Posts Tagged ‘salesforce configuration’

Salesforce Real Time Integration with Boomi: Prerequisite

If you are interested to set this up, check out the list below: License. SOA framework is required. It’s included in Boomi Enterprise license and can be added as an add-on in a Professional license. Atom installation. The Boomi Atom is installed in a machine that has an internet connection. Windows security setup. If you…

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Salesforce Integration: Monitoring Outbound Message

If you are using the Outbound Message to trigger a real-time integration, you can monitor the status by navigating to Setup > Administration Setup > Monitoring > Outbound Messages.     If there is an error while sending the outbound message, Salesforce will automatically retry it for you. Alternatively, you can also retry it by clicking…

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Salesforce Tips: Schedule Apex Job

In this blog, we will explain on another method to execute the job at a specific time which is not achievable with a trigger. With the assumption that an Apex Schedulable class has been created, the user can utilise the Schedule Apex feature to set up a time for the job execution. This feature is available via Force.com Home >…

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Salesforce Tips: Person Account for Lead Conversion

By default, the Company field is mandatory in the Lead layout.     You can only make it a non-required field if you have Person Account activated. If Person Account is activated, the conversion behavior will work like this: If Company field is populated, the conversion form will allow you to create a Business Account and a Contact.…

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Salesforce Tips: Navigate View Pages

In Salesforce View page, it will only display maximum 2000 records.     You can navigate directly to certain page by adding a parameter like below:     When you add &page=16 in the URL, it will automatically jump into page 16 (200 * 15 = 3200).

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Salesforce Tips: Customized PDF Quote with e-Signature

Salesforce has an out of the box Quote feature which include allowing users to customize the Quote form template. However, there are some restriction when customizing the Quote form appearance. More flexibility can be achieved using our custom-made Quote form instead. Following are some of the highlights of our custom-made Quote form: Customizable layout appearance (related…

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Salesforce: Junction Object as Parent Object

In Salesforce, a junction object cannot be the parent in a master-detail relationship. Use case: A company that sells water heater will install their product for different owners in different locations. We will use the Account object to represent the Owner. Location object is like a city/state. One Account can have multiple Location and One…

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