Salesforce Code Move Strategy
Jul16

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
Jul16

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. http://www.ajaydubedi.com/featured/da… http://www.ajaydubedi.com/featured/da… http://www.ajaydubedi.com/featured/da… Skype: ajay.dubedi Email: ajaydubedi@gmail.com Phone: +1 (415)...

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Ajay Dubedi Salesforce Expert
Feb24

Ajay Dubedi Salesforce Expert

5X Salesforce Certified. And 2X Java Certified Developed several AppExchange applications DragNDrop, MultiUtility, DeskSync etc. Worked on almost all Salesforce features and products. Desk.com, Work.com, Data.com, Communities, Sites etc. Worked upon 100+ Salesforce Successful implementation in different roles of BA, QA, System Architect, Developer etc. There are various other documentation and process which are still being analyzed, developed and written down by me. Infact implementation of a process takes time and a process should be revised on a regular basis. Implemented 200+ small and big Salesforce projects(Customization, Integration, Application development ) I stopped tracking the number of projects after I got 1000+ Salesforce login credentials Visited Onsite(USA) several times and got several acknowledgements and appraisals. Noida Salesforce group leader(Not officially). Love writing technical blogs website...

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How to Install Drag n Drop On Salesforce CRM
Feb16

How to Install Drag n Drop On Salesforce CRM

Salesforce files upload to attachment is made more easy by dragging and dropping files over the record page itself. Very simple and easy to configure with custom or standard objects. Contact us at +1 (415) 830-3899 SKYPE: cloud.analogy

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How to Install Multi Utility App From Salesforce AppExchange
Jan24

How to Install Multi Utility App From Salesforce AppExchange

Multi Utility App is a collection of several small and useful tools which help a Manager, sales rep or any Salesforce user in their every workday. All the applications are beautifully placed on the side bar where it is most visible and easily accessible. See how easy it is to install MU app with this video. Salesforce files upload to attachment is made more easy by dragging and dropping files over the record page itself. Very simple and easy to configure with custom or standard objects. Contact us at +1 (415) 830-3899 SKYPE:...

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How to Install Desk Sync On Salesforce CRM
Jan01

How to Install Desk Sync On Salesforce CRM

Migrate your Salesforce Accounts from Salesforce to Desk.com without any hurdles. Desk Sync Salesforce is a very effective tool in migrating small set of records.

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Salesforce Certification Preparations Notes
May16

Salesforce Certification Preparations Notes

These are the list of Notes for various Topics I have used for preparations in various salesforce certification preparations. Most of the information is copied from various developer forums and salesforce certification preparations sites. Notes will be divided in the following sections. Content Sharing Security Territory Management Auditing & Monitoring Knowledge management Entitlements management Data Strategy Process Automation Analytical snapshots Collaborative forecast Report...

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Salesforce Advance Administrator Notes (Dashboards)
May13

Salesforce Advance Administrator Notes (Dashboards)

Dashboards Dashboard formats and what type of data is best displayed in each format: Horizontal bar/vertical column charts are great for showing geographical data, stage or status information, or any data that’s part of a single grouping. Pie and donut charts are useful for displaying data that shows proportions of a total, such as the number of leads by lead source. Funnel, is best used for showing ordered pick lists such as opportunity stage, case status, or lead stage.   In Enterprise Edition, Unlimited Edition, and Performance Edition, you can schedule dashboards to refresh daily, weekly, or monthly. You can also set up Salesforce to send an email with an HTML version of the dashboard when the refresh completes. For email applications that don’t support HTML, the email includes text and a link to the dashboard. Each dashboard has a running user, whose security settings determine which data to display in a dashboard.If the running user becomes inactive, the report is not run. The system administrator receives an email notification to either activate the user, delete the report schedule, or change the running user to an active one in the scheduled report. Portal users receive report and dashboard refresh email notifications when the Allow Reports and Dashboards to Be Sent to Portal Users option is enabled. Schedule the refresh. Set the Frequency Click the Daily, Weekly, or Monthly fields to show more options. Enterprise, Unlimited, and Performance Editions can have up to 200 scheduled dashboard refreshes. Unlimited and Performance Edition users can schedule up to two dashboard refreshes an hour per day. Enterprise Edition users can schedule up to one dashboard refresh an hour per day. Specify dates in the Start and End Dashboards refresh in the time zone of the user who scheduled the refresh. Under Preferred Start Time, click Find available options…to choose a time.The dashboard refresh runs within 30 minutes of your preferred start time. For example, if you select 2:00 PM, the refresh may happen any time between 2:00 PM and 2:29 PM, depending on availability. Refresh Limits If you schedule a dashboard to refresh on a specific day of every month, it only refreshes on months that have that specific day. For example, if you schedule a refresh for the 31st of every month, the dashboard won’t refresh on 30-day months. To refresh on the last day of every month, choose “Last” from the On day of every month drop-down list. Dashboards won’t refresh as scheduled if the running user doesn’t have access to the dashboard folder. If a dashboard has filters, only the unfiltered version is refreshed. You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually. DYNAMIC Dashboards To set up a dynamic dashboard, create a folder to hold...

