Category: SOQL

How to Query Multi-Currency Fields in Salesforce

by | Feb 18, 2021 | , , , , | 0

 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

by | Jan 17, 2021 | , , , , | 3

 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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SOQL Query Builder in VS Code, the fastest way to write SOQL statements

by | Nov 23, 2020 | , , , | 0

Salesforce introduced the fastest way to write SOQL statements, the SOQL Query Builder. SOQL Query Builder is the Visual Studio Code Extension that enables you to write, execute SOQL statements write inside your project workspace. Not only that, this tool will allow you to download the query result in either CSV or JSON format.How to install SOQL Query BuilderOnce you open the Visual Studio Code, search for SOQL in Marketplace. From there install the SOQL extension from Salesforce. After installation, it is always recommended to restart VS Code. Below is the screenshot How to use SOQL Query BuilderAfter installation, all your soql files will be stored under the folder scripts -> soql. You can save your own soql commands, just make sure the extension of the file is .soql.Below is the example where I have opened account.soql file and executed the statement. As you can see, with this new tool, we have the opportunity to do everything we are doing today with workbench w.r.t. executing soql statements. Also, you can download the query result in either CSV or JSON format.Youtube VideoVideo Link: https://www.youtube.com/watch?v=LG13jPWYqVwReference...

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Handy SOQL/SOSL Queries for Knowledge

by | Sep 21, 2020 | , , , , | 0

 Happy Monday!! In my last post, I have explained the Data Model around Salesforce Lightning Knowledge. If you haven’t gone through that post, I highly recommend you going through the post “Understanding Salesforce Lightning Knowledge Data Model” as it is going to help you to understand the queries in this post.Let’s first create the article – “Hello World” and below are the different versions with different publishing status. Below article properties which I will be using the query -Article Number: 000001000Knowledge Article Id: kA03t00000063w2CAAFetching Latest Knowledge Article VersionSELECT Id,PublishStatus,Title FROM Knowledge__kav WHERE KnowledgeArticleId = ‘kA03t00000063w2CAA’ AND IsLatestVersion = TrueFetching Published Knowledge Article VersionSELECT Id,PublishStatus,Title FROM Knowledge__kav WHERE KnowledgeArticleId = ‘kA03t00000063w2CAA’ AND PublishStatus = ‘Online’Fetching Draft Knowledge Article VersionSELECT Id,PublishStatus,Title FROM Knowledge__kav WHERE KnowledgeArticleId = ‘kA03t00000063w2CAA’ AND PublishStatus = ‘Draft’Fetching Archived Knowledge Article VersionsSELECT Id,PublishStatus,Title FROM Knowledge__kav WHERE KnowledgeArticleId = ‘kA03t00000063w2CAA’ AND PublishStatus = ‘archived’ AND IsLatestVersion = FalseThis one is tricky, as to query Archived article versions, KnowledgeArticleId and IsLatestVersion = False and PublishStatus = archived should be mentioned.Note -Using bind variables with Apex SOQL Statements with KnowledgeArticleVersion is not allowed. So you need to use dynamic SOQL like below -final String ONLINE_ARTICLE = ‘Online’;final String myQuery = ‘SELECT Id FROM Knowledge__kav WHERE PublishStatus = :ONLINE_ARTICLE’;List<Knowledge__kav> allArtciles = Database.query(myQuery);Working with DATA CATEGORYWITH DATA CATEGORY is an optional clause in SOQL and it helps to identify articles linked with one or more...

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Query Plan Tool from Salesforce – A Hidden Gem

by | Apr 29, 2018 | , , , | 0

Query Plan in the developer console can help to speed up SOQL queries done over large volumes of data. This is such a powerful tool when dealing with bad performance. Developer can use this tool to optimize and speed up SOQL queries.We can enable Query Plan in the Developer Console by -Before we go into details, it’s better to understand how Salesforce uses indexes while running the SOQL. As we all know it is always good to go for selective query instead of full table scan. But even with selective query, when we are using different filter criteria, it is not always the best SOQL query we are writing. The reason behind is that just writing where clause in the query does not guarantee that the filter is selective. So it is very important to understand which are the fields are good to be used in filter. Let’s understand that first in the below section -All we need to use is the indexes in the filter.If we are using filter on standard fields, then we are using index if -it is primary key (Id, Name, OwnerId)it is a foreign key (CreatedById, LastModifiedById, Lookup, Master-Detail)it is an audit field (CreatedDate, SystemModstamp).If we are using filter on custom fields, then we are using index if that field is marked as Unique or External Id.Without indexed filter, the query will not be...

