Forum Replies Created

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  • Parul

    Member
    September 22, 2018 at 5:32 am in reply to: How is Access Token used with REST API in Salesforce ?

    Adding some points:

    Once access token is used for authorization purpose and authenticated, every request must pass in the access_token value in the header. It cannot be passed as a request parameter.

    go through https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/quickstart_oauth.htm for detail option

    Hope it may helps

  • Parul

    Member
    September 22, 2018 at 5:31 am in reply to: Email Template in salesforce Marketing Cloud

    Steps to create email template in Marketing cloud:

    Content:
    1.  Once logged into the Salesforce Communication (SFMC), locate the Email Studio icon in the upper left of the page in the row of icons.

    2.  Click on Email Studio and then Email in the fly out menu that appears, this will navigate the user to the Overview page.

    3.  Once at the Overview page the user will be able to see a list of Emails that they created or modified and select from this page to use again if needed.

    a.  The left side of the page will display any emails that the user has created or modified recently.

    b.  The right side of the page will display a list of emails that this user has sent recently

    4.  Creating a new email; at the top of the screen click on Content

    5.  On the Content Page the user will notice a Create icon in the upper right corner of the page. Clicking this icon will prompt a flyout menu where the user can choose to create an Email

    6.  When the system navigates the user to the new email page they will be able to define what type of email they are looking to create using the Drop Down menu.

     

    NOTE:  Users should always create emails from a predefined UNH template

    NOTE: if users need school or department specific templates set up, please contact one of the administrators and they will be happy to assist.  Email: [email protected]

    7.  Just below the drop down select the Saved Now the user will be able to select the template format they want specific to this email that has been UNH branded. Choose the format from the choices presented on the screen and choose Select in the lower right.

    8.  If the user does not see any templates listed, click on the Folders Icon and Shared

    9.  If the user chooses to select a different format they can Click Change in the upper left of the screen to select a new template format.

     

    Thanks

  • Parul

    Member
    September 22, 2018 at 5:25 am in reply to: How can I Sort Wrapper list in Salesforce?

    Adding some points and code snippet:

    37down vote
    Apex provides a sort method on the List class for sorting. For objects such as this however, you must implement the Comparable interface. Note the Salesforce doc samples indicate you need to make your class 'global' scope, this is no longer true.

    public class jobsWrapper implements Comparable
    {
    public Integer compareTo(Object compareTo)
    {
    jobsWrapper jobsWrapper = (jobsWrapper) compareTo;
    if (job.Name == jobsWrapper.job.Name) return 0;
    if (job.Name > jobsWrapper.job.Name) return 1;
    return -1;
    }
    }
    Then once you put your objects into a list you can use the sort method.

    List<jobsWrapper> jobs = new List<jobsWrapper>();
    // Add things to the list ...
    jobs.sort();

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 10:09 pm in reply to: Prevention of SOQL Injection

    Hi

    The first and most recommended method to prevent SOQL injection is to use static queries with bind variables. Consider the following query.

    String query = ‘select id from contact where firstname =\’’+var+’\’’;
    queryResult = Database.execute(query);

    Copy
    As you’ve learned, using user input (the var variable) directly in a SOQL query opens the application up to SOQL injection. To mitigate the risk, translate the query into a static query like this one.

    queryResult = [select id from contact where firstname =:var];

    Copy
    This ensures that the user input is treated as a variable, not as an executable element of the query. If a user types a value like test’ LIMIT 1 when the database performs the query, it looks for any first names that are “test’ LIMIT 1” in the database. With a bind variable, the attacker isn’t able to break out and control the SOQL query.

    While using bind variables is recommended, there are some limitations. They can only be used in these types of clauses.

    The search string in FIND clauses.
    The filter literals in WHERE clauses.
    The value of the IN or NOT IN operator in WHERE clauses, enabling filtering on a dynamic set of values. Note that this is of particular use with a list of IDs or strings, though it works with lists of any type.
    The division names in WITH DIVISION clauses.
    The numeric value in LIMIT clauses.
    The numeric value in OFFSET clauses.

