Forum Replies Created

Page 6 of 21
  • Avnish Yadav

    Member
    September 30, 2018 at 12:20 am in reply to: What is Role in Salesforce?

    Hello,

    In salesforce, roles are defined so as to increase the data visibility a particular user has. The data visibility can be increased using sharing rules or by building role hierarchy. Role hierarchy allows the user sitting in higher level have access of records owned by users having role lower in hierarchy.

    Summarizing the points for role,

    1. Role controls the level of record access user has
    2. Helps extend the OWD settings for different objects
    3. Sharing rules can be written to share records with particular role and subordinates
    4. Defining role for user is not mandatory.

    Thanks.

     

  • Not it is not possible.

    But In a Master-Detail relationship, you can configure sharing rules so that a user can see the parent but not the child. But if a user can see the child record, they will always be able to see the parent.

  • Avnish Yadav

    Member
    September 30, 2018 at 12:15 am in reply to: How to embed iframe in Salesforce Visualforce page?

    Please use https instead of HTTP in your code.

    Find the sample code below.

    <apex:page showHeader=”false”>
        <apex:pageBlock >
            <apex:iframe src=”https://www.salesforce.com” scrolling=”true” id=”theIframe”/>
        </apex:pageBlock>
    </apex:page>

    Hope this helps.

  • Hello,

    Following video have your answer - https://www.youtube.com/watch?v=5jH3FMcMdGo

    Thanks.

  • Avnish Yadav

    Member
    September 30, 2018 at 12:12 am in reply to: How to make a dynamic picklist in salesforce?

    Here is the code -

    Controller

    public class TestSelectController{
    public List<SelectOption> getYears() {
    List<SelectOption> options = new List<SelectOption>();
    for (Integer i = System.Today().year() - 3; i < System.Today().year() + 3; i++) {
    options.add(new SelectOption(String.valueOf(i), String.valueOf(i)));
    }
    return options;
    }

    public String selectedYear {get; set;}

    public TestSelectController() {
    selectedYear = String.valueOf(System.Today().year());
    }
    }

    Page:

    <apex:page controller="TestSelectController">
    <apex:form>
    <apex:selectList value="{!selectedYear}" size="1">
    <apex:selectOptions value="{!Years}"/>
    </apex:selectList>
    </apex:form>
    </apex:page>

    Thanks.

  • Avnish Yadav

    Member
    September 30, 2018 at 12:10 am in reply to: How to make a dynamic picklist in salesforce?

    Hello,

    A dynamic picklist allows end users to add values to the list rather than requiring the assistance of an administrator. It can be updated as and when values are required. This is particularly useful if you have processes within your organization whereby you would have to request values to be added to a standard picklist. This could take some time and if you're in the middle of something, it would distract from what you're doing and delay things unnecessarily.

    Thanks.

  • Avnish Yadav

    Member
    September 30, 2018 at 12:09 am in reply to: How can I append the video id in the url of videolink in Salesforce?

    Hello,

    Click Setup | Customize | Knowledge | Settings | Check "Allow users to add external multimedia content to HTML in the standard editor" to 'True' - This will provide a new tool in the WYSIWYG editor on Rich Text fields to "Embed Media" into a Knowledge Article. You can paste the iframe code from YouTube, Vimeo and Dailymotion videos.

    Thanks.

  • Avnish Yadav

    Member
    September 30, 2018 at 12:04 am in reply to: Can we use sharing rules to restrict data access in Salesforce?

    No, Not possible

    Use sharing rules to extend sharing access to users in public groups or roles. As with role hierarchies, sharing rules can never be stricter than your org-wide default settings. They just allow greater access for particular users. You canshare records owned by certain users or meeting certain criteria.

  • Avnish Yadav

    Member
    September 30, 2018 at 12:01 am in reply to: How can we give auto size the Salesforce visualforce page?

    Hello,

    You can do something like this:

    HTML

    <div id=”boxContainerContainer”>
        <div id=”boxContainer”>
            <div id=”box1″></div>
            <div id=”box2″></div>
            <div id=”box3″></div>
        </div>
    </div>

    CSS

    #boxContainerContainer {
        background: #fdd;
        text-align: center;
    }
    
    #boxContainer {
        display:inline-block;
        border:thick dotted #060;
        margin: 0px auto 10px auto;
        text-align: left;
    }
    
    #box1,
    #box2,
    #box3 {
        width: 50px;
        height: 50px;
        background: #999;
        display: inline-block;
    }

    Thanks.

  • Avnish Yadav

    Member
    September 30, 2018 at 12:00 am in reply to: How to create website on Salesforce Force.com?

    Hello,

    You can use Force.com Sites (also known as Salesforce Sites) to run your company’s website.  With Sites, Salesforce gives you a web server, hosting, and integration between your website and your salesforce organization.  Sites is included (at no extra charge) in Developer, Enterprise, and Unlimited Editions.

    You get all the benefits of being fully native when you build your website using use Force.com Sites: security, fast performance, and reduced downtime.  Plus you don’t have to set up or support any hardware.

    Salesforce Sites gives you a number of options.  First, you can set up a public website that people can see without logging in with a username or password.  Second, you can choose to display customized information to people who log in to a Customer Portal or Partner Portal.  For example you can show customized product options or prices to different users once they log in. Third, people can register for Customer Portal access directly from Sites.  This saves you from having to manually process web-to-lead forms and then convert them to contacts and then make them portal users.

    Thanks.

  • Avnish Yadav

    Member
    September 29, 2018 at 11:58 pm in reply to: How to hide/show page block table in a Salesforce visualforce page?

    Hey Satya,

    You can also use this <apex:pageBlockSection rendered="{!NOT(contactsLst.empty)}">

    Thanks.

