated Administration.

2.Click on New as shown in the following screenshot:

     3. It will redirect you to a New Delegated Group window, where you have to enter data in the Delegated Group Name field as well as optionally select the Enable Group for Login Access checkbox. The details of each field are as follows:

·Delegated Group Name: This specifies the group name.

·Enable Group for Login Access: This option is selected if you want to allow the delegated administrator to log in as a user belonging to the role hierarchy that they manage.

4. Click on Save; this will redirect you to the Delegated Group Detail page. This will look like the following screenshot:

    5. After creating the delegated user group, you have to do a few tasks, defined as follows:

             

   Delegated administrators: You can add users to this group who are a part of the delegated administrator group. To do this, click on the Add button available on the list related to Delegated Administrator; it will redirect you to a new page and add users (click on the magnifying glass icon) as per your business requirement. Once done, click on Save:

    User Administration: Now, you have to specify the roles and subordinates that the delegated administrators can create and edit. To do this, click on the Add button available in the list related to Role Administrator; this will redirect you to a new page and add a role (click on the magnifying glass icon) as per your business requirement. Once done, click on Save:

Assignable Profiles: Here, you can specify the profiles of the delegated administrators of this group and these can be assigned to the users they create or update. To do this, click on the Add button available on the list related to Assignable Profiles; this will redirect you to a new page and add assignable profiles as per your business requirement. Once done, click on Save: 

Delegated administrators cannot assign profiles with the permission Modify All Data, such as system administrator profiles.

Custom Object Administration: In this section, you can specify the custom objects that the delegated administrators of a group can administer. To do this, click on the Add button found on the list related to Custom Object Administration; it will redirect you to a new page, and here, you can add custom objects (click on the magnifying glass icon) as per your business requirement. Once done, click on Save:

Now, you are done with the delegated administrator settings. You can change these settings any time by navigating to Setup | Administer | Security Controls | Delegated Administration.

These changes are captured under View Setup Audit Trail. If you need to check the Audit Trail for these changes, navigate to Setup | Administer | Security Controls | View Setup Audit Trail. Finally, our delegated administrator page will look like the following screenshot:

Thanks for reading....

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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 a related parent record.	The parent record may not require a related parent record.
The ownership of the child record is determined by the related parent record. Child records do not have an owner.	Each child record has an owner and is not related to the parent record.
The detail record inherits sharing and security from the master record.	There is no security or inheritance between related parent and child records.
To relate an object to another object, no records should exist in the child object.	To relate an object to other objects, there is no condition on the number of records.
If you have the Roll-Up Summary field in the parent object, any create, edit, or delete action in the child record will trigger an edit action in the parent object. If you have a validation rule and other rules in parent object, the validation rules will trigger for the parent object.	You cannot create the Roll-Up Summary field in the lookup relationship using out-of-the-box Salesforce functionality.
Supports cross-object workflow. You can configure a field update action to update a field in the parent record using a value from the child record.	Does not support cross-object workflow.

To create a master-detail relationship for an existing object with records as the child object, you can initially define it as a lookup relationship, populate all parent fields for all records, and then change the relationship to a master-detail relationship.

You can build a many-to-many object relationship using two master-detail relationships in a single custom object, which is known as a junction object in that case. 

Thanks for reading...

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The Dreamforce '15 Ultimate Content Guide

The Dreamforce '15 Ultimate Content Guide

Here is a breakdown of where you can find the best videos, pictures, announcements, sessions and more from Dreamforce ‘15:

https://www.salesforce.com/blog/2015/09/dreamforce-15-ultimate-content-guide.html??d=70130000000lkpi

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Limitations of the workflow in salesforce

Limitations of the workflow

The workflow feature is only available in Enterprise, Unlimited, Performance, and Developer editions. For the Professional Edition, you can enable this feature after paying an extra amount. As Salesforce is based on a multitenant architecture, it imposes a few limitations on the workflow:

• For each workflow rule, you can have the following:

• 10 time triggers
• 40 immediate actions
• 40 time-dependent actions per time trigger

• For both immediate and time-dependent actions in one workflow rule,

there can be no more than:

• 10 email alerts
• 10 tasks
• 10 field updates
• 10 outbound messages

• The workflow time trigger per hour limit for different editions are as follows:

• Professional Edition: 250
• Enterprise Edition: 500
• Developer Edition: 50
• Unlimited and Professional Edition: 1,000

• The workflow e-mail limit per day is as follows:

• 1,000 per Salesforce standard license
• 200,000 per organization

Note: Once an organization's daily e-mail limit of 200,000 exceeds, Salesforce will send a warning e-mail to the default workflow user and discard all the e-mails. Salesforce does not try to resend them later.

