salesforce customization

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Getting Started with SalesForce

box (checkbox)Currency (Currency)Date and date time (date and Date/time)e-mail (email)Location (geolocation)Numbers and percentages (number and Percent)Telephone (phone)List of options and options for multiple selection (Picklist)text box, text area, encrypted text (text, Encrypted text)UrlEach newly registered ORG on the platform has built in some standard sobject, depending on the version. For example, Sales Cloud org has its own contacts, leads, and business opportunities.The

Take a look at the product lines for foreign saas, such as salesforce, NetSuite and zendesk, and more (salesforce buys $750 million for cloud computing word processing Applications Quip)

To see what they do, I do what I do ~ even better than they do.------------------------------------------------------------Sina Science and technology Beijing time August 3 afternoon news, The U.S. cloud computing CRM software provider Salesforce is still a big acquisition to expand the category of cloud computing applications and services, the company has just announced the acquisition of cloud computing word processing application Quip.The deal is m

"Cloud Alert", "Salesforce Cloud Services" Makeover ", and will launch a new financial services cloud"

users can get it the first time after a background update. Salesforce also launched a new service based on the Lighting interface: TheSalesforce Financial Services Cloud Preview. The new look and feel is a loosely coupled design built on database technology, allowing customers to choose to use the new interface immediately, or to temporarily keep the old interface open, giving users more freedom.The new interface and process design tools and design c

Web server services for Java development through the SOAP API and the metadata API in Salesforce

1. Download the WSDL file in the Salesforce platformOnce we have created the objects that we need to use in Salesforce, we want to read and write records to objects in other applications, the first thing we need is the permission of our Salesforce platform. Log in to your salesforce and download the WSDL file.In the to

Inter pinch, Salesforce calls for EU investigation into Microsoft's acquisition of LinkedIn deals

In Thursday, Salesforce called on EU regulators to conduct a full investigation into Microsoft's deal to buy LinkedIn for $26 billion, foreign media reported. Microsoft is expected to seek EU antitrust approvals for the deal in the next few weeks. It's the biggest deal in Microsoft's history.650) this.width=650; "alt=" mutual pinch, salesforce calls on the EU to investigate Microsoft's acquisition of the Li

Read and update XML files in the static resource of salesforce

I haven't been in the garden for a long time. One is busy with work, but some trivial matters in my life make me unable to "idle". Recently I have just finished some projects, and I have been idle for some time, when I visited the garden, I suddenly had the urge to write a blog. I have been working for four years since I was just working. I have been working on development and system integration based on the salesforce platform. There have been some "

How to integrate wordpress with Salesforce

How can we better use wordpress sites and CRM (Customer Management )? One of the best options is to use Salesforce, but the two did not have a better combination in the past. What is Salesforce? The world's leader in On-Demand CRM solutions offers unparalleled customer success rates. For more information, see Baidu encyclopedia http://baike.baidu.com/view/1455163.htm. This article will show you how to integ

Salesforce empties the database with truncate

Tags: field HTTPS NIS logical counter Loader user Reference profileIf you want to quickly empty the table in MySQL, you can use the truncate command.Truncate is able to quickly and easily erase data without any differences. The syntax for using truncate in MySQL isTRUNCATE table [table Name]; The Truncate feature is also available in Salesforce. However, just providing a button does not provide any code and the way the API calls truncate.So the right

Salesforce Open Source Transmogrifai: End-to-end AUTOML library for structured data

AUTOML is the rapid construction of AI models through automated machine learning, which simplifies the machine learning process and makes it easier for more people to use AI technology. Recently, software industry giant Salesforce Open source of its automl library Transmogrifai. Shubha Nabar, senior director of data science at Salesforce Einstein, wrote about the AUTOML library, including workflow and desig

Salesforce quickly views the components that are introduced into the package

When a new version of the Salesforce package is generated, it is often necessary to check which new components will be introduced into the packages, This in the case of a number of components will be a little dazzling, in order to facilitate, I want to use JS to the package has been introduced to filter out, so there is the following JS fragment, recorded, easy to use in the future! 1. First, first, the introduction of jquery, because the pure JS

