There are multiple CRM platforms available now a days, to name them a few :

1. Salesforce
2. Microsoft CRM
3. Zoho
4. Sugar CRM
5. Netsuite

Custom settings are like custom objects and in Salesforce there are two types of custom settings available :

1. List Custom Settings
2. Hierarchical Custom Settings

Please follow this article for more details.

Link : https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_customsettings.htm

You can do it from the command line.

Please check : https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/command_line_intro.htm

No Problem

Hi Pavan,

Above was a rough code to achieve the requirement.. Although that will also work in every scenario.

Please find more optimized code for the same -

public class ContactTriggerHelper {
    
    /* *call this method on before Insert and before upate of Contact
    * before insert -
    * Parameters - Trigger.New, null
    * 
    *…

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Hi Pavan,

You can achieve it in before Insert and before update of the contact.

PFB the code for the same -

public class ContactTriggerHelper {
    
    /* *call this method on before Insert and before upate of Contact
     * before insert -
     * Parameters - Trigger.New, null
     * 
     * before update -
     * Parameters -…

Read more

There are some prebuilt themes already available in Salesforce for the community. You can always customize and change the branding as per your business needs.

Please check out available features here: Salesforce Community

Please check out this article for trigger context variables: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_context_variables.htm

Please check out this article for trigger context variables :https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_context_variables.htm

Please refer this article : https://help.salesforce.com/articleView?id=app_for_outlook_overview.htm&type=5

You can use the quote standard object in Salesforce and generate documents.

Please let us know how do you want to automate the process.

Hi Promila,

What is the issue that you see with case?

By populating " related to" field you should be able to link a task with case.

Hi Promila,

What is the issue that you see with case?

By populating " related to" field you should be able to link a task with case.

Triggers should be written in bulkified manner. Setup some debug logs and try to understand the flow of apex trigger along with the events.

Apex Trigger

It seems like there is some problem with your connected app settings.

Can you please try with a fresh token ?

That's tricky and you will have to play with lightning: tree attribute.

Resources: https://developer.salesforce.com/docs/component-library/bundle/lightning:tree/examples

In order to debug and understand the flow of automated processes in user perspective with system context.

You can debug Apex classes, Apex triggers, workflows, approval process and also define configure trace flags and debug levels.

Please… Read more