Radhakrishna Makkena
IndividualForum Replies Created
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Hello Saurabh,
Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...).
Events have a start and end time, which tasks do not. They can have invitees (Tasks can't) and by default do not have a status and they show up on your callendar, as a time block to represent the duration.
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Hello Saurabh,
Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify. To enable conditional highlighting, your report must contain at least one summary field or custom summary formula.
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Hello Manpreet,
Allocate the approvers dynamically to the record. Populate the approvers in the user lookup fileds in the record.
In static approval process, we have to define the approvers in the approval process. Meaning whenever the record matches the approval process condition and approval process fires and associate the record to the approver which we define in approval process.
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Hello Manpreet,
In User Interface, Menu Settings you have to uncheck the "Use Bulk API" checkbox :
This can be double-check in config.properties file :
sfdc.useBulkApi=falseBTW, the config.properties file is located in %APPDATA%\saleforce.com\"Data Loader <version>" where version is the installed version of dataloader (31.0.0 for example)
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Hello Manpreet,
Junction object is an object which helps to create many to many relationship. It can be achieved through 2 master-details relationships with 2 masters and a common detail(child) object between them.
The comon child is called as Junction object.Is Parent Project, Child Project & Project are different objects? If not, then a simple lookup will serve the purpose. If you want to connect a Project with parent and child projects, create lookups on Project.
Also you can create a new custom object to store child Project. You can have master- child relationship where your main Project will be act like parent and child project will act like child project. As it's one to many, one Project can have multiple child project.
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Hello Michael,
Will guide you about this, have a look below tutorials may help you
https://resources.docs.salesforce.com/206/latest/en-us/sfdc/pdf/basics.pdf
http://www.salesforcetutorial.com/categorysalesforce-tutorial/
https://resources.docs.salesforce.com/206/latest/en-us/sfdc/pdf/basics.pdf
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Hello Suraj,
I have a page reference that returns me to the object the user started on. It works great, except the URL is still the Visualforce page. It was my understanding that setRedirect(true) accomplished this. I know it used to work like this, but at some point this functionliaty changed and it no longer updates the url.
Anyone know how I can accomplish the URL to be updated with my page reference? It's causing some minor confusion when people "refresh" and end up going to the VF page they just left.
public PageReference SaveProducts() { PageReference ReturnPage = new PageReference('/' + Master.id); ReturnPage.setRedirect(true); return ReturnPage; } -
Hello Suraj,
Aura is a UI framework for developing dynamic web apps for mobile and desktop devices, while providing a scalable long-lived lifecycle to support building apps engineered for growth. It supports partitioned multi-tier component development that bridges the client and server.
Aura comes with a rich and extensible component set to kick start building apps. You don’t have to spend your time optimizing your apps for different devices as the components take care of that for you.
The framework intelligently utilizes your server, browser, devices, and network so you can focus on the logic and interactions of your apps.
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Hello Suraj,
An HTML table that is defined by iterating over a set of data, displaying information about one item of data per row. The body of the < apex:dataTable > contains one or more column components that specify what information should be displayed for each item of data. The data set can include up to 1,000 items.
apex:pageBlockTable – A list of data displayed as a table within either an < apex:pageBlock > or < apex:pageBlockSection > component, similar to a related list or list view in a standard Salesforce page. Like an < apex:dataTable >, an < apex:pageBlockTable > is defined by iterating over a set of data, displaying information about one item of data per row. The set of data can contain up to 1,000 items.The body of the < apex:pageBlockTable > contains one or more column components that specify what information should be displayed for each item of data, similar to a table. Unlike the < apex:dataTable > component, the default styling for < apex:pageBlockTable > matches standard Salesforce styles. Any additional styles specified with < apex:pageBlockTable > attributes are appended to the standard Salesforce styles.
apex:repeat – This tag is used as for loop (for list) in apex. You can iterate a list.
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Hello Saurabh,
This may help you.