  • Avnish Yadav

    Member
    September 29, 2018 at 11:56 pm in reply to: How can I create a PDF from a Salesforce Report?

    Hello,

    You can export the report into PDF click on drop-down next to edit button and click on export

    Thanks.

  • Hey guys just to make a note, starting from API 28 to get this working please add "applyHtmlTag=false" to your code:
    view source
    print?

    <apex:page standardController="YourController" showHeader="false" applyHtmlTag="false"renderAs="pdf">

    Thanks.

  • Hello,

    You can use UI Theme Detection for Lightning Experience which is part of spring 16.

    Thanks.

  • 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. while i have no idea of Chatter community.

    Thanks.

  • Hello

    No, by default, the Grant Access Using Hierarchies option is enabled for all objects.

    But and it can only be changed for custom objects.

    Thanks.

  • And

    Access to reports and dashboards is controlled through settings for the folder they are stored in.
    To give others access to your reports or dashboards, place them in a shared folder.
    To prevent others from accessing your reports, place them in personal folders that only you can access.

    So make sure that they are not in shared folders.

    Thanks.

  • Avnish Yadav

    Member
    September 29, 2018 at 10:14 pm in reply to: What are Custom Reports in Salesforce?

    Hello,

    A Custom Report is a report that you create. You pick the dimensions (City and Browser, for example) and metrics (Sessions, Pageviews, and Bounce Rate, for example) and decide how they should be displayed. You must specify at least one dimension and one metric. Learn about dimensions and metrics.

    You can create a custom report by going to -

    Setup -> Create -> Report Types -> New

    Thanks.

  • Avnish Yadav

    Member
    September 29, 2018 at 10:12 pm in reply to: What is a Tabular report in Salesforce?

    Hello,

    A tabular report is the most basic type of report you can build. The report output is organized in a multicolumn, multirow format, with each column corresponding to a column in the database table.

    Thanks.

  • Avnish Yadav

    Member
    September 29, 2018 at 10:10 pm in reply to: What is a Summary Report in Salesforce?

    Hello,

    Summary Report: Summary report is a little bit advanced report as compared to tabular report having a grouping of information with subtotals.

    Summary reports are similar to Tabular Reports but these reports allow grouping of rows data. Rows data can be grouped up to four levels. Summary Report is the second Salesforce report format which allows users to group rows data which supports sorting and display subtotals

    Thanks.

  • Avnish Yadav

    Member
    September 29, 2018 at 10:08 pm in reply to: What are the Available formats for report in Salesforce?

    Hello,

    Based on the presentation following styles can be used to generate report in salesforce.

    Tabular Report : The basic form of presentation of user data is tabular report. It has simple listing of data without any subtotals. One can use this report if the presentation is simple.

    Summary Report : Summary report is little bit advanced report as compare to tabular report having grouping of information with subtotals.

    Matrix Report : Matrix report has groups of data based on columns and rows. This report can be used to represent comparison between related total with total by row and total by column.

    Join Report : Join report has the more advanced way to represent data. This report will allow you to relate different blocks and show them in single report. Each block has unique attributes like name, filters, columns, data, and summary fields.

    Thanks.

  • Avnish Yadav

    Member
    September 29, 2018 at 10:05 pm in reply to: What are the different types of reports available in Salesforce

    Hello,

    Based on the presentation following styles can be used to generate report in salesforce.

    Tabular Report : The basic form of presentation of user data is tabular report. It has simple listing of data without any subtotals. One can use this report if the presentation is simple.

    Summary Report : Summary report is little bit advanced report as compare to tabular report having grouping of information with subtotals.

    Matrix Report : Matrix report has groups of data based on columns and rows. This report can be used to represent comparison between related total with total by row and total by column.

    Join Report : Join report has the more advanced way to represent data. This report will allow you to relate different blocks and show them in single report. Each block has unique attributes like name, filters, columns, data, and summary fields.

    Thanks.

  • Hello,

    Based on the presentation following styles can be used to generate report in salesforce.

    Tabular Report : The basic form of presentation of user data is tabular report. It has simple listing of data without any subtotals. One can use this report if the presentation is simple.

    Summary Report : Summary report is little bit advanced report as compare to tabular report having grouping of information with subtotals.

    Matrix Report : Matrix report has groups of data based on columns and rows. This report can be used to represent comparison between related total with total by row and total by column.

    Join Report : Join report has the more advanced way to represent data. This report will allow you to relate different blocks and show them in single report. Each block has unique attributes like name, filters, columns, data, and summary fields.

    Thanks.

  • Avnish Yadav

    Member
    September 29, 2018 at 10:03 pm in reply to: What are the different types of reports available in Salesforce?

    Hello,

    Based on the presentation following styles can be used to generate report in salesforce.

    Tabular Report : The basic form of presentation of user data is tabular report. It has simple listing of data without any subtotals. One can use this report if the presentation is simple.

    Summary Report : Summary report is little bit advanced report as compare to tabular report having grouping of information with subtotals.

    Matrix Report : Matrix report has groups of data based on columns and rows. This report can be used to represent comparison between related total with total by row and total by column.

    Join Report : Join report has the more advanced way to represent data. This report will allow you to relate different blocks and show them in single report. Each block has unique attributes like name, filters, columns, data, and summary fields.

    Thanks.

  • Avnish Yadav

    Member
    September 29, 2018 at 10:00 pm in reply to: What is a Matrix Report in Salesforce?

    Hello,

    Salesforce Matrix report is similar to Summary reports and is the most complex Salesforce report format where records data is summarized in a grid format. Matrix reports allow records to summarize data by both columns and rows. Salesforce Matrix report is used to compare related tools.

    Thanks.

Page 6 of 21