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How to Change the Record Type based on a Field Value?

May 23, 2024By 0 Comments

Lets directly dive into the problem. This article is purely about changing the record type in a Salesforce Object based on a field value. We are going to take the example of Case Object and a Picklist field.   Problem Statement Let us take a “Case” object and look at...

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Steps to integrate Postman with Salesforce:

May 21, 2024By 0 Comments

Create a connected app in Salesforce. This will generate a client ID and client secret that you will need to authenticate Postman to Salesforce. To create a connected app, go to Setup > App Manager > Create a new Connected App. Give the app a name and enable the...

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Solving Time Display Problems or Formats in Salesforce: A Simple Guide

May 15, 2024By 0 Comments

  2 Step method to format Time (HH:MM:SS) in Salesforce using VisualForce Page (without Controller class or Methods) After much research on the internet, we gave up searching for articles to help with Time/Date formatting In Salesforce. Our internal team put its time together on the whiteboard and arrived...

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How to Change the Mass Ownership of Records in Salesforce Using Data Loader?

April 23, 2024By 0 Comments

Changing ownership of multiple records in Salesforce can be a tricky task, especially when you encounter errors like “All accounts must have the same current owner and new owner.” This blog will guide you through a smart workaround to overcome this hurdle and successfully update ownership for multiple records...

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How to create a Queue in Salesforce?

November 8, 2023By 0 Comments

Queue in Salesforce can be created for various purposes. Most of the objects in Salesforce support Queues; Users or Groups can be assigned to queues. For E.g. In Salesforce you can not only create a Queue but also Auto assign new Leads to a particular queue or user as...

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How to Auto assign a new Lead to Queue or User in Salesforce?

November 8, 2023By 0 Comments

There are various  Lead assignment options available in Salesforce. In this Article we are going to use (1) Round Robin method, where we are going to use a bit of coding and (2) Assigning Leads to Queue or User without coding. 1) Round Robin method: To auto-assign new Leads...

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