Friday, May 17, 2024

CRM Analytics: Recipe and Dataflow case sensitive

Key in join node in CRM Analytics is case-sensitive, sample:

The same applies to the augment node in the dataflow; the key is case-sensitive too, sample:


Thursday, May 2, 2024

Salesforce: Custom Object without Tab

It's easy to create a custom tab to create a new record of an object from UI; however, in some scenarios, we (admin) are not supposed to create a custom tab, so how to enter new data from the UI, or to see data created (I know we can use report if that object is enabled for reporting) in UI.

Create a New Record

View Record in the List View
Once you have landed in the list view, you can create a new list view with filters to see the data as needed.

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