Forum Replies Created

Page 24 of 57
  • shariq

    Member
    September 20, 2018 at 8:08 PM in reply to: Is it possible a multi-level relationship query on Chatter/Comments?

    Hi,

    Try this -

    List<FeedItem> testfeed = [SELECT Id (SELECT
    Id, CommentBody, FeedItemId FROM FeedComments) FROM
    FeedItem WHERE ParentId IN (SELECT Id FROM
    sobject__c WHERE field__c = 'testvalue')];

    Hope this helps.

  • Hi,

    f you feel this task will be too much for you and your organization to complete please reach out to your Account Executive to get you in contact with one of our Salesforce Consultants that can accomplish the Data Migration for you. This article is under the assumption that you have all the vital Meta Data existing in your New Org.

    We recommend that you watch the video, How to Import Data into Salesforce to become familiar with what will be required to import all your Data from an Old Org into a New Org.

    To import records from one organization into another, you'll need to import the records in a particular order to maintain their relationships. Their relationships are defined by their Salesforce IDs, not their names,  so you'll need to match IDs and Names up. You can do this with a Vlookup.

    If a VLookup isn't something you're comfortable with, you can use existing Record IDs as External IDs on most Objects.

    If you want to only import Accounts, Contacts, Leads, Solutions or any of your custom object records, you have the option to use the Data Import Wizard.

    In the event that you need to insert all other objects not listed above, and you're on the Enterprise, Performance, or Unlimited editions, you'll need to use the Data Loader.

    Use the VLookup functionality to map the name of the Account from the Account Record into the Contact records based on the displayed Account ID. When performing the import, you'll be able to perform the imports in any order you desire, though the Accounts and Contacts will need to be imported jointly.

    It is best to import or recreate your Users into your New Org once you have your Meta Data in order.  Remember that you need to alter the Usernames in the Old Org so your Users can use their preferred Username in the New Org.

    Hope this helps.

  • Hi,

    In order to import records from one organization into another, you will need to import them in a particular order to maintain their relationships. However, their relationships are currently defined with their Salesforce IDs (and not their names) so you will need to match IDs and Names up. You can do this with the VLookup functionality available within Microsoft Excel.

  • shariq

    Member
    September 20, 2018 at 8:06 PM in reply to: Share with me an External Lookup field in Salesforce Example?

    Hi,

    External lookup is used to connect two sobject of different orgs instance.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 8:03 PM in reply to: How to append a value in html datalist?

    Hi,

    I found this online -

    <input name="car" list="anrede" />
    <datalist id="anrede"></datalist>

    <script type="text/javascript">
    var mycars = new Array();
    mycars[0]='Herr';
    mycars[1]='Frau';

    var options = '';

    for(var i = 0; i < mycars.length; i++)
    options += '<option value="'+mycars[i]+'" />';

    document.getElementById('anrede').innerHTML = options;
    </script>

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 8:02 PM in reply to: Want to merge two organisations with a third party application

    Hi,

    But in this case put record type different as differentiating two org.

    Thanks.

  • shariq

    Member
    September 20, 2018 at 7:59 PM in reply to: API version Apex Class

    HI,

    Try to have same api versions for every apex class in your org.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:58 PM in reply to: Enabling AppExchange on Salesforce account.

    Hi,

    If you're using one of the editions listed above and would like the AppExchange enabled for your organization, have a system administrator open a case with Salesforce Support and include the following details:

    1. On your case, specify AppExchange Download and AppExchange Upload.
    2. Include your ID of the production or sandbox organization where you would like this enabled (under Setup | Company Profile | Company Information).

    Request for 'AppExchange Download' to download applications.
    Request for 'AppExchange Upload' to upload both Public and Private packages to AppExchange.
    Our Support team will review your request and take action.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:57 PM in reply to: User Management - Hiding Report Folders

    Hi,

    To hide report folders that are not in use in your organisation, you have to disable access levels for sharing report and dashboard folders.first.

    NOTE: You need administrator access in order to hide unused report types.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:56 PM in reply to: How to enable Salesforce Wave functionality in dev org?

