Slaesforce FAQ

how to reference data in salesforce

by Jacquelyn Krajcik Published 2 years ago Updated 2 years ago
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Load the CBECS Dataset.

  • From Setup, in the Quick Find box, search for and then select Load Reference Data.
  • Click Load CBECS Dataset.
  • In the Map dataset dialog, select your building energy intensity record type, and then click Load.

Click a cell in the spreadsheet. From the Insert menu, select Data Reference. Search for the spreadsheet that you want to reference. From the correct spreadsheet, select the cell or range of cells that you want to reference, and then select Reference.

Full Answer

What are objects and fields in Salesforce?

Salesforce objects and fields are analogous to database tables and the table columns. Objects and fields structure data. For example, the central object in the Salesforce data model represents accounts—companies and organizations involved with your business, such as customers, partners, and competitors.

What are the different types of data models in Salesforce?

Data Model 1 Sales Objects —includes accounts, contacts, opportunities, leads, campaigns, and other related objects 2 Task and Event Objects —includes tasks and events and their related objects 3 Support Objects —includes cases and solutions and their related objects More items...

What is the central object in the Salesforce data model?

For example, the central object in the Salesforce data model represents accounts—companies and organizations involved with your business, such as customers, partners, and competitors. Skip Navigation

What are external objects in Salesforce?

Instead of copying the data into your org, you can use external objects to access the data in real time via web service callouts. Big Objects A big object stores and manages massive amounts of data on the Salesforce platform.

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How do you reference data in a quip?

From the menu at the top of page click “Insert” then “Data Reference” or click “Sources” then “Data Reference.” You can also click “Sources” then “New Data Reference.” 2) This window will pop up allowing you to search for the spreadsheet you would like to reference.

How do you use formulas in a quip?

Salesforce Anywhere (Quip) supports formulas and over 400 common functions. Within a cell, start with an equals sign and functions will autocomplete as you type. [example: =COUNTIF(B2:B10,"64")]....Formulas and Functions, Salesforce Anywhere (Quip)FormulaFormula DescriptionADDReturns the sum of two numbers.ANDReturns TRUE if all arguments are TRUE.234 more rows

How do I transfer data from Excel to Quip?

How Microsoft Excel + Quip Integrations WorkStep 1: Authenticate Microsoft Excel and Quip.Step 2: Pick one of the apps as a trigger, which will kick off your automation.Step 3: Choose a resulting action from the other app.Step 4: Select the data you want to send from one app to the other.That's it!

How do you link cells in a Quip?

0:000:49Quip Tip: Linking - YouTubeYouTubeStart of suggested clipEnd of suggested clipOr any cell then paste it into a document. Or. A message and it will send someone directly to thatMoreOr any cell then paste it into a document. Or. A message and it will send someone directly to that part of the document. With all your working quip. You can link to relevant work in a flash.

What is a record in Salesforce?

The term “record” describes a particular occurrence of an object (such as a specific account like “IBM” or “United Airlines” that is represented by an Account object). A record is analogous to a row in a database table. Objects already created for you by Salesforce are called standard objects.

What are Salesforce objects?

Objects already created for you by Salesforce are called standard objects. Objects you create in your organization are called custom objects. Objects you create that map to data stored outside your organization are called external objects.

What is a big object in Salesforce?

Big Objects. A big object stores and manages massive amounts of data on the Salesforce platform.

Considerations

SQL support for the SQL Query Activity is based on, but doesn’t precisely correspond to, SQL Server 2016 capabilities.

Performance Considerations

Queries have a 30-minute timeout. If a query is timing out, it’s possible to make the query perform faster with indexes applied. Queries that include both a join and a Select * statement aren’t permitted. Instead, write a statement that specifies each column name, even when there are multiple columns.

Known Issues

Decimal: If a data extension contains a decimal field and that field is used in a query, the output isn’t a decimal output

Querying Data Extensions

In an enterprise environment, add the ENT. "" prefix to get access to data extension in the enterprise parent account.

Random Sample of 33 Percent Exclusion

Select top 33 percent offerid,score,name,description,url from Offers inner join Offer_Ext1 a on a.offerid <> offers.offerid order by newid ()

Geo-Targeting

Prerequisites: Zip Code Data Extension. Search for current ZIP code data on the web. Use Case: Find all cities or zips, and therefore subscribers, within 15 kilometers of a ZIP code. -- 6378.137 earth circumference

Pulling Tracking Information for a Triggered Send

Use Case: Viewing available tracking information regarding a triggered send

What is a reference field?

A reference field contains an Id value that points to a unique record (usually the parent record) on another object. A reference field is analogous to the concept of a foreign key in relational databases. The name of a reference field ends, by convention, with the letters Id (such as CaseId or OpportunityId ). For example, in the OpportunityCompetitor object, the OpportunityId field is a reference field that points to the Opportunity object. It contains an ID value that uniquely identifies an Opportunity record.

What is a picklist field in Salesforce?

Picklist fields contain a list of one or more items from which a user chooses a single item. They display as dropdown lists in the Salesforce user interface. One of the items can be configured as the default item.

How many records can you query in SOQL?

The total number of records you can query for in a single SOQL query, when one of the fields being queried on is of type JunctionIdList, can’t exceed 500. If the number of records returned exceeds 500, EXCEPTION: System.UnexpectedException: Truncated appears.

What is an ID field?

With rare exceptions, all objects in the API have a field of type ID. The field is named Id and contains a unique identifier for each record in the object. It is analogous to a primary key in relational databases. When you create () a new record, the Web service generates an ID value for the record, ensuring that it is unique within your organization’s data. You cannot use the update () call on ID fields. Because the ID value stays constant over the lifetime of the record, you can refer to the record by its ID value in subsequent API calls. Also, the ID value contains a three-character code that identifies the object type, which client applications can retrieve via the describeSObjects () call.

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