[shradha jain]

Hi Prachi,

You can use SAQL (Salesforce Analytics Query Language) to access data in Analytics Cloud datasets.
Analytics Cloud uses SAQL behind the scenes in lenses, dashboards, and explorer to gather data for visualizations. Users don’t write SAQL statements, they use the UI and the app makes the queries.

Developers can write SAQL to directly access Analytics data via:

• Analytics REST API :Build your own app to access and analyze Analytics data or integrate data with existing apps.
• Dashboard JSON :Create advanced dashboards. A dashboard is a curated set of charts, metrics, and tables.

[shradha jain]

Hi,

Email service is special processes that use Apex classes to process incoming email messages. When you set up an email service, we need to generate a special email address in which salesforce will receive your emails.You can use email services to process the contents, headers, and attachments of inbound email. For example, you can create an email service that automatically creates contact records based on contact information in messages.You can associate each email service with one or more Salesforce-generated email addresses to which users can send messages for processing.

To use email services, from Setup, enter Email Services in the Quick Find box, then select Email Services.

• Click New Email Service to define a new email service.
• Select an existing email service to view its configuration, activate or deactivate it, and view or specify addresses for that email service.
• Click Edit to make changes to an existing email service.
• Click Delete to delete an email service.

[shradha jain]

Hi Anjali,

One more thing that is not supported in joined report is:

You can’t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports.

[shradha jain]

Hi,

Future methods can be accessed from any class and not depend on any class instance hence it is declared as Static.Also Static keyword make it as utility method rather than normal class method. Future method runs on it own thread, so it cannot return any values to previous instance.

[shradha jain]

Hi,

To bulkify your code means to combine repetitive tasks in Apex! It’s the only way to get around Governor Limits .

For Example:

This code is not bulkified and will go over the 150 DML statements limit:

// Remember that up to 200 records can be in Trigger.new
for (Opportunity opp : Trigger.new) {
Task t = new Task();
t.Name = 'Give your prospect a free t-shirt';
t.WhatId = opp.Id;
insert t; // You'll get an error after the 150th opp!
}

This code is bulkified and will not hit any governor limits. It uses Lists and will only do one DML statement no matter how many records are in the trigger:

// Do an insert DML on all tasks at once using a List
List<Task> taskList = new List<Task>();
for (Opportunity opp : Trigger.new) {
Task t = new Task();
t.Name = 'Give your prospect a free t-shirt';
t.WhatId = opp.Id;
taskList.add(t);
}
insert taskList; // Notice this is outside the loop

[shradha jain]

Hello suniti,

Each time batch Apex is invoked, it creates an AsyncApexJob record. You can use the ID of this record to construct a SOQL query to retrieve the job’s status and progress. Apex creates one additional AsyncApexJob record of type BatchApexWorker for internal use for every 10,000 AsyncApexJob records.

[shradha jain]

Hi Avnish,

System.assertEquals() is used to validate two values are equal. Basically it is used in test method. This method asserts that the first two arguments, x and y are the same, if they are not a runtime exception is thrown.

Example:

Account ac=new Account(name=’testName’);

Insert ac;

Account acc=[select id,name from account where id=:ac.id];

System.assertEquals(acc.name, ‘testName’);

[shradha jain]

Hi Anurag,

The different tchart types available for Dashboards are:
Chart:Use a chart when you want to show data graphically. You can choose from a variety of chart types.

Gauge:Use a gauge when you have a single value that you want to show within a range of custom values. For example, to create a dashboard that measures where your current closed opportunity amounts fall within a range of values, set the Minimum Value, Breakpoint #1 Value, Breakpoint #2 Value, and Maximum Value for the gauge. The ranges that you set can indicate poor, acceptable, and good performance. Set appropriate colors for each of these ranges to visually indicate progress. To create a gauge with only two ranges, leave Breakpoint #2 Value blank.Select Show Percentage or Show Total to display those values on the gauge. Values exceeding the maximum are shown as greater than 100%.

Metric:Use a metric when you have one key value to display. For example, if you have a report showing the total amount for all opportunities in the Closed, Commit, and Base Case stages in the current month, you can name that value and use it as a revenue target for the month displayed on the dashboard.

Table:Use a table to show a set of report data in column form. For example, to see the top 20 opportunities by amount, set Maximum Values Displayed to 20, click Customize Table and select opportunity name, amount, and other columns to display, choose the sort order, and set conditional highlighting. Available columns include all chart groupings and report summary fields, as well as the second-level grouping defined in the report.

Visualforce Page:Use a Visualforce page when you want to create a custom component or show information not available in another component type. For example, a Visualforce page can display data from an external system or show Salesforce data in a custom way. Visualforce pages must meet certain requirements to be displayed in dashboards; otherwise, they don't appear in the Visualforce Page drop-down list.See Creating Visualforce Dashboard Components.

