Month: July 2014

How to Connect Force.com Work Offline – Salesforce Tutorials

Force.com Work Offline

 Force.com Work Offline :In our previous Salesforce Tutorial we have learned about How to track Salesforce field history. Int this Salesforce Training Tutorial we are going to learn about How to Connect Force.com IDE Offline. In our previous Salesforce.com Tutorial we have learned about Connect force.com IDE online to connect with salesforce.com account.

What is Connect Force.com work Offline ?

We connect Force.com  offline to work offline with out any internet connection. Force.com connect work offline is an application for the clients who use salesforce.com account records with out any internet connection. To connect force.com offline we have to set different settings in briefcase configurations.

How to Connect Force.com Offline.

Go to my settings.

How to Connect Force.com Work Offline - Salesforce Tutorials

Go to Desktop Add-Ons=> Force.com Connect Offline.

How to Connect Force.com Work Offline - Salesforce Tutorials

Click on Force.com Connect offline.

How to Connect Force.com Work Offline - Salesforce Tutorials

 Now click on the link to download Force.com connect work offline installer.

  • Now go to your Download location and double click on it to install.

How to Connect Force.com Work Offline - Salesforce Tutorials

Select OK.

How to Connect Force.com Work Offline - Salesforce Tutorials

Click on Next Button.

How to Connect Force.com Work Offline - Salesforce Tutorials

Select the directory to which you want to install Force.com work Offline installer and select next button.

How to Connect Force.com Work Offline - Salesforce Tutorials

Select Finish button to complete installation.

How to Connect Force.com Work Offline - Salesforce Tutorials

Force.com Work Offline short cut will be installed on the desktop. go to that short cut and open force.com work offline.

How to Connect Force.com Work Offline - Salesforce Tutorials

Enter username and password to login in to Force.com work offline.

How to Track Salesforce field History – Salesforce Tutorials

Salesforce field History

In our previous Salesforce Tutorials we have learned about How to create backup data in Salesforce.com Account. In this Salesforce  Training Tutorial we are going to learn about How to track salesforce filed history in salesforce.com.

Tracking  Field History is a method of finding  and displaying the field history in the related history for custom objects and Standard object. We can track Salesforce field history for both objects.

  • Custom objects.
  • Standard Objects.

Track Salesforce Field History for Custom Objects.

Go to Setup.How to Track Salesforce field History  - Salesforce Tutorials

Click on Setup menu.

How to Track Salesforce field History  - Salesforce Tutorials

Now go to Create=>Objects.

How to Track Salesforce field History  - Salesforce Tutorials

Select any of the object. In this Salesforce tutorial we are tracking history for Studentinfo custom object.

How to Track Salesforce field History  - Salesforce Tutorials

Now go to Custom fields  & Relationships. Select Set History Tracking.

How to Track Salesforce field History  - Salesforce Tutorials

Enable Track field history by selecting check box and click on Save button.

How to Track Salesforce field History  - Salesforce Tutorials

We have enabled Tracking Salesforce field history but we have not added that  history field to page layout.

Now go to Page layout and click on Edit as shown above.

How to Track Salesforce field History  - Salesforce Tutorials

Select Studentinfo History in Related list and drag to page layout as shown below.

How to Track Salesforce field History  - Salesforce Tutorials

Click on Save button to save page layout.

How to Track Salesforce field History  - Salesforce Tutorials

Now a new detail page will be opened where track field history is enables as shown above.

How to Track Salesforce field History  - Salesforce Tutorials

Now go to Studentinfo Custom object tab.

Select any Studentinfo records and click on Edit.

How to Track Salesforce field History  - Salesforce Tutorials

Observe Studentinfo history where Date, user and action will be displayed.

Tracking Salesforce Field History for Custom Objects.

Go to Setup=>Customize=>Object=>Fields.

How to Track Salesforce field History  - Salesforce Tutorials

Click on Fields as shown above.

How to Track Salesforce field History  - Salesforce Tutorials

Click on Set History Tracking.

