How does a merge operation happen in Salesforce? In Salesforce, you can merge records without writing any code. You simply use the “Merge” button on Leads, Accounts, Contacts – people usually use this to combine two duplicate records into one. The merge statement in Apex simply opens up this same functionality in code! How do … Read more
Process : Step1: First we get JSON data from REST API. Or if you already have then you can you this. Step2: Go to JSON2Apex Converter and paste the JSON data. Step3: Create this apex class in Org and Use for parse the data. JSON2Apex.cls: GetZoneData.cls : Jan 18, 2022 What is JSON parsing in … Read more
How to Organise Your Study Notes and Keep on Top of Them Step 1: Take an Inventory. First things first you’ll have to collect all the study notes you have so far and take… Step 2: Plan Your Cycles. Planning what steps you’ll take next can be tough. In some cases all you’ll need to … Read more
Where do you store notes in Salesforce? Manage Notes from the Notes Home Page The Notes home page is the place where users can see and manage all of their notes, whether they’re related to records or not. How do I write notes in Salesforce? From Setup, select Enable Notes on the Notes Settings page. … Read more
There are only two ways a record can be unlocked that is locked by the approval process. 1) The ‘Final Approval Action’ of the process does have the feature to unlock a record. 2) A button labeled ‘Unlock record’ will be visible (only)to system administrators and only they can unlock a record locked by an … Read more
You can migrate data by importing or inserting records from another Salesforce legacy source organization or other external source into a new target organization. It’s important to import object data in a particular order to maintain record relationships. Full Answer How to migrate data from one Salesforce organization to another? You can migrate data by … Read more
Merge Duplicate Contacts in Salesforce Classic From the Contacts related list of an account, click Merge Contacts. Select up to three contacts to merge. … Select one contact as the master record. If your organization uses a partner or customer portal, you can select which record you want to retain as the portal user. More … Read more
How do I merge contacts in Salesforce? Find and select Contact Merge through the App Launcher ( ). Click Search Contacts to find contacts you would like to merge. … Enter the name of the duplicate contact in the search bar, then click Search. … In the Found Contacts list, select the contacts to merge. … Read more
To measure integrated marketing efforts, you not only have to measure against objectives, you have to measure iteratively as the campaign progresses. This helps you adjust and refine linked tactics, making them more powerful as you move forward. Once again, the strategies never change – that’s what keeps you focused on the end goal. Full … Read more
Enable Activities Tab: Click on “+” (right most tab) | ‘Customize My Tabs’ | Add the Activities Tab. Add “Mass Update Task” button to Activities list view: Go to Customize | Activities | Activity Search Layouts | Activities List View | Edit the view | Add … To create multiple tasks for multiple records, add … Read more