Salesforce and Xero Integration
Use the following steps for Salesforce and Xero integration. 1. Open the following link.https://developer.xero.com/app/manage Note: If you don't have an account, sign up for a free trial. 2. Click New ....
Category: Salesforce
Report on Total Views on Knowledge Article in Salesforce by External Users
1. Create a Custom Report Type.2. Use Knowledge Articles as Primary object and Article View Statistics as the related object. 3. Use the Custom Report Type and create the report. Set ....
How to report on Total Views on Knowledge Article in Salesforce?
1. Create a Custom Report Type.2. Use Knowledge Articles as Primary object and Article View Statistics as the related object. 3. Use the Custom Report Type and create the report. Set ....
How to populate Account in Chat and Case from Experience Cloud Embedded Service Chat Component in Salesforce?
1. Create a file with the extension ".js" using the following code. window._snapinsSnippetSettingsFile = ( function() { console.log( "Code from Static Resource loaded" ); let chatAccNm = document.getElementById( "chatAccNm" ).innerHTML; ....
How to avoid closing Parent Case when child(related) cases are still open in Salesforce?
Sample Trigger:trigger CaseTrigger on Case ( before update ) { Set < Id > setCaseIds = new Set < Id >(); Map < Id, Integer > mapOpenCaseCount = new ....
How to Parse XML from Static Resource using Apex in Salesforce?
Sample XML Code:<message><to>Magulan</to><from>InfallibleTechie</from><title>Welcome</title><body>Sample Message</body></message> XML Static Resource:Sample Apex Code:StaticResource objSR = [ SELECT ID, Body FROM StaticResource WHERE Name = 'Testing' LIMIT 1 ];String strResp = objSR.Body.toString();System.debug( ....
How to check Partner Community License in Salesforce?
1. Go to Setup. 2. Select Company Information. 3. Check User Licenses.
Sample Code for conversationToolKitAPI.getDetailsByRecordId() in Salesforce
Sample Code:Aura Component:<aura:component implements="flexipage:availableForAllPageTypes" access="global"> <lightning:omniToolkitAPI aura:id="omniToolkit" /> <lightning:conversationToolkitAPI aura:id="conversationKit"/> <aura:handler event="lightning:omniChannelWorkAccepted" action="{!c.onWorkAccepted}"/> </aura:component> JavaScript Controller:({ onWorkAccepted:function( component,event,helper ) { console.log( 'Inside the Work Acceptance' ); ....
How to Pass Record Id to Flow in Salesforce?
1. In the flow create a Variable with the name recordId. Make sure it is available for Input by enabling "Available for input" checkbox. 2. Quick Action can be create ....
Unable to verify Email Address for the API or Integration User due to SSO Configuration in Salesforce
If you are unable to verify Email Address for the API or Integration User due to SSO Configuration in Salesforce, then follow these steps.1. Disable "Prevent login from https://login.salesforce.com".2. Login ....