    Hi,

    • As first steps you need to sign up for a WAVE development org.
    • You can register for your very own WAVE developer Org here
    • Now click on the link – https://startsurfingthewave.herokuapp.com/actions/enablement
    • You’ll have to sign in into the developer org created in Step 1 and click Allow.
    •  Click on Go to My Org
    •  Click on Enable Analytics
    • On the Previous Page click on Verify Setup and Assign Permissions
    • Once this setup is complete, you’ll see Analytics in the App picker. If you don’t refresh your page.
    • Select Analytics.

    You might want your users to be able to download the results of an exploration. With downloaded explorations, users can save a snapshot in time, compare with other explorations, or manipulate the data in some other tool.

    Users can download the results from lens explorations and dashboard widgets as images (.png), Microsoft® Excel® (.xls), or comma-separated values (.csv) files.

    Assign users a permission set that includes Download Analytics Data. Users with the permission see download options when they select Download from a dashboard widget.

    To set up users to download data from Analytics, complete the following steps.

    From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
    Select the Analytics permission set where you want to add the permission, and then select System Permissions.
    Click Edit, then select Download Analytics Data, if it’s not already selected.
    Click Save.
    Sometimes you want to prevent users from downloading Analytics exploration results. When you do, remove the permission from those users.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:52 PM in reply to: How to debug the child values in parent to child query using for loop?

    Hi,

    Could you tell me your requirements that what you are trying to do.

    thanks.

  • shariq

    Member
    September 20, 2018 at 7:51 PM in reply to: Process Builder problem while referencing parent field

    Hi,

    Add isNull check in your process builder.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:49 PM in reply to: How to create popup from Visualforce page?

    Hi,

    Note -

    Use java script rather using apex side  as it is fast.

    Hope this helps.

  • Hi,

    You can use apps present in app exchange, there might be a feature regarding it.

    Hope this helps.

  • Hi,

    You can also use multiple pageblocksection.

    Hope this helps.

  • Hi,

    Just use multiple components on page rerender it.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:45 PM in reply to: How to export schema in Salesforce?

    Hi,

    I found this online-

    Exporting ER diagrams from Salesforce

    Step 1: Create a new database model diagram template. ...
    Step 2: Select the Reverse Engineer tool. ...
    Step 3: Select Driver and Data Source and, when prompted, log in. ...
    Step 4: Select Object Types. ...
    Step 5: Select desired tables and add shapes. ...
    Step 6: Review selection and click finish.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:44 PM in reply to: How can I use Custom Pagination in Salesforce?

    Hi,

    Note - 

    If your data limit is under 2000, Offset based pagination can be helpful.

    If more than 2000, you can create your own custom offset functionality in apex and use that on next button click.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:42 PM in reply to: Splitting label values on '\n' is not getting same values on comparing

    Hi,

    I think there is a problem regarding string case, try equalIgnoreCase().

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:39 PM in reply to: How can I get the developer trial version of wave analytics?

    Hi,

    For years, millions of Salesforce users have leveraged out of the box operational reports and dashboards to quickly look up their data, understand performance and communicate results. However, with the amount of customer data volume growing exponentially every day, exploring data manually has become a bigger challenge, and analytics has become more important than ever before. It is impossible for anyone to spot every trend, understand every correlation or test every hypothesis by manual data exploration alone. To address this challenge, today we are announcing the launch of Einstein Analytics so millions of CRM users will be able to utilize advanced analytics powered by artificial intelligence (AI). Now companies have a way to empower their sales reps, service agents, marketers and analysts with the insights they need to make every customer interaction smarter, without having to build mathematical models, write algorithms or ask an expert for help.

