Consultants

An Easier Way to Find Out about Metadata in Your Salesforce Org

As a Salesforce Admin or Consultant, you may want to find out about the metadata in your Salesforce Org from time to time. For example, how many custom objects are there, what are the fields in the custom objects, how many triggers are there in your org, how many of those are inactive, how many apex classes are there, how many of those are from managed packages and so on.

The most common way to find these things out will be logon to your Salesforce Org, navigate to setup, go to each of the sections individually  and then gather the information. But this is a labor-intensive,  manual and time-consuming exercise. There is a better way…
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I have written this blog post for a selfish reason. Even after working on Salesforce technology for a long time now, somehow I was always getting confused about ‘Actions’ in Salesforce. How to configure, where to configure, what are the different types, where do they appear, why are they not appearing etc..  Though I could make things work by trial and error, I had to repeat the whole process again on another project. So out of frustration (and a little bit of shame), I thought about finding out all about Actions that I need to know, organize my thoughts and document it as a blog post for my reference. And I do hope that it will serve you as well. So let’s get started…

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Most of us have branded email signatures for our official email IDs in the email clients such as Outlook or Gmail. Even Salesforce provides a feature to add your Email Signature to personalize emails. Moreover, you will be delighted to know that you can make your signature visually appealing in Salesforce also just like other email clients. It’s a simple two-step process to add an image to an email signature in Salesforce. First, you upload the image in Files and then add the image URL to your email signature. That’s it. Now let’s take a look at it step-by-step.

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Community Cloud certification is intended for professionals who have experience in implementing Salesforce Community Cloud in a customer-facing role. The exam includes testing your general concepts on implementation strategies, sharing, and security. Then it moves on to more specific Community Cloud aspects such as Community Setup, Experience Builder, Community Management, CMS Connect, and finally Lightning Templates and Lightning Bolt.

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In Salesforce, when you create an object, define a master-detail or lookup relationship, Salesforce automatically creates a report type.  When standard report types do not fulfill your requirements, you can create a Custom Report Type and let users create reports from that report type.

Design Possibilities with Custom Report Type’s Field Layout

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