Custom S-Control:Custom s-controls can contain any type of content that you can display in a browser, for example a Java applet, an Active-X control, an Excel file, or a custom HTML Web form.

[shradha jain]

Hi Anjali,

Product Rules evaluate a Quote’s Products against user-made conditions and then display a message in the Quote Line Editor if conditions aren’t met. Product rules contain a condition to meet, an error message (to display if the condition is not met) and a filter. Users create Error Conditions to determine if a certain set of products is valid in a given scenario. The Error Conditions will use Summary Variables to make these decisions.

There are 4 types in Product Rules:

•  Validation Rules
•  Configuration Rules
• Filter Rules.
•  Alert Rules

Feature in Salesforce CPQ allows users to limit the selection of Options on the Option Selection page of Edit Lines.Features are created on the Product records and are applicable to the Option Level.A Feature can be associated to more than one Option in the Option record through the Look up field in the Option record.

[shradha jain]

Hi Avnish,

External objects are similar to custom objects, except that they map to data that’s stored outside your Salesforce org. ach external object relies on an external data source definition to connect with the external system’s data.External objects enable your users and the Lightning Platform to search and interact with the external data.

Platform events are part of Salesforce’s enterprise messaging platform. The platform provides an event-driven messaging architecture to enable apps to communicate inside and outside of Salesforce. Before diving into platform events, take a look at what an event-based software system is.You can use platform events to deliver secure and scalable custom notifications within Salesforce or from external sources.

Big objects provide consistent performance for a billion records or more, and are accessible with a standard set of APIs to your org or external system.It allows you to store and manage a massive amount of data on the Salesforce platform.

 

[shradha jain]

Hello Anurag,

Every community comes with a linked Site.com site, which we can use to create pages in the community.We’ll be using Site.com to build a compelling home page for our community. Communities users can use Site.com to build custom, branded pages for a community.Each community has one associated Lightning Platform site where you can make advanced customizations to your community.

For example, with Salesforce Sites you can:

Add public pages to your community that don’t require login.
Use branded self-registration and login pages to enable users to register for or log in to your community.
Customize the provided error pages to reflect your community’s branding. You can customize the “Authorization Required (401)” and “Page Not Found (404)” pages.
Leverage Visualforce pages to create private pages that only community members can access.

[shradha jain]

Hi Anjali,

The reason for this kind of error may be  comparison of  list with single sobject because list is a collection of data ,you can't compare with it single sobject .

For example, in the code below  we query the set of users [into list variable user}for which  ManagerId with a new Id are updated and then adding it to TrsfrMgr list. The assignment to update manager Id  is not working because of the difference in the data type. When we retrieve using Name, we are defining ToMgrID as a List<User>. Whereas in the suggestion by codeinprogress, the ToMgrID was defined with data type as Id. In this code ToMgrID[0].Id would have worked as it would use the first record from the list.

List<User> FromMgrId ,ToMgrID ;
ToMgrID = [select Id from User where name=: ToMgr] ;
for (User a : user)
{
system.debug('OLDMgrId' + a.ManagerId);
a.ManagerId = (ID) ToMgrID.Id;
TrsfrMgr.add(a);
}

Hope it helps.

 

 

 

[shradha jain]

Hi Madhulika,

The standard  header and sidebar are always suppressed for pages when they’re displayed in Lightning Experience.
In particular, the showHeader and sidebar attributes of <apex:page> have no effect on Visualforce pages when displayed in Lightning Experience.
Pages behave as though the showHeader and sidebar attributes of <apex:page> are both set to false.

 

[shradha jain]

Hi Anjali,

The core differences between CRM and PRM are:

Purpose-built– A CRM system is, by definition, designed for customer relationship management, so in most cases the way accounts are set up is designed for a direct sales team to prospect, sell and grow existing end-customer accounts directly. On the other hand, PRMs are built for partner relationship management and the structure, workflow, applications, etc. are all designed for partner network management or channel management. Architecturally the two systems have a number of similarities, but functionally they are two very different applications.
Pricing – Most CRM solutions are sold with per-user, seat-based licensing. This doesn’t work nearly as well in the partner management universe, simply because it is very hard, if not impossible, to predict utilization rates. If an organization pays too much to provide user licenses to all of their partners, they may end up wasting a lot money unnecessarily; on the other hand, if the organization doesn’t buy enough licenses and too many partners start using the product, they may get a rude awakening when the bills start coming in later on. This is why it is essential to procure PRM licenses for unlimited use, so that an organization is not taking unnecessary risks either way. If you are considering investing in a PRM system, look for providers like ZINFI who provide a very affordable unlimited usage model.
Global support – While most large CRM providers provide global support, they generally support only the product and provide very little deployment or domain-specific knowledge. This is where leading PRM providers, like ZINFI, can provide tailor-made global support via a channel marketing concierge solution that can ensure deployment, adoption and utilization of PRM solutions is significantly higher than what you would normally get with CRM.
Integrated solutions – CRM is one of the most horizontal products that exists, and that’s why the market has grown nearly to the $30 billion level. Once a CRM is deployed, though, major workflow customization is required, and if an organization wants to add additional functionalities, they will either have to build them by using professional services resources (usually expensive) or procure additional applications from the marketplace. This adds quite a bit of complexity and cost to the overall CRM deployment, and as a result most CRMs are not utilized to their fullest extent. PRMs, on the other hand, are purpose-built and come with all of the necessary applications needed for partner relationship management. As a result, PRMs tend to be very easy to use, and rates of deployment and partner adoption happen faster.
Total cost of ownership – When you combine the differences in numbers one through four above, it is clear that PRM has a significantly lower total cost of ownership (TCO) than CRM, because of its lower licensing costs, integrated purpose-built application suite (with no additional cost surprise down the road) and global support to drive adoption of PRM across the larger partner user base.

