Tag: Object API

Top 11 Extensions for Salesforce Developers
Extensions are computer programs that let users personalize their Chrome surfing experience. They are created using web technologies like HTML, CSS, and JavaScript. documentation for those who create Chrome extensions.

Here are the top 11 Extensions for Salesforce that make working with it more delightful.
1. Salesforce Inspector
2. Organizer for Salesforce
3. Salesforce Mass Editor
4. Record and Metadata Comparator for Salesforce
5. Salesforce Enhanced Formula Editor
6. Whitelist All IPs for Salesforce
7. Salesforce Advanced Code Searcher
8. Salesforce Community Page Optimizer
9. Salesforce Show Api Name
10. Crazy Compare For Salesforce
11. Salesforce Id Clipper
Salesforce Inspector
- To evaluate data and metadata straight from the Salesforce UI, administrators and developers can use productivity tools.
- To increase efficiency and fun in Salesforce configuration, development, and integration work, an extension is being added that will provide a metadata layout on top of the default Salesforce UI.
Organizer for Salesforce

You can forget your Salesforce.com® username and password with the ORGanizer Chrome Extension (BETA)

Salesforce ORGanizer allows you to:
- Save your commonly used accounts (the guide includes specifics on basic password encryption): login URL, username, password, and landing page
- Login to an account in incognito mode in a new tab, window, or window, or retrieve the whole login URL for other browsers.
- Modify an ORG tab’s title to make it easier to identify which tab belongs to which ORG.
- Utilize the built-in Quick Link tool to access your most frequently used standard Salesforce links; establish your own ORG’s quick link library to manage unique links.
- Make a global search using the Quick Links feature, or open a custom relative link (for instance, using a copied Salesforce ID), or sign in to another ORG.
- To quickly access the description manager, queries, execute anonymous, and other useful tools, use the Quick Console directly inside your Salesforce tab.
Don’t forget to check out: What are the Top 10 Useful Extensions In Salesforce in 2023?

Salesforce Mass Editor

On any list view, you can mass create, mass update, mass clone, and mass delete. Support for both Lightning and Classic!

A straightforward but effective Chrome addon for the following tasks is Salesforce Mass Editor:
- Enables any list view in Salesforce to function as a strong mass editor.
- Mass update, mass delete, mass clone, and mass insert.
- Mass copying and pasting data from several rows and cells in Excel.
- Export data from list views to a CSV file.
Record and Metadata Comparator for Salesforce

This plugin examines any two objects or their records (which could be from the same organization or from separate organizations) and emphasizes any differences it discovers. You can see the following from it.
- Which fields the target organization is missing.
- Which fields in the source org are missing
- Which fields have different metadata (change in formula, datatype, required etc.)
- Which fields have data value inconsistencies
Salesforce Enhanced Formula Editor

This extension offers a free 14-day trial but requires a paid license key subscription.
- Provides syntax highlighting, autocomplete, formatting, field analysis, and syntax checking to improve Salesforce formulae.
- Utilize this addon when dealing with Salesforce formulas to save time and hassle. It enables you to quickly comprehend a Salesforce formula’s structure, troubleshoot it, and update the formula.
The extension is updated to support the most recent API versions and formula functions throughout each Salesforce quarterly release.

Among the editor’s features are:
- Syntax highlighting
- Tabbing (tab and shift-tab)
- Parentheses matching
- Format button
- Autocompletion
- Review Changes
- Automated Syntax Checking
Formula pages now have a new “Analyze Fields” button that loads information about the formula’s fields. Field information includes:
- Field type
- How many times it is used
- Formula field compile sizes
- Field record values
- Picklist values
- Sub formulas
Whitelist All IPs for Salesforce

Salesforce offers a great security model for trusted systems and two-factor authentication. But occasionally it can be difficult.
- You can “whitelist” a user’s IP address under Setup => Security Controls => Network Use if you want to make sure that they can access Salesforce without a verification code or security token.
- Enter this extension: Whitelist All IPs for Salesforce if you have a large number of IPs to whitelist, you wish to whitelist dynamic IPs, or you just want to completely ignore this requirement!
Salesforce Advanced Code Searcher

You can obtain your code a few clicks shorter by using the advanced quick find. You also can search any string using your code, now accessible on Lightning.

You may search your code components in your salesforce instance using this extension:
- Apex Classes
- Apex Triggers
- Visualforce Pages
- Visualforce Components
- Lighting Component
Along with the aforementioned, you can use this extension to skip classes, pages, and triggers from the advanced quick-find section on the left.

