[Neha]

Hi Amresh,

With the help following code, you can build custom pagination using the custom controller in Visualforce Page:

Visualforce Page:

<apex:page controller="AccountMultipleSearchWithPagenationCLS" action="{!searchAcc}" >
<script type="text/javascript">
window.onload=function() {
// document.getElementById("{!$Component.thePb.thepbs.accName}").focus();
}
</script>
<apex:form >
<apex:pageBlock id="thePb" title="Account Details To Search">
<apex:pageblockSection id="thepbs">
<apex:inputField value="{!acc.Created_From_Date__c}" />
<apex:inputField value="{!acc.Created_To_Date__c}"/>
<apex:inputField value="{!acc.Name}" required="false" id="accName"/>
<apex:inputfield value="{!acc.accountNumber}"/>
</apex:pageblockSection>
<apex:pageblockButtons location="bottom">
<apex:commandButton value="Search" action="{!searchAcc}" />
</apex:pageblockButtons>
</apex:pageBlock>

<apex:pageBlock title="Account Details" id="noRec" rendered="{! IF( accountList != null && accountList.size ==0 , true, false)}" >
<apex:outputPanel >
<h1>No Records Found </h1>
</apex:outputPanel>
</apex:pageBlock>
<apex:pageBlock title="Account Details" id="details" rendered="{! IF( accountList != null && accountList.size >0, true, false)}" >

<apex:pageBlockTable value="{!accountList}" var="a">
<apex:column headerValue="Account Name">
<apex:outputLink target="_blank" value="/{!a.id}">{!a.Name}</apex:outputLink>
</apex:column>
<!-- If you want facet style you can add like this.
<apex:column >
<apex:facet name="header">Link Name</apex:facet>
<apex:outputLink target="_blank" value="/{!a.id}">{!a.Name}</apex:outputLink>
</apex:column>
-->
<apex:column value="{!a.accountNumber}" headerValue="Account Number"/>
<apex:column value="{!a.Industry}" headerValue="Industry"/>
<apex:column value="{!a.AnnualRevenue}" headerValue="Annual Revenue"/>
<apex:column value="{!a.Phone}" headerValue="Phone"/>
<apex:column value="{!a.website}" headerValue="Web"/>
</apex:pageBlockTable>

<apex:pageblockButtons >
<apex:commandButton value="First Page" rerender="details" action="{!FirstPage}" disabled="{!prev}"/>
<apex:commandButton value="Previous" rerender="details" action="{!previous}" disabled="{!prev}"/>
<apex:commandButton value="Next" rerender="details" action="{!next}" disabled="{!nxt}"/>
<apex:commandButton value="Last Page" rerender="details" action="{!LastPage}" disabled="{!nxt}"/>
</apex:pageblockButtons>

</apex:pageBlock>

</apex:form>
</apex:page>

Controller Class:

public with sharing class AccountMultipleSearchWithPagenationCLS {
public Account acc{get;set;}
public List<Account> accountList {get;set;}
// create a list of strings to hold the conditions
List<string> conditions = new List<string>();
private integer totalRecs = 0;
private integer OffsetSize = 0;
private integer LimitSize= 10;

public AccountMultipleSearchWithPagenationCLS(){
system.debug('==>AccountMultipleSearchWithPagenationCLS is calling==>');
acc = new Account();
//accountList = new List<Account>();
}

public void searchAcc(){
totalRecs = 0;
OffsetSize = 0;
if(accountList !=null && accountList.size()>0){
accountList=null;
}
searchAccounts ();
conditions.clear();
}
public Void searchAccounts(){

