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Entries Tagged as 'formula'

Rollup Picklists to Master Object [no Apex required]

November 10th, 2009 · No Comments · Tips & Tricks

How can you translate text from a related list into a field on your master object?

Magic.  Pure and simple.  That, and formulas.  Lots of formulas.  We’ll call it Formula Magic.
This works by assigning each entry within the picklist to a range of digits, using a roll-up summary formula to compile the totals, and then [...]

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Batch find and replace Salesforce fields using Excel [Tips & Tricks]

August 6th, 2009 · 2 Comments · Tips & Tricks

 
Problem
Recently I needed to migrate opportunities from our legacy system into Salesforce.  Being no stranger to the data loader, this is normally not a problem.  The tricky part was that the opportunity needed to be linked to an external ID field on the account instead of the account ID, which cannot be accomplished with the [...]

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Customization

October 9th, 2008 · 6 Comments · Certified Administrator

Describe a Profile
Profiles are primarily used to control the permissions for a user- see below.
Explain what a Profile controls

Tabs shown (Default On, Default Off, Hidden)
IP restrictions (Enterprise+)
Object-level security
Field-level security
Login hours
Apex/VF pages accessible
Console layout
Selectable applications (sales, call center, etc.)
Administrative & General User permissions (modify all data, run apex, [...]

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