Required field mark in Lightning:inputfield

How to use CSS Pseudo Class to add asterisk mark on required field for Lightning:inputfield component

Recently I was in need to show required field symbol (asterisk *) on standard Lightning:inputfield , and to my surprise this simple ability was not specified in Lightning Component Reference guide. Even though we were showing validation errors after button click ,  it was not effective for end users. 

Of Course, we cannot decide to use custom component just for missing asterisk symbol. So,  I came up with very simple fix mentioned below. Consider we have below simple code to show Lightning:inputfield

Continue reading “Required field mark in Lightning:inputfield”

Send Salesforce Survey Without Code

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

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”

Read Query Parameter in Lightning Component

Launch Lightning Component using formula field and also read query parameter in Salesforce Lightning Component

Before Summer 18, to read parameter in Lightning Component, we had to wrap Lightning Component in Lightning Application. After Summer 18, it has changed for good.

In this blog post we would create a formula field to launch Lightning Component (yes, you read it right). And then we would read URL parameter in Lightning Component using pageReference provided by interface lightning:isUrlAddressable.

Create a formula field on Account to launch Lightning Component and read its parameter. Continue reading “Read Query Parameter in Lightning Component”

Frequently Used Git Commands

Author posted by Jitendra on Posted on under category Categories Tech Tips and tagged as Tags with 1 Comment on Frequently Used Git Commands

Most frequently used Git commands by developers

Set Git to store credentials

Below command can be executed from anywhere in your system.

git config --global credential.helper wincred

Turn off Warning _LF will be replaced by CRLF_

git config core.autocrlf true
or
git config --global core.autocrlf true

In Unix systems the end of a line is represented with a line feed (LF). In windows a line is represented with a carriage return (CR) and a line feed (LF) thus (CRLF). when you get code from git that was uploaded from a unix system they will only have an LF. Continue reading “Frequently Used Git Commands”

Summary of Attachment, Document, Content Library and Files in Salesforce

Comparing between Attachment, Document, Content Library and Files in Salesforce

Summary :

  • Files is new way to store file in Salesforce
  • Content from external file service like Google, Box appears in Files
  • Files from Content Library displayed in file
  • CRM Content Library cannot be created in Lightning experience yet
  • Attachment and Files are two different objects, so two different related lists.
  • Attachment can be viewed in Lightning in Notes & Attachment related list
  • Attachments cannot be created in Lightning Experience, we should not use Attachments in future
  • To migrate existing Attachment to Files, use this AppExchange from Salesforce Labs
  • Document tab is not available in Lightning Experience
  • Documents should be replaced by File
  • Files yet does not support being used as attachment in Email Templates. If you are using Document in Email template, then keep it in Document
  • CRM Content delivery not available in Lightning but File can be shared with external user using Link
  • External user can only view or download file but cannot edit or update
  • File supports versioning
  • File can be related with multiple records.
  • File supports granular level sharing. It would be shared with anyone who has access to parent record. If you want to share with broad audience, it can be shared on chatter.

Continue reading “Summary of Attachment, Document, Content Library and Files in Salesforce”

Why Quick Actions are not appearing on Case page layout in Lightning Experience

Solution to make quick actions visible on Case & Work Order Page Layouts in Lightning Experience

If you want quick action to appear on Page layout, all you have to do is add it in Salesforce Mobile and Lightning Experience Actions as shown in below image

Add Quick Actions on Page Layout - Salesforce
Add Quick Actions on Page Layout – Salesforce

Unfortunately this did not worked for Case & Work Order Page layout  in Lightning experience. Continue reading “Why Quick Actions are not appearing on Case page layout in Lightning Experience”

Embed Lightning Component in Flow

Author posted by Jitendra on Posted on under category Categories Salesforce and tagged as Tags , with 5 Comments on Embed Lightning Component in Flow

How to create a lookup field in Flow by embedding Lightning Component

Most of us are big fan of Flow but at the same time we miss a lot of obvious features like lookup fields, model dialogues etc.  This blog post might bring excitement and motivation to give more attention and love to Flow.

Around 3 years back, I had written a post on how to create a lookup component in Flow. That solution was just a workaround without user friendly experience. Lets focus on better user interface today, In this post we will give lookup field ability to flow by simply reusing existing Lightning Component.

Click here for animated image showing Flow in action supporting Lightning Component.

First and foremost, make sure you enable Enable Lightning runtime for flows by navigating to Workflow | Process Automation Settings , Otherwise flow would not run in classic runtime environment. Continue reading “Embed Lightning Component in Flow”