Join (left, right, outer, inner, cross)
- Time Series Forecasting
You can get your salesforce Org ID and other info from Company Information in the Setup menu. But, if you need to get the data from SOQL, here is the sample query
SELECT Id, Name, InstanceName, DefaultLocaleSidKey, TimeZoneSidKey FROM Organization
Data is arguably one of the most important aspects of a business. Good data helps drive decisions that improve products, services, and customer experiences. If your organization has bad Salesforce data, you will start to notice inconsistencies down the line that can challenge marketing campaigns, sales initiatives, reporting, and analysis.
Data naturally decays over time, so without a proper cleanse that fixes recurring errors, bad Salesforce data will continue to worsen and hinder your business. In this blog, I’m going to identify common types of bad data, why you should complete Salesforce data cleaning, and give you tips for improving these processes.
CRM Analytics Dashboard URL Id starts with prefix 0FK, which is shared between dashboard and lens. We can share the dashboard with users in Analytics Studio or Analytics tab, although ideally, Analytics Studio is intended for the dashboard builder. The Analytics tab will let users stay in the Lightning app.
When working on a dashboard in Analytics Studio, we will see the URL, for example:
If we share the above URL with a user, the dashboard will be opened in Analytics Studio.
If we only put the Id after force.com/ such as https://domain_name.lightning.force.com/0FKB0000000LU1AOAW
this will be translated to
which will open the dashboard in the Analytics tab
while a lens will be translated similarly, with the difference in the assetType parameter, such as
this will open the lens in the Analytics too
There is another option to open the dashboard in the Analytics tab
this will be translated as
Clicking the Share button in the dashboard will give us 2 options, and the difference is only at the last parameter which is "analyticsContext"
If you notice in Salesforce: Retrieve all fields from an Object, all options to retrieve all fields will not include Created Date, but only Last Modified Date, so this blog will share how to get the custom field creation date.
You need to query the CustomField object and select Use Tooling API.
Sample query: SELECT DeveloperName, CreatedDate FROM CustomField WHERE TableEnumOrId = 'Account'
Five years ago, I blog retrieving List View Sharing to get the list of users, groups, and roles that can access list views. This blog is to continue to get the columns and filters.
Open Workbench and from Rest Explorer, example: /services/data/v53.0/sobjects/Case/listviews/00B0o00000Fq3xQEAR/describe
Make sure to update the object name in red and List View id in orange.
To get the list of columns, click the "Show Raw Response" link.
Copy the result of the column and use JSON to CSV tool to convert it into CSV or Excel file. Some of the columns here are added by the system and do not appear in the list view, such as Id, Record Type Id, etc.
To get the filters; looks for the query underneath, this will also show the fields, filter, and order in SOQL format:
SELECT CaseNumber, Contact.Name, Subject, toLabel(Status), toLabel(Sub_Status__c), toLabel(Priority), CreatedDate, Owner.NameOrAlias, RecordType.Name, Id, RecordTypeId, CurrencyIsoCode, LastModifiedDate, SystemModstamp, Contact.Id, ContactId, Owner.Id, OwnerId FROM Case WHERE IsClosed = false AND (Contact.Name != null OR Status = 'Escalated') ORDER BY CaseNumber DESC NULLS LAST, Id DESC NULLS LAST
** Use toLabel(fields) to translate SOQL query results into the user’s language.
Here is the original list view: