[William]

Salesforce testing is not a very easy thing to do. You can create apps without codes but when it comes to testing you need a substantial amount of coding skills. Here are 6 practical tips for testing in Salesforce-

·         Focus on Code Portability
·         Be mindful about your Code’s coverage
·         Always write your Test Case in Controllers and Classes
·         Perform Assert Based Testing
·         Always do the Testing for Bulk data first

[William]

Macros automate a progression of tedious keystrokes that help the specialists in making the Salesforce Console for Service. You can rapidly total monotonous errands, for example, refreshing the case status, by running a full-scale check of all activities. You can oversee Macros in Salesforce Classic. Salesforce Macros gives you a chance to accelerate the undertakings, for example, choosing the correct email layouts, computerizing customary assignments and so forth, with the goal that operators can invest their energy in accomplishing more essential things.

[William]

Represents a record that has been transferred to a library in Salesforce CRM Content or Salesforce Files. This object is accessible in renditions 17.0 and later for Salesforce CRM Content. This object is accessible in API variant 21.0 and later for Salesforce Files.

The greatest number of archives that can be distributed is 30,000,000. For this reason, the filed documents check toward this limit and toward capacity use limits as well.

[William]

Lightning Locker uses various technologies and techniques to make Lightning Components secure. It is powerful security architecture for Lightning components. Locker Service enhances security by isolating Lightning components that belong to one namespace from components in a different namespace. Locker Service also promotes best practices that improve the supportability of your code by only allowing access to supported APIs and eliminating access to non-published framework internals.

At a high level, Lightning Locker uses various technologies and techniques that are intended to do the following:

Prevent:

·         Components from causing XSS and similar security issues

·         Components from reading other component’s rendered data without any restrictions

·         Components from calling undocumented/private APIs

Enable:

·         Cool new features like client-side API versioning similar to REST API versioning*

·         Faster security review

·         Better and more secure JS development practices

·         Running 3rd party JS frameworks like React, Angular and so on*

·         Easily adding or removing new security features and policies'

[William]

In Salesforce we can Create 4 types of report formats

Tabular Report: The basic form of presentation of user data is the tabular report. It has a simple listing of data without any subtotals. One can use this report if the presentation is simple.

Summary Report: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts.

Matrix Report: Matrix reports allow you to group records both by row and by column. These reports are the most time-consuming to set up, but they also provide the most detailed view of our data. Like summary reports, matrix reports can have graphs and be used in dashboards.

Join Report: Joined reports let you create different views of data from multiple report types. In a joined report, data is organized in blocks. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. You can add a chart to a joined report.

You can delete mass reports in salesforce. In Setup, under Data Management > Mass Delete Records, select Mass Delete Reports then enter search criteria to find out reports it will display all records those meet your search criteria. Select the reports you want to delete.

[William]

We have two object account and contact. In this scenario, you have a contact object which has a lookup relationship to account. When processing the contact records in your trigger, you want to access some fields on the account via the relationship. Your trigger might look something like this:

trigger parent2child on Account (after update) {
    list<id>ids = new list<id>();
    list<contact>conlist = new list<contact>();
    for(account a:trigger.new){
        ids.add(a.id);
        list<contact>con =[select id,phone,account.phone from contact where accountid in:ids];
        for(contact c:con) {
            c.Phone=c.account.phone;
            conlist.add(c);
        }
        update conlist;
    }
}

• This reply was modified 6 years ago by  William.

[William]

Managed packages in the Salesforce are used to distribute or sell app packages to customers. The packages can be created from developer edition in the Salesforce and they are displayed over the AppExchange framework for selling. At the same time, unmanaged packages are used to distribute open-source projects or templates with the basic building blocks of an application.

[William]

You can define multiple relationships between objects and two popular choices are master-detail relationships and many to many relationships in Salesforce. A master-detail relationship can be defined as the parent-child relationship where the master object controls the behavior of the detail object. For many-to-many relationships, one record of a particular object can be connected to multiple records of other objects simultaneously.