How to Track Salesforce field History  - Salesforce Tutorials

  • Enable Account history.
  • Select up to 20 field that are to be tracked
  • Finally select Save button.

Creating Backup Data for Salesforce.com Account

Creating Backup Data for Salesforce.com Account

In our Previous Salesforce Tutorial we have learned about How to login to Salesforce.com account using Google account. In this Salesforce Training Tutorial we are going to learn about Creating Backup Data for Salesforce.com Account.

Creating Backup Data for Salesforce.com Account is mainly to export our salesforce.com data to another salesforce.com account. Creating Backup Data for our salesforce.com account and backup will be downloaded to our computer in the form of Zip file. When every if we want to import our salesforce.com data we can import this data.

Creating Backup Data for Salesforce.com Account

Go to Setup menu.

exporing salesforce backup data

Click on Setup as shown above.

exporing salesforce backup data0

Now go to Data management=>Cross-Organization Data=>Data Export.

exporing salesforce backup data1

Select on Schedule Export button.

exporing salesforce backup data2

  • Check include documents, images and attachments check box.
  • Check Chatter files and Salesforce CRM Content documents.
  • Select date range to schedule out backup.
  • Select start date and end date.
  • Select preferred time to which Backup is to be created.

Select all the options to include in back or select certain number of options that you want to Create Backup Data for Salesforce.com Account.

  • Finally click on Save.

We have scheduled export successfully.

Creating Backup Data for Salesforce.com Account.

Select Export Now.

exporing salesforce backup data3

Enter all the details as given below.

exporing salesforce backup data4

We have successfully created our salesforce.com backup. We will get an email notification when this exporting is complete.

exporing salesforce backup data5

This export has been in queue after complete creation of backup data we can download backup data in Zip format.

Setting Reminder on Activities, Tasks, Events

Setting Reminder on Activities, Tasks, Events

In our previous Salesforce Tutorial we have learned about Salesforce login policies. In this Salesforce Training Tutorial we are going to learn about Setting reminder on activities, upcoming events, tasks through a popup display window.

Setting Reminder on Activities.

Setting reminder on activities is nothing setting various configurations to notify tasks, upcoming events, schedules and various reminders to user by displaying a popup reminder window.

When any task or event is assigned to a user in an organization the reminder will be displayed on user’s screen when he/she logged in to salesforce.com account. Make sure reminder popup window are displayed without any blocking popups.

Go to your name=>My settings.

Setting Reminder on Activities, Tasks, Events

Setting Reminder on Activities, Tasks, Events

Now go to Calendars & Reminders=>Reminders.

Setting Reminder on Activities, Tasks, Events

Setting Reminder on Activities, Tasks, Events

Now a new screen will be opened.

Setting Reminder on Activities, Tasks, Events

Setting Reminder on Activities, Tasks, Events

Now select the options for task and events that are to be reminded. Set reminder time for tasks and reminder time for events. After setting events and task reminder time click on preview reminder alert to look how they display.

Finally select Save button.

Filtering Report Data to Limit Add Rows

Filtering Report Data to Limit Add Rows

In our previous Salesforce Tutorial we have learned about how to Schedule reports for future run in Salesforce.com . In this Salesforce Training Tutorial we are going to learn about Filtering report data to limit add rows in salesforce.com

When reports are generated in salesforce.com there is situation like to limit reports rows to a certain number of rows there we go for filtering Report Data . In this Salesforce tutorial we are creating row limit on tabular type reports to limit report results to certain number of records like 10, 20 or to custom number.

After filtering Report Data, if the report format is changed from tabular to any other format settings to limit reports are lost. This filtered reported data is used for dashboards, tables and for chart components.

Filtering Report Data to Limit Add Rows

Go to Reports Tab.

Filtering Report Data to Limit Add Rows

Click on reports.Filtering Report Data to Limit Add Rows

Now select any report that you want to filter.

Filtering Report Data to Limit Add Rows

Select Customize button.