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 10:05 pm in reply to: What are the different types of Exceptions in Salesforce?

    List of possible exception:

    Here they are:

    AsyncException
    CalloutException
    DmlException
    EmailException
    ExternalObjectException
    InvalidParameterValueException
    LimitException
    JSONException
    ListException
    MathException
    NoAccessException
    NoDataFoundException
    NoSuchElementException
    NullPointerException
    QueryException
    RequiredFeatureMissing
    SearchException
    SecurityException
    SerializationException
    SObjectException
    StringException
    TypeException
    VisualforceException
    XmlException

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 10:04 pm in reply to: What happen if child have two master records and one is deleted?

    Hi

    If parent record is deleted then child is also deleted in Master-detail.

  • Parul

    Member
    September 21, 2018 at 10:01 pm in reply to: What is a Connected App in Salesforce?

    Steps to create

    Before you can get up and running with the Attend Salesforce Integration, you need to create a Salesforce Connected App. This can be done in Salesforce by following these steps.

    Log into Salesforce, click “Setup” in the upper right, and click “Create” on the left navigation.
    Select “Apps” from the drop down.
    (If this doesn’t appear, you will need to request permission from your Salesforce administrator.)

    Create a new Connected App by scrolling down the page, finding Connected Apps, and clicking the “New” button. (If this section isn't visible, you will need to request permission from your Salesforce Administrator.)

    Make sure the following settings are defined in Salesforce to enable your new app.
    Connected App Name: Attend Inc
    API Name: Attend_Inc
    Contact Email: Your email
    Enable OAuth Settings: Checked
    Callback URL: https://cluster1.attend.com/auth/salesforce/callback
    Selected OAuth Scopes:
    Access and manage your data (api)
    Access custom permissions (custom_permissions)
    Access your basic information (id, profile, email, address, phone)
    Full access (full)
    Perform requests on your behalf at any time (refresh_token, offline_access)
    Provide access to your data via the Web (web)
    Click “Save” to complete your Connected App setup.

    After clicking “save” you’ll be redirected to a new page where you’ll be able to copy your Consumer Key and Consumer Secret. You'll need these while you set up your connect in Attend.

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 9:59 pm in reply to: What is the list of tools are available in Salesforce Lightning?

    Adding some points:

    The latest low-code tools on the Salesforce Lightning Platform include:

    Lightning Object Creator is a new platform service that allows anyone to turn spreadsheets into modern apps with clicks, not code. For example, salespeople at a car dealership once had to enter customer information from paper test drive forms into spreadsheets - an error-prone, labor-intensive process. Those teams can now drag and drop spreadsheets into the Object Creator, review data fields for accuracy (e.g., car makes and models) and publish a digital form, available on desktop or mobile. In Salesforce, users can further analyze the data or add it to existing records with support for Search, Notes or Files within Salesforce - extending the power of that customer’s CRM deployment.
    Lightning Flow Builder is a new low-code tool that empowers business users of any developer skill level to automate processes for customer or employee experiences (e.g., manage an insurance claim). Based on the Lightning Design System, the Lightning Flow Builder is elegant, efficient and easy to use - with simplified toolboxes that seamlessly find workflow elements connected to customer records. In addition, new Flow Actions - pre-built, reusable components for industries and specific use cases - add powerful new layers to automated business processes, including the ability to accept credit card payments or add a video player. Admins also have the option to use Einstein Next Best Action to recommend flows, leveraging the power of rules-based and predictive models to provide sales, service and marketing agents with intelligent, contextual recommendations for customers.

    A Smarter AppExchange Guides Customers to the Right Solutions, Faster 

    With 88 percent of Salesforce customer orgs using AppExchange solutions and almost 6 million installs, more Trailblazers than ever are tapping into the power of the world’s leading enterprise cloud ecosystem. AppExchange is now live with updates including intelligent recommendations and a new category for Flow Solutions.

