Posts

Showing posts with the label Salesforce Custom Fields

Useful Salesforce Steps and Instructions – Part 2

Hello All, Welcome to the another part of Useful Salesforce Steps and Instructions. The provided below steps will be very useful for you while working with Salesforce. Steps to give permissions to Enabled Apex Class Access: Click on the “Setup” button Search “Profile” in quick search box Click on the profile name which you want to give permissions Search “Enabled Apex Class Access” section Click on “Edit” button Move your apex classes from “Available Apex Classes” to “Enabled Apex Classes” that you want to enable Click on “Save” button Steps to give permissions to Enabled Visualforce Page Access: Click on the “Setup” button Search “Profile” in quick search box Click on the profile name which you want to give permissions Search “Enabled Visualforce Page Access” section Click on “Edit” button Move your VF Pages from “Available Visualforce Pages” to “Enabled Visualforce Pages” that you want to enable Click on “Save” button Step for adding VF page on s...

Useful Salesforce Steps and Instructions – Part 1

Hello All, Today I am going to provide you a very useful and important set of items that you should always keep handy with you like a keep the money wallet handy. The provided steps will be very useful for you while working with Salesforce. So here we go with the part 1 of the instructions: Steps to give permissions to an sObject: Click on the “Setup” button in prod Search “Profile” in quick search box Click on “Edit” button just before the profile name which you want to give permissions Search for the sObject under “Custom Object Permissions” section Check the “Read,Create,Edit,Delete,View All,Modify All” checkboxes Click on “Save” button Steps to give permissions to the fields of an sObject: Click on the “Setup” button in prod Search “Profile” in quick search box Click on “Edit” button just before the profile name which you want to give permissions Search the sObject in “Field-Level Security” and select “View” option Click on “Edit” button Check the “Read Ac...

URL Hacking in Salesforce – Episode 2

Image
HEY!!! Welcome back, previously in  URL Hacking Episode 1 ,  We saw what URL hacking is all about and how to get the field id’s for your pre-populating functionality. Many questions are arising from the first episode. Like How can we achieve this? How it works for custom fields? How it populates custom lookups? How it works for related list of sobject? And  so on… So here we ensure to resolve all your questions in this Episode 2 and Episode 3. First of all, to make this magical thing happen. We have to create a custom button on opportunity for this. And the best way is to add it to the page layout of Account related list. Steps for creating custom button on Opportunity object: Click on “ Setup ” button. Search “ Opportunity ” in  Quick Find/Search  box. Select “ Buttons, Links, and Actions ” under  Opportunity  option. Click on “ New Button or Link ”. Fill up the details as per your requirements. Please add those fields val...

Add Geocodes for Addresses Automatically in Salesforce

Image
Salesforce provides us this advance feature to make addresses more accurate and reliable. Basically, to transform a postal address description to a location on the Earth’s surface, the computational process of this is called  Geocoding.  Geocode information searches a location using  latitude ,   longitude , and  accuracy   rating .  Geocode  locations are much useful in many cartography, GIS analysis, decision making workflow, transaction mash-up or injected into smaller and larger business processes. In Salesforce,  Geocode fields  are available for addresses on  accounts ,  contacts  and  leads .  Geocodes  can unlock a whole new way to understand our customers and run our business. This special feature is available in  Enterprise ,  Professional ,  Unlimited ,  Performance and  Developer Editions  in  Salesforce Classic only . Accuracy  tells ...