Home Technology Some Handy Tips and Tricks for Salesforce Admins

Some Handy Tips and Tricks for Salesforce Admins

You may find this title dramatic as you know many things about Salesforce already. However, it is a fact that you may not know everything when it comes to Salesforce as it a vast platform. Here in this article, let us explore some of the Salesforce tricks which are largely unknown. Every Salesforce user’s requirements may be unique, so you need to be very careful in choosing the right approaches to fit your needs.

Salesforce is the No.1 CRM platform, which comes with many custom features for the developers and admins. However, it may be a bit humiliating for a beginner to learn all these to start working on this platform. Salesforce Trails are the ideal resources for beginners to make Salesforce learning fun and rewarding. For Salesforce developers and administrators, it is important to know many of these smart techniques to work on the Salesforce platform and ways to leverage Salesforce features’ benefits.

Autonumbering

There is a myth about the auto number field that these may only contain the generated numbers on their own. However, the truth is that you can jam anything you want. You can change the field types of any field from auto numbering to text or back from text to auto-number. You can also change the auto number to text temporarily so that you may modify some of these numbers which had been assigned previously.

One can also change it back to the auto-number when needed to continue assigning numbers to new records. You may also allow migrated data to retain the assigned numbers in the previous course. If you have to typeset anything other than auto numbering, then records will be created without automatically assigned.

Changing the user email id sans sending a confirmation request

By default, when you are changing the email address on user records, an email will be sent to the new value by requesting the user to confirm the change. Only when the confirmation link is clicked, the change will get reflected on Salesforce. This will happen regardless of how you update your email address manually or through API etc. However, if you change the email address and then check the ‘generate password’ and ‘notify user’ checkbox, then the email address will get committed right away without the need for any confirmation.

The catch here is that the user gets a new password, so it is not better in some scenarios. As you know how it works, you may tell a user that their username in the sandbox is changed and to use whatever password they are using in production when the sandbox is refreshed. They may remember it and ask you to reset it. So, you need to explain that they need to confirm the change to the email first. Flosum points out that you can update email and get the new password assigned to them, all at one shot. Once on starting to explore it, you will get a better understanding of how it behaves.

Mass email activity

In standard cases, you send mass emails to the leads or the contacts and then select the option to store each mail activity. Once this is done, you can check out the activity history on any recipients to see that the subject line is mass email. The column in there will let you know that something is meant to be there, but it did not quite happen. The secret here is that the activity store may flag the description of the mail template you sent. This is strange, so you need to give your email templates a description before sending mass emails.

ID growth formula

This is an old-type tip, but a good one. Salesforce will all record a character ID with 18 characters in length, but sometimes my hop only has 15 characters. This is primarily because if you work on sensitive systems, the first 15 characters are enough to be a unique ID. But if you have the last 3 characters, even if you ignore the case, ID remains unique. The cool part here is that you have a 15-character ID, and then you will create the last 3 characters to compose an 18-character ID.

Secret tab trick

It is another neat trick that, as you know, while you create any custom object, you may easily create custom tabs that will let you manage the records in an object. However, it turns out to be that you do this even if you have not created any tab. All you need to do is go to the URL bar and after the ‘.com,’ ender 3-character prefix of the object. This prefix is very easy to find, and it is the first three characters in the ID of the record in an object. If you do this, you will be on a secret tab that you cannot navigate otherwise.

Even though you use all these tricks and tips for Salesforce, for your Salesforce platform to work most effectively, one needs to have a system in place for clean up too. You should standardize, clean up, and optimize your data. There are many solutions available for data management to capture, protect, clean, and enrich all of your data inside the cells or in real-time. You can rely on cloud-based technologies to make it easier to do the entire database in a matter of seconds and also prevent more duplicates from entering the database.

However, it would help if you were very careful while choosing cloud-based solutions as there are plenty of nonreliable platforms too available out there. Take some time to determine which will suit your needs and select accordingly. It is vital to select the right to get the best results. 

For this, you need to do a thorough assessment to compare their reliability and security features to choose the best available cloud platforms for Salesforce data manipulation. As data is the most important asset for any modern-day business organization, you have to be very careful about your enterprise data’s security and confidentiality.

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