Introduction Sometimes it may beed needed to query Territories assigned to Lead or Account. Solution Field Name Details AssociationCause Possible values are:Territory2AssignmentRule—Territory assignment rule associationTerritory2Manual—Manual association ObjectId Lookup Refers ToAccount or Lead SobjectType Account or Lead Territory2Id Territory Id
Previously, we talked about updating Salesforce using JavaScript from a button in a page layout. More recently, we encountered an issue regarding how to replicate this process for multiple records to perform a mass update from a list view. One option for mass updating records from a list view is through Inline Editing. You can …
Salesforce: Performing Bulk Updates From List View Using JavaScript Read More »
The CASESAFEID() function retrieves an 18-character ID from an original 15-character ID. The primary distinction is that the 15-character ID is case-sensitive, whereas the 18-character ID is case-insensitive. An issue can arise when using the 15-character ID in Excel for data analysis because Excel’s VLOOKUP() function is case-insensitive, leading to potential errors. Therefore, it’s preferable …
Convert A Salesforce ID From 15 Characters To 18 Characters Using An Excel Formula. Read More »
TriggerName: The trigger’s name, such as AccountHandler. ObjectName: The object that initiates the trigger, like Account. trigger_events: This can be a list separated by commas, including one or more of the following events: For example, the following code defines a trigger for the before insert and before update events on the Account object: Context Variables …
Introduction To Trigger Syntax In Salesforce: A Beginner’s Guide Read More »
REQUIREMENT SOLUTION 1ST APPROACH – Standard Report Type 2ND APPROACH – Custom Report Type Do you know the secret of field “Unread by Owner” on Lead, learn here.
Create a trigger that calculates the count of child records related to parent records. Implement a custom rollup summary field using an Apex trigger. Establish a rollup summary on a lookup relationship using a trigger. To illustrate the issue, let’s consider an example. We have a lookup relationship between Accounts and Contacts, and we need …
How to Compare Old and New Values in Salesforce Triggers In Salesforce triggers, we can check if record values have changed by comparing the old values to the new ones. The Before Update and After Update triggers are invoked based on the Update DML event occurring, regardless of which field value is updated on the …
How To Determine If Record Values Have Been Modified In Apex Triggers Read More »
A wrapper class in Salesforce Apex refers to a class, data structure, or abstract data type that encompasses various objects or collections of objects within its structure. A wrapper class is essentially a custom object created by a programmer, defining its properties according to specific needs. In Salesforce, when we think of a custom object, …
What Does The Term Wrapper Class Mean In Salesforce Apex? Read More »
Many Salesforce Apex developers are aware that in Salesforce, it’s widely accepted as a best practice that all code should be capable of handling bulk inserts, updates, and similar operations. When following this best practice, it’s common to use sets or lists as parameters in functions. Occasionally, there arises a necessity to convert between lists, …
Salesforce task records represent actionable items or tasks typically found on a to-do list. These tasks are usually linked to relevant records such as Leads, Opportunities, Contacts, or Accounts. Depending on your organization’s data model, it may also be appropriate to associate tasks with custom objects. Tasks offer significant utility for businesses. They enable users …
All The Essential Information On Task Creation In Salesforce Apex Read More »
