[Jade]

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

[Jade]

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

 

[Jade]

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

[Jade]

No Problem 🙂

[Jade]

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
    * 
    * before update -
    * Parameters - Trigger.New, Trigger.oldMap
    *  */
    public static void contactDateUpdate(List<Contact> newList, Map<Id, Contact> oldMap){
        Set<Id> accIds = new Set<Id>();
        for(Contact con : newList){
            if(con.AccountId != null){
                accIds.add(con.AccountId);
            }
        }
        
        Map<Id, Account> accountMap	= new Map<Id, Account>([SELECT Id, MyDate__c FROM Account WHERE Id IN: accIds]);
        for(Contact con : newList){
            if(oldMap == null && accountMap.get(con.AccountId).MyDate__c != null ){
            	con.MyDate__c = accountMap.get(con.AccountId).MyDate__c.addMonths(1);
            }else if(oldMap != null && con.AccountId != null && (con.MyDate__c == null || con.MyDate__c != oldMap.get(con.Id).MyDate__c || con.MyDate__c != accountMap.get(con.AccountId).MyDate__c)){
                con.MyDate__c = accountMap.get(con.AccountId).MyDate__c.addMonths(1);
            }
        }
    }
}

Hope this will help.

Thanks

Avinash

• This reply was modified 5 years, 9 months ago by  Jade.

[Jade]

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 - Trigger.New, Trigger.oldMap
     *  */
    public static void contactDateUpdate(List<Contact> newList, Map<Id, Contact> oldMap){
        Map<Id, List<Contact>> 	accContactMap 	= new Map<Id, List<Contact>>();
        
        for(Contact con : newList){
            if(oldMap == null && con.AccountId != null){
                if(accContactMap.containsKey(con.AccountId)){
                    accContactMap.get(con.AccountId).add(con);
                }else{
                    accContactMap.put(con.AccountId, new List<Contact>{con});
                }
            }else if(oldMap != null && con.AccountId != null && (con.MyDate__c == null || con.MyDate__c != oldMap.get(con.Id).MyDate__c)){
                if(accContactMap.containsKey(con.AccountId)){
                    accContactMap.get(con.AccountId).add(con);
                }else{
                    accContactMap.put(con.AccountId, new List<Contact>{con});
                }
            }
        }
        
		Map<Id, Account> accountMap	= new Map<Id, Account>([SELECT Id, MyDate__c FROM Account WHERE Id IN: accContactMap.keySet()]);        
        for(Id accId : accContactMap.keySet()){
            for(Contact con : accContactMap.get(accId)){
                con.MyDate__c = accountMap.get(accId).MyDate__c.addMonths(1);
            }
        }
    }
}

 

I hope this will help.

Thanks

Avinash

• This reply was modified 5 years, 9 months ago by  Jade.
• This reply was modified 5 years, 9 months ago by  Jade.
• This reply was modified 5 years, 9 months ago by  Jade.

[Jade]

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

[Jade]

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

[Jade]

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

 

[Jade]

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

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

[Jade]

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.

[Jade]

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

[Jade]

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

Can you please try with a fresh token ?

[Jade]

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

[Jade]

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 check: https://help.salesforce.com/articleView?id=code_add_users_debug_log.htm&r=https%3A%2F%2Fwww.google.com%2F&type=5

[Jade]

Analytics lens provides a wider view of your data. It works with datasets and dashboards.

Check out :https://trailhead.salesforce.com/en/content/learn/modules/wave_analytics_basics/wave_get_ready_for_trail

[Jade]

You will have to enable the community first of all, once done then you can create a community :

1. Setup -> Customize -> Communities -> All communities

2. Click the New Community button.  Select the Napili template

3. Enter the name of the Community and save the records.

[Jade]

Under your user profile, enable Development Mode and View State.

You should be able to see it on the page you're working on; it will be in the bottom section (the code editor).

[Jade]

Please check out following links :

Custom Buttons

Lightning Buttons

It's just that in lightning version custom buttons are not supported, you will have to work on the workaround using lightning component.

[Jade]

You can try reloading the window with callback method.

parent.location.reload();

For any issues setup console logs to understand the flow.

 

[Jade]

You can also explore report features here. Summary report on case to display only open cases and then group it by owner names.

 

[Jade]

Hi Anjali,

Now you should be able to understand that how lead assignment rules work in Salesforce.

Let us understand that when lead assignment rules get executed in Salesforce :

1. The original record is loaded from the database (or initialized for an insert statement)
   2. The new record field values are loaded from the request and overwrite the old values
   3. All before triggers execute (TRIGGERS)
   4. System validation occurs, such as verifying that all required fields have a non-null value, and running any user-defined validation rules (VALIDATIONS)
   5. The record is saved to the database, but not yet committed
   6. All after triggers execute
   7. Assignment rules execute
   8. Auto-response rules execute
   9. Workflow rules execute (WORKFLOW)
   10. If there are workflow field updates, the record is updated again
   11. If the record was updated with workflow field updates, before and after triggers fire one more time (and only one more time)
   12. Escalation rules execute
   13. All DML operations are committed to the database
   14. Post-commit logic executes, such as sending email

Thanks

[Jade]

You will have to play around with lightning: input here.

Reference : https://salesforce.stackexchange.com/questions/160160/show-custom-error-on-lightninginput

 

 

[Jade]

Hi Ratnakar,

You can try lightning map here. Please check out : https://developer.salesforce.com/docs/component-library/bundle/lightning:map/example

 

[Jade]

For Case Routing, you can explore Case Assignment Rules.

Some of the best practices are :

1) Round Robin Algorithm

2) Define a default case owner for last entry of case assignment rules so that in case if a case doesn't meet all the entries the case should be assigned to some user.