Divya Gaur
IndividualForum Replies Created
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Hi
Formula fields are not groupable they are not usable in the GROUP BY clause of a SOQL query.
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Hi,
A Salesforce App is a group of Tabs that makes it easy for users to access a set of related features in Salesforce.The concept of App as a way to organize Tabs is not used in the Salesforce1 Mobile App.
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Divya
MemberNovember 13, 2018 at 4:39 AM in reply to: Difference Between Salesforce Role And Profile?Hi Aman,
Profiles control a user's object- and field-level access permissions whereas roles control a user's record-level access permissions through role hierarchy and sharing rules.
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Divya
MemberNovember 12, 2018 at 10:28 AM in reply to: How to handle comma within a field while uploading using Salesforce Data Loader?Hi Manpreet,
To do this, you have to surround each of your data columns with quotes. So if I wanted to insert an Account with the Name of "Comma, Name" I would use:
"Name", "Industry"
"Account, Name", "Electronics" -
Divya
MemberNovember 12, 2018 at 10:23 AM in reply to: How to handle comma fields while uploading using Salesforce Data loader?Hi Prachi,
Inorder to do this, you have to surround each of your data columns with quotes. So if I wanted to insert an Account with the Name of "Comma, Name" I would use:
"Name", "Industry"
"Account, Name", "Electronics"
This allows the reader to separate the row columns. -
Divya
MemberNovember 1, 2018 at 1:25 PM in reply to: What are different kinds of reports in Salesforce?Hi,
In Salesforce we can Create 4 types of report formats
1. Tabular Reports: Simple listing of data without any subtotals. This type of reports provide you most basically to look your data. Use tabular reports when you want a simple list or a list of items with a grand total.
Example: This type of reports are used to list all accounts, List of contacts, List of opportunities…..etc.….
2. Summary Reports: This type of reports provide a listing of data with groupings and sub totals. Use summary reports when you want subtotals based on the value of a particular field or when you want to create a hierarchically grouped report, such as sales organized by year and then by quarter.
Example: All opportunities for your team subtotaled by Sales Stage and Owner.
3. Matrix Reports: This type of reports allow you to group records both by row and by column. A comparison of related totals, with totals by both row and column. Use matrix reports when you want to see data by two different dimensions that aren’t related, such as date and product.
Example: Summarize opportunities by month vertically and by account horizontally.
4. Joined Reports: Blocks of related information in a single report. This type of reports enables you to adopt five different blocks to display different types of related data. Each block can own unique columns, summary fields, formulas, filters, and sort order. Use joined reports to the group and show data from multiple report types in different views.
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Hi,
Custom Report Types are created by a System Administrator, or by a User whose Profile includes the “Manage Custom Report Types” permission. They allow us to define a foundation of objects and fields, which can be leveraged by your system's Users when creating Reports.
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Divya
MemberNovember 1, 2018 at 12:54 PM in reply to: Can we create Master Detail Relationship on existing records in Salesforce?Hi,
No we can't create directly we need to first create look up and then we can convert it into master detail
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Hi,
From Setup, enter Users in the Quick Find box, then select Users.
Click the username of the account you want to freeze.
Click Freeze to block access to the account or Unfreeze to allow access to the account again. -
Hi,
SalesforceIQ is customer relationship management (CRM) software from Salesforce.com that is available in two versions, SalesforceIQ for Small Business and SalesforceIQ for Sales Cloud. SalesforceIQ brings customer information together into a single platform that enables integration with marketing, sales, customer service and business analytics.
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Divya
MemberOctober 30, 2018 at 1:55 PM in reply to: Can we use Process Builder to schedule a Salesforce Apex Class?Hi Shafali,
yes we can, In actions section of process builder, we can execute apex method as well. This is the main advantage of process builder as we cannot execute the apex class using flows or workflows.
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Divya
MemberOctober 30, 2018 at 1:51 PM in reply to: What is the difference between Static and Dynamic Visualforce Bindings in Salesforce?Hi Ajay
Dyamic Visualforce Bindings : way of writing generic Visualforce pages that display information about records without necessarily knowing which fields to show.This allows a developer to design a single page that renders differently for various audiences, based on their permissions or preferences. Dynamic Visualforce binding is supported for standard and custom objects.In this Fields on the page are determined at run time, rather than compile time. whereas in Static Binding fields on the page are detemined at compile time.
