Forum Replies Created

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  • Hi Anjali,

    No, by default, the Grant Access Using Hierarchies option is enabled for all objects, and it can only be changed for custom objects.

  • madhulika shah

    Member
    August 28, 2018 at 6:03 am in reply to: How can we integrate Quickbook and Salesforce with dbsync?

    Hi Anjali,

    DBSync for Salesforce & QuickBooks Desktop Integration is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Customers, Items, Estimate, Sales Order, Invoice, Sales Receipt & Credit Memo. DBSync is also useful to migrate historical QuickBooks data into Salesforce or vice versa. DBSync provides Bi-directional sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.

    For the data flow of Bi-directional integration between Salesforce & QuickBooks Desktop please refer to the link provided:

    http://help.mydbsync.com/docs/display/dbsync/Salesforce+QuickBooks+Desktop+Integration

  • madhulika shah

    Member
    August 27, 2018 at 12:39 pm in reply to: Explain the use of an Outbound Message in Salesforce?

    Hi Prachi,

    Outbound messaging uses the notifications() call to send SOAP messages over HTTP(S) to a designated endpoint when triggered by a workflow rule.

    After you set up outbound messaging, when a triggering event occurs, a message is sent to the specified endpoint URL. The message contains the fields specified when you created the outbound message. Once the endpoint URL receives the message, it can take the information from the message and process it. To do that, you need to examine the outbound messaging WSDL.

  • Hi Shradha,

    To replace Javascript buttons in salesforce quick action is used. Quick Action implement Global Actions with Visualforce Pages. Quick actions enable users to do more in Salesforce and in the Salesforce mobile app.

  • madhulika shah

    Member
    August 24, 2018 at 12:34 pm in reply to: How to delete or freeze users in Salesforce.com?

    Hi Anjali,

    You cannot delete users from Salesforce. You can remove their license or deactivate them to remove access to the system, but because they may still own records, they cannot be deleted.

    In some cases, you can’t immediately deactivate an account, such as when a user is selected in a custom hierarchy field. To prevent users from logging in to your organization while you perform the steps to deactivate them, you can freeze user accounts.

    Let’s say a user just left your company. You want to deactivate the account, but the user is selected in a custom hierarchy field. Because you can’t immediately deactivate the account, you can freeze it in the meantime.

    • From Setup, enter Users in the Quick Find box, then select Users.
    • Click the username of the account you want to freeze.
    • Click Freeze to block access to the account or Unfreeze to allow access to the account again.

    Thank You.

     

  • madhulika shah

    Member
    August 24, 2018 at 8:16 am in reply to: How can we test multiple HTTP callouts in Salesforce?

    Hi Shradha,

    To test multiple HTTP callouts in Salesforce, please refer to the link provided:

    https://developer.salesforce.com/forums/?id=906F0000000kG8NIAU

  • madhulika shah

    Member
    August 24, 2018 at 8:11 am in reply to: Why can a regular class not be extended in Salesforce?

    Hi Prachi,

    It's just one of two possible approaches. For example, in C# you can derive from superclass and there's no need to mark it anyhow. You can - on the other hand - mark class as sealed (equivalent to final in apex, which is default) to prevent inheritance.

  • madhulika shah

    Member
    August 23, 2018 at 1:32 pm in reply to: What are the different Governor Limits in Salesforce?

    Hi Shradha,

    Different Types of governor limits in salesforce are:

    1. Per-Transaction Apex Limits
    2. Per-Transaction Certified Managed Package Limits
    3. Lightning Platform Apex Limits
    4. Static Apex Limits
    5. Size-Specific Apex Limits
    6. Miscellaneous Apex Limits
  • madhulika shah

    Member
    August 23, 2018 at 12:16 pm in reply to: What is locker service in Salesforce Lightning?

    Hi Avnish,

    Locker Service is a powerful security architecture for Lightning components. Locker Service enhances security by isolating Lightning components that belong to one namespace from components in a different namespace. Locker Service also promotes best practices that improve the supportability of your code by only allowing access to supported APIs and eliminating access to non-published framework internals.

  • Hi Anjali,

    JavaScript remoting is a tool that front-end developers can use to make an AJAX request from a Visualforce page directly to an Apex controller. JavaScript remoting allows you to run asynchronous actions by decoupling the page from the controller and to perform tasks on the page without having to reload the entire page.
    In addition, JavaScript remoting can help alleviate view state issues while still executing in the context of the user viewing the page. JavaScript remoting is the most efficient way of calling the controller and passing data in from the page, because you can ensure that you’re passing only the data that you need each time that you make a call.

