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2 answers
American Society of Hematology (ASH) currently uses NPSP and Certinia in our instance.
With the assistance from one of our vendors, we are testing a procedure to do merge of contact records.
It is a 4 step process - merge records in Certinia followed by Salesforce followed by NPSP and then updating balances in Certinia.
We are looking ways to make the process more efficient.
Has anyone here used alternative approaches for merges involving multiple steps (merge rules) ?
Salesforce keeps showing messages during merge process that the merge process is irreversible.
If we make a mistake during the merge process, is there any way to restore the impacted records ?
Thanks,
Srikrishnan.K.P.
#Nonprofit #Nonprofit Success Pack #Merge Contacts
3 answers
@Srikrishnan Padmanabhan Please mark it as Accepted Answer if that works for you to help others as well. Thank you
We are based in Florida, I do not see the option for Eastern Standard Time ?
Which one should I be using?
#Salesforce Admin
Step not yet complete in Curious Koala Playground An unexpected error occurred while inserting Account records and we couldn't check your work. Make sure the validation rule error message is correct, and that account records can be inserted in this org, then click "Check Challenge" again. If this continues, contact the Salesforce Help team.
4 answers
Eric Burté (DEVOTEAM) 
Forum Ambassador
Hello @Bhumi Rathod you have probably some other interfering metadata (required fields, active validation rule, dependency rules, apex or flow) that is interfering with the validation script. Remove this previous (old) configuration, or simpler, create a brand new playground and take again the challenge in this new playground with no interfering configuration. Eric
I tried creating a benefit schedule using the 'New Benefit Schedule' button in the Benefit object. I entered the details, and the session details appeared on the second screen. However, at the end, an error occurred: 'Something went wrong while marking Approval Status to Approved in Benefit Schedule.' Is anyone else facing the same issue? How can this be resolved? #Salesforce Developer #Nonprofit #ProgramManagement
Send me on this email "poojamulay52 #Beginner Level Adminstrator #Voucher For Admin N Devloper #Saleforce Administrator
There is a standard Email Composer in Salesforce and it supports Draft emails for Cases (after you enable it), but what if I want to use it for different objects (no matter standard or custom). Is there some OOTB solution that exists? Maybe there are workarounds or custom solutions that already exist?
PS. the functionality I'm talking about Send Email from Record
3 answers
@Alexey Kashirskiy I am talking about the same. Yes this functionality is available for custom and most standard objects. More info here. Thank you
2 answers
Hi,
To accomplish this task, you can take advantage of the Tooling API.
For instance, if you need to locate references for an object called Custom_Obj__c, the first step is to obtain its ID with this query (you can use the Data Export functionality in Salesforce Inspector Reloaded for this purpose—be sure to enable the "Tooling API" option at the top-right when using this feature):
select id from customobject where developername = 'custom_obj'
Once you have the object's ID, you can proceed with the following query to find all related references:
select metadatacomponentid, metadatacomponentname, metadatacomponenttype from metadatacomponentdependency where refmetadatacomponentid = 'your_custom_object_id'