Laveena Agarwal
IndividualForum Replies Created
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Record Types in Salesforce allow you to customize various features of both standard and custom objects based on profile and when different layouts are to be selected for particular pick list field value. Record type does not affect record level security i.e. if a user does not have view or edit permission of an object (or fields in the object), same permissions will be continued even if the record type is made available for that user. Multiple record types can be created for the same object to customize as needed.
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Hi Somendra,
To customize file sharing behavior, define an Apex trigger for the ContentDistribution or ContentDocumentLink objects. The ContentDistribution object represents a file shared externally. A ContentDocumentLink represents a file shared with an internal object, such as a user, group, or record.
The ContentDocumentLink object supports triggers before and after these operations: insert, update, delete.
For more information, please refer - https://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/rn_chatter_files_content_triggers.htm
Thanks
- This reply was modified 5 years, 3 months ago by Laveena.
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Laveena
MemberAugust 8, 2019 at 8:26 am in reply to: How to Add Javascript Remoting to VF page in Salesforce?Hi Achintya,
To use javascript remoting in a Visualforce page, add the request as a javascript invocation with the following form:
Syntax -
[namespace.] controller.method ( [parameters ...] Call back Function, [configuration] );
Thanks
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Hi Aman,
5 most common causes for data loss:
- Accidental or malicious deletion can occur when a user inadvertently or intentionally deletes one or more records. An individual record can easily be deleted by clicking on the delete button located on an object page. Multiple records can be deleted at one time with the mass delete utility
- Bad code can make incorrect changes to many records. Developers plan and test their code to avoid mistakes but program errors still happen. Not every actual scenario is always covered so code can sometimes have unexpected results. These changes can be very difficult to identify and even harder to fix.
- Data import gone wrong will have a far reaching impact. Tools like the data import wizard and data loader allow users to update records in a single operation. Unfortunately an incorrect mapping can yield bad values in a large number of records.
- SOQL mistake can happen in an instant. The developer console query editor can be used to execute queries and the wrong syntax can create a serious problem. An update query is designed to potentially impact large number of records so a backup should always be run prior to any mass update.
- Problems with an integration could inadvertently update the wrong records. There are some very powerful integration tools for Salesforce that can update hundreds, thousands or even millions of records through automated processing. Without a current backup, an integration error of this magnitude could be impossible to recover from.
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Laveena
MemberAugust 8, 2019 at 7:39 am in reply to: What is the difference between Process Builder and Salesforce Trigger?Hi Divya,
Process Builder is a graphical representation of your process as you build it. It consists of
Criteria, Immediate and Scheduled Actions.
There are following things which can be done by process builder:
Create Records:In addition to updating a record, you can create a record and set the field values within the record.
Create Chatter Post: Push a chatter update into Group or Feed.
Create an approval:Traditionally you needed a trigger to push a record into an approval process automatically. With Process builder, you can do this automatically based on criteria of the process.
Quickly consolidate Workflow:Quickly consolidate multiple workflow rules in one process.
Call an Apex Class:You can call an Apex class.A trigger is the piece of code, that is executed Before or After a record is inserted or updated.
Usually, an APEX (code) based evaluation of criteria to set off a chain of events.These events execute following types of operations
Insert, Update, Delete, Merge, Upsert, Undelete.
- In trigger, you write lengthy code while in process builder, you can perform the same task with some clicks. But, in some cases, process builder fails to do the required task. At that time, you can use trigger.
- For more information, please refer to this blog- https://www.adhiman.com/process-builder-vs-apex-triggers-choosing-between-automation-tools/
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Laveena
MemberAugust 6, 2019 at 12:09 pm in reply to: Salesforce CRM vs. SAP CRM- Which One is Better?Both SAP and Salesforce are leaders in the CRM industry, belonging to the top 10 vendors in the market. Salesforce has the bigger market share between the two, but SAP is eager to expand and fill in the gaps in software services that current CRM providers fail to provide customers.
Before, the main difference between SAP and Salesforce was their mode of deployment. SAP began as an on-premise software, while Salesforce started early in the cloud. Salesforce is one of the first companies that started Software-as-a-Service, and until now leads in the foray into cloud-based business applications. This situation, however, has changed a bit since SAP entered cloud-based services a couple of years ago.
As such, the main differences between SAP and Salesforce today would be the following, based on customer reviews:
User experience. Customers say that SF has a better UI and a more efficient design compared to SAP.
Scope of solutions. Leveling up Salesforce functionalities depends on the integrations that can be done with the platform, like CTI add-ons for contact centers and marketing apps. SAP, on the other hand, offers end-to-end solutions as shown by its complete ERP/CRM package, making it a one-stop shop for your business software needs.
Pricing. SF asks for a higher premium than SAP.
Salesforce and SAP are both highly regarded in the CRM market, and I think that’s because both companies are always innovating and adapting to customer needs.SAP CEO Bill McDermott is hoping the addition of robotics process automation to their product can help it win more customers, but SF isn’t staying complacent. In fact, SF acquired MuleSoft recently to boost its own network capabilities. This tough competition among CRM vendors will definitely get even tougher. On the upside, the competition will force companies to continue creating better software products for customers.