Forcetalks | vishakha shrimali | Activity https://www.forcetalks.com/vishakha-shrimali/activity/ Activity feed for vishakha shrimali. Sun, 29 Mar 2026 22:57:47 +0530 https://buddypress.org/?v=2.16.0 en-US 30 hourly 2 17fb652b278e1eac02d1c1cdc7fc2a8c vishakha shrimali replied to the discussion How can I export Lightning Experience Navigation Menus config? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/how-can-i-export-lightning-experience-navigation-menus-config/#post-108681 Mon, 31 Oct 2022 12:42:18 +0530 Reply to How can I export Lightning Experience Navigation Menus config?

To export lightning Experience navigation menus config

Export Lightning Experience Components using Eclipse IDE and make sure you are using apex API version 33.0

1. Open Eclipse package.xml
2. Use following package.xml code

3. Right click on your Project Force.com -> Refresh from server.

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7ce69d36793f624b99e8bedfb8dff09c vishakha shrimali replied to the discussion How to Track field history on Opportunity Line Items? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/how-to-track-field-history-on-opportunity-line-items/#post-108680 Mon, 31 Oct 2022 12:35:04 +0530 Reply to How to Track field history on Opportunity Line Items?

To track the field history on Opportunity line items is by using Custom Object and Trigger not with the Standard History Tracking.

for this Create an object with the name History Tracking
Secondly, creating a t
rigger on object where you want to track fields.

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6df398d6a69a3d504223b6178dc427b2 vishakha shrimali replied to the discussion What is the knowledge base in Salesforce Service Cloud? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/what-is-the-knowledge-base-in-salesforce-service-cloud/#post-108675 Mon, 31 Oct 2022 12:01:18 +0530 Reply to What is the knowledge base in Salesforce Service Cloud?

Your Salesforce Knowledge base is built from knowledge articles. These are documents that include information on processes, like how to reset your product to its defaults, or frequently asked questions, like how much storage your product supports. By having this information readily available to your team, it will help to ensure that everyone is…

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069a3d341182fe406aafece5a3704f0a vishakha shrimali replied to the discussion Explain the customization in Salesforce Service Cloud. in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/explain-the-customization-in-salesforce-service-cloud/#post-108672 Mon, 31 Oct 2022 11:30:01 +0530 Reply to Explain the customization in Salesforce Service Cloud.

To know the customization in Salesforce service cloud for your team, you will need to identify the objects that your team will be using. You may also need to make changes to standard fields. Consult the experts of service cloud https://www.forcetalks.com/salesforce-service-cloud-consultants/

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d88c8c85570882651eb6e6b28cd6f52a vishakha shrimali replied to the discussion Attachment file after Lead Conversion in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/attachment-file-after-lead-conversion/#post-108581 Fri, 28 Oct 2022 10:08:44 +0530 Reply to Attachment file after Lead Conversion

I you have a situation where we have files attached to a lead. When we convert the lead, the attached file is stored in the Account object and not opportunity.

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bb66fab71ff1628f51b0dba7bc8f564d vishakha shrimali replied to the discussion Edit an Email Template from a Visualforce page in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/edit-an-email-template-from-a-visualforec-page/#post-108570 Fri, 28 Oct 2022 08:20:43 +0530 Reply to Edit an Email Template from a Visualforce page

To edit t and view the email template in Visualforce page refer this link, hope it helps https://help.salesforce.com/s/articleView?id=sf.admin_viewing_emailtemplates.htm&type=5

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bf42884c0166dea3f90d46da28641cb9 vishakha shrimali replied to the discussion How to get the city or state information based on zip code? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/city-or-state-information-based-on-zip-code/#post-108278 Sat, 22 Oct 2022 08:00:26 +0530 Reply to How to get the city or state information based on zip code?

To get the city or state information based on Zip code, what you can do is create a map with zip code as a key and query to obtain the required values.

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1b637a32fdff152c2ba8925ae41a70ec vishakha shrimali replied to the discussion What is CRM life cycle in Salesforce? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/what-is-crm-life-cycle-in-salesforce/#post-108276 Sat, 22 Oct 2022 07:12:52 +0530 Reply to What is CRM life cycle in Salesforce?