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In this tutorial, you'll learn how to seamlessly integrate Jotform with Salesforce, unlocking a world of possibilities for your data collection and management needs. Whether you're a Salesforce admin, a business owner, or anyone looking to streamline your online forms, this video is for you! 📋 Discover how to create powerful, fully customized online forms in seconds, directly within your Salesforce account, and all without any coding knowledge! With this integration, you'll have the ability to design and deploy forms tailored to your unique requirements effortlessly. 🖋️ Explore Jotform's E-Signature feature, which enables you to collect legally-binding electronic signatures on your forms. This can be a game-changer for contracts, agreements, and any document that requires a signature. 📥 Learn about Pre-Filled Forms, a time-saving feature that lets you populate form fields with existing Salesforce data. Say goodbye to manual data entry and hello to efficiency! 📝 Dive into the Approval Process feature, which allows you to set up automated workflows for form submissions. Approvals can be sent to the right individuals for review and decision-making, making your business processes smoother and more organized. 🚀 This video will guide you through the entire process step by step, ensuring that you can harness the full potential of Jotform's integration with Salesforce. Say goodbye to manual data transfer and hello to a more efficient, automated, and streamlined workflow. 📌 Timestamps: 0:00 - Introduction 0:54 - Install Jotform inside Salesforce 3:19 - Create Jotform Form 8:55 - Create Prefill Jotform Form with Salesforce 12:34 - ESignature 17:26 - Approvals 22:56 - Payment Processors 23:15 - General Integrations 23:36 - Security 24:10 - Conclusion 📌 Jotform AppExchange - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000R8IOtEAN 📌 Jotform Security - https://www.jotform.com/security/ 📌 Jotform Payment Integration - https://www.jotform.com/integrations/category/payment-processing 📌 Jotform General Integration - https://www.jotform.com/integrations/ 📌 Jotform Approval - https://www.jotform.com/products/approvals/ 📌 Jotform Pdf Editor - https://www.jotform.com/products/pdf-editor/ 📌 Jotform E-Signature - https://www.jotform.com/products/sign/ ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Generative AI is a transformative technology that increases developer productivity, accelerates software application development, and reduces the barrier for anyone to learn programming. At this year’s TrailblazerDX, we announced Einstein for Developers – and now, Salesforce’s generative AI solution that unleashes developer productivity is officially in Open Beta. Built specifically for Salesforce languages and frameworks, Einstein for Developers is able to generate Apex code using natural language. Support for LWC is coming soon. In this blog, we will explore how to get started with Einstein for Apex development and how its potential can revolutionize your development process. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:34 - Enable Einstein for Developers 0:58 - Configure Visual Studio Code 1:54 - Demo 7:55 - My Opinion 8:08 - Conclusion 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx #salesforce #generativeai #einstein #visualstudio #artificialintelligence ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Welcome to the Winter ’24 Release! Salesforce Release is the process by which Salesforce updates its software platform to add new features, enhancements, and bug fixes. Salesforce releases typically occur three times a year, in spring, summer, and winter, and are named after the season in which they are released. In this video, I am going to share how you can transform collections of data between flow resources with the new Transform element in Flow Builder. I have a dedicated video where I have shown how to use this new element but in today's video, I am going to show you how to use this new element to transform and create multiple records within Salesforce Flow. Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:47 - Use Case Explanation 1:44 - Demo 8:55 - Conclusion 📌 Salesforce Winter 24 Release | Transform Your Data in Flows - https://youtu.be/d5V7bL6gnUc 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Welcome to the Winter ’24 Release! Salesforce Release is the process by which Salesforce updates its software platform to add new features, enhancements, and bug fixes. Salesforce releases typically occur three times a year, in spring, summer, and winter, and are named after the season in which they are released. In this video, I am going to share how you can perform HTTP POST, PUT, PATCH and DELETE call. POST call will provide me the record ID which I will be using in subsequent PUT, PATCH and DELETE calls to perform actions. Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:18 - Use Case/Scenario Explanation 2:25 - HTTP POST Call From Salesforce Flow 5:30 - HTTP PUT Call From Salesforce Flow 10:11 - HTTP PATCH Call From Salesforce Flow 13:33 - HTTP DELETE Call From Salesforce Flow 15:33 - Conclusion 📌 How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx 📌 Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
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