How to delete Report or Dashboard from Private or Personal folder in salesforce?
Now Administrators can delete a private or a personal folder reports or Dashboard in either Workbench or Data Loader. Before administrators delete private reports and folders Follow the steps in Turn On Enhanced Sharing for Reports and Dashboards.Export Report IDs to a CSV file which
Enable List Custom Settings in Org after Spring 18
How to Make Use of List Custom Setting with Salesforce in Spiring 18 From Salesforce Spring 18 release – list custom settings option is grayed out. The list type provides a reusable set of static data that you can access across your
Hide “Switch to Salesforce Classic” from Lightning UI
Admin have ability to stop salesforce user to switch back to “Classic” view using Profile and Permission Set.
Use Salesforce Custom Permission. Don’t use Profile/User id to skip validation rule.
Salesforce Custom Permission to User to Access Custom Process Use salesforce custom permission to user to access custom process or apps. Many use case – validation rule should not executed for admin profile or specific user. Right now admin/developer hard coding profile/user
Record Level Access Security Control Principles in Salesforce
Learn Record Level Access Security Control Principles in Salesforce The visibility and access for any type of data is determined by the interaction of the above security controls, based on these key principles. A user’s baseline permissions on any object are determined
Redirect to Visualforce page from Custom Button using OnClick Javascript
You have to write javascipt code to redirect to VF page standard custom button. Should use window.location function to redirect to VF page. Example: {!REQUIRESCRIPT('/soap/ajax/26.0/connection.js')} var accReq = "{!Account.Name}"; if(accReq != '') { window.location="/apex/VisualforceName?id={!Account.Id}"; } else { alert('Name is mandatory'); window.location.reload(); }
Not able to Change email Deliverability in Sandbox org
Learn How Do I Change Email Deliverability Option In Salesforce? We got many request in success community saying not able to change the “Deliverability” option in sandbox org. By default you will have “System email only” after the sandbox refresh. If you
Calculate the End date of the Month from Start Date
How to Calculate End Date of Month From Start Date in Salesforce? You need to create a formula field with Date Field Type and use Below formula field DATE( YEAR(Start_date__c), MONTH(Start_date__c), CASE( MONTH(Start_date__c), 1, 31, 2, IF( MOD( YEAR(Start_date__c), 4) = 0,
How to Track Salesforce HTML Emails?
How To Track/Enable HTML Email Tracking For Salesforce Users? Need to enable “Email Tracking (checkbox)” under Activity Settings Go to Setup | Build | Customize | Activities | Activity Settings | Enable Email Tracking (checkbox) HTML emails are sent as HTML File Refer salesforce