Forum Replies Created

Viewing 1 - 25 of 58 posts
  • Jade

    Member
    February 18, 2019 at 7:15 am

    There are multiple CRM platforms available now a days, to name them a few :

    1. Salesforce
    2. Microsoft CRM
    3. Zoho
    4. Sugar CRM
    5. Netsuite
  • Jade

    Member
    February 18, 2019 at 7:13 am

    Custom settings are like custom objects and in Salesforce there are two types of custom settings available :

    1. List Custom Settings
    2. Hierarchical Custom Settings

    Please follow this article for more details.

    Link : https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_customsettings.htm

     

  • Jade

    Member
    February 14, 2019 at 7:07 am

    You can do it from the command line.

    Please check : https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/command_line_intro.htm

  • Jade

    Member
    February 13, 2019 at 6:25 am

    No Problem 🙂

  • Jade

    Member
    February 12, 2019 at 8:30 am

    Hi Pavan,

    Above was a rough code to achieve the requirement.. Although that will also work in every scenario.

    Please find more optimized code for the same -

    public class ContactTriggerHelper {
        
        /* *call this method on before Insert and before upate of Contact
        * before insert -
        * Parameters - Trigger.New, null
        * 
        * before update -
        * Parameters - Trigger.New, Trigger.oldMap
        *  */
        public static void contactDateUpdate(List<Contact> newList, Map<Id, Contact> oldMap){
            Set<Id> accIds = new Set<Id>();
            for(Contact con : newList){
                if(con.AccountId != null){
                    accIds.add(con.AccountId);
                }
            }
            
            Map<Id, Account> accountMap	= new Map<Id, Account>([SELECT Id, MyDate__c FROM Account WHERE Id IN: accIds]);
            for(Contact con : newList){
                if(oldMap == null && accountMap.get(con.AccountId).MyDate__c != null ){
                	con.MyDate__c = accountMap.get(con.AccountId).MyDate__c.addMonths(1);
                }else if(oldMap != null && con.AccountId != null && (con.MyDate__c == null || con.MyDate__c != oldMap.get(con.Id).MyDate__c || con.MyDate__c != accountMap.get(con.AccountId).MyDate__c)){
                    con.MyDate__c = accountMap.get(con.AccountId).MyDate__c.addMonths(1);
                }
            }
        }
    }

    Hope this will help.

    Thanks

    Avinash

    • This reply was modified 2 years, 9 months ago by  Jade.
  • Jade

    Member
    February 12, 2019 at 7:48 am

    Hi Pavan,

    You can achieve it in before Insert and before update of the contact.

    PFB the code for the same -

    public class ContactTriggerHelper {
        
        /* *call this method on before Insert and before upate of Contact
         * before insert -
         * Parameters - Trigger.New, null
         * 
         * before update -
         * Parameters - Trigger.New, Trigger.oldMap
         *  */
        public static void contactDateUpdate(List<Contact> newList, Map<Id, Contact> oldMap){
            Map<Id, List<Contact>> 	accContactMap 	= new Map<Id, List<Contact>>();
            
            for(Contact con : newList){
                if(oldMap == null && con.AccountId != null){
                    if(accContactMap.containsKey(con.AccountId)){
                        accContactMap.get(con.AccountId).add(con);
                    }else{
                        accContactMap.put(con.AccountId, new List<Contact>{con});
                    }
                }else if(oldMap != null && con.AccountId != null && (con.MyDate__c == null || con.MyDate__c != oldMap.get(con.Id).MyDate__c)){
                    if(accContactMap.containsKey(con.AccountId)){
                        accContactMap.get(con.AccountId).add(con);
                    }else{
                        accContactMap.put(con.AccountId, new List<Contact>{con});
                    }
                }
            }
            
    		Map<Id, Account> accountMap	= new Map<Id, Account>([SELECT Id, MyDate__c FROM Account WHERE Id IN: accContactMap.keySet()]);        
            for(Id accId : accContactMap.keySet()){
                for(Contact con : accContactMap.get(accId)){
                    con.MyDate__c = accountMap.get(accId).MyDate__c.addMonths(1);
                }
            }
        }
    }

     

    I hope this will help.

    Thanks

    Avinash

    • This reply was modified 2 years, 9 months ago by  Jade.
    • This reply was modified 2 years, 9 months ago by  Jade.
    • This reply was modified 2 years, 9 months ago by  Jade.
  • Jade

    Member
    February 12, 2019 at 6:33 am

    There are some prebuilt themes already available in Salesforce for the community. You can always customize and change the branding as per your business needs.