    This means our customers can now continue their analytics journey with advanced analytics apps built right into Salesforce. Einstein Analytics delivers a portfolio of contextually relevant, self-service analytics apps that empower every CRM user to explore data and uncover insights—from a simple sales pipeline dashboard to the most advanced complex forecasting decision. With the new AI-powered Einstein Discovery, Einstein Analytics apps can automatically analyze billions of data combinations to surface predictive insights and prescriptive recommendations. Built on the world’s #1 CRM platform, now every sales rep, service agent, marketer and analyst can unlock new opportunities from within their data to make every customer interaction smarter. Einstein Analytics now arms customers with:

    Analytics apps for sales, service, marketing: Salesforce has revolutionized CRM analytics with role-specific, native analytics apps that break down the barriers to data accessibility, exploration and actionability for every Salesforce user. Einstein Analytics apps are pre-configured with role-specific KPIs built in Salesforce, providing users with an intuitive, self-service way to drill into the most up-to-date data, uncover insights, collaborate and take instant action from any device. Sales Analytics allows sales reps and leaders to manage forecasts, pipelines and team performance. Service Analytics enables service agents and call center managers to improve customer satisfaction, agent efficiency and channel optimization. B2B Marketing Analytics brings data-driven marketers insights on engagement, pipeline and campaign performance needed to take action. In addition, customers can also build and customize their own custom analytics apps on the Salesforce platform -- with the new analytics app designer, visual data prep and external data connectors.

    Actionable AI with New Einstein Discovery: Einstein Discovery conducts thousands of statistical checks to confirm each trend is valid, and also provides intelligent explanations for the patterns it identifies, delivered in easy-to-understand language. To complete the analytics workflow, Einstein Discovery offers guided recommendations on how to take action and even helps CRM users communicate its findings quickly with auto-generated slide presentations that contain visualizations and talking points. For example, the Sales Analytics app can analyze thousands of deals with Einstein Discovery, which can tell a sales manager the top three factors that have the greatest impact on closing a deal across products, regions, industries and more. Furthermore, because Einstein Analytics is not a black box, business analysts can access the complete model and algorithms behind the analysis to gain a deeper understanding of how the predictions and recommendations were derived.

    Hope this helps.

  • Hi,

    If you need to display Salesforce data to people other than those that have Salesforce accounts, Visualforce pages is the best way to go. It allows users to view, edit, or even add data without exposing the data to third party systems. For developers creating Visualforce apps is way easier than creating ad-hoc third party web apps that call upon Salesforce data.

    Seeing the popularity of Visualforce, Salesforce started expanding upon the product and within few years of its launch we saw support for jQuery, brand new REST API, and ForceTK; a JS proxy calling library. However, the game changer for Salesforce and JavaScript development was when Salesforce allowed JavaScript remoting for Apex Controllers. JS remoting allowed you to access server side apex controller methods through JS directly. Along with Remote Objects, this allowed more flexibility and dynamic usage of Visualforce pages resulting in an even greater adoption of the tool. More and more organizations were depending upon Visualforce pages to display data to clients, partners, and other users now. This called for a more appealing UI for the Visualforce pages and frontend JS framework and libraries were naturally called into the fray. AngularJS being the most popular one was naturally the favorite for the task of creating eye candy dynamic Visualforce pages.

    In our previous post we talked about why exactly AngularJS is great for creating Visualforce pages. In this post, we will talk about the HOWS. I am assuming that you have some general understanding of AngularJS framework, Salesforce Visualforce pages, and have experience with JavaScript.

    JavaScript saw a renewed interest partially because of the success of its frameworks and partially because of greater need for a more visually appealing mobile friendly single page application. In Visualforce pages, the backend part is not that flexible but that’s because of the level of security that comes with Visualforce. The frontend part, on the other hand, is all yours. So frontend frameworks like AngularJS are greatly preferred to create organized, structured applications having good response times.

    Now considering that each Visualforce app involves around CRUD (create, read, update, delete) operations on Salesforce data, there are three prevalent approaches for fetching and binding data from Salesforce to Visualforce controllers.

    Creating JavaScript Remote objects and using it with Visualforce,
    Using JSON,
    And using ForceTK libraries along with AngularJS libraries.

    The differences are subtle in small apps but as the complexity of your app grows, the difference would be more prominent.

    The beauty of Visualforce pages is that you can start coding from the word go without opening or uploading multiple files to a server or such. So here I am assuming that you have an understanding about VF pages and can create a standalone page in the SFDC setup.

    Hope this helps

  • shariq

    Member
    September 20, 2018 at 7:36 PM in reply to: MetaData Api Call for Users with non-ModifyAllData Permission

    Hi,

    I found this on forcetalks blog -

    Running Metadata API in Apex as a specific user

    Calling the metadata API in Apex requires admin permission or at least the “Modify All Data” permission. To run the code as a non-admin user, you need to first login as the system administrator, get a session ID, pass it to the request header, and then make the call.