Thanks for reading.....

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Language settings and its importance in Salesforce.

Language settings and its importance in Salesforce

As Salesforce is being used across the globe and we all use different languages to communicate, Salesforce supports multiple languages. The Salesforce web user interface, Salesforce for Outlook, Connect for Outlook, Connect Offline, and Connect for Office are all available in various languages.

The Salesforce web user interface supports two language settings.

Personal settings

Let's start with an example. Tom is a new hire from Russia. The default organization language is set to English, which means all the text and online help are displayed to all the new users in English. Tom would like to change his complete user interface to Russian.

Users can change the default language to their local language to display the Salesforce text, images, buttons, and online help.

To change to your personal language, follow these steps:

1. Navigate to Name | My Setting | Personal | Language & Time zone.

2. Then, select the language from the Language drop-down list:

You can find more information about the language Salesforce supports as the standard language in the information box.

Note: If you are not able to find your preferred language, then contact your system administrator to enable it. In the preceding example, the system administrator enabled the English, Deutsch, Español, François, and Italiano languages for the organization so that users can get these options under the Language drop-down list.

Organization's default language settings

A system administrator can enable multiple languages for your Salesforce organization. This means users have the option to select their preferred language from the available list.

Salesforce offers three levels of language support, as follows:

1. Fully supported languages
2. End user languages
3. Platform-only languages

Fully supported languages

Fully supported languages, such as Thai, Russian, English, or Danish, are the ones where the user functionality and help pages in the application are completely translated into these languages.

Note: The fully-supported languages list includes Chinese (simplified), Chinese (traditional), Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Portuguese (Brazil), Russian, Spanish, Swedish, and Thai. Even though the Salesforce interface is completely translated to Thai, the help page remains in English

End user languages

End user languages are useful when you are working in a multilingual organization where you speak a language that is different than your headquarters. End user languages are used by users who would like to access the app in that language, but do not want to access the Setup menu.

Let's start with an example. A company has its headquarters in a French-speaking country, but that company has non-admin employees in other countries that would prefer to use the app in a language supported as an EUL. As they do not want to access the Setup menu and help pages, the EUL settings provide sufficient translations out of the box to suit their needs.

Note: The end user languages list includes Arabic, Bulgarian, Czech, English (U.K.), Greek, Spanish (Mexico), Hebrew, Hungarian, Indonesian, Norwegian, Polish, Romanian, Turkish, Ukrainian, and Vietnamese

Enabling an end user language

To enable an end user language for your organization, follow these steps:

1. Navigate to Setup | Administer | Company Profile | Language Settings.

2. From the Language Preferences section, select the Enable End User Languages checkbox to enable it:

 3. Then, it will add all the end user languages to the available language multi-select picklist.

 4. Click on Save.

Platform-only languages

Platform-only languages are used to localize the custom functionality (apps) built on the Salesforce Platform. The platform-only languages allow organizations to provide their own translations via the translation workbench for languages that Salesforce doesn't provide any translations for.

Note: The platform-only languages list includes Albanian, Armenian, Basque, Bosnian, Croatian, English (Australia), English (Canada), English (India), English (Malaysia), English (Philippines), Estonian, French (Canada), Georgian, Hindi, Icelandic, Irish, Latvian, Lithuanian, Luxembourgish, Macedonian, Malay, Maltese, Moldovan, Montenegrin, Portuguese (European), Romansh, Serbian (Cyrillic), Serbian (Latin), Slovak, Slovenian, Tagalog, Urdu, and Welsh.

Enabling the platform-only languages

To enable the platform-only languages for your organization, follow these steps: 

1. Navigate to Setup | Administer | Company Profile | Language Settings.

2. From Language Preferences, select Enable Platform Only Languages:

3. This will add all the end user languages to the available language multi-select picklist.

4. Click on Save.

Once you enable the platform-only language, Salesforce will enable the end user language automatically.

Note: What happens when the system administrator changes the organization's default language from English to Russian if the user's personal language preference is already set as Russian?.The user will still see Salesforce in Russian. If a personal preference is not set, then Salesforce will automatically change everything from English to Russian 

Thanks for reading.....

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