Posts Tagged ‘Salesforce’

Catching up on Dreamforce 2018

Relive the Dreamforce Magic Were you lucky enough to attend Dreamforce 25-28 September 2018? Or were you tapping away on your computer, trying to catch the occasional #DF18 video?   Don’t go crazy trying to relive the glory days in San Francisco and catch up on what you’ve missed with the Dreamforce 2018 Ultimate Content…

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Advanced Feature Management in Salesforce and why its so important

At WDCi we’ve developed a framework for advanced feature management, we call this TDTM (Table Driven Trigger Management)and it’s a solution to manage Salesforce Apex Triggers. Salesforce introduced this concept with their Nonprofit Starter Pack (NPSP). TDTM is new to the majority of Salesforce users, which is why you haven’t heard much chatter about it. Salesforce has not released a…

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WeDid: Invoice Generation Engine

Challenges: This customer works as an Education Institution. They currently target both businesses (B2B) and Individual Marketing (B2C). From their sales, they have categorised their customers into 5 different types. This customer has been using their existing invoice generation engine in Salesforce for several years now. Their existing invoice generation engine currently isn’t supported for…

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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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