CRM life cycle basically consists of 4 cycles

1. Marketing Stage

2. Sales Stage

3. Product Stage

4. Support Stage

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7248978619dfbbf6ec9e773354ffbead vishakha shrimali replied to the discussion compact layout assignment in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/compact-layout-assignment/#post-108275 Sat, 22 Oct 2022 07:04:44 +0530 Reply to compact layout assignment

In the compact layout assignments, If you want to edit the management settings for an object, go to Compact Layouts. Click Compact Layout Assignment. Select a compact layout to use as the primary compact layout for this object. In the Record Type Overrides section, select one or more record types to that you want to assign a compact layout to.…

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4e2b5dfcef10749835c27cf1ef9da20c vishakha shrimali replied to the discussion Report Opportunities with no open or expired activities in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/report-opportunities-with-no-open-or-expired-activities/#post-108274 Sat, 22 Oct 2022 06:52:31 +0530 Reply to Report Opportunities with no open or expired activities

The Report Opportunities with no open or expired activities can be explained in detail https://salesforce.stackexchange.com/questions/252489/report-for-opportunity-with-contact-roles-have-wrong-data

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6e3fba13de34104d5f50a32afaaec9c0 vishakha shrimali replied to the discussion What are the different ways to delete apex Class from production in Salesforce in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/what-are-the-different-ways-to-delete-apex-class-from-production-in-salesforce/#post-108273 Sat, 22 Oct 2022 06:44:00 +0530 Reply to What are the different ways to delete apex Class from production in Salesforce

1. Install the Ant Migration Tool.

2. Connect to the production instance and find the class or trigger that you want to delete.

3. Retrieve the matching class or trigger and change the Status XML tag from Active to Deleted.

4. Or, to disable the trigger, change it to Inactive (NOTE: Apex class Status can only be changed to "Active" or "Deleted,"…

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7f1ddc45ff2a0450fe801772093d8105 vishakha shrimali replied to the discussion How to show a datatable of contacts and opportunites related to an account LWC? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/how-to-show-a-datatable-of-contacts-and-opportunites-related-to-an-account-lwc/#post-108171 Wed, 19 Oct 2022 07:32:56 +0530 Reply to How to show a datatable of contacts and opportunites related to an account LWC?

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281df6de90641ee71d9d43d689edd3f6 vishakha shrimali replied to the discussion How can I show a date time field on visualforce page based on users current time zone? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/how-can-i-show-a-date-time-field-on-visualforce-page-based-on-users-current-time-zone/#post-107946 Fri, 14 Oct 2022 11:17:10 +0530 Reply to How can I show a date time field on visualforce page based on users current time zone?

To show a date time field on visualforce page based on user's current time zone the code can be written as
<apex:outputText value=”{! NOW()}” /> – it will show GMT time. <apex:outputText value=” {! NOW()}” /> – it will show time in your local time zone (note that blank space has been added before the left brace)

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43ac1ceba73270fc898c6e5a6da22300 vishakha shrimali replied to the discussion Multiple If statements in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/multiple-if-statements/#post-107943 Fri, 14 Oct 2022 09:01:44 +0530 Reply to Multiple If statements

The IF function allows you to compare a value to what you expect by testing for a condition and returning a result if it is True or False. This can be helpful in making decisions or taking actions based on specific conditions.

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ba95d90420223844a62a1ce9e361e1b3 vishakha shrimali replied to the discussion Questionnaire to link with opportunity record? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/questionnaire-to-link-with-opportunity-record/#post-107942 Fri, 14 Oct 2022 08:53:06 +0530 Reply to Questionnaire to link with opportunity record?

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038301a9dfb567d9b5d5b8e1ef5161f2 vishakha shrimali replied to the discussion automate exporting reports in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/automate-exporting-reports/#post-107941 Fri, 14 Oct 2022 08:44:20 +0530 Reply to automate exporting reports

When looking to automate reports

  1. Click the "Report" button to generate a new report. The "Create Report" dialog will appear.
  2. From here, you can select the report type, data set, and file format.
  3. Click the image to enlarge it.

    Select the "Data export for automation" report type.

    Select the options you need:
    - Data sets: Select the data…

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16057de97ecf69d30f432d09e8011f97 vishakha shrimali replied to the discussion Salesforce Rest API Issue. Metadata/DeployRequest in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/salesforce-rest-api-issue-metadata-deployrequest/#post-107939 Fri, 14 Oct 2022 07:59:09 +0530 Reply to Salesforce Rest API Issue. Metadata/DeployRequest

When you want to talk about the status of your development using the Rest resources, check this link which clearly explain this all : https://developer.salesforce.com/docs/atlas.en-us.224.0.api_meta.meta/api_meta/meta_rest_deploy_checkstatus.htm

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9c7859d4b55570c46c1eb5f921e1ea66 vishakha shrimali replied to the discussion How many standard profiles are available in Salesforce? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/how-many-standard-profiles-are-available-in-salesforce/#post-107938 Fri, 14 Oct 2022 07:40:27 +0530 Reply to How many standard profiles are available in Salesforce?

