shariq
IndividualForum Replies Created
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shariq
MemberSeptember 16, 2018 at 9:42 PM in reply to: What is difference between “Export” and “Export All” in apex data loader?Hi,
Export : It is used to export the Salesforce Data(excluding recycle bin's data) into your local system.
Export All : It is used to export the Salesforce Data(including recycle bin's data) into your local system.
Hope it helps.
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shariq
MemberSeptember 16, 2018 at 9:41 PM in reply to: What is difference between “Export” and “Export All” in apex data loader?Hi
Export : It is used to export the Salesforce Data(excluding recycle bin's data) into your local system.
Export All : It is used to export the Salesforce Data(including recycle bin's data) into your local system.
Hope this helps.
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Hi,
Following are the Workflow Limitations:
Workflow can not trigger other workflow rules.
Description:You cannot call any other workflow within one workflow. Like we have requirement send email alert on certain condition and also update on same condition however some criteria. So we need to create two more different workflow rules but issue is if we want time based criteria.
Workflow is automation of business and the following types of actions based on your organization’s processes:
· Tasks – Assign a new task to a user, role, or record owner.
· Email Alerts – Send an email to one or more recipients you specify time based triggered.
· Field Updates – Update the value of a field on a record.
· Outbound Messages – Send a secure configurable API message (in XML format) to the designated listener.Like:
· Assign follow-up tasks to a support report one week after a case is updated.
· Send sales management an email alert when a sales report qualifies a large deal application.
· Change the Owner field on a contract three days before it expires.
· Trigger an outbound API message to the external HR system to initiate reimbursement process for an approved report.2. Organization limitation.
Description:
· Any emails in workflow queue left over and not sent that day are discarded. Sales force doesn't try to resend them later.
· If a workflow rule with the action and an email alert is triggered, only email action is blocked.
· Final approval, final rejection, approval, rejection, and recall email actions are the blocked.
· An error message is added to on debug log.Times Based Workflow Recalculation once workflow condition satisfies it will in Queue and after some time it will fire.
Description:We have created workflow matching with some criteria and fire Email Alert on 12hour and 24 hour at the time of rule trigger.
So problem occurs when we get Alert1 for 24hour however we are not doing work on it. After some time of 24hour we have worked on it. As our understanding we would not getting any time of alert however we are receiving Email Alert2 for 48hours. This is because of time based workflow recalculation limitation.Task Description Information in workflows is limited.
Description:Currently the character limit for Task Description Information field in workflows is set to 250. This limitation makes it very hard to the describe in a task what work must be completed if task involves a few steps.
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 9:35 PM in reply to: If a user does not have access to a specific record type, will they be able to see the records thatHi,
To add more -
For User restriction -
At the Profile level, you can specify CRUD access ( Create Read Update Delete) for each Standard Object, as well as Custom Objects.
If you don't want Profile A to see ANY cases, you can remove the CRUD access to the Case object. Users with that profile will not be able to see ANY cases once you remove Read access.
If you want Profile A only to see SOME cases, but not all cases, they will need at least Read access to the Case object. You will then need to use Sharing Rules to define which users, profiles, and groups can see which cases.
For more information, go to Setup > Administration Setup > Security Controls > Sharing Settings.
Once you are on the Sharing Settings page, click the link in the top right that says "Help For This Page." Salesforce.com has very helpful information for each page.
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 9:29 PM in reply to: What should be the condition we need to specify in process builder to specify schedule actions?Hi,
- Only when record is created
- When record is created or edited and while define criteria select the checkbox for following setting- “Do you want to execute the actions only when specified changes are made to the record?”
Click on Set Schedule available under Scheduled actions. Set time for scheduled actions as shown in the following -

Hope this helps.
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shariq
MemberSeptember 16, 2018 at 9:23 PM in reply to: What user permission is required to create edit and view process?Hi,
Create a Permission set with the following system permissions
Manage Force.com Flow AND
View All Data
Assign the permission set to the userHope this helps.
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shariq
MemberSeptember 16, 2018 at 9:16 PM in reply to: Can we avoid duplicates using apex data loader which we can do through import wizard?Hi,
You can't avoid it, here is the differences for better understanding between them -
Import Wizard:
- For simple imports of up to 50000 records.
- It supports all custom objects and only few standard objects like Account, Contact, Leads, Solution.
- It supports schedule export.
- Delete operation is not available.
- It doesn’t require installation.
While importing, duplicates can be ignored.
Data Loader:
- For complex imports of any size more than 50000 records.
- It supports all standard and custom objects.
- It doesn’t support schedule export.
- Delete operation is available.
- It requires installation.
- While importing, duplicates cannot be ignored.
Hope this helps.
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Hi,
When you hit the "Convert" button, out of the box (default) salesforce.com functionality will create all three records, yes, Account, Contact, and Opportunity - you have to uncheck the box "Create an Opportunity upon Conversion" so most of the time people are creating all three new records.