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Divya
MemberOctober 30, 2018 at 1:45 PM in reply to: Is there a way to Query Salesforce Role Hierarchy?Hi Nitish
Try this:
public class Utility { // To get all sub roles. public static Set<ID> getAllSubRoleIds(Set<ID> roleIds) { Set<ID> currentRoleIds = new Set<ID>(); // get all of the roles underneath the passed roles for(UserRole userRole :[select Id from UserRole where ParentRoleId IN :roleIds AND ParentRoleID != null]) { currentRoleIds.add(userRole.Id); } // go fetch some more rolls! if(currentRoleIds.size() > 0) { currentRoleIds.addAll(getAllSubRoleIds(currentRoleIds)); } return currentRoleIds; } // To get all Parent Roles. public static Set<ID> getParentRoleId(Set<ID> roleIds) { Set<ID> currentRoleIds = new Set<ID>(); // get all of the parent roles. for(UserRole ur :[select Id, ParentRoleId from UserRole where Id IN: roleIds]) { currentRoleIds.add(ur.ParentRoleId); } // go fetch some more rolls! if(currentRoleIds.size() > 0) { currentRoleIds.addAll(getParentRoleId(currentRoleIds)); } return currentRoleIds; } } -
Divya
MemberOctober 29, 2018 at 2:02 PM in reply to: Can report data be accessed programmatically in Salesforce?The Salesforce Reports and Dashboards API via Apex gives you programmatic access to your report data as defined in the report builder. The API enables you to integrate report data into any web or mobile application, inside or outside the Salesforce platform. ... Integrate report data into custom objects.
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Divya
MemberOctober 29, 2018 at 1:58 PM in reply to: What is Page Layout and Record Types in Salesforce?Page layouts determine which data is displayed to your users on a record. We can change any element from a page, removing fields, sections, links and custom Visualforce code. You can apply page layouts to groups of users (Sales, Support, Finance, Management), to only show data that is relevant for that group of users.
Record Types:
Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile.
They are used to drive which page layouts users see when viewing records, based on their user profile.
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Divya
MemberOctober 26, 2018 at 1:47 PM in reply to: Can we use Standard Controller & controller attributes at a time in Salesforce?Hi Anjali,
A custom and standard controller cannot be referenced in the same page. Another way is you use extensions instead of Custom Controller.
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Hi Chanchal,
Chatter is an enterprise collaboration platform from Salesforce, a cloud-based customer relationship management (CRM) vendor.Chatter can be used as a employee directory. Each employee has a profile page with photo and work-related information that explains what the employee’s role is within the company, who the employee reports to, where the employee is located and how to contact the employee. Employees can “follow” both people and documents to collaborate on sales opportunities, service cases, campaigns, projects and tasks. Like Facebook and LinkedIn, Chatter allows users to manage their feeds and control how notifications are received.
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Divya
MemberOctober 26, 2018 at 1:39 PM in reply to: What is a Salesforce Analytics Query Language (SAQL)?Hi Prachi,
Salesforce Analytics Query Language (SAQL): is the query language offered by Salesforce Einstein to retrieve data from various sources . The lenses and dashboards in Einstein use SAQL behind the scenes to manipulate data for meaningful visualizations
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Hi Manpreet,
A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field. Controlling fields can be any picklist or checkbox field on the same record.
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Hi Aman,
Salesforce Editions are as follows:
- Essentials.
- Professional.
- Enterprise.
- Developer.
- Unlimited.
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Divya
MemberOctober 25, 2018 at 3:18 PM in reply to: What is Master Detail relationship and look up relationship in Salesforce?Hi Aman,
A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object.Lookup relationships can be one-to-one or one-to-many. for example The Account to Contact relationship is one-to-many because a single account can have many related contacts.
Master Detail Relationship: in this one object is the master(i.e; Parent) and another is the detail(i.e; Child). The master object controls certain behaviors of the detail object, like who can view the detail’s data.
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Divya
MemberOctober 24, 2018 at 5:10 AM in reply to: Difference between Salesforce Visualforce and Lightning?Hi Svee,
The Difference between Visualforce and Lightning are as follows:
1. Visualforce is a robust, mature platform for building page-centric apps. It is build only for Desktop purpose whereas Lightning components are for developing dynamic web applications for desktop and mobile devices.
2. Visualforce processes markup tags on the Salesforce server whereas Lightning Components process markup on the client.
3. In Visualforce, Apex code is used to handle server-side operation whereas, in Lightning, javascript is used to handle client-side server and Apex for Server-side process.
4. Visualforce supports Rendering pages as PDF whereas Lightning Components don’t support rendering as PDF output yet.Thanks