Forum Replies Created

Viewing 1 - 25 of 189 posts
  • Aman

    Member
    September 29, 2018 at 7:22 pm

    Hi,

    Junction Object is a custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs.

    Creating the many-to-many relationship consists of:

    Creating the junction object.
    Creating the two master-detail relationships.
    Customizing the related lists on the page layouts of the two master objects.
    Customizing reports to maximize the effectiveness of the many-to-many relationship.

    Thanks.

  • Aman

    Member
    September 29, 2018 at 7:21 pm

    Hi,

    If the parent objects don’t have Roll up Summary fields for the child object then we can delete.
    To delete a child object it should not be referred in Apex Classes and Apex Triggers.
    Later if we undelete the object, Master detail fields on the junction objects will be converted to look up Fields.
    Note:
    If we delete only Master – Detail Relationship field from the child object and undelete it from the Recycle Bin then it will be converted to look up relationship.
    Parent Object we cannot delete because it will be referred in the child object.

    Thanks.

  • Aman

    Member
    September 29, 2018 at 7:21 pm

    Hi,

    Junction Object is a custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs.

    Creating the many-to-many relationship consists of:

    Creating the junction object.
    Creating the two master-detail relationships.
    Customizing the related lists on the page layouts of the two master objects.
    Customizing reports to maximize the effectiveness of the many-to-many relationship.

    Thanks.

  • Aman

    Member
    September 29, 2018 at 7:20 pm

    Hi,

    Junction objects are used to create many to many relationships between objects. If you take the Recruiting application example, you can see that a Position can be linked to many Candidates, and a Candidate can apply for different Positions. To create this data model you need a third object “Job Application” that links the 2.

    So you’d create a lookup field for both Position and Candidate object on the “Job Application” object. This will establish many to many relationship between Position and Candidate via the “Job Application” object known as the junction object.

    Thanks

  • Aman

    Member
    September 29, 2018 at 7:20 pm

    Hi,

    Junction Object is a custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs.

    Creating the many-to-many relationship consists of:

    Creating the junction object.
    Creating the two master-detail relationships.
    Customizing the related lists on the page layouts of the two master objects.
    Customizing reports to maximize the effectiveness of the many-to-many relationship.

    Thanks.

  • Aman

    Member
    September 29, 2018 at 7:14 pm

    Hi,

    You need to create a lookup field then fill this field with some parent value, then convert its type to master detail.

    Hope this helps.

  • Aman

    Member
    September 29, 2018 at 7:10 pm

    Hi,

    Creating Many to Many relationship in salesforce is little tricky. You cannot create this type of relationship directly. Follow below steps to create this type of relationship.
    Create both objects which should be interlinked.
    Create one custom object (also called as junction object), which should have auto number as unique identification and create two master relationships for both objects, no need create tab for this object.
    Now on both objects, add this field as related list.

    Thanks

  • Aman

    Member
    September 29, 2018 at 7:09 pm

    Hi,

    Creating Many to Many relationship in salesforce is little tricky. You cannot create this type of relationship directly. Follow below steps to create this type of relationship.
    Create both objects which should be interlinked.
    Create one custom object (also called as junction object), which should have auto number as unique identification and create two master relationships for both objects, no need create tab for this object.
    Now on both objects, add this field as related list.

    Thanks

  • Aman

    Member
    September 29, 2018 at 6:49 pm

    Hi,

    A master-detail relationship is a stricter relationship, where the children (detail records) are tied to the parent (master). They can’t be moved to another master (yet – this is coming soon) and deleting the master will delete all of it’s children.

    Thanks

  • Aman

    Member
    September 29, 2018 at 6:46 pm

    Hi,

    In a Master-Detail relationship, when a master record is deleted, the detail record is deleted automatically (Cascade delete).

    In a Lookup relationship, even if the parent record is deleted, the child record will not be deleted.

