Salesforce Button: Change status of Lead Status field.

Take an example a company uses Salesforce CRM in their organization. A user has come to you with request that he wants a button on Lead record detail page to change Lead Status field to “Closed – Not Converted”. How can this be done using button?

The system administrator needs to create button.

Navigation: Setup > Customize > Leads > Buttons, Links and Actions

New Button or Link

Enter the details

Label: Change Lead Status to Closed – Not Converted.

Name: Auto populated

Description: Change Lead Status to Closed – Not Converted

Display Type: Detail Page Button

Behavior: Execute JavaScript

Content Source: OnClick JavaScript

Code

{!REQUIRESCRIPT("/soap/ajax/27.0/connection.js")}

var objLead = new sforce.SObject('Lead');

objLead.Id = '{!Lead.Id }';

objLead.Status = 'Closed - Not Converted';

var result = sforce.connection.update([objLead]);

if(result[0].success=='true'){

alert('The Lead was Updated Successfully');

location.reload(true);}

Click Syntax for errors and save.

When you click save following page is displayed notifying us to add the button to the page layout.

Add Change Lead Status to Closed – Not Converted button to the page layout.

Lead detail page. Lead Status: Working – Contacted. Now I want to change the status to Closed – Not Converted. Click the button.

The Lead was updated successfully.

Lead Status changed to Closed – Not Converted.

Profile Comparator for Salesforce

Company uses CRM in their organization and has many profiles. Company has decided to consolidate these profiles. Now the System Administrator has been given the task to consolidate profiles.

The system administrator has to compare all the similar profiles and consolidate them and then give access to all user through permissions sets. An organization can have multiple Apps, Tabs, Record Types, Administrative and General Permissions, Standard and Custom Object Permissions, Apex Class and Visualforce Access. Comparing two profiles is very tedious task. You can’t export object and other permissions in profiles using Data Loader. You can compare the profiles manually or by using Eclipse IDE. But if the System Administrator does not know coding then he has to do the work manually.

But now the system administrator can use Profile Comparator for Salesforce. It’s an application which only works with Google Chrome.  You can also compare profiles between two different instances.  

Click Add to Chrome.

Before using Profile Comparator make sure “Enable Enhanced Profile User Interface” in User Interface is disabled. Profile Comparator does not work when Enhanced Profile User Interface is enabled.

Now let’s compare two profiles.

Open both the profiles in separate tabs in chrome.

In profile comparator we need to select one source profile and other as target profile.

Source Profile: TestSupportProfile

Target Profile: TestSupportProfile0

GO to the tab which is going to be source profile. Then click the Profile Comparator app and then select Source Page.

Similarly select Target page. Below “Select Target Page” button we can see process compete and 36 differences are found. Now let’s review the target page.

We can see Profile Coaching is highlighted in red since it is different on both the profiles. It shows that on target profile Standard Tab Settings is “Tab Hidden”, whereas on Source Profile it is “Default On”

Profile Coaching: Tab Hidden src: Default On

Where “src” stands for source profile.

Similarly for General User Permissions we can see the differences. Hence this apps helps us to compare profile faster. 

Salesforce Validation Rule: Text field is required when checkbox field is checked.

Take an example a company uses Salesforce CRM in their organization. A user has come to you with request that when the “Do Not Call” field on contact object is checked then it’s mandatory for users to enter the reason in Reason field. How can this be done using Conga Composer?

The system administrator needs to create validation rule on Reason field.

Navigation: Setup > Customize > Contacts > Validation Rules

Rule Name: Enter the name

Active: Select to make validation rule active.

Description: Optional

Error Condition Formula: AND(  DoNotCall = TRUE, OR( ISBLANK(  Reason__c  )))

When “Do Not Call” field is “True” then “Reason” field cannot be blank. Check Syntax for errors.

Error Message: Enter the error message when formula condition is true.

Error Location: You can select “Top of Page” or Field and save.

Now on contact detail page “Do No Call” field is checked. When I try to save the record without entering the reason it displays an error that I need to enter text in Reason field before I can save the record.

Now sometimes you want to exclude some profiles from validation rule. For example: I don’t want error to be displayed as a system administrator when saving record. Hence I need to make comes changes to the condition formula in validation rule.

