Desk.Com Training Module
Jun22

Desk.Com Training Module

What is Desk.com? Desk.com is a Customer support application. It connects customer to agents of a company with e-mail, phone calls, and social channels like Facebook and Twitter.Desk.com provides cloud based customer support for small to medium sized companies. Benefits of cloud based service is that you can access it anywhere if you have an internet connection and smart multimedia device like Smartphones, Tablets etc.Desk.com manages customer queries and their feedback in a very efficient way. Customer can call, send emails or can post on Facebook or Twitter for asking their queries.Lets begin with the features and setting up the Desk.com for particular purposes. Desk.com is divided into two parts: Agent Desktop. Admin Panel. Agent Desktop: Lets begin with Agent Desktop There are two types of Agent Desktop namely: Classic Agent. Next Gen Agent. Classic Agent: Gives you robust view to handle all your customers in one place across email and social channels. Next Gen Agent: Next Gen Agent is an little advanced interface for Agents, it gives you lightning experience interface. Admin Panel: This panel is for Admins who can setup & Configure for your company’s specific needs. There are different tabs on Admin panel for setting & configuration: Dashboard Team Channels Cases Content Apps Dashboard: You can use “Dashboard” tab to view reports, widgets & filtering option is also available for viewing different cases, agents, groups, macros applied etc. Team: You can use “Team” tab to add new users and groups. For Creating a New User > Click on > Add user and Fill the details and also you can assign that user to a particular group and can give that user a particular level of access: For Creating a New Group > Click on Groups > Add Group > Fill the details and also you can add the already existing user to that particular group. Channels: You can set up your Mailboxes(Inbound and Outbound) by clicking on Email > Inbound Mail > Add Mailbox  and for Outbound > Click on Outbound Mailboxes and fill the details.. For Inbound Mailbox: For Outbound Mailboxes: You can also Enable Phone Calls: Click on Phone and Enable “Phone Calls Enabled” Add your Twitter Account: Click on Twitter and Add Twitter account Fill your Twitter’s Username and Password: Add your Facebook’s Account: Click on Facebook You can set web themes for your support center by Clicking on Channels tab > Support center > Web Themes > Add Theme.You can add header image, Header background color, text color and context color etc. Adding Header Image and Favicon(Favorite icon): Styling your Web: After applying style our Support center looks like this: You can...

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Salesforce Code Move Strategy
Jun16

Salesforce Code Move Strategy

Salesforce code move from sandbox to production. Code Move Strategy: Step 1: Check the existing production code coverage by “Run All Test”. Step 2: Lookout for test class failures if any. Step 3: List out the Batch jobs running in production. Step 4: Compare the code between production and Sandbox before working on it. If any differences found report it to your end Client/Manager. Step 5: Make sure if you are deploying an apex code its code coverage should be above 85%. Step 6: Use Changeset for small size deployment with less components. Keep the changeset names in a well defined order. Step 7: Use Eclipse or Ant Migration tool for deployment with many components.If you have the privilege of Full copy sandbox use it for trial deployment and go live. Full copy Sandbox gives you an advantage of less risk more effort based deployment process. Step 8: Deactivate the necessary batch jobs and Validation Rules before deployment. Step 9: Make sure the deployment is in the right time slot when end users are not working or keep the team informed for any surprises that may come while deployment or after that. Step 10: Validate and Deploy. Reactivate the Jobs, VRs etc. Step 11: If possible test the deployment in production or ask the respective feature manager to test it in production and report...

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Salesforce Data Model and Management Platform Developer Part 2
Jun16

Salesforce Data Model and Management Platform Developer Part 2

Course Name: SFDC Platform Developer I Lesson No. 2 Data Modeling and Management Ajay Dubedi Salesforce Expert Video Contains- Salesforce CRM Standard Data Model, Entity Relationships and how to create them. https://www.ajaydubedi.com/featured/da… https://www.ajaydubedi.com/featured/da… https://www.ajaydubedi.com/featured/da… Skype: ajay.dubedi Email: ajaydubedi@gmail.com Phone: +1 (415)...

