Forum Replies Created

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  • madhulika shah

    Member
    October 4, 2018 at 1:15 pm in reply to: Can I export related fields using a Salesforce Data Loader?

    Hi,

    You can export parent and their parent attribute values from Child object.

    But from the parent, you cannot export child object related attributes.

    You could move to 5 levels up to the Parent or related objects.

    Thanks.

  • madhulika shah

    Member
    October 4, 2018 at 1:14 pm in reply to: When are lead assignment rules triggered in Salesforce?

    Hi,

    Some scenarios are given below :

    1.  Creating a Lead Manually : Make sure you have checked the checkbox "Assign the active assignment rules" in optional section.
    2. Web to Lead : Lead will be generated and at the same time assignment rule will be triggered.
    3. Salesforce processes any rules in the following order:
    • Validation rules
    • Assignment rules
    • Auto-response rules
    • Workflow rules (with immediate actions)
    • Escalation rules

    Workflow field updates that run based on an approval process or time-dependent action do not trigger any rules.

    Thanks.

  • madhulika shah

    Member
    October 4, 2018 at 1:01 pm in reply to: How to export records from Salesforce using Data Loader?

    Hi,

    You can use the Data Loader export wizard to extract data from a Salesforce object:

    • Open the Data Loader.
    • Click Export. If you want to also export archived activity records and soft-deleted records, click Export All instead.
    • Enter your Salesforce username and password, and click Log in.
    • When you’re logged in, click Next. (You are not asked to log in again until you log out or close the program.)
    • Choose an object. For example, select the Account object. If your object name isn’t listed, select Show all objects to see all the objects that you can access. The objects are listed by localized label name, with the developer name in parentheses.
    • Select the CSV file to export the data to. You can choose an existing file or create a file.If you select an existing file, the export replaces its contents. To confirm the action, click Yes, or choose another file by clicking No.
    • Click Next.
    • Create a SOQL query for the data export. For example, select Id and Name in the query fields, and click Finish. As you follow the next steps, the CSV viewer displays all the Account names and their IDs. SOQL is the Salesforce Object Query Language. Similar to the SELECT command in SQL, with SOQL, you can specify the source object, a list of fields to retrieve, and conditions for selecting rows in the source object.
    • Choose the fields you want to export.
    • Optionally, select conditions to filter your dataset. If you do not select any conditions, all the data to which you have read access is returned.
    • Review the generated query and edit if necessary.
    • Click Finish, then click Yes to confirm.
    • To view the CSV file. click View Extraction, or to close, click OK.

    thanks.

  • Hi,

    There are two buttons available in dataloader ‘Export’ & ‘Export All’. Difference in both button functionality is very small. When we use ‘Export’ button for any object in salesforce, all records( excluding records present in Recycle Bin) present in the system for that particular object are exported to a .csv file. But when we use Export All, all records (including records present in Recycle Bin) for that particular object are exported to a .csv file. Deleted records present in recycle bin are also called ‘soft Deleted’ records.

    Thanks.

  • Hi,

    At a time only one assignment rule can be active for an Org.

    But you can have a multiple entries for that rule, so that your cases will be assigned to correct queue.
    You will find existing entries for your assignment rule. Try to add your entry criteria there and the case will be assigned to the correct queue based on your criteria.

    thanks.

  • madhulika shah

    Member
    September 27, 2018 at 1:38 pm in reply to: What are record types in Salesforce?

    Hi Anurag,

    Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile.

    They are used to drive which page layouts users see when viewing records, based on their user profile.

    Thanks.

  • madhulika shah

    Member
    September 20, 2018 at 10:48 am in reply to: How Many Custom Fields Can I Create In An Object?

    Hi,

    You can create 100 custom fields per object in Professional edition.

    Thanks.

  • madhulika shah

    Member
    September 20, 2018 at 10:47 am in reply to: List Examples Of Custom Field Types in Salesforce?

