Salesforce

Create Salesforce Custom Object Using Apex Code

Author - Neha Mishra
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Salesforce custom object using apex code

There are two ways of creating a custom object and its related fields in Salesforce. The first and the easiest way is to go to the Objects link beneath Create tab, click on the new button and create a new Read more…

Time Zone Conversion in Salesforce

Author - Deepika Saini
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Problem: How to change the Time Zone in VF Pages of Salesforce to show the Date Time field according to User’s Time Zone?

Solution:

By default the Date Time field is saved in GMT TimeZone. If you simply use the System.now() method in order Read more…

Salesforce Query Limits and Best practices to use minimum api calls

Author - Tanuj Sharma
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The maximum number of records that we can retrieve using a single Salesforce API call is 2000. Below are some points using which we can reduce our API calls to not to cross Salesforce API call limits:

* Instead of using Salesforce operations like update(), upsert() for each record you can Read more…

Make VisualForce Page externally accessible by non-salesforce Users

Author - Anjana Devi
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Steps to make VisualForce Page externally accessible by non-salesforce Users/External Users:

1. Create a VisualForce page that you want to make externally accessible by non-salesforce Users/External Users.

Here, I’ve created a VisualForce Page named as ‘Multi-Select List’. I’ve also created an Read more…

Difference between flows, workflows and process builder in Salesforce

Author - Piyush Aggarwal
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Workflows enable us to set up rules that are evaluated and the corresponding action is executed based on the type of change in record. Few common cases in which workflows are used are:

1. Create a new task on an event
2. Update a field
3. For email Read more…

Salesforce Sandbox – introduction, uses and limitations

Author - Sahil Bhalla
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Salesforce Sandbox is intended for coding and testing by a single developer. This is an environment in which currently ongoing changes can be done until they’re ready to be deployed in live.

There are several different types of sandboxes available:

1. Developer Sandbox:
Developer sandbox Read more…

Open Send Email form on Custom Button click in Salesforce

Author - Anjana Devi
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In Salesforce, how to open standard ‘send email page’ by clicking a custom button located on Detail Page of a custom/standard Object?

Steps to open an Email Page from Custom Button:
1. Add a custom button first. Go to Custom Object settings, Then Click New button and link.
2 Read more…

Salesforce | Display error message returned by Trigger with enter key

Author - Kiranpreet Kaur
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How to send an error message from trigger back to the layout and display it on the record detail page. You need to use addError method for this.

For example :

errorMsg=’Some of the catalog courses are not available in LMS.
Please sync them to LMS first’;
for( Account account Read more…

How to Use Salesforce Data Loader

Author - Manpreet Singh
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Data Loader

Data loader is a desktop application and is used to import or export data in Salesforce. After import/export operation it gives back the detailed success and error log files in CSV format. It supports export of records up to 5 million. Data loader Read more…

Salesforce | SingleEmailMessage REST API and C# consumer

Author - Webner
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Creating Custom Email Rest API Apex class in Salesforce using SingleEmailMessage class and C# example code to consume the Api

My web application was integrated with Salesforce and I had a requirement to use Salesforce as Email Client, but with a Rest API approach to send Read more…

Salesforce | Convert API only User to Normal User using Data Loader

Author - Deepika Saini
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By mistake if you have only 1 userid and you change that also to API only, then you cannot login to Salesforce. In this case how to convert Salesforce “API only” User to “Normal” User using Data Loader?

Salesforce API Only User is the user which can be Read more…

Salesforce | Change Visibility of several fields of an object

Author - Kiranpreet Kaur
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Problem: Change Visibility of several fields of an object.

Need: One example is when a package is deployed to another org then the visibility of the fields can be different than expected which affects the functionality.

Solution: Since editing each field one by one Read more…

Salesforce Email to Case

Author - Kiran Preet
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Email to case is a standard feature in Salesforce that allows creating a case in Salesforce directly from an email.

First step is to generate the email address in salesforce that needs to receive emails that should be converted into cases.

Steps for email to case :Read more…

Salesforce | Handling View state problem

Author - Navdeep Kaur
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Display more than 10,000 records by Handling View state problem (only 132 kb data displayed on vf page).

Problem statement : Displaying more than 50,000 records in the table.

Solution : This issue has been resolved by pagination of the table.

Apex class Read more…

Salesforce | Roll back changes or delete unused classes/triggers from Production

Author - Shalini
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There are two most common ways to revert your changes back to Salesforce sandbox from production:

1.) Force.com IDE
2.) Salesforce Migration tool (ANT)

Using Force.com IDE :

If you are already using force.com IDE then you can go for this option to delete components from production.

Below Read more…

Salesforce | Toggle button to let TinyMCE editor switch between text or html mode

Author - Kiran Preet
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Situation: We need to use tinyMCE editor for the rich text field so that user can switch from Visual to html editor. It means he can also use html coding or add effects from UI as required. As we know there is a default editor in salesforce for Read more…

Salesforce | Get the field list recursively of related objects

Author - Deepika
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If you want to fetch the Field names recursively of Related objects up in Salesforce how to do this?

Solution:
You have to first fetch the field names of one Object Name and scan the list to find the field type of Reference. Then you have to check the Parent Read more…

Salesforce | Fetch more than 2000 records using REST asynchronously in C#

Author - Neha Mishra
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Salesforce gives us a limit of 2000 records to fetch from it using REST calls. But sometimes we need to get all the records from Salesforce. In Salesforce, there is a limit of API calls. By default, it gives 15,000 for a sandbox. Making salesforce call, again and again Read more…

More about Salesforce Customer Portal

Author - Sahil
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How to set logout URL for customer portal:

-> Go to Quick find box and write customer portal settings.
-> Now, open the portal that you want to edit.
-> Click on the edit button:

-> Enter the URL under the portal default setting→logout URL.

Note Read more…

Salesforce | Display PHP Page in the Salesforce Tab

Author - Deepika
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Step to insert PHP Page in Salesforce:

1. Go to setup->Create->Tabs in Salesforce:

2. Under Web Tab, click on new button. Now you can select the Page layout you want to set – full page width or 2 columns with Salesforce.com slider:

3. Fill Read more…

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