How to invoke the Web Service provided by an external system in Salesforce

There is a need to provide a WSDL file for the external service (salesforce only supports uploading from the local area), and the WSDL file provided has the following two requirements: 1): WSDL file can only have one binding,salesforce is not supported by multiple binding 2): WSDL file contains all schema information, Salesforce is not supported by import of ex

How to create a Web service in Salesforce for external system calls

Web service can be created in Salesforce for external system calls, and the calling interface can be provided externally as soap or rest, followed by a detailed description of how to create a Web in soap Service and make a simple call with a asp.net program. 1): Create the following class in Salesforce "NOTE: If you want to make it a Web service, then class must be defined as global, with the specific met

Salesforce 0 Basic Learning (85) Streaming API Simple to use (near real-time get the updated message status of the data you need to track)

Streaming API Reference Links:Https://trailhead.salesforce.com/en/modules/api_basics/units/api_basics_streamingHttps://resources.docs.salesforce.com/210/latest/en-us/sfdc/pdf/api_streaming.pdfBackground: At work we may have such a requirement: Some data is important, real-time monitoring is needed for changes, or some data is integrated in other platforms. If there is a change, do not refresh the page or do other trigger and other operations can receive the relevant changes to the push notificat

Salesforce Self-Learning (i)

Salesforce learning-reaching apex; Learning Goals:1. Describe the key features of Apex program language;2. Save an Apex class and use another apex class to invoke its method;3, use developer console check debug log;Start learning Apex:Apex is a programming language that uses class Java syntax and uses a database-like stored procedure, Apex allows developers to add business logic to system events, such as clicking buttons, updating related records, and

Inter pinch, Salesforce calls for EU investigation into Microsoft's acquisition of LinkedIn deals

In Thursday, Salesforce called on EU regulators to conduct a full investigation into Microsoft's deal to buy LinkedIn for $26 billion, foreign media reported. Microsoft is expected to seek EU antitrust approvals for the deal in the next few weeks. It's the biggest deal in Microsoft's history.650) this.width=650; "alt=" mutual pinch, salesforce calls on the EU to investigate Microsoft's acquisition of the Li

C # calls Salesforce WebService Auto-generated CS file bug

A recent company project to invoke Salesforce's CRM system API, some of the problems encountered in the recordOne: Add a Web Service reference1.11.21.3: Copy Address bar address1.4 Paste the copied address contents into the URL input boxSecond: Compile the project, click Start Run2.1: Direct Error2.1: All blame we too believe Microsoft, vs also have bug, later in a foreigner blog to see similar situation, F12 into the generated SforceService.cs press ctrl+f find all ListviewrecordcolumnListviewr

Salesforce Winter 18 Update

Again to the Salesforce update, after looking at release note, it is sure that lightning has been greatly updated. I believe lightning now has the ability to replace classic.First, the list view is optimized, the style changes, the feeling is more compact, the displayed column can drag the column width by itself. Added the sorting function (this should be the basic ability).The search function under lightning is enhanced, and if the word is misspelled

Salesforce 0 Basic Learning (41) Group

In Salesforce, there are times when we need to put a group of users in a team to implement the following key features:1. Set the default shared access via sharing rule;2. Share the records with other users;3. Specify the synchronized contacts, the onwer of these contacts belong to other user;4. Assign the user in the group to the specified actions, such as the approval process.Group as the system table whose field information is as follows:Where type

How to add Visualforce page to page layout in Salesforce

In Salesforce, we can add our custom Visualforce Page to the layout corresponding to object. At this point, Visualforce page and asp.net mvc partial view have the same beauty. So how do you complete the process? See the following procedure: 1): In the Custom Visualforce page to add the following label "Standardcontroller flag This page can be added to which object corresponds to the layout" "Extensions specifies the corresponding background class

Salesforce custom button (JavaScript execution), click the button update filed

Learning salesforce for one months, the document also read a lot, but most of them did not delve into. Salesforce abroad a lot of documents, the previous Java Baidu can be a lot of solutions, now do Salesforce is to improve the ability of many Google search. Google a lot of things in China are to shield off, general search not what things, suggest Google browser

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