vishakha shrimali
MemberForum Replies Created
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To export lightning Experience navigation menus config
Export Lightning Experience Components using Eclipse IDE and make sure you are using apex API version 33.01. Open Eclipse package.xml2. Use following package.xml code
3. Right click on your Project Force.com -> Refresh from server. -
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 TrackingSecondly, creating a trigger on object where you want to track fields. -
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 on the same page and working towards the same goal.
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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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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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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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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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CRM life cycle basically consists of 4 cycles
1. Marketing Stage
2. Sales Stage
3. Product Stage
4. Support Stage -
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. If you don’t have any record types set for the object, you won’t see this section. If you don’t set any record type overrides, all record types will use the object’s primary compact layout by default.
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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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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," not "Inactive").
5. Save the file.
6. Zip the file, package.xml, and destructivechanges.xml.
7. Deploy to production! -
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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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)
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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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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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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 to export.
- Format: Select the format of the created file. - Then Click OK.
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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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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
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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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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: https://www.salesforcetutorial.com/what-is-property-in-apex-salesforce/
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The only way to reorder a sequence of Approval steps is to delete one and recreate it, which can be very time-consuming. A mechanism for reordering, either by editing the step number or with a separate reorder option, is needed. Know more about the Approval process in Salesforce here: https://www.forcetalks.com/blog/requirements-for-approval-process-in-salesforce-all-you-need-to-know/
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There are various methods involved in CPQ Bundle Configuration. You can check this link by trailhead: https://trailhead.salesforce.com/content/learn/modules/cpq-product-configuration. Also for information on CPQ implementation, this blog can help https://www.forcetalks.com/blog/best-salesforce-cpq-implementation-practices-to-follow/Hope this helps!
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It's important to note that when you're attempting to pass in URL encoded variables via a URL, these variables will be automatically decoded when they're retrieved from the URL. Know more about encoded URL parameters in detailed here: https://help.salesforce.com/s/articleView?id=000333303&type=1
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If you are looking to create objects using n number of children check this blog which talks all about objects and fields in salesforce
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You can never delete a user, instead of that, you can deactivate them.
To deactivate users follow these steps:
1. In Setup, enter the Quick Find box and select users.
2. Click on the edit icon next to a user's name.
3. Deselect the already Active checkbox and then click Save.
Check this for reference: https://galvintech.com/how-to-deactivate-a-salesforce-user/-
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