Is it possible to track the last stage change date in Salesforce?
Perhaps it would be useful to track the last stage change date in Salesforce by the average number of days for the following reasons: There are two solutions we can use, a simpler, more limited option, and another more complicated, but more efficient, The simple solution involves of creating date fields on the opportunity object.
How often does Salesforce release new features?
Let’s break down the Salesforce Release process and answer commonly asked questions about releases. Three times a year, Salesforce releases new features and updates to our technology, enabling users everywhere to take advantage of the latest and greatest that our platform has to offer!
What is a change set in Salesforce?
Change sets in Salesforce are the newest method for deploying code and components and provides some enhanced functionality. It uses packages Change sets in Salesforce are the newest method for deploying code and components and provides some enhanced functionality. It uses packages
Are there any limitations with Salesforce’s base functionality?
There are, however, some limitations with its base functionality. That’s when Salesforce growth experts like ourselves step in and provide guidance on how to overcome these challenges. Let’s look at how to accurately track the last stage change date in Salesforce.
How long does Salesforce take to update?
Tasks are updated most often Nearly half of the Salesforce updates are Tasks, which take around two hours per rep per month to update in Salesforce. Leads take about 18% of rep's weekly updates and Contacts around 17%.
How do I see changes in Salesforce?
View the History of ChangesFrom Operations, click Data Stewardship.Search for a global profile by phone number, email address, or global party ID. Then, enter a value for your selection. ... Click Search. ... Select the customer profile for which you want to view the history of changes.Click Change History.Click.
How do I change the default layout in Salesforce?
Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.
How do I delete a page layout in Salesforce?
To delete a Page Layout:Go to System Settings > Objects and Fields.Click the object that contains the layout you want to delete.From the Object Management list, select Page Layouts.Click the three dots on the right and select Delete This Layout.Select a replacement layout from the dropdown.More items...
How many days worth of changes to settings can you download?
180 days worth of changes to settings you can download.
How do I track field changes in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...
What is difference between lightning record page and page layout?
Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility. The structure of a Lightning page adapts for the device it's viewed on.
How do I update page layout in Salesforce?
To change page layout assignments >> Click Page Layout Assignment and then click Edit Assignment. Select Profile and Page layout to use. Click Save.
How do I edit a page in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•
How do I edit a lightning page?
From Setup, in Object Manager, click the object name for the page you want to edit. Click Lightning Record Pages and click on one of our default pages. Then click Edit. From Setup, go to the Lightning App Builder page, then click Edit next to the page name.
Can a profile have multiple Page Layouts Salesforce?
You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners. You can edit the page layout assignment by clicking 'Page Layout Assignment'.
How many Page Layouts can be assigned to a profile on a object?
1 page layoutThis depends on the number of active recordtypes of the object assigned to the profile. If you are not using any recordtypes then you can assign only 1 page layout to the profile.
Change Sets STILL take up to 30 minutes to be available
Even though this was supposed to be available in 2013 its 2017 and I still see messages that say my changeset will not be avaiavle for up to 30 minutes.
Make change set upload real time
Change Set Unavailable This change set is not currently available. Recently uploaded change sets may take up to 30 minutes to be available for deployment. Please wait 30 minutes and try deploying your change set again.
Deploy: Outbound change sets: Please send notification email when deployment IS
When using the outbound change set tool to send updates to our production org we recieve an email notification when the change set is uploaded. This is useless information since it fools you to think that you can deploy the objects.
Field history tracking
We can select certain fields to track and display the field history in the History related list of an object. The field history data is retained for up to 18 months. Field history tracking can be done for both standards as well as custom objects.
Feed tracking
If we want the changes done to appear in the Chatter feed then we can enable Feed tracking. It's present in Setup > Quick Find > Feed Tracking.
Pull Object Track History from Salesforce using CloudExtend
Create a new template and select the record type you want to pull the data and add the following fields on the template:
What is beta in Salesforce?
BETA – This phase involves rolling a feature out publicly for testing. BETA features are normally given limited Support as they are not yet fully functional or finished features. Generally Available (GA) – Once a feature has passed the Pilot and BETA testing phases, it will be formally included in a Salesforce Release.
What are some examples of webinars?
Examples include webinars, in-person events like a “lunch and learn,” pre-recorded videos, Chatter, Trailhead, or an email digest or newsletter. Remember to customize to include tips and tricks that are specific to your Salesforce implementation and how your users use the platform!
What is the most important thing about being an admin?
This is especially true during releases. Being able to think through which features are meaningful to your users and how they will utilize them is a skill that will set you and your company up for success with adoption and productivity. A great way to think about it is, “What end-user features will be most helpful to my users?”
What is the first phase of public testing?
Pilot – Usually the first phase of public testing, Pilots normally include a small subset of participant organizations. These organizations must request to opt in to a Pilot and then be nominated for participation. BETA – This phase involves rolling a feature out publicly for testing.
How long before a release is available in your org?
About 1 month before the release goes live in your org, you can sign up for a pre-release org. Around 3 weeks away, you’ll see the Sandbox preview and be able to earn the release badge on Trailhead. Around 2 weeks out is when you can watch our panel of #AwesomeAdmin experts and product managers on Release Readiness Live.
Problem
One limitation encountered with out-of-the-box Salesforce reporting is that there is no easy way to report on how much time an opportunity stays at each stage. Perhaps it would be useful to track the average number of days an opportunity stays at each stage for the following reasons:
Solution 1: Date fields on the opportunity object
Let’s outline the first way to accurately track Salesforce stage changes. The idea behind this option is to provide a set of fields on the opportunity for each stage:
Limitations
This process is simple and easy to implement, but comes with a few limitations:
Solution 2: custom object to track opportunity stage changes
This second strategy to more accurately track Salesforce stage changes will involve a bit more work, but will let us address some of the limitations mentioned above.
Final Thoughts
We have now outlined two ways you can more accurately track Salesforce stage changes and how to put each into action. Depending on your situation and how comfortable you are with the process, one of these may be more appropriate than another.
