Despite being such a highly used platform, Salesforce.com’s user interface has been lacking for quite some time. So, we were excited to hear that they are getting a whole new UI starting October 17, 2015 that is a more modern user experience. This update will also have new features designed to help you sell faster, be more productive, and make better decisions.There will be more than 55 re-imagined Sales Cloud pages and 25 completely new features launching with the Winter ’16 release. The Lightning Framework allows developers to build slick UI’s using the Lightning Design System, the Lightning App Builder and … Read More
Creating Tasks from Apex in Salesforce
Tasks in Salesforce.com are a powerful tool that can help users and managers in the environment complete assignments associated to business processes. You can create tasks manually, through workflows, or custom Apex code. In this blog, we are going to show you how to create a task via Apex Code. When creating a new Task, you will need to include all required fields from the Task object. By default the Subject, OwnerId, Status, and WhatId fields are required, and will need to be included in the Task creation, along with any other fields your organization have marked as required. The … Read More
How to Create a SOAP Service in Salesforce
Salesforce provides a powerful SOAP toolkit that developers can leverage to connect their services to their Salesforce.com enviromnet. In this entry we are going to show you how to create your SOAP service within Salesforce.com. First you will need to establish your Web Service logic. This can be done by creating a new Class in Salesforce.com. Below is an example that will create a new Account when called: global class AccountPlan{ //Define an object in apex that is exposed in apex web service global class Plan { webservice String Name; webservice String aId; //Value Returned to Initial System } … Read More
Record Naming Convention Trigger in Salesforce
Out of the box Salesforce functionality does not allow for a naming convention on the Opportunity object. When creating an Opportunity, the user must enter a name for that Opportunity. If your business process requirements demand a set naming convention, asking the user to input a specific name every time is tedious and unreliable. In this post, we are going to show you how to implement a system generated naming convention, using fields found on the Opportunity object. You will need to agree upon which fields will comprise your naming convention based on your business process. Once you know which … Read More
Assigning Group User from Apex
Public Groups in Salesforce.com serve as a useful tool to share content in an environment with multiple users. In our projects at M&S, we have used public groups in a variety of capacities including assigning users to records based on record criteria. In this post, we’d like to show you the benefit of using public groups for users outside of the traditional Salesforce assignment. One useful aspect of Public Groups is that you can manipulate the group without effecting custom code. For example: If you have a line of code similar to the following: String userId = UserInfo.getUserId(); User u … Read More
Storing Record IDs from a List View in Salesforce
Built into Salesforce is the ability to add buttons onto List Views. This is an extremely helpful and powerful solution for updating records without needing to navigate onto the record detail page. In this blog post, I aim to cover how to implement selecting records to update, along with handling multiple record selections. Part 1: Storing and Passing IDs Salesforce provides built in syntax to capture the user selected record. In the button logic you will need to provide this piece of code: var oId= {!GETRECORDIDS($ObjectType.Object)}; This stores the user selected record Id into a variable which then can be … Read More
Migrating changes between Org’s using Change Sets in Salesforce.com
The easiest way to send configuration changes from one organization to another is to use a change set. To send customizations from your current organization to another organization, you create an outbound change set. Once you send the change set, the receiving organization sees it as an inbound change set. Change sets can only contain changes that you can make through the Setup menu, and they don’t support every type of component that can be customized. You also can’t use change sets to rename or delete a component. If you make changes that aren’t supported by a change set, you … Read More
Force.com Development Lifecycle
A sandbox is a copy of your production organization. Sandboxes contain the same metadata—which is configuration information such as the types of custom objects and fields, applications, and workflows—as your production organization. That metadata, as well as data in the case of a full sandbox, is copied to a new organization, completely isolated from your production organization. Operations you perform in your sandbox don’t affect your production organization, and vice versa. Sandboxes are available in Enterprise, Unlimited, and Performance Editions. With Unlimited and Performance Edition, you can create multiple sandbox copies of different types. These sandboxes can be used for … Read More