There are multiple CRM platforms available now a days, to name them a few :

1. Salesforce
2. Microsoft CRM
3. Zoho
4. Sugar CRM
5. Netsuite

Custom settings are like custom objects and in Salesforce there are two types of custom settings available :

1. List Custom Settings
2. Hierarchical Custom Settings

Please follow this article for more details.

Link : https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_customsettings.htm

 

You can do it from the command line.

Please check : https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/command_line_intro.htm

No Problem 🙂

Hi Pavan,

Above was a rough code to achieve the requirement.. Although that will also work in every scenario.

Please find more optimized code for the same -

public class ContactTriggerHelper {
    
    /* *call this method on before Insert and before upate of Contact
    * before insert -
    * Parameters - Trigger.New, null
    * 
    *…

Read more

Hi Pavan,

You can achieve it in before Insert and before update of the contact.

PFB the code for the same -

public class ContactTriggerHelper {
    
    /* *call this method on before Insert and before upate of Contact
     * before insert -
     * Parameters - Trigger.New, null
     * 
     * before update -
     * Parameters -…

Read more

There are some prebuilt themes already available in Salesforce for the community. You can always customize and change the branding as per your business needs.

Please check out available features here: Salesforce Community

Please check out this article for trigger context variables: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_context_variables.htm

Please check out this article for trigger context variables :https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_context_variables.htm

Please refer this article : https://help.salesforce.com/articleView?id=app_for_outlook_overview.htm&type=5

 

You can use the quote standard object in Salesforce and generate documents.

Please let us know how do you want to automate the process.

Hi Promila,

What is the issue that you see with case?

By populating " related to" field you should be able to link a task with case.

Hi Promila,

What is the issue that you see with case?

By populating " related to" field you should be able to link a task with case.

 

 

Triggers should be written in bulkified manner. Setup some debug logs and try to understand the flow of apex trigger along with the events.

Apex Trigger

It seems like there is some problem with your connected app settings.

Can you please try with a fresh token ?

That's tricky and you will have to play with lightning: tree attribute.

Resources: https://developer.salesforce.com/docs/component-library/bundle/lightning:tree/examples

In order to debug and understand the flow of automated processes in user perspective with system context.

You can debug Apex classes, Apex triggers, workflows, approval process and also define configure trace flags and debug levels.

Please… Read more

Analytics lens provides a wider view of your data. It works with datasets and dashboards.

Check out :https://trailhead.salesforce.com/en/content/learn/modules/wave_analytics_basics/wave_get_ready_for_trail

You will have to enable the community first of all, once done then you can create a community :

1. Setup -> Customize -> Communities -> All communities

2. Click the New Community button.  Select the Napili template

3. Enter the name of the Community and save the records.

Under your user profile, enable Development Mode and View State.

You should be able to see it on the page you're working on; it will be in the bottom section (the code editor).

Please check out following links :

Custom Buttons

Lightning Buttons

It's just that in lightning version custom buttons are not supported, you will have to work on the workaround using lightning component.

You can try reloading the window with callback method.

parent.location.reload();

For any issues setup console logs to understand the flow.

 

You can also explore report features here. Summary report on case to display only open cases and then group it by owner names.

 

Hi Anjali,

Now you should be able to understand that how lead assignment rules work in Salesforce.

Let us understand that when lead assignment rules get executed in Salesforce :

1. The original record is loaded from the database (or initialized for an insert statement)
   2. The new record field values are loaded from the request and overwrite…

Read more

You will have to play around with lightning: input here.

Reference : https://salesforce.stackexchange.com/questions/160160/show-custom-error-on-lightninginput

 

 

Hi Ratnakar,

You can try lightning map here. Please check out : https://developer.salesforce.com/docs/component-library/bundle/lightning:map/example

 

For Case Routing, you can explore Case Assignment Rules.

Some of the best practices are :

1) Round Robin Algorithm

2) Define a default case owner for last entry of case assignment rules so that in case if a case doesn't meet all the entries the case should be assigned to some user.

 

 

Auto -response rules are not supported for email service. You can try with writing a workflow rule on EmailMessage object. On incoming email, the workflow should fire and shoot out an email in response.

When a record is being updated or created, Salesforce puts a lock on that record to prevent another operation from updating the record at the same time and causing inconsistencies on the data.

These locks normally last for a few seconds and when the lock is released. If you are facing the same problem then please pay attention to the… Read more

When a record is being updated or created, Salesforce puts a lock on that record to prevent another operation from updating the record at the same time and causing inconsistencies on the data.

These locks normally last for a few seconds and when the lock is released. If you are facing the same problem then please pay attention to the… Read more

Hi Asmit,

Please try creating a Summary report grouped by Volunteer Organization showing each organization's cumulative hours and no other columns and then try to run it.

Hi,

This feature is available only for record pages in Lightning.

Users can customize the order of the quick links and exclude the ones they don't want from their personal settings by entering Customize My Pages in the Quick Find box, selecting Customize My Pages, then clicking the object.

More… Read more

Hi,

This feature is available only for record pages in Lightning.

Users can customize the order of the quick links and exclude the ones they don't want from their personal settings by entering Customize My Pages in the Quick Find box, selecting Customize My Pages, then clicking the object.

More… Read more

You can reset it by clicking on = your name=>Personal=>Reset my Security token.

Please make sure that your email address is correct on your user record.

System generated fields are indexed by default in Salesforce like las modified, email or system date fields.

For more information: https://help.salesforce.com/articleView?id=admin_about_cfy.htm&type=5

 

You can set up the access level for Opportunity, Case and Contact objects on role.

You can also try to create a formula field and return a text field with concatenated value.

A Custom Index can't be created on these types of fields:
Multi-select Picklists.
Currency fields in a Multicurrency Organization.
Long text fields.
Binary fields (fields of type blob, file, or encrypted text).

For more details, check out : https://help.salesforce.com/articleView?id=000006007&type=1

A Custom Index can't be created on these types of fields:
Multi-select Picklists.
Currency fields in a Multicurrency Organization.
Long text fields.
Binary fields (fields of type blob, file, or encrypted text).

 

For more details, check out : https://help.salesforce.com/articleView?id=000006007&type=1

If you are doing it in visualforce Page, you can simply use open source javascript bundle like JQuery DataTable or BootStrap Table, these will provide you everything that you are looking for out of the box.

Hope this will be helpful.

Thanks

Hi Bharat,

Give the field an Id, ultimately the whole Visualforce which will have a visualforce component will be rendered as an HTML. Use JavaScript or JQuery to get the value of the field using the ID.

Javascript:

document.getElementById('yourTagID').value;

JQuery:

$('#youTagId').val();

Hope this will be helpful.

Thanks

Hi Mallesh,

Definitely you can Update and Insert Account or any object Record using JavaScript Remoting.

check the below code:
//This is a javaScript Remoting function, you can use it to update/Insert Account
<script type="text/javascript">
function getRemoteAccount() {
var account = {!accRec}; //Initialize an account in your… Read more

Time based workflow/process builder should also serve the purpose here.

Create a workflow and in the entry criteria check last modified date was updated or not. If not then trigger a mail.

Note : This will not work with everytime record is created or edited criteria.

 

Apart from formatting and grouping, there are few other important differences between "Printable View" and "Export Details" in Reporting.

Please find the link to Salesforce article below:

https://help.salesforce.com/articleView?id=000005095&type=1