[PRANAV]

Additionally, I don't find Campaign with Influenced Opportunities standard report type and also help me out in creating this report type.

As my task is to create a custom report for "View Campaign Influence Report" custom link.

Thanks

[PRANAV]

Hi

Thank you for your response. I am able to find an another way for it that through the WORKBENCH. In workbench --> Queries --> SOQL Query --> Choose the object, fields, and criteria to build a SOQL query. This will solve my query.

Hope it will help others also.

[PRANAV]

Hi Suraj,

Customer relationship management (CRM) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

Customer Relationship Management enables you to focus on your organisation’s relationships with individual people – whether those are customers, service users, colleagues or suppliers. CRM is not just for sales. Some of the biggest gains in productivity can come from moving beyond CRM as a sales and marketing tool and embedding it in your business – from HR to customer services and supply-chain management.

Importance of Customer Relationship Management Within a Business

• Targeted customer relationship management
• Communication channels
• Improved experiences
• Focusing your business
• New customers
• Cost effective
• Reputation management

Hope this helps you more.

[PRANAV]

Hi,

Thanks Mark for sharing my Blog Links.

Yes, Manpreet it will help you alot. If you still have some query please reply back.

 

[PRANAV]

Hi Archit,

A debug level is a set of log levels for debug log categories, such as Database, Workflow, and Validation. A trace flag includes a debug level, a start time, an end time, and a log type. The log types are DEVELOPER_LOG, USER_DEBUG, and CLASS_TRACING.

When you open the Developer Console, it sets a DEVELOPER_LOG trace flag to log your activities.

USER_DEBUG trace flags cause logging of an individual user’s activities.

CLASS_TRACING trace flags override logging levels for Apex classes and triggers, but don’t generate logs.

Hope this helps you.

[PRANAV]

Hey Manpreet,

Can you please give an example for more understanding. It would be much appreciated.

 

[PRANAV]

Hi Ankit,

Visualforce requires a "getter" and "setter" to reference a variable in the controller or extension. Without a getter or setter, even public or global variables cannot be referenced in Visualforce expressions.

Get methods are used to initialize a property(variable) in a class such that when a visualforce page calls that property - it can display its value on the vf page

The "get" method is used to pass data from your Apex code to your Visualforce page.. In our example we are not passing any value.. hence, when your page loads initially the textbox will have a empty value.

"get;" is basically: public *datatype* getVarName() { return varName; }

 

Set methods are used to assign a new value to the property.

The "set" method is used to pass values from your visualforce page to the controller... In our example the variable "userinput" will be storing the value entered in the textbox.

"set;" is basically: public void setVarName(*datatype* value) { varName = value; }

Hope this helps you.

 

[PRANAV]

Helo Uday,

BEST PRACTICES FOR VISUALFORCE PAGES

• Reduce or eliminate view state
• Evaluate SOQL for Efficiency
• Reduce use of Action tags
• Take Advantage of StandardSetControllers when dealing with lists of data
• Incorporate Best Practices with all JavaScript, CSS and Images

Hope this helps you more.

[PRANAV]

Hi

I haven't tested this, but I think it might work - replace all newlines with an HTML break:

for(Project__c mp : [select Id, Brief__c, Opportunity__r.Description from Project__cwhere Id = 'a10N0000001hF0WIAU'])
{
mp.Brief__c = mp.Opportunity__r.Description.replaceAll( '\\n', '<br/>' );
update mp;
}

Hope this helps you.

[PRANAV]

Hi Neha,

Please try to Remove an Account from Salesforce Authenticator (Version 2 or Later).

• Begin in a web browser, in your Salesforce account. From your personal settings, enter Advanced User Details in the Quick Find box, then select Advanced User Details. No results? Enter Personal Information in the Quick Find box, then select Personal Information.
• Find App Registration: Salesforce Authenticator, and click Disconnect.
• Open the Salesforce Authenticator app on your mobile device.
• In the app list of connected accounts, find the account you want to remove.
• Swipe left on the account username.
• Tap Remove or Delete, whichever appears.
  A confirmation dialog appears.
• To confirm the removal of the account, tap Remove.

Hope this helps you.

