Forum Replies Created

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  • Achintya

    Member
    August 13, 2019 at 8:16 am in reply to: Why did Salesforce get rid of S-controls?

    Salesforce got rid of s-controls in favor of two new technologies, Apex Code and VisualForce.  We prefer these technologies because they provide a well-defined API where we can maintain backward compatibility as we make regular changes to our UI, schema, and API.  The API is versioned so even if we make changes to it, older versions continue to work just as well.  S-controls may have had more flexibility as they were free to do what they wanted on the client-side, but they also frequently broke as we made simple changes to the platform.

  • Getter and Setter methods in salesforce are used to pass data from controller to visualforce and vice versa.

    So once we enter some value in text box means through setter method value will be passed from visualforce page to controller ( Apex class) and same can be retrieved back to visualforce page through controller getter method

  • Code:

    select id, whatid from task where what.type = 'Opportunity'

  • Achintya

    Member
    August 12, 2019 at 12:05 pm in reply to: Some Queries about Batch APEX in Salesforce

    1.  From UI(Setup->Develop->Apex Classes->Schedule Apex button)
    Through code(System.schedule())

    2. 200 Records.

    3. Scheduling apex:

    To execute any class at a specific time we use scheduling apex.

    Batch Apex:

    It divides the whole process into batches.

    To handle a large number of data we have to batch apex.

    Also used to overcome the governing limits

  • Communities functionality is not dependent on the use of Chatter. You can still get the branding and mobile benefits of the solution along with other collaboration elements such as Ideas and Q & A.

    Salesforce Communities is an online platform that enables rich collaboration between employees, customers, partners, suppliers, and distributors. Organizations can create fully-branded public or private communities that connect members directly with each other – and with relevant content, data and business processes. Salesforce Communities is the only community platform that combines the power of social with mobile participation, trusted security, and direct connection to business processes.

  • Achintya

    Member
    August 12, 2019 at 11:31 am in reply to: What is object specific action and how to create it?

    Object-specific actions let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.

    From the management settings for the object for which you want to create an action, go to Buttons, Links, and Actions.
    Click New Action.
    Select the type of action to create.
    Customize the action.For a Create a Record action, select the type of object to create.If the object has more than one record type, select the one you want to use for records created through this action.
    If the object for which you’re creating the action has more than one relationship with the target object, select the field you want to populate when a record is created. If the two objects have a master-detail relationship, you can’t select which field to populate. The master-detail Relationship field is selected by default, and you can’t change this setting.
    You can’t choose Quote as a target object from Opportunity. However, you can still create quotes from an opportunity by going to the opportunity’s Quotes related list and clicking New.
    For a Custom Visualforce action, select the Visualforce page, and then specify the height of the action window. The width is fixed.
    For a Lightning Component action, select the component called by the action.
    For a flow action, select the flow to render.
    Enter a label for the action. Users see this label as the name of the action.
    TIP You can choose an option from the Standard Label Type list to have Salesforce generate the label. For the labels in this list that include “Record” and “Record Type,” Salesforce fills in the type of object or the record type the action creates. For example, if you choose the Create New “Record” standard label on a create contact action, the generated label is Create New Contact.
    If necessary, change the name of the action. If you selected a standard label type in the previous step, you must enter the name.This name is used in the API and managed packages. It must begin with a letter and use only alphanumeric characters and underscores, and it can’t end with an underscore or have two consecutive underscores. Unless you’re familiar with working with the API, we suggest not editing this field.
    Type a description for the action.The description appears on the detail page for the action and in the list on the Buttons, Links, and Actions page. The description isn’t visible to your users. If you’re creating several actions on the same object, we recommend using a detailed description, such as “Create Contact on Account using New Client record type.”
    For a Create a Record or Log a Call action, select whether you want a feed item to be created when the action is completed.
    For a Create a Record, Update a Record, or Log a Call action, you can add a custom success message that displays after the action executes successfully.
    Optionally, click Change Icon to select a different icon for the action.Custom images used for action icons must be less than 1 MB in size.
    Click Save.

  • Achintya

    Member
    August 9, 2019 at 12:02 pm in reply to: Why do we need chaining of Continuation Object ?

    From Apex, we can only chain 3 Continuation Object
    If we call API synchronously, chances are very high that it will run for more than 5 sec and contributing towards Concurrent Apex limit
    Getting CPU timelimit error is also high
    Making synchronous call also means risking scalability of Salesforce instance
    You don’t want user to wait till call out completed, let them work and update user interface once response is received

  • Master-detail relationship

    1)in master-detail relationship field value is mandatory
    2) here parent record is deleted automatically child records is deleted
    3) an object is allowed only 2 master-detail relationship fields
    4) if we give any rules to parent that rules automatically goes to the child. Child does not contain any separate rules.
    5)we can directly convert master-detail relationship to lookup relationship
    6) if we give a value to master-detail relationship field that value does not change.

    Lookup relationship

    1)in lookup relationship field value is not mandatory
    2) here parent record is deleted automatically child records are not deleted
    3) an object is allowed only 25  relationship fields
    4) here parent rules and child rules are maybe same or not.
    5)if we cannot give a value to the lookup field then we can't directly convert lookup relationship to master-detail relationship here first we need to give a value to the lookup field.
    6) if we give a value to lookup relationship field we can change that value whenever we required.

  • Achintya

    Member
    August 9, 2019 at 9:51 am in reply to: What are best CRM platforms to use apart from Salesforce?

    Apart from Salesforce CRM we can use

    HubSpot CRM
    Freshsales
    Pipedrive
    Insightly
    Zoho CRM
    bpm’online CRM
    Nimble
    Nutshell CRM
    amoCRM
    Pareto CRM

  • Profiles determine the level of access a user can have in a Salesforce org.

    As far as the first part of the question is concerned, Yes. One profile can be assigned to any number of users. Take the example of a Sales or Service team in a company. The entire team will be assigned the same profile. The admin can create one profile: Sales Profile, which will have access to the Leads, Opportunities, Campaigns, Contacts and other objects deemed necessary by the company.

    In this way, many users can be assigned the same profile. In case the team lead or manager needs access to additional records/ objects then it can be done by assigning permission sets only for those users.

    Answering the second part of the question, each user can only be assigned 1 profile.

  • Achintya

    Member
    August 8, 2019 at 7:57 am in reply to: How to Create Quotes in Salesforce?

    Creating quotes shows the customers the prices of the products and services that are offered.

    1. Click New Quote on the Quotes related list on an opportunity. The Subtotal, Discount, Total Price and Grand Total fields show values from the opportunity.
    2. Complete the fields.
    3. Save your changes.

    A unique quote number is added.
    Products on the opportunity are copied to the quote as line items.
    The grand total is recalculated based on the taxes and shipping information that you entered.

  • Products are the individual items or services that you sell to customers through your opportunities and quotes.

    An opportunity Line item is nothing but the product which we added to a particular opportunity. An opportunity line item is the junction object. When we add a product to Opportunity it is called Opportunity Line Item which you use during your sales.

  • Achintya

    Member
    August 7, 2019 at 8:54 am in reply to: Explain Guided Action List Component in Salesforce.

    A guided action list is a salesforce standard lightning component, built to assist an agent, which gives an easy way to add or auto-populate flows in the component user interface. Flows consist of multiple screens with a set of instructions to assist the customer and in some cases, it contains a set of input fields to get information from the customer. Flows are configured by the Salesforce admin or developer.

  • Salesforce CPQ can't enable access to these objects in that permission set due to backward compatibility requirements with earlier package versions.

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