Go to Setup=>Customize=>Cases=>Fields. Now go to custom fields and relationships and Select New button. Now Choose field type as Formula. 0:51 3:18 How to Use a CASE function in Salesforce – YouTube YouTube Start of suggested clip End of suggested clip So coming over here and looking at the case uh or the formula editor … Read more
If you decide to use a CASE () function, which for a picklist is the easiest, use this syntax: CASE (Contract_Type__c, “contract type a”, number1, “contract type b”, number2, “contract type n”, number3, /*And so on and so forth until you don’t have or don’t want to put any more values*/ 0) 0:48 3:18 How … Read more
Uploading Files to Salesforce First, you’ll need to prepare the sheet where your files will be loaded from. … A new worksheet will be created containing an empty table that you can fill out with your file information: Fill out the table with the list of files you want to upload and click on Upload … Read more
Importing data from a CSV file into Salesforce is simple when following these steps: Prepare your CSV file for an import or update: The delimiter for field values in a row must be a comma. … Go over your object tab in your Salesforce instance and click on ‘Import’ for starting the import. Choose which … Read more
Click and drag the Source side file name field to both the Body field and the Name field in the Target side. … Next, you need to define the specific field within Salesforce that you want to upload to. … Optional: If you included other columns in your source CSV file, you should also map … Read more
Upgrade your Salesforce App to Lightning. Find the app needed to be upgraded and click on the down arrow at the end of the record. Select Upgrade. Review the app properties and update them if necessary. If you have custom Lightning Home pages assigned to profiles in your org, and the app you’re upgrading is … Read more
From Setup, in the Quick Find box, enter Release Updates , and then select Release Updates. On the Release Updates page, select an update. Get quick information about an update without leaving the home page by clicking View Details. How do I upgrade my Salesforce package? If the app you installed is not from a … Read more
Use the batch apex class for updating the records more than 10000. By using normal apex class it is not possible to update morethan 10000 records. Full Answer How to insert more than 10000 Records in Salesforce? use batch apex class, you are able to insert more than 10000 records easily. 2. And write one … Read more
Use the SalesforceRequest node to update records in the Salesforce system. About this task You can update Salesforce records by specifying Update in the Operation property of the SalesforceRequest node, and specifying the object type in the Salesforce object property. Update Leads Click Launch Wizard. Select Leads, then select Update existing records. Set Match Lead … Read more
How to update the converted lead ? Enable Create Audit Fields. Perform an export on your converted Leads with Data Loader. See Exporting Data for more details. Update the necessary values on the CSV export file from step 2 Use the Data Loader to delete the converted Leads that you exported in step 2 (map … Read more