    Configure a remoting request by providing an object with configuration settings when you declare the remoting request.
    For example, the default configuration parameters look like this:

    { buffer: true, escape: true, timeout: 30000 }

     

  • Hi Anjali,

    Searching a table is one of the most common user interactions with a DataTables table, and DataTables provides a number of methods for you to control this interaction. There are APIs for the global search (search()) and for each individual column (column().search()).

    Below is the example:

    $('#example').DataTable().search(
    $('#global_filter').val(),
    $('#global_regex').prop('checked'),
    $('#global_smart').prop('checked')
    ).draw();

    Hope this helps.

  • madhulika shah

    Member
    August 22, 2018 at 5:42 am in reply to: Which fields are automatically Indexed in Salesforce?

    Hi Anjali,

    Fields that are automatically indexed in Salesforce are:

    • RecordTypeId
    • Division
    • CreatedDate
    • Systemmodstamp (LastModifiedDate)
    • Name
    • Email (for contacts and leads)
    • Foreign key relationships (lookups and master-detail)
    • The unique Salesforce record ID, which is the primary key for each object

    Salesforce also supports custom indexes on custom fields, with the exception of multi-select picklists, text area (long), text area (rich), non-deterministic formula fields, and encrypted text fields.

  • Hi Anurag,

    Yes, we need to list all the fields in package.xml. As per the documentation the CustomField metadata type does not support wildcards sadly. You can access Custom Fields on Standard Objects by using the CustomObject metadata type as described hereagainst specific Standard Objects. Then parse the .object file to build your destructiveChanges.xml file. Finally you can also use the sf:listMetadata task to download a list of all custom fields and then filter locally for Standard objects.

    <sf:listMetadata
    username="${sf.username}"
    password="${sf.password}"
    metadataType="CustomField"/>

     

  • Hi Parul,

    It is Optional. If you added recipients by ID instead of email address and the Email Opt Out option is set, this method determines the behavior of the sendEmail() call. If you add recipients by their email addresses, the opt-out settings for those recipients aren’t checked and those recipients always receive the email.

  • madhulika shah

    Member
    August 21, 2018 at 6:34 am in reply to: how to use progress bar on lightning component?

    Hi Prachi,

    A progress bar component communicates to the user the progress of a particular process.

    Here are some developer guidelines:
    <div class="slds-progress-bar" aria-valuemin="0" aria-valuemax="100" aria-valuenow="25" role="progressbar">
    <span class="slds-progress-bar__value" style="width: 25%;">
    <span class="slds-assistive-text">Progress: 25%</span>
    </span>
    </div>

    To know more about its classes and categories, please refer to the link provided:

    https://www.lightningdesignsystem.com/components/progress-bar/

  • Hi Parul,

    By setting immediate to true, validation rules are skipped and the action associated with the CommandLinks and CommandButtons is executed immediately.

    You can write it like this:

    <apex:CommandLink action="{!cancelApplication}" value="Cancel" styleClass="btn" id="btnCancel" immediate="true">

  • Hi Anjali,

    If you set this up as an MDQ product (Multi Dimensional Quoting) with Monthly price dimensions, you can make use of the SBQQ__SegmentIndex__c field. For Monthly price dimensions, SBQQ__SegmentIndex__c = 1 is month 1 of the quote line and SBQQ__SegmentIndex__c = 2 is month 2 of the quote line. If you are just looking to compare months 1 and 2, then you might be able to do this with two Summary Variables and a Product Rule of type, Validation. If you want to compare all 12 months, as a ramp, for example, then your best solution is likely to be a Quote Calculator Plugin (QCP).

  • Hi Anjali,

    You can show a product in the quote line editor as a single quote line with multiple segments. Each segment represents a block of time (quarter, month, year, or custom) and has a quantity and discounts independent of the other segments. This feature is useful if you’re selling subscription products and services, because you don’t have to add multiple quote lines for each segment.

    Add MDQ (multi-dimensional quoting) segments to a product by creating a price dimension in your product’s Price Dimensions related list. The price dimension’s type controls whether your segments appear by year, quarter, month, custom, or as a one-time segment. You can also control whether users can edit the cost, quantity, or discounts of segments, or whether the segments inherit editability of these fields from their parent product record.

    After you create a dimension, Salesforce CPQ calculates the number of segments by considering the length of your quote’s term. For example, a product with a monthly price dimension and a two-year term might have 24 segments.

    To add a one-time charge, such as an installation fee, create a price dimension with a Type value of One-Time and set its unit price to a value of your choosing. The unit price overrides the product’s Price Book value. The one-time fee appears to the left of your segmented values in the line editor.

