Salesforce Archives - Page 6 of 26

Salesforce | Creating Customer Portal step by step

Author - Sahil
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1 Comment
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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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0 Comments
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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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0 Comments
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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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0 Comments
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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
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0 Comments
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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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18 Comments
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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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0 Comments
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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…

Salesforce | Creating communities in Salesforce

Author - Webner
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0 Comments
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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 by salesforce. In this example, I have chosen Read more…

Salesforce: Call Apex Class on Click of Custom Button

Author - Navdeep Kaur
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0 Comments
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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 testMethod(String IDD)
{
//do something.
}
}
2. Goto–>Setup–&gt Read more…

Salesforce | System.LimitException: Too many SOQL queries: 101

Author - Neha Mishra
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0 Comments
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You may face this exception sometimes in Salesforce:

System.LimitException: Too many SOQL queries: 101

There can be multiple reasons for this exception:

Check if SOQL queries are not written in loops
Check if DML are not called inside a loop.
Check if large number of workflows for field update Read more…

Queues in salesforce

Author - Webner
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0 Comments
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One primary purpose of creating the queue in salesforce is to manage particular object records. For example in lead queue, the queue is created to automatically assign the lead to particular user of the lead queue. As new lead enters the queue, the users of the queue are informed so Read more…

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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0 Comments
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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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0 Comments
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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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0 Comments
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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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0 Comments
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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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0 Comments
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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…

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