[Prachi]

Hi,

50 contacts

Enable Shared Activities. With shared activities, users can relate up to 50 contacts (but only 1 lead) to an event or a task.

Thanks.

[Prachi]

Hi,

Way to capture a lead-

To get started using lead management, from Setup, click Customize | Leads:

1.Click Fields to create custom lead fields that track information specific to your company. Also, map your custom lead fields to account, contact, and opportunity fields so that the data gets converted when users convert leads. Edit the Lead Statuspicklist to choose the default status for new and converted leads.
2.Click Settings to specify your default lead settings.
3.Click Assignment Rules to set up lead assignment rules that automatically assign leads.
4.Click Web-to-Lead to automatically capture leads from your website.

Thanks.

[Prachi]

Hi,

Objects which support business processes in salesforce are-

Lead
Opportunity
Case
Solution

You must create the business process before creating record types for each of above objects.
You can then associate each business process with one or more record types and make it available to users based on their profile.
In order to implement more than one business process, multiple record types must also be implemented.

Business Process Examples
Lead Processes:

– 3rd Party Leads
– Leads generated via campaigns
– Leads generated via a registration form

Opportunities Sales Processes:

– Inside Sales vs. Outside Sales
– New business vs. Existing Business (Up selling)

Case Processes:
– Customer Inquiries
– Internal Requests
– Billing inquiries

Thanks.

• This reply was modified 5 years ago by  Prachi.

[Prachi]

Hi,

Cases, Leads, Orders, Custom Objects can be assigned to Queue.

Thanks.

[Prachi]

Hi,

Lookup record will return only first matching record. If you want to get all matching record, you should use Fast Lookup. In the fast lookup it will show all the record with given prefix.

Fast lookups are more powerful, primarily due to a few key features that are not available in record lookups.

Furthermore, fast lookups can simplify your flow because you can store all fields in a single sObject variable, instead of having to create a new flow variable for each data point to be stored.

Thanks.

[Prachi]

Hi,

If the flow is used only internally, such as at a call center, use the fault path to display the error message to the running user. In the same Screen element, ask the user to report the error to the IT department. To do so, draw the fault connector to a Screen element with this Display Text field.

You can use a fault connector on these elements:

Apex Plug-in
Record Create
Record Update
Record Lookup
Record Delete
Fast Create
Fast Update
Fast Lookup
Fast Delete

Thanks.

[Prachi]

Hi Somendra,

Please follow the below link to create lookup field in salesforce flow-

https://www.jitendrazaa.com/blog/salesforce/creating-lookup-field-in-flow/

Thanks.

[Prachi]

Hi,

Force.com platform sites enables users to build or create public website using visualforce pages and applications using force.com platform that integrates directly with salesforce.com. Force.com sites are hosted in Force.com Servers so there are no date integration issues.

Using Force.com Sites you can build and serve public websites and applications directly from the Force.com platform. Force.com Sites are built using Apex and Visualforce but can also include simple HTML markup, JavaScript, CSS and Flash to create a visually compelling user experience.

Thanks.

[Prachi]

Hi,

S-Controls allow Salesforce developers to leverage HTML and Javascript to create custom pages and UI components. These customizations are used when an admin needs to work with a small set of records or fields, or if he or she needs to link to an external server.

S-controls provide a flexible, open means of extending the Salesforce user interface, including the ability to create and display your own custom data forms.

Scontrols get executed in the browser client-side.

Thanks.

[Prachi]

Hi,

When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. Any campaign members are moved to the new contact and the lead becomes read only. If an existing account and contact have the same names as those specified on the lead, you can choose to update the existing account and contact. Information from the lead is inserted only into blank fields; Salesforce does not overwrite existing account and contact data.

All open and closed activities from the lead are attached to the account, contact, and opportunity. You can assign the owner of the records, and schedule a follow-up task. When you assign a new owner, only the open activities are assigned to the new owner. If you have custom lead fields, that information can be inserted into custom account, contact, or opportunity fields. Converted leads can't be viewed, although they appear in lead reports. Salesforce updates the Last Modified Date and Last Modified By system fields on converted leads when picklist values included on converted leads are changed.

Thanks.

[Prachi]

Hi,

Merge Fields-
If information needs to be pulled from Salesforce and put into a DocuSign Envelope, Merge fields can be used to pull from Salesforce fields directly. Writeback can be used to push information back to Salesforce fields.

DocuSign Merge Field options:

1.Allow Writeback to Salesforce: Only available when Relate to Salesforce is selected. Select this check box to automatically update the Salesforce data when the data is changed by a signer.
2.Allow sender to edit custom fields: Only available when Relate to Salesforce is selected. Select this check box to let senders modify the value of the custom tag when the tag is added to a document during the sending process.

Thanks.

[Prachi]

Hi,

setTargetObjectId(targetObjectId) is used while sending email from Apex code using SingleEmailMessage.

Required if using a template, optional otherwise. The ID of the contact, lead, or user to which the email will be sent. The ID you specify sets the context and ensures that merge fields in the template contain the correct data.

Thanks.

[Prachi]

Hi,

The setToAddresses() function sets the to field of the email. This function takes a string list as an input and hence we have created a string list object and added the to address to that string.

Thanks.

[Prachi]

Hi,

DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. All your Salesforce documents are digitized for your records, following rigorous security certifications and standards to ensure your documents are safe and scalable.

Thanks.

[Prachi]

Hi Yogesh,

1.With findIndex() method we return the index of the first element in the array that satisfies the provided testing function.

use case of findIndex()-

-> FIND INDEX OF A FRUIT WITH FINDINDEX()
Firstly we will find the index of a fruit inside a fruit array using arrow functions:

const fruits = ["apple", "banana", "cantaloupe", "blueberries", "grapefruit"];<br/>// find the index of the "blueberries"
const index = fruits.findIndex(fruit => fruit === "blueberries");
console.log(index); // 3
console.log(fruits[index]); // blueberries
As a use case this is good when we want to find the first item that matches our condition when it exists in the array. Otherwise, it returns -1, indicating no element passed the test.