When you are talking about the standard profiles available in Salesforce, out of many the major types of the profile are

  • System Administrator
  • Standard User
  • Read Only
  • Solution Manager
  • Marketing User
  • Contract Manager

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592ceb20c66b8870222fbf1b7c7732e8 vishakha shrimali replied to the discussion How to upload the file on Anaplan without initial upload of file through user in in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/how-to-upload-the-file-on-anaplan-without-initial-upload-of-file-through-user-in/#post-107937 Fri, 14 Oct 2022 07:34:14 +0530 Reply to How to upload the file on Anaplan without initial upload of file through user in

When you are uploading first time on Anaplan, you need to set up import actions within Anaplan. Refer to this article to know how it can be done without the initial upload of the file through the user interface https://community.anaplan.com/t5/Anaplan-Platform/Uploading-file-Via-REST-API-and-Triggering-Imports/td-p/51791

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9c4a34c34e4776dad7bd4cc525d7b51c vishakha shrimali replied to the discussion What Is Property In Salesforce Apex? Explain With Advantages? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/what-is-property-in-salesforce-apex-explain-with-advantages/#post-107513 Thu, 06 Oct 2022 12:23:51 +0530 Reply to What Is Property In Salesforce Apex? Explain With Advantages?

In Apex, variables are declared as private by default following the capsulation practice from Java. To make these variables accessible outside the class, setters and getters need to be created. Read about it here:

What is property in Apex? – Salesforce

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84c3177e30b3908fa8e8673b992b5b38 vishakha shrimali replied to the discussion Can you reorder the steps of an Approval Process in Salesforce? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/can-you-reorder-the-steps-of-an-approval-process-in-salesforce/#post-107512 Thu, 06 Oct 2022 12:19:23 +0530 Reply to Can you reorder the steps of an Approval Process in Salesforce?

The only way to reorder a sequence of Approval steps is to delete one and recreate it, which can be very time-consuming. A mechanism for reordering, either by editing the step number or with a separate reorder option, is needed. Know more about the Approval process in Salesforce…

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118a00ec90d7a0f2366aaea76abd2637 vishakha shrimali replied to the discussion CPQ Bundle Configuration in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/cpq-bundle-configuration/#post-107510 Thu, 06 Oct 2022 11:55:53 +0530 Reply to CPQ Bundle Configuration

There are various methods involved in CPQ Bundle Configuration. You can check this link by trailhead: https://trailhead.salesforce.com/content/learn/modules/cpq-product-configuration. Also for information on CPQ implementation, this blog can help https://www.forcetalks.com/blog/best-salesforce-cpq-implementation-practices-to-follow/

Hope this helps!

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dc963b26f3703a257ecdfa22151df4a8 vishakha shrimali replied to the discussion What is the need of encoding url of public site in Salesforce? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/what-is-the-need-of-encoding-url-of-public-site-in-salesforce/#post-107371 Fri, 30 Sep 2022 04:33:09 +0530 Reply to What is the need of encoding url of public site in Salesforce?

It's important to note that when you're attempting to pass in URL encoded variables via a URL, these variables will be automatically decoded when they're retrieved from the URL. Know more about encoded URL parameters in detailed here: https://help.salesforce.com/s/articleView?id=000333303&type=1

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919d9d9a9d32d037b96d0333247fbd78 vishakha shrimali replied to the discussion How to create an object with n number of children mapped to it? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/how-to-create-an-object-with-n-number-of-children-mapped-to-it/#post-107344 Thu, 29 Sep 2022 12:34:47 +0530 Reply to How to create an object with n number of children mapped to it?

If you are looking to create objects using n number of children check this blog which talks all about objects and fields in salesforce

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6801fc0d43cabeba1907a042ddcffec1 vishakha shrimali replied to the discussion Is it possible to delete an User Account in Salesforce ? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/is-it-possible-to-delete-an-user-account-in-salesforce/#post-107341 Thu, 29 Sep 2022 12:30:05 +0530 Reply to Is it possible to delete an User Account in Salesforce ?

You can never delete a user, instead of that, you can deactivate them.

To deactivate users follow these steps:

1. In Setup, enter the Quick Find box and select users.

2. Click on the edit icon next to a user's name.

3. Deselect the already Active checkbox and then click Save.

Check this for reference:

How to Deactivate a Salesforce User

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