[Manpreet]

Hi Suraj,

"Difference between Database.QueryLocator() and Iterable in BatchApex?" - The answer depends on your need, if you want to run a batch on records that can be filtered by SOQL then QueryLocator is preferable, but if records that you want to be processed by batch cannot be filtered by SOQL then you will have to use Iterable. But most of the cases it will be achieved by query locator, so query locator is preferable so just try with it if you scope is complex and can not be achieved by SOQL then go with Iterable.

Thanks.

[Manpreet]

Hi Saurabh,

Can Roll-up summary field works with Formula field? The answer is Yes and No.

Yes if the Formula field is not referring to a field from foreign object. Let me give you an example:

Project (Parent object)

Project Name (Text 50)
Due Date (Date)
Total Cost (Roll-up Summary : Sum of all child Project Items Calculated Cost)

Project Item (Child Object)

Project Item Name (Text 50)
Item Quantity (Number 18, 0)
Item Price (Currency 16, 2)
Calculated Cost (Formula = Item Quantity * Item Price)

 

No if the Formula field is referring to another field in a different object. Let me use the same example:

Project (Parent object) (Same as above)
Project Item (Child Object)

Project Item Name (Text 50)
Item Quantity (Number 18, 0)
Related Item (Lookup : Product)
Calculated Cost (Formula = Item Quantity * Product.Price)
Note that the Calculated Cost is now referring to a field called Price in the Product object. Because of this reason, the Roll-up Summary field (Total Cost) in the Project Object will not work anymore.

Thanks.

[Manpreet]

Hi Suraj,

You can only have 5 in total.For more information refer to the below link:
https://help.salesforce.com/HTViewHelpDoc?id=reports_joined_format_concepts.htm&language=en_US

Thanks.

[Manpreet]

Hi saurabh,

Currently we do not have any specific order of execution,apart from the fact that all workflow field updates.Incase of multiple field updates,there is not presently any way to control the order in which field updates occur (unless you make them time-triggered). Immediate actions can be said to execute in parallel -- they are not necessarily sequential -- so there may not even be an order.

If you really need an order then you could do your updates from an Apex trigger instead.

Kindly mark this as an answer in case this resolves the issue.

Thanks.

[Manpreet]

Hi suraj,
bellow 2 points explations of your question
1.If we use the DML statement (insert), then in bulk operation if error occurs, the execution will stop .and Apex code throws an error which can be handled in try catch block.

2.Unlike DML statements, Database methods have an optional allOrNone parameter that allows you to specify whether the operation should partially succeed. When this parameter is set to false, if errors occur on a partial set of records, the successful records will be committed and errors will be returned for the failed records. Also, no exceptions are thrown with the partial success option.

Database.insert(recordList, false);

Thanks

[Manpreet]

Hi saurabh,

No ,Profile settings override Sharing Rules.Without profile permission, they can't create new records. Sharing provide you access for record level and profile provide access on object level.

Thanks.

[Manpreet]

Hi saurabh,

We can share a record using manual sharing,but in role hierarchy our role should be higher than his role then only it is possible.In any other case user will not be able to see the record as Object is hidden for him.

 

Thanks.

[Manpreet]

Hi Suraj,

It not possible to do three level nested query in SOQL,the third level sub query will give error.

Thanks suraj.

[Manpreet]

Hi suraj,

You can achieve this with the help of Sharing Settings. Click Settings > Setup > Users & Control > Security Control > Data Sharing Settings.
In the Data Sharing Settings page, click Edit All Default Permissions.
In the Edit Default Organization Permissions page, update the following Access Privilege for modules:
> Private
> Public Read Only
> Public Read/Write/Delete

Thanks.

[Manpreet]

Hi Suraj,

There are a lot of Benefits of CRM:

# You can track all customer interactions – from everyone in your company.

# It allows you to register your leads and contacts

# All the details in CRM system is kept centralized which is available anytime on fingertips. This reduces the process time and increases productivity.

# The strongest aspect of Customer Relationship Management is that it is very cost-effective. The advantage of decently implemented CRM system is that there is very less need of paper and manual work which requires lesser staff to manage and lesser resources to deal with.

Thanks.

[Manpreet]

Hi Saurabh,

Data Loader is great tool for data management - included data export.

You can generate backup files manually once every six days (for weekly export) or 28 days (for monthly export). Salesforce creates a zip archive of CSV files and emails you when it's ready. Exports typically finish within 48 hours of submission, and large exports are broken up into multiple files. Follow the link in the email or click Data Export to download the zip file. Zip files are deleted 48 hours after the email is sent. The 48-hour time limit doesn't include weekends, which means if your download file is ready on Thursday at 4 p.m., that file isn't deleted until Monday at 4 p.m.

Thanks.

[Manpreet]

Hi Suraj,

You can achieve this with the help of Search Layouts.Just go to Customize--> Accounts-->Search Layouts.

You can edit search results, lookup dialogs, recent records lists on tab home pages in Salesforce Classic, lookup phone dialogs, list views, and search filter fields. For list view and search results layouts, select the standard or custom buttons you want to display.

