Forum Replies Created

Page 6 of 8
  • Surbhi

    Member
    June 2, 2016 at 7:21 am in reply to: How to upload doc in salesforce content?

    Hi Himanshu,

    For uploading a doc in salesforce content, you just have to upload doc on files. All the private docs which are uploaded from files will appear in salesforce content.

    Thanks

  • Surbhi

    Member
    June 2, 2016 at 7:11 am in reply to: How to make Articles available in Salesforce?

    Hi HImanshu,

    You can create or edit an article from the Knowledge tab or Article Management tab. As you’re creating an article, you may need to select the article type and language. If you’re editing a published article or translation, choose whether to leave it published while you work on a draft copy, or whether to remove the original article from publication and work on it directly. If you work on a copy, publishing the copy replaces the last published version of the article. If you work on the original article, it is unavailable in the channels until you republish it.

    Thanks

  • Surbhi

    Member
    June 2, 2016 at 7:07 am in reply to: What are case routing techniques in Salesforce?

    Hi Himanshu,

    There is a standard functionality in salesforce “Case Assignment Rules”. With this you can route the cases from one user to another based on the certain condition in the assignment rules.

    Thanks

  • Surbhi

    Member
    June 2, 2016 at 6:50 am in reply to: How many records can Salesforce handle?

    Hi Abhinav,

    Salesforce can handle millions of  records but having millions of record in a org, will result in performance issue.

    Thanks

  • Hi Himanshu,

    Before users starts accessing Call Center, an administrator must perform the following tasks:
    1. Install a computer-telephony integration (CTI) adapter on every call center user machine.
    2. Define a new call center record for every CTI system in use at your organization.
    3. Assign Salesforce users to the appropriate call center. A Salesforce CRM Call Center user must be associated with a call center to view the SoftPhone user interface.

    Thanks

  • Surbhi

    Member
    June 1, 2016 at 10:34 am in reply to: What are the business hours in Salesforce and how to set it up?

    Hi Himanshu,

    Please follow the below steps for setting up the business hours:

    1. From Setup, enter Business Hours in the Quick Find box, then select Business Hours.
    2. Click New Business Hours.
    3. Type a name for the business hours.
    4. Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.
    5. Optionally, click Use these business hours as the default to set the business hours as the default business hours on all new cases.
    6. Choose a time zone to associate with the business hours in the Time Zone drop-down list.
    7. Set your business hours for each day of the week.
    8. Click Save.

    Thanks

  • Surbhi

    Member
    June 1, 2016 at 10:29 am in reply to: How to set up the escalation rules?

    Hi Himanshu,

    Please follow the below steps:

    Setup > Enter Escalation Rules in the Quick Find box > Select Escalation Rules
    Then choose new, and give the rule a name. Specify whether you want this to be the active escalation rule. Click Save.
    To create the rule entries, click New. For each entry, you can specify the following:

    Order, Criteria, Specify business hours criteria, Specify how escalation times are set. Then click Save.

    Click New to add an escalation action. You can specify the following:

    Age Over, Assign To, Notification Template, Notify this user, Notify Case Owner, Notification Template, Additional Emails.

    Thanks

  • Surbhi

    Member
    June 1, 2016 at 10:23 am in reply to: What are knowledge data catagories?

    Hi Himanshu,

    Data categories are used in Salesforce Knowledge, etc to help classify and find articles, questions, or ideas. You can use data categories to control access to a particular set of articles, questions or ideas.

    Here is some best practices for Data Categories :
    1. To quickly manage data categories, use keyboard shortcuts.
    2. After creating or updating categories, set up category group visibility rules.
    3. Save your changes frequently. The more actions you perform before clicking Save, the longer it takes to save.

    Thanks

  • Surbhi

    Member
    June 1, 2016 at 10:15 am in reply to: What is salesforce content?

    Hi Himanshu,

    Salesforce content is for easy search of relevant documents, much like doing a Google search. You can filter your results by author, type, industry, tags, or other fields. It will pull up matching documents; show you how other people within your organization rated this content, and how often it was downloaded.

    Thanks

  • Surbhi

    Member
    June 1, 2016 at 9:44 am in reply to: How to create new user from contact?

    Hi Ajay,

    We can create user with license of community user, portal user, etc from contact.

    On detail page of contact, click on drop-down Manage External User , then click on Enable Customer User. You have to fill all the required details of user and your new user is created from contact.

    Thanks  

  • Hi Ajit,

    actionFunction: It is used to call the server side method using javaScript.

    actionSupport: It is used to call the server based on the client side event i.e. like onclick ,onchange..etc.

    actionPoller: It is used to call the server side method in a regular interval of time.

    actionRegion : An area of a Visualforce page that demarcates which components should be processed by the Force.com server when an ajax request is generated.