Filtering Report Data to Limit Add Rows

The report must be in tabular format to add row limit. Select Row limit as shown above.

Filtering Report Data to Limit Add Rows

Enter Row limit value and selected the order sorted by and Click on OK button.

Filtering Report Data to Limit Add Rows

From above screenshot we have limited report data to 10 rows and the order to sort data by descending order.

Filtering Report Data to Limit Add Rows is successful. In our next salesforce tutorial we are going to learn about Setting reminder on activities, events and upcoming tasks in salesforce.com

Generating Outbound Message workflow action

Generating Outbound Message workflow action : In our previous Salesforce Tutorial we have learned about How to Schedule a report for future run in Salesforce.com. In this Salesforce Training Tutorial we are going to learn about generating Outbound message workflow action in salesforce.com.

What is  an Outbound Message ?

Outbound message is an workflow, approval action which sends information to external servers. Outbound message is an immediate workflow action and sends the data in the form of simple object access protocol (SOAP) format to external servers.

More information on workflows.

Generating Outbound Message workflow action

Follow the steps shown below carefully for Generating Outbound Message workflow action in salesforce.com.

Go to Setup=>Create=>Workflow & Approvals=>Workflow rules.

Generating Outbound Message workflow action

Click on Workflow Rules.

Generating Outbound Message workflow actionSelect new rule to create new workflow rule for Outbound message.

Generating Outbound Message workflow action

Select Object name and select next button.

Generating Outbound Message workflow action

Now enter all the details.

  • Name for outbound message.
  • unique name will be automatically inserted.
  • Enter description.
  • Enter end point URL. Outbound message is sent to this end point URL.
  • Select User to send as.
  • Select the fields to be sent in outbound message.
  • Finally Save settings.

Now go to Build=>Create=>Workflow & Approvals=>Workflow Rules.

Generating Outbound Message workflow action

Now Select on new Rule.

outbound messaging5

Now select the object.

Generating Outbound Message workflow action

Click on next button.

Generating Outbound Message workflow action

In step 2 : we have to configure workflow rule .

  • Enter Rule name.
  • Description.
  • In Evaluation criteria select the option Evaluate the rule when a record is created, and every time it’s edited.
  • Now enter rule criteria.
  • Now click on Save and Exit.

Generating Outbound Message workflow action

Go to Add workflow action and select New Outbound Message from the picklist.

Generating Outbound Message workflow action

In Search select Outbound message and move that action item to Selected actions as shown above.

Now Save the settings.

Generating Outbound Message workflow action

Now click on Done.

Generating Outbound Message workflow action

We have to activate the workflow action. Click on Activate.

outbound messaging12

Now the workflow action is active.

Scheduling Reports in Salesforce.com – Salesforce Tutorials

Scheduling Reports in Salesforce.com : In our previous Salesforce Tutorial we have learned how to create Web to Case Forms. In this Salesforce Training Tutorial we are going to learn about How to Schedule a report in Salesforce.com for future run.

Scheduling Reports in Salesforce.com

Scheduling reports in Salesforce.com are designed for scheduling reports for future run to get latest report data with out running a report manually.

In this process we have to give starting date, end data date frequency and time to which the report is to triggered automatically. We can set up to 200 scheduled reports and joined reports can not be used for scheduling for future run.

Scheduling Reports in Salesforce.com steps.

Follow the steps given below for scheduling reports in Salesforce.com.

Go to Reports Tab.

Scheduling Reports in Salesforce.com

Now select the report to which you want to schedule.

Scheduling Reports in Salesforce.com

Click on the Report name  to edit in detailed mode.

Scheduling Reports in Salesforce.com

Now click on Run report pick list and select Schedule future Runs as shown above.

Scheduling Reports in Salesforce.com

Scheduling Reports in Salesforce.com

Now a new screen will be displayed and enter all the details as shown above.

  • Select the running user from
  • Select Email report option to which an email will be sent when a report is scheduled.
  • Select the frequency to which the report to be run.
  • Enter starting date and Ending date.
  • Select preferred time.
  • Select the option as Save the report modifications with this schedule.
  • Finally Save report schedule.