  • Hi Shradha,

    Question-to-Case lets moderators create cases from unresolved questions in Chatter, which makes it easier to track and resolve your customers’ issues. Moderators can create cases from questions directly in the feed, or you can set up processes similar to workflow rules in the Lightning Process Builder to automatically create cases from questions that meet specified criteria. Cases from questions are added to a queue so support agents can claim them.

    Question-to-Case is only available in communities where Chatter Questions is enabled.

    1. Question-to-Case Overview: Question-to-Case lets moderators create cases from questions in Chatter, which makes it easier to track and resolve your customers’ issues. Question-to-Case is available in the full Salesforce site and Salesforce mobile web, as well as in communities where Chatter Questions is enabled.
    2. Enable Question-to-Case: Question-to-Case lets moderators create cases from questions in Chatter to ensure that your customers’ questions are quickly resolved. Enable Question-to-Case in your communities, Salesforce organization, or both.
    3. Add the Question from Chatter Field to the Case Detail View: When a case is created from a question in Chatter, the Question from Chatter field on case detail pages displays a link to the original question. This field helps agents quickly navigate to the feed.
    4. Add the Escalate to Case Action to the Feed Item Layout: Give moderators the ability to create cases from questions by adding the Escalate to Case action to Chatter Questions pages. This action is created automatically when Question-to-Case is enabled in your organization.
    5. Confirm Access to the Escalate to Case Action: Does your Salesforce org use more than one record type for cases? Make sure that the profiles that need Question-to-Case have access to the record type associated with the Escalate to Case action. If your org has only one record type for cases, skip this process.
    6. Customize the Escalate to Case Action Layout: Choose which fields appear on the Escalate to Case action, and in what order, based on the information you need to track for each case.
    7. Automatically Assign Cases from Questions to a Queue: Case assignment rules aren’t supported in Question-to-Case, so by default, cases created from questions are assigned to the moderator who escalates the question. You can write a workflow rule or process that automatically adds cases that were created from questions to a queue so agents can claim them.
    8. Automatically Create Cases from Unresolved Questions in Chatter: As your community or organization develops, ensure that users get speedy answers to their questions. Question-to-Case lets moderators escalate unresolved questions to cases in the feed, but you can make your case resolution process even more efficient by setting up processes—similar to workflow rules—in the Lightning Process Builder. Set up a process that automatically creates a case from questions that meet specified criteria.
    9. Create a Case from a Question in Chatter: If a question in Chatter hasn’t been resolved, moderators can create a case from the question. Question-to-Case must be enabled in your organization or community.
  • madhulika shah

    Member
    August 16, 2018 at 1:32 pm in reply to: What is a Cron trigger in Salesforce Apex?

    Hi Anurag,

    Cron Trigger contains schedule information for a scheduled job. Cron Trigger is similar to a cron job on UNIX systems. This object is available in API version 17.0 and later.

    It has several fields like CronExpression, CronJobDetailId, EndTime etc. To know more about these fields and their description, please refer to the link provided:

    https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_crontrigger.htm

  • madhulika shah

    Member
    August 16, 2018 at 1:21 pm in reply to: What are Modals in Salesforce Lightning Component?

    Hi Prachi,

    Modals are used to display content in a layer above the app. This paradigm is used in cases such as the creation or editing of a record, as well as various types of messaging and wizards. Modals can have a tagline in the header, simply by adding a paragraph after the heading. Modals always have an equal amount of space at the top and bottom to account for the height of the close button.

  • madhulika shah

    Member
    August 16, 2018 at 10:17 am in reply to: What are the different types of Exceptions in Salesforce?
  • madhulika shah

    Member
    August 16, 2018 at 9:03 am in reply to: What is the text email template drawback in Salesforce?

    Hi Parul,

    Drawbacks of email template are:

    • You cannot track open rates in Plain text emails.
    • Colours and graphics can’t be used, which means that the email will lack visual impact.
    • People scan emails, which is harder to do with text-only emails – will your call to action stand out?
  • Hi Parul,

    If the user does not enter a search string before clicking the Lookup Search button, it doesn't return all but just the 20 most recent items the user has clicked on. This is because this display will be a dynamic entry if we do so on the salesforce search engine, therefore it will make the display based on each organizations private settings. This will cause a delay on our servers because of so many individual queries. This means to ensure the top performance on speed and data retrieval we have decided to leave the default to the most recent ones. So in short, a full list of all records for an object is not available in Lookups for performance reasons.

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