    Thanks

  • Aman

    Member
    September 29, 2018 at 6:44 pm

    Hi

    Read these steps:

    To create the master-detail relationship field to relate custom object with the account  objectFrom Setup, enter Objects in the Quick Find box, then select custom object
    Click Review.
    In the Custom Fields & Relationships related list, click New.
    Select Master-Detail Relationship, and click Next.
    In the Related To drop-down list, choose account, and click Next.
    Click in the Field Name text box and enter the field name —-.
    Select the Read/Write radio button.
    Check Child records can be reparented to other parent records after they are created if you want to be able to change the relationship field’s value. If you leave this box unchecked, you can’t change the value in the future.
    Click Next.
    Accept the defaults in the remaining three steps of the wizard.
    Click Save.

    Thanks

  • Aman

    Member
    September 29, 2018 at 6:39 pm

    Hi,

    You must enable “view all data” to specific in User this permission Is Required To Set The Running User Other Than You In Dashboard

    Thanks

  • Aman

    Member
    September 29, 2018 at 6:31 pm

    Standard reports and report folders. When you start using Salesforce, by default,Salesforce comes with a lot of standard reports for different purposes. They are stored and categorized by the object name and purpose, such as, Account and Contact Reports, Opportunity Reports, and so on.

  • Aman

    Member
    September 29, 2018 at 6:30 pm

    Hi,

    Standard reports in salesforce are those provided by salesforce.com. These type of reports can not be deleted and used primarily for creating custom reports.

    Custom report is a specialized report of your transactions for a time period that you specify. For example, you can design a report that lists all transactions over a 3-day period for a particular credit card, or a report that lists only particular types of transactions (for example, declined Sales and Authorizations) for all credit cards over a 5-day period.

    Thanks

  • Aman

    Member
    September 29, 2018 at 6:20 pm

    Hi,

    Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage andOwner. Summary reports with no groupings show as tabular reports on the report run page.

    Thanks

  • Aman

    Member
    September 29, 2018 at 6:20 pm

    Hi,

    There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report.

    Tabular – The images that I have shown you in this post have all been from a tabular report. This is the simplest of reports and is suited to just showing lines of data and nothing else. If you just want to show data with no preference to seeing totals, calulations or groups of data then this is the report for you just to keep it simple. It is also best to use this report type if you are planning to use it to export data.

    Summary – As soon as you click “Group by this field” as shown in the above image, you will turn the report into a summary report. Summary reports are probably the most commonly used and are great for showing groups of data e.g. If you want to see your recent accounts opportunities they will be grouped by account and you can see each opportunity under the account. From then you can do calculations, you can see the total amount of sales under an account, you can see the maximum, minimum and also average amount. You can also sub group fields by dragging them under the initial group.

    Matrix – Matrix reports are very similar to Summary but they allow you to group by rows as well as columns to see different totals. Matrix reports aren’t commonly used unless you have to display lots of complex data.

    Joined Reports – Joined reports allow you to create two separate reports so that you can compare data. Again not most commonly used.

    Thanks.

  • Aman

    Member
    September 29, 2018 at 6:19 pm

    Hi,

    There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report.

    Tabular – The images that I have shown you in this post have all been from a tabular report. This is the simplest of reports and is suited to just showing lines of data and nothing else. If you just want to show data with no preference to seeing totals, calulations or groups of data then this is the report for you just to keep it simple. It is also best to use this report type if you are planning to use it to export data.

    Summary – As soon as you click “Group by this field” as shown in the above image, you will turn the report into a summary report. Summary reports are probably the most commonly used and are great for showing groups of data e.g. If you want to see your recent accounts opportunities they will be grouped by account and you can see each opportunity under the account. From then you can do calculations, you can see the total amount of sales under an account, you can see the maximum, minimum and also average amount. You can also sub group fields by dragging them under the initial group.

    Matrix – Matrix reports are very similar to Summary but they allow you to group by rows as well as columns to see different totals. Matrix reports aren’t commonly used unless you have to display lots of complex data.

    Joined Reports – Joined reports allow you to create two separate reports so that you can compare data. Again not most commonly used.

    Thanks.