->FIND THE ODD ELEMENT WITH FINDINDEX()
Also this is another example to find the odd element inside an array:

let arr = [2, 4, 6, 8, 9, 10, 12];
// create the function to check if the item is odd
function isOdd(i) {<br/> return i % 2 !== 0;<br/>}<br/>//return the index
arr.findIndex(isOdd);

2.Using find() method we return the value of the first element in the array **that satisfies the provided testing function.

Use case of find()-

->FIND THE FRUIT OBJECT WITH FIND()
const inventory = [
{name: 'apples', quantity: 2},
{name: 'bananas', quantity: 0},
{name: 'cherries', quantity: 5}
];
// look for fruit with the name property of "cherries"
const result = inventory.find( fruit => fruit.name === 'cherries' );

console.log(result) // { name: 'cherries', quantity: 5 }
Above example shows how we can find an object inside an array using find() method looking for an object property( name here).

->FIND THE ODD ELEMENT WITH FIND() THIS TIME
let arr = [2, 4, 6, 8, 9, 10, 12];
// create the function to check if the item is odd
function isOdd(i) {<br/> return i % 2 !== 0;<br/>}<br/>//return the number this time
arr.find(isOdd);

Similar function being passed to find(0 but this time we have found the actual number.

Thanks.

[Prachi]

Hi ,

Each dashboard can have up to 20 components.
Thanks.

[Prachi]

Hi Piyush,

With custom development, there are many ways you can capture leads with custom Visualforce pages, but as far as core functionality, there are 3 main ways you'd get your leads into Salesforce:

1. Manual entry on the lead page

2. Data import via the import wizard, Data Loader, or a 3rd party tool (good for mass imports)

3. Web-to-lead to capture leads directly from your website-

To get started using lead management, from Setup, click Customize | Leads:

-Click Fields to create custom lead fields that track information specific to your company. Also, map your custom lead fields to account, contact, and opportunity fields so that the data gets converted when users convert leads. Edit the Lead Statuspicklist to choose the default status for new and converted leads.
-Click Settings to specify your default lead settings.
-Click Assignment Rules to set up lead assignment rules that automatically assign leads.
-Click Web-to-Lead to automatically capture leads from your website.

Thanks.

[Prachi]

Hi,

1. &amp;&amp;
-> isEnabled &amp;&amp; hasPermission
Returns true if both operands are individually true.If you have more than two arguments, you can chain multiple &amp;&amp; operations.

This syntax is awkward in markup so we recommend the alternative of using the and() function when you have two arguments. For example, and(isEnabled, hasPermission). The and() function only works with two arguments.
2.||
->hasPermission || isRequired
Returns true if either operand is individually true.If you have more than two arguments, you can chain multiple || operations.

You can alternatively use the or() function when you have only two arguments. The or() function only works with two arguments.
3.!
->!isRequired
Unary operator. Returns true if the operand is false. This operator should not be confused with the ! delimiter used to start an expression in {!. You can combine the expression delimiter with this negation operator to return the logical negation of a value, for example, {!!true} returns false.

Thanks.

[Prachi]

Hi,

Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile. They are used to drive which page layouts users see when viewing records, based on their user profile.

Thanks.

[Prachi]

Hi Yogesh,

Steps For  URL Encryption :

Generate an AES key  to perform Encryption
Blob key = Blob.valueOf(‘aAk!h@37WQ9bsAfk’);

2 . Create a Encoded cypher text.

Here we are encoding accountid into cypertext .  so consider acc.id as account id .

string encodedCipherText = EncodingUtil.base64Encode(Crypto.encryptWithManagedIV('AES128', key, Blob.valueOf(acc.Id)));
3. Encode cypher text using  URLEncode method

string encodedId = encodingUtil.URLEncode(encodedCipherText,’UTF-8′);

4. Now Embed encodeId to your visualforce page url like

https://c.visualforce.com/apex/visualforcePage?id=’+encodedId

Code for Encryption

Blob key = Blob.valueOf('aAk!h@37WQ9bsAfk');
string encodedCipherText = EncodingUtil.base64Encode(Crypto.encryptWithManagedIV('AES128', key, Blob.valueOf(c.Id)));
string encodedId = encodingUtil.URLEncode(encodedCipherText,'UTF-8');

Encrypted_URL__c = 'https://c.visualforce.com/apex/visualforcepage?id='+encodedId));

Thanks.

[Prachi]

Hi Yogesh,

Try this-

Schema.SObjectType.sObjectApiName.getRecordTypeInfosByName().get('Record Type Name').getRecordTypeId();

example

system.debug(Schema.SObjectType.account.getRecordTypeInfosByName().get('person').getRecordTypeId())

Thanks.

[Prachi]

Hi Laveena,

You can't get rid of Date Filter in salesforce  as they're included in every report by default and can't be removed.

Thanks.

[Prachi]

Hi Piyush,

A system administrator should use Profiles to disable an application for a group of users in salesforce.

Thanks.

[Prachi]

Hi Piyush,

Manual sharing is available:
1.To the record owners, their managers in the role hierarchy, and administrators.
2.For objects set as public read-only or private in organization-wide defaults.

Thanks.

[Prachi]

Hi Piyush,

In Setup, enter Company Information in the Quick Find box, then select Company Information and click Edit. Ensure that your selected currency locale is the defaultcurrency that you want to use for current and future records. Enable Activate Multiple Currencies, and then save your changes.

Thanks.