Category: Advanced Admin

How To Verify API Connection & Perform HTTP Callout in Salesforce Flow

Traditionally, integrating external systems or fetching real-time data from web services within Salesforce Flows has been a multi-step process involving Apex code or external tools. However, the Spring ’24 Release marks a paradigm shift by introducing a built-in capability to validate API connections and execute HTTP callouts seamlessly, all within the intuitive and user-friendly environment of Salesforce Flow.

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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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Dynamic Form in Salesforce

In this post, I will share the details about Dynamic Form, a feature that was introduced in the Summer ’20 release. Dynamic Form was one of the top voted idea that was delivered. If you ever worked in Classic and Page layout, you know how flexible the page layout is. Admins can add fields, sections, buttons etc. with few clicks and then assign multiple page layouts to the different combinations of Profile and Record Type. Dynamic Form is bringing the same level of flexibility to the Lightning Experience. Excited? This post will cover below -What is Dynamic Form?How to activate Dynamic Form?How to add/delete/arrange fields to Dynamic Form?How to change the UI behavior of the fields added in Dynamic Form?How to change the field visibility in Dynamic Form?Things to know before implementing Dynamic Form.If you prefer watching videos, please click here, otherwise, the same video is posted at the end of this post.Note – Dynamic Form is incomplete without Dynamic Action. They complement each other very well. In this post, I will be focusing mainly on Dynamic Form and then I will publish the second part, where I will be focusing mainly on Dynamic Action.Great!. So without any further detail, let’s dive in.What is Dynamic Form?Dynamic Form was first introduced in the Summer ’20 release and then it became GA(Generally Available) in the Winter ’21 release. With the help of...

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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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