[Parul]

Hi

you can this code snippet:

There is a bug of IE9 about onchange event, therefore maybe you could add onpropertychange event on the input(bind both two events):

<input type="text" onKeyDown="this.value=this.value;" onChange="alert('test');" onpropertychange="alert('change');" />

 

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[Parul]

Adding some points:

CRM or Customer Relationship Management is a system that allows your business to manage contacts, collaborate effectively, increase productivity & grow your business. Traditionally Customer Relationship Management has been a sales tool but now CRM systems, like Salesforce, allow you to do so much more.

Here are some of the top benefits of Salesforce CRM:

1.Ensuring faster and better sales opportunity.
2.Deploying an analytical approach to customer acquisition.
3.Reducing cost and improving customer satisfaction.
4.Automation of repetitive and less important tasks.
5.Improved efficiency and enhanced communication on all fronts.

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[Parul]

Hi

Adding some points:

1. Less Costs
The services are free from capital expenditure. There are no huge costs of hardware in cloud computing. You just have to pay as you operate it and enjoy the model based on your subscription plan.

2. 24 X 7 Availability
Most of the cloud providers are truly reliable in offering their services, with most of them maintaining an uptime of 99.9%. The workers can get onto the applications needed basically from anywhere. Some of the applications even function off-line.

3. Flexibility in Capacity
It offers flexible facility which could be turned off, up or down as per the circumstances of the user. For instance, a promotion of sales is very popular, capacity can be immediately and quickly added to it for the avoidance of losing sales and crashing servers. When those sales are done, the capacity can also be shrunk for the reduction of costs.

4. All over Functioning
Cloud computing offers yet another advantage of working from anywhere across the globe, as long as you have an internet connection. Even while using the critical cloud services that offer mobile apps, there is no limitation of the device used.

5. Automated Updates on Software
In cloud computing, the server suppliers regularly update your software including the updates on security, so that you do not need to agonize on wasting your crucial time on maintaining the system. You find extra time to focus on the important things like ‘How to grow your businesses.

6. Security
Cloud computing offers great security when any sensitive data has been lost. As the data is stored in the system, it can be easily accessed even if something happens to your computer. You can even remotely wipe out data from the lost machines for avoiding it getting in the wrong hands.

7. Carbon Footprint
Cloud computing is helping out organisations to reduce their carbon footprint. Organizations utilize only the amount of resources they need, which helps them to avoid any over provisioning. Hence, no waste of resources and thus energy.

8. Enhanced Collaboration
Cloud applications enhance collaboration by authorizing diverse groups of people virtually meet and exchange information with the help of shared storage. Such capability helps in improving the customer service and product development and also reducing the marketing time.

9. Control on the Documents
Before cloud came into being, workers needed to send files in and out as the email attachments for being worked on by a single user at one time ultimately ending up with a mess of contrary titles, formats, and file content. Moving to cloud computing has facilitated central file storage.

10. Easily Manageable
Cloud computing offers simplified and enhanced IT maintenance and management capacities by agreements backed by SLA, central resource administration and managed infrastructure. You get to enjoy a basic user interface without any requirement for installation. Plus you are assured guaranteed and timely management, maintenance, and delivery of the IT services.

CRM functionality to your partners, then adds lots of partner-specific functions on top.
Cloud Computing is a model for enabling ubiquitous, convenient, on-demand network access to a shared pool of configurable computing resources that can be rapidly provisioned and released with minimal management effort or service provider interaction“. By using CRM Software every Company / Organization plans to increase their revenues and profits. This strategy of increasing revenue is done mainly by attracting Customers, clients, Sales etc.
 

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[Parul]

Cloud Computing is a model for enabling ubiquitous, convenient, on-demand network access to a shared pool of configurable computing resources that can be rapidly provisioned and released with minimal management effort or service provider interaction“.
Adding some points:

Hi

Six benefits of CRM software that can help your company find success.