    To achieve this, we can call SOAP API of Partner or Enterprise WSDL for login as the system administrator, get a session ID and then pass it to the request header, and then make a call.

    Steps for obtaining partner and metadata wsdl and then create a webservice class from it.
    – Generate from Setup in Salesforce (enter API in the Quick Find box, then select API)
    – Download the appropriate WSDL document and save it to a local directory.
    – Generate a Class from WSDL, by clicking “Generate WSDL” Button.

    Example of accessing metadata for read listview with specific user:-

    public static MetadataService.MetadataPort createService() {
    Boolean orgType;
    orgType = [SELECT Id, IsSandbox FROM Organization where Id = : UserInfo.getOrganizationId() LIMIT 1].IsSandbox;
    if(orgType){
    credentials = Credentials__c.getInstance('Sandbox');
    }
    else{
    credentials = Credentials__c.getInstance('Production');
    }

    final String USERNAME = credentials.User_Name__c;

    final String PASSWORD = credentials.Password__c;
    final String SECURITY_TOKEN = credentials.Security_Token__c;
    // Calling Partner class for login with specific user
    PartnerSoapSforceCom.Soap loginConnection = new PartnerSoapSforceCom.Soap();
    PartnerSoapSforceCom.LoginResult config = loginConnection.login(USERNAME,PASSWORD+SECURITY_TOKEN);
    userSessionId = config.sessionId;

    // Calling Metadata Class
    MetadataService.MetadataPort service = new MetadataService.MetadataPort();
    service.SessionHeader = new MetadataService.SessionHeader_element();
    service.SessionHeader.sessionId = userSessionId;
    return service;
    }
    // Calling createService method for reading list view.
    MetadataService.MetadataPort metadataService = createService();
    MetadataService.ListView readListView = (MetadataService.ListView)metadataService.readMetadata('ListView', new String[] { 'product2.'+listViewAPIName.DeveloperName}).getRecords()[0];
    listviewCoumns.addAll(readListView.columns);

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:34 PM in reply to: Is there any way to validate UTF-8 in regex?

    Hi,

    Yes you can do it through regex.

    Hope this helps.

  • Hi,

    Found this online -

    Use change sets to move your community between related orgs that have a deployment connection, such as your sandbox and production orgs. Create, customize, and test your community in your test environment and then migrate the community to production when testing is complete.

    You can use change sets to move Lightning communities and Salesforce Tabs + Visualforce communities.
    Create and test your community in your preferred test org, such as sandbox.
    From Setup in your test org, enter Outbound Change Sets in the Quick Find box, and then select Outbound Change Sets.
    Create a change set, and click Add in the Change Set Components section.
    Select the Network component type, choose your community, and then click Add to Change Set.
    To add dependent items, click View/Add Dependencies. We recommend selecting all the dependencies listed.

    For navigation menus that link to standard objects, custom list views aren’t included as dependencies. Manually add the custom list view to your change list.
    Manually add new or modified profiles or permission sets referenced in Administration | Members.
    The list of dependencies has two Site.com items—MyCommunityName and MyCommunityName1. MyCommunityName holds the various Visualforce pages that you can set in Administration (in Community Workspaces or Community Management). MyCommunityName1 includes the pages from Community Builder.

    Click Upload and select your target org, such as production.Make sure that the target org allows inbound connections. The inbound and outbound orgs must have a deployment connection.
    From Setup, select Inbound Change Sets and find the change set that you uploaded from your source org.
    Validate and deploy the change set to make it available in the target org.

    When you deploy an inbound change set, it overwrites the community in the target org.
    Manually reconfigure any unsupported items in the target org community.
    Add data for your community, and test it to make sure that everything works as expected. Then publish your changes to go live.

    Hope this helps.

  • shariq

    Member
    September 20, 2018 at 7:31 PM in reply to: How to implement VLookup in Salesforce formulas?

    Hi,

    Try this -

    VLOOKUP(field1, lookup, value)

    Hope this helps.

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