Category: Configuration

Config Tips – Inactive user dashboards

In my project, I had to troubleshoot a dashboard that was running as the previous admin and needed to find other dashboards that needed updating. Below are some queries I used in Workbench or Dev Console to identify the dashboards that required updating, sharing it for future use. Query for all Dashboards running as Inactive …

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Permanent link to this article: https://salesforcebuddy.com/2020/12/config-tips-inactive-user-dashboards/

Delete Record using Flow

There will be times when you may need to delete a record from Process Builder flows. Business Problem We have a shopping cart which was created by the user. For any cart ( and cart items) which are not checked out, they will be lying in the system and will not be easy to identify …

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Permanent link to this article: https://salesforcebuddy.com/2020/04/delete-record-from-flow/

Salesforce – Spanning Relationships

Each Object in Salesforce is allowed to have upto 15 unique relationships with other objects. Objects can be related to other objects using a relationship field. When objects are related to each other, user can create formulas that reference fields on the other object. For instance: You have a custom object called MyObject1 You have …

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Permanent link to this article: https://salesforcebuddy.com/2019/01/salesforce-spanning-relationships/