6 votes
Accepted

Salesforce Optimizer: Inactive Workflow Rules

I just tested this, and amazingly, inactive workflow rules still take up some execution time. With a workflow enabled: 09:42:38.0 (536879862)|WF_RULE_EVAL_BEGIN|Workflow 09:42:38.0 (536946558)|...
sfdcfox's user avatar
  • 487k
4 votes
Accepted

Creating Custom Object__c

When you create a custom object in the UI, you don't type in the __c; it will be added automatically. When you create a custom object in an API, you must include the __c in the fullName attribute. ...
sfdcfox's user avatar
  • 487k
2 votes

How to set default value in a checkbox field upon creation if that same checkbox in all records is set to false?

You can use a before save flow Go to Setup -> Home tab -> Flows in quick search Create a new Flow. Select Record-Triggered Flow. Specify your object name, set Trigger the Flow When: A record is ...
Jack Veromeev's user avatar
2 votes

I added Notes and Attachments in Related Lists of Opportunity still I am not able to see them in lightning but I can see them in classic?

Classic notes and attachments are not available in Lightning. You instead need to use Files and Enhanced Notes. You can read more about migrating data from the classic feature to the new features.
sfdcfox's user avatar
  • 487k
2 votes

Refresh Email template -Transactional Journey

I could see a few routes that could be used here: #1: You might want to consider about using reference content block in the email. This content block type will reflect the change to the journey ...
Duc Le's user avatar
  • 3,083
1 vote

changing master details to lookup field in salesforce

Unmanaged Packages cannot update existing metadata, and cannot be upgraded later. Any attempt to install an Unmanaged Package that has components with the same name in an org will automatically fail. ...
sfdcfox's user avatar
  • 487k
1 vote

Does 'View all data' permission in salesforce give users access to private reports of another user?

No, it does not. Report and Dashboard Folders says: The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. There are no direct ...
sfdcfox's user avatar
  • 487k
1 vote
Accepted

How many LookUp and Master Detail Relationships we can create on a single object?

The old default used to be 25, and you'll likely still find older articles and such that describe this limit. This was increased to 40 at some point. However, an organization can request more by ...
sfdcfox's user avatar
  • 487k
1 vote
Accepted

Advanced lookup filter logic on Opportunity

If your Account OWD is public, then you can't do it. If the OWD is private, then you don't need a lookup filter because the system automatically allows access to your team accounts.
David Cheng's user avatar
  • 7,068
1 vote

Creating Custom Object__c

I dont think when we Create custom we need to add __c to the Object, After we create the Object i.e after saving, SF automatically appends __c to that Object When creating a custom Object you just ...
Aman Patil's user avatar
1 vote

List Button not showing at top of List View for Custom Object in Lightning

What solved this for me is editing the details of your object to Allow Search. List View Button Layout showed up immediately.
Casey Ervin's user avatar
1 vote

How to set default value in a checkbox field upon creation if that same checkbox in all records is set to false?

I can only think on using screen flows or custom lightning components the standard creation tool cannot do these queries to check this logic.
KarlLivesey's user avatar
1 vote
Accepted

Make Global Action Layout field required only for certain users

I don't think Salesforce provides an out-of-the-box way to directly make fields required for certain users in a Global Action Layout. To achieve this functionality, you can consider using a ...
NedlaV's user avatar
  • 88
1 vote

Make the Lead- Company field as unrequired

According to the article found here You can remove the required field by enabling Person Accounts from Setup. But, please read the article linked above and understand what it does and means when you ...
prem22's user avatar
  • 632
1 vote

Error: Incorrect parameter type for TEXT. Expected Number, Date, DateTime, received Picklist

as mentioned below the formula editor box: Use formula syntax: Enclose text and picklist value API names in double quotes : ("the_text"). You can use this in your formula box. "$User....
prem22's user avatar
  • 632
1 vote

Create a dynamic sender profile from an Ampscript variable that has been set in the email

The Sender Profile is indeed evaluated before email content, meaning an ampscript statement in the email is "too late". One thing you can use to define variables "before" the ...
Jonas Lamberty's user avatar
1 vote

Dynamic actions support for order object

Adding this as an answer as suggested, but as of Summer '23 Dynamic Actions are only supported for Desktop of Standard Objects. Given this restriction doesn't apply on Custom Objects, this may change ...
Callum MacErlich's user avatar
1 vote
Accepted

Org Migration - Behaviour of batch jobs during downtime

Ongoing activities will be paused prior to the instance refresh and resumed following the instance refresh. Activities scheduled during the instance refresh will start following the completion of the ...
Vinay's user avatar
  • 3,260
1 vote

Salesforce formula field on Activity object to capture when the Activity was completed

Formula fields never only calculate the value once. The "recalculates every time a user loads the page" bit is exactly what formula fields are meant to do. If you want to capture a ...
Derek F's user avatar
  • 61k
1 vote

Prevent Apex Exception Mail

There is no documented way to stop flow exception emails but you can limit them to User who last modified the Process or Flow. This setting can be found in - Setup -> Process Automation -> ...
Rohit's user avatar
  • 1,734

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