If you are like many other companies, you have automation setup so that when you or your users create new records, you begin to automatically follow those records. However, not every record is useful or worth following. And besides, each user has a limit of 500 records that they can be following at any one time. This means that you need to be selective about which records you are following! Enter the Chatter Unfollow rules app from the Salesforce AppExchange. This app allows you to create custom rules, such as “unfollow closed cases 10 days after they close” or “unfollow contacts without @in the email address” so that you and your users can streamline your process, and only follow the records that you need to be tracking.
“Set up automated rules that determine when users should stop following records. Each night, Rules remove everyone following the records that meet your criteria.”
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Migrating data to Salesforce and mass updating records can be challenging, but you can make your life a lot easier with the create audit fields feature. Creating records through the API will now allow you to update standard audit fields such as LastModifiedBy. In addition, you will be able to update records with inactive owners without contacting Salesforce.
Two different permission sets, “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” can be assigned to users. This is a safeguard to ensure that only qualified users are defining the audit field and manipulate sensitive data. These permission sets take the place of what used to be a longer process, where you had to contact Salesforce to update inactive records.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Do things big and do things fast with this app. As the name says, this one is all about mass edits and updates, saving you quite a bit of time, not to mention avoiding the headache of manually updating individual data points for all of your records. Simply install it, setup the fields you want to give access to and get updating.
“Mass update and mass edit selected records from any filter view or related list. You get two easy-to-use tools designed for both admins and standard users.”
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Going through records and updating objects and data can be a real headache, not to mention a time killer. Particularly when you have many objects, where a simple number needs to be updated many times over on a page, the idea of tackling it makes the mind go numb. However, that is exactly what Record Refresher solves for. Use this app to trigger mass syncs to external integrations, bulk update and more.
Select an object, review the number of records to refresh, then quickly update (edit/save) them all! Ideal for back-filling data when using workflows or processes.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