[PRANAV]

Hi Ankit,

database.query allows you to make a dynamic SOQL query at runtime. You can build up a string and then use that as a query string at run time in the database.query statement to make a SOQL call that is determined at run time.
database.getQueryLocator returns a Query Locator that runs your selected SOQL query returning list that can be iterated over in batch apex or used for displaying large sets in VF (allowing things such as pagination).

Hope this helps you.

[PRANAV]

Hi Ankit,

It depends on your need , if you want to run batch on records that can be filtered by SOQL then QueryLocator is preferable, but if records that you want to bee processed by batch can not be filtered by SOQL then you will have to use iteratable. 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.

Hope this helps you.

[PRANAV]

Hi Suyash,

To help customers with complex governance and compliance needs, Salesforce are introducing Salesforce Shield, a premium set of integrated services built natively in the Salesforce1 Platform. Salesforce Shield lets customers see who is doing what with sensitive data, know the state and value of their data going back up to ten years, and encrypt sensitive data at rest, while still preserving business functionality. It is declarative and can be setup in an afternoon with point and click tools. Salesforce Shield includes three core services:

• Event Monitoring
• Field Audit Trail
• Platform Encryption

Hope this helps you.

 

[PRANAV]

Hi Rachit,

There are a number of ways you can integrate SharePoint with Salesforce. However Microsoft has not released any API to facilitate direct Salesforce SharePoint interactions so we need to involve a third-party adapter or service. The different ways are:

• Integrating using a third party system installed adapter
• Integrating using a Microsoft Azure hosted service.
• Integrating using a third party integration service.

Hope this helps you.

[PRANAV]

Hi,

Salesforce will not accommodate a master detail relationship to a custom object that already contains data.

This is because creating a master detail relationship adds a new required field to the custom object (known as a "foreign key" to database administrators). Each data record in the object needs to have a valid value in the field -- it cannot be left blank.

• If the object ( detail ), that you want to relate to, does not yet have many records, a possible workaround is to delete the data in your custom object, and then add the master-detail relationship.
• If you don't want to lose all of your existing data, another approach is as follows:
  1. Create a Lookup relationship instead of a Master-Detail relationship. This adds the new "foreign key" field to the custom object, but it is not required to have a value for each data record. Do NOT make the Lookup "required".
  2. Add a valid value in the lookup (foreign key) field of each data record in the custom detail object. (You may need to create a custom tab to facilitate this data entry.)
  3. Edit the object relationship and change the relationship type from Lookup to Master-Detail.

Hope this helps you more.

[PRANAV]

Hi Saurabh,

Freeze:

• In some cases, you can’t immediately deactivate an account, such as when a user is selected in a custom hierarchy field. To prevent users from logging in to your organization while you perform the steps to deactivate them, you can freeze user accounts.
• Does not free up license(Just Prevent User Login).
• Freeze will block the user from Login but everything within the system pertaining to the user will be still intact. e.g. Agents freezing some one's Bank Account.

Deactivate:

• You can’t delete a user, but you can deactivate an account so a user can no longer log in to Salesforce.
• Able to free up a user license.
• Deactivate is the process of decommissioning the User and all its related License and few configurations as well. User Record , thought inactive, still exist in Salesforce, not sure why.

Hope this helps you more.

[PRANAV]

Hi Saurabh,

You can use either of this in Process Builder:

Record Type ID: [Object].RecordTypeId
This option must use the full 18 digit record type ID of the record type.

Record Type Name: [Object].RecordTypeName
This option needs to use the Display Name of the Record Type

Record Type Developer Name: [Object].RecordType.DeveloperName
This option needs to use the API name of the record type found on the "Record Type Name" field on the record type details page.

To get the record type ID, use Dev Console / Workbench and query:

SELECT Name, Id FROM RecordType Where SobjectType='<object name here>'
example:
SELECT Name, Id, SobjectType FROM RecordType Where SobjectType='Account'

Hope this helps you.

[PRANAV]

Hi,

Put the call to the future method inside startTest/stopTest:

Test.startTest();

myClass.futuremethod( someID );

Test.stopTest();

Test.stopTest() does not return until your future method has completed.

