Admins

How to Lock Records in Salesforce?

November 10, 2020

Sometimes you would want to lock records in Salesforce so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. For example, once an opportunity record is closed (closed won or closed lost), it just needs to live in the system without being touched. Same can be for “Cases” or records sitting in your custom objects. Or maybe once a record has been interfaced to a backend system, you would want to lock the record so that it can no longer be modified in Salesforce.

So, then how do you lock records in Salesforce so that it can no longer be modified?

Order of Execution (Rules, Triggers etc.) in Salesforce & Debug Log

November 3, 2020

Salesforce has a bunch of rules that can be defined on objects and fields. For example, you can define validation rules, workflow rules, process builder, flows, assignment rules, escalation rules, auto-response rules, triggers etc.

Whether you are an administrator, consultant, developer, or architect – it is important for you to understand the order in which these rules and triggers are executed.

The following picture depicts the order of execution visually. (For finer details, please refer to the Apex Developer Guide URL mentioned under ‘References & Useful URLs‘ section below).

How to Configure State and Country Picklists in Salesforce

October 27, 2020

Bad data is harmful for business. When the data is inconsistent or inaccurate it can cause considerable impact on organization’s efficiency. Salesforce provides many features to validate and standardize data entered by users.

State and Country Picklists in Salesforce is one such helpful feature. It lets users select states and countries from predefined, standardized lists, instead of entering them manually into text fields. These picklists are based on ISO-3166 standard values, which makes them compatible with other online applications.

10 Ways to Learn about Salesforce Winter ’21 Release Features

October 20, 2020

Don’t Miss Out on the Goodness of Salesforce Winter 21 Release Features

Salesforce Winter 21 Release Features Winter has come. Salesforce Winter ’21 Release is now live in all Salesforce Orgs. And here are all the different ways in which you can familiarize yourself with the new features and functionalities introduced in this release.

1. Sign Up for my “1 Day, 1 Tip, 1 Minute” Email series on Salesforce Winter ’21 Release Features

A Comprehensive Study Guide On Salesforce Certified Administrator Exam

October 13, 2020

A Comprehensive Study Guide On Salesforce Certified Administrator Exam (The study guide has now been updated as per Salesforce Summer ’20 Release)

Salesforce Certified Administrator is one of the basic exams that you need to pass in order to qualify for other Salesforce Certifications. This exam is usually the starting point for all aspirants looking to build a career in Salesforce. The content of the exam has been designed in a way that this is going to cover the basics and fundamentals of the Salesforce technology and platform. Take my word – there isn’t a better way to get started with learning Salesforce than preparing for and taking this exam. More

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