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Showing posts with label salesforce. Show all posts

How add a detail button to your Objects?

Posted by Unknown Tuesday, 12 February 2013 0 comments

How add a detail button to your Objects?

Let's imagine that we have a VF page which receive two address URL parameters (From and T0) and show us the driving direction from the "from" address to the "to" address.

Using the page we want to add a detail button to Sales Force Account object called "Driving Direction" and once the Sales Rep click on this button can actually view the driving directions from his office to the client's (Account's) location.

Neat, ha?

So, this is how we go about and do this:

  1. Go to "Setup" page (link located on the top right corner of the page)
  2. Under the "App Setup" expand the "Customize" item
  3. Find Account object and expand it
  4. Click on "Buttons and Links"
  5. On the "Custom Links and Buttons" section click on "New"
  6. Enter Label, Name, Description and Select "Detail Page Button" as type
  7. Behavior="Display in new Window" and Content source="URL"
  8. Let's imagine that your VF page name is "MapDirections". Then enter the following code into content of the button:



/apex/MapDirections?to={!Account.BillingPostalCode},{!Account.BillingState},{!Account.BillingCountry}&from={!$User.PostalCode},{!$User.State},{!$User.Country}

The above text includes a combination of a URL text and a few tags which later on will be replaced with actual data.

Generally tags follow this format: {!field-name} . You can easily see what field types and field names are available to you using the two dropdown lists provided by Sales Force.

And with this we are done with creating the Detail button however we won't be able to see it on the Account's detail page before we add it into the Account's Layout.

In order to add the button to the Account's layout:
  1. Go to: Customize -> Accounts --> Page Layouts
  2. Edit any or all page layout on which the Custom Button should be visible
  3. Once you click on "Edit" layout button you can view the Account's layout page
  4. On the "Button Section" double click on "Detail Buttons"
  5. A new window opens up, look at the "Custom Buttons" section your button must be listed there.
  6. Add the button to the "Selected Buttons" list and click on.
  7. Save the Layout and now you will be able to see your button as it is depicted below:

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A Visualforce Component that Beautifies actionStatus!

Posted by Unknown 0 comments

I have always liked to be able to have one of those fancy AJAX "loading..." messages for my AJAX postback calls. The background screen grays out, all components (textboxes, buttons, etc) become disabled and a little box says "Working on your request..." or "Running..." with that famous GIF animator of a spinning wheel and hey, I finally did it!

In this article I will show how to design the HTML to place the loading message into the center of the screen and gray out the background and the whole nine yards...

In this example I will first create a Visualforce component so that potentially I could use my beautiful "loading..." message on every page I desire, furthermore by forming it as a Component I can parameterize the look and feel of it and easily deploy it into different pages with different coloring styles.

In order to create a new Component click on the "setup" link on the right top corner of the page and find "Develop" item on the left hand-side and expand it, and click on "Components". Alternatively you can browse:
http://yourinstance.salesforce.ccom/apexcomponent/{YourComponentName}

Below you will be to get the code that goes into the component. The HTML code includes two Div elements, one for the gray background and the other for the actual box that the message is shown in and a javascript peice that adjusts the sizes of the div element based on the client browser's resolution and avialable place.


<apex:component >
<!-- Attribute Definitions -->
<apex:attribute name="BorderColor" type="String" required="true" description=""></apex:attribute>
<apex:attribute name="Width" type="String" required="true" description=""></apex:attribute>
<apex:attribute name="Height" type="String" required="true" description=""></apex:attribute>
<apex:attribute name="BackColor" type="String" required="true" description=""></apex:attribute>
<apex:attribute name="BackColor" type="String" required="true" description=""></apex:attribute>
<apex:attribute name="BorderSize" type="String" required="true" description=""></apex:attribute>
<apex:attribute name="ImageUrl" type="String" required="false" description=""></apex:attribute>
<apex:attribute name="Message" type="String" required="false" description=""></apex:attribute>
<apex:attribute name="messageStyle" type="String" required="false" description="Message inline style"></apex:attribute>
<apex:attribute name="BorderStyle" type="String" required="false" description="Message box border style: solid, outset, inset, etc"></apex:attribute>