System.debug('Total Records is ==>'+totalRecs);
System.debug('OffsetSize is ==>'+OffsetSize);

if(accountList != null && !accountList.isEmpty()){
accountList.clear();
}
String strQuery ='SELECT Id,Name,AccountNumber,CreatedDate,Phone,Website,Industry,AnnualRevenue From Account';
if(acc.Created_From_Date__c !=null){
String fromDate = acc.Created_From_Date__c+'';
fromDate = fromDate.split(' ',0)[0]+'T00:00:00.000Z';
conditions.add('CreatedDate >='+fromDate);
}

if(acc.Created_To_Date__c !=null){
String toDate = acc.Created_To_Date__c+'';
toDate = toDate.split(' ',0)[0]+'T23:59:59.000Z';
conditions.add('createdDate <='+toDate);
}

if(acc.Name !=null && acc.Name !=''){
conditions.add('Name Like \'%' +acc.Name +'%\' ');
}
if(acc.AccountNumber !=null && acc.AccountNumber !=''){
conditions.add('AccountNumber Like\'%' +acc.AccountNumber +'%\' ');
}

if (conditions.size() > 0) {
strQuery += ' WHERE ' + conditions[0];
for (Integer i = 1; i < conditions.size(); i++)
strQuery += ' AND ' + conditions[i];
}
if(totalRecs !=null && totalRecs ==0){
List<Account> accTemp = Database.query(strQuery);
totalRecs = (accTemp !=null &&accTemp.size()>0)?accTemp.size():0;
}

system.debug('strQuery ==>'+strQuery );
// add sort and limits at the end
strQuery += ' ORDER BY Name ASC, CreatedDate DESC LIMIT :LimitSize OFFSET :OffsetSize';

accountList =Database.query(strQuery);
//conditions.clear();
//return accountList.size();
}

public void FirstPage()
{
OffsetSize = 0;
searchAccounts();
}
public void previous()
{
OffsetSize = (OffsetSize-LimitSize);
searchAccounts();
}
public void next()
{
OffsetSize = OffsetSize + LimitSize;
searchAccounts();
}
public void LastPage()
{
OffsetSize = totalrecs - math.mod(totalRecs,LimitSize);
searchAccounts();
}
public boolean getprev()
{

if(OffsetSize == 0){

return true;
}
else {

return false;
}
}
public boolean getnxt()
{
if((OffsetSize + LimitSize) > totalRecs){

return true;
}
else {

return false;
}
}
}

 

[Neha]

Hi Amresh,

I am not sure but you can put CSS in static resource and then refer static resource in your component or page, it may resolve the issue.

Hope this helps you.

[Neha]

Hi Amresh,

With the help of formatting the VisualForce Page rendered as PDF with CSS, we can do that.

VisualForce allows you to create PDF documents (<apex:page RenderAs="PDF">), but those files can be easily manipulated with CSS, for example, you can break a document on different pages, you can set footers and headers, set the page size, and add page numbering.
You can find a very good document on how to use CSS to format PDF files here: http://www.antennahouse.com/CSSInfo/CSS-Page-Tutorial-en.pdf

This page creates a PDF file that:

• Uses "Letter" as the paper size
• Has margins of 1/4 centimetres
• Has a title on every page
• Every page shows the page number in this format (page # of #)
• Controls what content goes on each page.

Sample Code:

<apex:page renderAs="pdf" showHeader="false" sidebar="false" standardStylesheets="false" applyBodyTag="false" applyHtmlTag="false">
<html>
<head>
<style>
@page {
size: letter;
margin: 25mm;
@top-center {
content: "Sample";
}
@bottom-center {
content: "Page " counter(page) " of " counter(pages);
}
}
.page-break {
display:block;
page-break-after:always;
}
body {
font-family: Arial Unicode MS;
}
</style>
</head>
<body>
<div class="page-break">Page A</div>
<div class="page-break">Page B</div>
<div>Page C</div>
</body>
</html>
</apex:page>

[Neha]

Hi Amresh,

Following code is to hide search bar in the community through javascript, with the reference of this code you may hide standard button too.