Improved Informational Organization
The more you know about your customers, the better you’ll be able to provide them with the kind of positive experience that really pays off. Everything that they do, and every interaction that they have with your organization needs to be identified, documented, and recorded. To do this, you need to move beyond the sticky-notes and disorganized filing cabinets, and start utilizing advanced organizational technology that can not only accurately quantify and categorize data for easy future reference, but also make that data available across departments.

CRM for Enhanced Communication

As mentioned above, CRM makes it possible for any employee to provide the same high level of service, by having access to the same customer data. After all, even if your customers have a single, main point of contact, there’s a good chance that at some point that contact may not be available, and the client will be forced to have to work with someone new.

CRM Improves Your Customer Service
Your time is valuable, but so is your customers’ time. And, should your customers experience a problem that needs resolution, they’re going to be unhappy unless that problem can be taken care of quickly. With CRM, as soon as a customer contacts your company, your representatives will be able to retrieve all available activity concerning past purchases, preferences, and anything else that might assist them in finding a solution.

Automation of Everyday Tasks
Completing a sale is never as easy as just getting a customer to agree to commit. Along with the surface details of any sale, there are hundreds of smaller tasks that must be completed in order for everything to function properly. Forms need to be filled out, reports need to be sent, legal issues need to be addressed—these ancillary chores are a time consuming, yet vital aspect of the sales process.

Greater efficiency for multiple teams

Automatically stored communication allows you to view emails, calendar and phone call details in one easily accessible place. Add that to the ability for multiple teams to access the same information, it simply sky rockets the amount of achievable progress. Sales, marketing, and customer service teams can share valuable information about clients to continue to funnel them down the pipeline to get the desired result of closing a sale, knowledge of new products, or excellent customer service.

Improved Analytical Data and Reporting
Miscalculated data should not be the reason you cannot succeed, with CRM this is no longer a possibility. CRM systems store information in one place which leads to improved analyzing of the data as a whole. Easily integrated with different tools or plugins, you have the ability to generate automatic reports to maximize your time.

 

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[Parul]

Hi

Display Error message using :

<apex:pageMessages />

Thanks.

 

[Parul]

Adding some points:

Visualforce pages that contain a form component also contain an encrypted, hidden form field that encapsulates the view state of the page. This view state is automatically created, and as its name suggests, it holds the state of the page – state that includes the components, field values and controller state.
Note:
Minimize number of form on a page.  Use apex:actionRegion instead of using 2 or more forms.
Refine your SOQL to only retrieve the data needed by the page.
All public and private data members present in Standard, Custom and Controller extensions are saved.
The transient variables are not passed to view state and therefore not stored in View State.

 

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[Parul]

Hi

Adding some points:

Private Cloud
The main drawback people see with a private cloud is that all management, maintenance and updating of data centers is the responsibility of the company. Over time, it’s expected that your servers will need to be replaced, which can get very expensive. On the other hand, private clouds offer an increased level of security and they share very few, if any, resources with other organizations.

Public Cloud
This type of cloud environment is appealing to many companies because it reduces lead times in testing and deploying new products. However, the drawback is that many companies feel security could be lacking with a public cloud. Even though you don’t control the security of a public cloud, all of your data remains separate from others and security breaches of public clouds are rare.
Public clouds are the most common way of deploying cloud computing. The cloud resources (like servers and storage) are owned and operated by a third-party cloud service provider and delivered over the Internet. Microsoft Azure is an example of a public cloud. With a public cloud, all hardware, software and other supporting infrastructure is owned and managed by the cloud provider. In a public cloud, you share the same hardware, storage and network devices with other organisations or cloud “tenants.” You access services and manage your account using a web browser. Public cloud deployments are frequently used to provide web-based email, online office applications, storage and testing and development environments.

Advantages of public clouds:
Lower costs—no need to purchase hardware or software and you pay only for the service you use.
No maintenance—your service provider provides the maintenance.
Near-unlimited scalability—on-demand resources are available to meet your business needs.
High reliability—a vast network of servers ensures against failure.

A private cloud consists of computing resources used exclusively by one business or organisation. The private cloud can be physically located at your organisation’s on-site datacenter or it can be hosted by a third-party service provider. But in a private cloud, the services and infrastructure are always maintained on a private network and the hardware and software are dedicated solely to your organisation. In this way, a private cloud can make it easier for an organisation to customise its resources to meet specific IT requirements. Private clouds are often used by government agencies, financial institutions, any other mid- to large-size organisations with business-critical operations seeking enhanced control over their environment.

