Below are 10 things i wish i would have known on day 1 as a Salesforce Admin. Most of these i learned the hard way so hopefully you won't have to : )
- The ability to rename standard objects and fields. Yes, you can do this! rename "Accounts" to "Organizations", rename "Cases" to "Help Requests", whatever fits your business needs.
- Formula compile size includes referenced formula fields. So if you reference other formula fields in a formula, the compile size is cumulative, often exceeding the 5000 character limit if you are working with a complex formula. Here are some tips on how to reduce your formula size when you run into this: https://help.salesforce.com/help/pdfs/en/salesforce_formula_size_tipsheet.pdf
- When testing time based workflow you can look into the queue to see if it is working. It took me a while to find this when i first started:
- You CANNOT set up an email alert as a workflow action for Tasks or Events (Activities). You can vote for the idea here: https://success.salesforce.com/ideaview?id=08730000000BpAuAAK
- You CANNOT create relationships to the Campaign Member object.
- If you use opportunity line items, the sum of the items will populate the standard Opportunity Amount field and there is no way to override this.
- You CANNOT report on Field History Tracking for a Detail Object in a Master-Detail Relationship. You can vote for the idea here: https://success.salesforce.com/ideaView?id=08730000000BrlxAAC
- Salesforce ID's are case sensitive! I learned this the hard way. If you are migrating data from Salesforce to Salesforce create formula fields on your objects using the CASESAFEID(id) Converts a 15-character ID into a case insensitive 18-character ID function. If you do not there may be records with the same id in excel and you will have a data nightmare!
- Before you customize a table component on a dashboard, you have to make sure your source report is in matrix or summary format and contains a chart. See here for more info
- The Answers Community!
Nice one Sharif, both idea voted!
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