How to Bypass Validation from Apex Across Objects [Salesforce]

Brandon JonesOfferings, Salesforce, Technical TipsLeave a Comment

If your Salesforce org has Triggers and Apex, you’ve probably run into the issue of hitting Validation Rules (VRs) when your Apex code tries to insert or update a record. The example below is across two objects and how you can solve for it. Let’s say you have an object called Positions and another object called Applicants. There is a lookup field on Applicants to the Position object. On the Positions object, you have a date field called Last Interview Date to identify the latest date an applicant was interviewed. Due to the relationship between Applicants and Positions only being … Read More

A Work-Around for Salesforce Bulk API v2.0 (in Dell Boomi)

Brandon JonesOfferings, Salesforce, Technical TipsLeave a Comment

Summary: Salesforce Bulk API Usage, though it offers performance benefits over regular APIs is a scarce resource for organizations. It is important to conserve and optimally use the Bulk API. ——- The Dell Boomi Salesforce connector does not support the Bulk API v2.0 (which essentially makes a determination automatically whether to use the regular or bulk API) at the time of writing. This feature is sought-after in the forums since organizations hit their Bulk API usage limits frequently. Processing much lower volumes of documents through the Bulk API (Bulk API accepts 10,000 documents in a single go) may be a wasted … Read More

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

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

Amazon Web Services on Salesforce

Mara MonaghanOfferings, Salesforce, Technical TipsLeave a Comment

Amazon Web Services on Salesforce

There is an App available from Salesforce that makes connecting S3 buckets and EC2 instances incredibly simple. Referred to as the Amazon Toolkit. With Salesforce as a leader in the SaaS world, one might not see why integrating with AWS, a leader in the IaaS world, would be beneficial. Salesforce allows you to create incredibly simple custom apps for just about any requirement, but the raw data in these apps tends to be tucked away and hidden. Sometimes an organization might need to analyze data beyond Salesforce’s capabilities, or as a way of saving costs by backing up older records and … Read More