    Starting today, any customer can log onto AppExchange and experience:

    Lightning Flow Actions, partner-built, drag-and-drop solutions that unleash the full potential of automated business processes. More than a dozen partner-built solutions are already available - including Flow Actions for running credit checks (Oktana), adding a video player (Vidyard) and generating quotes for loan processing (Accenture).
    The Lightning Platform Strikes at Dreamforce

    Learn more about the latest innovations from the Lightning Platform and AppExchange at Dreamforce, September 25 - 28, 2018.

    Pricing and Availability

    Lightning Object Creator and Lightning Flow Builder are now available in pilot. Further pricing information will be announced at general availability in the first half of 2019.

  • Adding some points:

    This class is defined using the @isTest annotation. Classes defined as such can only contain test methods. One advantage to creating a separate class for testing as opposed to adding test methods to an existing class is that classes defined with isTest don't count against your organization limit of 3 MB for all Apex code.
    The advantage to using separate test classes is that they do not count against the limit of the total amount of apex in your org (although this is a soft limit and thus not a overly compelling reason).

    @isTest
    public class TestUtil {

    public static void createTestAccounts() {
    // Create some test accounts
    }

    public static void createTestContacts() {
    // Create some test contacts
    }

    }

     

    Thanks

  • This functionality already in earlier version it removed from debug log.

  • Parul

    Member
    September 21, 2018 at 9:47 pm in reply to: What is the use of the invocable method annotation in Salesforce?

    Adding some points:

    While the Process builder is very flexible out of the box, there are a few business use cases those are not achievable using it. For example

    1. It doesn’t support outbound messages
    2. It doesn't support creation of multiple records
    3. It doesn’t allow us to delete a record

    When no other process action can get the job done, add customized functionality to your Salesforce processes by calling an Apex method. To call an Apex method, add the Call Apex action to your process and select an Apex class with an @invocable method Annotation. It means they allow us to extend the Process Builder by writing Apex code that meets certain criteria, and then invoking the Apex from our Processes. If the class contains one or more invocable variables, manually enter values or reference field values from a related record. @InvocableMethod Annotation support bulk operations.

    public class DeleteUnacceptedQuotes
    {
    @InvocableMethod
    public static void QuoteDelete(List<Id> OpportunityIds)
    {
    List<Quote> Quotes =[select id from quote
    where Opportunity.id in :OpportunityIds
    and Status != 'Accepted'];
    delete Quotes;
    }
    }

     

    Thankz

  • Parul

    Member
    September 21, 2018 at 9:44 pm in reply to: Define the terms API, API key and API id in Salesforce with an example?

    Adding some points:

    Stands for "Application Programming Interface." ... The Windows API, for example, provides developers with user interface controls and elements, such as windows, scroll bars, and dialog boxes. It also provides commands for accessing the file system and performing file operations, such as creating and deleting files.

    API Key:

    If there is a public/private distinction, then the public key is one that you can distribute to others, to allow them to get some subset of information about you from the api. The private key is for your use only, and provides access to all of your data.

     

    Thanks

     

  • Parul

    Member
    September 21, 2018 at 9:29 pm in reply to: What is the use of 'apex:actionSupport' in Visualforce page in Salesforce?

    Adding some points:

    actionSupport component adds AJAX support to other components in visualforce. It allows components to be refreshed asynchronously by calling the controller's method when any event occurs (like click on button). It allows us to do partial page refresh asynchronously without refreshing full page

    apex:actionSupport has following attributes in our example:
    action: action attribute specifies the controllers action method that will be invoked when event occurs.
    event: It is DOM event that generates AJAX request
    reRender: It is comma separated id’s of components that needs to be partially refreshed. In our example, we have given its value as ‘out’. So component with ‘out’ id will be refreshed without refreshing complete page.

