Salesforce allows administrators to send emails based on workflow actions that are triggered within the environment. You can perform the same functionality utilizing Apex trigger code after you set your trigger logic. In this example we are going to send an email to an Account Owner once an Opportunity has been created for their Account. We will cover the following functionality: Querying the Account object for the Owner Querying for the required Email Template Establishing the email Sending the email //list for emails List emails = new List(); //query email template object EmailTemplate et=[Select id from EmailTemplate where name=:’Hello … 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
Changing Standard Labels and Tabs
Administrators have the ability to change standard field labels in Salesforce.com. However, changing these labels is not the same as changing a custom field label, this functionality can be overlooked if you are unaware that it exists. To change standard field labels and tab names you’ll need to navigate to: Customize | Tab Names and Labels | Rename Tabs and Labels From here you can see all standard tabs Once you select the standard object you want to edit, and navigate to step two you can find a full list of editable standard fields. Make your changes here and click Save. … Read More
Salesforce Orders
Introduced in Spring ’14, Salesforce Orders create an agreement between your company and a customer to provision services or deliver products with a known quantity, price and time. Salesforce Orders brings Sales and Service processes closer to one another and bridges the GAP between Sales Cloud and Service Cloud. One can create Orders from Contracts and/or Accounts. Reduction Orders and Negative Quantity allows users to process returns and reduce services. After an order is created – Account and Contract fields on an Order cannot be modified. Orders follow the sharing model of it’s Account. Some considerations: Users must have the “Active Orders” … Read More
3 Main Features of Salesforce File Sync
Salesforce File Sync is a Cloud Based Management System that allows users to easily sync files to their salesforce org. The three main features of Salesforce File Sync are: Sync Share Collaborate Sync: To use Salesforce File Sync, users download a desktop application which provides a folder for synced files. Files in the Salesforce File Folder are automatically synced with salesforce and can be accessed from the user’s desktop or the salesforce org. Share: Users can share synced files using chatter or through an external collaborator using a link. Collaborate: Once files are shared, people who have access to … 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
Salesforce.com Changes Cause Error In Sublime Text and MavensMate
If you are an active developer in Salesforce.com, you are well aware that the developer tools leave a lot to be desired. Sublime Text and MavensMate are here to help, providing many features that really “make” the developing experience. Recently Salesforce.com has changed a few backend pieces including the naming of classes and triggers. The changes are as follows: .cls became .apxc .trigger became .apxt These changes cause the following SublimeText/MavensMate error: [OPERATION FAILED]: Resource Not Found. Response content: [{errorCode’: NOT_FOUND’, u’message’: Provided external ID field does not exist or is not accessible: <unknown>’}] If you happen to come across … Read More