Month: January 2021

Make Lightning Record Page Look Like Classic Record Page

 If you love how the record page is displayed in Classic, then what I am going to share in this post, you will definitely like that.If you like videos, then I have created a small video as well to explain the steps. You can check the video here.In Classic, when you open any record detail page, you will find all the related list and Open Activities, Activity History, Notes & Attachments as you scroll down, but when you open the same record page in Lightning, you will find a tab named “Related” and under which you will find all the related lists. In Lightning, activities, and chatter can be found on the right side of the record page. Below two screenshots show how the same record page displays in Classic and Lightning Experience.ClassicLightning ExperienceHow to make Lightning Record Page Look Like Classic Record PageStep 1Go to Setup and search for “Record Page Settings”. Then, open the “Record Page Settings”.Step 2Select “Full View” under “Default Lightning Experience Record Page View”.Select “Related Lists” under “Default Activities View (desktop only)”.Here are the screenshots -Final LookAs you can see above, we have scrolled view in Lightning instead of the tabbed view. VideoHere is the video...

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Fetch All Fields In SOQL Query | Spring 21 New Feature

 If you worked with SQL or any other query language before, you probably familiar with Select * from …, right? This is the way to fetch all fields from a particular table in other(mostly all) query languages. But in the Salesforce world, we were not having this feature. In SOQL, there is nothing with which we can fetch all the fields unless we specifically mention all the field names in the query.But now in Spring 21, Salesforce is bringing a function through which we can fetch all fields in SOQL Query.We have now FIELDS(ALL), FIELDS(STANDARD), and FIELDS(CUSTOM) which we can use in the SOQL query.FIELDS(ALL) – This fetches all the fields of an object. This is similar like Select * from SQL.FIELDS(STANDARD) – This fetches all standard fields of an object.FIELDS(CUSTOM) – This fetches all custom fields of an object.Here is how the query will look like -List<Contact> allConatcts = [SELECT FIELDS(ALL) FROM CONTACT LIMIT 200];In Subqueries, it will look like -List<Account> allAccounts = [ SELECT Account.Name, (SELECT FIELDS(ALL) FROM Account.Contacts LIMIT 200) FROM Account];BOUNDED AND UNBOUNDED QUERIESWhen API cannot determine the set of fields in advance, then it will consider query as Unbounded Query, other if API can determine the set of fields in advance, then it is Bounded Query. For example – The number of custom fields for an object is not pre-determined, so FIELDS(CUSTOM) and FIELDS(ALL)...

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How to use images as Static Resource in Salesforce Flow

 This blog post will cover – “How to use images in Salesforce Flow?” I will be implementing two use cases where in the first use case, it will be just displaying the image, wherein the second use case, it will be displaying the image along with logged-in user name in the same line.Use CaseRequirement: Need to display “Welcome” image without any text in the first screen of the flow.Implementation:Step 1: Upload the image as a static resource.Step 2:Create a screen flow and include the Display Image flow component. Image Name will be the name of the Static Resource name,  Horizontal Alignment will be either left, center, or right. You can include CSS styling, Image Height, and Image Width.Final Screen: Use CaseRequirement: Need to display “Welcome” image with logged-in user name in the first screen of the flow.Implementation:Step 1:  We will use the same image from the previous use case.Step 2:  Create a screen flow and inside the flow first, let’s create a constant of type text as shown below -In the value section, replace Welcome with the name of your static resource.Step 3:  In the flow screen, use the Display Text flow component and use the constant and flow variable as shown below -Final Screen: I hope this will help you to use images as Static Resources in Salesforce...

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Top Admin Features from Spring 21

 Going through the entire release note is difficult and time-consuming. So in this post, I tried to share some of my most favorite admin features from the Salesforce Spring 21 release.In my earlier post, I have shared Top Apex Features from Spring 21 release. You can check the post here.Also if you prefer more video content, please check out my Youtube Playlist covering Salesforce releases here.Feature 1 – Share Records with Manual SharingWith this new feature, now we can share records and manage record shares in a new streamlined interface. Before this one, we need to go to Salesforce Classic to share records with specific users or user groups. Manual share is available only for accounts, contacts, opportunities, cases, leads and custom objects.Feature 2 – No more support for Internet Explorer 11 in Lightning ExperienceStarting Spring 21, Salesforce will no longer support Internet Explorer 11. Users can still use IE11, but they will be presented with a message stating that they are using unsupported browser. Any new features from Salesforce will be supported and available only on modern browsers.Feature 3 – Can create more rolesAny Salesforce org created in Spring 21 and later, we can now create up to 5000 roles. In the existing org, the maximum number of roles allowed is 500, but in order to increase the limit, we need to contact Salesforce support.Feature 4 – Opportunity...

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How to Convert Leads to a Person and Business Account at the Same Time | Spring 21 New Feature

 If in your Salesforce Implementation, you are dealing with both individual and group accounts, then with the release of Spring 21, now you can link your converted leads into both individual and group accounts with the new LeadConvert Methods.Note This feature is only available in Enterprise, Performance, and Unlimted Editions.VideoIf you prefer video, here is the youtube video MethodsThe new LeadConvert methods will allow you to link converted leads into a business and person account instead of a contact. Below are the methods available -getRelatedPersonAccountId() – Gets the Id of an existing person account to convert the lead into.setRelatedPersonAccountId(String personAccountId) – Sets the Id of an existing person accoung to convert the lead into.getRelatedPersonAccountRecord() – Gets the entity record of a new person account to convert the lead into.setRelatedPersonAccountRecord(Entity relatedPersonAccountRecord) – Sets the entity record of a new person account to convert the lead into.LeadConvertResult class holds the result of the lead conversion.Example 1The below example uses the existing personAccountId to convert the lead into. After the execution of this method, lead with id leadId will be converted into both business account with id businessAccountId and person account with id personAccountId.public static void convertLeadWithExistingPersonAccount(String leadId,     String businessAccountId, String personAccountId, String opportunityId) { Database.LeadConvert lc = new Database.LeadConvert(); lc.setLeadId(leadId); lc.setAccountId(businessAccountId); //New Method to use the existing person account id to convert the lead into. lc.setRelatedPersonAccountId(personAccountId); lc.setOpportunityId(opportunityId); lc.setSendNotificationEmail(false); LeadStatus convertStatus = [SELECT                   ...

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