I am amazed to share the First apex class I wrote back in 10/17/2014.
Apex class used to upload an attachment referencing Parent Id in the Visualforce Page.
Salesforce attachment represents a file that a User has uploaded and attached to a parent standard or custom object record. If the user has created permission on a parent object, then only he/she can able to attach an attachment to the parent object.
You can have a look at the amazing video by Jeff Douglas
When Did you code first time and which functionality was that?
Solution- Rest API Integration/Data upload via Data Loader/Salesforce Lead Capture.
Let's go ahead easy Automation way, Salesforce Lead Capture.
This App is provided by Salesforce.
Let's start configuring it in our Developer Org.
Login to App-Exchange and download an app from the link below:
Install for Admins only, as we would need to setup it correctly. You can decide it according to your business requirements.
After installing an Appexchange, we usually look in the Application tab for the app installed.
You can find a custom tab created as 'Lead Capture' in the All tabs in Salesforce.
Please authenticate your facebook account which has your business page.Make sure you are admin of the facebook page you wish to automate leads.
Please select which business page(Facebook) you would like to link it.
You would be shown some active forms which fetch data from the Facebook business page.
Map Form fields with Salesforce lead fields (Standard and Custom Fields).
You can use Fixed Value for some required fields in the lead object.
So whenever new lead would be submitted, It would be automatically transferred to Salesforce.
How to differentiate between Normal leads and leads which would be inserted into Facebook?
Salesforce Lead Capture used an External ID field as Facebook lead ID ( External ID field is used to avoid duplicates in the records as it performs as a unique key ). You won't find it in the page layout but you can add it there.
Create a list view and in the criteria, you can use Facebook Lead Id not equal to NULL( Facebook_lead_id__c != NULL).List view would show all the leads which would be coming from Facebook.
As we installed the App in the developer org, How to test it if we configured it correct or wrong and lead is going correctly in Salesforce?
Thanks to Facebook, we have a Lead Ads Testing Tool.https://developers.facebook.com/tools/lead-ads-testing
The transient variables are not passed to view state and therefore not stored in View State.
difference between transient instance variable and a static variable?
When you declare a method or variable as static, it's initialized only once when a class is loaded. All static member variables in a class are initialized before any object of the class is created. Indeed they aren't transmitted as part of the view state for a Visualforce page.
Using static variables will cause only one instance of the variable to be loaded when the application loads and that variable will not go out of memory until the app is closed. It holds information that is common to all instances on a class and It is shared between them instead of being created a new with each instance.
Transient keyword to declare instance variable that can not be saved and should not be transmitted as part of view state for visual force page.
Basically, View State is an encrypted, hidden field on a Visualforce page that keeps track of Apex controller state & Visualforce page state between server requests. This field is only generated when there is a tag present on a page.
ViewState is only used on a single page that handles postbacks. Once you redirect to the new page, the ViewState is lost.
The Whole Process of Calling is like this :
A. URL Requested
B. Apex Controller Instantiated on Server
C. Controller State Serialized & Encrypted to View State
D. Page Markup Sent to Browser & Rendered
E. View State Decrypted & Deserialized (for Postbacks)
View State Automatically keeps track of field values for you and Allows for easy AJAX functionality. In order to remove View State Error, we use 4 methods.
A. Reduce Number of Components
B. Use the transient Keyword
D. Use the Streaming API
Granular Locking in Salesforce
For example: if you trying to edit the user details but on the other hand automated process is already doing that then you are not allowed to edit.
for this we use granular locking, this will not lock the entire table but only specific data.
What are the key advantages of granular locking?
1) Groups that are in separate hierarchies can be manipulated concurrently
2) Public groups and roles that do not include territories can be manipulated concurrently
3) Users can be added concurrently to territories and public groups
4) User provisioning can occur in parallel
5) A single-long running process, such as a role delete, only blocks a small subset of operations
Benefits to customers:
Customers who frequently experience locking that restricts their ability to manage manual and automated group maintenance operations.
Enable granular locking, which attempts to lock only the modified portions of the table. This can improve the performance of the following items:
1) Adding/deleting/transferring user from a territory
2) Re-parent a territory
3) Create or delete a territory within a hierarchy
4) Adding or removing a forecast manager
Check the below link for more information
Lets Quick Start on Salesforce Non-Profit with the Help of Trailhead.
Sign Up for a free trial
Astonishing Blog on NonProfit Success Pack from Salesforce.org by
Ines Garcia on Salesforce Ben.
