Email Notification to Contact after lead conversion in Salesforce
Sample Code: trigger LeadTrigger on Lead ( after update ) { Set < Id > setContactIds = new Set < Id >(); for ( Lead objLead : trigger.new ) { ....
Month: February 2021
How to get User License Name from User object in Salesforce?
Sample SOQL using Apex:for ( User objUser : [ SELECT Id, Name, Profile.UserLicense.Name FROM User WHERE Profile.UserLicenseId != null ] ) system.debug( objUser.Profile.UserLicense.Name ); Output:
How to get all Data Categories using Apex in Salesforce?
Execute the following sample apex code to get all the Salesforce Data Categories using Apex. Sample Code: private List < DataCategory > getAllCategories( List < DataCategory > categories ) { if ( ....
Async Apex Jobs to generate PDF with Visualforce page when Salesforce MFA is enabled
You may see the PDF content with /_ui/identity/verification/policy/VerificationStartUi/e? in the JavaScript or Blank PDF. The issue is due to "Session Security Level Required at Login" set to "High Assurance". Option 1:Use ....
setTargetPageRef in Custom Notification in Salesforce
Sample Code: String pgRef = '{ type: "standard__recordPage",attributes:{recordId:' + objAcc.Id + ',objectApiName: "Account",actionName: "view"} }'; notification.setTargetPageRef( pgRef ); In the above code, it redirects the user to the Account Record ....
How to filter reports based on Role in Salesforce?
Check the help article for additional information.Help Article - https://help.salesforce.com/articleView?id=filter_role_hierarchy.htm&type=5
How to abort Apex Jobs using Apex in Salesforce?
Use System.abortJob( '<JobID>' ) to abort the apex job in Salesforce. To get the JobId, use the "AsyncApexJob" object. Add proper WHERE condition to the SOQL to find the Job Ids. ....
getSobject of CreatedBy field Salesforce Apex
Sample code:sObject obj = [ SELECT Id, CreatedBy.Alias, Name FROM Account LIMIT 1 ];system.debug( obj.getSobject( 'CreatedBy' ).get( 'Alias' ) );
Chat Button Type in Salesforce
1. Automated Invitationa. Small window Pops up in the screen to start the Chat.Automated Invitation Animation Setup:2. Chat Buttona. Doesn't popup.
Einstein Bot to Service Agent Transfers in Salesforce
Salesforce Einstein BOT conversations can be transferred to Queue(Omni-Channel Queues) Another Bot Skills(Skill Based Routing) Note:Once the Bot transfers it, Omni-Channel process kicks in. Help Articles:1. To Queuea. https://help.salesforce.com/articleView?id=000351918&language=en_US&mode=1&type=1b. https://help.salesforce.com/articleView?id=sf.bots_service_transfer_queue.htm&type=5 ....