How to delete Report Scheduling run ?

To delete report  Scheduling go to Run report picklist and select Schedule future runs.

Scheduling Reports in Salesforce.com

Click on Schedule Future runs.

Scheduling Reports in Salesforce.com

Select unschedule report button to cancel.

How to view which report is scheduled for future run ?

To view which reports are scheduled for future run in salesforce.com follow the steps.

Go to Monitor=>Jobs=>Scheduled jobs.

Scheduling Reports in Salesforce.com

Click on Scheduled jobs.

how to schedule reports6Now we find the list of reports which are scheduled for future run. Successfully we created scheduling reports in salesforce.com.

Creating Web to Case Forms in Salesforce

Web to Case Forms in Salesforce : In our previous Salesforce Tutorials we have learned about Salesforce Sandboxes. In this Salesforce Training Tutorials we are going to learn about Salesforce Web to case forms, How to create web to case forms, what is a web to case form.

What is a Web to Case Form?

Web to case forms are used to gather customers requests directly from company or organization website. Web to Case forms are similar to Web to lead Forms. By using web to case forms we can generate 50, 000 cases per day automatically.

  • When Web to Case form is submitted salesforce.com runs field validation rules before creating any record.
  • Rich text Area fields are not used in Web to Case forms because Rich Text Area fields are not supported by salesforce.com for web to case forms.

Creating Salesforce Web to Case Forms. Now we are going to create web to case forms in salesforce.com. Follow steps shown below.

Go to Setup=>Customize=>Self-Service=>Web-to-Case. web to case   Now a window will be opened. web to case0 From above Screenshot we are having different steps to capture cases from our website. Click on Generate the Html link as shown above. web to case 1 Select the fields from Available fields to Selected fields section. Fields in the selected fields sections are displayed in the Web to Case form.

  • Select Visible in Self-Service portal check box.
  • Enter the URL to which the user wants to redirect after submitting Web to Case Form.
  • Select language to default.
  • Click on Generate button.

web to case2

  • Copy an paste the code in notepad and save it with .html extension.
  • Click on Finished.

Now go to the code and open with any browser.

web to case3

  • Enter Contact name.
  • Email address.
  • phone number.
  • Subject and description.
  • Finally select Submit button.

Now go to Cases Tab.

web to case30

In recent cases section we will observe the case with case number and subject.

web to case31

Open the Case as shown above.

web to case4Observe all the details. These are the details where we have given in Web to lead form.

web to case5Automatically an email will be sent to the customer with all case details as shown above.

Salesforce Sandbox Overview – Salesforce Developer

Salesforce Sandbox : In this Salesforce Tutorial we are going to learn about Salesforce sandboxes, what is Salesforce Sandbox, what are the different Salesforce Sandboxes, why Sandboxes are used, where we use Sandboxes, Sandbox features.

What is a Sandbox ?

Sandbox creates an exact copy of production organization in a separate environment to develop and test various customization’s to reduces risk to the data on production environment. Sandboxes will not affect any changes in the production data and it creates an exact copy of production organization in the form of meta data.

Salesforce Sandbox Overview - Salesforce Developer

Where Sandboxes are used ?

Sandboxes are used for high risk customization’s like.

  • Applications.
  • Tabs.
  • Workflows and Validation rules.
  • Connected apps.
  •  Custom objects, labels and fields.
  • Apex Code.
  • Visualforce.

Where Sandboxes are not used ?

  • Reports.
  • Dashboards.
  • Email Templates.
  • Folders.
  • List Views.

What are the different Sandboxes ?

For Deployment, Testing and Training force.com provides four types of Sandboxes they are.

  • Developer Sandbox.
  • Developer Pro Sandbox (Configuration only Sandbox).
  • Portal Data Sandbox.
  • Full Sandbox.

Developer Sandbox :- In Salesforce.com we use developer sandbox for coding and testing. Single developer is allowed for coding and testing.

