Stratus Cloud Solutions
data cleanser

FAQ

Discover answers to frequently asked questions on our dedicated FAQ page, designed to provide clarity and address any uncertainties you may have about our products and services.

How do I obtain the record owner's id?

The Account OwnerID is the owner's salesforce.com user id. To obtain a user id, you must follow these steps:

1) Select Setup2) Under Administration Setup, Select Manage Users3) Under Manage Users, Select Users4) A list of your users will be displayed5) Select the user that you would like to see their UserId6) in the URL, the UserID will be displayed as shown below after the "salesforce.com/" and before the "?" as shown below in bold and underlined.

https://na7.salesforce.com/005A0000000WVbJ?noredirect=1

In this example the UserID is 005A0000000WVbJ

How do I obtain the record type id?

The best way to determine the record type id is to create a record and choose the record type you want. Then in the URL window of your browser you will see:

https://na10.salesforce.com/003/e?retURL=%2F003%2Fo&RecordType=012F0000000wmRP&ent=Contact

The blue section is the record type id, starts after the '=' and ends before the '&'.

How can I Grant Log In Access to Stratus Support?

To grant access:

Click on your Name | My settings | Personal | Grant Account Login Access.

Grant access to Stratus Cloud Solutions Support.

How can I enable my users to have access to Data Cleanser?

if you would like non system administrator profiles to be able to use Data Cleanser by creating Matching Scenarios and enabling them to clear duplicates groups, please follow these instructions:

Go to SETUP | ADMINISTRATION SETUP | MANAGE USERS and select the profile you wish to add permissions to.

  • Under Assigned Apps, ensure that Data Cleanser is visible.

  • Under Object Settings, Select Data Cleanser and ensure that the Tab Setting is set to 'Default On', click Save.

  • Under Object Settings, Select Help Data Cleanser and ensure that the Tab Setting is set to 'Default On', click Save.

  • Under Object Settings, Select Duplicate Groups and ensure that the Tab Setting is set to 'Default On', under Object Permissions, ensure that you check the box beside 'Read' and click Save.

  • Under Object Settings, Select FieldFilterOperatorRules and under Object Permissions, ensure that you check the box beside 'Modify All' and click Save.

  • Under Object Settings, Select FieldMatchTypesRules and under Object Permissions, ensure that you check the box beside 'Modify All' and click Save.

  • Under Object Settings, Select StratusDataShieldMasters and under Object Permissions, ensure that you check the box beside 'Modify All' and click Save.

  • Under Object Settings, Select Account and under Object Permissions, ensure that you check the box beside 'Modify All' and click Save.

  • Under Object Settings, Select Lead and under Object Permissions, ensure that you check the box beside 'Modify All' and click Save.

  • Under Object Settings, Select Contact and under Object Permissions, ensure that you check the box beside 'Modify All' and click Save.

  • Under the Apex Class Access, click edit and add all apex clases that start with sds to the lists of available Apex Class Access and click Save.

  • Under the VisualForce Page Access, click edit and add all VisualForce Pagss that start with sds to the list of Enabled VisualForce Pages and click Save.