<script src="<a href="https://ajax.googleapis.com/ajax/libs/jquery/1.7.2/jquery.min.js" target="_blank" rel="nofollow">https://ajax.googleapis.com/ajax/libs/jquery/1.7.2/jquery.min.js</a&gt;" type="text/javascript"></script>
<script>
/* Hide the top search box */
var j$ = jQuery.noConflict();
j$(document).ready(function(){
j$(".searchCell").hide();
});
</script>

In place of ".searchCell" class, you need to put your button class here.

Hope this helps you.

[Neha]

Hi Subha,

This may be the reason that you are the owner of that particular attachment that's why it showing delete and edit options for you.

[Neha]

Hi Rahul,

Yes, there is a limit based on the license you owned.

Data.com Prospector user licenses let users search Data.com for accounts and contacts, and add them as records to Salesforce. Users can be assigned one of two types of licenses — Data.com User and Data.com List User — and each type has its own characteristics.

Data.com User

Data.com Users get a limited number of account, contact, and lead records to add or export per month. The default number of records per licensed user is 300. The record addition limit for each licensed user refreshes at midnight on the first of the month (based on the time zone of the organization) regardless of your contract start date. Unused record additions expire at the end of each month, do not rollover to the next month, and are not refundable. You can select the Data.com Monthly Addition Limit for each user. This is the number of account, contact, and lead records the user can add each month. You can select up to the organization limit for any user or all users, but once the organization’s monthly limit is reached, users won’t be able to add more records.

Data.com List User

Data.com List Users get a limited number of account, contact, and lead records to add or export per month. Unused record additions expire at the end of each month and do not rollover to the next month. After the monthly limit is used, List Users draw record additions from a pool that is shared by all List Users in the organization. Unused pool additions expire one year from purchase. Only Data.com List Users can draw from the organization’s pool limit. If a Data.com User wants to draw from the organization’s pool limit, you need to change that user to a Data.com List User.

[Neha]

Hi Saagar,

With the help of following steps you can enable Quotes in Salesforce:

1. From Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).
2. If Quotes are not enabled then, select the option for enabling quotes.
3. To display the Quotes related list on the standard opportunity page layout, select all the Opportunity Layout displayed.
4. To add the Quotes related list to all opportunity page layouts that users have customized, select Append to users’ personal related list customization.
5. Save your changes.

Quotes can be created from and synced with opportunities and emailed as PDFs to customers.

The ability to sync the Pricebook on an Opportunity is standard Salesforce functionality. You will find the "Choose Price Book" button on the Products related list on the Opportunity Detail page.

 

 

[Neha]

Hi Saagar,

You need to first check whether quotes setting is enabled in your Salesforce Org.

To check Quotes setting, please follow following steps:

1. From Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).
2. If Quotes are not enabled then, select the option for enabling quotes.
3. To display the Quotes related list on the standard opportunity page layout, select all the Opportunity Layout displayed.
4. To add the Quotes related list to all opportunity page layouts that users have customized, select Append to users' personal related list customization.
5. Save your changes.

If Quotes is enabled already then, please following steps:

1. Goto Setup | Customize | Opportunities | Page layout |and then Click Edit on Opportunity Page layout
2. Then click on Related List (in leftmost corner)
3. Click on Quote and then drag it on page layout and then save your Page layout

Also, make sure you have you have "Read" and "Create" access to Quote object
Verify this by doing following steps.
Setup | Personal Setup | My Personal Settings | Click on Personal Information and then Click on your Profile.

If this comment is helpful for you, please like this comment.

[Neha]

Hi Saagar,

Please find following steps to Enable order in Salesforce:

1. From Setup, enter Order Settings in the Quick Find box, then select Order Settings.
2. Make sure that Enable Orders is selected.
3. Save your changes.
4. Select which page layouts have an Orders related list, and then save your changes.
5. Use profiles or permission sets to assign user and object permissions to the appropriate users.
6. Create fieldsets (Salesforce Classic only) on orders and order products to control what fields appear on Visualforce pages.