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 5:05 pm in reply to: How can we integrate Quickbook and Salesforce with dbsync?

    HI

    DBSync’s Salesforce - QuickBooks Desktop Integration is an easy and fast way to synchronize Salesforce data such as Accounts, Products, and Opportunities with QuickBooks Desktop. Our uniquely customizable integration will optimize your Order-to-Cash and Procure-to-Pay processes, saving you time and money.

    Benefits:
    Automate sales orders, invoices, payments, inventory management and more processes
    Better performance on a variety of accounting metrics due to quick and easy information sharing between sales and accounting
    No more errors from manual and double data entry
    Easy to use, with DBSync’s pre-built and automated workflows
    Simple pricing model with no per-user licensing

    Features:
    With our pre-built integration, Synchronize Salesforce Account/Contact, Product, Opportunity to QuickBooks Desktop Customer/Contact, Item (Service, Inventory, Non-inventory) and Transactions (Invoice, Sales Order, Sales Receipt, Estimate) respectively, and vice-versa
    Synchronize custom objects and fields in Salesforce with QuickBooks Desktop
    Migrate legacy QuickBooks data into Salesforce and vice-versa
    Pre-Built Templates for recurring invoices, split invoices and inventory management
    Real-time updates in QuickBooks by leveraging Salesforce Outbound messages
    Event Logs and Email Notifications to the administrator
    Extensible to integrate other Force.com applications such as ServiceMax, TargetRecruit or any other force.com app on AppExchange like Time Sheets, Manufacturing Reports etc.
    Cross-platform: Can be run on Windows, Linux, Amazon Web Services (AWS) and Docker

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 4:59 pm in reply to: How do we cache server side data on lightning component?

    Adding some points:

    1. Using Server-Side Controller:
    You need to use LIMIT and OFFSET values in SOQL query
    You need to make the server-side call to retrieve the data for every page, which is pretty expensive (will come to this part later**)
    You can never show total page count as you are not fetching the total record at once or you are not sure how many records will be returned
    Better solution if you are dealing with many records as you can fetch n number of records.
    Data loading will be same in almost all the pages

     

    Note**: To make component performance faster, I am using “Action.setStorable()” method, which will cache the data on client side and will improve component performance drastically.

     

    Thanks

     

  • Parul

    Member
    September 21, 2018 at 4:48 pm in reply to: what is the benefit of the lightning component framework

    Adding some points:

    The benefit of a lightening component framework is that there are more pre-built components to replicate the salesforce look and feel. This is a concept in salesforce development which comes under software development. Software development is a practice that is used to develop new software. This is done by experts with technical knowledge in the field of programming and coding.

    There are various different languages that are used for software development and each of the languages carry their own scope. Software development is quite a vast field and salesforce development can be considered as just one of its many different branches.
    Notes: More pre-built components to replicate the salesforce look and feel.

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 4:40 pm in reply to: How to use salesforce wave analytics?

    Hi

    Salesforce Wave analytics or Analytics Cloud is Business Intelligence (BI) of Salesforce. It's a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views to users as dashboards. It's a better way to distribute insight to business users, so they can understand and take action on changing information. It is simple and user-friendly in measuring, filtering, grouping, drill down, viewing and sharing data. It's optimized for mobile device and data visualization.

    Wave Analytics features include:

    A mobile-first approach that assumes smartphones, tablets and task-specific apps are employees' primary tools for getting work done. To that end, the platform is optimized for mobile platforms to facilitate mobile collaboration.

    Integration with other Salesforce.com clouds, including the Marketing Cloud, Community Cloud, Service Cloud and Sales Cloud, to enable access of data from all sources.

    Sales Cloud and Service Cloud apps, dashboards and lenses to enable greater visibility into various aspects of data, such as trends, team performance and agent efficiency.

