Designing a Sales Process in Salesforce
A sales process is a series of repeatable steps that the sales team will take with a prospect to sell them the product. …
How To Reduce Visualforce’s View State
View State is a technique Salesforce uses to maintain the current state of the page and the data that was queried between the user requesting things from the server and sending any changes back to the server.If the view state gets too large problems can begin to occur. …
Salesforce Developers Need to Learn JavaScript Today
Over the years, it’s been possible for Salesforcce Developers to avoid needing to learn JavaScript because things could usually be done through a combination of apex and visualforce. If you don’t know JavaScript and you are a Salesforce Developer, you need to really consider finishing this post and learning JavaScript. …
What is Salesforce Lightning
Lightning has really expanded since it was originally introduced at Dreamforce 2014. Originally, Lightning was introduced as a couple of different products that were all sort of related because they had the same incredibly new looking UI. …
What’s the Difference Between Before and After Triggers
Apex Triggers don’t need to be complicated. If you have worked with databases like SQL Server or MySQL the triggers execute in a very similar fashion. …
How I became a Salesforce Developer
I believe that most Salesforce developers that started before trailhead started in a way similar to mine. I didn’t plan on becoming a Salesforce Developer. …
What’s the difference between a Lead and Opportunity?
A lead is basically a person that has contact information that you should be able to sell to, they have been created because they have contacted you in someway with some sort of need whether this be that they filled out a contact form on your website or they exchanged business cards with somebody at a tradeshow. …
Deleting Stuck Jobs Via Salesforce Apex
Every now and then, I find I get a few jobs that are stuck in the queue which end up causing things like reports to stop being generated or stop pardot from syncing or just causing general chaos.
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First Application Posted On the AppExchange
Really excited to announce that the application I’ve been working on for the last few months is now available on the Salesforce AppExchange. One of the most exciting things is that it went live with a Salesforce Lightning Component.…
Introducing Salesforce’s Custom MetaData Types
Quite a while ago, Salesforce introduced some very significant changes to custom settings. If you aren’t sure what custom settings are please take the time to read my How To Use Salesforce Custom Settings post. This post covers a lot of the changes and when you should start looking at using Custom MetaData Types.…
Apex: Converting Lists to Sets, and Sets To Lists
As many Salesforce Apex programmers know, in Salesforce it’s pretty much an unchallenged best practice that all code should be able to handle bulk inserts, updates, etc. When adhering to this best practice, it’s really common to use sets, or lists as parameters in functions. Sometimes, there’s a need to convert between lists, or sets, or maybe even maps. …
5 Incredible Resources For Learning to Program Salesforce
Salesforce is an incredibly large and customizable platform with hundreds of different features. Learning to use Salesforce can be difficult, but learning to program and manage Salesforce is even more daunting. Below I’ve provided you with the best resources I could find on programming Salesforce. Before jumping into learning to program apex, I recommend you…
How to read cookies set by JavaScript in a Salesforce Apex Class
I recently had a requirement to have JavaScript create a cookie and then read it in later by an Apex class. You would think you could simply create a cookie in JavaScript and then read it in Apex using the exact same name as the cookie, but that’s not exactly the case. Cookies that need…
Apex: How to Dynamically Tell if a Salesforce Field Exists
Lately, I’ve been working on a lot of dynamic apex and soql. I had a requirement to develop a custom appexchange app that could be dynamically querying objects based on a mapping that the admin had supplied and had stored in custom settings. Originally, I was querying to see if the field existed and returning…
How to have a Visualforce Page Download as a pdf
When creating applications it’s a pretty common request to be able to create a formatted report or file in pdf file format.
For the most part, most customized pages and data can be easily converted into a PDF file without having to make many changes. In Salesforce, we can change customized Visualforce pages to create a pdf file by using the renderAs property and set the value to pdf.
Book Review: Mastering Application Development with Force.com
A few weeks ago, I saw a post on Twitter about Kevin Poorman releasing a new book about programming in Salesforce Apex and really mastering the development environment. Kevin Poorman’s “Mastering Application Development with Force.com” covers a lot of different parts of Salesforce’s Force.com platform that aren’t well covered elsewhere.
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Security in Salesforce
Salesforce has quite a bit of built in security; and has lots of security features that can be customized. Access to most parts of the Salesforce / Force.com platform isn’t actually available until a user has been authenticated. A few weeks ago, I began studying for Admin Certifications, and was fortunate to find this photo…
Book Review: Practical Salesforce.com Development Without Code
Practical Salesforce.com Development Without Code written by Phil Weinmeister has been recently released. I think the book really targets those new to the Salesforce platform and does a wonderful job of providing examples and providing a reference that will be useful in the future. Phil Weinmeister has done a phenomenal job putting together some different…
Salesforce Quick Deploy
Releasing changes from a sandbox into production Salesforce can be an interesting time as a developer. As your instance gains more and more code, and tests, the amount of time it takes for changes to deploy increases. Quick deploy is a relatively new feature that can deploy components up to 96 hours after they have…
Salesforce Spring15 Test Class Additions
Salesforce has finally introduced a way to create test data for an entire test class; this will be a huge time savings for developers. The rollback of records created during execution happens at the end of the test class’ execution. By only inserting records once, we should see tests run faster and require less system…