Forum Replies Created

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  • Hi Anjali,

    Customizing the fields on your record pages is easy, and you can do it with just a few clicks. The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record page’s fields and related lists. It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here.

    The page layout editor has two basic parts: a palette on the upper portion of the screen and the record’s page layout on the lower portion of the screen. The palette contains the basic elements—such as fields, actions, buttons, links, and related lists—that you can add and arrange on your page. You can think of the upper part as the buffet table and the lower part as the plate of food you’re assembling.

    Thanks.

  • Hi Anjali,

    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 10, 2018 at 1:52 pm in reply to: Salesforce Environment Hub

    Hi Anjali,

    The Environment Hub lets you connect, create, view, and log in to Salesforce orgs from one location. If your company has multiple environmentsfor development, testing, and trials, the Environment Hub lets you streamline your approach to org management.

    Developer Edition  : It's a free edition basically provided for the development and deployment on Force.com typically takes place in an environment or org, which provides a number of features and services for applications within that environment.

    Partner Edition :  Build a Force.com application using a Single or Multi-Org Development Strategy,Perform Robust Testing against various Sandbox and Production Editions .

    Thanks.

  • Hi Anjali,

    Hard delete means deleting the data permanently from the org. That mean data will not be stored recycle bin. To enable this button enable bulk API. To enable bulk API button go to data loader settings and then enable bulk API check box.

    Thanks.

  • madhulika shah

    Member
    September 10, 2018 at 1:17 pm in reply to: What do you mean by idempotent operation in Salesforce REST API?

    Hi Chanchal,

    Idempotence is an important design consideration when building reliable distributed systems. This post introduces you to idempotence, explains idempotence in the context of Salesforce system integrations, and gives you links to some additional resources that you can review for more information about idempotence.

    From a RESTful service standpoint, for an operation (or service call) to be idempotent, clients can make that same call repeatedly while producing the same result. In other words, making multiple identical requests has the same effect as making a single request. Note that while idempotent operations produce the same result on the server (no side effects), the response itself may not be the same (e.g. a resource's state may change between requests).

    The PUT and DELETE methods are defined to be idempotent. However, there is a caveat on DELETE. The problem with DELETE, which if successful would normally return a 200 (OK) or 204 (No Content), will often return a 404 (Not Found) on subsequent calls, unless the service is configured to "mark" resources for deletion without actually deleting them. However, when the service actually deletes the resource, the next call will not find the resource to delete it and return a 404. However, the state on the server is the same after each DELETE call, but the response is different.

    Thanks.

  • madhulika shah

    Member
    September 10, 2018 at 1:14 pm in reply to: What is the use of chatter in Salesforce?

    Hi Chanchal,

    Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location. Chatter lets users collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions.

    Chatter helps you learn more about your coworkers and gives you an easy way to get in touch with them. In Chatter, everyone has a profile page with a photo and work-related information. Easily discover which teams your coworkers are on, who their managers are, where they’re located, and how to contact them.

    Thanks.

  • madhulika shah

    Member
    September 10, 2018 at 1:11 pm in reply to: Why we avoid DML query in "before" trigger in Salesforce?

    Hi Chanchal,

    Before triggers are used to update or validate record values before they’re saved to the database. Avoid SOQL queries and DML inside for loops so that governor limit cannot be hit.

    Thanks.

  • Hi Chanchal,

    A recursive trigger is one that is called over and over, if not controlled will result in this error:

    maximum trigger depth exceeded

    Avoiding Recursive Triggers:

    Use static variables to store information that is shared within the confines of the class. All instances of the same class share a single copy of the static variables. For example, all triggers that are spawned by the same transaction can communicate with each other by viewing and updating static variables in a related class. A recursive trigger might use the value of a class variable to determine when to exit the recursion. Static variables defined in a trigger don’t retain their values between different trigger contexts within the same transaction, for example, between before insert and after insert invocations. Define the static variables in a class instead so that the trigger can access these class member variables and check their static values. With this approach in place the recursion stops once the trigger is called a second time, as it does not attempt to insert a third record. The result is for every one record a second additional record is created and the recursion is avoided.

    thanks.

  • madhulika shah

    Member
    September 10, 2018 at 1:05 pm in reply to: What are the Escalation Rules in Salesforce?

    Hi Chanchal,

    Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry. You can create rule entries, which define criteria for escalating a case, and escalation actions, which define what happens when a case escalates.

    When Salesforce applies an escalation rule to a case, it inspects the case and compares the case to the criteria in the rule entry. If the case matches the criteria defined in the rule entry, Salesforce runs the escalation actions.

    thanks.