    Hi,

    Examples of Custom Field Types are:

    • AutoNumber : Automatically assigns a unique number to each record. The maximum length of any auto-number field is 30 characters, 20 of which are reserved for prefix or suffix text. Not available for external objects.
    • Checkbox : Allows users to check a box, indicating a true or false attribute of a record. When using a checkbox field for a report or list view filter, use “True” for checked values and “False” for unchecked values. The Data Import Wizard and the weekly export tool use “1” for checked values and “0” for unchecked values.
    • Currency : Allows users to enter a currency amount. The system automatically formats the field as a currency amount. This can be useful if you export data to a spreadsheet application. Not available for external objects.
    • Date: Allows users to enter a date or pick a date from a popup calendar. In reports, you can limit the data by specific dates using any custom date field.
    • Date/Time: Allows users to enter a date or pick a date from a popup calendar and enter a time of day. They can also add the current date and time by clicking the date and time link next to the field. The time of day includes AM or PM notation. In reports, you can limit the data by specific dates and times using any custom date field.

    Thanks.

  • madhulika shah

    Member
    September 20, 2018 at 10:41 am in reply to: What Is Application In SalesForce?

    Hi,

    An app in Salesforce is nothing but a container which contains in it - a name, a logo, and an ordered set of tabs. All the metadata such as Objects, Visualforce Pages, Classes, etc are independent of an app. An app just helps to group things together visually. But internally the metadata has nothing to do with an app i.e. you can have the same tab, VF Page in multiple apps.

    Thanks.

  • madhulika shah

    Member
    September 20, 2018 at 10:38 am in reply to: Difference Between Public And Private Cloud?

    Hi,

    Private Cloud:

    A private cloud, also known as an internal or enterprise cloud, resides on company’s intranet or hosted data center where all of your data is protected behind a firewall. This can be a great option for companies who already have expensive data centres because they can use their current infrastructure. However, the main drawback people see with a private cloud is that all management, maintenance and updating of data centers is the responsibility of the company. Over time, it’s expected that your servers will need to be replaced, which can get very expensive. On the other hand, private clouds offer an increased level of security and they share very few, if any, resources with other organizations.

    Public Cloud:

    The main difference between public and private clouds is that you aren’t responsible for any of the management of a public cloud hosting solution. Your data is stored in the provider’s data center and the provider is responsible for the management and maintenance of the data center. This type of cloud environment is appealing to many companies because it reduces lead times in testing and deploying new products. However, the drawback is that many companies feel security could be lacking with a public cloud. Even though you don’t control the security of a public cloud, all of your data remains separate from others and security breaches of public clouds are rare.
    Adding some points

    Private Clouds

    Private clouds are those that are built exclusively for an individual enterprise. They allow the firm to host applications in the cloud, while addressing concerns regarding data security and control, which is often lacking in a public cloud environment.

    Public Clouds

    Public clouds are owned and operated by third-party service providers. Customers benefit from economies of scale because infrastructure costs are spread across all users, thus allowing each individual client to operate on a low-cost, “pay-as-you-go” model. Another advantage of public cloud infrastructures is that they are typically larger in scale than an in-house enterprise cloud, which provides clients with seamless, on-demand scalability.

    It is also important to note that all customers on public clouds share the same infrastructure pool with limited configurations, security protections and availability variances, as these factors are wholly managed and supported by the service provider.
    Thanks.

  • madhulika shah

    Member
    September 20, 2018 at 10:33 am in reply to: What Is Hybrid Cloud?

    Hi,

    Hybrid cloud computing enables an enterprise to deploy an on-premises private cloud to host sensitive or critical workloads, and use a third-party public cloud provider to host less-critical resources, such as test and development workloads. Hybrid cloud is also particularly valuable for dynamic or highly changeable workloads.

    By allowing workloads to move between private and public clouds as computing needs and costs change, hybrid cloud gives businesses greater flexibility and more data deployment options.

    Thanks.

  • madhulika shah

    Member
    September 19, 2018 at 1:17 pm in reply to: MIXED-DML-OPERATION

    Hi,

    Mixed DML operations within a single transaction aren’t allowed. You can’t perform DML on a setup sObject and another sObject in the same transaction. However, you can perform one type of DML as part of an asynchronous job and the others in other asynchronous jobs or in the original transaction.

    Thanks.

  • hi,

    1. Copy your Class code to notepad
    2.  Switch to a new workspace (if you only have the default, create another one)
    3. Switch Back to the workspece you were working on
    4. Copy your notepad saved code to the class
    5. Try to save your code again

    Thanks.

  • madhulika shah

    Member
    September 19, 2018 at 1:10 pm in reply to: In What Order Do Methods Fire Within A Salesforce Controller?

    Hi,

    The constructor is called when a page using the controller is first viewed (unless you've just come from another page that uses the same controller).