Below is some code to get you started. You will need to add it to your controller or controller extensionpublic static String GetUserIPAddress() {
string ReturnValue = '';
ReturnValue = ApexPages.currentPage().getHeaders().get('True-Client-IP');
if (ReturnValue == '') {
ReturnValue = ApexPages.currentPage().getHeaders().get('X-Salesforce-SIP');
} // get IP address when no caching (sandbox, dev, secure urls)
system.debug('USER IP ADDRESS: ' + ReturnValue);
return ReturnValue;
} // GetUserIPAddress
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Hello Saurabh,
View All permission overrides the sharing rules and allows people with that permission to view all records for that object. There are specific use cases where the View All permission may be appropriate for a specific profile, but in general that permission should be used rarely. To restrict access of certain accounts for users in that profile, you would need to remove that permission and instead set up additional sharing rules as needed.
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Hello Saurabh,
Maintaining clean and accurate data is one of the most important things you can do to get the most out of Salesforce. Use Data.com duplicate management to control whether and when users can create duplicate records in Salesforce; customize the logic that’s used to identify duplicates; and create reports on duplicates that users save.
Duplicate management features are set up and turned on by default for business accounts, contacts, and leads. To use duplicate management for person accounts, enable person accounts, and then activate person account matching and duplicate rules in Setup.
Here’s how duplicate management works.
When a user tries to save a new record, the record is first compared with existing Salesforce records to identify possible duplicates. The criteria used to compare records and identify the possible duplicates are defined by a matching rule. Next, a list of possible duplicates is returned. What happens when the record being saved is identified as a possible duplicate depends on what’s defined in the duplicate rule. For example, the duplicate rule could block users from saving the possible duplicate record or allow them to save it anyway. Both the Block and Allow options include an alert, which tells users why they can’t save the record and what to do about it. The Allow option includes the ability to report on the duplicate records.
When a user tries to save an edited record, the record is checked to see if the user has changed the value of a matching rule field. If so, the duplicate management process works as described for new records. If not, no further action is taken and duplicates are not detected.
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Hi Saurabh,
When importing date fields using the Data Loader, sometimes dates import incorrectly because the Data Loader converts the date specified in the imported .csv file to GMT. If your machine’s time zone isn’t GMT or if your machine’s clock adjusts for daylight savings time (DST), your dates may be off by a day.
To prevent the Data Loader from adjusting the date when it converts to GMT, directly change the format of cells containing dates to reflect the native time zone.
Open your .csv file in Microsoft® Excel®.
In each cell in which you entered dates, add hour data to represent the native time zone. For example, if the date is June 9, 2011 and the time zone is GMT+8, enter June 9, 2011 8:00. Excel will reformat this to 6/9/2011 8:00.
Right-click the cell in which you entered dates, and click Format Cells.
Click Number | Custom.
In Type, enter yyyy-mm-ddThh:mm:ss.sssZ. For example, if the cell was 6/9/2011 8:00, it’s now 2011–06–09T08:00:00.00Z.
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Hello Manpreet,
You can select a combination of up to 20 standard and custom fields per object.
You cannot track the following fields:
History of formula, roll-up summary, or auto-number
Created By and Last Modified By
Expected Revenue field on opportunities
Master Solution Title or the Master Solution Details fields on solutions; these fields display only for translated solutions in organizations with multilingual solutions enabled.You can do this by using history tracking on your object. Enable history tracking for the field which you want to track.
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Custom Fields Allowed Per Object
Limits for the number of custom fields by edition.
The number of custom fields allowed per object varies according to your Salesforce Edition. The maximum number of activities, long text area fields, rich text area fields, relationship fields, and roll-up summary fields varies as well.
An object can contain unlimited rich text area and long text area fields, although your edition’s limit for total custom fields allowed on an object, regardless of field type, applies. Each object can contain 1,600,000 characters across long text area and rich text area fields. When you create a long text area or rich text area field, you set a character limit for the field—the maximum length of the text that can be entered. The default character limit for long text area and rich text area fields is 32,768 (32 KB). The maximum character limit for long text area and rich text area fields is 131,072 (128 KB). The minimum character limit is 256. The maximum size of an image that can be uploaded in a rich text area field is 1 MB.