The Lead record will then be removed from the Leads views, but the data is retained based on the standard field mappings (i.e First Name of the lead will go to First Name on the Contact, Company will go into the Account Name, etc).
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 9:10 PM in reply to: Can you see a lead which is converted in saleforce UI?Hi,
To add more -
You can query Lead Object (Lead.ConvertedAccountId, isconverted = true) with the current accountid
to find out if its an Account converted from a Lead.
Hope it helps.
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shariq
MemberSeptember 16, 2018 at 9:09 PM in reply to: How can you create a many to many relationship in salesforceHi,
You can only create many to many relationship between two objects by using the third object which is called junction object.
Hope this helps.
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Hi,
It should return 2000 records.
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 9:06 PM in reply to: How do latitude and longitude field on Salesforce account populate?Hi,
They aren't populated automatically when the other address fields are populated. You would need to use a third party service to translate the street address into Geolocation coordinates.
The Google Map control will be doing location lookup for you based on the street address.
You could potentially use the Google Geocoding API to do the conversion and then set the BillingLatitude and BillingLongitude fields
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 9:04 PM in reply to: What is the difference between Lightning and Classic Version DE in Salesforce?Hi,
Salesforce Classic: It's the platform which we are using from long time as standard, Salesforce just named to classify between the new User Interface/Experience and old User Interface/Experience.
Lightning Experience: It's the new, slick user interface and the Lightning Component framework is a UI framework for developing dynamic web apps for mobile and desktop devices. Lightning makes it easier to build responsive applications for ANY DEVICE. The initial release of the new user interface is geared towards sales reps with an intuitive interface that allows sales reps to work more efficiently. The dashboard and charts in Lightning Experience behave much like Wave where changes in the chart recalculates in real time. While the new interface is easy to enable, It may not be suited for everyone as there are some missing functionalities at this point of time. In the future releases salesforce would eliminate those gaps, but keep safe harbor statement in mind.
2) Also you can get a good knowledge about the Qualification of ORG to be with Lightning Experience from Trail heads
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 8:58 PM in reply to: What is BusinessHours Class in Salesforce Apex? And how we can use them?Hi,
Example to use BusinessHours class -
public class BusinessDays {
private List<Boolean> businessDay = new Boolean[7];
private List<Time> startHours = new Time [7];
private List<Time> endHours = new Time [7];
private Date knownSunday = date.newInstance(2013, 1, 6);// Constructor creates businessDay array
public BusinessDays() {BusinessHours bh =
[Select
SundayStartTime, MondayStartTime, TuesdayStartTime,
WednesdayStartTime, ThursdayStartTime, FridayStartTime,
SaturdayStartTime, SundayEndTime, MondayEndTime,TuesdayEndTime,
WednesdayEndTime, ThursdayEndTime, FridayEndTime,SaturdayEndTime
From BusinessHours
Where IsDefault=true];businessDay[0] = (bh.SundayStartTime != null);
businessDay[1] = (bh.MondayStartTime != null);
businessDay[2] = (bh.TuesdayStartTime != null);
businessDay[3] = (bh.WednesdayStartTime != null);
businessDay[4] = (bh.ThursdayStartTime != null);
businessDay[5] = (bh.FridayStartTime != null);
businessDay[6] = (bh.SaturdayStartTime != null);
startHours[0] = bh.SundayStartTime;
startHours[1] = bh.MondayStartTime;
startHours[2] = bh.TuesdayStartTime;
startHours[3] = bh.WednesdayStartTime;
startHours[4] = bh.ThursdayStartTime;
startHours[5] = bh.FridayStartTime;
startHours[6] = bh.SaturdayStartTime;endHours[0] = bh.SundayEndTime;
endHours[1] = bh.MondayEndTime;
endHours[2] = bh.TuesdayEndTime;
endHours[3] = bh.WednesdayEndTime;
endHours[4] = bh.ThursdayEndTime;
endHours[5] = bh.FridayEndTime;
endHours[6] = bh.SaturdayEndTime;}
// Check if today is a business day
public Boolean isBusinessDay(Date inputDate) {
// index i is index into the businessDay array based on inputDate
Integer i = Math.mod(Math.abs(this.knownSunday.daysBetween(inputDate)),7);
return (businessDay[i]);
}
// Get the start time
public Time getStartTime(Date inputDate) {
Integer i = Math.mod(Math.abs(this.knownSunday.daysBetween(inputDate.date)),7);
return (startHours[i]);
}// Gets next business day, skipping non business days
public Date nextBusinessDay(Datetime inputDatetime) {
Integer i =
Math.mod(Math.abs(this.knownSunday.daysBetween(inputDatetime.date())),7);
Datetime returnDate = inputDatetime;
while (!businessDay[Math.mod(i, 7)]) {
i++;
returnDate = returnDate.addDays(1);
}
return returnDate.date;
}}
Hope it helps.
