Shiv Kumar Sharma
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vishakha replied to the discussion How can I export Lightning Experience Navigation Menus config? in the forum Salesforce® Discussions 2 years ago
Reply to How can I export Lightning Experience Navigation Menus config?
To export lightning Experience navigation menus config
Export Lightning Experience Components using Eclipse IDE and make sure you are using apex API version 33.0
1. Open Eclipse package.xml
2. Use following package.xml code3. Right click on your Project Force.com -> Refresh from server.
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vishakha replied to the discussion How to Track field history on Opportunity Line Items? in the forum Salesforce® Discussions 2 years ago
Reply to How to Track field history on Opportunity Line Items?
To track the field history on Opportunity line items is by using Custom Object and Trigger not with the Standard History Tracking.
for this Create an object with the name History Tracking
Secondly, creating a trigger on object where you want to track fields. -
vishakha replied to the discussion What is the knowledge base in Salesforce Service Cloud? in the forum Salesforce® Discussions 2 years ago
Reply to What is the knowledge base in Salesforce Service Cloud?
Your Salesforce Knowledge base is built from knowledge articles. These are documents that include information on processes, like how to reset your product to its defaults, or frequently asked questions, like how much storage your product supports. By having this information readily available to your team, it will help to ensure that everyone is…
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vishakha replied to the discussion Explain the customization in Salesforce Service Cloud. in the forum Salesforce® Discussions 2 years ago
Reply to Explain the customization in Salesforce Service Cloud.
To know the customization in Salesforce service cloud for your team, you will need to identify the objects that your team will be using. You may also need to make changes to standard fields. Consult the experts of service cloud https://www.forcetalks.com/salesforce-service-cloud-consultants/
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vishakha replied to the discussion Attachment file after Lead Conversion in the forum Salesforce® Discussions 2 years ago
Reply to Attachment file after Lead Conversion
I you have a situation where we have files attached to a lead. When we convert the lead, the attached file is stored in the Account object and not opportunity.
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vishakha replied to the discussion Edit an Email Template from a Visualforce page in the forum Salesforce® Discussions 2 years ago
Reply to Edit an Email Template from a Visualforce page
To edit t and view the email template in Visualforce page refer this link, hope it helps https://help.salesforce.com/s/articleView?id=sf.admin_viewing_emailtemplates.htm&type=5
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vishakha replied to the discussion How to get the city or state information based on zip code? in the forum Salesforce® Discussions 2 years ago
Reply to How to get the city or state information based on zip code?
To get the city or state information based on Zip code, what you can do is create a map with zip code as a key and query to obtain the required values.
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vishakha replied to the discussion What is CRM life cycle in Salesforce? in the forum Salesforce® Discussions 2 years ago
Reply to What is CRM life cycle in Salesforce?
CRM life cycle basically consists of 4 cycles
1. Marketing Stage
2. Sales Stage
3. Product Stage
4. Support Stage
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vishakha replied to the discussion compact layout assignment in the forum Salesforce® Discussions 2 years ago
Reply to compact layout assignment
In the compact layout assignments, If you want to edit the management settings for an object, go to Compact Layouts. Click Compact Layout Assignment. Select a compact layout to use as the primary compact layout for this object. In the Record Type Overrides section, select one or more record types to that you want to assign a compact layout to.…
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vishakha replied to the discussion Report Opportunities with no open or expired activities in the forum Salesforce® Discussions 2 years ago
Reply to Report Opportunities with no open or expired activities
The Report Opportunities with no open or expired activities can be explained in detail https://salesforce.stackexchange.com/questions/252489/report-for-opportunity-with-contact-roles-have-wrong-data
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vishakha replied to the discussion What are the different ways to delete apex Class from production in Salesforce in the forum Salesforce® Discussions 2 years ago
Reply to What are the different ways to delete apex Class from production in Salesforce
1. Install the Ant Migration Tool.
2. Connect to the production instance and find the class or trigger that you want to delete.
3. Retrieve the matching class or trigger and change the Status XML tag from Active to Deleted.
4. Or, to disable the trigger, change it to Inactive (NOTE: Apex class Status can only be changed to "Active" or "Deleted,"…
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vishakha replied to the discussion How to show a datatable of contacts and opportunites related to an account LWC? in the forum Salesforce® Discussions 2 years ago
Reply to How to show a datatable of contacts and opportunites related to an account LWC?
