How to add the new line in Salesforce Custom Label

How to add the new line in Salesforce Custom Label

Create a new Custom Label using below path:

Under Setup-> Build -> Create -> Custom Labels -> Click New and create a new custom Label called ‘Test With Line Breaks’

Add the Value like:
Thanks & Regards, <br/>
sfdcsrini.blogspot.com Team <br/>
Testing by sfdcsrini.blogspot.com <br/>

and Save it.


How to Use the Custom Label in Visualforce Page:
<apex:outputText value=”{!$Label.Test_With_Line_Breaks}” escape=”false” /> make sure escape=”false”

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Dashboards in Salesforce.com

 

Dashboard is an amazing medium by which the companies whole information can be shared with the CEO as a SCREENSHOT. Some important things to know about Dashboard are:

 

*With Dashboard a user can even see the information to which he does not has the access, Thanks to the concept of Running User - ADM 201, CON 201, DEV 401 Certification Question

*One can have only 2 or 3 columns in a Dashboard - ADM 201 Certification Question

*In Home, Dashboard component you only see the FIRST ROW of the source dashboard - ADM 201 certification question

*You can restrict the access to a dashboard by restricting the access to a folder in which that dashboard is placed

*Dashboards can be scheduled to run any time during a day and you can get them delivered via an Email

*Dashboards can only be created with custom reports as the source reports. One can not have the standard reports as the source reports for the Dashboard – ADM 201 Certification Question

*Only 20 components can be added to a dashboard - ADM 201 Certification Question

*Deleted Dashboards can be retrieved from the Recyclebin

 

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Can a Contact be part of Partner Portal as well as Customer Portal in salesforce.com?

Can a Contact be part of Partner Portal as well as Customer Portal in salesforce.com?

Answer: Customer Portal and Partner portal depend on the user object and are not related to the contact object. So to enable both portals for a Contact we need to create two users which will utilize two different salesforce.com licenses, one license for Customer portal and other for Partner portal. Yes, a contact can be part of a Partner Portal as well as Customer portal in salesforce.com. Both users created for a same contact will have two different profiles, One for Customer portal and other for Partner Portal. 

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Summer 14 Release Training Notes

Summer 14 Release Training Notes

For any of you certified developers needing to take the Summer 14 Release Exam to maintain your credentials, the following notes, which were taken after watching the Release training videos, should help you to prepare.

Salesforce Chatter Changes

Communities Enhancements

• The new Community Engagement Console gives community managers one place to monitor and manage the community reputation. Administrators can select which of the 5 available dashboards (seen in the image below) are seen on each of the pages within Community Settings in Setup (Setup|Customize|Communities|Settings).

• There are now new report types for reporting on Communities. They are:
  • Network Membership Daily Metrics
  • Network Activity Daily Metrics
  • Network Unique Contributor Daily Metrics
  • Network Tenant Usage Entitlement Weekly Metrics
• There is also a new App that will be released soon on the AppExchange called Salesforce Communities Analytics
• The new Reputation Levels and Point Values tabs allows managers to gamify member’s involvement by assigning them points depending on how they contribute. For example, a member can get a certain number of points for writing a post or comment, but even more when someone shares their post. The manager can determine how many points members earn and a certain reputation level that they also define. Administrators enable reputation for communities through Setup|Customize|Communities|Manage Communities.
• Administrators can now enable Chatter access without login through a Communities Miscellaneous Settings, which means that users without a license can still access the Communities Public Groups and Feeds.

Sales Cloud Changes

Price Book Entry Enhancements

• Price book entries are now customizable. They can now create custom fields, validation rules and customize layouts for price books. Access through Setup|Build|Customize|Price Books|Price Book Entries (New item).
• For customers that store and manage products from another system, you can create a custom field on price book entry to store the external id for the pricing record.
• Prior to this release the only way to interact with the price book entry was via multi-line add/edit pages on the Product and Price Book Detail pages.

Opportunity Split Enhancements

• Opportunity Splits are now customizable. These offer a great way to associate credit to multiple sales team members working on a deal.
• Administrators can add custom split types based on Opportunity currency field for Developer, Unlimited and Performance editions.

