Launchpad in Salesforce is a brand new feature being introduced in the Winter ‘21 release. Once set up, users can quickly access their frequently used tabs and pages with a click from the Salesforce desktop or mobile app home page. It is common amongst users to glance through a record to get ready before their meeting while in transit and to get to that record involved a few taps. Launchpad in Salesforce minimizes those taps saving some time.
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?
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).
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.
Don’t Miss Out on the Goodness of 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.