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Salesforce Everywhere

Category Archives: Uncategorized

More fields in related lists

17 Tuesday May 2016

Posted by Mani in Salesforce Configuration, Uncategorized

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fields in related lists, related list

Want to display more than 10 fields in related lists?

There is a nice hack by Chris Tzompanakis and it is in the link

Have a nice day!

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.

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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!

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

Tip#4 : Calling a flow from APEX

05 Saturday Sep 2015

Posted by Mani in Uncategorized

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It is possible to call a flow from APEX class since Summer’14 release with the help of Flow.Interview class. Here is an example below.

Map params = new Map();
params.put(‘RatecardId’, ratecard.Id);//Passing RateCard Id to the flow as a parameter
params.put(‘OptyId’, Optyid);//Passing Opportunity Id to the flow as a parameter
Flow.Interview.Update_RateCard_after_Opty_Creation RFlow = new Flow.Interview.Update_RateCard_after_Opty_Creation(params);//Calling the flow “Update_RateCard_after_Opty_Creation” which is active in Salesforce.
RFlow.start(); //Start method invokes an autolaunched or user provisioning flow

There is an useful article which Andrew has written on the same topic and here is the link http://andyinthecloud.com/2014/10/26/calling-flow-from-apex/

Tip#2 – DATEVALUE Function

26 Wednesday Aug 2015

Posted by Mani in Uncategorized

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Suppose, the requirement is to populate the Date field(let’s say Overtime date) on a custom object XYZ from the date time field(let’s say Job Start Date) upon record creation. Create a workflow and trigger it when the record is created on XYZ object. Workflow action will be a field update and it will be DATEVALUE(Overtime__c).

DATEVALUE – This function returns a date value from a date/time field or text expression. Additional points to note:
a. If the field referenced in the function is not a valid text or date/time field, the formula field displays #ERROR!
b.Dates and times are always calculated using the user’s time zone.

Please let me know for any comments/clarification.

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