    Please check out available features here: Salesforce Community

  • Jade

    Member
    February 12, 2019 at 6:30 am
  • Jade

    Member
    February 12, 2019 at 6:28 am

    Please refer this article : https://help.salesforce.com/articleView?id=app_for_outlook_overview.htm&type=5

     

  • Jade

    Member
    February 12, 2019 at 6:18 am

    You can use the quote standard object in Salesforce and generate documents.

    Please let us know how do you want to automate the process.

  • Jade

    Member
    February 12, 2019 at 6:12 am

    Hi Promila,

    What is the issue that you see with case?

    By populating " related to" field you should be able to link a task with case.

  • Jade

    Member
    February 6, 2019 at 9:33 am

    Triggers should be written in bulkified manner. Setup some debug logs and try to understand the flow of apex trigger along with the events.

    Apex Trigger

  • Jade

    Member
    February 6, 2019 at 9:30 am

    It seems like there is some problem with your connected app settings.

    Can you please try with a fresh token ?

  • Jade

    Member
    February 5, 2019 at 7:54 am

    That's tricky and you will have to play with lightning: tree attribute.

    Resources: https://developer.salesforce.com/docs/component-library/bundle/lightning:tree/examples

  • Jade

    Member
    February 5, 2019 at 7:47 am

    In order to debug and understand the flow of automated processes in user perspective with system context.

    You can debug Apex classes, Apex triggers, workflows, approval process and also define configure trace flags and debug levels.

    Please check: https://help.salesforce.com/articleView?id=code_add_users_debug_log.htm&r=https%3A%2F%2Fwww.google.com%2F&type=5

  • Jade

    Member
    February 5, 2019 at 7:45 am

    Analytics lens provides a wider view of your data. It works with datasets and dashboards.

    Check out :https://trailhead.salesforce.com/en/content/learn/modules/wave_analytics_basics/wave_get_ready_for_trail

  • Jade

    Member
    February 5, 2019 at 7:41 am

    You will have to enable the community first of all, once done then you can create a community :

    1. Setup -> Customize -> Communities -> All communities

    2. Click the New Community button.  Select the Napili template

    3. Enter the name of the Community and save the records.

  • Jade

    Member
    February 5, 2019 at 6:08 am

    Under your user profile, enable Development Mode and View State.

    You should be able to see it on the page you're working on; it will be in the bottom section (the code editor).

  • Jade

    Member
    January 30, 2019 at 10:32 am

    Please check out following links :

    Custom Buttons

    Lightning Buttons

    It's just that in lightning version custom buttons are not supported, you will have to work on the workaround using lightning component.

  • Jade

    Member
    January 30, 2019 at 10:29 am

    You can try reloading the window with callback method.

    parent.location.reload();

    For any issues setup console logs to understand the flow.

     

  • Jade

    Member
    January 30, 2019 at 10:26 am

    You can also explore report features here. Summary report on case to display only open cases and then group it by owner names.

     

  • Jade

    Member
    January 30, 2019 at 10:23 am

    Hi Anjali,

    Now you should be able to understand that how lead assignment rules work in Salesforce.

    Let us understand that when lead assignment rules get executed in Salesforce :

    1. The original record is loaded from the database (or initialized for an insert statement)
      2. The new record field values are loaded from the request and overwrite the old values
      3. All before triggers execute (TRIGGERS)
      4. System validation occurs, such as verifying that all required fields have a non-null value, and running any user-defined validation rules (VALIDATIONS)
      5. The record is saved to the database, but not yet committed
      6. All after triggers execute
      7. Assignment rules execute
      8. Auto-response rules execute
      9. Workflow rules execute (WORKFLOW)
      10. If there are workflow field updates, the record is updated again
      11. If the record was updated with workflow field updates, before and after triggers fire one more time (and only one more time)
      12. Escalation rules execute
      13. All DML operations are committed to the database
      14. Post-commit logic executes, such as sending email

    Thanks

  • Jade

    Member
    January 29, 2019 at 10:51 am

    You will have to play around with lightning: input here.

    Reference : https://salesforce.stackexchange.com/questions/160160/show-custom-error-on-lightninginput

     

     

  • Jade

    Member
    January 29, 2019 at 6:36 am

    Hi Ratnakar,

    You can try lightning map here. Please check out : https://developer.salesforce.com/docs/component-library/bundle/lightning:map/example

     

  • Jade

    Member
    January 29, 2019 at 6:19 am

    For Case Routing, you can explore Case Assignment Rules.

    Some of the best practices are :

    1) Round Robin Algorithm

    2) Define a default case owner for last entry of case assignment rules so that in case if a case doesn't meet all the entries the case should be assigned to some user.

     

     

Viewing 1 - 25 of 58 posts