    Getters are called as the page is rendered to fill in information, then actions are typically fired after in response to a button press or similar. <apex:actionPoller> renderes every n seconds where you define the time, and if it re-renders part of the page (or the whole page) the getters would be called after the action is performed.

    Thanks.

  • Hi,

    Custom Controller:

    • It is an Apex class that implements all of the logic for a page without leveraging a standard controller.
    • You can use only one Apex class.
    • You can Use custom controllers when you want your Visualforce page to run entirely in system mode, which does not enforce the permissions and field-level security of the current user.

    Extension:

    • A controller extension is any Apex class containing a constructor that takes a single argument of type ApexPages.
    • It provides additional functionality to a controller – either a standard controller or a custom controller.
    • You can use multiple Apex classes separated by comma.
    • Use controller extensions when:You want to leverage the built-in functionality of a standard controller but override one or more actions, such as edit, view, save, or delete.You want to add new actions.You want to build a Visualforce page that respects user permissions. Although a controller extension class executes in system mode, if a controller extension extends a standard controller, the logic from the standard controller does not execute in system mode. Instead, it executes in user mode, in which permissions, field-level security, and sharing rules of the current user apply.

    Thanks.

  • madhulika shah

    Member
    September 19, 2018 at 1:04 pm in reply to: What is fault element in SOAP message in Salesforce?

    Hi,

    SOAP - Fault. If an error occurs during processing, the response to a SOAP message is a SOAP fault element in the body of the message, and the fault is returned to the sender of the SOAP message.

    Thanks.

  • madhulika shah

    Member
    September 19, 2018 at 12:46 pm in reply to: Can we use DML operation in Salesforce Apex Constructor?

    Hi,

    No you can't perform any DML in Constructor.

    If you want to Perform DML then you have to write a function in class and call this functon by action attribute of <apex:page action="YOUR Funciton Name">

    Thanks.

  • madhulika shah

    Member
    September 18, 2018 at 1:38 pm in reply to: How to set expire a link after one time click in Salesforce

    Hi,

    You'll need to store the fact that the link is expired somewhere, preferably where your end user can't get to it.

    If your link is pulling all of its information from a single object and sending it to one or multiple people at the same time, consider a custom date/time field on Opportunity to store the expiration date. I'm not going to go in to how to set that field.

    The links you send to your contacts should all reference the same Visualforce page, but they should have a URL parameter in them that references the object you want them to see information from:

    http://instance.salesforce.com/apex/YourPage?id=opportunityId

    If you're sending the link to the information on this object to multiple people at multiple different times, that complicates it. To use that field, in your visualforce page you'll want to do something like this:

    <apex:page action="{!checkExpiration}" controller="{!pageController}"/>

    That action runs on page load, and inside the controller you'll have a function that might look like this.

    public pageReference checkExpiration() {
    if(myObject.linkExpiration > System.now()) {
    //send your user to a page indicating the link is expired
    return new PageReference('/apex/LinkExpired');
    } else {
    return null;
    }
    }

    Thanks.

     

  • madhulika shah

    Member
    September 18, 2018 at 1:33 pm in reply to: Explain what does the “types” define in WSDL?

    Hi,

    The 'types' mean a container for data type definitions using some type system (such as XSD).

    Thanks.

  • Hi,

    To add javascript remoting to a vfpage, here is an example:

    First, create an Apex controller called AccountRemoter:

    global with sharing class AccountRemoter {

    public String accountName { get; set; }
    public static Account account { get; set; }
    public AccountRemoter() { } // empty constructor

    @RemoteAction
    global static Account getAccount(String accountName) {
    account = [SELECT Id, Name, Phone, Type, NumberOfEmployees
    FROM Account WHERE Name = :accountName];
    return account;
    }
    }

    Other than the @RemoteAction annotation, this looks like any other controller definition.
    To make use of this remote method, create a Visualforce page that looks like this:

    <apex:page controller="AccountRemoter">
    <script type="text/javascript">
    function getRemoteAccount() {
    var accountName = document.getElementById('acctSearch').value;