If you disable orders, your order-related data is hidden. To access that data, re-enable orders.

After Enabling order, we can create custom fields on order object.

If this comment is helpful for you, please like this comment.

[Neha]

Is this possible with Congo and Nixtex?

[Neha]

Except for email template can we dynamically update "send email from" in Nintex or Congo?

[Neha]

Is there is limitation with other document generation tool like Congo and Nintex ?

[Neha]

HTML templates can only display basic fields. So, you need to create a formula field:

EncryptedField__c Formula's:

LPAD((RIGHT(CustomTextField__c,4)),LEN(CustomTextField__c),"X")

Put the formula field into the HTML template, and you're good to go:

{!Account.EncryptedField__c }

I have validated with Phone field on Account and it works for me. Hope this helps you too.

• This reply was modified 6 years, 8 months ago by  Neha.

[Neha]

Service Cloud allows users to automate service processes, streamline workflows and find key articles, topics, and experts to support the agent.

 

1.  Salesforce Service Cloud is out of the box functionality that Salesforce provides in Professional and Enterprise editions.

2. In Enterprise edition you can get Sales Cloud licenses which actually include most of what service cloud is, or get Service Cloud licenses which include Service Console and Entitlements mainly.

3. Salesforce Service Cloud is about customer service mainly but can be used for other users as well.

4. Core process here is tracking Cases aka Support Tickets, Incidents, Issues.  You create a record for a new Case that is related to an Account/Contact give it a name, select a type of Case, set the Status as Open.

5. Then track activities like calls and emails related to the Case to try to resolve it.  Use chatter for internal communication.  You can also send emails and receive emails in that Case thread right in Salesforce.

6. Create escalation rules and assignment rules for Cases based on certain criteria.

7. Then when you resolve the Case, you can close the Case.

8. With some customizations, you can track things like first response time, average resolution time, etc.

9.  You can setup a web to case form which puts a web form on your website so someone can fill out some information and it will insert the new Case in Salesforce automatically.

1.  Note that you can achieve the same or more advanced web form in the case with an app like     FormAssembly.com.

10. You can also setup Email to Case so when people email something like [email protected] it will forward to Salesforce and create a Case automatically in Salesforce.

1. You can also setup a custom email to case solution using apex with a little development if not using standard cases or need something different.

11.  You can setup auto response emails to email the contact when the case is created, or to someone if they are assigned the case, or when the case is closed.

12. Then good to build reports and dashboards around service department showing how many Cases are open, closed, broken down by Type, etc.

13. Note that if you do not take advantage of case assignment rules, standard web 2 case web form, or email to case functions it's pretty easy to create a custom object to track something like Cases or support tickets.  Also using an app like ZenDesk.com for support and setting up the integration will give you a lot and more functionality around this.

14.      You can also create a Knowledge Base or Solutions articles in Salesforce for your internal team to use when trying to resolve the Cases.  You can click a button to try to find matching solutions based on some keywords in the case subject or based on the Type.

1.  This feature works ok for some companies but doesn’t always work for every company.

2.  This knowledge base can also be connected to an external facing knowledge base on your website making salesforce the content management system for your knowledge base.

3.  You can basically write text only in the articles.  No images or videos, so pretty limited.  But we have done some customizations to allow for videos and images in articles for some clients.

15. The Service Cloud Console which is only available with Service Cloud licenses basically is a new version of the old Console.  It allows you to view different records that are related at the same time allowing you to click around to look at let's say the Case, then views the Contact and the Activity record all at the same time.  You can also configure the Service Console to view the softphone as well so you can be answering the phone or making calls in the sidebar while navigating the records.  And the same for doing a Live Agent chat.

1.  We think the Service Console is cool.  A much better interface than the old console and works well when you have people who need to go from record to record and view different records and information.  It will make them more efficient.  But the service console is not useful for everyone or every process.

