Here are some examples of my Salesforce practical, hands-on experience.
Problem: Data storage limit exceeded at 120%
Diagnosis: Tasks record count is at 14,087,355. Storage is at 27GB. Percent of total limit is at 83%. Marketing automation tool (Eloqua) integration is creating task records that are not needed, data storage is out of control.
Solution: Use Data Loader to create .CSV file to isolate unwanted task records. Identifying task ID’s that are associated with automation, not tasks created by individuals or associated with campaigns etc. Use data loader to mass delete unwanted records.
Results: Total data storage brought back to 70% (down from 120%). Number of unwanted files deleted = approximately 6 million.
Note: I worked on this project in conjunction with the Salesforce team lead at my current employer.
Need to track opportunity creation back to a lead, and more importantly, back to a specific user role. We need to distinguish whether the opportunity was created through automation or through the user’s prospecting efforts and thus via manual (human) lead conversion. Need to know the specific lead ID prior to conversion to be able to say – this sales development representative worked this particular lead that progressed into an opportunity via manual lead conversion.
Step One: Create three new custom text fields on the Lead object.
Name new fields: Account Lead ID, Contact Lead ID, and Opportunity Lead ID
Step Two: for each of the following layout pages, Opportunity, Contact, Account, create a similar custom field. One field for each page layout: Account Layout page needs ConvertedLeadID, Opportunity layout page needs ConvertedLeadID and Contact layout page needs ConvertedLeadID.
Remember – Create this custom field for the Account, Contact, and Opportunity page layouts
Step Three: Map the fields
Go back to “Leads > Fields > Lead Custom Fields & Relationships > Map Lead Fields
Map “Account Lead ID” to “Converted Lead ID”
Map “Contact Lead ID” to “Converted Lead ID”
Map “Opportunity Lead ID” to “Converted Lead ID”
Step Four: Create a Workflow Rule on the Lead Page Layout
Step Five: Create a new test lead. Just make up a new fake lead to test. Go to “Leads” tab, New, etc.
Step Six: All of the above will work for new leads moving forward. But now we need to Mass Update any existing Leads so that when they are converted they will contain the ConvertedLeadID fields for Account Lead ID, Contact Lead ID, and Opportunities Lead ID.
Note, I could not have solved this without the help of Steve Molis
Problem: Opportunity value fields do not match.
Diagnosis:Client has internal files which include an opportunity value field. These files are integrated with Salesforce and are supposed to match a custom opportunity value field. However, through user input sometimes the values do not match this in turn affects reporting values.
A workflow rule with a formula is needed to ensure that the value of both fields is identical. When the field is updated on the client side, the custom field in Salesforce is automatically updated with the same value. A workflow rule with the following formula was used to trigger a field update.
It’s basically asking:
1. ISNEW() = Is this a brand new record?
2.NOT(ISBLANK(Opportunity_Revenue__c)) = And is this field not blank?
3. ISCHANGED(Opportunity_Revenue__c ) = Did someone just change the value in this field from something to something else?
Note: I could not have solved this without the help of Steve Molis.