Posts Tagged ‘Salesforce’

TIP OF THE WEEK: Salesforce Record Id Behavior in Sandbox & Trialforce

What happens to Salesforce Record Id (or Object Ids) when you refresh your sandbox from the production instance? Refreshing your sandbox from a Production org in Salesforce will simply copy the Record Ids (ID field type) from your production to your Sandbox instance.   How does Trialforce Record Ids work? Trailforce orgs are created by cloning a TrailForce…

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Access Salesforce Mobile App without Installing it

Did you know that the Salesforce Mobile App is accessible from almost any mobile platform now?   You can even access your Salesforce instances through the majority of smart devices available today.  Salesforce has developed the Salesforce App to be compatible with different platforms and easier to download from Apple store, Google play, etc. Were you aware…

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Salesforce: Lead Conversion – Disable Opportunity Creation

For the Spring’18 release, Salesforce has introduced 2 new options for Lead Settings.      The first new option includes “Don’t Create an Opportunity”. Below will show you how to enable this option: Select “Don’t create an opportunity” by Default in Covert Lead Window When this is enabled, the “Don’t create an opportunity” checkbox will be…

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TIP OF THE WEEK: How to access Salesforce Secret Tabs

Salesforce Secret Tabs are something you may find interesting. These are not hidden features though and could be useful to easy navigation to list views in both Lightning experience and Salesforce Classic.   Let’s dive in   We have all seen a Salesforce url in the browser navigation box an example is below. https://myorgdomain101.my.salesforce.com/0064A00000tPToj  …

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TIP OF THE WEEK: The Salesforce Big Object Storage

Have you been wondering how the  Salesforce Big Object Storage is being counted? Here are our findings based on a study we completed. It appears that big object storage is determined by the number of records/rows you’ve created, as opposed to the standard data storage which is based on kilobyte sizes. Hence, the “Big Object Storage” limit…

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We Did: Custom Roll Up with Relative Date Criteria

Challenges: For marketing purposes, the customer would like to consolidate the sum of successful deals made during the previous financial year and the current financial year. This data needs to be rolled up and tracked against the parent record where the marketing application being used can access it directly – as opposed to presenting it…

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Boomi How To: Send Custom SOQL statement to Salesforce Get Operation

Is the existing Salesforce GET Operation not fulfilling your expectations on how the SOQL should be constructed?   Never fear! Boomi now allows you to build your own custom SOQL, which could help in increasing performance and queries efficiency.   How?   Start by constructing the SOQL via the message component and pass this through the Salesforce…

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Trailhead “App Customization Specialist” Superbadge

Bringing your skills together   The “App Customization Specialist” Superbadge is a great option for you to bring your Salesforce Admin and Lightning skills together.  This Superbadge includes some of the standard System Administrator basics, with a Business Analysis requirement, and the opportunity to put those Lightning skills to use.   Some of the skills…

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We Did: Salesforce and JIM2 Integration

The customer has been managing quotes and sales orders through their ERP system, JIM2 plus uses Salesforce to capture incoming leads (for example via website) as well as closed won deals for analysis and reporting purposes. Salesforce is being used as a platform to manage customers as well as sales activities for the specific account.…

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