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  • Parul

    Member
    September 30, 2018 at 8:59 pm

    Creating a workflow rule
    A workflow in Salesforce is a great way to automate business processes. In order to create a workflow rule, you need 2 things:

    Criteria that cause that rule to run (in this case, when a person’s lead score hits a certain number)
    Actions that execute when a record matches the criteria (in this case, an email alert)
    Navigate to Your Name > Setup > App Setup > Create > Workflow & Approval > Workflow Rules.

  • Parul

    Member
    September 30, 2018 at 8:54 pm

    Yes, because profile is mendatory so morethan two user can have same profile.

     

  • Parul

    Member
    September 30, 2018 at 8:48 pm

    Charts, tables, gauges, metrics are component in the dashboard. User can select any of these components to view data.
    Chart: Chart is used for graphical presentation of data. The Visualforce has a variety of chart types to represent your data.

    Gauge: This can be used when the single value needs to point within the range of custom values.
    Metric: This used to represent data based on one key value.
    Table: Table is used to show the set of data.

    Dashboard Settings
    The dashboard setting option is available next to report setting for tabular reports limited by row.

    Dashboard Running User concept
    Each dashboard has a running user, based on security settings determined by the user the data is display in a dashboard.

    To select a dashboard’s running user in Salesforce Classic use following steps:

    - Go to Edit a dashboard.
    - Click the down arrow button next to the View dashboard as
    - Select a running user setting. It has two options
    - Run as specified user. In this view all users able to see the same data regardless of their personal security settings.
    - Run as logged-in user. This type of settings is used in a dynamic dashboard and each user can view only their own data
    - Then select the option “Let authorized users change running user” to enable a user with permission to change the running user on the dashboard view page.
    - If a user has “View My Team’s Dashboards” selection then dashboard as any user below them in the role hierarchy can view dashboard.
    - “View All Data” option will allow all users to edit the dashboard and view it as any user in their organization.
    - “Enable Other User’s Dashboard” will restrict the access to edit the dashboard. If they have access to it, though that user is not the running user and don’t have “View All Data.”
    - Click OK.
    - View dashboard as field, “running user”.
    - Click Save.

  • Parul

    Member
    September 30, 2018 at 8:38 pm

    Hello Shariq,

    I want to add more about attachment here,

    Attachment -Attachments are something specific to each record. you can control wether attachments are allowed on an object or not by a check box on object settings.Access to each record controls access to its attachments

    Thanks.

  • Parul

    Member
    September 30, 2018 at 8:37 pm

    Hello Shariq,

    Read this blog you will find your answer(link of the blog)

    Thanks.

  • Parul

    Member
    September 30, 2018 at 8:34 pm

    Hello Shariq,

    Because in after trigger we may need DML operation for insert and update while in before we don’t need DML. generally. That’s why we can’t insert and update in after triggers in sobject.

    Thanks.

  • Parul

    Member
    September 30, 2018 at 8:33 pm

    Hello Shariq,

    Here is a lightning code sample.

    <aura:application >
        <aura:Attribute name=’val’ type = ‘String’ />
        <ui:inputText value='{!v.val}’ keyup=”{!c.search}” />
    </aura:application>
    ({
    search : function(component, event, helper) 
    {
        if(event.getParams().keyCode == 13){
            alert(‘Enter key pressed’); // Do your work here fire the event
        }
    }
    })
  • Parul

    Member
    September 30, 2018 at 8:33 pm

    Hello Shariq,

    I suggest, use a permission set. Permission is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users' functional access without changing their profiles. Enable Work.com features by first creating permission sets that enable Work.com object permissions and tab visibility. Once created, assign the permission sets to users with access to Work.com.

    For example, to give users access to an object, create a permission set, enable the required permissions for that object, and then assign the permission set to those users. The user's profile does not change. You may want to have Work.com on Salesforce users with varying levels of permissions. While users can have only one profile, they can have multiple permission sets.

  • Parul

    Member
    September 30, 2018 at 8:32 pm

    Hello Shariq,

    Macros is defined as in case automation the automatically complete repetitive tasks on cases, such as selecting the right email templates, so that agents can spend time doing more important things. We can create macros to perform multiple actions on the Case Feed

    Thanks.

  • Parul

    Member
    September 30, 2018 at 8:22 pm

    You can define master-detail relationships between custom objects or between a custom object and a standard object. However, the standard object cannot be on the detail side of a relationship with a custom object. In addition, you cannot create a master-detail relationship in which the User or Lead objects are the master.

