Category: admin

Kitchener Canada Developer Group Event: From Admin to Certified Technical Architect by Johann Furmann

 Special thanks to our speaker, Johann Furmann, for the session on his journey “From Admin to Certified Technical Architect”. You can register for all the upcoming sessions from the Kitchener Developer Group here.You can get details (presentation and recording) of all the earlier sessions from the Kitchener Developer...

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Dynamic Action in Salesforce

 In this post, I will share the details about Dynamic Action. This is the continuation of my earlier post where I have explained Dynamic Form. These two features complement each other so well that we can implement quite a broad range of scenarios in Lightning Experience with the help of these two i.e. Dynamic Form and Dynamic Action.If you haven’t go through my earlier post about Dynamic Form, please click here.This post will cover -What is Dynamic Action?How to activate Dynamic Action?What can you do with Dynamic Action?Things to know before implementing Dynamic Action.As always, if you prefer watching videos, please click here. Otherwise, the same video is posted at the end of this post.What is Dynamic Action?Dynamic action will help you to configure which actions will appear to your user under which scenarios. So like classic, your end-user will only see the actions that are relevant as per the record stages/scenarios.Do not worry, I will explain this with some use cases here in this post. This feature came into existence during Summer ’20 release.How to activate Dynamic Action?Activation is Dynamic Action is very simple. Basically, when you will edit the lightning record page in Lightning App Builder, you will find an option to “Upgrade Now” on the right side when you click on the Highlight Panel. This is shown in the screenshot below -Clicking on “Upgrade Now” will...

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How to Query Multi-Currency Fields in Salesforce

 In continuation to my earlier post about setting up multi-currency in Salesforce, this post will focus on how to query the multi-currency fields in SOQL and some cool formula features which you can use while dealing with multi-currency fields.SetupLet’s do the setup first.The corporate currency set in the Salesforce org is the Canadian Dollar i.e. CAD.Apart from the Canadian Dollar, other currencies supported are – U.S. Dollar (USD), Swiss Franc(CHF), and Indian Rupee(INR).Rates are also uploaded in the Salesforce org as shown below -Scenario:Opportunity record is having the currency field named “Opportunity Amount”. We need to fetch the Opportunity Amount based on the user’s currency mentioned in their user record.Solution:In order to fetch the Opportunity Amount based on the user’s currency, we can use Format() and convertCurrency() functions in SOQL.Format(): This function can be used in SOQL select statement to format date, time, and currency fields based on the given user locale.convertCurrency(): This function can also be used in SOQL select statement to convert the currency fields to the user’s currency.Using the above two functions here is the SOQL statement:SELECT Name, CurrencyIsoCode, Amount,FORMAT(convertCurrency(amount)) ConvertedinUserCurrency FROM Opportunity WHERE Name = ‘Burlington Textiles Weaving Plant Generator’Here is the result:As you can see, even though in this particular opportunity,  the amount is saved in USD, but with the help of above two functions, we are able to convert the currency to the...

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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.

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