Activities Enhancements

• There is now a Default New Event Publisher action available in new organizations. Users can now create events from the Home, Chatter, record detail pages and in Salesforce1 without Admin setup.
• Activity date or date and time can be used in validation rules and custom formula fields.
• New Activity Relationship object
• Status and Related To columns in task lists

Salesforce for Outlook Enhancements

• Side panel is now available to all users
• Users can create more records using the Side Panel Publisher
• Refresh token policies can be set to expire after a certain period of time

Service Cloud Changes

Case Feed Enhancements

• The Case feed is no longer fixed and can now be changed. But Admins must enable this through Setup|Customize|Cases|Page Layouts|Case Feed Layout|Edit Feed View.

Salesforce Console for Service Enhancements

• There is a new Related List Component that can be added the to the page layout of any object within the console.
• There is also a new Interaction Log buttons, such as Add Call Data which allows agents to manually select which interaction log a particular call should be associated with. The Clear Log button allows users to clear the log in a single click.
• Users can save the settings of their mutli-components between refreshing screens, logging in and out and changing between tabs.

Live Agent Enhancements

•  Agents and customers can now transfer and upload files during a chat
• The Knowledge One widget has replaced the Live Agent article tool, which gives agents better access to articles they can share with customers in one click.

Analytics Changes

• Admins can now mass delete public reports through Setup|Data Management|Mass Delete Records|Mass Delete Reports.
• They can also enable historical trending for forecasting items using Collaborative fields so you can build reports that highlight forecast changes between up to 5 snapshot dates.
• Can also track historical changes using lookup fields when doing Historical Trending.

Mobile Changes

• You can now use Salesforce1 on a Blackberry browser on Blackberry Z10 and the Good Access secure mobile browser on Android 4.2 or later and on Apple mobile devices with iOS 7 or later.
• You can now create and access publisher actions even if Chatter is not enabled
• Users can now drill down to reports and record from dashboards and see up to 200 list views

Force.com Changes

• Until Summer 14, Manage Users was the only way to grant certain user management permissions. But now, there are 8 new permissions under the new Users section (see image).
• Previously the Sharing button was available on all user detail pages where User Sharing is enabled. But now, Admins can enable or disable this button via the User Visibility section of the Sharing Settings page.

  

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Salesforce Interview Questions Part 4

Salesforce Interview Questions Part 4

1.What is the difference between map and set in Salesforce collections.
2. Why Use Triggers? 
3. What are different types of Triggers?
4. Why Use Visual Force?
5. How do you handle errors?
6. What is a Component?
7.Tell me about a project with Salesforce in which you led the architecture that was not explicitly limited to the Salesforce infrastructure.

8.How long ago did you work on the above mentioned project?

9.Tell me about inner-department communications and your approach to communicating with non-technical team members.

10.What measures have you taken to make your software products more easily maintainable?

11.What development processes have you used in your recent projects? Were any tools used to support these processes? If so can you name some of the advantages and short comings of the tool/ tools?

12.What is an junction object?.

13.What is the difference between master detail relationship and look up relationship. ?

14.How will you handle 10001 SOQL problem in apex?

15. Define force.com and Salesforce.com?

16.Explain some examples for work-flow rules?

17.What is the use of future method?

18.What is abstract class?.

19.Explain object oriented concepts in sales force how will you implement this?

20.How will you import and export data between two systems eg: SFDC and SQL? 

21.What is appexchange?

22.Explain about cloud?.

23.Explain about validation rules in salesforce?.

24.What is the difference between roles and profiles?.

25.What is the difference between record level ,field level, object level security?

26.How will you use web services in sales force.com?.

27.Can you explain about limitation why this limitation placed in sales force.

28.what is view state in sales force?.It there is any limitation after winter11?

29.What is the difference between Role and Profile?

30.How you handle part of page refresh using VF?

31.How you can define a trigger is executed successfully?

32.Explain about yours current project?

33.How do you rate yours self in apex,VF?

34.How you can deal with project dead lines?

35.How you can use external WSDL files in Sales force?

36.What is difference between rest full and soap API?

37.What is yours Strong point Sales force?

38.How you can with SQL injections in Sales force?

39.Can you explain test methods in salesforce?

40.How did you display error messages in salesforce? On VF Pages?

41.Can you explain relationships in salesforce?

42.What are SOQL limitations?

43.How can bypass SOQL statement to fetch more 1000 records? 

44.What job did you like more in your carrier?

45.Can you explain a scenario integrating login method to third party application.

46.Can you explain about SFDC controllers?

47.Can you explain about sales process? 

48.What is a set in salesforce deployments?

49.How many ways you can invoke an work flow? 

50.What are governor limits can you explain about it?

51.East Sales Team can't access west sales team data how do you configure it?

