Salesforce Archives

Field History Tracking

Author - Webner
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In Salesforce, we can track changes up to 20 standard or custom fields in an object. This history can be viewed on a record’s History related list or through History reports.
For each field, tracking logs the date and time of change, the user making the change, and old Read more…

Global picklist set in Salesforce

Author - Webner
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A Custom picklist is a list tied to a particular object as a field on the object.

A Global picklist is which exists independently as a global value set. Its values are shared with any object picklist based on it.

Steps to add Read more…

What is Salesforce?

Author - Webner
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What is Salesforce?

Salesforce is a customer relationship management tool (CRM), which is used to keep track of a company’s relationship with its existing and potential clients.

Salesforce is a cloud-based software company that provides its customers with a platform to develop their own applications without Read more…

Salesforce Remote Site Settings

Author - Webner
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An Apex callout enables you to tightly integrate your Apex with an external service by making a call to an external Web service or sending an HTTP request from Apex code and then receiving the response and When we want to make a callout from Salesforce then we need to Read more…

Salesforce Trailhead Community

Author - Webner
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The thought behind Salesforce Trailhead is that it guides you through how to learn Salesforce. It permits individuals with all degrees of Salesforce information to investigate and learn through a free Salesforce asset with no related knowledge required.
In addition to the fact that it teaches you, however as you Read more…

Performance Testing of Salesforce

Author - Webner
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While using a software application If the end-user is facing difficulties like: “Read timeout error” “An internal server error has occurred,” and “Service unavailable” then it’s sure that you have some performance-related issues with your application. These performance issues affect user satisfaction, user experience, and the reputation Read more…

Salesforce CRM Features

Author - Webner
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Growing your business isn’t simple. It needs boosting sales however it’s not simply selling the services or products to prospective and prevailing customers. A business is a scientific and economical method of collecting leads so they will be born-again to loyal customers and sales.

What does Read more…

Query Plan in Salesforce

Author - Webner
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The Query Plan tool within the Developer Console can help speed up SOQL queries done over large volumes. Use the Query Plan tool to optimize and speed up queries done over large volumes.

Enable and Use the Query Plan Tool

In the Developer Console, click Help | Preferences
Set Read more…

Security token in Salesforce

Author - Webner
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How to generate an access token?

Step 1: From Setup, enter Apps in the Quick Find box, then select App Manager.
Step 2: Locate the OAuth connected app in the apps list, click and select View.
Step 3: In the Initial Access Read more…

How to call Salesforce API from Postman

Author - Webner
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To verify the output of a web service in salesforce we need to connect it with the postman. To connect salesforce with postman we need to follow these steps.

Get access token:- To get access token.

Click on the authorization tab in the request section.
Select OAuth2.0 Read more…

Lightning Web Component (Salesforce)

Author - Webner
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LWC is a new programming model leveraging recent web standards. This framework is quite powerful and allows developers to do customization with the best approach. Web Standards and Specialized services like Base Lightning Components, Lightning Data Service, and User Interface API allow in achieving the Modern Rich UI Implementations in Read more…

Salesforce Einstein

Author - Webner
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Salesforce Einstein is the first encompassing AI for CRM. Einstein is an integrated set of AI technologies that make Salesforce Customer 360 degrees smarter and bring AI to trailblazers everywhere.

Salesforce is one of the earliest adopters of AI capabilities and technology and therefore the largest customer relationship management software Read more…

Salesforce Dashboard Customization

Author - Webner
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Dashboards in Salesforce are the graphical representation and easily understandable visual presentation of reports data in salesforce. Salesforce dashboards have some visual representation components like graphs, visualforce pages, charts, tables, gauges, and metrics. Salesforce dashboard components are used to represent data. One can use up to 20 components in a Read more…

How to get Salesforce object records with only required fields in Apex

Author - Webner
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Problem:

If you want to get records with dynamic fields (all fields or only required fields) selection of an object in Salesforce.

Solution:

List normalFields = new List();
List requiredFields = new List();
Schema.DescribeSObjectResult objectDetails =
ObjectName.sObjectType.getDescribe();
Map fieldsMap = objectDetails.fields.getMap();
for(String fieldName : fieldsMap Read more…

Data Model, Objects, and Relationships in Salesforce

Author - Webner
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A data model is defined as a method to represent tables in the database in an understandable human language. Tables in the database are used to understand the relationships among different objects.

From a database point of view, a table and object are similar, fields present in the object are Read more…

Delete and deploy components from production using workbench

Author - Webner
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How to delete and deploy components (Apex classes, Flows, Objects, etc) from production using workbench?

We cannot delete Apex classes directly from the Production org. Also, it is not possible to deploy deleted apex classes using Changeset. So, to delete them we can use these tools – Workbench, IDE Read more…

Why Salesforce Customization is becoming common among businesses?

Author - Jashandeep Singh
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Salesforce CRM

CRMs have become quite basic in almost all businesses in order to achieve business goals, manage client relationships, generate leads, enhance sales pipeline and get a competitive edge. Salesforce is a well-known CRM among many others which is being used by many kinds of businesses Read more…

Mobile App Development at Salesforce

Author - Jashandeep Singh
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The Internet is considered to be one of the most effective channels of business communication in the field of Marketing, Supply Chain Management, Sales or Web Technologies. Due to this, web technology is involved in almost every small, medium or large business. But there exists another channel that takes more Read more…

Visual Code to AzureDevops | Visual Code to Salesforce

Author - Neha Mishra
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Visual Code to AzureDevops | Visual Code to Salesforce

Steps to connect local project from VS Code to Azure DevOps:

1. Install Visual Code.

2. Install all the salesforce extensions.

3. Install Git on your system.

4. Go to your Azure account.

5. Select the Read more…

Dynamically applying specific Layout to a record on VF page in Salesforce

Author - Umang Pasricha

Dynamically applying specific Layout to a record on VF page in Salesforce

You may need a specific layout to show in a tab for a particular record (like account settings). For this, we can fetch ‘Metadata’ field from Field Definition with SOQL using Tooling API. In Read more…