Developer Sandbox Features.

  • It has 200 Mb data storage limit.
  • This Developer Sandbox can refreshed every day.
  • It includes all applications and configuration information.
  • It includes reports and dashboards.
  • It includes Price books.
  • Products and Apps.
  • It has no production data.
  • In Developer Sandbox customization’s can be done under setup.

Developer Pro Sandbox (Configuration only Sandbox).

Developer Pro Sandbox creates a copy of metadata of the production organization. This Sandbox is also known as Configuration only Sandbox.

Developer Pro Sandbox Features.

  • It has 1 GB Data storage capacity.
  • This Sandbox can be refreshed every day.
  • It has no production data.
  • It has all features of Developer Sand box.

Partial Data Sandbox.

  • Ir has 4 GB data storage capacity and it limits 10, 000 records per object.
  • This Sandbox is refreshed for every 5 days.
  • Selected amount of production organization data can be used for creating Sandbox templates.
  • Data loader are used to import data.
  • And it has all features of Developer pro Sandbox.

Full Copy Sandbox .

Full copy Sandbox copies entire production organization data.

 Full Copy Sandbox  features.

  • Full Sandbox has the storage capacity as Production organization.
  • This Sandbox can be refreshed for every 29 days.
  • Here we have a copy of our entire organization and all its data.
  • It includes custom and standard records, documents and attachments.
  • Full Copy Sandbox has the same Ids of the records as that of the production.

What are the different migration tools used for Sandboxes ?

When using Sandboxes we use three different types of migration tools. They are

  • Change Sets.
  • Force.con IDE (Eclipse based tool).
  • Force.com migration tool.(Ant tool).

Points to be remembered before deployment using Sandboxes.

  • A developer must always test and validate customization developments before upload deploying to production department.
  • When using single deployment environment Sandboxes for deployment and testing we should stop development while testing.
  • When we are developing application using Apex the code coverage requirement must be met.
  • After finishing testing ensure business users perform user acceptance testing.
  • Now testing completes  and time to move the update to the production using change sets.

To login in to developer account to uses Sandboxes go to https://test.salesforce.com

Force.com platform Applications – Salesforce Tutorials

Force.com platform Applications : In this Salesforce Tutorial we are going to learn about Force.com Development, different force.com applications. In our previous Salesforce Training Tutorial we have learned about force.com platform and force.com platform architecture.

What is Force.com platform ?

Force.com platform is type of platform which is used to develop applications by developers in salesforce.com. It is Platform as a Service (PaaS) based service provided by salesforce.com to store every data in the form of metadata.

force.com platform applications

Force.com applications types.

In force.com we can divide force.com applications in to four types they are.

  • Content-centric Applications.
  • Transaction-centric Applications.
  • Process centric applications.
  • Data centric applications.

What is Content-centric network ?

Content centric Network is new network in cloud computing which is designed to address the problems of the people and enabling automatic application-neutral memory caching.

Content centric Applications

  • Force.com has applications managed storage.
  • Data can managed and protected.
  • High speed due to memory caching.
  • Low cost and complexity.
  • Force.com platforms are integrated with operational environments.
  • Independent Storage nodes.

What are transaction centric applications ?

Transaction centric applications are those which belong to banking, online payment and different transnational processes. When developing Transaction centric applications uses number of applications.

Transaction centric Applications.

  • Banking.
  • Online payments.
  • More effective when managing dynamic environments.
  • Ability to trace transactions.
  • End-to-End Visibility.

What are process centric applications ?

Process centric Applications automates business process in an organization. These applications eliminates unnecessary touch points and duplicate data entries.

Process centric applications.

  • They are used to track bugs in a system.
  • In procurement process.
  • Approval Process.
  • Fulfillment.
  • Receiving.

What are Data centric Applications?

Data centric applications are those who have powerful data bases. These applications are specially designed for storing the data in the form of spreadsheets.

Data centric applications.

  • These applications are used in CRM systems.
  • ERP systems.
  • Human resource management systems.