Year: 2014

Link in a formula text field – Explained with Use Case

Use Case:I have three objects-·         Application User·         Bank·         Credit Card.Application User is having master detail relationship with both Bank and Credit Card where in both the cases Application User is on the master side and Bank/Credit Card are on the details side.Schema is as below –Now when I click on the Credit Card tab, I would like to display the Application User’s detail in the list. So I need to credit a new view to include the Application User detail. I did that (View Name: All Credit Card)and below is what I can see-Now the problem is – with the above view, from “Credit Card Holder” column, I am not able to identify the Application User. I need to click on individual “Credit Card Holder” entry to go to the details page of the Application User object and then identify the user. OMG!!! Definitely not a good and efficient way. We have to be smart. So let’s think about something innovative –Why not display the “LastName, FirstName” in the Credit Card Holder column so that from this page only, I can understand the owner of the Credit Card. Great good idea. Let’s see how we can do that –Let’s create a formula field which will fetch the Application User’s LastName and FirstName and populate like below-Now let’s add the field in the previously created view i.e. All Credit Card....

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Version Controlling in Salesforce with Git + Eclipse

I always prefer version control while doing coding. I can’t think of writing code without version controlling. But when I moved to Salesforce, the first thing that I was looking for is the version controlling to have better source code control.I worked with many version controlling tools like CVS, SVN etc. But I personally feel Git is the best version controlling option we are having now. I am a big fan of Git. Git is much more powerful than any other version controlling tool. Here in this post, I am not going to describe the advantages of Git. But if you want, you can refer below URLs to understand how powerful Git can be: in this post, I will explain how we can use Git + Eclipse for Version Controlling in Salesforce.Step 1: Once we download and install IDE, we need to install the Git plugin. The name of the plugin is: EGIT. We can download the same from 2: Get the salesforce code into your local worspace.Step 3: In this step, we will configure the “Local Repository”. What we need to do is: Right Click on Project | Team | Share Project.Step 4: We need to choose Git as an option and click on “Next”Step 5: Here we need to click on “Create”. Select “Parent Directory” and “Name” as below and click on “Finish”. This is the step where we will mention the local repository name and the path.Step...

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How to create Chatter Free and Chatter External Users

There are two ways by which we can create Chatter Free or Chatter External Users. They are -Administrator can create a new user record and select Chatter Free or Chatter External from User License picklist like -Administrator can enable Chatter settings -Coworker Invitations – For users to invite coworkers as Chatter Free Users.Customer Invitations – For inviting customers as Chatter External Users.P.S. Users can accept an invitation to join chatter within 30...

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Different Chatter Licenses in Salesforce

In Salesforce, we have two types of Chatter Licenses. Below are they and small description to help you in choosing Salesforce Chatter license appropriate for your requirement.Chatter Free License: User with Chatter Free License can access people, profiles, groups and files. They can make posts, view comments, upload & view files, join groups. But they can’t interact with Salesforce data such as accounts, contacts or opportunities.So if you have a requirement of allowing people to only join groups, view/participate in conversation, please allow Chatter Free License to those people.Chatter External License: Chatter External License allows people outside the organization, such as customer, into private groups in the Chatter community. Users with Chatter External License can – see the groups they belong to, and profiles of members of those groups.share files common to groups they belong.Customers with Chatter External License can only be invited to a private Chatter group.They can see-Groups and profiles of the members of groups they belong to.Files shared to groups they belong toThey cannot-Post to profiles.See records or other Salesforce information, even in search results.Be followed. Additionally, customer can’t follow people or files also.So if you have a requirement of allowing people outside of your organization i.e. your customers to join specific groups, please allow Chatter External License to those...

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