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 …
Platform Developer 1 – Certification Preparation Slides
Here are the slides from the Certification Prep Webinar Series conducted by Salesforce University for the Platform Developer 1 certification. You will not find these slides anywhere. This was delivered by Salesforce Certified Instructors. The slides explain in detail each of the topics that are required for clearing the certificate. The slides have been made Private. To get the access …
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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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Salesforce University APAC – Certification Prep Webinars (Apr-May 2017)!
Update: To register for May to July Webinars - Register Here Salesforce is excited to launch the FREE Certification Prep Webinar Series running this April in APAC. If you are serious about getting yourself or your team Salesforce Certified you are in luck - Salesforce University (APAC) is equally serious about enabling our customers to achieve their goals. …
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Salesforce Developer Certification Expiration Timeline
As you all know Salesforce Developer Certification (401) has been retired starting Feb 2017, and many are confused on the next process - especially when to take the transition exam and when to stop doing the maintenance exam. I have already explained the dates and the transistion paths in my earlier post - Certification Expiration Here's …
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Salesforce Certification Tracks
Here's the handy Salesforce Certification Paths!
Certified Success: Salesforce Admin Certification Guide
SfdcFanBoy joins other Salesforce experts to be featured in Mason Frank's Salesforce Administration Certification guide. Certified Success: Salesforce Admin Certification Guide
Bulk Scheduling Dashboard Refresh using Apex Batch
Good stuff from 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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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 …
Salesforce Certification Exam Results In Section Percentages (%)
Salesforce Certification results now shows "% scores" for each of the sections in the exam along with "Pass/Fail" result. The sections provided in your results directly relate to the sections listed in the exam outline of the study guide. If you receive 90% for a specific section, that means you answered 90% of the questions …
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Idea: Custom Metadata Type Entity Relationship with User object
Summer'16 released a critical feature of "Metadata Relationship Fields" in Custom Metadata Types. Now we can create relationships between Metadata types. Or even a Metadata type can be related with Entity definitions i.e., standard objects or custom objects. Beautiful ! But the 5 standard objects that are currently supported are Account, Case, Contact, Lead and Opportunity. …
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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’s Force.com Certifications Expiring!
The expected has happened - Salesforce is completely "retiring" its Force.com Developer Certifications namely, Salesforce Certified Force.com Developer and Salesforce Certified Force.com Advanced Developer. Yes you read that right, these 2 certifications are about to expire! In September 2015, Salesforce has stopped offering Force.com Developer credentials to new applicants and then introduced 3 new certifications for developers during …
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My Single Page Salesforce Resume
Recently, I have read a news blog that Yahoo CEO Marissa Mayer has created a Single Page CV for herself - all of her work experience, education, including her daily activities. Quite impressed, I thought if Yahoo CEO can fit her CV into a single page, then definitely I should be able to also with just 8 …