Order of Work flows in Salesforce
Order of Work flows in Salesforce is 1. Field Updates. 2. Tasks. 3. Email Alerts. 4. Outbound Messages. Note: If there are 2 field updates or any other type of ....
Tag: Salesforce Advanced Administrator Exam
Regular eExpression in Salesforce Validation Rules
A regular expression is a string used to describe a format of a string according to certain syntax rules. [ab] - A single character, either a or b [a-zA-Z] ....
Sample Lead Quality Score in Salesforce
Create a formula field in Lead object as below. Formula Code: IF( ISBLANK(FirstName ) , 0, 20) + IF( ISBLANK( LastName ) , 0, 20) + IF( ISBLANK( Email ) ....
Dashboard filter in Salesforce
A dashboard filter allows viewers to change the data visible on the dashboard by selecting a filter value from a drop-down list. Note: 1. Maximum number of filters allowed per ....
PREVGROUPVAL in Salesforce Reports
PREVGROUPVAL is a funtion used in custom summary formulas to return the value of a summary field from a previous grouping. Example: (AMOUNT:SUM +PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE) +PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE, 2) ) / ....
Subfilters in Salesforce Reports
Subfilters provide an option to extend a cross filter by including only child records that meet certain criteria. Maximum is 5 per Cross Filter. Example: Cheers!!!
Cross filters in Salesforce Reports
Cross filters enable filtering of the parent records n a report by their related child records using with or without conditions. Maximum 3 Cross filters are allowed in a single ....
Custom Report Types in Salesforce
Custom Report Type in Salesforce is used to create custom report type for related objects for reporting and it allows up to 4 level. To create Custom Report Type, go ....
How to add or remove fields in Salesforce1 layout?
1. Go to the object. For standard objects, go to Setup --> Customize. For custom objects, go to Setup --> Create --> Objects. 2. In Compact Layout, click "New". 3. ....
How to open Salesforce1 mobile app in Desktop?
1. Login in to your application. 2. At the end of the URL add One/one.app Example: https://na12.salesforce.com/one/one.app Cheers!!!