Migrate from one customized Salesforce org to another Other customizations for the target instance include record types, page layouts, etc. Develop sharing models to accommodate new user groups if necessary: Profiles, Roles and Sharing Rules Review ownership rules Ensure all required data points and fields form the source org are captured in the target Test … Read more
Select Show all Salesforce Objects (to make sure you see all objects). 5. Select Email Template (EmailTemplate).…To export email templates using Data Loader Open Data Loader. … Click Export or Export All. Login with either OAuth or Password Authentication. Can you import email templates in Salesforce? There is no import for email templates. You simply … Read more
How to Migrate Salesforce Classic to Lightning?– Steps to Migration Step 1: Salesforce Classic to Lightning Migration Buy-In. First, you must obtain buy-in not only from management but… Step 2: Lightning Experience Readiness Check. The Readiness Exam Salesforce Report analyses your organization and how it… Step 3: Optimizer Report. Once you understand how the… More … Read more
How to move attachments from one salesforce org to another ? Create attachments.csv file (the name of the file is unimportant) with the following column headers: ParentId – ID of… ParentId – ID of the record to which the attachment should be associated Name – Name of the attachment ContentType – Format of the extension … Read more
Go the Reports tab, click New Report . Select the Accounts Report type. Change the Report to a Joined Report format type : Add or amend the filters for the Account report. This is your baseline and will determine what data the other report blocks will pull in. Add a Report Block Select the Cases … Read more
Merging opportunities in Salesforce – step by step. The process of merging opportunities in Salesforce is not available out of the box, for that you will need to install the dedup-manager app in your … Use the following link to install the app: https://www.zaapit.com/page/Install-apps. Once the setup is done go to the dedup-manager app in … Read more
How Does the Salesforce Merge Leads Tool Function? First you need to find duplicates in the Salesforce CRM data and this can be done by running the “Find Duplicate” function. … After you have checked the duplicate records, click the Merge Leads button. In the next screen keep the following ideas in consideration: If one … Read more
Merging Contacts The Salesforce Admin can get to the merge Contacts page from the Related List on the Account record [either hover over the Contacts Related List then click Merge Contacts or click the Contacts Related List and click Merge Contacts]. From here, the process is the same as when merging Account records.Sep 14, 2016 … Read more
Open the Accounts home screen At the bottom of the accounts home screen under Tools, click on Merge Accounts Use the the tool to locate the duplicate records. The list of potential duplicates is displayed. Check the records you wish to merge. You can merge two or more records using the tool. Click Next For … Read more
Step 1: At the first step, click on the “Accounts” tab then select the “merge accounts” option in the tool section. Step 2: Now, there is a search string to find the duplicate contacts in the Salesforce. Wildcards are allowed so you can… Step 3: Select maximum up to three results that you want to … Read more