[shradha jain]

Hi Madhulika,

Following are the declarative method  that helps to  ensure quality data:

• Workflow alerts
• Lookup filters
• Validation rules

[shradha jain]

Hello Anurag,

“System.CalloutException: You have uncommitted work pending. Please commit or rollback before calling out” occurs when you first perfrom callout and then DML in same transaction.

To resolve this issue you need to perform DML in future method so your callout and DML will be in different transaction.

[shradha jain]

Hello Anurag,

“System.CalloutException: You have uncommitted work pending. Please commit or rollback before calling out” occurs when you first perfrom callout and then DML in same transaction.

To resolve this issue you need to perform DML in future method so your callout and DML will be in different transaction.

 

[shradha jain]

Hi Avnish,

The difference between Lightning and Classic Version Developer Edition in Salesforce is :

• Sales accounts, campaigns, contacts, leads, opportunities, personal accounts, price books and products have been re-organized and given a modern, visual appeal in lightning version.
• Sales reps  can create tasks and events, log calls, send emails, and track those activities efficiently in the Activity Timeline workspace in lightning experience.
• Enhanced calender in lightning experience.
• Opportunity Kanban, a visualization tool for opportunities, has been added in ligthning experience. Reps can review deals organized by each stage in the pipeline. With drag-and-drop functionality, sales reps can move deals from one stage to another and get personalized alerts on key deals in the process.

[shradha jain]

Hello Avnish,

You can use Ischanged in lookup field by setting:

Eval Criteria: created and every time it's edited.
Rule Criteria: formula evaluates to true
Formula:ISCHANGED(Lookup_Field__c).

 

[shradha jain]

Hi Anjali,

Sales Analytics is different than Sales Cloud reporting as Sales Analytics can access data from other system like ERP. Sales Analytics   connects with your Sales Cloud data seamlessly.It comes loaded with dashboards and key performance indicators (KPIs), carefully chosen from what customers have told us they need most.

[shradha jain]

Adding Records with Data.com Prospector:
How duplicate rules work with Data.com Prospector depends on your org’s Data.com duplicate preferences.If your org isn’t set to let duplicate records be added to Salesforce from Data.com, it blocks the duplicate records, and the duplicate rule doesn’t run but if your org allows duplicate records to be added to Salesforce from Data.com, the duplicate rules run.

Updating Records with Data.com Clean:
How duplicate rules work with Data.com Clean depends on your active duplicate rules are. If a duplicate rule is set to block duplicates on edit, a record can’t be cleaned if cleaning creates a duplicate.For Clean jobs, if your duplicate rule is set to block or alert, a record can’t be cleaned if the cleaning creates a duplicate. If your duplicate rule is set to allow duplicates on edit, a record can be cleaned, even if it creates a duplicate.

[shradha jain]

Hello Anjali,

Perform the following steps to insert null values into dataloader.

• Login the DataLoader
• Go to Settings
• Insert Null Values
• Click Ok.

 

[shradha jain]

Hello Anjali,

Recursive workflow rule occurs whenever we enable Re-evaluate Workflow Rules after Field Change checkbox in the Field Update of a workflow rule, due to this field update other workflow rules on the same object will be fired if the entry criteria of those workflow rules satisfied.

Make sure your workflow rule criteria is "created, and any time it’s edited to subsequently meet criteria" if you want to avoid recursive workflow rule.

[shradha jain]

Hello Madhulika,

To display more records beyond the supported limit on the VF page you need to enable readOnly attribute value as true for the page tag so that -

• Number of query rows will increased from 50000 to 1 million rows.
• Number of records displayed on VF page will be increased from 1000 to 10000

[shradha jain]

Hello Madhulika,

on-Demand process : It is basically "pay for what you use" policy.You can subscribe to what you want and pay as you go model.