ArchiveJuly 2015

Using Named Credentials in Salesforce

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The new Named Credentials feature streamlines and simplify the process of using authenticating with third party web services within Apex code. Named Credentials can be used with for both HTTP Basic authentication (Password Authentication) and OAuth 2.0 authentication and can be set up on a per user or organization-wide (Named Principal) basis. Why to use Named Credentials Authentication is done...

Salesforce Walkthroughs

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A walkthrough is a series of interactive steps that guides you through a task or feature. We created some walkthroughs to introduce you to different features in Salesforce, and more are on the way! Before using walkthrough Keep following things in mind make sure you have the correct user permissions and license associated with the feature so you can access the proper pages in Salesforce...

Getting started with Visualforce Remote Objects

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Visualforce Remote Objects are the proxy objects that ease your development by allowing you to create instances of standard/custom salesforce objects and allow DML operations from javascript itself. Some awsome features Visualforce Remote Objects offers over JavaScript remoting are : Freedom from controllers No Test classes Easy code management Not counted against API call   Following...

Salesforce Data Flow

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Data Flow Explaination Campaigns:- Campaigns are marketing efforts made by any business which includes mass mailing, email campaigns, trade shows, seminars, networking events, etc. Leads:- Every contact you get from these campaigns is added to the system as a lead. A lead is basically a business card with a name, address and phone number that could potentially be interested in your product. You...

Secure Agent in Salesforce

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A “Secure Agent” in Salesforce provides secure communication between Salesforce and on-premises data in SharePoint 2010 or 2013.It is available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions.The Secure Agent setup process requires a paid permission set license, “Files Connect for on-premises external data sources.” To view permission set licenses...

Self Service Portal in Salesforce

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Self-Service provides an online support channel for customers.It allow customers to resolve their inquiries without contacting a customer service representative.Self-Service is free and very basic, namely Cases and Solutions with an un-customizable UI.The Self-Sevice portal is divided into the following major sections: Self-Service Preparation:- Make sure your organization is ready for a Self...

Salesforce Macro

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Available in: Enterprise, Performance, Unlimited, and Developer Editions with a Service Cloud license. The super exciting feature, “Macro” allows agents to use macros, which is series of commands and actions that can be stored and automatically run whenever a task needs to be repeated. So a series of repetitive tasks can now be run automatically, including updating fields (ie. status)...

Apex Flex Queue

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Batch Apex allows us to serve large number of dataset(upto 50 million). Although it can process over millions of records with Batch Apex but it has some platform limits. There can be only five active or queued jobs. Here “Apex Flex Queue” comes into the picture. In this  Spring ’15 release salesforce introduce new feature called “FlexQueue“. FlexQueue allows us to submit batch...

How to generate dynamic queries in apex for sObjects & fields

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//return a dynamic Query string that includes all the direct sObject fields and the related Name fields from the parent objects //dependent method of getSobjects //TODO: move this into platform wide sobject utils class as it is not domain specific public static String getBaseQuery(String objName, List<String> customFields) { // get the describe info for the org, object and its fields...

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