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Salesforce Advance Administrator Notes (Report)
May13

Salesforce Advance Administrator Notes (Report)

Reports Report types and how they’re used: Tabular reports are the simplest and fastest way to return your data in a simple list view format. Keep in mind that tabular reports can’t be used to create dashboard components. Summary reports return your data with subtotals and other summary-level information. Summary reports are great for showing average dollar values for closed won opportunities by salesperson or number of cases by status by support representative. Matrix reports show data summaries against both horizontal and vertical criteria; for example, total sales per sales rep per year by quarter. Joined report format lets you view different types of information in a single report. A joined report can contain data from multiple standard or custom report types. Custom Report Types A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type. You can create custom report types from which users can report on your organization’s reports and dashboards. When defining a custom report type, select Reports or Dashboards from the Primary Object drop-down list on the New Custom Report Type page. Choose the primary object your new report type will support, then give it a name and a useful description. Mark it as “in development” until you’re ready to make it available for users to create reports.   1.     Report Type2.     Report Name   You can choose from all objects—even those you don’t have permission to view. This lets you build report types for a variety of users. Once you save a report type, you can’t change the primary object. If the primary object on a report type is a custom object, and the custom object is deleted, then the report type and any reports created from it are automatically deleted. If you remove an object from a report type, all references to that object and its associated objects are automatically removed from reports and dashboards based on that type. A custom report type’s Deployment Status changes from Deployed to In Development if its primary object is a custom object whose Deployment Status similarly changes. A developer can edit a custom report type in a managed package after it is released, and add new fields. Subscribers automatically receive these changes when they install a new version of the managed package. However, developers can’t remove objects or fields from the report type once the package is released. When you delete a custom report type, any reports based on it are also deleted. Any dashboard components created from a report based on a deleted custom report type display an error...

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Salesforce Advance Administrator Notes (Collaborative forecast)
May13

Salesforce Advance Administrator Notes (Collaborative forecast)

Forecasting Enabling Forecast Steps Enable Allow Forecast on User Record. <> Set up your Forecasts Hierarchy. <> Enable Quotas <> Enable forecasts adjustments <> Define your forecast range. <> Customize your forecast categories. <> Select the fields that appear in the opportunity pane for each forecast type. <> Set a forecast currency Make Forecast Tab Visible on the respective Profile. Enable Collaborative forecast for the Organization. Setup>> Customize >>Forecasts >>Settings COLLABORATIVE Forecast or Simply FORECAST Collaborative Forecast allows users to track Quota attainment. Forecast categories allow you to group Opportunities together based upon Opportunity Stage. Administrator can enable up to 4 different types of forecasts for your organization simultaneously. Opportunities, Opportunity splits, or Product families Forecast manager can view the forecasts of all the users below them in the Forecast Hierarchy. Forecast managers with “Override forecast” Permission can adjust the forecast of direct subordinates. For best viewing results, keep the Tab Bar Organizerenabled when using Collaborative Forecasts. Access related forecast details, including who made adjustments and original forecast amounts, and adjust these details. If your organization has more than one type of forecast enabled, each forecast type maintains its own separate adjustments. Move up and down through the forecasts hierarchy easily if you’re a forecast manager. View revenue– or quantity-based forecasts. View forecasts in multiple currencies. Use Collaborative Forecasts reports. Include the opportunities of your partner portal users in your forecasts. For Collaborative Forecasts, historical trending comes with a new custom report type designed to highlight forecast changes between five snapshot dates, Quota Data: must be uploaded through the API using version 28.0 or later. Data Loader Tool Quota Data: Revenue and Quantity Quota Data must be loaded separately. Product family as well. Quota Data must be formatted (UserId, Quarter, Currency, Amount, Units) before its loaded. https://help.salesforce.com/apex/HTViewHelpDoc?id=forecasts3_definitions.htm&language=en_US CUSTOMIZABLE Forecast Customizable forecasting is a flexible solution for estimating how much revenue your organization can generate or how many items your organization can sell. With it, you can forecast on a monthly or quarterly basis, use different dates when applying amounts to forecasts, forecast based on revenue or quantity or both, and define additional quotas based on product families. Use customizable forecasts to review your forecast and drill down through your forecast amounts to see the opportunities included in your forecast. Override forecast amounts directly from the opportunity, or override the forecast from the Forecasts tab without notifying users below you in the forecast role hierarchy. To submit a forecast, making a snapshot of the forecast data available in the forecast history and forecast reports Click Forecast History to display the forecast data you submitted in the past. Review your forecast and the forecasts of any direct reports or forecasts...

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