Hope this helps you.

[PRANAV]

Hi

Please elaborate more about your query.

What I understand from your query is that you want to know how to deploy sandbox components to prod via change set.

So here are the instructions to do so:

Authorize a Deployment Connection

1. Log into the organization that’ll receive inbound change sets. Usually this is the production organization associated with your sandbox.
2. From Setup, enter Deployment in the Quick Find box, then select Deployment Settings.
3. Click Edit next to the organization from which you want to receive outbound change sets. Usually this is your sandbox.
4. Select Allow Inbound Changes and click Save.

Create and Upload an Outbound Change Set

1. From Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets.
2. Click New.
3. Enter a name for your change set and click Save.
4. In the Change Set Components section, click Add.
5. Choose the type of component (for example, Custom Object or Custom Field), the components you want to add, and click Add To Change Set.
   If you are experimenting with a test custom object and custom field, try adding just one of them to the change set first.
6. Click View/Add Dependencies to see whether the components you’ve added to the change set are dependent on other customizations.
   In the case of the test custom object and custom field, the related component and page layout will both be listed.
7. Select the dependent components you want to add and click Add To Change Set.
8. Click Upload and choose your target organization.
   The outbound change set detail page displays a message and you get an email notification when the upload is complete.

Validate an Inbound Change Set

1. From Setup, enter Inbound Change Sets in the Quick Find box, then select Inbound Change Sets.
2. Click the name of a change set.
3. Click Validate.

Hope this helps you.

[PRANAV]

Hi Ajit,

You can refer to the "Creating Flex Charts Easily" standard salesforce document for this. That might help you alot.

[PRANAV]

Hi Himanshu,

You can try this by Installing CTI Adapters in salesforce org and then follow its standard guide to make thing happens.

Thanks

[PRANAV]

Hi Himanshu,

Create Chatter Rules

• If you'd like to push cases to your Chatter Feed, here is how to do it:
• Create a new rule of any Event Type
• Define your rule criteria
• Choose Execute Webhook > SalesForce Chatter as the rule action
• Specify the Chatter Message you want to send (You may merge information from the Desk.com case using Liquid Variables)

Hope this helps you.

[PRANAV]

Hi Naman,

You can try like this

[PRANAV]

Hi Himanshu,

Try the below code, or you can take an idea from this.

try {
// Query for the contact, which has been associated with an account.
Contact queriedContact = [SELECT Account.Name
FROM Contact
WHERE FirstName = 'Joe' AND LastName='Smith'
LIMIT 1];

// Update the contact's phone number
queriedContact.Phone = '415.555.1213';

// Update the related account industry
queriedContact.Account.Industry = 'Technology';

// Make two separate calls
// 1. This call is to update the contact's phone.
update queriedContact;
// 2. This call is to update the related account's Industry field.
update queriedContact.Account;
} catch(Exception e) {
System.debug('An unexpected error has occurred: ' + e.getMessage());
}

Hope this helps you.

[PRANAV]

Hi,

Hybrid apps give you the ease of JavaScript and HTML5 development while leveraging Salesforce Mobile SDK

• To develop Android hybrid apps for Mobile SDK 6.0, you need:
  Cordova 7.0.0.
  Cordova CLI 7.0.0 or later.
  Java JDK 1.8.x or later—www.oracle.com/downloads.
  forcedroid npm package, version 6.0.
  Android Studio 3.0 or later—developer.android.com/sdk.
  Android SDK and Android SDK Tools—Install from within Android Studio.
  Android Virtual Device (AVD)—Install from within Android Studio.
• To develop iOS hybrid apps for Mobile SDK 6.0, you need:
  Cordova 4.5.4.
  Cordova CLI 7.0.0 or later.
  Xcode version 9 or later. (We recommend the latest version.)
  iOS 10 or later.
  CocoaPods version 1.2 or later (cocoapods.org).
• Install Mobile SDK.
  Android Preparation
  iOS Preparation
• If you don’t already have a connected app, see Creating a Connected App. For OAuth scopes, select api, web, and refresh_token.
• Create a hybrid app.
• Run your new app.

Hope this helps you.