I added an extra line: $Profile.Name <> "System Administrator". Where <> is Not Equal. System administrator should be able to save the record.

System Administrator was able to save the record without entering the Reason when Do No Call field was checked. For other profiles the error will be displayed. 

Simple Install SimpleImport in Salesforce.

SimpleImport is a cloud based application developed by Provenworks. It is used to import excel files by just using web browser. SimpleImport allows any users to quickly and easily import files in Salesforce. SimpleImport is available for all Salesforce Edition. SimpleImport comes with two edition: SimpleImport Free and SimpleImport Premium. One of the best features of SimpleImport, when you import data into Salesforce, SimpleImport has a capability to undo the import from the Salesforce. Using this application you import data for 2 objects at a time.

For Example: CSV contains Accounts and Contacts. You can import accounts and contacts at the same time. Whereas when we use data loader we first import account and then contacts.

SimpleImport can be searched and downloaded from Salesforce AppExchange. Get It Now.

                                                                                                               

Select “Log in to the AppExchange”.

Select “Install in production” if you want to install SimpleImport in production or developer edition.

Verify the information, select the checkbox and click “Confirm and Install”. Then enter the Salesforce credentials where you want to install SimpleImport.

Select “Admins Only” or “All Users” or “Specific Profiles” as desired and Install. Once the installation is finished system administrator will receive confirmation email.

SimpleImport has been installed in Salesforce.

Using AddressTools in Salesforce

Take an example a company uses Salesforce CRM in their organization where users deal with Contacts, Leads and Contracts. A manager has come to you with request that users should be able select state and country from a given list while entering address. How this process can be automated using AddressTools?

Salesforce Administrator has to install AddressTools from AppExchange and configure it. You can find the installation and configuration from the following link: Install and Configure AddressTools in Salesforce 

Once installed and configured let's go to contact detail page. 

Now let’s consider Mailing Country. When you type first few letters of any country accordingly the list of countries will be displayed.  This will help corporation to have clean and consistence data in Salesforce. Business users will use Country/State name from the default given list rather than entering different values.

For Example: I want to enter United States in the Mailing Country field. When I enter “Uni” following countries are displayed. Select United States.

Similarly for Mailing State/Province the list is displaced.

Install and Configure AddressTools in Salesforce

AddressTools is a third party application used for Autocomplete, validate, standardize and correct your Country & State fields. It can downloaded for all Salesforce editions. Many business users enter inconsistent data while entering State and Country. Someone may use "US" or "USA" or "United States of America" which can become nightmare. Hence AddressTool is used to have consistent and clean data in Salesforce. 

AddressTool can be searched and downloaded from Salesforce AppExchange. AddressTool comes in two edition: free and premium edition. Currently we are downloading AddressTool free edition. Click “Get It Now”.

Select “Log in to the AppExchange”. 

To install in Production or Developer edition select “Install in production”.

Verify the information, select the checkbox and “Confirm and Install”. Enter the salesforce credentials.

Select Admin Only and Install or as desired.

Select the checkbox and approve third party access and continue. Installation begins and admins will receive an email once the installation is complete.

Now select AddressTools from Force.com app menu and then go to AddressTools Free Administration object. Select the language and click “Install Defaults”.

Now Setup > Customize > Home > Home Page Layouts > Edit (Layout)

Enable AddressComplete and CountryComplete and Next

Save. AddressTools has been configured.

Backup Salesforce Data using CloudAlly

CloudAlly is third party application which is used for data backup and recovery capabilities. Generally Salesforce, Microsoft and Google have data backup and recovery capabilities infrastructure. But sometimes there can be a disaster and you may lose the data which is very precious for any organization. You can lose data when someone hacks in to your system or someone accidently deletes records from the system or data may be corrupt. Hence CloudAlly helps you recovery your data.

Like in Salesforce you may have massive amount of data. If you delete any record it goes into the recycle bin which will be permanently deleted after 15 days. Sometimes Salesforce recycle bin hits the limit and hence data I deleted older data which is already in recycle bin is automatically deleted. What if custom object is deleted in Salesforce, you may lose all the important data. There many ways data gets deleted from the system. Hence you can use CloudAlly to create a backup copy of your salesforce on daily basis.