<div id="salesforceSource_blurybackground" style="position:absolute; left:1px; top:1px; width:100%; height:100%; text-align:center; vertical-align: middle; background-color: #dcdcdc; opacity:0.6;filter:alpha(opacity=60)">
</div>
<div id="salesFroceSource_StatusBox" style="position:absolute; left:100px; top: 100px;width: {!Width}; height:{!Height}; opacity:1;filter:alpha(opacity=100)">
<table border="{!BorderSize}" cellpadding="0" cellspacing="0" style="border-left-color: {!BorderColor};
border-bottom-color: {!BorderColor}; width: {!Width}; border-top-color: {!BorderColor}; height:{!Height};
border-right-color:{!BorderColor}; border-style:{!BorderStyle}; background-color:{!BackColor};">
<tr>
<td align="left" valign="top">
<table border="0" cellpadding="4" cellspacing="0" style="width: 100%; height: 100%">
<tr>
<td style="border-bottom-color:{!BorderColor}; border-bottom-width:1px; border-bottom-style:solid;vertical-align:middle;">
<img src="{!ImageUrl}"/></td>
<td style="border-bottom-color:{!BorderColor}; border-bottom-width:1px; border-bottom-style:solid;vertical-align:middle;{!messageStyle}">
&nbsp;{!Message}</td>
</tr>
</table>
</td>
</tr>
</table>
</div>
<script type="text/javascript">
var AgreementForm = document.getElementById("salesforceSource_blurybackground");
AgreementForm.style.height = window.screen.availHeight + "px";
AgreementForm.style.width = window.screen.availWidth + "px";

var ContainerElem = document.getElementById("salesFroceSource_StatusBox");
//ContainerElem.style.display = "block";
AlignToCenter(ContainerElem);

function AlignToCenter(Element)
{
var availableHeight = 0;
var availableWidth = 0;
if (Element.ownerDocument)
{
var docElement = Element.ownerDocument.documentElement;
availableHeight = parseInt(docElement.clientHeight);
if (availableHeight == "NaN") availableHeight = 0;

availableWidth = parseInt(docElement.clientWidth);
if (availableWidth == "NaN") availableWidth = 0;
}

if (availableHeight == 0 || availableHeight == "NaN")
availableHeight = window.screen.availHeight - 200;
if (availableWidth == 0 || availableWidth == "NaN")
availableWidth = window.screen.availWidth - 100;

var msgBoxTop = parseInt((availableHeight - parseInt(Element.clientHeight))/2);
var msgBoxleft = parseInt((availableWidth - parseInt(Element.style.width))/2);

if (msgBoxTop == "NaN" || msgBoxTop == 0)
msgBoxTop = 100;

Element.style.left = msgBoxleft + "px";
Element.style.top = msgBoxTop + "px";
}
</script>
</apex:component>

Pay a good attention to the Attribute section of the of the component those lines will empower you to change the look of the component entirely!

Ok, Now let's see how we can use this component. In Force.com in order to call your component you will need to call it a prefix tag called "c" and don't ask why because that's the way it is.


<apex:actionStatus id="status">
<apex:facet name="start">
<c:enhancedActionStatus BackColor="#efefef" borderColor="#336699" borderSize="3" height="50px" width="120px" ImageUrl="{!$Resource.AjaxAnimation}" Message="Loading..." messageStyle="color:darkred;font-size:11pt;font-weight:bold;"/>
</apex:facet>
</apex:actionStatus>

How to Create Custom Related-List on Visualforce Pages

Posted by Unknown 2 comments
In the past few weeks in many cases I came across the requirement to add a custom list to the Object's detail page.

