I am introducing here Quote to Cash which is well known as QTC. QTC is a process where Sales Organizations send details to their customers on their product offerings as per their need, provide them with the pricing for the set of products that they have requested, put all those in an official document called ‘Quote’ and then it continues through Invoice, payment and negotiation which comes under ‘Cash’.
Category Archives: Apex Development
Any code when written in a clean, easy to understand and formatted way is easily readable and accepted by everyone.
It is essential for everyone to easily understand the code one writes as same projects can involve participation of multiple programmers. For easy identification and understanding of the code and code flow by everyone involved, it is essential that the code is structured, clean, and easily maintainable.
Explained below are some of the practices to write clean and understandable code.
Commenting and Documentation
For any software project reliable documentation is crucial. Commenting and documentation helps one analyze what’s happening inside the code. This is very crucial for the one who is examining the code for the very first time. Writing comments for methods or functions is good for understanding its purpose. They can quickly show what a complex function is doing.
However, don’t write unnecessary comments as it would make your code messy. Obvious commenting does more harm than good. Comment should describe only what the method is doing or why it’s written. It can also describe the purpose of writing the program in a nutshell at the beginning of a class or module.
Adopting a consistent naming convention in your program is always a sensible and thoughtful practice. It’s a set of rules for picking the character flow to be used for identifier, which signify variables, functions & methods. It makes it easier to understand the purpose of using that variable / function / method. If one’s a beginner, it’s a good practice to give meaningful names to your variables, methods, functions etc. instead of vague combinations of alphabets and numbers. Using camelCase and underscores is a widely popular approach. Use of camel case is to be preferred as this does not create confusion between salesforce api names and variable names in case of apex code.
There’s nothing worse than reading a piece of code that is poorly formatted. Indenting makes your code looks neat and clean. It is easy to understand the flow of program, the link between control flow constructs such as loops and codes written inside and outside of them.
Keeping it simple
One should keep their code as simple as possible. Avoid writing complex code for simple logic. Try breaking down your code in multiple methods if the logic is getting too complicated for a single module.
Ideally a method or a function should not have more than 40-50 lines of code, excluding comments.
Modules like servlets, triggers and callouts should not have any logic written in them. All the logical operations should be performed in a helper lass.
It is not advisable to use “hard-coded” values referring to environmental parameters, such as absolute file paths, file name, user name, host name, URLs etc. Else, the application might not run on a host with a different design. An efficient programmer should parametrize such variables and configure them as per the hosting environment outside of the application.
The best way to do it would be to maintain all the required constants in a single file which is easily configurable without making any code changes.
Loops and conditional statements
Beware of using loops and conditional statements in your code! Choose right loops at the right place in order to save code’s execution time.
Too many nested blocks of code can reduce code efficiency and readability drastically.
Omit unwanted code
It’s very common to find a block of code commented inside the program. It’s not going to do any harm to your program but bloats the code unnecessarily, so try not to keep such code. In addition, since this code is not going to be executed or compiled there is no difference between commenting out and deleting that code. Deleting commented codes makes your entire program looks cleaner.
In case of future necessity of the commented blocks, maintain additional backup along with the code repositories.
Do not just copy and paste code
If you have a snippet of, say, seven lines of code that do one thing, and you want to do it again for another module, don’t just copy and paste the code. Instead, make a function and to make it reusable. It’ll keep your code simple.
Code Versioning, popularly known as version control, is the management of the changes made to computer programs, documents and other collection of information.
In computer programming, it refers to the process of tracking & controlling the changes made to the source code.
Version control becomes very important especially when working in a big team as this saves additional time that one might require for code merging and also one can easily backtrack in case of errors.
Code versioning is to be done for every project using available resources like Gitlab, Github, Assembla, etc.
Data loader is a tool provided by the salesforce so that we can perform various functions through it. The functions could be insert, update, delete, export, export all, upsert. This is a migration tool which is used to migrate data more than 50,000 in number, but a drawback of it is that it cannot scheduled.
Thus to overcome this drawback we make use of dataloader through command line interface which is scheduled with task manager.
The most important part of setting up Command Line Data loader is to generate the encrypted password using utility provided by the Data Loader.
C:\Program Files (x86)\salesforce.com\Data Loader\bin
What is REST: –
REST is Representational State Transfer which helps two systems to talk to each other with a common programmatic language. Rest is a successful replacement for HTTP.
Integration in Salesforce can be done in the following steps: –
2) Call out.
3) Web services.
What is an EventBrite?
An EventBrite is an app which syncs event data into salesforce. It is a free app which help the event organizers to import data from their event to the salesforce. Event data is created through ticketing platform is synced to salesforce contact list and promo code can be sent back to the Eventbrite.
Macros are very powerful and interesting component of salesforce. Macros are like set of computer instructions that executes to automate some task that task can be to assign value in a field, to automatically send an email, to update any field, selecting an email template and more. All instructions that we create using macros get execute on a single click. Macros are mostly use with case feed layout basically to update case and to send quick response to user about any update of case raised by that user.
Salesforce provide us standard functionality to create Reports and dashboards to represent record in diagrammatic form. Sometimes we face the requirement to represent our data in diagrammatic Form on visual force page in some specific type of diagram we represent it using chart. Salesforce provide us Bar chart, Pie chart, Gauge chart, Radar charts
Here I am going to explain how we can represent specific field data in the form of gauge chart. To achieve this requirement we need four things basically. First we should have an object whether its standard or custom object, a field associated with that object that should hold any numeric Value, apex controller, apex class.
I will start with object lets say I have a standard controller Account where I have a custom field Score and I need to represent that score in the form of gauge. Whenever page loads that value represent in the form of gauge and whenever the fields value changes the gauge should reflect that Change.
Let’s go through the set of steps with sample code for the implementation of AngularJS with Bootstrap on a Visualforce page. Continue reading
Google AdWords provides you with a unique ID, called a “GCLID,” for every click that comes to your website from an AdWords ad. By querying “GclId” you’ll be able to see which keywords (Search String) are contributing not just to new lead submissions, but, more importantly, to actual sales.
How to Retrieve Keywords
You need to have an AdWords manager account to apply for access to the API. If you don’t already have a manager account, you will need to create one.
For Create new Manager Account follow the link.
Adwords API access:
For Adwords API access we need to submit the details, after logged in to your manager account:
Go to Gear IconàAccount Settings-àAdwords API Center.