Salesforce for Nonprofits: Start Minute, Dream Astronomically immenseTracy Kronzak
Salesforce Plus NPSP:“The Salesforce Plus NPSP” house model looks kindred to “the Salesforce,” because the Nonprofit Success Pack is just a pre-built version of the base Salesforce model, that integrates and transmutes a few things while leaving basic Salesforce functionality intact.
Accounts, contacts, and opportunities are still the major building blocks. However, each NPSP account represents a household. Each household can be associated with multiple donors (contacts) and donations (opportunities). And since nonprofits may need to track more than donors, they can utilize contacts to manage all kinds of people data—members, volunteers, clients, board members. And they can utilize opportunities to manage grants, in-kind gifts, and memberships—not just donations.
Data Management :
Cognate Objects and Records
Tap Into the Nonprofit Community :
With your Salesforce.org grant, you get a set of no-cost subscriptions to NPSP, along with access to the Power of Us Hub (authenticate with your NPSP tribulation username and password). The Hub is a portal for members of the Salesforce nonprofit community to collaborate. Whether you implement NPSP on your own or with avail from an implementation partner, you can always turn to the Hub with your questions. Folks in the Hub are agog to learn from and avail other users.
Heroku is fully managed, giving developers the freedom to focus on their core product without the distraction of maintaining servers, hardware, or infrastructure. The Heroku experience provides services, tools, workflows, and polyglot support—all designed to enhance developer productivity.
Lets Quick Start on Heroku with the Help of Trailhead.
- Before Deploying an application to Heroku, make sure you have an active Heroku Account.If not, Navigate to https://signup.heroku.com and create a Heroku account.
- Add a new field to the Contact Object:
- In Setup, click the Object Manager tab next to the Home tab.
Click the Contact object.
Click Fields & Relationships.
For Data Type, select Text, and click Next.
Complete the custom field as follows:
Field Label: External Phone ID
Field Name: External_Phone_ID
Unique: Select Do not allow duplicate values
External ID: Select Set this field as the unique record identifier from an external system
- Login into Heroku Account.
- Deploy the sample Phone Change Application.
- Select the United States as the Region, then click Deploy App.
- After the app has been deployed, you can manage it in the Heroku Dashboard by clicking the Manage App button and view the app by clicking the View button.
Provision the Heroku Postgres Add-on and Provision the Heroku Connect Add-onProvision the Heroku Postgres Add-on
Connect, Use, and Develop
Databases are multi-ingress: use them from any cloud, PaaS, or your local computer. It is easy to connect with common languages & frameworks including Rails, Django, PHP, and Java: configuration strings are generated for them automatically.
Scale and Grow
Scale vertically by choosing from a range of plans. Plans differ based on the size of their hot-data-set, the portion of data available and optimized on-the-fly in high-speed RAM. When the time comes, scale horizontally by adding read-only followers that stay up-to-date with the master database.
Starter Steps :
- Click the Manage App button to visit the Heroku Dashboard and click on your new application.
- Click the Resources tab.
- In the search area in the Add-ons section, type Heroku Postgres, click Enter and then click Provision.
Seamless Heroku and Salesforce data synchronization
Heroku Connect makes it easy for you to build Heroku apps that share data with your Salesforce deployment. Using bi-directional synchronization between Salesforce and Heroku Postgres, Heroku Connect unifies the data in your Postgres database with the contacts, accounts and other custom objects in the Salesforce database. Easily configured with a point and click UI, it’s simple to get the service up and running in minutes – no coding or complex configuration is required.
Starter Steps :
- Click the Manage App button to visit the Heroku Dashboard and click on your new application.
- Click the Resources tab.
- In the search area in the Add-ons section, type Heroku Connect, click Enter and then click Provision
- Click Next and then click Authorize
- Now set up Heroku Connect.
Create a mapping between the Contact object in Salesforce and a table in the Heroku Postgres database.
- In Heroku, click Create Mapping. Select the Contact object.
In the Database -> Salesforce section, select the Write database updates to Salesforce using -- None -- as the unique identifier option and choose External_Phone_ID__c from the dropdown list.
- Click Save.When you've completed the mapping setup, the data begin synchronizing.
When the syncing is complete, open your Heroku app in a new browser tab, by entering http://APP_NAME.herokuapp.com and replacing APP_Name with your app name.
