Salesforce: Some Insights

Quick Tips: Revive an old machine with Lubuntu

2024-01-04T14:01:00.000-08:00

What would you do if you have a 10+ year old laptop that is but too old to run any version of Windows. Unless you can actually donate it or make use of it, most likely, it'll be lying there for too long. I had a similar situation, so, I thought of utilizing it for my hobby activities. Hereby I'm sharing some quick steps that you can also use to renew your old computer/laptop.With these steps you

Sneak Peek: Handle Record Delete triggers using Flow Automations

2023-11-21T15:53:00.000-08:00

Traditionally, within Salesforce platform, only Apex triggers were equipped to handle record delete events. For any custom handling of delete actions, one had to create and maintain Apex code. Not to mention, be mindful of the best practices of handling deletions in bulk and displaying error messages.Salesforce flows have been graduated to now handle on delete events for objects within Salesforce

Quick Tips : Use SFDX Auth token within CURL requests (Mac/ Linux)

2022-12-03T08:00:00.000-08:00

I came across a peculiar requirement recently, wherein we needed to download files in a scheduled job. As you all know downloading a file can be a tricky affair with Salesforce. Fortunately, using REST API we can achieve it. So, the solution became somewhat easier, wherein we could make a CURL call and download the file. However, all usual cases reference using login name/ password or

Quick Tips: Sort Pipeline by Sales stages with Salesforce Tableau CRM (Einstein Analytics)

2022-11-18T07:30:00.000-08:00

Quick Tips: Sort Pipeline by Sales stages with Salesforce CRM Analytics (aka Tableau CRM)Problem StatementWhile working on a recent change, we realized (a bit late) that the sales pipeline view shows sales stages in incorrect order. Ideally, you would want the pipeline view to reflect the stage in the same sequence as the sales process (for example Prospect, Propose, Negotiate, Close).Sales

Quick Tip : Stop emails from Sandbox to unwanted domains

2022-11-05T08:00:00.006-07:00

Designing a robust automated system is challenging yet profoundly satisfying. I'm sure most can relate, it is bliss to watch the system automatically doing all the work, like clockwork (quite literally).However, there can be some downsides as well. In our example, we wanted to ensure that in no way possible, an email is sent out to external recipients from a sandbox. Of course, the first step

Quick Tips: Queueable Apex : Loose Coupling with Chainable Interface

2021-03-17T18:34:00.000-07:00

Queueable Apex : Loose Coupling with Chainable InterfaceIntro to Queueable ApexTime and again, we come across use cases where we have to either perform an extensive processing, which can breach governor limits, or we want to perform some work asynchronously for improved user experience. Queueable apex provides us a means to create an asynchronous job (An asynchronous job means a piece of work,

Quick Tips: Setup Salesforce developer machine - without ADMIN Access

2020-07-21T17:21:00.001-07:00

I presume, a lot of developers may be struggling to use right developer tools for salesforce development. It can be a further problem, if one doesn't have admin access on workstation, as lot of these tools just provide guidelines to install these tools. So this article covers setting up developer machine, without any installation process. In essence, you can setup a fully working Salesforce

Tool - Google Play Comments Extractor

2020-06-29T14:59:00.000-07:00

I was recently chatting with a childhood friend (rare thanks to COVID19, life is not so fast, for now). He's a researcher and a Six Sigma expert. He mentioned he was facing a problem wherein he needs to extract google play app reviews. Now, being the programmer at heart (for good and bad), I thought it would be easy to crack. I stumbled upon various techniques and found a better/ faster way to

Salesforce : Quick Tips: Mass Upload Roles

2020-02-15T15:04:00.003-08:00

Recently, I was working on a project, wherein the organization was undergoing complete restructuring (merger, re-organization) and added to that re-vamp of CRM to improve Sales operations. As an integral part of data security. There was a need to review and redesign role hierarchy. Long story short, we ended up with a large list of roles (400+). We could have assigned someone to manually

Quick Tips: Setup SFDX Manually without Admin access

2019-11-14T09:36:00.001-08:00

We all have faced challenges while working in different enterprise environments, where there may be lot of controls/ checks/ red-tape to get by. In such situations, getting access to simple tools (even git) can take lot of time. Note: This tutorial is to be followed at your own risk, as it may not be complaint to your organization's IT policies. What is SFDX? SFDX is a command line

Time to Migrate from Salesforce Force.com IDE to VS Code

2019-01-23T19:53:00.000-08:00

Image Credit: Visualstudio marketplace Why? In case you don’t know Salesforce is phasing out Force.com IDE (planned for June 2018) to promote newer IDE choices. There are already many IDEs out there to take Eclipse based Force.com IDE’s place. However, Salesforce is officially promoting Microsoft Visual Studio Code (aka VS Code) as official IDE. What is VS Code? VS Code is a

Sneak Peek: Lightning Web Components

2018-12-14T15:14:00.000-08:00

With latest announcement of Lightning Web Components, Salesforce development ecosystem (Lightning Platform) moves one step closer to using web standards of UI development. It is definitely quite welcome move, as it helps in learning and utilizing skills which are not confined to Salesforce ecosystem. You must read this official Salesforce blog post to get more background details on why and

