Posts Tagged ‘Salesforce Developer’

Salesforce Tips: Skipping Approval Process

Most organisations have an approval process which can be moved to Salesforce. When setting up the approval process, note that the setup can get tricky if you have to closely match an approval process to a manual process. Our example below will be based on a scenario of an individual who plays numerous roles within…

Read More

WeDid: Approval Escalation

Challenges: This customer provides a biotechnology product that they developed as well as selling their products. This customer has been using Salesforce for quoting purposes for many years. Their users utilize a custom quoting feature (Developed previously by WDCi) to search for products, prices and creating quotes. For further enhancing of their quoting feature, this…

Read More

WeDid: Certification Automation

Challenges: This company is a global education organisation that provides vast learning programs. This customer has been using Salesforce for several years to track student information including student certification details. During the years of using Salesforce, their instance has seen mass customizations over time, mainly due to automating the student certification process. The requirement for…

Read More

TIP OF THE WEEK: APEX Switch Statements

APEX Switch Statements was introduced in the Salesforce Summer 18 release.   What are APEX Switch Statements? Switch Statements are a programming control structure. They can be a substitute when using nested if-else control structures. Until the Summer 18 Release, Salesforce APEX code didn’t have this ability. Did you know that This Salesforce idea has been circling on…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More