    Wave Analytics benefits:

    NoSQL database.
    It's fully Integrated with all salesforce.com clouds like Sales Cloud, Service Cloud, Marketing Cloud and Community Cloud.
    A wave cloud is fully supported for all devices, like desktop browsers, android and ios mobiles, and smartwatches.
    No data limits, you can analyze millions of business data in minutes.
    It's secure cloud-based platform for your data.
    Continuously monitor the key business metrics on your latest data.
    Intuitive Point and click visual dashboard designer tools.
    Thanks

  • Parul

    Member
    September 21, 2018 at 2:08 pm in reply to: Explain the use of an Outbound Message in Salesforce?

    hi

    Outbound messaging allows you to specify that changes to fields within Salesforce can cause messages with field values to be sent to designated external servers.

    Outbound messaging is part of the workflow rule functionality in Salesforce. Workflow rules watch for specific kinds of field changes and trigger automatic Salesforce actions, such as sending email alerts, creating task records, or sending an outbound message.

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 2:07 pm in reply to: What is a Cron trigger in Salesforce Apex?

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

    CronTrigger object in Salesforce

    All the scheduled jobs are stored in CronTrigger object in Salesforce.

    To view the Scheduled Jobs in Salesforce, check the below steps:

    1. Go to Setup --> Jobs --> Scheduled Jobs.

    2. Scheduled Jobs lists all of the jobs scheduled by your users. Multiple job types may display on this page. You can delete scheduled jobs if you have the permission to do so.

    Sample Query:

    SELECT ID, CronExpression, CronJobDetail.Name, CronJobDetailId, EndTime, NextFireTime, PreviousFireTime, StartTime, State, TimesTriggered FROM CronTrigger

     

    Thanks

  • hi

    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.

    @RemoteAction
    global static Account getAccount(String accountName)
    {
    account = [select id, name, phone, type, numberofemployees from Account where name = :accountName ];
    return account;
    }
    }

     

    Thanks

  • The customer can also view the case via a link on the question that’s visible only to them, while moderators see a note on the question indicating that a case was created. In your Salesforce organization. With Question-to-Case, you can now give moderators the ability to escalate questions in Chatter to cases, making it easier to track and resolve your customers’ issues.
    Question-to-Case is available in the full Salesforce site and the Salesforce1 mobile browser app, as well as in communities where Chatter Questions is enabled. You can add it to your Salesforce organization, your communities, or both!. 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.

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 1:59 pm in reply to: Explain Multi Dimensional Quoting (Price Dimension) in Salesforce CPQ

    Hi

    If we have a product with 2 different possible MDQ scenario (I.e. Year Segments and Custom Segments), currently we will have to create separate products for different segments. The Product dependent Price Dimension is not scalable with larger product catalog. My Idea is to create a field in the product level called "MDQ enabled" and have a picklist value on the Quote level for Price Dimension Type. Once the picklist is selected, all products that is flagged as MDQ enabled will be the ones converted to MDQ. The reason I'm suggesting with this idea is because every business process will not always be a single segment. There will be cases where certain quotes needs to be custom segments and there will different cases where the deal is straight forward as a yearly segments. Making it product dependent will double the product catalog and admins will need to filter products appropriately for the proper product selection.

    Thanks

  • hi

    You would need a different Summary Variable for each product, so scalability would be an issue. I just realized that it might not work properly if you have the same product on two quote lines. It appears to me that the kind of complex logic that this type of validation requires can only be achieved with a QCP.

     

    Thanks

  • Parul

    Member
    September 21, 2018 at 1:54 pm in reply to: How many batch jobs can be added to the queue in Salesforce?

    Hi

    The Apex queue enble you to submit upto 100 additional batch jobs for execution Although batch apex can have only 5 concurrent jobs running in parallel.

     

    Thanks

  • Hi

    The Documentation the custom field metadata type does not support wildcards and you can access field on Object by using metadata type on standard type object. Finally, you can use sf:listmetadata task to download the list of all custom fields.

     

    Thanks.

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