CloudAlly can be searched in AppExchange and click “Get It Now”

 To Install from CloudAlly website and select the checkbox and click “Install from provider’s site”.

Sign up if you don’t have account in CloudAlly. Enter the required information and select checkbox and Sign Up.

Click Allow.

CloudAlly page. You can backup for DynamoDB, Exchange Online Mail, Google Account, Google Apps, Office 365, Salesforce, SharePoint Online, Simple DB and Yahoo Mail.

There is Salesforce section in CloudAlly. There are two options New Production backup and Sandbox Backup. Click Production Backup to do the back up for Salesforce Production or Developer environment. If you want to backup sandbox salesforce instance click Sandbox Backup.

Email me a daily backup summary: If you want daily backup summary email select the checkbox. Currently the process is in Executing state. Once the process is Active means the backup is complete.

Now you have two options restore and delete. Click delete to remove the backup from CloudAlly.

Click Download to download the CSV file. Which can be used to import the lost data in the Salesforce.

Integrate and Use (Export, Import and Delete) Dataloader.io with Salesforce

Dataloader.io is a web based tool for Salesforce. It is 100% cloud application used to import, export and delete data from Salesforce. It is very simple, free and no app download is required for Salesforce. It can be used with all the Salesforce editions. In dataloader.io you can schedule the import and export task on hourly, daily, weekly or monthly basis. As compared to Salesforce Data Loader you don't require security token to login in Dataloader.io. 

Dataloader.io can be searched and downloaded through AppExchange and click “Get It Now”.

Select the check box and click “Install from provider’s site”. It will take you to provider’s website for installation.

Select the Environment: Production or Sandbox

Select “I have a custom Salesforce domain” is you have any.

Select checkbox “I agree to the term and services” and Login.

Click Allow

Dataloadr.io account successfully created using Salesforce.

Exporting Data From Salesforce 

New Task > Export.

1.       Connection and Object Section

Connection: Select the connection from the drop down menu. The login credentials will be the default connection. If you want to add another connection click the “+”.

Object: Select the object for data export. For Example: Select Account object for data export and Next

2.       Fields Section

Select the fields to be included in the export file. For example we have selected Account ID and Account Name.

Filter: Set the criteria as required and only that data will be exported which matches the criteria.

Order: How to order the data.

SOQL Query: You can also write custom queries to export the data.

Next

3.       Run Section

Review the details in the summary section.

Schedule Task: To schedule the export task on None, Hourly, Daily, Weekly or Monthly basis.

Use Bulk API: Choose between Batch API or Bulk API.

Send me the results via e-mail: Select the checkbox to send the results via email.

You can further use advanced settings.

Save and Run

Export complete. Click successes and save CSV file on desktop.

Exported Accounts Data.

Deleting Data in Salesforce

Task > Delete

1.       Connection and Object Section

Select the object for which you want to delete the data in Salesforce.

2.       File

Upload CSV file from My Computer, FTP, Secure FTP, Dropbox, Box or Database and Next. 

 3.       Select ID Field

Select the column from the CSV file that contains IDs of the objects to be deleted. For this task the ID columns matters the most.

4.       Run Section

Review the summary section.

API Mode: Select Use Bulk API or Use Batch API with 200 records per request.

Save and Run

Specific accounts records in the CSV file will be deleted from the Salesforce.

Importing Data into Salesforce

Task > Import

1.       Connection and Object

Connection: Select the connection from the drop down menu. The login credentials will be the default connection. If you want to add another connection click the “+”.

Operation: Select Insert, Upsert or Update.

Object: Select the object you want to insert, upsert and update the data into the Salesforce.

2.       File

Upload CSV file from My Computer, FTP, Secure FTP, Dropbox, Box or Database and Next.

3.       Mapping

Map your CSV columns to your Salesforce fields.

4.       Run Section

Review the summary section.

API Mode: Select Use Bulk API or Use Batch API with 200 records per request.

Save and Run

Specific accounts records in the CSV file will be deleted from the Salesforce.

Click Run to confirm to alter Salesforce Data.

Account Update successful.