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Salesforce Everywhere

Author Archives: Mani

Salesforce Workbench

05 Thursday May 2016

Posted by Mani in Salesforce Configuration

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Workbench

Want to know more about Workbench tool? It is quite an useful tool and Atul Gupta has written a nice article on Workbench tool..Check it out at here

Extract Controlling and Dependent picklist values

01 Friday Apr 2016

Posted by Mani in Salesforce administration, Salesforce Configuration, Uncategorized

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controlling picklists, dependent picklists, extract controlling and dependent picklist values

If you ever want to print or extract Controlling and Dependent picklist values, you can use the solution highlighted by Kenny Jacobson: 

here is the link

I had to use it in my current project to check the field dependencies for 2 picklist fields and make modifications accordingly.

Salesforce Developer Cheatsheets

08 Tuesday Mar 2016

Posted by Mani in Salesforce Configuration

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Cheat sheet

There was an article about Salesforce Developer Cheatsheets in Salesforce Developers/Contractors linkedin group and here is the link where you can download them:

Salesforce Developer Cheatsheets

P.S: Cheat sheets are concise, quick references to various technologies – summarizing the most important aspects in a compact, searchable and printable form.

 

Visual Flow Text Templates: Rich Text Formatting issue

01 Tuesday Mar 2016

Posted by Mani in Salesforce Configuration

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Has anyone faced this issue before in Flows? I have faced it today and you can click on “This issue Affects me” button, if you think so.

https://success.salesforce.com/issues_view?id=a1p300000008XFtAAM

Tip#19 – Using workbench to execute APEX

10 Wednesday Feb 2016

Posted by Mani in Apex, Uncategorized

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Salesforce Tips

Today, I was working on a requirement which queries public group and sends an email to the users(group members) with an attachment from the custom object record and it was implemented using APEX code. I wanted to test using Execute Anonymous option in Developer Console before I call the code using process builder. When I tried executing it in Developer Console, it was throwing Sending Request – Execution Failed error. I could not figure out the reason for it, but I realised that using workbench to execute Anonymous APEX code is better than Dev Console since your code, results are displayed in the same page and you can set the log level too.

Steps to execute APEX in Workbench:

a. Login to https://workbench.developerforce.com
b. Select Sandbox or Production(obviously, we will test the code in Sandbox first)
c. Then system will ask you to login to Salesforce
d. Once logged in, select “Apex Execute” in Jump to option
e. Paste your code in the text box and click on Execute button.
f. System will show the results on the same page. You can select the appropriate Log category and Log level too.

In the future post, I will write about creating a flow to query the public group based on the name and send an email to the group members(role based members).

Tip#18 Get Salesforce instance in Apex

09 Tuesday Feb 2016

Posted by Mani in Apex, Uncategorized

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Salesforce Tips

Recently, I worked on a requirement where in I had to send an email by using APEX and I had to prepare the HTML body within APEX itself. As part of it, there has to be a clickable link in the email which should take the user to the Salesforce record after clicking on it and we should not hardcode the URL in the code.

So, here is the code below to get the logged in user’s URL and concatenate it with the Salesforce record ID:

String u=System.Url.getSalesforceBaseURL().toExternalForm();//this returns the base URL of the Salesforce instance as String.
String ufinal=u+’/’+POId;//POId is the variable that holds Id of the custom object record.

or you can write the above code in one line:

String ufinal = URL.getSalesforceBaseUrl().toExternalForm() + ‘/’ + POId;

New custom domain

08 Friday Jan 2016

Posted by Mani in Uncategorized

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Since I am on vacation now, I didn’t get chance to write posts and I have got a new custom domain for the blog. It is sfdceverywhere.com, don’t worry getintosalesforce.wordpress.com will still work and you will be redirected to the new site.

I will be coming up with more posts on Salesforce topics once I am back from vacation(during 3rd week of Jan). Until then, bye and take care!

Tip#17 – Accessing “User License” field on User Object

07 Monday Dec 2015

Posted by Mani in Salesforce Configuration

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UserLicense

If you want to access User license field which determines the type of license that user is on(ex: Salesforce, Salesforce Platform etc), you can access it in apex  as follows:

User.Profile.UserLicense.Name

Suppose, you want to create a validation rule in User object to make a custom field mandatory based on the license, it could be as follows,substitute Customfield with the actual field name(API name):

AND(ISNEW(),ISBLANK(Customfield), OR(Profile.UserLicense.Name=’Salesforce’,Profile.UserLicense.Name=’Salesforce Platform’)

Salesforce Admin Certification(WI16)

04 Friday Dec 2015

Posted by Mani in Salesforce admin exam, Uncategorized

≈ 39 Comments

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salesforce admin certification

I cleared my Salesforce Admin certification(WI16) last week and here are few tips from my side to prepare for the exam:

  1. I used salesforce-qa document, which I got it when I googled to find out the study materials for the exam and it covers the topics given in the study guide (except SalesforceA and Salesforce1, interestingly I didn’t get any questions from those topics).
  2. Then, I started going through the questions given in the site from Part 1-Part 10 and there are about 1000 questions. I didn’t get majority of these questions on my exam though from these dumps, it has helped me to understand the nature of questions that can be asked for the exam. I have got around 20 questions from these dumps.
  3. After finishing the exam, I found out this Admin-201-Certified-Administrator-notes which is gud too.

Here is the study guide and let me know if you have any questions about the exam.

P.S: Recently, I have gone through this post http://www.merivisblog.com/study-salesforce-admin-exam/ and thought of sharing it, as it could be useful to pass the exam.

There is a nice article by Ben on how to pass your Salesforce certification and here is the link

Update lookup field using Process Flow

01 Tuesday Dec 2015

Posted by Mani in Uncategorized

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I have updated the post(Update lookup field using Process) with the additional information. Please find the link below.

Source: Update lookup field using Process Flow

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