Thanks.

[Manpreet]

Hi saurabh,

The import wizard imports one language at a time, the language of the user doing the import. If you have the same data in different languages, run an import for each additional language.

Thanks.

[Manpreet]

Hi suraj,

It is basically for the purpose to Choose a Home Page Custom Link to show as a splash page the first time your users click on this tab.

Thanks.

[Manpreet]

Hi sauraj,

You might have to delete them all (both) and start fresh. One thing that I've added to my SFDC Org that you may want to consider implementing is that I created a custom Text field on every object called "Source". Then I add a column to every import file with the name of the data source with a date value and version number. The way if I need to back out a specific upload I can isolate the records by the Source ID.

Thanks

[Manpreet]

Hi Saurabh,

A hierarchical lookup relationship is available only for the user object. It lets you use a lookup field to associate one user with another who’s not automatically linked to the first user. For example, create a custom hierarchical relationship field to store each user's direct manager.

Thanks.

[Manpreet]

Hi Suraj,

You don't need to create the Tab for the junction Object ( Child ). Just make sure the tabs are created for its Parent Objects.You can also check Standard salesforce Junction Object i.e PricebookEntry.It has no Tab, while its Parent Objects (Pricebook & Products) have Tabs to access them.

Thanks

• This reply was modified 7 years, 9 months ago by  Manpreet.

[Manpreet]

Hi suraj,

Before using any kind of relationship wheather Lookup / Master-Detail you need to pay attention towards the relation of child with Parent i.e wheather child should exist or not if parent gets deleted.Let me explain it to you with the help of a some scenarios.

SCENARIO 1:

Under a School , there are large no of Students.If school was shut , then all its students will have to leave that place.So for the student , school is must.So Master-Detail relationship best suits this scenario.

SCENARIO 2:

Shopkeeper and its Customers.If customer want something from the market then he/she can choose any shopkeeper.If one shopkeeper has closed his/her shop then customer can go to another shopkeeper to buy his/her commodity.So there's no direct dependency.Hence Lookup relationship best suits this scenario.

I hope this will clear your confusion.

Thanks.

[Manpreet]

Hi Saurabh,

The default behavior, as others have already observed, is not to allow child records to be re-parented. There is an option to change this behavior. It is called "Allow reparenting option" and is located in the master-detail field definition.

Thanks.

[Manpreet]

Hi Suraj,

You can achieve this by using Schema Builder in Salesforce.Search for Schema Builder in Quick find Box.Now on the left side click on all those objects among whom you wan't to see the relationship.For example to see the relationship among Account , contacts and Cases you will achieve something like this :

You can also do this by checking the fields of these objects and seeing their Lookup relationships.But this would be a lengthy approach.So better use Schema Builder.

Thanks.

[Manpreet]

Hi Saurabh,

The platform can be used to create custom, personalized functionality to support every department at your company, from HR to Finance to IT. When you’re thinking about processes to build on the platform, identify use cases with the highest impact and lowest effort first.

One can bring the following processes onto the platform:

1.) Reliance on spreadsheets
2.) Confirmation email automation when requests are received, completed, or more information is needed.
3.) Documents shared on local file directories
4.) Time-intensive, manual steps
5.) Resubmission of employee requests via a form, or through a self-service community, with a knowledge base for common issues

6.) Reports and dashboards to view requests at an aggregate level.

Thanks.

[Manpreet]

Hi Saurabh,

Most precisely you can differ them in the following way :
**Saas(Software as Service , CONSUME) : Application(Packed Software) + Platform + Infrastrcture.
Example : Salesforce.com(CRM) Net-Suite (ERP)
G-mail (Email)

**Paas(Platform as Service , BUILD & DEPLOY) : Platform(Windows , Linux) + Infrastrcture.
Example : Force.com (Salesforce.com)
Google App Engine.
Microsoft Azure.

**Iaas(Infrastrcture as Service) : Infrastrcture(Servers , Storage , Network).
Example : Amazon Web Services.
Thanks.

[Manpreet]

Hi Saurabh,

First you need to Enable these two:

Enable Click-and-Create Events on Calendar Views
Enable Drag-and-Drop Scheduling on List Views

Then Click on Open Calender in the botton Right corner.

Now Drag and drop any Account Record

Thanks.

[Manpreet]

Hi Suraj,

Although there is a lookup relationship of contacts with Accounts.But whenever you delete any Account all its contacts gets deleted, so it actually behaves like Master -Detail.

Thanks.

• This reply was modified 7 years, 9 months ago by  Manpreet.

[Manpreet]

Hi Suraj,

Most complete and robust solutions actually use a combination of declarative and programmatic solutions.

Developers should understand how to develop using both declarative and programmatic features of Salesforce.com.

Always try to use declarative "or" Point-And-Click approach first before writing any code.I will explain you with the help of a scenario.Let's say you need to Perform a task if (no of opportunities in Accounts = 3).You can split this up.With the help of Rollup Summary ,you can count no of opportunities(instead of writing a trigger) & rest you can do it with the help of code.

Thanks