The list should be just like related-lists such as "Open Activities" or "Google Docs, Notes, & Attachments", however it is suppose to view a list of data which is somehow relevant to the object but not necessarily from an object directly related to the current object's page.

Let's consider this example, imagine we need to view a list of opportunities related to a Contact through it's Account relationship (not the ones that are directly linked to the Contact).



This is to say that if Contact A is linked to Account X and Account X has 5 opportunities linked to it, by viewing Contact A's details we would be able to view those opportunities as well.

Ok, now action, in order to do this we will need to create a new Visualforce Page and Controller extension.

So I add this text in front of http://yourOrg.salesforce.com/apex/SampleDetailPage and create the new page instantly (This is only possible when you profile is set to work in developer mode).

I set the page's Controller attribute to "Contact" and call my extension "SampleDetailPageCon".
On the page all I need to do is to show the existing Contact details based on whatever active layout target user has chosen and then add my related-list to the bottom of the page. The page code goes like this:

<apex:page standardController="Contact" extensions="sampleDetailPageCon">
<style>
.fewerMore { display: none;}
</style>
<apex:form >
 <apex:pageMessages />
 <apex:detail relatedList="true"></apex:detail>
<apex:pageblock id="CustomList" title="Related Opportunities"  >
   <apex:pageBlockTable value="{!oppz}" var="o" rendered="{!NOT(ISNULL(oppz))}">
        <apex:column value="{!o.Name}"/>
        <apex:column value="{!o.Account.Name}"/>
        <apex:column value="{!o.Type}"/>
       <apex:column value="{!o.Amount}"></apex:column>
       <apex:column value="{!o.CloseDate}"/>
   </apex:pageBlockTable>
   <apex:outputLabel value="No records to display" rendered="{!(ISNULL(oppz))}" styleClass="noRowsHeader"></apex:outputLabel>
 </apex:pageblock>
</apex:form>
</apex:page>


A few tips, normally at the end of detail page Salesforce publishes a component for viewing a few more or a few less records to adjust the size of the page.

Since our related list will be rendered under this component it might not be a bad idea to get rid of it. If you pay attention to be page's code you will see that a style tag has been added to the page that will just do that.

Apart from this everything else is very straight forward. Now all we need to do is to extend the Contact's standard controller and make it able to generate a list of related Opportunities as well.

Here is the Controller's Code:



public class sampleDetailPageCon {
    private List<Opportunity> oppz;
    private Contact cntact; 
    public sampleDetailPageCon(ApexPages.StandardController controller) {
        this.cntact= (Contact)controller.getRecord();
    }
    public List<Opportunity> getOppz()
    {
        Contact con = [Select id, Account.id FROM Contact where id = :cntact.id];
        if (con.Account == null)
         return null;
        oppz = [Select id, Name, Account.Name, CloseDate, Amount, Type from Opportunity where Account.id = :con.Account.id];
        return oppz;
    }
}


As you can see this also very simple. In the above code, I have just added a method called "getOppz()" in which I first try to see if the Contact is linked to any accounts and if yes then use the Account id to get a list of its Opportunities.



That's it! Now if you need your page to be used by Salesforce as default detail page all you need to do is:
  • Go to: Setup -> Customize -> Contacts -> Buttons and Links
  • Click on "override" next to "View" label
  • Select "Visualforce Page" and then your page from the drop down list

Now there is only one thing left, as you all have noticed every related-list has a hover feature on the top of the page where user can quickly view all the related-lists without scrolling down the whole page.



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How to Query and Use Data From and To Multiselect Picklists

Posted by Unknown 0 comments
Working with Picklists essentially is rewarded since it limits the options of the user and standards what is valid as a value for a field in the system. As good as they are however they bring their own complexity with them.

This is especially true when you are working with multi-select Picklists. Mostly Visualforce’s inputField is used to view multi-select Picklists as Salesforce team is working on it to be more effective and error-free.