Salesforce Community Page Optimizer
- Examine, fix, and enhance the functionality of your Lightning application (Developer Preview)
- Your lightning-based communities and applications are examined by the Salesforce Community Page Optimizer (Developer Preview) to find opportunities for performance improvement. Utilize the data to enhance your design’s performance for your members.
Check out another amazing blog here:

Salesforce Show Api Name
- This repository is a Chrome addon that displays the names of the field and object apis on record detail pages.
- Names of Field & Object APIs are Displayed on Detail Pages (LEX & Classic).
Crazy Compare For Salesforce
- Using the Crazy Compare Salesforce addon, you can quickly compare two distinct profiles and spot differences.
- Quickly spot variations between two distinct Salesforce profiles by comparing them.
- For all consultants, developers, and admins.
Salesforce Id Clipper
- This Chrome Extension connects to Salesforce.com, and it has recently been updated to include Lightning and Communities.
- Helps you copy URLs to your clipboard and Salesforce.com IDs from records.
August 30, 2023
What are Lightning Record Pages in Salesforce? | All You Need to Know
Lightning Record Pages and Assignment Layouts are two important features of Salesforce that help users customize their experience and streamline their workflow. In this blog post, we will explore these features in detail and learn how they can be used to enhance productivity and efficiency in Salesforce.

Lightning Record Pages

Lightning Record Pages are customizable pages that allow users to view, edit, and interact with records in Salesforce. These pages are designed to be responsive and optimized for use on desktop and mobile devices.

There are three types of Lightning Record Pages:
1. Standard Record Pages: These are pre-built pages that are included with Salesforce and are available for all standard and custom objects.
2. App Page: These pages are designed to be used within a specific app, and can include components such as charts, lists, and dashboards.
3. Home Page: These pages are the landing page for a specific app or object and can be customized with components such as news feeds, reports, and charts.
Don’t forget to check out: What is Lightning Notification Library in Salesforce

Customizing Lightning Record Pages

Lightning Record Pages can be customized to meet the specific needs of users and organizations. Users can add, remove, and reorder components on a page, and can also create custom components to meet specific requirements.

To customize a Lightning Record Page, users can navigate to the page they want to edit and click the Edit Page button. From there, they can drag and drop components onto the page, edit component properties, and adjust the page layout.

Assignment Layouts

Assignment Layouts are a feature of Salesforce that allows users to customize the fields and layout of a record based on the user or queue assigned to the record. This is useful for organizations that have multiple teams working on different types of records, as it allows each team to have a customized view of the record that is tailored to their specific needs.

Assignment Layouts are available for standard and custom objects in Salesforce and can be used in conjunction with other Salesforce features such as record types, page layouts, and profiles.

Creating Assignment Layouts

To create an Assignment Layout, users must first enable the feature in their org. This can be done by navigating to Setup, selecting Object Manager, and then select the object they want to create an Assignment Layout for.

Once the feature is enabled, users can create a new Assignment Layout by navigating to the page layout editor for the object and selecting the Assignment Layout option. From there, they can add or remove fields, adjust the layout, and specify which fields are visible to which users or queues.

Using Assignment Layouts

Once an Assignment Layout has been created, it can be assigned to users or queues based on specific criteria. This can be done by navigating to the object’s settings in Setup and selecting the Assignment Rules option.

From there, users can create new assignment rules based on criteria such as record type, lead source, or owner. They can then specify which Assignment Layout should be used for records that match those criteria.

Benefits of Using Lightning Record Pages and Assignment Layouts

Lightning Record Pages and Assignment Layouts offer several benefits to users and organizations, including:
1. Customization: Both Lightning Record Pages and Assignment Layouts allow users to customize their experience in Salesforce based on their specific needs and workflows.
2. Efficiency: By customizing their experience, users can streamline their workflow and improve efficiency. This can help to reduce errors and increase productivity.
3. Collaboration: By using Assignment Layouts, multiple teams can work on the same records while having a customized view of the record that is tailored to their specific needs. This can help to improve collaboration and communication within an organization.
4. Accessibility: Lightning Record Pages are designed to be responsive and optimized for use on desktop and mobile devices. This makes it easier for users to access and interact with records from anywhere, at any time.
Check out another amazing blog by Mohit here: Data Migration using Data Import Wizard | All You Need to Know

Tabs in Lightning Record Pages

Org Default and App Default

Org Default and App Default are settings in Salesforce that allow administrators to specify default settings for various objects, pages, and features in their org. These settings are applied by default to all users in the org but can be overridden by users who have specific permissions or roles.