Complete the form and Since you had previously set up the bidirectional sync with Salesforce using Heroku Connect, this should also automatically update the contact record in Salesforce.References :
Technology alone cannot help the students unless you get proper guidance. I found college students at campuses across the globe admitted being addicted to modern technology. This is where India Dreamin would play the best role in their life. India Dreamin is an enormous Event, who is giving me the opportunity to have a lifetime experience of
communication with such a great set of the young crowd. Don't forget to take a sneak peek of the event via twitter or website. Listen to inspirational talks from Industry leaders around tech subjects. Every Star Speaker is a Salesforce champ and has been contributing to the community in their unique way. Getting connected with such extraordinary people would be an opportunity we just can’t miss. As I'm myself in my early twenties, it is surely a huge opportunity for me to present myself as a Volunteer in front of the pupils. In the event, it is important for me to have an interactive session with the students and be a resourceful adviser to each one of them. The highlight of the event that I am eagerly looking forward is the rapport and the compatibility that will be created on the premises with the support of the students. I am thrilled to engross myself with everyone present there and be my best to guide them with their queries related to career and similar points. Spot me and let’s have a chit-chat about Salesforce.
Lightning has a much more dynamic user interface, but it still lacks this basic functionality which keeps many customers from managing their calendars entirely in Salesforce.
IDEA 2 -
Desired behavior: When a new chat is accepted, the new chat should load in the background, allowing the agent to continue working on the other chat(s) they have open. The new chat should *not* force the agent to sit there and watch the 3 chat sub-tabs load. After working a little more on the open chats, the agent can check back on the new chat, and see how far along the customer is in composing their question. This is less disrupting to the agent workflow and maximizes agent control and efficiency.
Note: We've been told by the Live Agent PM that this is desired/expected behavior of the product. However, having observed agents in the field using Live Agent over the course of 1 week, I am confident that this is not desired behavior, and it is much preferred that the new chat *not* monopolize focus, and force the agent to sit there and watch the 3 sub-tabs load.
Ideally, we should be able to send a link that opens up to the specific process. This could be something similar to what is available in the Service
I've gone through the pardot API documentation, but have not found anything related to merging/deduplicating pardot prospects through the pardot API. We have a scenario where we are getting a lot of duplicates in our pardot instance. And also we have defined criteria of considering which of these prospects are duplicates.Since this number is huge, we wouldn't want to spend hours manually merging all of these duplicate prospects. Would be glad if Pardot rolls out an additional method within its APIs.
Please vote up this idea if you're facing the same issue.
Steps To View Setup Audit Trial:
The preceding screenshot shows the last 20 most recent configuration changes for your organization.The Audit Trail is useful for troubleshooting. Because it captures date/time, you can often trace user issues back to a specific change. For example, if users all of a sudden are being asked to reset their passwords, you can trace that back to a change in password settings.
To download your organization’s full Setup history for the past 180 days, click the Download link. This will give you a CSV file that can be opened in Excel and sorted.
Starting with Winter'16 the SetupAuditTrail object (https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_setupaudittrail.htm) has now been exposed via the Salesforce API's and within Apex via SOQL.
Have a look at Andy in the cloud blog about the SetupAuditTrail object.
Audit Trail key concepts:
You can check Audit Trail for the mentioned section/type of changes:
Administration: This will track sundry administration changes such as vicissitudes in the company information, multiple currencies, users, electronic-mail address changes, profile changes, roles, record types, engendering e-mail footers, and domain name changes.Customization: These vicissitudes are cognate to the interface changes, forecasts, contracts, conceptions, field tracking in victuals, support-cognate settings, process setups, and transmutes to groups.Security and sharing: These are cognate to security settings and sharing, such as password policy changes, session setting changes, vicissitudes in SAML settings, and so on.Data management: These vicissitudes are cognate to the mass expunction of records, data export requests, the mass transfer of records and import wizard utilization, and transmutes in analytic snapshots.
Development: This change is cognate to Apex classes, triggers, and Visualforce. Changes can include modifications to triggers, classes or Visualforce; remote site access setup; and Force.com site setup.
Sundry setups: These include sundry setup changes such as the engenderment of an API, utilization metering notifications, territories utilization, workflow and approbations settings, and AppExchange package installation/uninstallation, and engenderment and effacement of workflow actions are additionally tracked.
Utilizing the application: These transmutations are cognate to the vicissitudes in the account team and opportunity team selling settings, Google App accommodations, and the enabling and incapacitating of partner and customer portal users.