Each tab in the spreadsheet refers to a specific area of Salesforce that can contribute to technical debt. Each area should be documented and then analysed to provide insight into where your Salesforce instance is healthy and where it is weighed down by technical debt. Full Answer How do we measure technical debt? 8 Metrics … Read more
With this data loader, you can mass update Salesforce records in two ways — either by uploading a ready made CSV file or, if the records for updating can be received from Salesforce itself, by selecting Salesforce as source and target and setting the needed filters. Full Answer How do I mass update data in … Read more
How do I mass update existing contacts in Salesforce? If you’re mass updating existing contacts, for example, you’ll need the unique RecordID of each contact in Salesforce. When you have your data ready, create a template in a spreadsheet for the particular object you want to update, including every required field in the object. How … Read more
Go to your Activities views or the Tasks Object in the App Launcher. Select the activities list view you want to update. Click Mass Update. The fields you are able to update will all appear on this page.Feb 20, 2019 How to create a mass update task in Salesforce? Go to App Setup | Customize … Read more
The ability to Update (mass move reports) based off queried results is critical. This is currently not possible in Salesforce, Dataloader, or Eclipse IDE. Please revisit this functionality ASAP. Thanks! 4 views Kate Lloyd (Customer) June 21, 2017 at 9:26 AM You can move individual reports or dashboards between folders and subfolders in Lightning Experience. … Read more
The mass emailing feature is now available in the Lightning environment with great features, which was earlier available in the Classic environment. Mass Emails are renamed as List Emails by Salesforce.Jan 13, 2022 How can you send mass email in Salesforce? How to Send Mass Email in Salesforce First, you must choose the type of … Read more
Although Salesforce CPQ doesn’t support changing the price of existing subscriptions, you can use new or discounted prices for new subscriptions. In fact, Salesforce CPQ supports automatically switching to a new price book when you amend contracts. Question: How to update prices for products that might be in one price book or multiple price books. … Read more
Can I mass upload data into Salesforce? Can I mass upload data into Salesforce? The Salesforce Technology team is aware of the issue impacting the Marketing Cloud Intelligence (f.k.a Datorama). During this time, customers can’t create, view, and manage their cases within the Help portal.Please contact 1-800-NO-SOFTWARE for immediate assistance. How do I attach files … Read more
Modify multiple Accounts and Contacts simultaneously by creating an update file and importing it to your organization with the Data Import Wizard. Note: If you have Accounts or Contacts with the same name, the import may update the incorrect record. How do I mass update existing contacts in Salesforce? If you’re mass updating existing contacts, … Read more
What is a map in Salesforce? A Map is a collection of Key-Value pairs where each unique key maps to a single value. Keys and values can be any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types. How do I write a soql query in Salesforce apex? Write SOQL queries in Apex. … Read more