October 16, 2019

October 15, 2019

Quip for Salesforce

Embed real-time document collaboration inside Salesforce, so your teams can easily create, discuss, and execute on Account Plans, Opportunity Notes, Live Deal Feeds and much more.

Quip’s commitment to data security is at the core of the product

Open Salesforce report in Quip - http://www.infallibletechie.com/2017/08/how-to-use-salesforce-report-data-in.html

Pricing - https://www.salesforce.com/products/quip/pricing/

Companies may block it for Security purposes since it allows us to upload and download files.

1. Quip allows us to edit Quip documents live in Salesforce.
2. Supports Spreadsheets with live Salesforce data.
3. 2-Way sync with Salesforce data.
4. Quip mobile app allows us to open and edit the documents from mobile phones.

October 14, 2019

Calendar Tab is missing issue in Salesforce

Make sure the profile have Events tab set to Default Off or Default On to view the Calendar tab. It should not be Tab Hidden.


October 9, 2019

Synchronize data between Salesforce using Skyvia

1. Go to Integrations.


2. Click.


3. Select Source and Target in Connections. Click Add Task to add source and target objects. Use schedule option to schedule the Synchronization.


October 8, 2019

How to add fields to existing Salesforce object dataset in Analytics?

1. Go to Data Manager.


2. Navigate to Dataflows & Recipes. Click Edit from the menu.


3. Click Select Fields to add additional fields.


October 7, 2019

October 4, 2019

Difference between Federated authentication and Delegated authentication in Salesforce

Federated authentication uses SAML, an industry standard for secure integrations.
Federated authentication using Security Assertion Markup Language (SAML) lets you send authentication and authorization data between affiliated but unrelated web services. You can log in to Salesforce from a client app. Salesforce enables federated authentication for your org automatically.

Use delegated authentication if you have mobile users in your organization, or if you want to enable single-sign on for partner portals or Customer Portals. You must request that this feature be enabled by salesforce.com.
You can manage delegated authentication at the permission level, not at the org level, giving you more flexibility. With permissions, you can require some users to use delegated authentication and others to use their Salesforce-managed password.
Delegated authentication still sends the username and password (possibly even your network password) over the internet to Force.com.

1. When a user tries to log in—either online or using the API—Salesforce validates the username and checks the user’s permissions and access settings.
2. If the user has the Is Single Sign-On Enabled user permission, Salesforce doesn’t validate the username and password. Instead, a web service call is made to the user’s org to validate the username and password. When this user permission is enabled, Salesforce no longer manages the policies for user passwords, such as when passwords expire or the required minimum length. Instead, the delegated authentication endpoint’s service enforces password policies.
Note:
Salesforce doesn’t store, log, or view the password. It’s disposed of immediately after the process completes.
3. The web service call passes the username, password, and source IP to your web service. The source IP is the address where the login request originated. You must create and deploy an implementation of the web service that Salesforce servers can access.
4. Your web service implementation validates the passed information and returns either true or false.
5. When the response is true, the login process continues, a new session is generated, and the user proceeds to the app. When false, the user gets an error message that the username and password combination is invalid.
Note:
With delegated authentication, a user can experience a slight delay when logging in while the user account becomes available in the org.

Zones in Salesforce Idea

Zones organize ideas and questions into logical groups, with each zone having its own focus and unique ideas and questions. Zones are shared by the Ideas, Answers, and Chatter Answers applications, allowing you to view and create zones from those locations. Professional Edition organizations can have only one internal zone. All other editions can have up to 50 zones shared between Ideas, Answers, and Chatter Answers.


October 3, 2019

How to auto assign topics to records in Salesforce?

Sample Code:

  1. trigger AccountTrigger on Account ( after insert ) {  
  2.   
  3.     Set < String > setBillCountries = new Set < String >();  
  4.       
  5.     for( Account acc : trigger.new ) {  
  6.       
  7.         if ( acc.BillingCountry != null )   
  8.             setBillCountries.add( acc.BillingCountry );  
  9.       
  10.     }  
  11.       
  12.     if ( setBillCountries.size() > 0 ) {  
  13.       
  14.         Map < String, String > mapTopicNameId = new Map < String, String >();  
  15.           
  16.         for ( Topic objTopic : [ SELECT Id, Name FROM Topic WHERE Name IN: setBillCountries ] )  
  17.             mapTopicNameId.put( objTopic.Name, objTopic.Id );  
  18.   
  19.         for( Account acc : trigger.new ) {  
  20.           
  21.             if ( acc.BillingCountry != null && mapTopicNameId.containsKey( acc.BillingCountry ) )  {  
  22.                         
  23.                 ConnectAPI.Topic objTopic = ConnectAPI.Topics.assignTopic( null, String.valueOf( acc.Id ), mapTopicNameId.get( acc.BillingCountry ) );  
  24.                   
  25.             }  
  26.               
  27.         }  
  28.       
  29.     }  
  30.   
  31. }  

Note: 
Each assignTopic() counts against DML limit. 
Use assignTopicByName() to avoid SOQL and use Topic Name instead of Id.

Delegated Approver in Salesforce

Delegated Approver is an alternate approver.

This user receives the same approval requests as you do.

Delegated approvers can't reassign approval requests. But, they can approve or reject approval requests.

Having the "Record Editability" setting set to "Administrator OR Current Approver" does not apply to the delegated approver.

https://success.salesforce.com/ideaview?id=08730000000BrJYAA0

October 1, 2019

How to decoratively prevent two Opportunities being created on a single Account on the same day in Salesforce?

1. Create a custom field on the Account.


2. Create a Workflow Rule on the Opportunity Object.


3. Create a Field Update on Opportunity Object.


4. Create a Validation Rule on the Opportunity Object.


Output:


How to monitor Salesforce Platform Events daily or 24-hour or hourly period usage?

Execute the below code and download the log.

  1. for ( OrgLimit o : OrgLimits.getAll() ) {  
  2.       
  3.     system.debug( o.getName() + ' - ' + o.getValue() + ' - ' + o.getLimit() );  
  4.       

Check DailyStandardVolumePlatformEvents


Check HourlyPublishedStandardVolumePlatformEvents


Check MonthlyPlatformEvents


Use the below link to subscribe using Workbench.

https://www.infallibletechie.com/2019/09/how-to-subscribe-to-salesforce-platform.html