52.What is Role,Profile,Security?

53.I have an contact .It phone number field is empty how you can get phone number from an related account?

54.How do you handle SOQL problem in Trigger?

55.How you can access JQuery in VF page?

56.What is change set in salesforce? 

57. What is transient variable in salesforce?

58.How you can measure trigger performance?

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Fieldset visualforce page salesforce

Fieldset visualforce page salesforce

A field set is a grouping of fields for same object. We can use dynamic bindings to display field sets on our Visualforce pages. Fieldset is very useful when we are working with managed package.

A fieldset is a grouping of fields. For example, fieldset can contain fields like first name, last name, mobile, phone of user object. Consider a scenario, suppose we want to display some fields in a page and we want to keep the flexibility to change which fields are displayed. In such a scenario we should use field sets to add or remove the fields as per requirement.Which ever fields are included in the field set will be displayed in page. For this we will need to create a field set on object we wish, then we can access it directly in visualforce page.

Another scenario is, suppose visualforce code is part of managed package. In that case we can add, remove, or reorder fields in a field set to modify the fields presented on the Visualforce page without modifying any code.


In the example below, we will display one fieldset for account object then we will display fieldset fields on visualforce page.

First we need to create a fieldset. Go to Setup > Customize > Accounts > Field Set
Click on new. Enter all mandatory fields. Also drag and drop all required fields in fieldset.




Now we will create visualforce code which will use fieldset.
Visualforce Code:

<apex:page standardController="Account">

  <apex:form >

      <apex:pageblock >   

          <apex:pageBlockSection title="Account detail">

             <apex:repeat value="{!$ObjectType.Account.fieldsets.accountFieldSet}" var="fieldValue">

                 <apex:Inputfield value="{!Account[fieldValue]}"/>

             </apex:repeat>

          </apex:pageBlockSection>

      </apex:pageblock>

    </apex:form>

</apex:page>




We can add, remove, or reorder fields in a fieldset to modify the fields presented on the Visualforce page without modifying visualforce page code.
We will get following output in visualforce page:







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How to Use Custom label in apex code?

How to Use  Custom label in apex code?

Custom labels are used to store custom text values which can be accessed in apex code or visualforce pages. It is also possible to translate these custom values in different languages. A custom label can hold up to 1000 characters in it and an org can have a total of 5000 custom labels.

You can Create a custom label by navigating to set up -> create -> custom label

In the below example let us see how we can access the custom label in apex. Let's assume we have created a custom label of name category with a value "A Custom Label Value"


Visualforce page

<apex:page controller="custlabelcontroller">
   <apex:form >
     <apex:pageblock >
       Value stored in custom label is: {!customValue}
     </apex:pageblock>
   </apex:form>
</apex:page>


Controller

Public class custlabelcontroller{
Public string customValue{get;set;}
  Public custlabelcontroller(){
  customValue = Label.category;
  }
}

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Docusign for Salesforce Video.

Docusign for Salesforce Video.

In this video link you can get some what idea of Docu sign for salesforce integration.

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How to log a technical support ticket with salesforce.com.

How to log a technical support ticket with salesforce.com.

The salesforce.com Standard Success plan includes access to salesforce.com technical support with a 2-business-day response time for support cases logged via the Help & Training portal. Every Salesforce.com Foundation customer has access to a Standard Success plan.

To submit a technical support case, go to the Help and Training portal and click the “Contact Support” link located on the upper right hand side of the home page. Then click the “Open a Case” button.

Fill out the “Open a Case” form completely including the questions on business impact. To ensure the quickest answer to your question, include: details on exactly what you are trying to do and what you have tried;  details on any Apps that might be involved in your issue; and any other specifics that will help the technical support agent get your question routed the correct way. The details you provide will help salesforce.com prioritize your case.

When you click “Next” to submit the case form, you may see a list of suggested Knowledge articles related to your issue. If those articles don’t answer your question, and you still need to submit the case, click “Submit” and salesforce.com technical support will respond via email within 2 business days.

Once you submit a case through the Help and Training portal, salesforce.com uses what they call skills-based routing to ensure cases go to the right experts. They use a tiered model, so simple questions start at Tier-1 and progress based on case complexity.

For most issues, you can submit a case online using the Help & Training portal as described above.  The Help & Training portal is available 24×7.

