GitHub As developers, we want to collaborate code with our peers and other developers. GitHub is an online software development platform. It’s used for storing, tracking, and collaborating on software projects. The steps shown below needs a VS Code project with manifest ( package.xml) file and existing code Step 1: Sign in to your GitHub account. Create a Project Repository by logging into your GitHub account, as shown in the image below (keep its access private). Step 2: Clone the GitHub repository locally on your machine Install this Extension in your VS Code On your local compu ..read more

We all must have seen rollup summary fields in Master-Detail objects. We can not have Master-Detail relationship at all places but there is often a need to calculate rollup where 2 objects are related by a lookup field. Declarative Lookup Rollup Summaries, or DLRS, are perfect for creating rollup fields for objects that are not related through lookup relationships. DLRS allow for calculations between any parent and child objects and they have a variety of calculations such as rolling up the most recent or least recent records, giving total counts, giving the sum of a child record’s numeric fie ..read more

List<Id> to List<String> // Convert List<Id> to List<String> List<Id> ids = new List<Id>{ '0011b00000v3UeD', '0011b00000wUJSs' }; List<String> strings = new List<String>( (List<String>)ids ); Set<Id> to Set<String> // Convert Set<Id> to Set<String> Set<Id> idSet = new Set<Id>{ '0011b00000v3UeD', '0011b00000wUJSs' }; Set<String> stringSet = new Set<String>( (List<String>)new List<Id>( idSet ) ); List<String> to List<Id> // Convert List<String> to List<Id&g ..read more

What is Salesforce? Salesforce is the most popular customer relationship management (CRM) platform available today. It provides cloud-based CRM applications designed for use in sales, service, marketing, and much more. Businesses use Salesforce to manage business relationships and their associated data. What is CRM? CRM is an acronym for Customer Relationship Management, and it describes an application that helps businesses automate and digitize sales and marketing activity to manage (and increase) revenue. Sales and marketing professionals leverage CRM’s features to attract and retain custome ..read more

Lightning data tables are very very common for aura components. We will see how see can we have different row action name and different behaviour for data table Here is the query  List<Resource__c> resourceList = [Select Id,Name,Week__c,Type__c,RecordType.Name,Resource_URL__c,Description__c,Curriculum__c from Resource__c where Curriculum__c IN :curriculumSet  ORDER BY Week__c ASC];  List<ResourceRecord> rrList = new List<ResourceRecord>(); for(Resource__c res : resourceList ..read more

In my project, I had to troubleshoot a dashboard that was running as the previous admin and needed to find other dashboards that needed updating. Below are some queries I used in Workbench or Dev Console to identify the dashboards that required updating, sharing it for future use. Query for all Dashboards running as Inactive users SELECT Description,DeveloperName,Id,RunningUserId,RunningUser.isactive, RunningUSer.name, runninguser.profileid, runninguser.profile.name FROM Dashboard WHERE RunningUser.isactive = false Query for all Dashboards running as a specific user SELECT Descr ..read more

We had a custom object which had a couple of record types and later we realized record types are not needed. Since record types are saved in profiles, I got an error shown below In order to resolve this, we can use the link shown below ( and replace the url and id from your org ) https://myorgds.my.salesforce.com/00e8A000000QTvu/e?s=ObjectsAndTabs&o=01I8A000000EAYT where 00e8A000000QTvu is the profile Id for system admin in my org 01I8A000000EAYT is the id for custom object where we want to change the recordtype This approach will work for all profiles except chatter profiles Chatter Ext ..read more

Recently, we noticed an error in our salesforce org You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary From the initial look, it appears to be some permission of access related issue. On deeper dive, this could have occurred because of various reasons. OWD is very restrictive and does not let the user access the data Profile does not have required access to this object. BTW, this is Contact data that we are (not) seeing here. The code ( lightning component ) could have any c ..read more

My project had a requirement to download a calendar file (ICS File) from a list of training records in data table The idea is to create an ics file and download it, similar to how we download csv file. Once this file is downloaded, it can be saved in any calendar used by the user. Component Code <lightning:datatable keyField="tkeyField" data="{! v.programDetails.hhProgramData.upcomingPrograms }" columns="{! v.upcomingProgramColumns }" hideCheckboxColumn="true" onrowaction="{!c.handleRowUpcomingCan ..read more

In my recent work for a client, there was a need to upload a file to a case not as an attachment but upload under Files Section. As you are aware, Salesforce Files are replacing Attachment. In this post, I am sharing the code end to end for your reference. In this case, I created a new case and attached file under it, you can also pass a recordId/parentId if you already have the record to which files needs to be attached FileUpload Component <aura:component description="FileUpload" implements="flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId" controller ..read more