Category: REST

Advanced Currency Management in Salesforce

Salesforce supports multi currency. You can enable the same by going to Company Information and then checking the box – “Activate Multiple Currencies”. You need to read the below article before enabling multi currency. https://help.salesforce.com/articleView?id=admin_enable_multicurrency_implications.htmOnce done, you can enable Dated Exchange Rate to define the exchange rate for any kind of periods like month, quarter, year etc. To do that you can go to Company profile -> Manage CurrenciesNow you can add the entries for dated exchange rates by clicking on the “Manage Dated Exchange Rates” button. And then click on “New Exchange Rates” button. Below images shows how to add dated exchange rates.This dated exchange rates are used in Opportunities, Opportunity products and Opportunity Reports.The object used to store this information is DatedConversionRate. You can run SOQL queries against this object to get the details -SELECT IsoCode,ConversionRate,NextStartDate,StartDate FROM DatedConversionRate ORDER BY NextStartDate ASCYou can use Rest Explorer also to add/delete new DatedConversionRate like below -Important Objects/Fields:CurrencyType: This object stores the list of currencies used in the org when multi currency is enabled. If single currency is used in the org, then this object is not available.DatedConversionRate: This object stores the dated exchange rates.CurrencyIsoCode: This additional field is present in object which has current field and the org has multi-currency...

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Another Powerful Trailhead module – Event Monitoring

Salesforce introduces Trailhead – a fun way to learn Salesforce. It doesn’t matter whether you are Salesforce Admin or Salesforce developer, there are bunch of modules available for your based on your career path. The more modules you complete, you will get more badges and those badges will be attached to your profile. So you can see yourself going stronger and stronger day by day. That is the primary goal of using Salesforce Trailhead – Make yourselves a better Salesforce Admin or a better Salesforce Developer.To achieve your goal, Salesforce Trailhead team recently introduces three new admin modules –Admin TrailGet Ready for Dreamforce TrailEvent Monitoring moduleOut of these above three modules, the module which really looks very interesting to me is the Event Monitoring module. I immediately jumped into it and completed the same. Once completed, I have realized the power of event monitoring. Monitoring event is so important to a Salesforce Admin. In my daily day to day to work, I normally receive so many requests which now I can answer quickly with the help of event monitoring.Let me tell you what makes this module so interesting.This module consists of three sub modules as shown below –The first sub-module – Get Started with Event Monitoring –This sub-module explains the basic like what is event monitoring, what are different types of events present, use cases where event monitoring should be...

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Salesforce Integration – Comparative study between SOAP and REST

Few days back, one of my team member asked me  – Which one should I use? SOAP or REST? I believe this is a very fundamental question, but definitely a very very important one because it will define your project’s success.If you want to learn more about REST, please have a look at this one – really good starting point – “How I explained REST to my wife?”To know more about Salesforce Integration using SOAP API, please check -Salesforce Integration with SOAP APIWe should not compare SOAP and REST as they can’t be compared directly. The reason why I am telling is that because SOAP is a protocol while REST is an architectural style. People normally used to say any HTTP API that isn’t SOAP, REST and that is why the confusion.The main difference between SOAP and REST is the way of coupling between server and client implementation. A SOAP client works similar like custom desktop application and normally tightly coupled with server. So if any side changes anything, the entire contract will break.Whereas REST client is more like a browser. So it is more generic, loosely coupled and it knows how to use a particular protocol to communicate with server.With the above basic, let me post a comparative study on SOAP Vs REST. I hope this will help you to get a quick overview and also help you to make...

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