CategorySalesforce.com

15 Digit Vs 18 Digit Salesforce Record ID

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ID fields in the Salesforce.com user interface contain 15-character, case-sensitive strings. Each of the 15 characters can be a numeric digit (0-9), a lowercase letter (a-z), or an uppercase letter (A-Z).Two unique IDs may only be different by a change in case. Because there are applications like Access or Excel which do not recognize that 50130000000014c is a different ID from 50130000000014C...

Editing Records of Standard Objects from Salesforce site

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Salesforce Sites or Force.com Sites lets you create web sites that run natively on Force.com. It allows external users to access and modify records from Salesforce without the need of authentication or license. But it does not allow Edit access to most of the standard objects. If there is a need to allow editing records of standard objects, one cannot directly edit them using fields directly on...

Platform Cache

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Hi All, I would like to share one of the challenges that I faced recently. My requirement was to get a value from  first page to the third page in sequence. I thought of storing the value in custom setting, but there can be more than one user using the functionality at the same time. So not Done. Cookies did not work for me. I tried several other concepts and ended up using Platform Cache...

Difference in Master – Detail Relationship and Lookup relationship Fields.

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Master detail relationship field can’t be created directly if record already exists. Instead we have to create a lookup field first then fill all the records with that lookup field. After that we can convert lookup field to master – detail relationship. Deletion of master record will also delete detail (child) records Where as in lookup relationship if we delete any object then other...

Activity and opportunity custom report shows different results when compared to standard report.

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Custom reports on activity or opportunity works on role hierarchy. In standard report types for activities and opportunities one can bring additional users in who aren’t part of the role hierarchy selected. But with custom report types for activities and opportunities this cannot be done. Users who are not assigned to any role can not be able to view custom activity or opportunity report...

Use preferred Locale for your users (Translation Workbench)

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  And the good news is that we can translate field labels,custom labels, custom settings, Picklist values etc. in multiple languages and can show to users in their preferred locale. This is a small demo to translate field labels in Hindi, you are just 4 steps away! 1. Enable the Translation Workbench for your Org. Go to: Setup -> Administer -> Translation workbench -> Translation...

Lead Conversion: Order of execution of triggers

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On conversion of Lead following is the order of execution of triggers of Account, Opportunity, Contact and Lead: 1) Account Before Trigger 2) Account After Trigger 3) Opportunity Before Trigger 4) Opportunity After Trigger 5) Contact Before Triger 6) Contact After Trigger 7) Lead Before Trigger 8) Lead After Trigger All other processes(validations, workflows,approval process, process builders etc...

How to get last modified field value or previous field value without using Trigger

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Today in this post i will explain you how you can get last modified value or previous value without using trigger Creating aText Field: Create aTEXT (255) field on the Object and name it say: Old Value 2. Setting up the Workflow Rule + Field Update   Go toSetup | Create | Workflows & Approvals | Workflow Rules New Rule Select theObject ClickNext Evaluation Criteria:created and every time...

Docusign Salesforce Field Mapping

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In this tutorial i am going to explain how we can map docusign fields with salesforce object fields. Most of the time we need the user data to be writtneback to the salesforce. Once user finish it’s docusign document. At that time we need to create the custom fields on docusign. I hope you already have installed and setup docusign manage package in salesforce . Login to the docusign and...

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