This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #10 - ISCLONE in Trigger Triggers work on events like Insert, Update, Delete, Undelete. There are requirements where you need to perform actions on Cloning of records too. Salesforce has the default method that checks whether …
A Tip A Day #9 – VALIDATION ON CLONED RECORD
This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #9 - Validation on Cloned record #ISCLONE Requirement: Is to not let the Users select Closed Won as the stage of the Opportunity when they clone an Opportunity. In other scenarios, when users clone a Closed Won …
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A Tip A Day #8 – Display Line Breaks of Long Text Area in VF Page
This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #8 - Display Line Breaks of Long Text Area in a Visualforce page. I have a field of type long text area called "Description" in Products object. The value of this is generally a couple of paragraphs …
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A Tip A Day #7 – US Phone Validation Using RegEx
This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #7 - US Phone Validation Using RegEx (Regular Expression) US Phone Number : 222-333-4444 String phone = '222-333-4444'; String WrongPhone = '222-333' //This is the pattern that matches with the above phone number format String regExPhone …
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A Tip A Day #1 – Lead Mapping to Standard Fields
This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #1 - Lead Conversion Mapping To Standard Fields Today, I was working on lead fields mapping for lead conversion - standard feature, simple right? The standard feature that lets you map Lead fields to Account, Contact …
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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 …
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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, …
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Deploy Custom Metadata Type Records
How to deploy a custom metadata type from sandbox to another sandbox or production org using change sets? The normal practice is you create an outbound change set (CS), add the custom metadata type and the fields to the change set and deploy. Right? Well, that's not it! If you just add the object (custom …
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 …
Visualforce Email Template with Records
The following post explains how to send a complex, stylized table formatted email with data records from your Salesforce system. For this, we will be using Visualforce Email Template, Visualforce Component with an apex custom controller. The visualforce component will be placed in the email template; the custom controller will pull the required data from Salesforce using …
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 …
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Bulk Scheduling Dashboard Refresh using Apex Batch
Good stuff from Cloudy Affair!
Brand Your Salesforce Login Screen
The typical login screen of your Salesforce instance looks like the below image. The right half of the page is completely used by Salesforce to promote its events, features etc. The left half of the page is login inputs with Salesforce logo. Have you ever had the thought to change the Salesforce login screen : To …
Spring 17 Release – Lightning Experience Highlights
Salesforce's Spring 17 release date in sandboxes is fast approaching and Salesforce has given us the Release Notes. Here in this blog post, I would like to highlight the updates this release (of 450+ pages) brings to Salesforce specifically to "Lightning Experience". To set up Einstein & its Features, learn here (screenshots added). For Lightning App Builder specific updates in …
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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 …
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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, …
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Sales Cloud Einstein – Setup and Features
Salesforce introduced "Sales Cloud Einstein" License to support Artificial Intelligent features it released this year. When you purchase Sales Cloud Einstein, Salesforce installs two packages in your org, SalesforceIQ Cloud and Sales Insights. Each package adds an associated integration user and profile. Salesforce uses these entities to provide "Insights" to your org. How it works? To …
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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 …
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