#CRM Configuration토론 중인 항목 21개

Yes, you can effortlessly convert 40,000+ Excel contacts to vCard with the help of the bulk processing option, but the manual method does not support batch conversion because it involves saving the Excel sheet as a CSV and then importing and exporting contacts, which can be tedious for such a large list. 

The

is worth considering for this conversion. It supports all small or large XLS and XLSX files that contain 40,000+ contact information and simply converts them to VCF format and lets users preview contact details, map Excel columns to vCard fields, and export the contacts to VCF. This is useful when you're moving a large contact list to an iPhone, Android phone, or another address book. 

Before converting all 40,000 contacts, try a sample and check that names, phone numbers, and email addresses appear correctly in the resulting VCF file.

The best way to mass update field descriptions and help text across multiple Salesforce objects is to use Salesforce CLI with VS Code.

You can retrieve the field metadata, update the descriptions and help text in the XML files, and deploy the changes back to Salesforce. 

Steps:

1. Retrieve the object and field metadata using Salesforce CLI.
2. Update the description and inlineHelpText properties in the XML files.
3. Use a script or spreadsheet to manage updates for multiple fields.
4. Validate the changes in a sandbox.
5. Deploy the updated metadata to Salesforce.

For a large number of fields, this approach is faster and more efficient than updating each field manually through Setup.

Hi @Cesar Gomez

You can use this Salesforce native app https://migso.io/ to seamlessly clone your Salesforce objects metadata within the same org or another org. You can also watch how it works here https://www.youtube.com/watch?v=5owz2c3krM8

They also have an add on to move files and attachment from one org to another.

 Yes, but not by adding two standard Files related lists. Salesforce’s standard Files component shows all files related to the record. 

A common solution is to use custom file categorization: 

1.  Create a custom field such as File Type or Document Category. 
2.  Add values such as Regular Document and Inspection Report. 
3.  Use a custom component or Salesforce Flow to display two separate sections, each filtered by category. 

If you only need to organize the files rather than display two separate sections, you could also use

or a naming convention, but those won’t give you two filtered sections directly on the record page. 

If you want the two sections to appear on your custom object’s Lightning record page,

. 

Hi Joe, this is a frustrating one because everything you listed checks out individually. 

Two things worth checking that don't show up in the usual places: 

Permission set groups. If the applicable permission set is inside a group, the group can apply muting that silently overrides a field permission the individual permission set grants. You'd see Edit on the permission set itself and still lose it at the group level, and there's no single screen that shows you the combined result. 

Multiple permission sets stacking. If more than one permission set applies to you and any of them explicitly restricts that field, it can take precedence depending on how they combine. Worth listing every permission set assigned to your user, not just "the only one applicable" you checked, since a second one might exist without being obvious from your own profile view. 

Also double check it isn't a formula or rollup field, since those ignore FLS edit settings entirely and are never editable regardless of permissions. And if it's a lookup or master-detail, the parent record's sharing settings can block the edit even when every permission you listed is correct. 

Disclosure: I'm at TwinStack, and this exact problem, being unable to see the combined effect of profile plus every permission set plus groups plus sharing in one place, is what we built Who Sees What for. It's a free AppExchange app that resolves a user's full access, object, field, and record level, in one lookup and names the specific rule responsible for each grant, rather than making you reconstruct it by checking each source separately. 

Not sure if this thread is still live for you three years on, but if anyone else lands here with the same problem, checking permission set groups specifically is the one people miss most often.

@Kanishka Vohra

Of all the things to do in the world, literally ALL of the the options available (here's just a few)     

• Teach a child to read 
• Help an elderly person
• Donate to a food pantry
• Adopt an animal from a shelter 
• Plant a tree

Instead, you chose to post spam in this Community.  Your parents must be so ashamed of you.