  • Aman

    Member
    September 29, 2018 at 6:17 pm

    Hi,

    Salesforce Matrix report is similar to Summary reports and is the most complex Salesforce report format where records data is summarized in a grid format. Matrix reports allow records to summarize data by both columns and rows. Salesforce Matrix report is used to compare related tools

    Thanks

  • Aman

    Member
    September 29, 2018 at 6:09 pm

    Hi

    Custom Report Types are a fantastically easy way to create complex, dynamic reports that go beyond standard Salesforce reports.. A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab. By default, you get given various standard reports that Salesforce generates automatically for you. These reports link standard objects together like Accounts with Opportunities, Opportunities with Products, as well as reporting on Objects on their own,

    e.g. “Cases”. If you also create custom objects and add lookup/master-detail relationships, Salesforce will automatically create standard report types for these as well, such as Opportunities with Shipping or Opportunities and Shipping (Depending on whether it is a lookup or master-detail).

    Custom report types can include up to 4 objects in a parent-child mode, include fields from lookups to other object as well as a whole bunch of other features, let’s take a deeper look. To get started on CRT please navigate to..

     

    Thanks

  • Aman

    Member
    September 29, 2018 at 6:04 pm

    Hi,

    In salesforce reports, bucket fields are used to categorize reports records . When we use bucket field in reports there is no need of creating formula or a custom field.

    Thanks

  • Aman

    Member
    September 29, 2018 at 5:45 pm

    Hi ,

    In Enterprise Edition, Unlimited Edition, and Performance Edition, you can schedule dashboards to refresh daily, weekly, or monthly.You can do this:

    <html>
    <head>
    <script type=”text/javascript”>
    var run;
    function refresh()
    {
    var dashboardButton = document.getElementById(‘db_ref_btn’);
    if (dashboardButton == null)
    {
    alert(‘Please add Dashboard Snapshot to the Home Page’);
    }
    else
    {
    dashboardButton.click()
    }
    }
    window.onload = setInterval(refresh);
    </script>
    </head>
    </html>

    Thanks.

  • Aman

    Member
    September 29, 2018 at 5:28 pm

    Hi,

    Dashboard supports Summary and Matrix report types and dashboard supports tabular also but only if rows are limited (maximum 10).

    Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

    Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.

    Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

    Joined: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.

    Thanks.

  • Aman

    Member
    September 29, 2018 at 5:22 pm

    Hi,

    It is hard to remember the headers when you are viewing a report with thousands of rows. Instead of scrolling, create floating headers by freezing columns and rows. After Spring’14 release when you scroll down to read a report, you can choose to have the header rows at the top or on the left of the report stay visiblility

    Thanks

  • Aman

    Member
    September 29, 2018 at 5:20 pm

    Floating header feature is available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited except Database.com editions.

    To enable this feature follow the path:

    Click on Name | Setup | App Setup | Customize | Reports & Dashboards | User Interface.
    Select “Enable Floating Report Headers” check-box.
    Click on Save.

    Thanks

  • Aman

    Member
    September 29, 2018 at 5:07 pm

    Hi,

    Limitations
    Time triggers don’t support minutes or seconds.
    Time triggers can’t reference the following:DATE or DATETIME fields containing automatically derived functions, such as TODAY or NOW.
    Formula fields that include related-object merge fields.
    Salesforce limits the number of time triggers an organization can execute per hour. If an organization exceeds the limits for its Edition, Salesforce defers the execution of the additional time triggers to the next hour. For example, if an Unlimited Edition organization has 1,200 time triggers scheduled to execute between 4:00 PM and 5:00 PM, Salesforce processes 1,000 time triggers between 4:00 PM and 5:00 PM and the remaining 200 time triggers between 5:00 PM and 6:00 PM.
    You can't archive a product or price book that has pending actions.
    If time-based workflow actions exist in the queue, you can’t add or remove time triggers or edit trigger dates without deleting the actions first. Because the deleted records can’t be restored, carefully consider the implications of editing the workflow rules before you proceed. If you decide to edit the workflow rules, deactivate the workflow that you want to edit, edit the rules as needed, and then save your changes. For information about finding and deleting time-based workflow actions in the queue, see Monitor Pending Workflow Actions.You also can’t add or remove time triggers if:

    The workflow rule is active.
    The workflow rule is deactivated, but has pending actions in the queue.
    The workflow rule evaluation criteria is set to Evaluate the rule when a record is: created, and every time it’s edited.
    The workflow rule is included in a package.

    Thanks

Viewing 1 - 25 of 189 posts