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
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 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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How to add business days to a date in Salesforce formula ?
Good Post by Force-Base.Com!
Many a times we come across requirements wherein we are supposed to set the due date to a certain number of days from a particular date. Most of the times, organizations insist on setting it to certain number of business days later. This is the point where many admins get stuck figuring out how to add business days to a particular date. I have personally seen many questions asked regarding this in the Salesforce success and developer communities. So thought of writing a post on the same which might help these folks if they have to setup something similar in the future.
Suppose you want to set it to 14 days after a certain date and if you simply add 14 to the value of a date field, Salesforce formula will also include the weekends by default. So how do we override this ?
Well, to do that we need…
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Use Trailhead to get Salesforce Admin Certified
Looking to get Salesforce Certified, and wondering where to start the preparation? There are Study Guides for Salesforce Certification but they only talk about the topics the certification covers and their corresponding weight-age of each topic. And then there is Trailhead - The fun way to learn Salesforce. But how can we connect these both, the …
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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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