In the rare case where you run into what we call a “Severity 1 critical production issue”  (eg. we have internet access, but no one can successfully login to our Salesforce ORG), please call 1-800-NOSOFTWARE to speak a representative directly. You can call Salesforce tech support during local business hours, five days a week.  The phone numbers are listed in the Help & Training portal.  Just click the “Contact Support” link to access the phone numbers. You might also want to check http://trust.salesforce.com/trust/status/ to check if salesforce.com is having issues on your instance (what instance am I on?).

To manage a technical support case, open the Help & Training portal and go to the “My Cases” gadget. Click on the View All Cases link. You’ll get a list of all your cases, and then you can select a case to see more details.

To update the case,  click “New” on the case comments related list or attached a file using the attach a file button.

The Standard Success plan is for organizations that need standard guidance in getting started with Salesforce. If you need a faster response, 24×7 support coverage, and a comprehensive training solution, we recommend a Premier Success plan. The Foundation offers Premier Success at a deep discount to our customers. To inquire about pricing for Premier Success, please call 1-800-NOSOFTWARE and ask to talk to your Account Executive.

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What is Organization-Wide Defaults(OWD) in salesforce?

What is Organization-Wide Defaults(OWD) in salesforce?

Organization-Wide Defaults, or OWDs, are the baseline security you for your Salesforce instance. Organizational Wide Defaults are used to restrict access. You grant access through other means we will talk about later (sharing rules, Role Hierarchy, Sales Teams and Account teams, manual sharing, etc).

There are four levels of access that can be set:

• Public Read/Write/Transfer (only available of Leads and Cases)
• Public Read/Write
• Public Read/Only
•  Private 

To reduce the number of variables in this discussion let’s collapse the three “Public” flavors to a single bucket and frame the discussion around the impact of changing your OWDs from “Public” to “Private.” As we mentioned before, Organization-Wide Defualts are used restrict access, not grant access. If you need to restrict access to even one individual out of a 1,000 Users, the only way to do that is to set your Organizational Wide Defaults to “Private,” and grant access back to everyone else but that single User you need to keep in the dark.

Shields up!

What does setting your OWDs to “Private” really do? The best way to explain this concept is with an org chart. A traditional Org Chart would look cleaner, but let’s look use the Role Hierarchy diagram shown in “Tree View” since it’s available inside Salesforce.com.

When you flip an Object in your OWDs to “Private” you’ve in essence erected walls between users in the same level of the Role Hierarchy. To illustrate using my diagram below, the restricted access walls set by the flipping an Object to “Private” are represented by the dashed green, red and blue lines. For the Object set to “Private,” the Users in the Role ofEastern Sales Team can no longer see records owned by the Western Sales Teambecause they are at the same level of the Role Hierarchy (looking “across” the same level is represented by the solid blue, red and green double headed arrows in the diagram below). The same is true the next level up in the Role Hierarchy. The Users in the role Director, Direct Sales cannot see records owned by the Director, Channel Sales.  Not surprising, access continues to be limited up the ladder across the same tiers of the Role Hierarchy. OurVP, North America Sales, the VP, Marketing and the VP, International Sales cannot see records owned by their peers, nor can they see the records owned by their peer’s subordinates. If you can’t look across, then you can’t look across and then down – e.g. theDirector, Direct Sales cannot see the records owned by the Channel Sales Team(because they are a subordinate to the Director, Direct Sales peer, the Director, Channel Sales).

Here is where the Role Hierarchy grants access in a Private setting. Manager’s (meaning, Users that have a higher position in the Role Hierarchy) can always see the records owned by their role subordinates. Using our diagram again, access granted by the Role Hierarchy is represented by the curved pink, yellow and blue lines. The SVP, Sales & Marketing can see the records owned by his role subordinates – the VP, North America Sales, VP, Marketingand the VP, International Sales. Not surprising the VP, North American Sales can see records owned by the Director, Channel Sales, Director, Direct Sales and down the Role Hierarchy to their direct reports – the Channel Sales Team, the Western Sales Team and the Eastern Sales Team.

On an Object with its OWDs set to “Private,” the Role Hierarchy grants access down to subordinate roles’ records, but does not grant access upward. For example, The Western Sales Team cannot see records owned by their manager the Director, Direct Sales(because it is one level up the Role Hierarchy).

The impact to Reports, Views, Search and Lookups

NOTE: If a User cannot see a record due to security settings, that restriction cascades throughout Salesforce.com. Meaning, that User will not see the record using Search, Views on Tabs, Reports, and Lookups.

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What all the services provided in cloud computing?

What all the services provided in cloud computing?

Hi!