[William]

Workflow: Workflow is automated process, a point and click which doesn't need any coding. When you want to take action (email, task, field update or outbound message) for the same object or from Child to parent object, you can use Workflow rules. You cannot perform DML operation on workflow. Workflows work only after some actions.

Trigger: Trigger is a programmatic code approach which fires when before or after a record is inserted, updated or deleted. Using trigger you can work on multiple objects. You can query and you can perform any DML operation. The trigger works before and after some actions.

[William]

Before triggers are used to perform the logic on the same object and it triggers fired before the data saved into the database. For DML operation it required to commit with data base. So, we cannot use the DML operation on these triggers.

As per Order of execution before trigger fire and then after trigger fire.

Before insert event

Data committed to database

After insert event

[William]

A Permission Set is a collection of settings and permissions that give users access .Permission sets can assign to users only can't assign to profiles.

[William]

Yes, we can count how many times an email template was used in Salesforce. There is a display field called "Times Used”. The field Times Used is not updated when a template is used during an automated process such as the running of an assignment rule to push cases or leads to a user’s queue. 'Times Used' fields on the 'Email Template Detail' are getting updated only when you use this template via 'Activity' > 'Send Email'.

[William]

TO achieve this functionality enable the Enhanced Lookups functionality.

1.      Click Your Name

2.      Setup

3.      Customize

4.      Search

5.      Search Settings

Enable the Enhanced lookup for specific object.

[William]

Formula fields are not "groupable" - that is, they are not usable in the GROUP BY clause of a SOQL query. There is limitation like Formula fields can't use in the group by Clause.

[William]

Try this one -

<apex:page id=”page”>
    <script src=”/soap/ajax/38.0/connection.js” type=”text/javascript”>
    </script>
    <script>
    function show(){
        sforce.connection.sessionId='{!GETSESSIONID()}’;
        var queryResult=sforce.connection.query(‘select name,amount,closeDate,stageName from Opportunity’);
        var records=queryResult.getArray(‘records’);
        var result=”;
        var amt=0;
        for(var i=0;i<records.length;i++){
            result=result+'<br/>’+records[i].Name;
        }
        document.getElementById(‘page:fm:res’).innerHTML=result;
        document.getElementById(‘page:fm:amt’).innerHTML=amt;
    }
    </script>

    <apex:form id=”fm”>
        Click to See Opportunity Names
        <apex:commandButton value=”Submit” oncomplete=”show()” />
        <apex:outputLabel id=”res”/>
    </apex:form>
</apex:page>

[William]

A picklist field lets you choose a value from a pre-populated list. While you can’t write a formula that returns a picklist as a result, you likely have to reference picklists in your formula fields.

Three functions take picklist values as arguments in all formula fields: ISPICKVAL(), CASE(), and TEXT().ISPICKVAL() and CASE() are useful for creating validation rules that check whether a certain picklist value is selected. For example, say you want users to enter a reason when they change a case’s Status picklist value to Escalated.

Example

This formula uses the custom date field Payment Due Date and the custom picklist field Payment Status with the options Paid and Unpaid on the opportunity object. If Payment Status is Unpaid and it’s past the payment due date, the formula field displays Payment overdue! Otherwise, the field is blank.

IF(AND(Payment_Due_Date__c < TODAY(),

ISPICKVAL(Payment_Status__c, "UNPAID")),  "Payment overdue!", null)

[William]

Use SAQL (Salesforce Analytics Query Language) to access data in Analytics datasets. Analytics uses SAQL behind the scenes in lenses, dashboards, and explorer to gather data for visualizations.

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.

The logical layers a query passes through

Sample Query

1   q = load "DTC_Opportunity_SAMPLE";

2   q = group q by all;

3   q = foreach q generate count() as 'count';

4   q = limit q 2000;

[William]

When working with the External Data API, consider the following limits, in addition to the general Analytics limits.