To show contacts and opportunities in the LWC account, you can check this link https://salesforce.stackexchange.com/questions/298048/need-help-with-lwc-trying-to-create-datatable-to-show-related-contacts-with
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vishakha replied to the discussion How can I show a date time field on visualforce page based on users current time zone? in the forum Salesforce® Discussions 2 years ago
Reply to How can I show a date time field on visualforce page based on users current time zone?
To show a date time field on visualforce page based on user's current time zone the code can be written as
<apex:outputText value=”{! NOW()}” /> – it will show GMT time. <apex:outputText value=” {! NOW()}” /> – it will show time in your local time zone (note that blank space has been added before the left brace) -
vishakha replied to the discussion Multiple If statements in the forum Salesforce® Discussions 2 years ago
Reply to Multiple If statements
The IF function allows you to compare a value to what you expect by testing for a condition and returning a result if it is True or False. This can be helpful in making decisions or taking actions based on specific conditions.
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vishakha replied to the discussion Questionnaire to link with opportunity record? in the forum Salesforce® Discussions 2 years ago
Reply to Questionnaire to link with opportunity record?
If you are looking for a questionnaire to link opportunity records, Refer this http://salesforce.stackexchange.com/questions/111855/create-a-button-that-opens-a-questionnaire-that-then-gets-attached-to-the-opport
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vishakha replied to the discussion automate exporting reports in the forum Salesforce® Discussions 2 years ago
Reply to automate exporting reports
When looking to automate reports
- Click the "Report" button to generate a new report. The "Create Report" dialog will appear.
- From here, you can select the report type, data set, and file format.
- Click the image to enlarge it.
Select the "Data export for automation" report type.
Select the options you need:
- Data sets: Select the data…
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vishakha replied to the discussion Salesforce Rest API Issue. Metadata/DeployRequest in the forum Salesforce® Discussions 2 years ago
Reply to Salesforce Rest API Issue. Metadata/DeployRequest
When you want to talk about the status of your development using the Rest resources, check this link which clearly explain this all : https://developer.salesforce.com/docs/atlas.en-us.224.0.api_meta.meta/api_meta/meta_rest_deploy_checkstatus.htm
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vishakha replied to the discussion How many standard profiles are available in Salesforce? in the forum Salesforce® Discussions 2 years ago
Reply to How many standard profiles are available in Salesforce?
When you are talking about the standard profiles available in Salesforce, out of many the major types of the profile are
- System Administrator
- Standard User
- Read Only
- Solution Manager
- Marketing User
- Contract Manager
Vamshi -
vishakha replied to the discussion How to upload the file on Anaplan without initial upload of file through user in in the forum Salesforce® Discussions 2 years ago
Reply to How to upload the file on Anaplan without initial upload of file through user in
When you are uploading first time on Anaplan, you need to set up import actions within Anaplan. Refer to this article to know how it can be done without the initial upload of the file through the user interface https://community.anaplan.com/t5/Anaplan-Platform/Uploading-file-Via-REST-API-and-Triggering-Imports/td-p/51791
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vishakha replied to the discussion What Is Property In Salesforce Apex? Explain With Advantages? in the forum Salesforce® Discussions 2 years ago
Reply to What Is Property In Salesforce Apex? Explain With Advantages?
In Apex, variables are declared as private by default following the capsulation practice from Java. To make these variables accessible outside the class, setters and getters need to be created. Read about it here:
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