Salesforce

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…

Salesforce | Creating Customer Portal step by step

Author - Sahil
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Create a new Salesforce customer portal:

1. Go to quick find box and type customer portal.
2. Click on customer portal settings.
3. Click edit and enable customer portal.
4. click save.

Now after enabling customer portal feature, we can create a customer portal:

=> Go Read more…

Salesforce | Skip focus from the input box on VF page

Author - Kiran Preet
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We have a VF page containing apex:inputField which contains date value so it shows calendar whenever we focus on the inputField. The problem is it is the first inputField on the page so whenever we open the page by default, the focus goes on this particular field, therefore, it Read more…

Salesforce | Apply Workflow on existing records as well

Author - Kiran Preet
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I have created a new workflow with criteria “Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria”. It includes all the newly created records which fulfil the criteria. But I want to include all the old records which are already existing Read more…

Salesforce | Select * in SOQL and dynamic queries

Author - Webner
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Execute dynamic query in salesforce. Also retrieve all fields from salesforce object without writing fields names in query.

Solution: In Salesforce we can’t write as Select * from object. We have to mention the field specific field name to query data. Also there are situations when we need Read more…

Salesforce | Upload Document in Salesforce using javascript

Author - Navdeep Kaur

We can create a document/attachment object record in Salesforce using Javascript by calling Salesforce soap webservice.

Note – Variable __sfdcSessionId is used to store sessionid.

Script files:

<script type=”text/javascript”>// <![CDATA[
__sfdcSessionId = ‘{!$Api.Session_Id}’;
// ]]></script>
<script src=”/soap/ajax/30.0/connection Read more…

Salesforce Google drive integration | Upload files from Salesforce to Google drive

Author - Webner
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Follow the below steps for the integration of Salesforce and Google drive (to select files from local and upload to Google drive using Salesforce code):

1. Open Google Drive console. Here is the link for console:
https://console.developers.google.com/apis

2. Select a project. If you Read more…

Salesforce | Send an email alert to Lead owner after X business hours from Lead Creation timestamp

Author - Shalini
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Let’s say our business hours are from 9am to 6pm (Monday to Friday) and if Lead is created at 5pm on Monday an email alert should be sent to LeadOwner at 12am on Tuesday.

You can set your business hours in Salesforce under Company Profile.

Above requirement can be Read more…

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