Jitendra Zaa's Blog

Video – Large Data Volume – How Lightning Platform Query Optimizer Works

posted by Jitendra on March 5, 2019March 5, 2019 under category Salesforce and tagged as Large Data Volumes, LDV, Video Tutorial with Leave a comment

Best Practices of handling Large Data Volume (LDV) in Salesforce

Last year I presented how Query Optimizer works in Kitchner developer group. Found myself coming back to slide multiple times, so thought its good idea to post all information in this post.

Getting Started with Lightning Web Component

posted by Jitendra on March 3, 2019March 3, 2019 under category Lightning, Salesforce and tagged as Lightning Web Component, LWC, Platform Cache with Leave a comment

Before starting with Lightning Web Component, I would suggest to read this introduction post first.

If you enjoy watching video then you might enjoy below video where I conducted Live coding explaining basics of Lightning Web Component.

In this post, we are going to Show loading image on initial load of LWC. In background we would be calling Apex class to take decision if loading image should be hided or redirect user to some other page.

Cannot change both ‘UnitPrice’ and ‘TotalPrice’ in update call

posted by Jitendra on February 24, 2019February 24, 2019 under category Salesforce with 1 Comment

Trigger to change UnitPrice in Salesforce

Recently, I was in need to update Sales Price (Unit Price) for OpportunityLineItem using Trigger. I wrote a small trigger on before insert and before update of OpportunityLineItem to update Sales Price.

It worked fine on insert however on update, even if user clicked on update button without changing any value, we were getting error Cannot change both ‘UnitPrice’ and ‘TotalPrice’ in update call.

Its Standard Salesforce behavior and seems in background platform tries to perform some calculation for Total Price which is Quantity * Sales Price. I was not able to get it working on before update. However, below two approach worked :

Use Process builder to compute Unit Price as per formula. Process builder field update works after trigger so it went through.
In after update trigger, create list of Opportunity Product to be updates and make explicit update call for all records which qualified for update.

Enterprise Territory Management – Key Notes

posted by Jitendra on February 11, 2019February 24, 2019 under category Salesforce and tagged as Apex Sharing, Forecast, Territory Management with Leave a comment

How to use Apex based sharing to share opportunity using Territories

Enterprise Territory management is used to share Account and its related opportunity and Cases.
Account can have multiple Territories.
User can have multiple Territories
Opportunity can have only 1 Territory. Think about it – If Opportunity allowed to have multiple Territory, how revenue would be split between multiple Territory and what would be business rules ?
Territory enables “My Territories” and “My Team’s Territory” filter in Account and Opportunity list View.
While creating Territory, we can decide access to Account, Opportunity and Case. Depending on OWD, access can be private, read only and read write.
Enterprise Territory Management does not support overlay forecast unlike Roles. However we can create report on Opportunity split object.
Overlay forecast (Revenue sharing) is not supported because Opportunity can have only one territory and therefore only 1 revenue maker.
Maximum Territory that can be defined is around 99k unlike maximum role 10k.
Custom Field (but not lookup) can be created in Territory2 object.
Territory related list appears on user and Account records.
You cannot create lookup to Territory objects.
Territory to Opportunity can be assigned using Apex class plugin

Enable Territory based Forecast

Mark user as “Allowed Forecast”
Add user as Territory Team member
Add user as Forecast Manager in Territory

Apex Based Sharing of Opportunity using Territory

For Apex based sharing, we use user of public group Id to share record. If we want to share Opportunity using Territory then there is quick code for that. If we click on manual share button on Opportunity, it will show an option to choose between user, public group, territory and territory with subordinates.

There is no clear documentation, but what I found that when we share using Territory, Salesforce internally creates public group for that territory and assigns that public group to Opportunity.

So, first step is to find public group created for territory. Below code showcase how it can be done.

References :

OpportunityShare object reference
Understanding Sharing
Sharing records using Apex

Introduction to HTML Web Components

posted by Jitendra on February 3, 2019February 3, 2019 under category Salesforce and tagged as HTML 5, Lightning Web Component, Web Components with 1 Comment

Pillars of HTML Vanilla Web Components

Modern browsers have become so advanced and powerful that there is almost no or minimal need of Javascript libraries these days. There was time when web developers rely heavily on frameworks like JQuery, Angular or React. Same for Salesforce, when it launched Aura framework in 2014.