  • madhulika shah

    Member
    September 10, 2018 at 1:02 pm in reply to: Salesforce API and it’s usage

    Hi Avnish,

    Examples of salesforce api's are:

    API Name                       Protocol                   Data Format             Communication

    REST API                       REST                        JSON, XML                  Synchronous

    SOAP API                      SOAP (WSDL)         XML                              Synchronous

    Chatter REST API          REST                        JSON, XML                    Synchronous

    User Interface API          REST                        JSON                               Synchronous

    Analytics REST API      REST                         JSON, XML                    Synchronous

    Bulk API                         REST                        CSV, JSON, XML            Asynchronous

    Metadata API                 SOAP (WSDL)         XML                                 Asynchronous

    Streaming API               Bayeux                       JSON                                Asynchronous

    Apex REST API           REST                          JSON, XML, Custom       Synchronous

    Apex SOAP API          SOAP (WSDL)           XML                                  Synchronous

    Tooling API                 REST or SOAP (WSDL)  JSON, XML, Custom   Synchronous

     

  • madhulika shah

    Member
    September 10, 2018 at 12:46 pm in reply to: Custom Setting in Salesforce and Their Importance

    Hi Avnish,

    Custom Settings are essentially custom objects that are exposed in the applications cache and are accessible via their own API.

    There are two important aspects of Custom Settings.
    1. They act like an object but cached in memory so they do not require database connections. so if you are quering custom settings then you do not need to worry about too many Soql errors also no database timeout errors. Basically you are saving your database query governing limits for other purposes.

    2. Custom Settings does not count against total objects. It means that you can use Custom Settings to hold some Administrative parameters or commonly consumed data to be used by your Apex or Visualforce logic instead of creating a new object. The best use of new object will be for holding large amount of data.

  • madhulika shah

    Member
    September 7, 2018 at 1:50 pm in reply to: What is Duplicate Management in Salesforce?

    Hi Shradha,

    Duplicate Management helps you and your sales teams quickly and easily manage duplicates for:

    • Business accounts
    • Contacts
    • Leads
    • Person accounts
    • Records created from custom objects

    thanks.

     

  • madhulika shah

    Member
    September 7, 2018 at 1:46 pm in reply to: What are Duplicate rules in Salesforce?

    Hi Shradha,

    Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.

    Thanks.

  • madhulika shah

    Member
    September 7, 2018 at 1:42 pm in reply to: change name of existing lightning component

    Hi Anjali,

    You need to delete the component and create new one with new name.

    Thanks.

  • Hi Anjali,

    No. Every object has a standard field called id. There is no need to define an explicit primary key in custom objects. The standard id field can be used as primary key.

    Thanks.

  • madhulika shah

    Member
    September 7, 2018 at 11:42 am in reply to: Explain the difference between a custom button and a custom link.

    Hi Anjali,

    Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems.

    Custom links can link to an external URL, such as www.google.com, a Visualforce page, or your company’s intranet.Custom links can also link to a custom s-control in the custom s-control library, such as a Java applet or Active-X control whereas Custom buttons can:

    • Connect users to external applications, such as a web page that displays a map to a contact’s address.
    • Run an s-control from the s-control library, such as an s-control that escalates a case from the case detail page.
    • Launch custom links.

    Hope this helps.

     

  • madhulika shah

    Member
    September 7, 2018 at 11:35 am in reply to: What is analytical snapshot?

    Hi Anjali,

    An analytic snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Analytic snapshots enable you to work with report data similarly to how you work with other records in Salesforce.

    For example, a customer support manager could set up an analytic snapshot that reports on the open cases assigned to his or her team everyday at 5:00 PM, and store that data in a custom object to build a history on open cases from which he or she could spot trends via reports.Then the customer support manager could report on point-in-time or trend data stored in the custom object and use the report as a source for a dashboard component.

    Hope this helps.

     

  • Hi Avnish,

    To set the login hours and login IP ranges to users in Salesforce, follow these steps:

    1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
    2. Select a profile and click its name.
    3. In the profile overview page, click Login IP Ranges.
    4. Specify allowed IP addresses for the profile.
    • To add a range of IP addresses from which users can log in, click Add IP Ranges. Enter a valid IP address in the IP Start Address and a higher-numbered IP address in the IP End Address field. To allow logins from only a single IP address, enter the same address in both fields.
    • To edit or remove ranges, click Edit or Delete for that range.

    5. Optionally enter a description for the range. If you maintain multiple ranges, use the Description field to provide  details, like which part of your network corresponds to this range.

    Thanks.

  • madhulika shah

    Member
    September 7, 2018 at 7:49 am in reply to: Missing module errors

    Hi Chanchal,

    If you specify a module as the single value of a parameter such as action and it is not present on a wiki, for example it is implemented by an extension that isn't loaded, then the request throws the error. You can check to see if a module is available before invoking it.

    Hope this helps.

    Thanks.

  • madhulika shah

    Member
    September 7, 2018 at 7:41 am in reply to: What is a ‘Resource in Salesforce’?