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Hi,
Salesforce as a SaaS - allows you to create objects, workflows, etc. Although someone else said no this software is part of the platform and therefor does not fall under the definition of SaaS. Salesforce.com is also a PaaS since its provides a platform to develop.
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 8:48 PM in reply to: How to create a Chatter post from Apex in Salesforce?Hi,
I think you need this -
FeedItem post = new FeedItem();
post.ParentId = oid; //eg. Opportunity id, custom object id..
post.Body = 'Enter post text here';
insert post;Hope this helps.
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Hi,
To add more -
When you initially deploy the new values in your production org, there won’t be any activities with the new values. It takes time for sales reps to generate activity records with your new options. Decide how best to educate your sales team on the updated picklist options.
Are your sales reps already logging activities? If so, work with sales management to let reps know about the new values in the picklist. A brief email or Chatter post from a sales leader is a good way to get users up to speed on the new picklist choices.
If your sales reps aren’t already logging activities, then come up with a comprehensive communication and enablement plan. Consider hosting some enablement sessions for your sales users to explain how to track activity in Salesforce—and the benefits. Encourage sales reps to get hands-on experience via Trailhead (see our resources section to find great modules that dig into sales productivity features for both admins and sales users).
Hope it helps.
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shariq
MemberSeptember 16, 2018 at 8:44 PM in reply to: What is the list of Global value providers in Salesforce?Hi,
globalID
The globalId global value provider returns the global ID for a component. Every component has a unique globalId, which is the generated runtime-unique ID of the component instance.
$Browser
The $Browser global value provider returns information about the hardware and operating system of the browser accessing the application.
$Label
The $Label global value provider enables you to access labels stored outside your code.
$Locale
The $Locale global value provider returns information about the current user’s preferred locale.
$Resource
The $Resource global value provider lets you reference images, style sheets, and JavaScript code you’ve uploaded in static resources.Hope it helps.
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shariq
MemberSeptember 16, 2018 at 6:05 PM in reply to: What is the difference between Whoid and Whatid? How can we associate the task with the Salesforce opportunity using Whatid?Hi,
WhatId: ID of a related Account, Opportunity, Campaign, Case, or custom object. Labelis Opportunity/Account ID.
WhoId: ID of a related Contact or Lead. If the WhoId refers to a lead, then the WhatId field must be empty. Label is Contact/Lead ID. If Shared Activities is enabled, this is the ID of a related Lead or primary Contact.
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 6:04 PM in reply to: What is the difference between WhoId and WhatId?Hi,
WhoID in Salesforce refers to people things. So that would be typically a Lead ID or a Contact ID. The WhoId represents a human such as a lead or a contact. WhoIds are polymorphic. Polymorphic means a WhoId is equivalent to a contact’s ID or a lead’s ID. The label is Name ID.
WhatID in Salesforce refers to object type things. That would typically be an Account ID or an Opportunity ID. The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects. WhatIds are polymorphic. Polymorphic means a WhatId is equivalent to the ID of a related object. The label is Related To ID.
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 6:03 PM in reply to: What is the difference between WhoId and WhatId in the Data Model of Task?Hi,
WhatId: ID of a related Account, Opportunity, Campaign, Case, or custom object. Labelis Opportunity/Account ID.
WhoId: ID of a related Contact or Lead. If the WhoId refers to a lead, then the WhatId field must be empty. Label is Contact/Lead ID. If Shared Activities is enabled, this is the ID of a related Lead or primary Contact.
Hope this helps.
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Hi,
Self relationship :
By the name mean relation with oneself, means creating lookup of sobject within same sobject.
Lot of business scenarios required this type of relationship.Hierarchical relationship :
This type of relationship is a special lookup relationship available only for the user object. It allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user’s direct manager.Hope this helps.
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shariq
MemberSeptember 16, 2018 at 5:58 PM in reply to: What is locker service in Salesforce Lightning?Hi,
To add more -
At a high level, Lightning Locker uses various technologies and techniques that are intended to do the following:
Prevent:
- Components from causing XSS and similar security issues
- Components from reading other component’s rendered data without any restrictions
- Components from calling undocumented/private APIs
Enable:
- Cool new features like client-side API versioning similar to REST API versioning
- Faster security review
- Better and more secure JS development practices
- Running 3rd party JS frameworks like React, Angular and so on
- Easily adding or removing new security features and policies
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 5:56 PM in reply to: What to keep in mind when creating a JavaScript button in Salesforce?Hi,
Main thing to remember is that it will not be supported in Lightning.
Hope this helps.
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shariq
MemberSeptember 16, 2018 at 5:53 PM in reply to: What are the differences between leads and potential leads in Salesforce?Hi,
Lead - People who you could potential do business yet, but have not qualified them. Unsure if they're going to buy from you. People you don't have a relationship with yet
Potential Lead - An individual or organization that expresses an interest in your goods or services.
Hope this helps.

