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Monthly Archives: October 2015

Tip# 15 – Matching Rule

27 Tuesday Oct 2015

Posted by Mani in Salesforce Configuration

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Tags

duplicate management, matching rule, matching rule criteria

Recently, I have got chance to work in Matching rule for Account, Contact and a custom object.
Have a look at these videos to get an introduction about Duplicate Management and Matching rules:
http://salesforce.vidyard.com/watch/PdYJPLbTqiI-kCXlWrr32w

Few points to note:

a. A matching rule can have only one lookup relationship field.
b. We cannot have a Date field in the matching criteria. Work around is to have a text field which has the date in text format and use it in the Matching Criteria. Suppose, you have a DOB field and to use it in the criteria, create a text field which will hold the date in text format. You can have a workflow to update this field when DOB is not empty(use TEXT() function).
c. We cannot have multi select field in the matching criteria.

Please let us know your comments.

P.S: When you use TEXT function, Dates are returned in the form of YYYY-MM-DD, that is, a four-digit year and two-digit month and day.

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Tip#14: Updating blank values using Data loader

17 Saturday Oct 2015

Posted by Mani in Salesforce administration, Salesforce Migration

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APEX Data loader, Data loader, Update null value

Recently, I had a requirement to update a field with NULL value using APEX Data loader.

There is a setting in Data Loader that allows for updating a field with a NULL value and it’s as follows:

1. Launch Data Loader
2. Select Settings
3. Check box – Insert Null Values.

Then, follow the below procedure:

1. Export the data – include id and Field that should be changed to blank.
2. Delete data contained in column that should be returned as NULL (no values).
3. Save new .csv with new name to avoid overwriting Data Export in Step 1 of this sample process.
4. Run Data Loader Update using new file with Blank values.

Sharing is fun!

Tip#13: Process Builder bulkified!

09 Friday Oct 2015

Posted by Mani in Salesforce Tips

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Tags

Bulkify process builder, Process builder bulkification, Salesforce Tips

I developed a process recently in Accounts object and when I did a mass update of account records(around 600+ records), I got an error saying Too many SOQL queries: 101. This is due to the reason that process builder is not bulkified. Good news is that from winter 16 release onwards, the chances of getting this error would be reduced as Salesforce made process builder to handle bulkification.

Release notes link: http://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/rn_forcecom_process_bulkification.htm#rn_forcecom_process_pb_bulkification.xml

Validating accounts

09 Friday Oct 2015

Posted by Mani in Salesforce Configuration

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Tags

Account Validation, Validate accounts

In this post, I will explain about Validating accounts in Salesforce and how I have implemented it using Process Builder.

Requirement:

Accounts need to be validated by Sales Manager(Office Manager) once the account is created by Sales Rep.
There should be 2 custom fields created: Validated(Checkbox) and Validated by(Lookup to User). Validated flag need to be editable only by Sales Manager, Validated by should be read only and auto populated by the system(with the user who is checking Validated checkbox).

Implementation:

I created the custom fields as mentioned above in Accounts Object.I have given view access to those fields at the profile level only for System admin, but in Sales Manager/Office Manager permission set, I have provided R/W access for Validated checkbox and Read access for Validated by fields.

Once the user tick the Validated flag, process will be called and it will update the lookup field Validated by. Screenshots are attached below:

Process

First step

Process should be called only when Validated flag is updated and ticked:

second step

Update Validated by field using Update Records action and update Validated by field using Reference with LastModifiedbyId field:
third step

If the Validated flag is unchecked, clear the Validated by field:
Fourth stepLast step

Also, we created a list view in Accounts object for the Sales Manager which will show all the accounts that are not validated.

Moreover, we have updated Validated flag to Y and Validated by to the Sales Manager user Id for all the existing account records by using Dataloader.io tool. We inactivated the process when we ran the update else process would throw the error “Too many SOQL queries: 101”. I have discussed about this error in the post https://getintosalesforce.wordpress.com/2015/10/09/tip13-process-builder-bulkfied/.

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