In this post i am trying to explain about what is cloud computing and what are the different services offered by cloud computing.

Cloud Computing Services provide information technology (IT) as a service over the Internet or dedicated network, with delivery on demand, and payment based on usage. Cloud computing services range from full applications and development platforms, to servers, storage, and virtual desktops.

Who uses cloud computing services and why?

Corporate and government entities utilize cloud computing services to address a variety of application and infrastructure needs such as CRM, database, compute, and data storage. Unlike a traditional IT environment, where software and hardware are funded up front by department and implemented over a period of months, cloud computing services deliver IT resources in minutes to hours and align costs to actual usage. As a result, organizations have greater agility and can manage expenses more efficiently. Similarly, consumers utilize cloud computing services to simplify application utilization, store, share, and protect content, and enable access from any web-connected device.

How cloud computing services work

Cloud computing services have several common attributes:

Virtualization- cloud computing utilizes server and storage virtualization extensively to allocate/reallocate resources rapidly

Multi-tenancy -resources are pooled and shared among multiple users to gain economies of scale

Network-access - resources are accessed via web-browser or thin client using a variety of networked 

devices (computer, tablet, smartphone)

On demand - resources are self-provisioned from an online catalogue of pre-defined configurations

Elastic -resources can scale up or down, automatically

Metering/chargeback -resource usage is tracked and billed based on service arrangement

Among the many types of cloud computing services delivered internally or by third party service providers, the most common are:

Software as a Service (SaaS) – software runs on computers owned and managed by the SaaS provider, versus installed and managed on user computers. The software is accessed over the public Internet and generally offered on a monthly or yearly subscription.

Infrastructure as a Service (IaaS) – compute, storage, networking, and other elements (security, tools) are provided by the IaaS provider via public Internet, VPN, or dedicated network connection. Users own and manage operating systems, applications, and information running on the infrastructure and pay by usage.

Platform as a Service (PaaS) – All software and hardware required to build and operate cloud-based applications are provided by the PaaS provider via public Internet, VPN, or dedicated network connection. Users pay by use of the platform and control how applications are utilized throughout their lifecycle.

Benefits of cloud computing services

Cloud computing services offer numerous benefits to include:

• Faster implementation and time to value
• Anywhere access to applications and content
• Rapid scalability to meet demand
• Higher utilization of infrastructure investments
• Lower infrastructure, energy, and facility costs
• Greater IT staff productivity and across organization
• Enhanced security and protection of information assets

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What is Opportunity Contact Role?

What is Opportunity Contact Role?

Opportunity Contact Role represents the role of Contact/Person account on an Opportunity. There is many-to-many relationship between Opportunity and Contact, through a junction object  alled OpportunityContactRole. In an opportunity, you may add many opportunity contact roles. There is no restriction on Account from which the Contact can come, you can add any Contact from any Account. For example, Srinivas Balle might be the Executive sponsor for the opportunity “Universal Container”, and Edna Frank  might be the Quality Control for same Opportunity.

How to define Contact Role ?

According to your business requirement you can modify contact role for Opportunity.

To define contact role for Opportunity follow the steps Name > Setup > App Setup > Customize > Opportunities > Contact Role

If you want to add new role click on “New” Button, for reorder or make some value default click on “Reorder” button and save it.

Contact Role fields?

Below are the list of contact role standard fields, which Salesforce does not allow us to add any new custom field on Opportunity Contact Role.

How to add contact as a Contact Role inside Any Opportunity?

First choose the Opportunity in which you want to add Contact Role, then go to “Contact Role” related list click on “New” button.

Select Contact and its Role for particular Opportunity. You can make any contact as primary.

And Click on Save. You can add same contact as many times in Contact role for same opportunity.

Note: - There is certain restriction on this object unlike other system objects

• We can’t add any custom fields into OpportunityContactRole Object.
• We can’t add any validation rules on OpportunityContactRole object.
• We can’t create any trigger on this OpportunityContactRole Object.

To implement above scenario we have to use Apex Schedule class and Inline VF page concept. I will explain these concepts in my next blog.

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Creating Word Templates for Conga Composer

Creating Word Templates in Conga Composer

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Conga Composer Quick Start 3: Creating a Complete Conga Composer Solution

Conga Composer Quick Start 3: Creating a Complete Conga Composer Solution

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Conga Composer Quick Start 2: Creating Your First Custom Solution with Conga Composer

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Conga Composer Quick Start 1

Conga Composer Quick Start 1

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