The following limits apply to all supported editions. Contact salesforce.com to extend the limits.

Hope it helps you.

[William]

Salesforce Lightning is the latest version launched by the company with a robust set of features and many other capabilities. With Salesforce Lightning and the related tools, apps can always be designed with simple drag and drop options. A list of tools available in Lightning and frequently used by Salesforce Developers include – Salesforce Lightning Component Framework, Lightning Connect, Lightning App Builder, Lightning Process Builder, and Schema builder, Lightning Experience, Lightning Exchange, Lightning App Builder, or Visual building tools etc.

[William]

Page Layout – It will define how can the detail or edit page be organized? It includes customizations for the page section, fields, lists, or links that can be seen by the user. The field properties can be defined ahead like Visible, and Read-only as needed. You should define a unique page layout for different business scenarios.

Records Type – Here, you can define multiple sets of picklist values either it is standard or custom in nature. It also helps you in implementing or customizing business processes. It will define which layout should be made visible by users when moving through a set of records.

[William]

A Dependent picklist helps the user in adding consistent and accurate data. The valid values in dependent picklist are generally dependable on values of other fields and this is called the Controlling field. The controlling field could be any picklist not more than 300 values on the same record. The other name for the dependent picklist is the custom picklist that can be defined for Opportunities whose valid values will surely depend on some other field.

[William]

IaaS means Infrastructure as a Service. There are three popular service models for every cloud-based application. These are IaaS, SaaS, and PaaS etc. In case IaaS infrastructure is used by customers as a service and it is taken from the main server, not your own personal server. When you are free or infrastructure is not needed anymore then you can release the resources based on requirements. At the same time, if the platform is used as a service then it is named as the PaaS, if Software is used as a service then it is named as the SaaS.

[William]

Data Loader can be defined as the tool or application that is needed to import or export the Data. The various actions that can be performed using Data Loaders include – Update, Insert, Delete, Export, Export All, Upsert etc.

·         To add a new command, use Insert action.

·         To modify an existing record, use Update action

·         To remove some existing record, use Delete action.

·         To add and modify together, use Upsert action.

·         To export all records except the recycle bin ones, use Export action.

·          To export all records including the recycle bin ones, use Export All action.

[William]

There is one interesting difference between the two options ‘Export’ & ‘Export All’ available in the Data Loader. For the Export button of an object, all records are exported to a .csv file except the records available in the recycle bin for the same object.

On the other hand, when we are using the Export All button then all records will be exported to the .csv file including the records available in the Trash for that particular object. So, the deleted records are still present in the Trash and they are named as the “Soft Delete” records.

[William]

To write a Batch Apex class, your class must implement the Database.Batchable interface

An interface is like a class in which none of the methods have been implemented—the method signatures are there, but the body of each method is empty.

To use an interface, another class must implement it by providing a body for all of the methods contained in the interface.

Implementing the Database.Batchable Interface

The Database.Batchable interface contains three methods that must be implemented.

start()
global (Database.QueryLocator | Iterable<sObject>) start(Database.BatchableContext bc) {}

Note: If your code accesses external objects and is used in batch Apex, use Iterable<sObject> instead of Database.QueryLocator.

execute()
global void execute(Database.BatchableContext bC, list<P>){}
finish()
global void finish(Database.BatchableContext bC){}

Sample Code

global class ExampleBatchClass implements Database.Batchable<sObject>{
global Database.QueryLocator start(Database.BatchableContext BC){
return Database.getQueryLocator(‘select name, NumberOfEmployees from account’);
}

global void execute(Database.BatchableContext info, List<Account> scope){
List<Account> accsToUpdate = new List<Account>();
for(Account a : scope){
a.Name = 'true';
a.NumberOfEmployees = 70;
accsToUpdate.add(a);
}
update accsToUpdate;
}
global void finish(Database.BatchableContext info){
}
}