WT19: Salesforce Tips, Tricks and Tools
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The document provides a collection of tips and tools for enhancing productivity in Salesforce, focusing on user account management, mass emailing, report accuracy, and various utilities. Key highlights include methods to override email confirmation requests, manage auto-number fields, and utilize tools like Workbench and Chrome extensions for Salesforce. It emphasizes efficient tasks like creating reports for data monitoring and using the 'Power of One' formula for accurate record counting.
WT19: Salesforce Tips, Tricks and Tools
- 1. Salesforce Tips, Tricks and Tools Handy shortcuts to get work done fast Director of CRM Engineering, 2U Salesforce MVP 2011-2019 @AlwaysThinkin Luke Cushanick
- 2. Force that Email Address to Change Select the “Generate new password and notify user immediately” checkbox on the User edit page and save the record with the new email address. • Works in both Lightning and Classic • This will retire the old password and force the user to click the link in the received password reset email (sent to the new address) to access Salesforce again. • Useful for sandboxes when you want to take over a user’s account for testing emails. How to override the change of user email confirmation request
- 3. No Subject value for Mass Email Activities Be sure to populate the Description of the Template you use for your Mass Email. This will become the Subject that appears in the Activity History. • For Classic UI’s Mass Email only (Send Lists in Lightning are smarter!) • You must also select the “Store an activity for each email” option when preparing your mass email. How to populate the email subject into the activity history related lists
- 4. Tabs for the Tabless Objects Classic Version: get the 3-character prefix of the object and paste it into the URL • https://lucascaindev1-dev-ed.my.salesforce.com/007 • Bonus Tip! 007 is a particularly useful one: Tasks & Activities Lightning Version: get the API Name of the object and paste it into the URL • A little trickier than Classic because it must be inserted before the /list?filterName=Recent entry in the URL • https://na59.lightning.force.com/lightning/o/swag__c/list?filterName=Recent How to get to the tab and its list views for objects without an assigned tab
- 5. Override Auto-Number Field Values Auto-numbers fields generate their own values but if you need to change those, temporarily change the field type to Text and edit the records. • Be Careful! While the field type is set to Text, new records will not receive an incremental auto-number nor any value at all! • When you switch back to Auto-Number you must establish the starting number to pick up where it left off. How to replace auto-numbers in existing records
- 6. See All the Columns on a Report Simply use the Remove All Columns action while editing a report and then run it! How to add every single available column to a report
- 7. Use Report Subscriptions to Monitor Data Sometimes you just don’t have the option of using a Validation Rule to control your data cleanliness but if you can make a report that shows bad data, you can set Report Subscription parameters to only email you when dirty data exist. Create Reports that tell you when your data is dirty
- 8. The Power of One Use the simplest formula ever to count records when viewing reports • Reports show a record count already, but it does not counts them in an intuitive way • Power of One formula gives you the ability to reveal a true count of records and related records. • Simply create a number formula, set the formula to “1”, and add this to summary and matrix reports to get an accurate subtotal of related records. • Yes, the formula is just the number 1, that’s it, easiest. formula. ever!!!1!11one!! How to get accurate record counts on reports
- 9. Tools Fill your browser bar with useful gadgets
- 10. Workbench Workbench is an open-source quasi-official Salesforce utility • https://workbench.developerforce.com/login.php Utilities • Object Explorer • SOQL/SOSL Query Builder • Data Loader - Smart lookup, Purge • Rest Explorer • Retrieve & Deploy Metadata • Execute Apex and see logs immediately • Be careful - this works in Production!! • Password Manager - set any password! Your Org explorer and Swiss Army Knife
- 11. Toolkit for Salesforce Toolkit for Salesforce is an open-source suite of utilities • https://cloudtoolkit.co/ Utilities • Org & Data Compare • Code Scanner and Org Health Checker • Super fast Field Creator - create multiple fields at once! • Bulk automation kill switches • Get Package.xml to use with Workbench Metadata Retrieve & Deploy Org Analysis with quick field creator tool
- 12. Chrome Extensions Salesforce Inspector (for Lightning & Classic!) • Inspect & edit record data, inspect metadata, export & import data, inspect limits Salesforce ID Clipper (Classic Only) • One-click to get the record ID, its 18-character version or the whole URL Salesforce Advanced Code Searcher (Lightning & Classic) • Quick way to see data values for all fields on a record Force.com Logins (Lightning & Classic) • Password vault designed for Salesforce (enable encryption!) A little bit of everything...but mostly for Classic