In this article we will see how to use the multi-select Picklists.

First off, let’s see how we can load values into our Picklist and view it on our Visualforce page.
Let’s say I have a custom multi-select Picklist field on my User object to define sales regions my users operate on.

The picklist has values such as:
  • North America
  • Latin America
  • Europe
  • Asia
  • Middle East
  • Africa
and so on

In my controller class I add the following property:




public class multiselectPicklist {
 private User salesRegions;

 public multiselectPicklist()
 {
    salesRegions = new User();
 }
 public User getSalesRegions() {
      return salesRegions;
 }
 public void setSalesRegions(User Value) {
      salesRegions = Value;
 }
}


As you can see it is enough to create a new User object and later on use the picklist field to show the values on your page. Unfortunately there is no other way through which you would more control over what values are shown on your multi-select control. May be in future Salesforce will supply a Component for multi-select operations.

Please note that I have created a setter property as well that receives a User object. This setter allows us to later on read the selected values by user.

Now that we have our controller ready we can program our page to view our multi-select picklist.
in this example what I am trying to achieve is that to allow the user choose as many regions as he/she wants and them filter the Users of the system and view only those who are assigned to those regions.




<apex:page controller="multiselectPicklist" tabStyle="User" sideBar="false">
<apex:form >
   <apex:sectionHeader title="Users by Region Report"></apex:sectionHeader>
 
   <apex:pageBlock id="pageBlock" title="Search Filter">
    <apex:pageMessages ></apex:pageMessages>
    <apex:pageBlockSection title="Filters" columns="2" collapsible="true">
       <apex:inputField id="salesRegions" value="{!salesRegions.Sales_Regions__c}" ></apex:inputField>
    </apex:pageBlockSection>
   </apex:pageBlock>
   <apex:pageBlock id="searchResults" title="Results">
     <apex:pageBlockButtons >
        <apex:commandButton value="Run Report" action="{!runReport}" status="status" rerender="searchResults"></apex:commandButton>
     </apex:pageBlockButtons>
     <apex:pageMessages ></apex:pageMessages>
     <apex:pageBlockTable value="{!users}" var="u" rendered="{!NOT(ISNULL(users))}" rules="cols">
        <apex:column value="{!u.UserName}"></apex:column>
        <apex:column value="{!u.IsActive}"/>
     </apex:pageBlockTable>
  </apex:pageBlock>
</apex:form>
</apex:Page>


Something that you should bear in mind is that even though multi-select option suggests that you should be dealing with a list of Strings as a result of user’s interaction with your control on the page all you will receive will just a semicolon separated string. It is your job to separate the values and use then in whatever endeavor you intend to have.



Below on my button action I have demonstrated how you can read the selected values back and use them in your query to get a list of users in those sales regions:





 public PageReference runReport() {

    if (salesRegions.Sales_Regions__c == null || salesRegions.Sales_Regions__c == '') {
      apexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO, 'Please select one or more regions first.'));
      return null;
    }
    // read the values into an array
    string[] regions = salesRegions.Sales_Regions__c.split(';',0);
    if (regions != null && regions.size() > 0)
    {
       //query the database based on the user's selection
       users = [select Username, IsActive, Id from user where Sales_Regions__c in :regions and IsActive = true order by Username];
    }
  
      return null;
  }

 private List<User> users;
 
 public List<User> getUsers()
 {
    return users;
 }
}


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A Step by Step procedure for creating batch Apex and using Async Operations

Posted by Unknown 1 comment
If you have tried before to remove custom object records in bulk from your org, you know the hassle you need to go through to export the records into an excel file and then have the DataLoader delete those records.

Not only that, what if you need to perform further data integrity tasks before removing the records?

Mass updating, inserting and other similar scenarios like this can be more conveniently handled with force.com's Batch Apex. With Batch Apex you can now build complex, long-running processes on the platform. This feature is very useful for time to time data cleansing, archiving or data quality improvement operations.