16.      Then there is Service Contracts and Entitlements which allows you to create some contracts around service and track things.

1.   So far we don’t think these out of the box features of this is super useful, but it might work for some businesses.

2.  With tracking contracts and other variables involved sometimes, it’s better or easier to track these things in other ways.

 

[Neha]

Hi Ankit,

You can understand Wrapper like this.If you want to make an object which includes both( account and contact) or( account and its corresponding selection checkbox) you use the wrapper class

-I am giving code. only selected accounts are shown on the right side.

<apex:page sidebar="false" controller="WrapClass"></apex:page>

<!--VF PAGE BLOCK-->

<apex:form>
<apex:pageblock>
<apex:pageblockbuttons>
<apex:commandbutton action="{!ProcessSelected}" value="Show Selected accounts" rerender="block2"></apex:commandbutton>
</apex:pageblockbuttons>
<apex:pageblocksection columns="2">
<apex:pageblocktable value="{!wrapaccountList}" var="waccl"></apex:pageblocktable></apex:pageblocksection></apex:pageblock></apex:form>

<apex:column>
<apex:facet name="header">
<apex:inputcheckbox></apex:inputcheckbox>
</apex:facet>
<apex:inputcheckbox value="{!waccl.isSelected}" id="InputId"></apex:inputcheckbox>
</apex:column>

<apex:column value="{!waccl.accn.name}"></apex:column>
<apex:column value="{!waccl.accn.phone}"></apex:column>
<apex:column value="{!waccl.accn.billingcity}"></apex:column>

<apex:pageblocktable value="{!selectedAccounts}" var="sa" id="block2">
<apex:column value="{!sa.name}"></apex:column>
<apex:column value="{!sa.phone}"></apex:column>
<apex:column value="{!sa.billingcity}"></apex:column>
</apex:pageblocktable>

public class WrapClass {

//CONTROLLER CLASS

public list<wrapaccount> wrapaccountList { get; set; }
public list<account> selectedAccounts{get;set;}
public WrapClass (){

//if(wrapaccountList ==null){
wrapaccountList =new list<wrapaccount>();
for(account a:[select id,name,billingcity,phone from account limit 10]){
wrapaccountlist.add(new wrapaccount(a));

}
// }
}

//### SELECTED ACCOUNT SHOWN BY THIS METHOD
public void ProcessSelected(){
selectedAccounts=new list<account>();

for(wrapaccount wrapobj:wrapaccountlist){
if(wrapobj.isSelected==true){
selectedAccounts.add(wrapobj.accn);
}

}
}

//##THIS IS WRAPPER CLASS
// account and checkbox taken in wrapper class

public class wrapaccount{

public account accn{get;set;}
public boolean isSelected{get;set;}

public wrapaccount(account a){

accn=a;
isselected=false;
}
}
}

Hope this example gives you a better understanding of Wrapper Class and its use.

Happy Salesforce 🙂

• This reply was modified 6 years, 8 months ago by  Neha.

[Neha]

Hi Rahul,

You have a REST Server and a SOAP Server, both of their goals is to wait for requests from their respective clients -- it doesn't matter if the operations they implement read and/or write their data sets, a client still needs to initiate communication.

Bridge the gap.
Because of this, you'll need a bridging client to request to read something from the REST Server and request to write something into the SOAP Server. The rest of the infrastructure for the bridge is up to you.

You can write a light script that pulls RESTful data and pushes SOAP messages for a handful of particular RESTful resources or you can write a general purpose REST2SOAP bridge which can map a RESTful resource to a SOAP message endpoint based on a conversion convention.

Direct vs. Message Queues.
Writing an abstract bridge client will allow you to run it by directly calling the REST service, receiving data, processing it, directly calling the SOAP service and sending it the data. If this is a low-load situation that's fine.

If we have a high load of data to process doing things synchronously will not be feasible, so we introduce message queues.

