Use Flow Builder to Create a Roll Up Summary Field shares how to calculated related records without using the “Roll Up Summary” field type. It’s useful especially when the two objects don’t have a parent-child relationship.
But this video doesn’t work for deleted records, the process will be triggered only when a child record is created or edited. You need to change the counting criteria, business process, and object permission.
I have applied a Salesforce Developer org to learn and test. But there is no easy way to reset to default configurations, it seems to delete the current and apply a new one is the easiest solution.
Continue reading “Delete Your Salesforce Developer Org” →
Here are some tips I experience while customize Buttons, Links, and Actions on Salesforce.com. I will put related tips/notes here.
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To integrate Google Forms and Salesforce.com, I choose to use POST method to send data from Sheets to Web to Any and let it do the rest of everything. It provides more security than the building-in W2L by assigning a pageToken to every web form it generates. If a post doesn’t contains pageToken, it simply returns HTTP Error 400 Bad request.
Continue reading “Integrated Google Form and Salesforce Through Google Sheet and WebToAny” →
I want to simplify simulating W2L on custom objects and choose Web to Any. There are many manual configurations after installation. After reading Web to Any Administrator Guide and testing, here are my shared notes.
Continue reading “Web to Any: My Missing Manual” →
Dupe Eliminator is provided by Salesforce Labs without official support. It may find and merge duplicate standard and custom objects.
Although it’s easy to install, I need to manually modify Visualforce page security and object permission in profile for user accounts with a custom profile. Continue reading “Salesforce Dupe Eliminator: My Missing Manual” →
I want to customize an object making certain fields only available while creating. After creation, you need to click on a button to edit or view hidden data. Therefore, customized edit and view Visualforce pages.
Continue reading “Create Custom Visualforce Page to Replace Default” →
I need to work with many non-English letters and encounter some issues with Data Loader and Workbench from Salesforce.com. Therefore, I create this post to keep related notes.
Continue reading “Salesforce Data Loader and Workbench.Developerforce.com: My Missing Manual” →
To remove record type in Chatter Free and Chatter Moderate User, it’s not that straight forward because there is no Object Settings in Profile Overview. You need to hack URL.
Continue reading “Remove Object ReordType in Chatter Free and Moderator User” →