One thing that you need to consider is that you should trigger the batch job using Apex code only and force.com by default does not provide scheduling feature your batchable Apex classes. In order to do that you need to write Apex class that implements a "Schedulable" interface.

The following example shows how you can utilize the model to mass delete records of any object in force.com platform.

In order to develop your Batch Apex, you need to create a new Apex class which extends "Database.Batchable" interface.

This interface demands for three methods to be implemented:
  • start
  • execute
  • finish
"start" method is called at the beginning of a batch Apex job. Use this method to collect the records (of objects) to be passed to the "execute" method for processing. The Apex engine, automatically breaks the massive numbers of records you selected into smaller batches and repeatedly calls the "execute" method until all records are processed.

The "finish" method is called once all the batches are processed. You can use this method to carry out any post-processing operation such as sending out an email confirmation on the status of the batch operation.

Let's take a closer look at each of these methods:


global Database.QueryLocator start(Database.BatchableContext BC) {
//passing the query string to the Database object.      
return Database.getQueryLocator(query);
}

Use the Database.getQueryLocator in the "start" method to dynamically load data into the Batch Apex class. Using a Querylocator object, the governor limit for the total number of records retrieved from the database is bypassed.

Alternatively you can use the iterable when you need to create a complex scope for your batch job.

Execute method:

global void execute(Database.BatchableContext BC, List<sObject> scope) {

// in this sample, we simply delete all the records in scope    
delete scope;
}

This method provides two parameters Database.BatchableContext and a list of records (referred to as "scope"). BatchableContext is generally used for tracking the progress of the batch job by all Batchable interface methods. We will use this class more in our "finish" method.

Finish method:

global void finish(Database.BatchableContext BC){
// Get the ID of the AsyncApexJob representing this batch job  
// from Database.BatchableContext.  
// Query the AsyncApexJob object to retrieve the current job's information.  

AsyncApexJob a = [Select Id, Status, NumberOfErrors, JobItemsProcessed,
  TotalJobItems, CreatedBy.Email
  from AsyncApexJob where Id =:BC.getJobId()];
// Send an email to the Apex job's submitter notifying of job completion.  

Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
String[] toAddresses = new String[] {a.CreatedBy.Email};
mail.setToAddresses(toAddresses);
mail.setSubject('Apex Sharing Recalculation ' + a.Status);
mail.setPlainTextBody
('The batch Apex job processed ' + a.TotalJobItems +
' batches with '+ a.NumberOfErrors + ' failures.');
Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });
}

By using the BatchableContext we are able to retrieve the jobId of our batch job. AsyncApexJob object in force.com allows you to gain access to the status of the async jobs as shown in the above example.

In this method I have utilized the Apex email library to send a notification to the owner of the batch job (whoever triggered the job in the first place).

Now, let's put it all together:


global class MassDeleteRecords implements  Database.Batchable<sObject> {

global final string query;

global MassDeleteRecords (String q)
{
   query = q;
}

global Database.QueryLocator start(Database.BatchableContext BC){

   return Database.getQueryLocator(query);
}

global void execute(Database.BatchableContext BC, List<sObject> scope){

  delete scope;
}


global void finish(Database.BatchableContext BC){
  // Get the ID of the AsyncApexJob representing this batch job  
  // from Database.BatchableContext.    
  // Query the AsyncApexJob object to retrieve the current job's information.  

 AsyncApexJob a = [Select Id, Status, NumberOfErrors, JobItemsProcessed,
   TotalJobItems, CreatedBy.Email
   from AsyncApexJob where Id =:BC.getJobId()];

  // Send an email to the Apex job's submitter notifying of job completion.  
  Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
  String[] toAddresses = new String[] {a.CreatedBy.Email};
  mail.setToAddresses(toAddresses);
  mail.setSubject('Apex Sharing Recalculation ' + a.Status);
  mail.setPlainTextBody('The batch Apex job processed ' + a.TotalJobItems +
    ' batches with '+ a.NumberOfErrors + ' failures.');

  Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });
}

}

Ok, that's as far as we go for the Batchable Apex class in this article.

