Salesforce Archives | Insurance Software development

Salesforce: Sales Cloud Introduction and Features

Author - Webner
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7:26 am
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Introduction to Sales Cloud

Sales Cloud, a part of the SFDC platform which mainly focuses on improving the output of the sales team of an organization and hence increasing the sales. It is one of a kind that is better as compared to other sales methods, as it provides both the account information of the customer as well as the data gathered from the social platforms about the product and customer. It helps in determining the potential of a sales lead and closing the sales faster. Salesforce.com provides 5 versions of the sales cloud on a per […]

Salesforce API in C#

Author - Webner
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6:01 am
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Introduction to Salesforce API in C#

We can use salesforce API to connect or send data to salesforce from C#. The API accepts certain parameters and returns the result. We need not create an extra code in it.

In this example, we are going to upload a file data from C# in the salesforce Document object. For this, we are going to use the salesforce document API.

/services/data/v39.0/sobjects/Document

We need to know the salesforce access token and instance URL to connect it to and use the API.

The code in c#:

Introduction to Salesforce Chatter

Author - Webner
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4:56 am
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Salesforce Chatter

Salesforce Chatter is the world’s topmost enterprise social network. It consists of work or customer-related information. In salesforce chatter, users can follow both people and documents to collaborate on the opportunity, leads, campaigns, projects, and tasks. Users can share information securely within the organization.

Salesforce chatter is similar to Facebook and LinkedIn. Like other social media platforms, users can manage their feeds and notification. They can create private or public groups. Chatter is available on both desktop and mobile.

To enable chatter in the classic, follow these steps:

Setup -> Customize -> chatter -> settings and ‘enable […]

Salesforce Script To Fetch Object

Author - Webner
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12:51 pm
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Salesforce script to fetch object which contains fields using fields API

When we work with objects in salesforce, sometimes we need a few things dynamically like a list of object names that contain field with a given API name of the field. So, here is a script that gives us all the objects which contain those fields.

String fieldAPI = ‘fieldAPI__c’; // API name of field to be searched
List sObjectList = new List();

//fetching objects which will be used to get field names
for(Schema.SObjectType eachShema : Schema.getGlobalDescribe().Values()){
String objectName = eachShema.getDescribe().getName();

// Exclude all the unwanted sObjects […]

Salesforce Development Best Practices

Author - Webner
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5:20 am
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Salesforce Development Best Practice

There are various approaches for developing code in salesforce but there is always one way which is better than others. So here is a list of best practices that should be followed while working in Salesforce.

Apex
1. You can write the code in any format as you want but you should use the capitalization for class names. For example:

public class EmployeeDetails{}

Use Camel case for function and variable names. For example:

String empId = ‘’;
Public function employeeAdd{}

You should keep in mind that the name should be descriptive for anyone who […]

Salesforce Shield Introduction

Author - Webner
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12:09 pm
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Salesforce Shield Introduction

Salesforce Shield has been introduced to help users with complex governance and compliance needs. It is basically a set of integrated services built in the Salesforce1 platform.
It lets customers see who is doing what with the sensitive information, know the state and value of their information going back up to 10 years, and cipher the sensitive information.

Nowadays, there are a number of organizations of different industries and different sizes that use Salesforce to run their businesses quicker. Since the usage of the Salesforce platform for significant business capabilities is growing, the […]

Salesforce script to fetch child objects of an object

Author - Webner
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11:12 am
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0 Comments
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Salesforce script to fetch child objects of an object

When we work with objects in salesforce, sometimes we need a few things dynamically like child objects of an object. So I have created a script that gives us all the child objects of a given object.

String parentObjectName = ‘Account’;
Map<string,string> objectRelationshipMap = new Map<string,string>();
Map<String, Schema.SObjectType> schemaMap = Schema.getGlobalDescribe();
for(String ss1: schemaMap.keyset()){
Schema.SObjectType objToken=schemaMap.get(ss1);
if(ss1.equalsignorecase(parentObjectName)){
//find details about sobject
Schema.DescribeSObjectResult objDescribe=objToken.getdescribe();
List<Schema.ChildRelationship> childRelationshipList […]

Salesforce DX – Introduction

Author - Webner
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8:48 am
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0 Comments
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Salesforce DX – Introduction

Salesforce DX stands for Salesforce Developer Experience. It is a Salesforce product within the App cloud that helps developers to develop and manage the Salesforce app efficiently.

Salesforce DX proposes a new project structure for the org’s code and configuration. It is mainly used by developers as it permits us to have a true version control. We can store all the code and configuration items in a system called “Version control” (VCS) to bring consistency to the team’s development processes. Version control is an important part of an agile release plan […]

Salesforce | Send email through SendGrid using REST Api

Author - Webner
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10:19 am
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How to send an email through SendGrid using REST API in salesforce

For sending the email through Sendgrid, we must have the Sendgrid Account’s Key and this Key will use in the Rest API to send the email.

Some parameters of the Rest API are:

API: The Sendgrid’s API for sending email is – https://api.sendgrid.com/v3/mail/send

Key: The key to the Sendgrid Account is like XX.XXXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXX

Here is the example of JSON Request body of the email:

{
“personalizations”: [
{
“to”: [
{
“email”: “test@gmail.com”
}
],
“subject”: “Hello, World […]

Salesforce | Create leads from google form responses

Author - Webner

Problem: How to create leads from google form responses?

We have a google form and we want to create leads from google form responses.

Solution: -To create lead from google form, follow these steps:-
1.Open google Sheet which contains the responses of google form.
2.Click on the Tools tab and then click on the script editor.

3. New Screen opens like this..

Write a code to insert data in the salesforce.

Here is the sample code that inserts leads from the google sheet. In this code, we are using HTML […]

How to Authorize Salesforce users to access Sharepoint Site’s Data

Author - Webner
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1:09 pm
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Authorizing the Salesforce users to access Sharepoint Site’s Data

While integrating the Salesforce Org with the Sharepoint Site for accessing/viewing the Sharepoint Files in Salesforce Org, even after authenticating the Salesforce user to Sharepoint Site when a user tries to access the Sharepoint Files at Salesforce end, then the following ERROR occurs:

You are not authorized to perform that operation.”

Here are the steps which have to be followed in order to resolve this Issue (Or to authorize user at Sharepoint end):

1.Login to “Office 365” and go to the Site […]

Salesforce Security Review Introduction

Author - Webner
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1:29 pm
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0 Comments
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Salesforce Security Review

When we are creating any application to be published on the AppExchange, the role of the application security becomes indispensable. A Salesforce security expert looks at the application’s source code before an application is published. Additionally, they also check the external integrations to ensure proper security standards are followed. This is referred to as a security review. Once the application clears the security review test with zero security findings, only then it can be released onto the AppExchange. The security review also equips the partners and developers to meet the enterprise security […]

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