shariq
IndividualForum Replies Created
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In normal scenario all custom fields ends with “__c” and relationships ends with “__r” However for Person accounts, custom fields ends with “__pc” and custom relationship ends with “__pr”.
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Create formula field in User Object with formula “Profile.UserLicense.Name”.
Note: You need to copy and paste this value because it doesn’t show up in the fields drop down. -
Person Account is used for B2C & Business Account is B2B model in Salesforce. In real life, headquarter or head office of business Account can never be person Account. Therefore we cannot choose Person Account as parent Account for Business Account. It will throw error –Parent Account may not be a person account.
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As it acts as Account (2kb) and Contact (2kb), total space taken is 4kb.
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Master Detail
Many to Many
Lookup
Hierarchical (It is available only on User Object, we cannot create this relationship) -
If the Account is deleted then Contact, Opportunity will also be deleted from Salesforce which are related to that Account.
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Roll up summary field in salesforce calculates the Count, Sum, Min or Max of particular field of any child record. Thus, we can say that Roll up summary field can only be created on Master object
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You can add, edit, or delete Apex using the Salesforce.com user interface only in a Developer Edition organization, a Salesforce.com Enterprise Edition trial organization, or sandboxorganization. In a Salesforce.com production organization, you can only make changes to Apex by using the Metadata API , deploycall, the Force.com IDE, or the Force.com Migration Tool. The Force.com IDE and Force.com Migration Tool are free resources provided by salesforce.com to support its users and partners, but are not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
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ISNULL:
Determines if an expression is null (blank) and returns TRUE if it is. If it contains a value, this function returns FALSE.
Text fields are never null, so using this function with a text field always returns false. For example, the formula field IF(ISNULL(new__c) 1, 0) is always zero regardless of the value in the New field. For text fields, use the ISBLANK function instead.
Multi-select picklist fields are never null in s-controls, buttons, and email templates, so using this function with a multi-select picklist field in those contexts always returns false.
Empty date and date/time fields always return true when referenced in ISNULL functions.
Choose Treat blank fields as blanks for your formula when referencing a number, percent, or currency field in an ISNULL function. Choosing Treat blank fields as zeroes gives blank fields the value of zero so none of them will be null.
Merge fields can be handled as blanks, which can affect the results of components like s-controls because they can call this function.
When using a validation rule to ensure that a number field contains a specific value, use the ISNULL function to include fields that do not contain any value. For example, to validate that a custom field contains a value of ‘1,’ use the following validation rule to display an error if the field is blank or any other number: OR(ISNULL(field__c), field__c<>1)ISBLANK:
Determines if an expression has a value and returns TRUE if it does not. If it contains a value, this function returns FALSE.
Use ISBLANK instead of ISNULL in new formulas. ISBLANK has the same functionality as ISNULL, but also supports text fields. Salesforce.com will continue to support ISNULL, so you do not need to change any existing formulas.
A field is not empty if it contains a character, blank space, or zero. For example, a field that contains a space inserted with the spacebar is not empty.
Use the BLANKVALUE function to return a specified string if the field does not have a value; use the ISBLANK function if you only want to check if the field has a value.
If you use this function with a numeric field, the function only returns TRUE if the field has no value and is not configured to treat blank fields as zeroes. -
Governor limits do apply to all Salesforce instances (trial, developer, production or sandbox environments). However code coverage and successful execution of test classes is only enforced when deploying to a production environment.
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Certain fields can be defined as an external ID on an object. These can be used in order to match up data from external systems with a unique reference ID. For example, if you need to match up data from an external accounting system to the Accounts in Salesforce, you can use an external ID field to reference the Accounting systems unique ID instead of the Salesforce ID.
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Salesforce has a variety of API’s that let you interact with the system in different ways..
REST API – The REST API lets you integrate with Force.com applications using simple HTTP methods in either XML or JSON formats, making this an idea API for developing mobile applications or external clients.
Bulk API – The Bulk API provides a programmatic access that lets you quickly load data into your Salesforce organisation.
Streaming API – The Streaming API can be used to receive notifications for changes to Salesforce data that match a SOQL query you define. Streaming API is useful when you want notifications to be pushed from the server to the client based on criteria that you define.
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A connected app integrates an application with Salesforce using APIs. Connected apps use standard SAML and OAuth protocols to authenticate, provide single sign-on, and provide tokens for use with Salesforce APIs. In addition to standard OAuth capabilities, connected apps allow Salesforce admins to set various security policies and have explicit control over who can use the corresponding apps.
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OAuth is an open standard for access delegation, commonly used as a way to grant websites or applications access to their information on other websites, but without giving them the passwords.
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An outbound message is one automation function that can fire from a workflow rule. They can send a message to external web services which can contain field values, this can subsequently kick off additional processes in external systems.
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Whilst a page layout is used to define which fields, sections and related lists are displayed to a user, a record type can extend this by defining different business processes.
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Roll-up summary fields can be used to calculate information based off of a parent records child records. While a formula field can calculate information within a single record, roll-up summary fields can calculate data from a set of child records. For example, a roll-up summary field could be used to calculate the total value of all closed won opportunities on an account. Roll-up summary fields can only be used on a master-detail relationship.
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Custom Settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. You can use custom settings to store a variety of information that can be accessed easily by other Salesforce tools.
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Sharing rules can be set up in order extend sharing, and to grant users access to a set of records depending on a defined criteria. A sharing rule can beset upp to extend sharing to a profile, role or public group depending on either the owner of a record, or a field value. You can either assign Read-Only access to these users, or Read/Write access.
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Workflows and the Process Builder are declarative automation tools that can be used to extend the Salesforce platforms functionality. Both have point and click functionality and have a variety of functionality and features to automate business processes.
Workflow Rules – An automation tool that can evaluate an argument, and kick off an automation function. These functions can include a field update, sending an email message, creating a task, or sending an outbound message. A workflow can only evaluate a single criteria before it either triggers the automation or does not.
Process Builder – The process builder is a newer automation tool that has a wider variety of functions. These include creating a record, updating child records, posting to chatter, launching a flow and more (See full list here). The process builder can evaluate multiple criteria and trigger different automation depending on the one met.
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The Lightning Component framework is a UI framework for developing dynamic web apps for mobile and desktop devices. It’s a modern framework for building single-page applications engineered for growth.
The framework supports partitioned multi-tier component development that bridges the client and server. It uses JavaScript on the client side and Apex on the server side. -
Static resources allow you to upload content that you can reference in a Visualforce page, including archives (such as .zip and .jar files), images, style sheets, JavaScript, and other files.
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Visualforce is the component-based user interface framework for the Force.com platform. The framework includes a tag-based markup language, similar to HTML. Each Visualforce tag corresponds to a coarse or fine-grained user interface component, such as a section of a page, or a field. Visualforce boasts about 100 built-in components and a mechanism whereby developers can create their own components.
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There are three main types of collections…
Lists – A list is an ordered collection of elements that are distinguished by their indices. List elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types.
Sets – A set is an unordered collection of elements that do not contain any duplicates. Set elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types.
Maps – A map is a collection of key-value pairs where each unique key maps to a single value. Keys and values can be any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types. -
Bulkify your code
Avoid SOQL Queries or DML statements inside FOR Loops
Avoid Hardcoding IDs
Use of the Limits Apex Methods to Avoid Hitting Governor Limits
Querying Large Data Sets