  • Parul

    Member
    September 30, 2018 at 8:22 pm

    Child record must have a associated parent.
    Cascade record-level security.
    Cascade record deletion.

  • Parul

    Member
    September 30, 2018 at 8:03 pm

    Advantages of generating reports in Salesforce

    Reports provide information about Accounts.
    Reports provide information about Contacts in Salesforce.
    Reports provide information about opportunities.
    Reports provide information about forecasts.
    Reports provide information about products and sales pipeline.
    we can get an organization’s lead information through reports.

    when creating custom or standard reports in Salesforce it is very easy to set up the report layouts. Report layouts can be done by drag and drop feature.

    A Standard Report presents what we believe is the most important data for any given domain, subdomain or URL in our index, including your own website or that of a competitor. The Standard Report has three main sections – an overview, a backlinks view, and an anchor text view.

  • Parul

    Member
    September 30, 2018 at 8:00 pm

    Not possible to create the MD relationship, First create as a lookup then populate each record as a parent then convert into master detail.

  • Parul

    Member
    September 30, 2018 at 7:56 pm

    For conversion you need to create first lookup then each child record populate
    as a parent record after that with each child having parent and then go back convert the lookup in to master-detail.

  • Parul

    Member
    September 30, 2018 at 7:52 pm

    I think use trigger for rollup summary on lookup.

  • Parul

    Member
    September 30, 2018 at 7:48 pm

    Relationship is optional.

  • Parul

    Member
    September 30, 2018 at 7:46 pm

    Not possiblle to delete if there is any pending action

  • Parul

    Member
    September 30, 2018 at 7:44 pm

    There is a criteria “Every time a record is created or edited” in this you can’t add Time dependent action in Workflow rule.

  • Parul

    Member
    September 30, 2018 at 7:39 pm

    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 visibility.

    Go to Setup=>Customize=>Reports and Dashboards=>User Interface settings=>Click on enable floating report header.

  • Parul

    Member
    September 30, 2018 at 2:04 pm

    Interface is like a class in which none of the methods have been implemented, the method signatures are there, but the body of each method is empty. To use an interface, another class must implement it by providing a body for all of the methods contained in the interface.

  • Parul

    Member
    September 29, 2018 at 1:18 am

    Apex class:

    public with sharing class opportunityController{
    public Opportunity opp {get;set;}
    public opportunityController(){
    opp = new Opportunity ();
    }

    public pageReference save(){
    insert opp;
    pagereference page =new ApexPages.StandardController(opp).view();//pageReference ('/apex/OpportunityPage');
    page.setRedirect(true);
    return page;
    }
    }

    Test Class:

    @isTest

    public class testOpportunityController{
    public static testMethod void testOpp () {
    opportunityController oppC = new opportunityController ();
    pageReference pager = page.OpportunityPage;
    Test.setCurrentPage(pager);
    oppC.opp.Name = 'abc';
    oppC.opp.Stagename = 'Prospecting';
    oppC.opp.Closedate = system.today();
    oppC.save();
    system.assert(oppC.opp.Id != null);

    apexPages.Currentpage().getParameters().put('Id',opp.id);
    }
    }

  • Parul

    Member
    September 29, 2018 at 1:17 am

    Use batch class

  • Parul

    Member
    September 29, 2018 at 1:16 am

    we can change the current user profile through apex code.

  • Parul

    Member
    September 29, 2018 at 1:16 am

    The following are methods for BusinessHours. All methods are static.

    add(businessHoursId, startDate, intervalMilliseconds) – Adds an interval of time from a start Datetime traversing business hours only. Returns the result Datetime in the local time zone.
    addGmt(businessHoursId, startDate, intervalMilliseconds) – Adds an interval of milliseconds from a start Datetime traversing business hours only. Returns the result Datetime in GMT.
    diff(businessHoursId, startDate, endDate) – Returns the difference in milliseconds between a start and end Datetime based on a specific set of business hours.
    isWithin(businessHoursId, targetDate) – Returns true if the specified target date occurs within business hours. Holidays are included in the calculation.
    nextStartDate(businessHoursId, targetDate) – Starting from the specified target date, returns the next date when business hours are open. If the specified target date falls within business hours, this target date is returned.

  • Parul

    Member
    September 29, 2018 at 1:15 am

    If you want to still update the accounts, you have to use the Salesforce APIs to update accounts OR you can make custom webservice in Salesforce and call it by authenticating salesforce. By that way the context would get change of both transactions. Let me know if you need more detail.

Viewing 1 - 25 of 1,305 posts