Org Default settings are applied to all apps and objects in the org. This includes settings such as the default currency, default language, and default record type.

App Default settings are applied to specific apps within the org. This includes settings such as the default record type, default page layout, and default tab layout.

By setting Org Default and App Default settings, administrators can ensure that all users in their org have a consistent experience and can access the features and information they need.

App and Profile Tabs

App and Profile tabs are used to manage the settings and permissions for specific apps and profiles in Salesforce.

App tabs allow administrators to specify which apps are available to which profiles. This includes both standard and custom apps. By managing app tabs, administrators can control which features and information are available to each user in their org.

Profile tabs allow administrators to specify the settings and permissions for specific profiles in Salesforce. This includes settings such as field-level security, object permissions, and page layouts. By managing profile tabs, administrators can ensure that each user in their org has the appropriate level of access and can perform the tasks they need to do.

In Conclusion

In this blog post, we have explored the features of Lightning Record Pages and Assignment Layouts in Salesforce. These features allow users to customize their experience and streamline their workflow, which can lead to increased efficiency and productivity.

We have also discussed Org Default and App Default settings, which allow administrators to specify default settings for various objects and features in their org, as well as App and Profile tabs, which are used to manage the settings and permissions for specific apps and profiles.

By leveraging these features in Salesforce, organizations can create a customized and streamlined experience for their users, which can lead to improved collaboration, communication, and productivity.
March 28, 2023
Learn About Lightning-record-form Component in Salesforce
recordForm

With the lightning-record-form component, forms to add, view, or update records may be made quickly.

Creating record forms with this component is simpler than manually developing forms using lightning-record-edit-form or lightning-record-view-form. The functionality offered by the lightning-record-form component is as follows:

Automatically switches between view and edit modes when a user starts editing a field in a view form.

Automatically adds cancel and save buttons to edit forms.

Utilises the default record layout for the object, which supports multiple columns.

Loads the specified fields, or the entire compact or full layout of the object.

Lightning-record-form, however, offers less customization. Use lightning-record-edit-form (add or update a record) and lightning-record-view-form to configure the form layout and provide a custom presentation of record data (view a record).

When changing or viewing a record, only the record-id is necessary; the object-api-name attribute is always required.

Lightning Data Service is implemented by lightning-record-form, which eliminates the need for extra Apex controllers to add or change record data. Additionally, it handles field-level security and sharing so that users only see the data to which they have access. Use Lightning Data Service wire adapters and functions, such as those from the lightning/ui*Api module, to access raw record data or to develop forms that require more customisation than what the lightning-record-*-form components can provide.

Don’t forget to check out: What is Lightning Notification Library in Salesforce

Object API Name and Record ID

A Salesforce object is connected to every Salesforce record. For instance, the Contact object is connected to a contact record. Prefixes are used when creating record IDs to identify the object. To create the connection between a record and an object, you must specify the object-api-name attribute in the lightning-record-form component. The object API name needs to be suitable for the component’s intended use. Set object-api-name=”Account” for instance, if lightning-record-form is present on a record page for an account. Only when the record ID and the given object API name agree does the component submit updates. Users get a message saying the API name is invalid if there is a mismatch.

Specifying Object API and Field Names

When importing references to objects and fields, especially if you intend to distribute your component as a managed package, we strongly advise utilising the @salesforce/schema syntax.

For example,
```
<lightning-record-form 
    object-api-name={objectApiName} 
    record-id={recordId} 
    fields={fields} 
> 
</lightning-record-form>
```
Import a reference to the name field of the contact object. In this example, the form uses the object API name and record ID of the record page it’s located on.
```
import { LightningElement, api } from 'lwc'; import NAME_FIELD from '@salesforce/schema/Contact.Name';
export default class RecordFormExample extends LightningElement {
    // Expose a field to make it available in the template
    fields = [NAME_FIELD];
    // Flexipage provides recordId and objectApiName
    @api recorded;
    @api objectApiName;
}
```
Supported Objects

This component does not support all standard Salesforce objects. For example, Event and Task objects are not supported. This limit also applies to records referencing fields belonging to unsupported objects.

