Slaesforce FAQ

how to compare data in salesforce

by Clare Luettgen I Published 2 years ago Updated 2 years ago
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Use Bindings to Compare Data

  • Compare Account Owners Against the Average. The Top Account Owners chart shows large differences in total opportunity amount per account owner. ...
  • Determine the Expected JSON Structure. Let’s start by creating a reference line with a fixed value. ...
  • Replace the Fixed Value with the Result Binding. ...
  • Wrap Up. ...

The Salesforce page appears. In the Name column, click the app. The app page appears. On the Compare tab, from the Select compare type list, select Object compare.Feb 1, 2022

Full Answer

How to compare two fields in a Salesforce report?

Have you ever needed to compare two fields in a Salesforce report? Field-to-Field Filters in Salesforce make it possible to compare values in different fields contained on a Salesforce report when defining report filter criteria – for example, only show me records where X field is greater than Y field.

What are the different types of Records in Salesforce?

Standard objects come with Salesforce: Campaign, Lead, Account, Contact, Opportunity, and Case are some of the most common record categories. You can also build custom objects to store data specific to your company or industry.

What data is stored in Salesforce?

Whether a company is using Salesforce as a traditional CRM tool or a platform as a service (PaaS), its data is stored in objects. Standard objects come with Salesforce: Campaign, Lead, Account, Contact, Opportunity, and Case are some of the most common record categories.

What are standard and custom objects in Salesforce?

Standard objects come with Salesforce: Campaign, Lead, Account, Contact, Opportunity, and Case are some of the most common record categories. You can also build custom objects to store data specific to your company or industry. Use standard or custom objects when you need to:

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How do I compare two objects in Salesforce?

Few Simple Steps to “Compare Objects” across multiple OrgsOpen the BOFC Home > Click “Compare Objects and Fields“It will open below screen for “Compare Objects” page. ... Select Object Name and choose two environments or orgs from the connection list.More items...•

What is the best way to compare data?

Common graphical displays (e.g., dotplots, boxplots, stemplots, bar charts) can be effective tools for comparing data from two or more data sets.

How can I compare two profiles in Salesforce?

Go to: Setup -> Manage Users -> profiles -> Create a new View. Give it a name, and select the Settings you want to compare. It's indeed limited, but it's better than nothing.

How do you compare two lists?

Compare Two Lists in ExcelMethod 1: Compare Two Lists Using Equal Sign Operator.Method 2: Match Data by Using Row Difference Technique.Method 3: Match Row Difference by Using IF Condition.Method 4: Match Data Even If There is a Row Difference.Method 5: Highlight All the Matching Data using Conditional Formatting.More items...

How do you test if two sets of data are significantly different?

The Students T-test (or t-test for short) is the most commonly used test to determine if two sets of data are significantly different from each other.

How do you use a Permcomparator?

Perm-ComparatorLogin to your Salesforce account using OAuth2.When requested, authorize app to access your SFDC data.Drag a User, Permission Set, or Profile to one of the empty columns.Repeat for addition users, permission sets, or profiles.Navigate the common, unique, and differing perms in the middle panel.

How do I compare permission sets in Salesforce?

Few Simple Steps to Compare Multiple Permission Sets in SalesforceOpen the BOFC Home > Click “Compare Multiple Permission Set (Side by Side)”It will open below screen for BOFC “Managing Multiple Permission Set”User can choose different actions on above screen.More items...•

What is Salesforce data?

Whether a company is using Salesforce as a traditional CRM tool or a platform as a service (PaaS), its data is stored in objects. Standard objects come with Salesforce: Campaign, Lead, Account, Contact, Opportunity, and Case are some of the most common record categories. You can also build custom objects to store data specific to your company or industry.

What is a big object in Salesforce?

As the name suggests, Big Objects store and manage a massive amount of data on the Salesforce platform . We recommend it for anything over 20 million rows, into the billions. Big Objects utilize a non-relational database to store data. They support real-time SOQL queries using primary key access. Primary key access is also known as the index, which is defined by custom fields in the big object. It’s important to consider which fields are indexed, how they are indexed (ascending or descending), and in which order. This ensures that the query completes across billions of rows.

Can you build an external object with Salesforce Connect?

With Salesforce Connect, you can build external objects with clicks (not code), as long as your system has an OData 2.0 or OData 4.0 adapter. There’s also Apex Connector Framework if you do write code.

Can you see big objects in Visualforce?

Big Objects are not automatically visible in the UI. But you have some options. They can be exposed in a Lightning Component or Visualforce page using Apex, SOQL, and primary keys. Typically, a smaller subset of data and aggregations is queried using Asynchronous SOQL, and stored in a custom object.

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Learning Objectives

Overview

  • There are plenty of ways to store your data, but how much do you have and what do you need to do with it? In this unit, we describe each of the options based on where the data lives, how much data you have, and how it grows. Standard objects, custom objects and Big Objects are available technologies in the Salesforce first party data center. Data resides outside of the Salesforce dat…
See more on trailhead.salesforce.com

Standard and Custom Objects

  • Whether a company is using Salesforce as a traditional CRM tool or a platform as a service (PaaS), its data is stored in objects. Standard objects come with Salesforce: Campaign, Lead, Account, Contact, Opportunity, and Case are some of the most common record categories. You can also build custom objects to store data specific to your company or industry. Use standard …
See more on trailhead.salesforce.com

Salesforce Connect

  • Use this tool to connect outside data to your Salesforce org. (Note that there are a few features, like Sharing Rules, that don’t work with Salesforce Connect.) With Salesforce Connect, you can build external objects with clicks (not code), as long as your system has an OData 2.0 or OData 4.0 adapter. There’s also Apex Connector Framework if you do...
See more on trailhead.salesforce.com

Heroku Connect

  • Heroku Connect provides a bridge between Salesforce and the Heroku Postgres database, a managed SQL database-as-a-service for developers. Without it, data is displayed in a custom UI built on the Heroku platform.
See more on trailhead.salesforce.com

Big Objects

  • As the name suggests, Big Objects store and manage a massive amount of data on the Salesforce platform. We recommend it for anything over 20 million rows, into the billions. Big Objects utilize a non-relational database to store data. They support real-time SOQL queries using primary key access. Primary key access is also known as the index, which is defined by custom …
See more on trailhead.salesforce.com

Compare Solutions

  • Now that we’ve explored each data storage option, let’s compare them from a few different angles. How Easy to Configure? We’re talking about point-and-click vs. code here. Match your skills set to your solution. Remember to factor in the resources you need to maintain it. Here’s how it breaks down. Displayed in the Salesforce UI? Data stored in standard objects, custom obj…
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Resources

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