Advantages of a private clouds:
More flexibility—your organisation can customise its cloud environment to meet specific business needs.
Improved security—resources are not shared with others, so higher levels of control and security are possible.
High scalability—private clouds still afford the scalability and efficiency of a public cloud.

Multi-tenancy: the data of multiple organizations in stored in a shared environment. The data stored in the public cloud is usually multi-tenant, which means the data from multiple organizations is stored in a shared environment. The data stored inprivate cloud is kept private by the organization.

[Parul]

hi

List Examples Of Custom Field Types:

Auto Number
An Auto Number field produces a unique number that is automatically incremented for each saved record. As such this is a read-only field where the maximum length is 30 characters of which 20 are reserved for further prefix or suffix text that you can specify.

Checkbox
A Checkbox allow your users to set or unset a value to mark the attribute as either true or false.

Currency
Salesforce provides a Currency field to specifically capture a money value. Here the Salesforce CRM application applies currency-related codes which are applied when working with that field record.

Date
The Date field provides a way for your users to either pick a date from a pop-up calendar or to manually key the date. Your users can also enter the current date clicking on the date link positioned to the right of the field.

Date/Time
The Date/Time field provides a way for your users to either pick a date from a pop-up calendar or to manually key the date and the time of day. Your users can also enter the current date and time by clicking on the date and time link positioned to the right of the field. Here, the time of day includes A.M. or P.M. notation.

Email
Email fields provide the facility to store an individual’s email address. The Salesforce CRM application provides a very robust method of verifying the correct format of e-mail addresses before they are allowed to be saved.

Formula
Formula fields provide a method to automatically calculate a value which is calculated from other fields or values stored within Salesforce CRM.

Hierarchical relationship
This field type forms a hierarchical lookup relationship between relevant objects. For the user hierarchical relationship, users can use a lookup field to associate one user with another For example, you can create a custom hierarchical relationship field to store each user’s direct manager.

Lookup relationship
The lookup relationship field creates a relationship between two records so you can associate them with each other. For example, opportunities have a lookup relationship with cases that enable you to associate a specific case with an opportunity.  A lookup relationship has no effect on record deletion or security, plus the lookup field is not required in the object page layout.

Master-detail relationship
Creates a parent-child type relationship between records where the master record controls certain behaviors of the detail record such as security and record deletion.  Master-detail relationship fields can only be created on custom objects that relate to a standard object and not the other way. If the Master record is deleted then all detail records are also deleted. You can create up to two Master-detail relationship fields per custom object.

Number
The Number data type can be used to enter any number with or without a decimal place (the number of decimal places can be specified) and saved as a real number with any leading zeros removed.

Percent
With Percent fields in Salesforce CRM, a percentage sign is automatically appended to the entered number. Fields values lose precision after 15 decimal places. If the decimal value is greater than 15 and a percent sign is added to the number, a runtime error occurs.

Phone
The Phone field allows the users in your organization to enter any telephone number.

Picklist
The Picklist field allows users to choose a value from a set of pre-defined text values. The maximum length of the text values is 255 characters.

Picklist (Multi-select)
The Picklist (Multi-select) field allows users to choose more than one picklist value from a set of pre-defined text values. When saving and viewing, the data is stored as text along with semi-colons which are used to separate the individual picklist values.

Roll-Up Summary
A Roll-up Summary field (or RUS) is used to automatically display the summarized values of the related records. This can be a record count of related records or a calculation of the sum, minimum, or maximum value of the related records.

Text
The Text field allows users to enter any combination of alphanumeric characters. The maximum length of the text value is 255 characters.

Text (Encrypted)
The Text (Encrypted) field allows users to enter any combination of alphanumeric characters. The text is then stored in an encrypted form (this data type is available by request to Salesforce support). The maximum length of the text value is 255 characters. Encrypted fields are encrypted with 128-bit master keys and use the AES (Advanced Encryption Standard) algorithm.

