Deepak
IndividualForum Replies Created
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<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CA0QAw">Process Builder is a point-and-click tool that lets you easily automate if/then business processes and see a graphical representation of your process as you build.
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Deepak
MemberJuly 31, 2020 at 6:21 pm in reply to: What should be the condition we need to specify in process builder to specify scBelow are 2 conditions:Only when record is createdWhen record is created or edited and while define criteria select the checkbox for below settingDo you want to execute the actions only when specified changes are made to the record?3. Is it possible to edit the process once it is activated?No, You need to clone and while cloning you can create new process or create new version.
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Deepak
MemberJuly 31, 2020 at 6:18 pm in reply to: How to troubleshoot the errors if any issue comes in process builder in Salesfor<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAoQAQ">Use the error messages that appear in the Process Builder and the emails you receive when a process fails to help solve problems that arise when you're working with processes. When all else fails, look at the Apex debug logs for your processes. The API names for criteria nodes and actions are created in the background.
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Deepak
MemberJuly 31, 2020 at 6:06 pm in reply to: Is it possible to edit the process once it is activated in Salesforce?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CA0QAQ">After you activate a process, you can no longer edit that process. However, you can click Clone to save the process as a new inactive process.
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Deepak
MemberJuly 30, 2020 at 6:31 am in reply to: Is it possible to skip steps in approval process in Salesforce?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAwQAQ">In Salesforce the standard approval process doesn't have the ability to skip a double approval step.
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Deepak
MemberJuly 30, 2020 at 6:30 am in reply to: Can we implement multilevel approval process in salesforce?Follow the steps below:
- Records enters entry criteria.
- Approver 1 approves then.
- Approver 2 approves after approver 1 has approved then.
- Approver 3 approves after approver 2 has approved.
- Finalize.
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Deepak
MemberJuly 30, 2020 at 6:26 am in reply to: Can we update parent record with workflow field update in Salesforce?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CA8QAQ">You can update a field on a parent record by creating a field update action for a workflow rule created on a child record. When working with a many-to-many relationship object, you can update fields on either parent. For standard objects, workflow rules can only perform field updates on the object related to the rule.
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Deepak
MemberJuly 29, 2020 at 9:05 am in reply to: What are the limitations of wsdl file in Salesforce?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAwQAQ">A WSDL file cannot have both a <wsdl:include> and a <wsdl:types> element but you can use <xsd:include> inside <wsdl:types>. A WSDL file cannot have more than one <wsdl:include> element. Only SOAP operations are considered in WSDL file. All MIME and HTTP operations are ignored during consumption.
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<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CA0QAw">Remote site settings in Salesforce allows you to access external website resources from a Salesforce application for your organization. You can access these external websites through Visualforce pages, Apex Callout, and via XmlHttpRequest calls. Once the site is registered, it can be used within Salesforce.com.
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<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAoQAQ">An authentication provider lets your users log in to your Salesforce org using their login credentials from an external identity provider, such as Facebook, Google, LinkedIn, and Twitter. Salesforce provides default authentication providers where Salesforce manages the required configuration values.
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Deepak
MemberJuly 28, 2020 at 8:12 am in reply to: How do I change the object settings in Salesforce?- From Setup, enter Profiles in the Quick Find box, then select Profiles, and then select the user profile.
- Click Clone to clone the user profile.
- Name and save the cloned user profile.
- Click Object Settings.
- Click the name of the Salesforce object.
- Click Edit.
- Save the object settings.
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Object Settings page shows tab settings, record types and page layout settings, object permissions, and field permissions for all objects and tabs in your org.
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Deepak
MemberJuly 28, 2020 at 8:08 am in reply to: What is the difference between profile and user in Salesforce?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAwQAQ">A user is anyone who logs in to Salesforce. Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company's records.</div><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAwQAQ">Profile settings determine what users can see (control the visibility of objects, tabs, CRUD, fields) and do with objects.
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Deepak
MemberJuly 27, 2020 at 4:24 pm in reply to: What is the use of @ReadOnly annotation in Salesforce ?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CBEQAg">Use the @ReadOnly annotation on a controller method allows you to retrieve a larger collection of records as the result of a Visualforce expression.
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Deepak
MemberJuly 27, 2020 at 11:25 am in reply to: When you can’t add Time dependent action in Workflow rule in Salesforce?The evaluation criteria is set to Evaluate the rule when a record is: created, and any time it's edited to subsequently meet criteria . If this rule is activated.
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- Log in to your Salesforce account.
- From Setup, enter API in the Quick Find box, then select API.
- Click Generate Metadata WSDL, and save the XML WSDL file to your file system.
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<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAsQBA">With some important exceptions, Visualforce “just works” in Lightning Experience. If you've written Visualforce apps for your organization, you can expect that they work whether your users access them in Lightning Experience or Salesforce Classic.
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<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CA0QAg">An ES6 module is a JavaScript file that explicitly exports variables or functions that other modules can use. Modules make it easier to structure your code without polluting the global scope.
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Deepak
MemberJuly 24, 2020 at 2:09 pm in reply to: How do I use lightning style in Visualforce page?- From Setup, enter Visualforce in the Quick Find box, then select Visualforce Pages.
- Click Edit next to the Visualforce page.
- Add the lightningStylesheets="true" attribute to the initial <apex:page> component in the Visualforce markup.
- Save your changes.
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Deepak
MemberJuly 23, 2020 at 7:34 am in reply to: What are the advantage of setting up a campaign hierarchy in Salesforce?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAwQAg">A campaign hierarchy allows you to group campaigns together within a specific marketing program or initiative, which enables you to analyze related marketing efforts more efficiently. To view the hierarchy for a campaign, click View Hierarchy next to the Campaign Name field on the campaign detail page.
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Deepak
MemberJuly 23, 2020 at 7:33 am in reply to: Why marketing teams use campaigns in Salesforce?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CA0QBA">Marketers use campaigns to analyze how many leads they're generating, how much pipeline they're building, and how many deals they're closing as a result of marketing efforts.
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Deepak
MemberJuly 23, 2020 at 7:31 am in reply to: How do we create a campaign hierarchy in Salesforce?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAwQAg">Each campaign can have one parent campaign, but an unlimited number of sibling campaigns. To set up campaign hierarchies, add the Parent Campaign field to your campaign page layout and enable the campaign hierarchy statistics fields. Use field-level security to make the fields visible.
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<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAwQAg">Salesforce Analytics Query Language (SAQL) Use SAQL to access data in Analytics datasets. Analytics uses SAQL behind the scenes in lenses and dashboards to gather data for visualizations.
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Deepak
MemberJuly 22, 2020 at 12:46 pm in reply to: What is the maximum file size for UI upload in Salesforce?<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAwQAg">The default limit is 25MB. Support can increase the limit up to 65MB. Attachments larger than 36MB can be attached only via User Interface.
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<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CAwQAg">Analytics apps can contain datasets, lenses, and dashboards. Create them to organize and run your analytics presentations, and share them with other people in your organization.
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