External objects are not supported. Editing the InformalName field is not supported. See the User Interface API Developer Guide for a list of supported objects.

If you are working with unsupported objects or need to query specific records using SOQL, create your own UI and use Apex to work with Salesforce data. For more information, see Data Policy in the Lightning Web Components.

Developer Guide.

Modes

Edit – Create editable forms to add records or update existing records. Specify the record ID when updating an existing record. Edit mode is the default if no record ID is specified, and displays a form for creating a new record. Views – Create forms for viewing records and also allow users to edit them. Each record field has an edit button. Display mode is the default when a record ID is specified. readonly – Creates a form that displays records without allowing editing. The form does not display any buttons.

Specifying Record Fields

In all modes, the component expects fields or layout-type attributes.

Use the fields attribute to pass record fields as an array of strings. Fields are displayed in the order listed.

Use the layout-type attribute to specify a full or compact layout. Layouts are typically defined (created and modified) by an administrator. When you specify record data using a layout type, fields are loaded into the layout definition. All fields mapped to the layout are loaded into the form. This behaviour is the same as his GetRecordUi wire adapter for Lightning Data Services.

Check out another amazing blog by Navdita here: Dashboards in Salesforce – Get All the Details About it Here

To display fields for the organization layout type:

Full – Full layout corresponds to the fields on the record detail page. Go to Page Layouts in the admin settings for the object you want to edit. Compact – Compact layout corresponds to the fields in the highlight area at the top of the record. Go to compact layout in the admin settings for the object you want to edit. See Page Layout for more information.

A Lightning Record form displays a field as required only if the object marks the field as required. If a field is marked as required on only a one-page layout, the form will not render the field using the required field styles or validations. To specify the order of fields, use fields without the layout-type attribute. We don’t recommend using the fields attribute with the layout-type attribute because the fields might display in a different order. Or display a custom layout with the Lightning Record Edit Form or Lightning Record View Form components.

Fields with global relationships aren’t supported on Lightning record forms. The specified fields must map to the same object API name. Fields like Contact.Account.Ownership are cross-object references between Contact and Account objects and cannot be displayed on the form.
November 17, 2022
Working and Usage of lightning:recordEditForm | Salesforce Developer Guide
Build a form with the lightning:recordEditForm component to add a Salesforce record or change fields in an existing record. The part shows fields along with their labels and current values, as well as allowing you to modify them.

The following features are supported by lightning:recordEditForm.
- Provided the document ID, editing the required fields of a record.
- Creating a record with the fields you like.
- Changing the form’s layout.
- Custom rendering of record data
Use lightning:recordForm instead if you don’t need customizations.

Don’t forget to check out: 8 Foolproof Steps to Salesforce Classic to Lightning Migration

Using lightning to specify editable fields:

Provide feedback within the lightning, there are many field components: component recordEditForm. See the section on Editing a Record for more details. To display record fields as read-only in lightning:recordEditForm, use lightning:outputField components to specify those fields. You can also use HTML and other display components.

Working with Salesforce Data:

To build or update record data, lightning:recordEditForm uses Lightning Data Service and does not need any additional Apex controllers. This component also handles field-level protection and sharing for you, ensuring that users only see data that they have permission to see. See Lightning Data Service for more information.

Allow lightning:recordEditForm to load and handle the data for you whenever possible.

If you’re dealing with an object that the User Interface API doesn’t support, or if you need to select records using a SOQL query, you can use Apex. In the Lightning Aura Components Developer Guide, see using Apex for more details.

Editing a Record:

Pass in the record ID and the corresponding object API name to be edited to allow record editing. Using lightning:inputField, specify the fields you want to appear in the record edit layout.

Include a type=”submit” lightning:button part. When you press the Enter key or click the button, the fields are validated and the values are sent.

Check out another amazing blog by Marziya here: Flosum Tool – Release Management & Continuous Integration for Salesforce
```
<aura:component>
    <lightning:recordEditForm recordId="002XXXXXXXXXXXXXXX" objectApiName="Contact">
        <lightning:messages />
        <lightning:outputField fieldName="AccountId" />
        <lightning:inputField fieldName="FirstName" />
        <lightning:inputField fieldName="LastName" />
        <lightning:inputField fieldName="Email" />
        <lightning:button class="slds-m-top_small" variant="brand" type="submit" name="update" label="Update"/>
    </lightning:recordEditForm>
</aura:component>
```
May 28, 2021