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Hi Sushma,
This may help you:
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Hello Mohit,
Salesforce does not allow direct field to field comparison in SOQL query.
To achieve this you may create a formula field that will compare fields and return a value (like true or false) which you may use in a WHERE clause.
So for the above query, you could create a formula field on User object with return type Text e.g. NameCompare, with the formula
IF(User.FirstName != User.LastName, 'true', 'false')
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Salesforce is working on multi-tenant big data store using HBase, which is an open-source database. Salesforce is also working on the Phoenix project, which allows one to run low-latency queries on top of HBase.
Initially, Big Objects will come with less functionality and more scalability. So you would want to use these Big Objects only if record count > 100 million and you can live with some platform limitations.
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Salesforce Junction Object is used to create many to many relationships between objects. If you take the Recruiting application example, you can see that a Position can be linked to many Candidates, and a Candidate can apply for different Positions. To create this data model you need a third object "Job Application" that links the 2.
So you'd create a lookup field for both Position and Candidate object on the "Job Application" object. This will establish many to many relationship between Position and Candidate via the "Job Application" object known as the junction object.
Fore more information, read this article http://wiki.developerforce.com/page/A_Deeper_look_at_SOQL_and_Relationship_Queries_on_Force.com
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Yes it is possible. Please follow the steps below:
Step 1: Authentication request is sent to the adapter by Salesforce.
Step 2: The adapter forwards the request to SharePoint.
Step 3: After authenticating the information, SharePoint passes the security token for further use.
Step 4: The adapter receives the token and thereafter sends it to Salesforce.
Step 5: The token is used as an authentication key, Salesforce then send a request to view the accessible files and folders.
Step 6: The Adapter then forwards the request along with the token and subsequently receives an output. It then again passes on to the Salesforce installation.
Step 7: Either of the two things happen: First being either the token expires and the process is repeated again or secondly using the same token, more requests are sent and received.Thanks
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- Click New Quote on the Quotes related list on an opportunity. The Subtotal, Discount, Total Price, and Grand Total fields show values from the opportunity.
- Complete the fields.
- Save your changes A unique quote number is added.
Products on the opportunity are copied to the quote as line items.
The grand total is recalculated based on the taxes and shipping information that you entered.
To add a line item to a quote:
Click Add Products (Lightning Experience) or Add Line Item (Salesforce Classic) in the Quote Line Items related list.
If no price book was selected on the opportunity, select a price book for the quote. Otherwise, the quote uses the opportunity’s price book.
Enter search criteria in the lookup to locate a line item.
Select the products that you want to add, and then click Next (Lightning Experience) or Select (Salesforce Classic).
Complete the fields. The sales price defaults to the product’s list price as recorded in the price book. Depending on your permissions, you can edit the sales price.
Save your changes.The line items are added to the Quote Line Items related list. The grand total in the detail section is the sum of the related line items. The discount is the average discount for the line items.Thanks
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The Web-To-Case feature provides an easy way for Service & Support customers to create a form on their web site that collects some field values and automatically creates a Case within salesforce.com. However, sometimes customers have more complex requirements for what their web form should look like and how the case creation process should happen.
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Salesforce Connect lets your Salesforce org access data from a wide variety of external systems. You can integrate tables from SAP® NetWeaver Gateway, Microsoft Dynamics® NAV, and many other data sources in real time without writing a single line of code. Previously, the only way to integrate external data with Salesforce was to use extract, transform, and load (ETL) tools. That process is time consuming and requires you to copy data into your org that you might never use or quickly becomes stale. In contrast, Salesforce Connect maps data tables in external systems to external objects in your org.
External objects are similar to custom objects, except that they map to data located outside your Salesforce org. External object data is always up to date. Salesforce Connect provides a live connection to external data rather than a copy that consumes storage and must be regularly synced. Accessing an external object fetches the data from the external system in real time.
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utility bar is a persistent bar that allows a user to continually use the app to complete tasks while expanding/collapsing utility panels.
https://resources.docs.salesforce.com/204/latest/en-us/sfdc/pdf/utility_bar_impl_guide.pdf