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Monday, May 19, 2025
Salesforce: Sales Territories (I)
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Sales Territory As per the Summer '24 release , Enterprise Territory Management is now called Sales Territories . Out-of-the-box sharin...
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Tuesday, May 13, 2025
Salesforce: Inactive User
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When a Salesforce user has been deactivated, can we still assign the user as the record owner, or populate the user into a lookup field? 1....
Monday, May 12, 2025
CRM Analytics: Unsupported Salesforce Data
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CRM Analytics (CRMA) is an analytics tool by Salesforce and is hosted in Salesforce's core platform; however, not all of Salesforce'...
Friday, May 9, 2025
Salesforce: Retrieve Report Metadata (2)
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In a previous blog, we discussed how to use package.xml in Workbench to retrieve report metadata. However, if we simply need to retrieve th...
Salesforce: Custom Report Type Metadata
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The Spring '25 release enhanced the Custom Report Types user experience on the setup page; "Enhanced Custom Report Type Setup Page...
Tuesday, May 6, 2025
Salesforce: Upload Files to a Record
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As shared in the Files sharing Query blog, a file can be shared with users, groups, records, and the content library. Let's see how t...
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