The producer:

• reads data from the REST service;
• (perhaps) processes it into a local form (which the bridge client understands such as arrays and objects);
• then serializes it (serialize, json_encode, etc.);
• puts it on a message queue.

The consumer(s)

• listen to the message queue;
• when it receives a new message it deserializes it;
• processes it;
• sends it to the SOAP service.

The overall advantage of the message queues is the fact that you can start up as many producers or consumers as you need depending on which of these services runs slower.
share

 

Hope this helps you.

[Neha]

Hi Adarsh,

Thanks for your response, it is working for me.

Is there a way if  "send welcome email checkbox" is false still it is sending a welcome mail to the user?

[Neha]

Hi Archit,

You understood the question wrong.

The code you provide is to make a call with Twilio but my question is to verify phone number with Twilio account in Salesforce Apex.

[Neha]

You can try  Metadata API for ApexTrigger includes the status value that can be set to Active/Inactive/Deleted. You can call that from Apex.

[Neha]

Hi Ankit,

You can Inactive the trigger using following steps:

• Login to the sandbox
• Go to the Trigger and Click on Edit and Uncheck the IsActive box (see the screenshot), and Click on Save
• Create a Change Set and include the Trigger in the changeset and deploy the same into the Production.

If you want to Inactive trigger using Apex code then you can add your own switch (or switches):

public class Triggers {
public static Boolean areDisabled = false;
}

trigger AccountTrigger on Account (after insert, after update) {
if (Triggers.areDisabled) return;
....
}

[Neha]

I have gone the answer for this by myself.

First Checkout or download the Twilio-salesforce library from GitHub. Then, deploy the code into Salesforce org

Search the phone number to buy from Twilio - account with following code:

String ACCOUNT_SID = 'AXXXXXXXXXXXXXXXXX';
String AUTH_TOKEN = 'YYYYYYYYYYYYYYYYYY';
TwilioRestClient client = new TwilioRestClient(ACCOUNT_SID, AUTH_TOKEN);
List<TwilioAvailablePhoneNumbers> numbers;
Map<String,String> filters = new Map<String,String> {
'AreaCode' => '530'
};
numbers = client.getAccount().getAvailablePhoneNumbers(filters).getPageData();
if (numbers.isEmpty()) {
System.debug('No numbers in 530 available');
} else {
numbers[0].purchase();
}

With following code you can buy phone number with Twilio account in Salesforce Apex

String ACCOUNT_SID = 'AXXXXXXXXXXXXXXXXX';
String AUTH_TOKEN = 'YYYYYYYYYYYYYYYYYY';
TwilioRestClient client = new TwilioRestClient(ACCOUNT_SID, AUTH_TOKEN);
TwilioIncomingPhoneNumber incoming;
Map<String,String> properties =
new Map<String,String>{'PhoneNumber' => '+15305431234'};
incoming = client.getAccount().getIncomingPhoneNumbers().create(properties);

For more reference, you can refer Twilio-document.

[Neha]

My correct question is "How to send Community Welcome email to user through Apex ?"

[Neha]

Hi Ankit,

It should be 'False' value by default.

Thanks.

[Neha]

Hi Ankit,

You will have to use Metadata API for that. This API provides function to work with Salesforce Metadata including create, edit, delete of fields.

You need to first generate the apex class through Metadata WSDL , then with the help following code you can create field through Apex.

MetadataService.CustomField customField = new MetadataService.CustomField();
customField.fullName = 'Test__c.TestField__c';
customField.label = 'Test Field';
customField.type_x = 'Text';
customField.length = 42;
MetadataService.AsyncResult[] results = service.create(new List<MetadataService.Metadata> { customField });

Hope this help you..

[Neha]

I don't believe so. There is an idea you can up-vote here:
http://success.salesforce.com/ideaview?id=08730000000IedNAAS

But you can just create a new Dev Account and walk away from the old org. SFDC will reclaim it after x months of non use.