Lightning: Generate PDF within Lightning Experience with Salesforce Data

2018-12-01T15:48:00.001-08:00

Some time back I posted a solution to generate PDF from Lightning components using in-memory data. Post url: http://www.vermanshul.com/2017/07/lightning-generate-pdf-from-lightning.html It was developed for a specific scenario, wherein we need to generate PDF where: User interface is Salesforce classic Initiated via Lightning Component Data doesn't exist within Salesforce and is completely

SFDX Utility - Easy to use Command Line Wizard

2018-11-15T19:07:00.000-08:00

As you would already know, SFDX is Salesforce utility for improved build management and development activities. It is definitely a big leap in terms of bringing Salesforce development practices in line with common delivery and development processes. However, I believe non-admins, new developers and most of folks who love browser based development will be puzzled, as they now have to move to a

Quick Tips: 6 Hidden Salesforce Gems you may not be using

2017-11-24T09:52:00.003-08:00

Salesforce is undoubtedly a leader in cloud CRM and has an immensely rich set of features and capabilities. Yet, I've come across several Salesforce customers who are not quite familiar with all the capabilities of Salesforce. As I see it, it not only shadows the value that an organization can get from its Salesforce investments, but sometimes it also leads to additional costs or delays. Not to

Quick Tips: Salesforce default Images

2017-10-31T12:39:00.004-07:00

Well, I'm sure a lot of you still rely on using out of the box salesforce images for displaying quick icons within formula fields or even using them within your Visualforce pages. Lately, I realized that a lot of earlier resources are no longer accessible, so I tried to quickly extract all images from Salesforce CSS files and provide a quick reference here. Please note, I've referenced all

Lightning: Generate PDF from Lightning components with in-memory data

2017-07-27T09:16:00.001-07:00

I'm sure as everyone is diving into lightning components development, they are getting acquainted with the nuances of the Lightning components framework. As well as, its current limitations. Being a new framework, this is bound to happen. Although we have our users still using salesforce classic, we have started using lightning components framework our primary development platform and

Quick Tips: Salesforce environment strategy: Single Org vs Multiple Org

2017-07-01T13:40:00.002-07:00

Much has been written and presented around Salesforce single organisation and multi-organisation strategies. But, still the question is asked quite frequently. There are really good articles and blogs and I'm hereby trying to compile the information and add my views to it, to provide a summary. Single Org. Approach In a single org. approach, an organisation maintains one single

Lightning : Share common code across multiple components

2017-06-07T08:40:00.001-07:00

With more and more complex components being built into lightning, it becomes quite important to understand how we can improve our codebase and ensure that we use best practices. When it comes to building lightning components, they are expected to be pretty much self-contained. It works well when creating standalone components serving specific business function. But, often in enterprise arena we

Sneak Peek: What is Visualforce Viewstate? and how to keep it lean

2017-03-14T15:02:00.000-07:00

.imgPanel{ transition: width 0.4s, height 0.4s; } .imgPanel:hover{ height:150% transition: width 0.4s, height 0.4s; } Note: The main content for this blog post was shared by my friend and colleague Shriram Kabra. There are loads of blogs and articles around managing viewstate in Visualforce pages. As you would know, viewstate is primarily a serialized form of controller state between

Sneak Peek: Visualforce with Javascript Promises

2017-01-24T20:53:00.000-08:00

While working with Visualforce pages along with javascript remoting functionalities, we often create a lot of callback methods. On top of it, multiple invocations in a chained approach is more chaotic, often hardcoded and leaves code quite unreadable. Following is an example code while using Javascript remoting within Visualforce page:-

Quick Tips: All about sending emails from Salesforce (with advanced features)

2017-01-02T22:51:00.001-08:00

Emails are still a very essential part of our day to day communication. Be it an internal communication within the organization, or across organizations or between customers and organization, emails are one of the key communication mechanism (let's not debate on pros and cons here). Quite obviously, Salesforce provides various options to send emails to internal and external recipients. In this

Quick Tips: Some things about Salesforce Validation rules you may not know

2016-12-22T08:00:00.000-08:00

What are validation rules? While creating any application, one of the most crucial building block is clean and good data. We do get ability to define required fields on field and page layout level, but there can be complex scenarios where the business rule needs multiple fields to ascertain data quality. Salesforce provides a very helpful feature called "Validation rule" to ensure

New Salesforce Book - Apex Design Patterns

2016-04-28T09:57:00.001-07:00

Refer below links to purchase: Packt publications Amazon.com (US) Amazon.in (India) Amazon.co.uk (UK) I'm really excited to share that today my book (co-written with Jitendra Zaa) has been published. Here are some personal insights A little history This particular topic was always in my head and coming from .Net background and having worked with lots of design patterns in

Quick Tips: Un-clutter Report type list (hide report types)

2015-10-29T09:33:00.000-07:00

Frankly, this is a pretty nifty feature I have just observed (never paid attention) and I thought that most of you like me, would have never looked into it. So, hereby sharing it. While implementing Salesforce, one of the key things we showcase to users is the ease with which users can create their own reports with point-and-click features. This is definitely a very important feature for end