Now let's write the code in Apex to run the class and test it:

String query = 'SELECT id, name FROM Account WHERE OwnerId = \'00520000000h57J\'';
MassDeleteRecords batchApex = new MassDeleteRecords(query );
ID batchprocessid = Database.executeBatch(batchApex);

The above code removes all accounts that the user id= 00520000000h57J owns them.

As it is apparent, now you can run the batch job from within your Visualforce pages, triggers (with caution), etc.

For governing limit and best practices documentation you can refer to the Apex Developer Guide.


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Salesforce Interview Questions with Answers

Posted by Unknown Thursday, 17 January 2013 1 comment

1. What is Apex
Ans: It is the in-house technology of salesforce.com which is similar to Java programming with object oriented concepts and to write our own custom logic.
2. What is S-Control ?
Ans: S-Controls are the predominant salesforce.com widgets which are completely based on Javascript. These are hosted by salesforce but executed at client side. S-Controls are superseded by Visualforce now.
3. What is a Visualforce Page ?
Ans: Visualforce is the new markup language from salesforce, by using which, We can render the standard styles of salesforce. We can still use HTML here in Visualforce. Each visualforce tag always begins with “apex” namespace. All the design part can be acomplished by using Visualforce Markup Language and the business logic can be written in custom controllers associated with the Page.
4. Will Visual force still supports the merge fields usage like S-control ?
Ans: Yes. Just like S-Controls, Visualforce Pages support embedded merge fields, like the {!$User.FirstName} used in the example.
5. Where to write Visualforce code ?
Ans: You can write the code basically in 3 ways.
  1. setup->App Setup->Develop->Pages and create new Visulaforce page.
  2. Setup -> My Personal Information -> Personal Information -> Edit check the checkbox development mode. When you run the page like this, https://ap1.salesforce.com/apex/MyTestPage. you will find the Page editor at the bottom of the page. You can write you page as well as the controller class associated with it, there it self.
  3. Using EclipseIDE you can create the Visulaforce page and write the code.
6.What are Apex Governor Limits?
Governor limits are runtime limits enforced by the Apex runtime engine. Because Apex runs in a shared, multitenant environment, the Apex runtime engine strictly enforces a number of limits to ensure that code does not monopolize shared resources. Types of limits that Apex enforces are resources like memory, database resources, number of script statements to avoid infinite loops, and number of records being processed. If code exceeds a limit, the associated governor issues a runtime exception.
10. Do governor limits apply to sandbox instances?
Ans : Governor limits do apply to all Salesforce instances (trial, developer, production or sandbox environments). However code coverage and successful execution of test classes is only enforced when deploying to a production environment.
11. What is difference in ISNULL and ISBLANK?
ISNULL:
  • Determines if an expression is null (blank) and returns TRUE if it is. If it contains a value, this function returns FALSE.
  • Text fields are never null, so using this function with a text field always returns false. For example, the formula field IF(ISNULL(new__c) 1, 0) is always zero regardless of the value in the New field. For text fields, use the ISBLANK function instead.
  • Multi-select picklist fields are never null in s-controls, buttons, and email templates, so using this function with a multi-select picklist field in those contexts always returns false.
  • Empty date and date/time fields always return true when referenced in ISNULL functions.
  • Choose Treat blank fields as blanks for your formula when referencing a number, percent, or currency field in an ISNULL function. Choosing Treat blank fields as zeroes gives blank fields the value of zero so none of them will be null.
  • Merge fields can be handled as blanks, which can affect the results of components like s-controls because they can call this function.
  • When using a validation rule to ensure that a number field contains a specific value, use the ISNULL function to include fields that do not contain any value. For example, to validate that a custom field contains a value of ’1,’ use the following validation rule to display an error if the field is blank or any other number: OR(ISNULL(field__c), field__c<>1)
ISBLANK:
  • Determines if an expression has a value and returns TRUE if it does not. If it contains a value, this function returns FALSE.
  • Use ISBLANK instead of ISNULL in new formulas. ISBLANK has the same functionality as ISNULL, but also supports text fields. Salesforce.com will continue to support ISNULL, so you do not need to change any existing formulas.
  • A field is not empty if it contains a character, blank space, or zero. For example, a field that contains a space inserted with the spacebar is not empty.
  • Use the BLANKVALUE function to return a specified string if the field does not have a value; use the ISBLANK function if you only want to check if the field has a value.
  • If you use this function with a numeric field, the function only returns TRUE if the field has no value and is not configured to treat blank fields as zeroes.
12. Is it possible to write the Apex code from user Interface?
You can add, edit, or delete Apex using the Salesforce.com user interface only in a Developer Edition organization, a Salesforce.com Enterprise Edition trial organization, or sandbox organization. In a Salesforce.com production organization, you can only make changes to Apex by using the Metadata API ,
deploy
call, the Force.com IDE, or theForce.com Migration Tool. The Force.com IDE and Force.com Migration Tool are free resources provided by salesforce.com to support its users and partners, but are not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
13. When you can’t add Time dependent action in Workflow rule?
You can’t add time-dependent actions to a rule if you choose Every time a record is created or edited.

