Workflow Did Not Execute as Admin

Scenario A workflow has been set to execute as Administrator. Upon switching to a custom role, the workflow did not execute the actions as expected. Example: Set value on a custom field upon click on a button. Solution An action that is triggered by a button will be recognized as a Client Side trigger. As a result,… Continue reading Workflow Did Not Execute as Admin

Copy to Account

Copy to Account is an administrator tool that copies a custom object between your accounts. Use Copy to Account to select a target account, choose dependencies, select record instances to include, then preview and deploy your custom record. The tool can copy one custom object (including dependencies and instances) at a time. To use Copy… Continue reading Copy to Account