Category: Salesforce
Salesforce | Creating Customer Portal step by step
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
Salesforce | Skip focus from the input box on VF page
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,
Salesforce | Apply Workflow on existing records as well
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
Salesforce | Select * in SOQL and dynamic queries
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
Salesforce | Upload Document in Salesforce using javascript
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.js” type=”text/javascript”></script> <script src=”/soap/ajax/30.0/apex.js”
Salesforce Google drive integration | Upload files from Salesforce to Google drive
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
Salesforce | Send an email alert to Lead owner after X business hours from Lead Creation timestamp
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
Salesforce | Creating communities in Salesforce
Steps to create the communities in Salesforce: 1. Click on Setup: 2. Under customize click on communities. Click on all communities: 3. Click on New community button: 4. Choose your template according to your requirements. There are 5 templates provided
Salesforce: Call Apex Class on Click of Custom Button
1. Create apex class that you want to call (it should be declared global): Global class Test { Webservice static void testMethod() { //do something. } } Note: Webservice method must be static: Global class Test { Webservice static void