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Eclipse IDE
Jun15

Eclipse IDE

I am writing this blog out of my experience to share the key details of the different IDEs I have used while programming in Force.com environment. This might help an experienced or newbie developer in choosing the right IDE to code.My favorite and most probably every programmers most loved IDE. Eclipse is famous as a Java Integrated Development Environment (IDE). Salesforce You can easily combine language support and other features into any of our default packages, and the Eclipse marketplace allows for virtually unlimited customization and extension. Eclipse give a feel of traditional desktop based programming from developer end and in backend it saves all in Salesforce Cloud. Eclipse for Salesforce: To code apex in eclipse you have to first install force.com IDE in your eclipse in order to sync your local server with salesforce server. What force.com IDE can do : Customizable Folders Structure: No more limitations for files or folders structures. Now developers can organize them in whatever way they want. Apex Code Completion: Save time, improve the coding velocity, and avoid making mistakes with Code Completion functionality for Apex. Anonymous Apex Execution: Test new solutions, debug your code or work with your organization using the Anonymous Apex with all of the code editing features you’ve got used to. Quick Search of a Current Selection: Once you select any text in your code all its occurrences within the document will be highlighted and marked on the scrollbar automatically. Debug Logs: When debugging code you usually execute Anonymous Apex, perform some actions in the UI or start scheduled jobs which then produce lots of logs for you to go through. In most cases your actions would provide you whatever information you need pretty easily but sometimes you need only some specific logs – with very long duration, very small or very big logs, failed or succeeded logs and so on.                         Find and replace Find, preview, and replace text as you type in a file or across all your projects. Latest Features: Execute Apex Test Suites Enjoy Optimized Test Execution See Apex Test Results More Quickly Enabled code­ coverage highlighting in Apex classes Provided whitelist filtering for user and request­type debugging in the Apex Debugger Share Apex Debugger licenses among your sandbox orgs Enabled Eclipse’s Java development tools (JDT) icons for Apex variables in the Apex Debugger How To Install : These instructions show you how to install the Force.com IDE into your existing Eclipse distribution or upgrade from a previous version. Prerequisites: To install Force.com IDE you must have these requirements filled: 1. Java SE Development Kit (JDK) must be installed in the system in order to install Eclipse.(Download JDK) 2....

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Welkin Suite
Jun13

Welkin Suite

 Welkin Suite The Welkin Suite is a new generation Force.com platform IDE which allows working with Apex, Visualforce, HTML, CSS, JavaScript, any images as well as executing unit tests, SOQL queries, anonymous apex and provides many other handy features from a single development tool. Now what  Welkin Suite can do : Customizable Folders Structure No more limitations for files or folders structures. Now developers can organize them in whatever way they want.   [NEW] Lightning Components You can develop great Lightning applications and components directly in the IDE in the same way as developing with Apex or Visualforce. Develop your own components and applications based on the Lightning Components framework directly in The Welkin Suite using all of the great features that it offers for improved comfort and development productivity.         Git Support: Improve your teamwork experience – work with Git repository right from The Welkin Suite without switching to other applications. Apex Code Completion: Save time, improve the coding velocity, and avoid making mistakes with Code Completion functionality for Apex. Anonymous Apex Execution: Test new solutions, debug your code or work with your organization using the Anonymous Apex with all of the code editing features you’ve got used to. Debug Logs: When debugging code you usually execute Anonymous Apex, perform some actions in the UI or start scheduled jobs which then produce lots of logs for you to go through. In most cases your actions would provide you whatever information you need pretty easily but sometimes you need only some specific logs – with very long duration, very small or very big logs, failed or succeeded logs and so on. Quick Search of a Current Selection: Once you select any text in your code all its occurrences within the document will be highlighted and marked on the scrollbar automatically. Latest Features : Added the option to start the Apex Retrospective Debugger from the Anonymous Apex files. Implemented an ability to navigate backward during the Debugging process. Implemented the tracking of exceptions in custom code during the Debugging process. Implemented the Tree view of a log in the split editor. Implemented an ability to configure the org­wide Debug Log levels. Added properties to the list of Locals during the Debugging process. Added address values for the Locals of the custom types during the Debugging process. Added the Debug related panels into the Debug menu. Added the hotkeys to the Debug navigation in the Main Menu. Improved the performance of the parser during the work with the Debug logs. The file opened in the Debug Mode become locked for the other processes. Implemented the saving of the last state of the ‘Show Only User Debug Messages’ option. Fixed the issue...

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