Einstein Hub SalesForce Guide

You can navigate from Setup -> Monitoring -> Schduled Jobs https://help.salesforce.com/articleView?id=sf.data_monitoring_jobs.htm&type=5 Also you can use below query to get list of scheduled jobs. SELECT Id, CronJobDetail.Id, CronJobDetail.Name, CronJobDetail.JobType FROM CronTrigger Full Answer How to manage scheduled jobs in Salesforce? Go to setup->monitor->jobs->scheduled jobs, and you’ll see a list of all scheduled jobs. For apex classes … Read more

Use full name of folders to find reports (listMetadata () call, ListMetadataQuery.folder = full name of folder, ListMetadataQuery.type_x = ‘Report’) Use list of report full names to get report metadata – call readMetadata () for type ‘Report’ In the result array you will find property reportType for each item. Full Answer How do I create … Read more

I can get them by running the following query SELECT Name, SobjectType, IsPersonType FROM RecordType WHERE SobjectType=’Account‘ AND IsPersonType=True or by doing public Id personRECORDTYPEID = Schema.SObjectType.Account.getRecordTypeInfosByName ().get (‘PersonType‘).getRecordTypeId (); Full Answer What are person accounts in Salesforce? The Salesforce definition for Person Accounts is: “Person Accounts store information about individual people by combining certain … Read more

You can use OpportunityLineItem to traverse from Opportunity to PricebookEntry and Product.. something like this query : SELECT Id, Name, Account.Name, (SELECT Quantity, UnitPrice, TotalPrice, PricebookEntry.Name, PricebookEntry.Product2.Family FROM OpportunityLineItems) FROM Opportunity WHERE Id = :YourOppId Full Answer How to query opportunities in Salesforce Stack Exchange? Therefore, you can’t query opportunities, with quotes and quote line … Read more

You can use the existing LastModifiedDate or SystemModStamp fields in your SOQL query (See System Fields). The LAST_N_DAYS or TODAY date literals may be useful. Otherwise you can use a specific calculated UTC Date time value.Nov 21, 2014 How to get last modified date of an employee in Salesforce? You can fetch the lastmodified date … Read more

Use a SOQL query to retrieve files stored in Salesforce when launching a Composer button. To leverage a SOQL query that retrieves files stored in Salesforce, create a Conga Query record with the syntax below. SELECT ContentDocument.id FROM ContentDocumentLink WHERE LinkedEntityId = ‘ {pv0}’ Full Answer How to query all files in an Org in … Read more

Methods to Query deleted records in Salesforce Method 1: Accessing via REST API Method 2: Accessing via SOAP API Method 3: Accessing via APEX If you have access to Salesforce Workbench, you can Query Deleted Records in Salesforce by just enabling the ‘Include Deleted and Archived Records’.Aug 26, 2021 Full Answer How to find deleted … Read more

Configuring a Salesforce Query Activity Enter a Name and Select Objects In this step, you provide a name for the activity and select the object (s) to be queried. … Select Fields and Create Conditions In this step, you create the query statement, either automatically by selecting fields and specifying conditions, or manually by directly … Read more

To begin pulling a report in Salesforce, click the reports tab located on the blue bar at the top of the screen. … Next, click “New Report” and then choose the report type you wish to pull. Be sure to evaluate all possible report types when pulling a report. … Once you choose the report … Read more

Salesforce Classic Click on your name from the top-right header menu Choose My Settings from the list Select Personal from the left-hand menu Select Grant Account Login Access from the Personal sub-menu Find CRM Team Global Limited Support in the list of organizations to provide access to In the picklist on the same line, select … Read more