by Mike Walsh | Oct 26, 2017 | Salesforce Tips
Migrating data to Salesforce and mass updating records can be challenging, but you can make your life a lot easier with the create audit fields feature. Creating records through the API will now allow you to update standard audit fields such as LastModifiedBy. In addition, you will be able to update records with inactive owners without contacting Salesforce.
Two different permission sets, “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” can be assigned to users. This is a safeguard to ensure that only qualified users are defining the audit field and manipulate sensitive data. These permission sets take the place of what used to be a longer process, where you had to contact Salesforce to update inactive records.
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-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 23, 2017 | Salesforce Tips
As time goes by, so many apps and products built for Salesforce are becoming more and more sophisticated and complex. To keep up with all this increasing complexity, developers also have to continually create new and improved systems and configurations. In response, Salesforce.com is releasing a much requested Apex Metadata API in the Summer 2017 release.
The three primary uses for the Apex Metadata API are:
- Self-configuring apps
- Upgrade scripts
- Custom setup UIs
To break it down to simplest parts, here are the key features of this new Metadata API:
- Access two metadata types: page layouts and records of custom metadata types
- Retrieve their metadata synchronously
- Create and update their metadata via asynchronous deploy
- Setup a callback on completion
- Trust your apps: installed packages must be “ApexCertified” or the subscriber org must turn on a setting to allow an Apex metadata deploy
- Track the namespace that initiated a deploy in the setup audit trail
Read more here!
-Ryan and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 15, 2017 | Blog, Salesforce-Apps-AppExchange
Going through records and updating objects and data can be a real headache, not to mention a time killer. Particularly when you have many objects, where a simple number needs to be updated many times over on a page, the idea of tackling it makes the mind go numb. However, that is exactly what Record Refresher solves for. Use this app to trigger mass syncs to external integrations, bulk update and more.
Select an object, review the number of records to refresh, then quickly update (edit/save) them all! Ideal for back-filling data when using workflows or processes.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | May 18, 2017 | Blog, Salesforce-Apps-AppExchange
Data backup, while boring and time consuming, is absolutely essential for anyone with important information and documents stored digitally (which is almost everyone these days). As someone who was recently the victim of a ransom-ware virus that corrupted every file on my computer and external drives, take it from me! Spanning Backup is designed to help you with data protection by automating the entire process all while giving you many other options, such as encryption, various recovery points and more.
Protect critical Salesforce data and metadata with automated, daily backup and fast restore of lost, deleted or overwritten data including objects, metadata, attachments, reports, customizations, Chatter.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | May 11, 2017 | Blog, Salesforce-Apps-AppExchange
Here is an app to expand your control over the standard Salesforce system. While the base functions limit your assignment records to Leads and Cases, this app gives your far more flexibility and control.
Custom Assignment Rule will offer you the authority of automatic assignment of records under ‘any’ sObject. It surpasses the limitations of assignment of records under Leads and Cases only, and now you can assign records under sObjects like Accounts, Contacts, etc…
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
