Salesforce Archives - Page 6 of 25

PHP | Send mail through Gmail SMTP server and phpmailer

Author - Tanuj

We have mail() function to send emails in PHP. It uses built in sendmail command that uses local mail server to send emails. PHPMailer, on the other hand, is very different. Rather than relying on sendmail, it communicates directly with the SMTP server and relays the mail itself.

One of Read more…

Salesforce | Dynamic table column headings in a VisualForce page

Author - Navdeep Kaur
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In VisualForce Page I wanted to have different column headings, like this:

I tried it using tag and tag but you can not display header value using tag as well as <apex:facetname=”header” > tag.
<apex:repeat value=”{!prolist}” var=”ls” >

<apex:column headerValue=”Producer Read more…

Test cases generation and bug report generation in salesforce

Author - Piyush
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In case you would like to create test cases or record bugs inside Salesforce you can create custom objects for this.

Steps for test cases object creation:

Select->Setup->create object->new custom object

Then we can add custom fields and relationships or the validation Read more…

Salesforce | Set custom RecordType in case of web to lead

Author - Kiran Preet
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0 Comments
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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 etc of lead.

Initially, we thought that triggers Read more…

Salesforce: Truncate records from custom object in salesforce without using apex code

Author - Neha Mishra
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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 want to delete large amount of records for a custom object Read more…

C# Salesforce.Common.ForceAuthException

Author - Neha Mishra
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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, secret Read more…

Salesforce: Save docusign (PowerForms) FormData in Salesforce

Author - Kiran Preet
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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 by user in power form back Read more…

Salesforce | How to access CLIENT_ID, CLIENT_SECRET in salesforce

Author - Webner
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0 Comments
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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 on Create under create click on the App.

2. The Read more…

Salesforce | How to add new line character to formula field

Author - Kiran Preet
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0 Comments
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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 radius for each vehicle” & BR() &amp Read more…

Salesforce | Send daily emails using workflows till the status changes

Author - Shalini
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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 changes.

Steps to do this task:

1. Create Read more…

Salesforce | Formatting date and numbers on VF page

Author - Webner
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0 Comments
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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 07:00:11 GMT 2016”. But Read more…

Salesforce | Editing a task assigned to another user by task owner

Author - Kiran Preet
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1 Comment
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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 system admin who assigns John as lead owner Read more…

Salesforce | Fetch all the tasks related to an sfobject

Author - Webner
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0 Comments
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Description: I have a situation where I want to fetch all the tasks related to the account object.

Solution: You get all the task records which belong to any of SF object using single SQL query.

For Single object:
For Example, I want to Read more…

Salesforce | ALL ROWS

Author - Webner
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How to get all records of sfobject including records in recycle bin of salesforce and undelete the records?

List objlst = [select id,isdeleted from sfobject ALL ROWS]; //Just add ALL ROWS at the end of SOQL, it retrieves all the records including deleted records in recycle bin:
System.debug(‘objlst Read more…

Salesforce: Execute flow from Process Builder

Author - Webner
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0 Comments
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How to execute flow from Process Builder in salesforce?
Sometime it is very useful to execute flow from the Process Builder. We can execute as many flows as we want. Flow can be used to create record, update record or send any alert or email to the user. In this Read more…

Salesforce | Best Practices

Author - Webner
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0 Comments
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Best Practices for Salesforce

For Apex Classes:

1. Use Asynchronous Apex methods like @future methods, batch processing, scheduler that does not need to be executed synchronously.
2. Asynchronous Apex should be “bulkified”. It means able to handle collections of records.
3. Apex code must have appropriate exception handling Read more…

Salesforce | Steps to create Web To Lead form

Author - Webner
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0 Comments
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Steps to create Web To Lead form in Salesforce

Steps To Follow:
1. Login to your Salesforce account.
2. Click on Setup.
3. Under Build, section click on customize.
4. Click on Leads.
5. Under leads click on the web to Lead.
Show in Below ScreenShot:

6. Web Read more…

Salesforce | Why to use @TestVisible annotation

Author - Webner
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0 Comments
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Problem: Why we use @TestVisible annotation for a private method and private variable of a Class in Salesforce?

Description: I have a situation where I want to call a private method of a class in the test class, whenever I tried to call the private Read more…

Salesforce | How to track email sent by workflows or process builder in email history section of record?

Author - Kiran Preet
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0 Comments
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1.Create an email template.
For example, we created a template called “Leads: Welcome email”
Somewhere in the template, add “ref:{Object Id of the record}” which you want to track the activity
For example, in our template, we added ref: {!Lead.Id}. If you want to hide this line Read more…

Does Java support call by reference?

Author - Webner

Java does not support call by reference because in call by reference we need to pass the address and address are stored in pointers. Java does not support pointers and it is because pointers break the security. Java does manipulate objects by reference and all object variables are references. Pass Read more…

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