Text Area
The Text Area field allows users to enter alphanumeric characters on separate lines. The maximum length of the text value is 255 characters and a warning is displayed when the number is about to be reached (as shown in the screenshot above).

Text Area (Long)
The Text Area (Long) provides for the storage of up to 32,000 characters that display on separate lines similar to a Text Area field. However you can specify a lower maximum length of this field type from between 256 and 32,000 characters. This data type is not available for activities or products on opportunities. Only the first 254 characters in a rich-text area or a long-text area is displayed in a report.

Text Area (Rich)
Using the Text Area (Rich) data type your users are provided with text field with an embedded toolbar.  This toolbar allows for the simple formatting the text and provides for the adding of images and URL web links.

URL
The URL field allows users to enter a web link. When the web link is clicked the Salesforce CRM application opens a new browser window to show the web page.

 

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[Parul]

Has a limit of 100 custom fields (Professional Edition) in an object .

 

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[Parul]

Hi

Roles are one of the ways you can control access to records. They also impact reports (e.g. "My Teams" filter). Roles come into play if your security model (OWDs) are set to private. A little more on Roles and how they impact security:

Profiles help determine record privileges. Assuming the User can see the record, Profiles determine what the User can do, view or edit on that record. Profiles control other system privileges as well (mass email, export data, etc)

 

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[Parul]

Hi

The following fields are indexed by default:
Primary keys (Id, Name and Owner fields).
Foreign keys (lookup or master-detail relationship fields).
Audit dates (such as SystemModStamp).
Custom fields marked as External ID or Unique.

 

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[Parul]

Adding some more points:

Account Org-Wide Default must be set to at least “Public Read Only” in order to set the Contact Org-Wide Default to “Public Read/Write”.
– To share ALL contacts in the system with a group of users or a specific role, create a sharing rule that uses the “All Internal Users” (or “Entire Organization”) public group as the owned by option.
– Use “Roles and Subordinates” over “Roles” where possible to minimize the number of sharing rules.

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[Parul]

Hi,

<apex:map> components are not supported in Developer Edition. So you should be trying to run this in Sandbox of supported Production org(Enterprise, Unlimited, etc)

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[Parul]

hi

It's not possible to change the setting of child record because it is controllerd by the Parent record.

 

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[Parul]

Hi

 

Grant Access Using Hierarchies options are enabled for standard objects and they can not be changed.For custom objects we can change “Grant Access Using Hierarchies “settings . We can not change for standard object.

 

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[Parul]

Hi,

The problem is likely due to the value of your variables. If they contain special or invalid characters, those needs to be passed through encodeURIComponent before being assigned to window.location.href.

Note -: The encodeURIComponent() function encodes a Uniform Resource Identifier (URI) component by replacing each instance of certain characters by one, two, three, or four escape sequences representing the UTF-8 encoding of the character (will only be four escape sequences for characters composed of two "surrogate" characters).

[Parul]

hi

After Winter 14, If Community enabled, there will be two kind of OWD. External and Internal means what information should be visible to internal and external users. Also , there will be new setting named “Standard Report Visibility“. If it is checked user can see reports based on Standard report type even though they don’t have proper OWD and may expose sensitive information about internal user to external users (for example : Internal users role). If external user is getting an error whole running the report this setting may be one of the cause.

 

Read this.

 

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[Parul]

Hi Aman,

Hybrid cloud is a cloud computing environment that uses a mix of on-premises, private cloud and third-party, public cloud services with orchestration between the two platforms.

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[Parul]

Hi

Read this steps:

To create the master-detail relationship field to relate custom object with the account  objectFrom Setup, enter Objects in the Quick Find box, then select custom object
Click Review.
In the Custom Fields & Relationships related list, click New.
Select Master-Detail Relationship, and click Next.
In the Related To drop-down list, choose account, and click Next.
Click in the Field Name text box and enter the field name ----.
Select the Read/Write radio button.
Check Child records can be reparented to other parent records after they are created if you want to be able to change the relationship field’s value. If you leave this box unchecked, you can’t change the value in the future.
Click Next.
Accept the defaults in the remaining three steps of the wizard.
Click Save.

