Posts Tagged ‘Salesforce Developer’

Salesforce: Lightning Experience Button Converter

Salesforce has introduced a new “Lightning Experience Configuration Converter” tool to help you in migrating your Salesforce instance from Classic to Lightning experience. So what can this tool do for you? Currently, it only supports custom button conversion. This is mainly used to convert javascript buttons to lightning ready components, such as custom action or lightning…

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WeDid: Site Management

Challenges: This company is the supplier of heating systems, DIY products and installation services. Initially, all the data related to the heating systems and their installation sites were managed in completely different systems. This was causing several hiccups such as: The Sales process is not seamless – there is a lack of conversion visibility Duplicates…

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Salesforce: Lightning Component Template for Custom Javascript Button

Lightning Component Template Is the effort of replacing the custom button- especially the javascript button- the reason you are delaying to convert your Salesforce Instance from Classic to Lightning? Most people would recommend going with the basics, which is to use the global action or custom action to create/update records. What happens if you need…

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Salesforce Apex: Switch Statements

Were you aware that Salesforce introduced Switch Statement in Summer 18’ release? The Switch statements will enable developers to write APEX code without having to write nested if-else blocks, eventually resulting in a more readable, maintainable code. It supports the following: Long Integer String Enum SObject The SObject type can be directly validated against a…

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WeDid: Custom Bidding Sales Process

Challenges: This company earns their revenues by providing construction materials and services to their partners and builders. This includes: Direct sales where builders approach this company directly for materials and services or Multiple builders approach this company to get quotes for materials and services to be used as part of a project bidding purpose. This can…

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TIP OF THE WEEK: Salesforce Record Id Behavior in Sandbox & Trialforce

What happens to Salesforce Record Id (or Object Ids) when you refresh your sandbox from the production instance? Refreshing your sandbox from a Production org in Salesforce will simply copy the Record Ids (ID field type) from your production to your Sandbox instance.   How does Trialforce Record Ids work? Trailforce orgs are created by cloning a TrailForce…

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Salesforce: Lead Conversion – Disable Opportunity Creation

For the Spring’18 release, Salesforce has introduced 2 new options for Lead Settings.      The first new option includes “Don’t Create an Opportunity”. Below will show you how to enable this option: Select “Don’t create an opportunity” by Default in Covert Lead Window When this is enabled, the “Don’t create an opportunity” checkbox will be…

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TIP OF THE WEEK: How to access Salesforce Secret Tabs

Salesforce Secret Tabs are something you may find interesting. These are not hidden features though and could be useful to easy navigation to list views in both Lightning experience and Salesforce Classic.   Let’s dive in   We have all seen a Salesforce url in the browser navigation box an example is below. https://myorgdomain101.my.salesforce.com/0064A00000tPToj  …

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Boomi How To: Send Custom SOQL statement to Salesforce Get Operation

Is the existing Salesforce GET Operation not fulfilling your expectations on how the SOQL should be constructed?   Never fear! Boomi now allows you to build your own custom SOQL, which could help in increasing performance and queries efficiency.   How?   Start by constructing the SOQL via the message component and pass this through the Salesforce…

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