Browse Author: Taha Sadikot

Duplicate Management in Salesforce

Duplicate Management in Salesforce is very easy. You just have to create a Matching rule on your object which will decide the criteria to detect Duplicates. Then you have to create a Duplicate Rule on your object which will decide what actions to trigger when duplicates are found.

In Matching Rule you have to select the object on which you want duplicate detection, enter name for the rule, Unique name gets automatically filled up replacing spaces with Underscore character, you can give description for the rule after that and the most important thing is to select the Criteria for Duplicate checking i.e. which field/s need to be checked for duplicate values. You can also give and /or conditions with the criteria to meet your requirements.

eg. you can check if the FirstName and email Or LastName and email  fields are duplicated inside Leads.

In Duplicate Rules you can select Record Level Security whether you want to Bypass sharing rules or you want to Enforce sharing rules. After that you can select Action on Create and Edit, whether you want to allow duplicates or you want to block them throwing an error. Along with this you can also do reporting on duplicates and throw error even after allowing duplicate creation. After this you need to select the Matching Rule for your Duplicate Rule.

You can also provide filter Criteria in you Duplicate rule which will check only those records which fall into this criteria for duplication.

“h is not a number” Error in Salesforce For Outlook Side Panel

When you have configured your Salesforce to Outlook successfully and still you get an error on your Side Panel in Outlook that “h is not a number”, then that issue is because of Old Internet Explorer version on your computer.

To solve this Issue you just have to update your Internet Explorer to a version greater than version 11.

This error occurs because Salesforce for Outlook Desktop Application uses IE as its connection to the Internet. So if the IE version is older than 11 then it does not provide response to the Salesforce for Outlook Desktop Application, thus resulting in an error.

Integrating Salesforce with Formassembly

To integrate Salesforce with Formassembly to get data from Web forms into Salesforce object you need to buy the package from the website www.formassembly.com. They will provide you with an URL for your organisation and you can login from there using the credentials provided by formassembly.

After you Login into the website you can create forms according to your need with any content you want. You have various types of content you can add into the form to get correct data from the Users of your Website where you will upload the form by using the Form URL and adding it to the Iframe in your website.

<iframe src=”URL for your form goes here” height=500 width=500>

After you are done with designing your form comes the tricky but easy part of connecting the form to Salesforce. The Data submission is event based in formassembly. For that part you need to click on the Connectors tab of your form.

Formassembly ConnectorYou have 4 events on which can send data to salesforce. 1-when the user is viewing,2-when user saves for future submission,3-when user submits the form,4-post submission.

You can add a connector according to your need to any event you want and then configure the connector.

Formassembly Connector Config

In the configurations you need to enter the credentials for your salesforce organisation and then enable the connector. After that you need to add the instructions for the data you want to send to salesforce. You can Insert,Update,or Upsert data into salesforce according to the conditions you provide. You can also manipulate the data before saving it in to the salesforce object. Lookups on existing data in salesforce is also possible in the instructions part of formassembly.

Formassembly Connector Authentication

 

Lookups on existing data in salesforce is also possible in the instructions part of formassembly.

Formassembly Connector Instructions

Integrating Salesforce with Formyoula

To integrate Salesforce with Formyoula you need to install the Formyoula App to your Salesforce organisation and also you need to buy licenses for number of users you want to use with the Mobile App of Formyoula.

Next step would be creating forms in Formyoula, for that you can either access Formyoula directly from your Salesforce org, but I would suggest that you go on Formyoula website – www.formyoula.com and login with Salesforce Credentials

 

FormyoulaOn this screen click on Sign in with Salesforce and then it redirect to the salesforce organisation and you can enter your salesforce credentials over there.

Next you need to create forms in formyoula. To create forms you have 2 options create forms directly from scratc and create a form according any salesforce object you have.Formyoula-New Form

The New Form button will create a blank form for you to configure and the other button “New From Salesforce Object” will create a form with all the fields you have in the object you select in the later steps.

Once you click on “New From Salesforce Object” Button it will take you to the next screen where you can select the object and fields you want to get data from mobile forms into salesforce.

Formyoula Create FormHere you select the fields and you can also select if you want to push the updates that the user does to the form into salesforce.After you are done with your selections you click on create form. This will create a form with all the fields and correct mappings.

If you wish to configure the fields on the form according to your need and want to add some more fields to the form you can anytime edit the form and add the mappings in the Connector for that form. To do the mappings you have to click on the Cloud symbol besides your form name under the heading Connections on the dashboard.Formyoula connector

After this you just map the fields in form with the fields in Salesforce and you have a basic form ready which takes values from a mobile device using Formyoula Application and store it in the Salesforce Object you have selected.

 

 

 

Extreme Salesforce Integration Onsite

It was my Birthday when I got the news that I m going Onsite, that too USA, ,on 18th April 2015. I was very thrilled and excited for receiving such an awesome gift from my company Nanostuffs Technology Pvt.Ltd.

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I was going to Bethesda, Maryland. A quiet and peaceful city with population of about 60,000 plus. I was going in a plane for the first time so that experience was also very memorable.The journey was very good with a stop at Doha airport in Qatar.

Once I reached Washington DC airport I had butterflies in my stomach. As opposed to my expectation everything went very smooth and i was out of the airport in very short time. The client for which I was going to work with was very helpful and fun to work with. My accommodation and everything was arranged before my arrival.  There was spring season when I reached USA so everything was colorful around me. The experience of working and living in American Culture was amazing and new for me.

Thanks Nanostuffs for making my Dream come true.

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How to handle “No such column found in entity” error even though the column exists in entity

Sometimes when you try to access some columns dynamically in your class, you may come across the error “No such column found in entity”  even though when you check and u see that the column is present in your entity.

This is due to the API version difference between the Class and the entity. There are many columns which have been added in the entities after the API version 27.0. If your class version is below 28.0 you may come across such error.

for example: If you are trying to access ‘billingaddress’ column in ‘Account’ entity through a class with API version 27.0 you will get this error.

No such column ‘billingaddress’ on entity ‘Account’. If you are attempting to use a custom field, be sure to append the ‘__c’ after the custom field name. Please reference your WSDL or the describe call for the appropriate names.

To solve this issue you just have to change you class’s API version to the latest in the version settings tab which is just above your workspace besides ‘Apex Class’ tab.


Need more help?

Hi there, was your problem or query resolved? If not & need more assistance, please do reach out to us at info@nanostuffs.com, we'll be more than delighted to help. Nanostuffs has 7+ years of extensive Salesforce & iOS/Android experience.
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