Blogs
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Query Territories Assigned to Account or Lead in Salesforce
Introduction Sometimes it may beed needed to query Territories assigned to Lead or Account. Solution Field Name Details AssociationCause Possible values are:Territory2AssignmentRule—Territory assignment rule associationTerritory2Manual—Manual association ObjectId Lookup Refers ToAccount or Lead SobjectType Account or Lead Territory2Id Territory Id
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Salesforce: Performing Bulk Updates From List View Using JavaScript
Previously, we talked about updating Salesforce using JavaScript from a button in a page layout. More recently, we encountered an issue regarding how to replicate this process for multiple records to perform a mass update from a list view. One option for mass updating records from a list view is through Inline Editing. You can…
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Convert A Salesforce ID From 15 Characters To 18 Characters Using An Excel Formula.
The CASESAFEID() function retrieves an 18-character ID from an original 15-character ID. The primary distinction is that the 15-character ID is case-sensitive, whereas the 18-character ID is case-insensitive. An issue can arise when using the 15-character ID in Excel for data analysis because Excel’s VLOOKUP() function is case-insensitive, leading to potential errors. Therefore, it’s preferable…