14. What are the types of email templates available in salesforce.com?
  1. Text
  2. HTML with Letter Head
  3. Custom HTML
  4. Visual force
15. What are the different Salesforce.com Editions and Limits?
16. What is Roll up summary field in Salesforce?
Roll up summary field in salesforce calculates the Count, Sum, Min or Max of particular field of any child record. Thus, we can say that Roll up summary field can only be created on Master object. 
17. What will happen if the Account is deleted?
If the Account is deleted then Contact, Opportunity will also be deleted from Salesforce which are related to that Account.
From the database perspective, check below image of child relationships of Account:
Account Child relationship in salesforce
Account Child relationship in salesforce
If we use schema builder, released in Winter 12 it would look like:
Account Contact and Opportunity of salesforce in schema builder
Account Contact and Opportunity of salesforce in schema builder
18. How many types of the relationship fields available in Salesforce?
Ans :
  1. Master Detail
  2. Many to Many
  3. Lookup
  4. Hierarchical (It is available only on User Object, we cannot create this relationship)
19. How to create many to many relationships between object?
Creating many to many relationship in salesforce is little tricky. You cannot create this type of relationship directly. Follow below steps to create this type of relationship.
Create both objects which should be interlinked.
Create one custom object (also called as junction object), which should have autonumber as unique identification and create two master relationships for both objects, no need create tab for this object.
Now on both object, add this field as related list.


Add Chart button is disable on my report screen

Posted by Unknown Saturday, 15 December 2012 1 comment
Scenario:
   You are creating a new/modifying a report and need to add a chart to the chart but you see the "Add Chart" button is disable... How to enable it? See Screenshot

Solution:
  1. Make sure your report is a summary or matrix report. Tabular will not work.
  2. Make sure you have the report grouped. <== where it states "Drop a field here to create a grouping" See Screenshot




  1. It should have a field there.
  2. Once you do that then Add Chart will get enabled...See Screenshot
Regards,

How to limit which values in a picklist appear depending on record type on Salesforce.com

Posted by Unknown 0 comments
Scenario:
  You have set up a record type on Salesforce.com for an Object. Now you need to set different picklist values to appear for different record type selections.
Solution:
Very Simple:
  1. Go to Setup | Customize for Standard Objects or Create for Custom Objects | Click on Record types
  2. Then select the record type that you need to change
  3. You'll see a section Picklists Available for Editing
  4. You can specify which values should appear for the record type
See Screenshot for Account object record type:

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