In this blog I will share the Salesforce Development best practices that I have learned over the years. I have tried to give a few code snippets to provide examples. Feel free to use the code as-is.
Category Archives: apex develeopment
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.
Contact Roles in Salesforce.
I observed in many salesforce communities that lot of salesforce people facing challenges in associating one contact with multiple accounts, cases, Contracts or Opportunities.
In salesforce architecture Contact has a Standard Account field, which means a Contact can be associate with on account.
However we can create few more Custom lookup fields on Contact to associate few more accounts, but that will not be a good approach to achieve this requirement if you want to associate one contact to n number of accounts, cases or Opportunities.
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
Single Sign On (SSO) is a facility for all users by which they can manage their all accounts using one login they no need to do manage more accounts (User Id and Passwords). In SSO user gain access in multiple sites using just single log in. Single Sign On (SSO) is independent software system.