Learning Salesforce With Pranav

You can install the Force.com IDE into your existing Eclipse by following the below steps. NOTE : Before installing the Force.com IDE, you must have to check the below requirements A supported operating system {Windows 7, 8, or 10 / macOS 10.7, 10.8, 10.9, 10.10, or 10.11 / Ubuntu 12.04 LTS or 14.04 LTS} Java SE Development Kit (JDK), Runtime Environment 8, or later The Eclipse IDE for Java Developers distribution is recommended. Open your  Eclipse Select  Help –> Install New Software  and Click On  Add In the Add Repository dialog box, set the name to  Force.com IDE Now use  https://developer.salesforce.com/media/force-ide/eclipse45  for the location.  NOTE : For Spring ’16 (Force.com IDE v36.0) and earlier Force.com IDE versions, you have to use  https://developer.salesforce.com/media/force-ide/eclipse42  as the location Click on  OK  button If you want to install the Apex Debugger, select  For...

Hi All Do you want to merge your two Trailhead accounts? Do you know this option is now available for all the trailhead learners to easily play around? Do you know Trailhead now gives you their own playground org? Do you know Trailhead Vanity URLs is available now? Ya Ya now all these are easily available under your one name. Hurray!!! Steps to start merge process: Log in to youtr Trailhead account via the account you want all the activity (i.e. badges, points, favorites, progress, trailmixes, hands-on orgs) to live on. Click on your profile. Select ‘Settings’. Click on ‘Connect or Merge’ under ‘Salesforce Login’ or ‘Social Login’. Log in to your another Trailhead account that has activity (i.e. badges, etc). You’ll see a preview of which data will be merged and what your final account will look like.  It’s a irreversible process so please make sure to review this. Now confirm the merge to complete. Now you’ll be able to log in to your Mai...

Hi All, We all know that Case Assignment Rule decides how cases are assigned to users or put into queues. We can create multiple assignment rules, but only one rule can be “ active ” at a time. We can trigger assignment rules by simply checking the “ Assign using active assignment rules ” checkbox under the Optional section of the Case creation page from  Standard UI . Or We can set it default true under the “ Layout Properties “of the case page layout. But do you know!!! When we are inserting the Case via Apex, the assignment rule will not be triggered   as there is no such field “ Assign using active assignment rules ” to be checked in the Apex. DON’T WORRY . Here in this blog you will know how to run assignment rule through apex. //Fetching the assignment rules on case AssignmentRule AR = new AssignmentRule(); AR = [select id from AssignmentRule where SobjectType = 'Case' and Active = true limit 1]; //Creating the DMLOptions for "A...

Hi All, When you want to deploy changes from one Salesforce org to another, you can choose any of the following: Change Sets Force.com Migration Tool (ANT based) Force.com IDE 3rd Party AppExchange Product All these tools use Metadata API to extract and deploy changes. But not all the configurations are available through metadata API and you need to be manually created in the target Salesforce org.. So here’s a List of those Account Teams Activity Button Overrides Analytic Settings Auto-number on Customizable Standard Fields Campaign Influences Case Contact Roles Case Feed Layouts Case Team Roles Console Layouts Currency Exchange Rates Data Category Visibility Settings Delegated Administration Divisions Email Services Fiscal Year HTML Document and Attachment Settings Lead Settings Mail Merge Templates Mobile Administration Mobile Users and Devices Offline Briefcase Configurations Opportunity Big Deal Alerts Opportunity Update Reminders Organizatio...

Hi All, RingCentral one way solution for calling from Salesforce. This app is available on AppExchange, you just need to install it and make some administrator changes as per their guide also on AppExchange. Now in this blog I am going to show you how to log a call with this app and how can we track the call logs in Salesforce. Please Follow the Below Steps: For Call Log feature you have to check the “Auto-create call logs” checkbox after login to RingCentral account under settings option then click on save button. Open an Opportunity Record(or you can open any other sObject also). And click on the phone number. A pop-up comes from RingCentral OR you can open the RingCentral from Utility Bar. Now select the same opportunity record in “Related To:” picklist. Now after call is disconnected, Open RingCentral from Utility Bar and click on “My Calls”. A report opens showing the Call Log. Hurrah!!! You can now able to log a call from Salesforce record and...

Hello Everyone, Salesforce is now-a-days a huge platform for all the developers, administrators and users as well. So in this tech world everyone needs a quick solution for there problems. So here’s an one way  solution for calling from Salesforce . Yes, you are right we are discussing about calling a number from salesforce record. RingCentral intensify your Salesforce CRM experience by  integrating cloud business  communications to: increasing call efficiency, improve workforce productivity, and enhancing customer interaction. It supports for Lightning, Classic and Salesforce1. This app is  available on AppExchange , you just need to install it and make some administrator changes as per their guide also on AppExchange. Here’s an video on how it makes our calling system easy and quick. Thanks Happy Salesforce!