In last 5 years, web browsers have evolved so much that we need to revisit and check ourselves that do we really need libraries or frameworks for every small functionalities ? Considering rich feature set browsers, Salesforce already revisited aura framework and decided that it’s time to make it more lightweight and use native browser capabilities as much as possible. Welcome Lightning Web Components !!! Before we jump into ocean of Lightning Web Components, it’s important to understand what is supported by browsers natively ? Out of many features supported by modern browsers, one of most important one is Web Component.

Below are 4 pillars of Web Components

Templates
Custom Element
Shadow DOM
Imports

Docker Cheat sheet

posted by Jitendra on January 25, 2019March 21, 2019 under category Salesforce and tagged as container, docker, MySQL, pgadmin, phpmyadmin with Leave a comment

Frequently used docker commands and cheatsheet

Refer this url to get official cheat sheet for docker commands. Below are some of frequently used commands by me

Find all docker images installed on system

docker images

Find container id of currently running dockers

docker ps

Stop or kill running container

docker kill <container id from above command>

Defining pipe delimited separator in Mulesoft 3 & 4

posted by Jitendra on January 24, 2019January 24, 2019 under category Mulesoft and tagged as Integration, Mulesoft 3, Mulesoft 4 with Leave a comment

How to use Pipe delimiter as separator in Mulesoft 3 and 4

Mulesoft 3

As discussed in previous post, to use pipe operator as separator. Navigate to Reader Configuration of Transformation message component

Use pipe delimited file to upsert record in Mulesoft 3

posted by Jitendra on January 24, 2019January 24, 2019 under category Integration, Mulesoft and tagged as Integration, Mulesoft, Mulesoft 3 with Leave a comment

Use Mulesoft to upsert record in Salesforce using Pipe delimited file

Processing Comma Separated file is out of box but what if text file is delimited using comma.

In this post, we will read Pipe delimited file and upsert record in Salesforce. Instead of upserting record in Salesforce, you can do anything else you want to.

This is how final job will look like :

Send Salesforce Survey Without Code

posted by Jitendra on October 21, 2018October 22, 2018 under category Salesforce and tagged as Flow, Point and Click, Process builder, Survey with 2 Comments

Use Flow & Process builder to send customer satisfaction survey on case close

Salesforce Survey is available in Health Cloud & Financial Service Cloud otherwise its paid. Community Cloud is also required to use Survey. If you need to practice Survey, create a 30 day trial org from this URL (mentioned in this trailhead module). One Survey can be created and used in Enterprise and Unlimited edition, so if you need only one survey then its free. In my case, I had to send same question to every customer on Case close , so it was free.

Prerequisite to use Salesforce Survey

Step 1 – Enable & create Community. Once community setup is done, we would need to activate it. Community can be created by any template. It can be blank as well, if it’s being created only for survey.

Step 2 – Enable Salesforce survey by navigating to Admin setup. You would need to select Community, which would be used by Survey to compute public unique link.

Salesforce - Enable Survey — Salesforce – Enable Survey

Continue reading “Send Salesforce Survey Without Code”

Build a Salesforce DX Plugin in 15 Min

posted by Jitendra on September 14, 2018November 19, 2018 under category Salesforce and tagged as Dreamforce, Salesforce DX, sfdx, Slideshare with 1 Comment

My Dreamforce Session to create a Salesforce DX plugin in 15 minutes

Before deploying metadata in Sandbox of production, have you felt that how great it would be to generate configuration workbook ? Or compare sandboxes for difference ? Or check if fields are used on any page layouts or not ? Dear reader, you are in need of custom Salesforce DX plugin.

You heard it right, Salesforce DX allows custom plugin development. So now question is, how do you connect to Salesforce Org ? Do you need to know about OAuth or Single Sign On (SSO) ?

Complete source code is available on my Github repository here. Continue reading “Build a Salesforce DX Plugin in 15 Min”