    Thanks

  • Hi Himanshu,

    Whenever the child record's value change, perform calculations and updates the roll-up summary field on the parent record. Parent record goes through save procedure. So, updating the child inputs to a roll-up summary field can cause a trigger on the parent object to fire.

    Thanks

  • Surbhi

    Member
    June 1, 2016 at 7:12 am in reply to: How can we implement translation workbench in Salesforce?

    Hi Himanshu,

    Please follow the below steps:

    Setup > Enter Translation Settings in the Quick Find box > Select Translation Settings
    On the welcome page, click on Enable.

    Now as you have enabled translation workbench, you can add new language or edit it to change an existing supported language.

    Thanks

  • Surbhi

    Member
    June 1, 2016 at 6:57 am in reply to: Field value from custom object inside visualforce page

    Hi Nitish,

    Please have a look on the below code:

    <apex:page StandardController=”Portal__c” sidebar=”false”>
    <apex:iframe src=”{!Portal__c.URL}”/>
    </apex:page>

    Thanks

  • Hi Himanshu,

    I suggest to use a JavaScript function called by button's onclick event, which internally calls an actionFunction to post the form, disables the buttons on the page and then returns false on the button. And oncomplete event will re-enable the button when the form has been (ajax) posted and returns a result to the page.

    Thanks

  • Surbhi

    Member
    May 31, 2016 at 10:10 am in reply to: Facing error when creating the formula field

    Hi Himanshu,

    Every object has a limit of 10 spanning relationships. If you try to create a formula that references more than 10 objects, you'll likely receive this error message. But the limit of 10 spanning relationships is only a warning sign that the logic is getting too complex. The maximum limit is 15 so you are not blocked.

    Thanks

  • Surbhi

    Member
    May 31, 2016 at 7:55 am in reply to: Checkboxes on a Visualforce page?

    Hi Nitish,

    You can use "apex:actionSupport" with event "onchange".

    Thanks

  • Surbhi

    Member
    May 31, 2016 at 7:20 am in reply to: How to add custom tabs to lightning navigation menu?

    Hi Himanshu,

    You can add custom tabs to lightning navigation menu by following below steps:

    In Lightning experience, Go to Setup Home > Apps> Navigation Menu > Click on New

    After clicking on new, follow the steps to create the new menu with the custom tabs included in it. In the end you will get a new custom navigation menu with custom tab.

    Thanks

  • Surbhi

    Member
    May 31, 2016 at 6:58 am in reply to: Unable to Delete Class Using Eclipse Force.com IDE

    Hi Himanshu,

    When you are deleting the class, you should be getting the message like: "Would you like the resource to be deleted from the server ?" Then you have to click on "yes" then only the class will be deleted. I think you are clicking on "no" that's why it is not deleted from server.

    Thanks

  • Surbhi

    Member
    May 31, 2016 at 6:03 am in reply to: How can I know the Day of the Week of a Date in Salesforce?

    Hi Ravi,

    In SOQL, use the "DAY_IN_WEEK()". It returns a number representing the day of the week for a date field.

    In formula field, you can use this:

    CASE( MOD( Date_Field - DATE(1900, 1, 7), 7), 0, "Sunday", 1, "Monday", 2, "Tuesday", 3,
    "Wednesday", 4, "Thursday", 5, "Friday", 6, "Saturday","Error")

    Thanks

  • Surbhi

    Member
    May 31, 2016 at 5:28 am in reply to: DML update in @future callout not updating sObject

    Hi Himanshu,

    As per my understanding,  salesforce does not allow to call future from future, that's why may be update doesn't work.

    Thanks

  • Surbhi

    Member
    May 31, 2016 at 5:25 am in reply to: What formulae does the Geolocation Distance use?

    Hi Himanshu,

    Salesforce uses the "Haversine Formula" for Geolocation distance.

    Thanks

     

  • Surbhi

    Member
    May 31, 2016 at 5:10 am in reply to: Is there a way to access all user info?

    Hi Ravi,

    You can use UserInfo Class for getting user related information.

    Thanks

  • Surbhi

    Member
    May 31, 2016 at 5:00 am in reply to: Where and when do we need to use api names in triggers?

    Hi Himanshu,

    We can refer fields and objects via API names rather than labels in apex code. This means the code will not break if the label is changed or translated. So in this case, we always use the API names.

    Thanks

     

  • Surbhi

    Member
    May 30, 2016 at 1:11 pm in reply to: How to compare logs in the console?

    Hi Ravi,

    Unfortunately, there's no way to compare within the Developer Console. The solution which I can recommend you is to set up Debug Log Monitoring for your own user (Setup > Administration Setup > Monitoring > Debug Logs), which will save all of your debug logs. There is a Download button, save the logs and compare them in a diff viewer.

    Thanks

Page 6 of 8