    Visualforce.remoting.Manager.invokeAction(
    '{!$RemoteAction.AccountRemoter.getAccount}',
    accountName,
    function(result, event){
    if (event.status) {
    // Get DOM IDs for HTML and Visualforce elements like this
    document.getElementById('remoteAcctId').innerHTML = result.Id
    document.getElementById(
    "{!$Component.block.blockSection.secondItem.acctNumEmployees}"
    ).innerHTML = result.NumberOfEmployees;
    } else if (event.type === 'exception') {
    document.getElementById("responseErrors").innerHTML =
    event.message + "<br/>\n<pre>" + event.where + "</pre>";
    } else {
    document.getElementById("responseErrors").innerHTML = event.message;
    }
    },
    {escape: true}
    );
    }
    </script>

    <input id="acctSearch" type="text"/>
    <button onclick="getRemoteAccount()">Get Account</button>
    <div id="responseErrors"></div>

    <apex:pageBlock id="block">
    <apex:pageBlockSection id="blockSection" columns="2">
    <apex:pageBlockSectionItem id="firstItem">
    <span id="remoteAcctId"/>
    </apex:pageBlockSectionItem>
    <apex:pageBlockSectionItem id="secondItem">
    <apex:outputText id="acctNumEmployees"/>
    </apex:pageBlockSectionItem>
    </apex:pageBlockSection>
    </apex:pageBlock>
    </apex:page>

    Hope this helps.

  • madhulika shah

    Member
    September 18, 2018 at 1:26 pm in reply to: What is metadata - driven development model ?

    Hi,

    The Lightning platform uses a metadata-driven development model to help app developers become more productive in putting together apps. It means that the basic functionality of an app—that is, the tabs, forms, and links—are defined as metadata in a database rather than being hard-coded in a programming language. When a user accesses an app through the Lightning platform, it renders the app's metadata into the interface of the user experiences.

    As a result of metadata-driven development, the Lightning platform app developers work at a much higher level of abstraction than if they developed applications using Java or C#, and are shielded from having to worry about low-level system details that the platform handles automatically. At the same time, Lightning platform developers can also leverage advanced features that the platform provides by default.

    Thanks.

  • madhulika shah

    Member
    September 17, 2018 at 1:49 pm in reply to: What are the tools included in Salesforce lightning?

    Hi Anurag,

    The tools included in lightning are:

    • Browser: Google Chrome
    • Browser Debugger: Chrome DevTools
    • DevTools Extension: Salesforce Lightning Inspector
    • Editor: Force.com IDE

    Thanks.

  • madhulika shah

    Member
    September 17, 2018 at 10:51 am in reply to: Who are the live agent users in Salesforce?

    Hi,

    Salesforce Live Agent is a native Salesforce tool that provides the ability to communicate in real-time with your web site users. In this blog I am going to discuss why you might want Live Agent, my favourite of the basic ‘out of the box’ offerings and then talk through some of the customisation options available to you to enhance the standard product.

    Live Agent is superb for those who have a limited size support team but want to extract maximum return and effectiveness from them. Unlike a phone call, where one agent can only manage one customer at a time, using Live Agent each user can be partaking in numerous simultaneous customer interactions from just the one screen. It can also be an effective way to alleviate pressure from a struggling phone support team by diverting some customer traffic to an alternative channel.

    Live Agent is a standard feature of the Salesforce Service Cloud and my pick of the bunch from the out of the box offerings is as follows:

    • Sneak peek
    • Whisper messages
    • Auto greeting

    thanks.

  • madhulika shah

    Member
    September 17, 2018 at 10:41 am in reply to: What is the use of Salesforce chatter REST API?

    Hi,

    Chatter REST API is used to display Chatter feeds, users, groups, and followers, especially in mobile applications. Chatter REST API also provides programmatic access to files, recommendations, topics, notifications, Data.com purchasing, and more. Chatter REST API is similar to APIs offered by other companies with feeds, such as Facebook and Twitter, but it also exposes Salesforce features beyond Chatter.

    Thanks.

  • madhulika shah

    Member
    September 17, 2018 at 10:33 am in reply to: Which Objects can we access without using seeAllData=true?

    Hi,

    use the isTest(SeeAllData=true) annotation to grant test classes and individual test methods access to all data in the organization,

    1) If a test class is defined with the isTest(SeeAllData=true) annotation, this annotation applies to all its test methods whether the test methods are defined with the @isTest annotation or the testmethod keyword

    2) The isTest(SeeAllData=true) annotation is used to open up data access when applied at the class or method level

    Use the isTest(SeeAllData=true) means you need to create the test data in your org.

    Thanks.

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