You have list of data with record Ids in excel and want to perform a quick look up to find similar records ids from two separate data sheets. You think you can use VLOOKUP OR any other LOOKUP function to do it.
I’m afraid not. Though in Salesforce these IDs are case-sensitive but this might not be the case in EXCEL. For e.g., You have a lead record with record ID as “00Q1400001LJiMf” and there is another lead record with ID as “00Q1400001LJiMF”. Please note that red highlighted letter “f” in both the records. In salesforce these two are separate entities but when you perform a VLOOKUP on these two records IDs, Excel will read these two as same. This can mess up your reporting/analysis.
Now, how we can make these IDs as case-sensitive. Just use the below formula:
where # is the cell which contains the Salesforce Id.
Hope this helps!!
Some time back I was working on a simple request where my user asked me create some tasks for few users. This was a very simple request but when I was done creating these tasks through data loader. My user requested for an additional requirement. She wanted to send the email notification to inform the users that they have been assigned a task(s). Now this was a bit challenge for me at the first time as tasks were already created in SFDC and as of now we cannot send mass notification on activities to users when already created in SFDC.
But then I remembered, one trick (actually not a trick but a salesforce setting) that did the work.
With the help of this option one can change the default setting for the Send Notification Email checkbox for Tasks. This option is known as “Make this the default setting.”. This default setting will apply to all Task creation/edit pages under all objects and related lists throughout the application, and can be changed back the next time a non-default value is selected. For example, if you select “false” as the default, the next time you select “true” for the checkbox, you should be prompted with the “make this default setting” option again to make the “true” value the default if desired.
To activate it, one can follow the below steps:
- Go to the Home Tab (OR you can open any existing tasks and Click “Edit”, skip step 2 and start with step 3)
- Click the New button under My Tasks.
- Click the “Send Notification Email” checkbox to either add or remove the check.
- Click on the “Make this the default setting.” checkbox, that appears under “Send Notification Email“, to insert a check.
- Save Task
Now, when you edit/create any task OR Mass Edit/Insert activities (Tasks), email notification will be send to the owner of that task(s).
Note that: In case you don’t want to send email notifications on the tasks any more, just follow the steps above and Uncheck “Send Notification Email“, and then click on “Make this the default setting.” checkbox. This will make sure the “Send Notification Email” is unchecked by default and users are not receiving any email notifications anymore.
NOTE: This default setting will apply to all Task creation/edit pages for all objects and related lists throughout the salesforce instance, but can be changed back the next time a non-default value is selected. For example, if you select “false” as the default, the next time you select “true” for the checkbox, you should be prompted with the “make this default setting” option again to make the “true” value the default if desired.
Hello Everyone, today I’m listing few salesforce applications that I normally used in my day-to-day work. (Note that: these applications are available on Salesforce marketplace – Appexchange. I don’t personally promote them. I’m just another happy user who is using these to increase his work efficiency :-))
- Field Dependency Finder ( https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5ekWEAR ) My personal favourite – this application will help you to check the dependencies of the custom field(s)
- Metadata Glimpser: Org to Org Metadata Viewer: ( https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5HSYEA3 ) With the help of Metadata Glimpser, you can easily see the differences between two salesforce orgs including apex classes, trigger, vf pages etc.
- Perm Comparator: (https://perm-comparator.herokuapp.com/ ) Another great tool and favourite of mine – This tool (By John Brock) provides a graphical interface for comparing users, profiles, and permission sets. Just sign in with your production org or sand sandbox org credentials and start comparisons. Superb way to check redundant permissions.
- User Field History Tracking: ( https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4Dz0EAF ) Another favorite of mine – With this application I can easily track field history on user object.
- Synoptic View: ( https://appexchange.salesforce.com/listingDetail?listingId=a0N30000007pryBEAQ ) With Synoptic View – one can get a graphical view of account hierarchy and contact org chart.
- Object Converter-3.0: ( https://appexchange.salesforce.com/apex/listingDetail?listingId=a0N30000003JeOiEAK ) You can convert any standard or custom object to one or more standard or custom objects with a single click of button or link using Object Converter.
- Layout Page: ( https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wZkUEAU ) Another great one!!! You can easily convert any salesforce page layout whether a standard or custom into a Visualforce page in just three steps.
Hope these applications help you guys to manage your salesforce in a better way, just the way they have helped me.