Blogs

  • Top five problem using delegated approval in Salesforce

    What is delegated approval and when it is enabled? When your team’s member goes on out of office, we can choose a user to receive his approval requests over a predefined time period. Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation. https://help.salesforce.com/s/articleView?id=sf.cpq_aa_delegate_approvers_task.htm&language=en_US&type=5 Known Challenges Before enabling…

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  • INVALID_ID_FIELD, WhatId is not available for sending emails to UserIds

    Introduction This error is thrown while sending email using apex if you are setting User Id in target recipient: setTargetObjectId(usr.Id) and also specifying target record id as: setWhatId(opp.Id). As per Salesforce documentation if you are passing record id in WhatId then you can only pass Contact Id in setTargetObjectId. Here is Salesforce article: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_email_outbound_single.htm Workaround

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  • How can we disable duplicate check while creating record from Apex?

    In case if you are looking to disable standard duplicate rule while creating record from apex – especially in case of integration and backend processes – we can use DMLOptions.DuplicateRuleHeader as below.

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