Category: Salesforce

Situation:  We have a web to lead form and every time we create a lead it always takes “Personal” as record type which is default record type in our org. We want to set another recordType like Agentco or Trucking

Truncate records from custom object in Salesforce without using apex code Salesforce provides a feature to delete bulk records for the standard objects. This can be achieved by navigating Setup -> Data Management-> Mass Delete Records. But in case we

C# – Exception in salesforce login with valid credentials Stacktrace : Exception thrown: ‘Salesforce.Common.ForceAuthException’ in Salesforce.Common.dll Exception thrown: ‘Salesforce.Common.ForceAuthException’ in mscorlib.dll at Salesforce.Common.AuthenticationClient.d__1.MoveNext() Description : I am using oauth-rest api to login into salesforce. I have passed valid consumer key,

Problem: Get data filled by user from docusign FormData and pass it into Salesforce. Description: We have docusign account integrated with Salesforce account. We want to use the functionality of power forms of docusign and get all the data filled

Problem: How to access CLIENT_ID, CLIENT_SECRET in salesforce. We can access the ClientID and ClientSecret by creating Connected app in Salesforce. Solution: Follow these Steps to create a new app in salesforce. 1. Click on setup then under Build click

Solution: You can add a newline character to formula field by using BR() function. For Example:  Formula Field value: “Manager Schedule: Name, DOB, CDL #, Yrs Management Experience, Hire Date” & BR() & “Vehicle Schedule: Year, Make, Model, VIN, and

We have a custom object Survey and it has a status field with the values: New, Pending and Purchase. When Survey is in Pending status we want to send email to the user on every second day till the status

Problem: How to format output text field value on VF page and also number formatting? Description: In a situation I have date field on the vf page which is binded to date field having value in format “Thu Dec 1

Problem: Task owner was not able to edit the task which is assigned to other user. I have a situation where a system admin assigns a standard user as an owner of the lead. Like in my case Abc is