Salesforce CLI is the command-line tool for working with the Salesforce Platform. With Salesforce CLI, you can easily create environments for development and testing. Salesforce CLI also has commands to synchronize source code between your orgs and version control systems and to execute unit tests.
Confirm the CLI is properly installed and on the latest version by running the following command from the command line. sf update
Install Visual Studio Code and the Salesforce Extension Pack
Visual Studio Code is the Salesforce supported code editor for developers. The Salesforce extension pack contains features that leverage the Salesforce CLI to streamline development.
Download and install the latest version of Visual Studio Code for your operating system. If you already have Visual Studio Code installed, there's no need to reinstall it.
Launch Visual Studio Code.
On the left toolbar, click Extensions.
Search for Salesforce Extension Pack (Expanded) in the search field, click Salesforce Extension Pack (Expanded) and click Install.
Salesforce approval process is an automated process and your organization can use to approve records in Salesforce, An approval process is combination of steps for a record to be approved and person has to approve it each step.A step can apply to all the records to that object or just record that meets the certain criteria. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
Standard system generated field while creating object 1. Created By 2. Last Modified By 3.Owner 4.Name Different Between custom field and Standard Field
2.
Following operation we can perform using Data Loader
Insert
insert
some record excel into salesforce org
Update
update
the existing record(Required Record ID)
Upsert
both insert and
update (Insert no need id but update required ID)
Export
Export record
into salesforce
ExportALL
Export record into
salesforce with recycle bin record as wel
Delete
delete into salesforce (Required
ID)
3.It will show success and error file
4.We can insert upto 50 lacks
record into salesforce using Data loader 5.The major advantage of this function is that it can insert up to 50,000 records at a time
6.We can loads data from comma-separted values(CSV)files When exporting data it outputs CSV files 7.You can also apply filters criteria on the export operation to take any specific data from salesforce.
How to enable the security token 8.Goto Settings –> My Personal Information –> Reset MySecurity Token.
Click ResetSecurity Token.
The newsecurity tokenis sent to the email addressinyourSalesforcepersonal settings.
Monday, August 8, 2016
How to create Record Type in Salesforce?
Record Type Definition
To Differentiate the page layout with different different field
Step 1: Login to Salesforce
Step 2: Before create a record type we must create business process for Standard object
so that we can able to create record Type
case->support process
Lead->lead process
Opportunity->sales process etc.......
Step 3: Custom object no Need to create any business process
Step 4: From Setup, click Object Manager and select Employee. and Select Record type
Step 5: Create two Record Type
1. Employee
2. Non Employee
Step 4: Create Two Page layout
1.Employee PG
2.Non Employee PG
Step 5: Assign the Each Record type into Each Page layout