Posts Tagged ‘Salesforce’

TIP OF THE WEEK: Recently Used Template in Salesforce Lightning Email

Are you sick and tired of having to choose required email templates when sending emails from a Salesforce record (e.g, contact) in lightning experience? Well, you can now a peace of mind.   Salesforce Spring ’18 release has introduced a simple enhancement to show a list of “Recently Used Templates” when you click on the “Insert, create…

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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…

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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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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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We Did: Customer Data Migration and Deduplication

Challenge This customer offers a range of beauty and self-care products and services. The customer is using a 3rd party system to track the information of walk-in clients across the country. All of the clientele information is stored in a single system. This system requires human input which unfortunately leads to a lot of data duplication.…

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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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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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Access Salesforce Mobile App without Installing it

Did you know that the Salesforce Mobile App is accessible from almost any mobile platform now?   You can even access your Salesforce instances through the majority of smart devices available today.  Salesforce has developed the Salesforce App to be compatible with different platforms and easier to download from Apple store, Google play, etc. Were you aware…

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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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