Category: Opportunity

Summer’19 : Celebrate Sales Milestones with Path

In Summer 19 release, Salesforce introduces a new cool feature so that you can let your user celebrate when they reach certain stages in Sales path(or any path). This is a fun, visual way of celebrating success right from the Salesforce screen.This idea came from an old blog post regarding building with path based component, where community liked the idea and Salesforce delivered this to us now. To me this is the power of Salesforce community.So let’s configure this together -Step 1Enable path in your org.Step 2Click on New Path. Choose values as shown in the below screenshot. (You can select any values available).Step 3Click on Next and ant the next screen select Key fields for the Opportunity Stages. Click on Next.Step 4At this stage, enable on-screen confetti.Step 5Here, you can select which stage you want top celebrate. Select those picklist values. Also you can select the frequency of celebration. And finally click on Finish. That’s all you need to do to get this new cool feature.Here is the video with step by step instructions...

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Apex Code to Assign Territories to Opportunities

Assigning Territories to Opportunities can be done manually, but there is an option by which you can automate this process. This blog post is all about writing Apex class to automate the Territory assignment to Opportunity record.Before I start explaining the Apex code, let me explain two important objects -Territory2Type: This represents the category of Territories(Territory2). Every territory must have a Territory2Type. The important field within this object is Priority, which is used in Opportunity filter to assign Territory to Opportunity.ObjectTerritory2Association: This represents the association between Territory and Object record, which is Account. This is available only if Enterprise Territory Management is enabled.The Apex code is written here in the Salesforce Developer’s guide. The logic is as follows -If the Opportunity’s Account record is assigned to no Territory, then Opportunity’s territory2Id field will be null.If the Opportunity’s Account record is assigned to 1 Territory, then Opportunity’s territory2Id field will be assigned to same Territory record.If the Opportunity’s Account record is assigned to more than 1 Territories, then Opportunity’s territory2Id field will be assigned to that territory record which is having highest priority.If multiple territories are having the same priority, then Opportunity’s territory2Id field will null.Once you have the apex class written, you can configure the Opportunity Territory assignment filter by going into Setup -> Territory Settings and there providing the apex class name. The screenshot is given below -Few important...

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Summer’16 New Feature || Create your own calendar from any object

Salesforce Summer’16 release is a milestone release for Salesforce as it is their 50th release. But apart from being the 50th release, there are many reasons for considering this release as the milestone release. In this release, Salesforce brings some of the really key features which are really awesome.In this post, I am going to discuss about the new feature called – Creating Calendar from anything in Salesforce.Really!! Yes, as the name suggests now you can create a calendar from any object in Salesforce. As long as you have some date fields present in the custom object, you can create calendar from that object. This feature is available in Lightning Experience only and available in Enterprise, Unlimited and Developer edition.But to understand why we need calendar let’s give you an example. Say you are working with opportunities. So from the list view – “All Opportunities”, you can get the details about the closing date of the opportunities. But it’s still in the list view showing the details in rows. But think if you can get a visual calendar representation of the same information, it will have more powerful impact as well as give you the information more quickly. From the calendar, you can easily identify which opportunities are closing this day, or this week, or this month. So yes, this is really a cool feature introduces by Salesforce.So without...

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