    Hi Anurag,

    Static resources or resources in salesforce allow you to upload content that you can reference in a Visualforce page, including archives (such as .zip and .jar files), images, style sheets, JavaScript, and other files. Using a static resource is preferable to uploading a file to the Documents tab because:

    • You can package a collection of related files into a directory hierarchy and upload that hierarchy as a .zip or .jar archive.
    • You can reference a static resource in page markup by name using the $Resource global variable instead of hard-coding document IDs.
    • You can use relative paths in files in static resource archives to refer to other content within the archive.

    A single static resource can be up to 5 MB in size. An organization can have up to 250 MB of static resources. Static resources apply to your organization’s quota of data storage.

    Thanks.

  • madhulika shah

    Member
    September 6, 2018 at 7:30 am in reply to: How can we convert Lead to Account through apex code?

    Hi,

    When there is a chance of further negotiations with a lead, it can be converted into an account, contact,optionally an opportunity. In short, once the lead status has reached a certain stage, it can be qualified as a potential. On conversion, all the lead details are transferred in creating an account, contact and optionally an opportunity. The lead conversion process is a manual process, if you want to automate it then you have to use Apex code. This article will help you to understand how to automate lead conversion process using the Process Builder.

    Public class AutoConvertLeads
    {
    @InvocableMethod
    public static void LeadAssign(List<Id> LeadIds)
    {
    LeadStatus CLeadStatus= [SELECT Id, MasterLabel FROM LeadStatus WHERE IsConverted=true Limit 1];
    List<Database.LeadConvert> MassLeadconvert = new List<Database.LeadConvert>();
    for(id currentlead: LeadIds){
    Database.LeadConvert Leadconvert = new Database.LeadConvert();
    Leadconvert.setLeadId(currentlead);
    Leadconvert.setConvertedStatus(CLeadStatus.MasterLabel);
    Leadconvert.setDoNotCreateOpportunity(TRUE); //Remove this line if you want to create an opportunity from Lead Conversion
    MassLeadconvert.add(Leadconvert);
    }

    if (!MassLeadconvert.isEmpty()) {
    List<Database.LeadConvertResult> lcr = Database.convertLead(MassLeadconvert);
    }
    }
    }

    Modify the above class as per your requirement.

    Thanks.

  • madhulika shah

    Member
    September 6, 2018 at 7:26 am in reply to: Can we edit a scheduled job in Salesforce Apex?

    Hi Sanjana,

    It seems the once a "Scheduled job" has attained its end date salesforce does not provide the facility of extending it into future.

    The best way ahead would be to let it remain and schedule a new one. In case you wish to remove clutter you even can delete the existing one.

    So as you mention in your post you yourself have figured it out and yes once a scheduled job expires you cannot edit the end date.

    Thanks.

  • madhulika shah

    Member
    September 6, 2018 at 6:59 am in reply to: de-reference a null object

    Hi Chanchal,

    This is the equivalent of the Null Pointer Exception in Java.

    This error is caused by a line of code that is trying to use an object that has not been instantiated, or an object's attribute that has not been initialized.

    Hope this helps.

    Thanks.

  • madhulika shah

    Member
    September 6, 2018 at 6:35 am in reply to: Explain the uses of lightning:formattedNumber in Salesforce.

    Hi Anjali,

    A lightning:formattedNumber component displays formatted numbers for decimals, currency, and percentages. This component uses the Intl.NumberFormat JavaScript object to format numerical values. The locale set in the app's user preferences determines how numbers are formatted.

    The component has several attributes that specify how number formatting is handled in your app. Among these attributes are minimumSignificantDigits and maximumSignificantDigits. Significant digits refer the accuracy of a number. For example, 1000 has one significant digit, but 1000.0 has five significant digits. Additionally, the number of decimal places can be customized using maximumFractionDigits.

    • Decimal numbers default to 3 decimal places. This example returns 1234.568.

    <aura:component>
    <lightning:formattedNumber value="1234.5678" />
    </aura:component>

    • Currencies default to 2 decimal places. In this example, the formatted number displays as $5,000.00.<aura:component>
      <lightning:formattedNumber value="5000" style="currency" currencyCode="USD" />
      </aura:component>
    • Percentages default to 0 decimal places. In this example, the formatted number displays as 50%.

    <aura:component>
    <lightning:formattedNumber value="0.5" style="percent" />
    </aura:component

     

  • madhulika shah

    Member
    September 6, 2018 at 6:20 am in reply to: HTTP status codes

    Hi Chanchal,

    The Status-Code element in a server response, is a 3-digit integer where the first digit of the Status-Code defines the class of response and the last two digits do not have any categorisation role. Some examples are:

    1. 1xx: Informational: It means the request has been received and the process is continuing.
    2. 2xx: Success: It means the action was successfully received, understood, and accepted.
    3. 3xx: Redirection: It means further action must be taken in order to complete the request.
    4. 4xx: Client Error: It means the request contains incorrect syntax or cannot be fulfilled.
    5. 5xx: Server Error: It means the server failed to fulfill an apparently valid request.

    Thank You.

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