 

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[Parul]

Hi

I think To trend data in Analytics, you trend a report that's collecting that data.

 

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[Parul]

Adding some points:

 

Custom Report Types are a fantastically easy way to create complex, dynamic reports that go beyond standard Salesforce reports.. A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab. By default, you get given various standard reports that Salesforce generates automatically for you. These reports link standard objects together like Accounts with Opportunities, Opportunities with Products, as well as reporting on Objects on their own,

e.g. “Cases”. If you also create custom objects and add lookup/master-detail relationships, Salesforce will automatically create standard report types for these as well, such as Opportunities with Shipping or Opportunities and Shipping (Depending on whether it is a lookup or master-detail).

 

Custom report types can include up to 4 objects in a parent-child mode, include fields from lookups to other object as well as a whole bunch of other features, let’s take a deeper look. To get started on CRT please navigate to..

 

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[Parul]

There are four types of dashboard components in Salesforce.
Table
Chart
Gauge
Metric

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[Parul]

Hi

Adding some points:

Field update is one of the workflow actions available in Salesforce. Workflow is used to automate tasks, emails we regularly send and other record updates according to the organization requirement. Field update actions let you automatically update field values. These field updates are used in approval process and work flows.

How to Create Field Update:

Click on Setup --> Build --> Create --> Workflow & Approvals --> Field Updates

Click on the new field update, enter name in the name field, and if you don't enter a unique name, by default it takes the name whom you entered before.

Unique name is used by API and managed packages. The unique name field can contain only underscores and alphanumeric characters. The name cannot end with underscores and shouldn't consist of two consecutive underscores. Enter the description. Select object to which you want to update field. Next, fields are shown for the object which you want to update. Select one of the fields.

Select Re-evaluate workflow rules after field change option, if you want workflow rules on this object to be re-evaluated after the field value is updated. Therefore, upon selecting this option, Salesforce re-evaluates all workflow rules on the object if the field update results in a change to the value of the updated field.

In the specify new field value, options are available based on the field you choose to update. Some of them are:

Choose a specific value, which consists of space to enter the value.
Choose a blank value(null) if you want salesforce to remove any existing value and leave blank.
Choose use a formula to set the new value to calculate the value based on an expression, merge fields or other values.

 

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[Parul]

Hi

Adding some points:

What are Workflow Components available?
Workflow consists of the following components:
– Workflow Rules – trigger criteria for performing various workflow actions
– Workflow Tasks – action that assigns a task to a targeted user
– Workflow Email Alerts – action that sends an email to targeted recipients
– Workflow Field Updates – action that updates the value of a field automatically
– Workflow Outbound Messages – action that sends a secure configurable API message (in XML format) to a designated listener (not covered in this class)
Notes:
• Workflow Rules use workflow actions when their designated conditions are met. Workflow rules can be triggered any time a record is saved or created, depending on your rule settings. However, rules created after saving records do not trigger those records retroactively.
• Workflow Tasks are like task templates, containing the information a workflow rule uses to assign a task to specified users whenever specific business actions trigger the rule. Workflow tasks provide the Subject, Status, Priority, and Due Date for the tasks a rule assigns.
• Workflow Email Alerts are emails generated by a workflow rule using an email template. The emails are sent to designated recipients, either Salesforce users or others, whenever specific business actions trigger a workflow rule.
• Workflow Field Updates specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the value blank, or calculate a value based on a formula you create.
• Workflow Outbound Messages send the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.

 

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[Parul]

Hi

There are two Workflow types availble.

 

1. Immediate Workflow rule

Workflow rule fires immediately when the workflow criteria is met, and the associated actions (email alert/field update etc.,) will take place immediatlely.

 

2. Time Dependent Workflow rule

When the workflow entry criteria is met, associated actions (email alert/field update etc.,) will take place after a certain period of time. This time is based on the value that you set.

 

Different Workflow Actions:

Update a field
Send an email
Assign a task to a Salesforce User
Send an outbound message

 

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