How to find who last modified the report in Salesforce? 1. Create a report with Reports report type. 2. Check Last Modified By and Last Modified to find who last modified the report and when. Labels: Reports and Dashboards in Salesforce, Salesforce.com
How to find who last modified the report in Salesforce?
How to find who last modified the report in Salesforce? 1. Create a report with Reports report type. 2. Check Last Modified By and Last Modified to find who last modified the report and when.
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 to find the metadata of a flow in Salesforce?
If you use Workbench, you can select the Metadata Types & Components in the home page and then in the next page Select Flow and expand your flow to see the details. Thanks for contributing an answer to Salesforce Stack Exchange!
Why we can’t use Salesforce’s roll-up summary fields?
We can’t use Salesforce’s roll-up summary fields since we want to roll up the duration fields, which are formulas. Besides, the limit on roll-up summary fields is often an issue with opportunities, as we often come across orgs where plenty of roll-up summaries are present.
What is last modified by in Salesforce?
'LastModifiedDate' is the date and time when a record was last modified by a User, and 'SystemModstamp' is the date and time when a record was last modified by a User or by an automated process (such as a trigger.)
How do I query process builder in workbench?
As a workaround, You can find both flows and processes using Workbench:Info => Metadata Types & Components => Flow for Flows.Info => Metadata Types & Components => FlowDefinition for Processes.
Is Salesforce process builder going away?
At the end of 2022, Salesforce will be retiring Workflow Rules and Process Builder automation. While your current Workflow Rules and Process Builders will continue to run, you will not be able to create new automation using these tools. Instead, you'll have to create new automation using Flow.
What are the 11 actions in process builder?
Actions that can be performed with Process builder:Create and update records.Send an Email alert.Submit a record for approval.Invoke a process from another process.Launch a flow.We can call apex methods.Post to chatter.
How do you see who last modified a process builder?
1:305:08How to check who has last updated the process builder or ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then i have to select flow. With file select flow here you can see here my this is my processMoreAnd then i have to select flow. With file select flow here you can see here my this is my process builder which i am talking about. So if we see here we can see who has created.
How do I query metadata in Salesforce?
How to Query/Report on Metadata in Your Salesforce OrgCreate a Simple SOQL Query.Create a Complex SOQL Query.Export Query Results to Excel.Review Available Tooling API Objects.
Are flows replacing process builder?
Flows can now call other sub-flows, a much-longed-for replacement for Process Builder's ability to call flows. Flow supports a variety of ways to track what has changed during a record-update. Often, you want to build logic that keeps track of what kind of edit was made by the user in the particular update.
Why is Process Builder better than workflow?
For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. Process Builder can also update multiple related records in a situation when all of a record's child records need the same update.
Is flow faster than process builder?
Because of the additional DML in Process Builder, the time consumed can significantly increase based on the automation setup in the org. And this is one of the most important reason why Before-save Flows are way more performant than Process Builder.
What is Processbuilder in Salesforce?
Process Builder is an automated Salesforce tool that allows you to control the order of actions or evaluate the criteria for a record. Process Builder gives you the ability to use straightforward 'If/Then' logic to easily add automation to your Salesforce environment.
What is difference between workflow and process builder in Salesforce?
Process Builder, a newer tool for admins, is capable of performing everything Workflow does and more with the exception of sending outbound messages (messages to another system). While Workflow is able to update some fields, Process Builder is capable of updating any field that has any related record.
What is the difference between workflow and process?
A workflow consists of repeatable activities necessary to complete a task. A process refers to all of the elements necessary to accomplish a larger organizational goal. The general consensus is that workflows account for granular details up to small-scale objectives while processes refer to more comprehensive outcomes.
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.
