A Tip A Day #2 – Display custom popup message while Submitting for Approval

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning!  Day #2 - Display custom popup message while Submitting for Approval Standard Approval Process Feature: When you setup Standard Approval process on any object, a standard button 'Submit For Approval' will be added to the page layout of …

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Event: Building Salesforce with ⚡ Lightning Components ⚡

Webinar: Hot Tips to Get You Building Salesforce with ⚡ Lightning Components ⚡ The first in our APAC online workshop series kicks off this August with a super charged session about Lightening Components... Join Master Instructor Rahul Shah to learn more about:  What are Lightning Components? Difference between Visualforce and Lightning Components What should I …

Decoding Trailhead Admin-Beginner Modules

Where to get started in Salesforce? I'm new to this ecosystem, how to learn Salesforce? What is the best way to switch to Salesforce from other technologies? People quite frequently post these kind of questions in Salesforce forums and the most common response to all these questions is an incomplete, one-line answer "Check Trailhead"! Though the answer is right, …

7 Ways to Lock a Record in Salesforce

In this blog post, I'd be discussing the different ways to lock a Salesforce record in UI.  By lock, I mean, the user shouldn't be able to edit the field values of the record.  I have identified 7 ways to lock a record using configuration and coding. There is a general requirement that the Business doesn't …

Salesforce Optimizer – Scan Your Org Customization

Salesforce has introduced Optimizer to evaluate your Salesforce org implementation which determines how your company uses "certain" Salesforce features, then identifies ways that you can improve.  This is available for free for everyone. You can run Optimizer in sandbox/production to receive recommendations to: Improve features Clean up customizations Reduce complexity and Drive feature adoption. Features Evaluated …

Bulk Scheduling Dashboard Refresh using Apex Batch

Good stuff from Cloudy Affair!

cloudy ☁ affair

One fine day, I was browsing through the questions on Answers Community. A gentleman posted that his organization had over 150 dashboards which need to be refreshed simultaneously at a particular time of the day and currently they are doing it manually, which I understood was a tremendous overhead. I thought for a while and started posting an answer pointing towards whats stopping him to schedule a dashboard refresh. But then I thought maybe I should check the documentation and what I found was –

  • “Run Reports” & “Schedule Dashboards” permissions is necessary to refresh dashboard and schedule dashboard refresh respectively. [AB : Ok, thats fine.]
  • Unlimited and Performance Edition users can schedule up to two dashboard refreshes an hour per day. Enterprise Edition users can schedule up to one dashboard refresh an hour per day. [AB : Wooh, Whatttt!]
  • Additional scheduled dashboards may be available for purchase.  [AB : Makes sense, performance…

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Spring 17 Reports & Dashboards Updates in Lightning Experience

In this post, I'm highlighting all the new features introduced into Reports & Dashboards specially for Lightning Experience with Spring 17 release. There are quite a few updates to Lightning though few are old and existing in Classic Salesforce. To set up Einstein & its Features, learn here (screenshots added). Read the highlights from All of the Spring 17 updates …

Spring 17 Release – Lightning App Builder Updates

HAPPY NEW YEAR 2017 In this post, I will highlight all the new features introduced into Lightning App Builder with Spring 17 release. To set up Einstein & its Features, learn here (screenshots added). Read the highlights from All of the Spring 17 updates here. What's new in Reports & Dashboards in Lightning Experience this Spring 17, …

Salesforce Code Scanner – Health Check

As a Salesforce Developer, have you ever worried about the code in your Salesforce org and wanted to check if: the code you have written/existing code is in line with the best practices? you have followed the coding guidelines suggested by Salesforce? there are any loop holes in the code that could cause severe security …

Salesforce Einstein – Coming This Dreamforce’16

Dreamforce 2016, the Salesforce's Largest Annual Conference to be held in October, will unveil a product called Salesforce Einstein!  Benioff announces a big product or two every year at Dreamforce, but Einstein is something different. “If this is not the next big thing, I don’t know what is,” says Marc Benioff, the CEO of the world’s …

Lightning Navigation Menu – Change is Coming

If you are using Lightning Experience in your Salesforce instances, then by now you must be familiar with this view, the navigation menu on your left side.  The menu that holds all your tabs and helps in navigating you to different objects.  Now that is changing! Yes, the vertical navigation menu is changing.  It will no …

Visualforce Pagination with Dynamic Search

This post has a working example of dynamic search in a Visualforce page and the results shown with pagination. There are 4 field search criteria including date fields too which makes it more interesting.  The results upon clicking Search will display below the Search section with 4 buttons to paginate.  The Next/Last Page buttons grey …

Quick Tip – Change Date format in Apex

If you use any date fields in Apex, it prints in this format System.debug('Date: '+contact.Date); Output:  2016-04-26 00:00:00 To change the format you can simply use: format() System.debug('Date: '+contact.Date.format()); Output:  26/04/2016  

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