Tag: Create Button

The endless configuration possibilities with Salesforce data — for phones and tablets
So, you decided to go mobile with Salesforce for your sales, field service and further teams that work outside the office doors.

Now, you get two options to start off testing business mobility with:

1. An app with standard objects & pre-defined business logic.

You can enjoy an out-of-the-box sales/field service/inspections mobile app with a pre-defined set of standard objects. This is the way to go for users who favour to explore the solution right away, without any prior configuration. No worries, working with a pre-defined schema can also come with full-valued user experience and does not have to stop anyone from exploring the strength of mobility solutions.

2. An app with personalized experience at your fingertips.

If you want to modify your experience with Salesforce mobile data as if it was built by you from scratch, feel free to tailor the app to fit your business needs — with almost no limits and practically no code. The downloaded app can turn into a branded business solution for a specific scenario (be it mobile sales app, field service mobile app, Inspections app, and more). All you need to get started, is Woodford. It’s not only the name of a very well-known and tasty Bourbon, it’s also the back story of how we named our configuration tool. But more on that next time! So, we’ve designed a code-free tool to modify of your mobile projects for mobile sales & field service mobile scenarios, the management of users and licenses, and so much more.

Configuration possibilities with Resco are endless, you can:
- Redesign dashboards
- Create custom objects
- Use custom objects in maps, charts, calendars
- Generate action buttons
- Modify User Interface
- Manage licenses
- Manage mobile devices
- Edit colors, formats
- Use custom fonts and icon packages
- Create and sync filters
- Build apps on force.com
- Implement business logic using form rules
- Define multiple views
- Edit map layers & more
Example of a tailor-made app for a coffee house

Get started with customizations

Woodford is an end-to-end configuration tool made for the Resco Mobile CRM. First of all, you need to download the Resco Mobile CRM app from your app store or AppExchange and connect to your Salesforce Organization. Once Resco and Salesforce are synchronized, you will see and work with real data, just like you do in Salesforce on your desktop.

Secondly, the default mobile customization for your Salesforce Organization is created in the cloud. From this moment on, you can use the Woodford solution to personalize your Resco mobile experience for your business requirements. Remember, if you connect Resco to Salesforce with admin credentials for the first time, more customization capabilities will be available to you.

How does it work?

Once you open Woodford and login to your organization, you can start organizing your customizations in so-called ‘Mobile Projects’.

A customization = mobile project is the definition of the look and function of the Resco App users assigned to one or more Salesforce Profiles. Any change to the project, like be it adding a custom object or your new fancy dashboard, is always safely stored in the cloud.

When you hit the ‘Publish’ button, the changes become active and will become visible to users next time they synchronize data with Salesforce.
January 9, 2019
GitHub Salesforce Deploy Tool and Branch Support

With the Github Salesforce deploy tool a button can be added to Github “README” files for deploying it via browser using your repository. Previously it is working only on the master branch but now it can be done on other branches too.

If on the “README” file button is present it will automatically detect the branch.

All you need to do is reach the main page and just use the button code and paste it into your “README” file. A reference param will be added to the generated URL.

Enjoy.

April 19, 2018
How to Override Standard Buttons With Lightning Component?

A Lightning component is required to implement lightning:actionOverride interface to be used to override a standard action on an object. You can override the View, New, Edit, and Tab standard actions on most standard and all custom objects. By overriding standard actions, you can customize your org using Salesforce lightning components along with completely updating the method you view, edit and create new records.

Following are the steps to override standard buttons with lightning component:

1. Create lightning component

JavaScript Controller For Lightning Component:

Here we have used force :showToast and force : navigateToSobject.

Force :showToast Displays a toast notification with a message.

A toast displays a message below the header at the top of a view. The message is specified by the message attribute.This toast displays for 5000ms, with a close button in the top right corner when the mode attribute is dismissible.

force : navigateToSobject Navigates to sObject record mentioned by recordId.

To display the record view, set the record ID on the recordId attribute and fire the event.

The record view contains slides that display the Chatter feed, the record details, and related information. This example displays the related information slide of a record view for the specified record ID.

2. Create apex controller for lightning component

3. Override standard button with lightning component.steps to follow:
a) Go to setup and click objectManager.
b) Select Account and click Buttons, Links and Actions.

c) Select new button and click edit.

d) Select your Lightning Component Bundle from dropdown and click save .

e) In the below screenshot you can see the new button has successfully override with lightning component.

f) Now on the click of new button on account a lightning component will open as it shows in below screenshot.

April 5, 2018
Steps to create a Dashboard, Datasets and Lens in Salesforce Einstein
Steps to create a Dashboard, Datasets and Lens in Salesforce Einstein.

1. Create a Dataset :

First of All, we create a Dataset –
- Click on Analytics studio —-> Click on Create —-> Dataset
- When we click on Dataset –
  1. CSV file
  2. Informatica Rev
  3. Salesforce
- By using CSV file – we simply upload CSV file and Dataset is created and it is contained in Apps.
2. Create a Lens :

A lens is an important part of Salesforce Einstein in which we can simply filter the records According to our requirements.
The three things mainly used in the lens are –
- Dimensions – it is basically used for the serial number
- Date – for date purpose
- Measures – it is used for sum or counts (like salary, Amount, numbers of employees).
In the dashboard, we can have various types of Lens (According to our filter criteria) and then use them.

3. Dashboard :

After creating the lens we can create a dashboard According to our filtering records.
- Click on Analytics studio —-> Click on Create —-> Dashboard
- Choose —-> Blank dashboard in Dashboard Designer.
In this Dashboard, we can then show the record in the graphical form.

Various types of charts can be used to show the records, like
- Pie chart
- Vertical
- Horizontal
- Funnel
Also, there are many types of tool in the dashboard too –
- In the left corner all the various tools are listed and in the right corner, the various lenses.
- Informatica Rev – By using this we can create a Dataset and Also connect other Salesforce Org by providing username and password and connect various external source like Oracle, SAP etc.
- CSV File – we can simply upload CSV file and create a Dataset.
- Salesforce – By using this we can simply create a Dataset our salesforce objects and their relationships like Account, contact etc.
Note – Before using this you have to create a Dataflow or choose a default Dataflow

Steps for it –
- Choose the Objects
- Select the Fields
- Select the Relationships Objects
- Click on Create Button.
March 9, 2018