Our Salesforce org has a custom object, project, to track all the ongoing project activities. We had to link the Client(Account ) to the Project to track specific clients’ projects. On the client’s detail page, we could see the projects. A lookup relationship was needed with the Project object, so the project management team wanted to display the related … Read more >>>
I worked as a Salesforce admin for an organization that uses Salesforce CRM, and our sales team created opportunity records for converted leads. While creating opportunity records, they had to restrict the close date field so that it would not be less than today’s date. Whenever the sales rep enters the close date today or … Read more >>>
While working as a Salesforce admin, the sales manager asked me to send lead reports to all sales representatives. Since sending reports to each rep would be very time-consuming, I created a group of sales representatives to whom I wanted to send lead reports and then sent the report to the group so that it … Read more >>>
Our Salesforce organization recently implemented a customization for handling customer data. The customer service team needs a standardized format for customer names and emails in their records. The customer service representatives often enter names and emails in mixed cases, leading to inconsistencies. The team wants to enforce a standardized format to avoid duplicates and errors … Read more >>>
Recently, I worked as a Salesforce developer for an organization that manages multiple office locations across different countries. The company uses a custom Salesforce object called OfficeLocation__c to store details about each office location, such as its address, city, state, and country. The Country__c field on the OfficeLocation__c object is a picklist that stores the … Read more >>>
The organization where I work as a Salesforce developer decided to upgrade a system according to Salesforce’s new update. During the upgrade, they wanted to deactivate users with specific profiles to ensure data security. I was assigned the task of deactivating all users with a particular profile. Here, I will explain how to activate or … Read more >>>
While working as a Salesforce developer, I recently fixed an issue related to the input product pricing field data type. In the Salesforce application, there was a lightning component where the user could enter the product price, and by default, the input field was a string. To perform calculations with the entered value, such as … Read more >>>
Recently, I fixed a bug in a custom Salesforce Application where users had the option to turn off/on notifications. The preferences are stored as strings in a custom field on a User_Preference__c object. The possible values for this field are “true” or “false.” I had to convert these string values to Boolean values for the … Read more >>>
As a Salesforce Developer, I was required to display the details of the currently logged-in user, such as their name, email, and profile, in Salesforce. This feature might be used in a dashboard where users can see their account information. To achieve this requirement, I developed an Apex class that retrieves current user details. Here, … Read more >>>
While working on a Salesforce development project, I was debugging an Apex class that was supposed to update an account record based on its ID, but I kept encountering an “Invalid ID” error. Then, I tested and validated a string conversion to an ID type in the developer console to ensure the conversion logic worked … Read more >>>
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