Year: 2014

Link in a formula text field – Explained with Use Case

Posted by | Nov 28, 2014 | , , ,

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

Posted by | Nov 17, 2014 | , ,

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:https://www.youtube.com/watch?v=4XpnKHJAok8http://www.vogella.com/tutorials/Git/article.htmlHere in this post, I will explain how we can use Git + Eclipse for Version Controlling in Salesforce.Step 1: Once we download and install Force.com IDE, we need to install the Git plugin. The name of the plugin is: EGIT. We can download the same from http://www.eclipse.org/egit/Step 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

Posted by | Oct 31, 2014 |

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

Posted by | Oct 31, 2014 | , , ,

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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Within the Google Cloud Platform (GCP), a robust solution to managing security is provided by Google Cloud Identity and Access Management (IAM). This service allows administrators to authorize who can take action on specific resources, providing full control and visibility to manage cloud resources centrally. In this video, I have covered the basic of cloud IAM roles in Google Cloud, what are their differences, when to use what and most importantly when not to use what. Going through this video along with Google Cloud official documentation will provide you enough knowledge on IAM concepts in Google Cloud. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:35 - Overview of IAM in Google Cloud 3:00 - Basic IAM Role 5:00 - Predefined IAM Role 6:01 - Custom IAM Role 7:36 - Demo 11:38 - Best Practices 13:15 - Conclusion #GCP #Google_Cloud_Resource_Hierarchy #Google_Cloud_Certification #iam #CustomRoles 📌 Google Cloud Documentation - https://cloud.google.com/iam/docs/overview?hl=en 📌 Introduction To Google Cloud Resource Hierarchy 🚀 Organizations Projects and Folders - https://youtu.be/DM3xd3gkRmU 📌 Blog - https://sudipta-deb.in/2023/06/understand-cloud-iam-in-google-cloud.html 📌 Youtube Playlist - https://www.youtube.com/playlist?list=PLeX6D9nzyNefXN2R3FK6BmiKX-KfkJPmI ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
In this video, I will highlight some of the latest Google Cloud events and share tips and resources to help you get the most out of your cloud journey. So whether you're a seasoned cloud pro or just getting started, I think you'll find something of value in this video. Events -------- 📌 A Sustainable Future: Measuring and Reducing Your IT Carbon Emissions on Google Cloud - https://bit.ly/45Sq5Hg 📌 DORA + DevOps: The secrets behind high performing teams - https://bit.ly/3WT2KRL 📌 Getting Started with Vertex Generative AI - https://bit.ly/3IZMzMU 📌 Google Cloud Security Summit - https://bit.ly/3IZfhxo 📌 Build a data-driven culture with Google Sheets and Looker - https://bit.ly/3oUcgHR 📌 Cloud OnBoard: Migrating to Google Cloud - https://bit.ly/43Kyr1V 📌 Fast track your Google Cloud career with Innovators Plus and new generative AI training - https://bit.ly/3J1QYPg #GCP #Google_Cloud_events #Google_Cloud_Certification 📌 Youtube Playlist - https://www.youtube.com/playlist?list=PLeX6D9nzyNefXN2R3FK6BmiKX-KfkJPmI ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Google Cloud Platform (GCP), renowned for its scalability, security, and versatility, provides a vast range of cloud-based services. To manage these services effectively, GCP incorporates a resource hierarchy model that helps users manage, organize, and control resources. Understanding the structure and flow of this hierarchy is crucial for optimizing resource management and security in GCP. At the most basic level, the Google Cloud resource hierarchy is divided into four primary components: the Organization, Folders, Projects, and Resources. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:50 - Understand Resource Hierarchy with Example 3:18 - High Level Understanding of applying IAM roles 4:36 - Demo 7:29 - Conclusion #GCP #Google_Cloud_Resource_Hierarchy #Google_Cloud_Certification 📌 Blog - https://sudipta-deb.in/2023/06/resource-hierarchy-in-google-cloud.html 📌 Youtube Playlist - https://www.youtube.com/playlist?list=PLeX6D9nzyNefXN2R3FK6BmiKX-KfkJPmI ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
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