I am going to attend the Admin certification exam this week and wanted to know from someone who attended this exam recently, if there are questions concerning Lightning Vs. Classic edition?
I understood that the questions that are asked are relevant to classic edition only, but I wanted to make sure that this fact is indeed correct and hasn't changed.
Please check following study guide for salesforce adminstrator exam
Some of my colleagues recently appeared for exam and there was no question related to Lightning Vs Classic. And as per above 2 links as well, its not part of administrator exam.
Good luck for exam. :)
Hi, this seems to be a very basic question but one I haven't found an answer to.
When making an email send from Marketing Cloud, the tracking results are not shown in Sales Cloud.
More specifically, the send is not shown in Sales Cloud's "Email Sends" and there are also no Individual Email Results created.
We are using Marketing Cloud Connect v5 and the Marketing Cloud user is integrated. We are sending with the Send Flow method and the option "Send Tracking Results to Sales Cloud" is enabled in send settings. Sales Cloud is using Person Accounts.
I took over operations at my org recently and the data model is a mess. There are tons of objects that are not used and there have been fields created here and there that are abandoned, not set up properly or partially populated a long time ago. Just to give you an idea, for leads there are almost 30 standard objects, but 80+ custom objects, but on contacts, 30 standard and 47 custom objects. On accounts we have 24 standard and 35 custom fields, with barely any validations and there are definitely missing relationships between objects.
What do I need?
Now, to start an overhaul I want to get a view of the big picture - list all objects, bucket them in "used", "will probably delete" and "have to investigate". Due to the high number of custom fields and messed up or missing relationships I am looking for a way to use Schema Builder on steroids - I need to be able to see the all objects with their full list of elements (Schema Builder allows you to see a full list only when you click Show more if the list is longer, which is the case with most objects I deal with), differentiate system, standard and custom, display both element names and element labels ideally, show all elements and distinguish between custom and standard, show which fields are mandatory, what the field types are, what the relationship between a specific field and fields from other objects is (lookup and master record relationships), tell managed packages apart (since I need to get rid of a bunch of those too). The bolded bits aren't possible in Schema Builder.
What did I try?
I did try to use the only really usable related plug-in/app ERD Tool https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003KNErEAO&tab=r but I need to work with at least 6 objects to start with, 11 would be the expanded bunch I really need to evaluate for the job to be complete and this tool is cumbersome in the way it visualizes it, has no way to save them, has no way to print them and does not use the naming that SFDC gives objects which makes it even harder to work with as I have to examine each Standard Object I'm granting it access to. It also doesn't fulfill most of the features Schema Builder now has.
I also managed to use SchemaPuker to get the PostgreSQL Schema Output for our Salesforce ERD. The problem is - where do I plug this in? I tried to use LucidChart, but when I dump 6 objects on it makes it impossible to work with already, not to mention that most of the things Schema Builder does are lost in the process and I'd have to reinvent them, so an inconvenient UI is a dealbreaker. I read that I could use a Visio export from LucidChart but hit a wall with actually getting access to that. First I use a Mac and Visio by MSFT is available on the web only for viewing, not to mention that my org doesn't seem to have a VIsio license.
Can anyone help? If I don't have this foundation it would take me significantly more time to nail down the areas I want to improve and prioritize.
Since you have so many fields it may not be a good idea to depend on any visual tools.
If you an excel person, you can look dumping all your objects, fields into an excel and analyse them one by one.
Tools and Ways to fetch metadata into an excel...
You can run this from workbench and export as CSV
Here is a sample query that can give you a list of fields on the account object.
where EntityDefinition.QualifiedApiName = 'Account'
To get a list of objects (entities) you can use this SOQL
SELECT DeveloperName,DurableId,Id,QualifiedApiName,RunningUserEntityAccessId FROM EntityDefinition limit 100
select id from ValidationRule - list of all validation rules (doesn't work from workbench) but can try from query editor in developer console (Enable Tooling API checkbox)
Workbench gives u a list of all metadata components but cannot downloaded i guess.
If you manage to make use of this and create some smart excel templates please do share with the wider community will be handy .
There are other ways to get metadata but i feel for the type of review you want to perform and cleanup excel is better ., you can easily add some columns to mark which fields you want to remove, which are retained etc..
Does anyone have experience of masking sensitive data in a sandbox?
Our organisation holds lots of sensitive data, specifically in the Account/Contact objects. We alos use multi sandboxes for development, and as a security step, would like to mask (de-sensitise) selected fields once we have refreshed our sandboxes from production. This refresh task would likely take place at regular intervals.
On doing a few web searches, I can't find as much info on this type of work as I would have expected. The only two solutions I can see at the moment are :
- Informatica Cloud data masking
Any advice/guidance greatly appreciated, thanks.
This is standard feature can can't be stopped.
There is an idea posted you can vote.
Once a task is created and assigned to a single user , you cannot go back to it and assign it to multiple users. Multiple users will not show up. It shows up only when you create a task.
Little more detail: Salesforce does not actually assign a single task to mutiple users when you assign it to group, in fact there are individual tasks created for every member present in that group. So multiple users assignment does not work on edits.
Label: # of Times Fulfilled This Period
Data Type: Roll-Up:COUNT
IF(SA.FDS_Statement_Date = NULL, TRUE,
IF( Service_Fulfilment.Create Date - SA.FDS_Statement_Date >
IF(OR(MOD( YEAR( TODAY()), 400 ) = 0, AND( MOD( YEAR( TODAY()), 4 ) = 0, MOD( YEAR( TODAY()), 100 ) != 0 )),366,365)
But upon trying to create the field, it doesn't seems to give me option on how to using formula as a criteria, instead it gives me this.
I have a need to produce a report that does a record count summary, but only where the record is unique (e.g. if there are multiple entries for the same record, only count them as one).
To expand a little. Assume I am trying to count how many cases per client each support team member has handled. I can run the report, group it by support team member and show all the cases logged against each team member. From this, I can do a record count, so this shows me how many cases have been logged. But, what I also want to do is calculate how many clients they relate to.
Make sense? Look at the following example:
Support Person: Fred Jones
Cases for Fred Jones:
Acme Ltd | Case A
Smith Plc | Case B
FJ Holdings | Case C
Acme Ltd | Case D
Acme Ltd | Case E
Smith Plc | Case F
So, what I'm looking for is two summary figures:
Total cases = 6
Total clients = 3 (e.g. Acme Ltd, Smith Plc and FJ Holdings)
Hopefully, I've made enough sense.
Is this possible?
Field Name: whatever you want
Result: Number,0 decimal
Formula: 1 (that's it, just a number 1)
now add these custom fields to your report and Summarize(Sum) them. You'll get the count of distinct records for each object.
First off, thanks to all who read and respond to my questions. I really appreciate the help!
My latest question has to do with blocking specific emails from becoming leads. Is there an easy way to do this within SFDC? Maybe this is better handled at the email server level, but I don't have responsibility for it and would like the ability to control it within SFDC.
There are two things you can try.
1. Create a validation rule on Lead Email and prevent to save record if Email field contains specific emails. This validation rule will error out new leads with blocked emails.
2. Ask your developer to run a batch process which runs every hour and delete any leads created with blocked Emails.
I hope this help.