Salesforce Lightning Experience Experts and Early Adopters

Trey AroseNews and Updates, Offerings, SalesforceLeave a Comment

Lightning Experience banner

While we were at Dreamforce 2015 this year, M&S was given the unique opportunity to see first hand the beautiful new UI released by Salesforce. The new “Lightning Experience” brings a much-needed refresh to the Out-of-Box UI that users of Salesforce have come to know and begrudgingly accept. With its fresh new look, powerful selling tools, and Salesforce1 Mobile readiness, Lightning is the next big enhancement for any CRM user. M&S has already begun enabling and implementing Lightning both internally and for our current Salesforce customers. Let us help you with your CRM needs and integrations, and take you on … Read More

Leveraging the Power of Salesforce External Objects

Trey AroseOracle, Salesforce, Technical TipsLeave a Comment

Here at M&S we are working on a ground-breaking new project containing multiple data sources being brought into one Salesforce org and displayed using Visualforce with Bootstrap CSS. A crucial and challenging area of our client request involved not replicating data from external enterprise systems by storing it in a Salesforce Object (neither Standard nor Custom). This led us to the use of Salesforce External Objects. External objects are similar to custom objects, except that they map to data that’s stored outside your Salesforce organization. Each external object relies on an external data source definition to connect with the external … Read More

Salesforce Identity

Trey AroseIdentity & Access Management, Salesforce, Technical TipsLeave a Comment

Salesforce Identity

Many businesses have come to integrate SSO (Single Sign-On) services into their organization allowing their employees to have a single point of login for company products. Traditionally this requires an Identity management service, like Active Directory, hosted on a server within the organization. Now there is another option, Salesforce Identity. Salesforce Identity acts like a traditional service or identity driven SSO, allowing employees to use their Salesforce login credentials to access different services offered by their organization. The best part about Salesforce Identity is that if you already have an Enterprise addition of Salesforce, you already have the ability to … Read More

Creating Tasks from Apex in Salesforce

Trey AroseSalesforce, Technical Tips1 Comment

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

Trey AroseSalesforce, Technical TipsLeave a Comment

How to Create a SOAP Service in SFDC

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

Trey AroseSalesforce, Technical TipsLeave a Comment

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

How to Create a Public RESTful Web Service on a Force.com Site

Trey AroseSalesforce, Technical TipsLeave a Comment

How to Create a Public RESTful Web Service on a Force.com Site

In the following tutorial we make a simple RESTful Web Service on a Force.com site. So lets get started, we will first create a Apex class by navigating to Your Name | Setup | Develop | Apex Classes | New Below is the  Apex code, @RestResource(urlMapping=’/myservice’) global class MyService { @HttpGet global static String doGet() { String name = RestContext.request.params.get(‘name’); return ‘Hello ‘+name; } } Now the next step is to make this Apex class accessible via Public URL. Navigate to Your Name | Setup | Develop | Sites   Click the name of the site you want to control. … Read More

Assigning Group User from Apex

Trey AroseSalesforce, Technical TipsLeave a Comment

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