Hello All, In this Blog, I am going to show you how we can enable the Profile User Interface and Profile List View. This helps a lot during some advance administrator work in Salesforce CRM. Basically, In the  enhanced profile user interface , the profile overview page provides an entry point for all Settings and Permissions for a profile whereas in normal view which I think is way more simpler shows all the Settings and Permissions in a single page view. In the enhanced profile user interface you can browse, search, and modify settings and permissions in a profile through a streamlined user interface. And  Enhanced Profile List View  gives you the ability to quickly view, customise, and edit list data to speed up your daily productivity whereas in normal view you can have all the profiles on a single page. In Enhanced Profile List View you can create profile list views with the fields you choose. For example, create a list view of all profiles with the “Modify ...

Hello Salesforce Lovers, This blog helps you in analysing what are the things you need to remember for switching your Salesforce org from Classic to Lightning. Does Your Org Qualify for Lightning Experience? For qualifying your org you must check these Now run the Readiness Check from the Lightning Experience Migration Assistant. From Setup in Salesforce Classic, click Get Started in the Migration Assistant tile (1). On the Check Readiness tab in the Migration Assistant (2). Click Check Readiness (3). The Readiness Check emails the report to your email id and also saves it to Salesforce Files. The report looks like  Now follow the Readiness report and make changes for that are required/necessary for switching the org to lightning. Now follow the below steps to enable Lightning From Setup in Salesforce Classic. Click Get Started in the Migration Assistant tile at the top of the menu. On the Turn It On tab in the Migration Assis...

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 for Enable Contract setting Click on the “Setup” button in org Search “Contract” in quick search box Click on “Contract Settings” Check the checkbox for “Send Contract Expiration Notice Emails to Account and Contract Owners” Click on “Save” button Steps to view Debug Logs: Click on “Setup” button in org Search “Debug Logs” in Quick Search box Click on the “Edit” link before your Username Select “Start Date” as today and “Expiration Date” 24hrs later(means next day) Click on “Save” button Steps for assign Permission set  to user Click on the “Setup” button in org Search “Permission sets” in quick search box Click on Permission sets “Opportunity and Service Contract Modify All Permission” Click on “Manage Assignments” button Click on “Add Assignments” button Search Use...

Campaigns with Influenced Opportunities The Campaigns with Influenced Opportunities report doesn’t seem to be working in the Salesforce Lightning Experience,  So here’s the solution for this. What about creating a new report and create a custom link for Report URL. Lightning having some limitations with it. On your custom report make sure you add the filter criteria for Campaign ID and use “” AND Primary Campaign Source: Campaign Name equals “”. These reports will not work if you run them independently from the reports tab. But when you click on the link, the filter parameters then have a place to land. Special Instruction :  For this custom report  you have to create a custom report type that follows the below sequence Opportunity –> ContactRole –> CampaignHistory –> CampaignMember  Follow the below steps to create a custom link (Non – Enhanced Setup) Your Name | Setup | App Setup | Customize | Campaigns | Buttons, Links and Actions (Enhanced S...

Campaign call down report in Lightning The Campaign call down report doesn’t seem to be working in the Salesforce Lightning Experience and so our users cannot easily export a list of campaign members So here’s the solution for this. What about creating a new report and create a custom link for Report URL. Lightning having some limitations with it. On your custom report make sure you add the filter criteria for Campaign ID and use “”. These reports will not work if you run them independently from the reports tab. But when you click on the link, the filter parameters then have a place to land. Follow the below steps to create a custom link (Non – Enhanced Setup) Your Name | Setup | App Setup | Customize | Campaigns | Buttons, Links and Actions(Enhanced Setup) Setup | Customize | Campaigns | Buttons, Links and Actions Click on “New Button or Link” Paste  /one/one.app#/sObject/ /view?fv0=”{!Campaign.Id}” Its  Display Type :   Detail Page Link Content Sourc...

In Salesforce Classic – Admins are able to add a standard “sharing” button to most record page layouts – allowing admins to view all of the users who have access to a particular record. But as of now “sharing button” is still not available in Lightning Experience. Users will need to temporarily switch to Classic to view the information. Salesforce Labs  provides an AppExchange Component :  Lightning Sharing  that lets you add a Sharing action onto any record detail page. Clicking the button takes you to an intuitive place to view, create or modify sharing. And this page allows user (only admins and record owners) to share their record, or modify who it’s currently shared with. Setup Step 1: we’re using custom components, so  My Domain  must be enabled and deployed. Step 2: set  sharing settings  on whatever object you want manual sharing on (from public read/write to  READ  or  PRIVATE ) Step 3: create a custom ac...

Hello All, Here’s an another part for various steps and instruction that are very useful in Salesforce. Steps to add picklist values for specific record type: Click on “Setup” button. Search your sObject in Quick Search box (If its an custom object search ‘object’ then open your custom object). Click on the “Record Type” option under sObject. Now Click on “Edit” option the record type in which you want to add picklist values. Now add all the values from “Available Values” to “Selected Values”. Click on “Save” button. Steps to add the values on picklist field : Click on “Setup” button. Search your sObject in Quick Search box (If its an custom object search ‘object’ then open your custom object). Click on the “Fields” option under sObject. Open picklist custom field. Click on “New” button in the “Values” section. Now add the picklist values. Now select the checkbox against record type in which you want to use these values. Click on “Save” button. Steps to...