Salesforce Spring 15 – some highlighted features

Download PDF version of release notes from here.

1. Import Account / Contact from 16 different sources (previously generic csv was only option to import).

Import Account Contact in Salesforce - 16 sources
Import Account / Contact in Salesforce – 16 sources

2. Salesforce Analytics Query language (SAQL)
We already know about SOQL and SOSL. This is new Query language for Analytics cloud to enable ad hoc analysis of data stored in dataset. This is still in pilot.

3. Enhanced version of “Notes”

In this release, Salesforce has released new version of notes, which has many advantages over old like Create Standalone Notes, Relate same notes to multiple records, include bullet or numbered list, search only on notes, Create tasks from notes, Report on notes.

To enable Notes – Build | Customize | Notes | Settings | Enable Notes.

Salesforce Spring 15 Notes
Salesforce Spring 15 Notes [Click to enlarge]
 As you can see in image3, new Notes can relate to multiple records. Continue reading “Salesforce Spring 15 – some highlighted features”

Automate Command Line Dataloader using ANT with Dynamic arguments and SOQL query

As we know, there are multiple ways to load data inside Salesforce like using Workbench, Jitterbit, API etc… Salesforce also provides standard tool to load data into Salesforce using DataLoader. Dataloader by default supports User Interface or Command Line interface. Most of us already know that User interface based Dataloader needs manual interaction by end user. However if you want to automate data related operations, better choice would be Command Line Data Loader. Assuming you already have basic knowledge about how CLI Data loader works, I will go more advance in this article.

Automate Command Line Data Loader
Automate Command Line Data Loader

Following are basic steps for CLI Dataloader :

  1. Download and install DataLoader
  2. Generate Secret key file
  3. Generate Password on basis of Secret key generated
  4. Create “Process-conf.xml” (here is the problem)
  5. Create field mapping (sdl) file if required
  6. Execute Data loader from Command line

Continue reading “Automate Command Line Dataloader using ANT with Dynamic arguments and SOQL query”

Salesforce – Drag and Drop File Uploader Component with Progress Bar – HTML5 and Pure Javascript Based

HTML5 Drag And Drop File
HTML5 based Drag And Drop File

You may find many ways to upload attachments in Salesforce using visualforce however most of them uses some Javascript libraries (means either you need to depend on static resources or add CDN in remote site settings) or they do not have progress bar or they are not drag and drop. I thought to create one simple Visualforce component which can show progress bar and have drag and drop capabilities.

Initially i gave though to use visualforce remoting however challenge was how to show progress bar and same challenge was with custom controller or extension also. So, i decided to create one simple Apex REST API to upload attachment.

Continue reading “Salesforce – Drag and Drop File Uploader Component with Progress Bar – HTML5 and Pure Javascript Based”

Access Camera and Audio recorder of Mobile device in Visualforce and upload as chatter file

In this article we will see how to use Camera and Audio recorder of mobile device in Visualforce and upload as chatter file. It may look that it is very tricky to access device camera and audio control in Visualforce however you may be right if there were no HTML5. Thanks to HTML5 for magic.

Visualforce Camera Access - Front Page
Visualforce Camera Access – Front Page
Visualforce Camera Access - Use Camera Prompt
Visualforce Camera Access – Use Camera Prompt

Continue reading “Access Camera and Audio recorder of Mobile device in Visualforce and upload as chatter file”

Creating Salesforce Query Builder in Node.js and AngularJs using Salesforce REST API and OAuth2 with Heroku Button

In this post, we will be creating a Salesforce Query (SOQL) Builder. It uses Google’s Angularjs MVC Javascript library and REST API provided by Salesforce. For Authentication, it uses OAuth2.

Node.js is used as a primary language and hosted on Heroku. If you want to directly deploy to your Heroku Account, You can use Heroku Button on this Git Repository.

We have many tools available online for Query builder, However none of them were satisfying me so though to create my own tool.

This Node.js application is used for building SOQL with following features :

  • Toggle between API name and Label Name
  • Search Objects or Fileds needs to build SOQL (In my case, it was primitive. I had more than 70 Objects and many of those objects has 300+ fields)
  • Checkboxes to select fields (No need to hold control button to select multiple fields)
  • Automatic Query Builder at Right side of page
  • Shows API count used by application
  • Search returned records
  • Sorting on Table Headers
  • Pagination

Note : You will need to create “Connected App” in Salesforce to allow OAuth as explained in this post.

Live Demo of application

Continue reading “Creating Salesforce Query Builder in Node.js and AngularJs using Salesforce REST API and OAuth2 with Heroku Button”

Automated Daily Backup of Salesforce Using ANT Migration Tool and GIT

In few previous articles, I have talked about how to use “ANT Migration tool in Salesforce” and “How to Use EGit plugin in Eclipse to work with Git“. So to make this article short, I assume that you are already familiar with ANT Migration tool provided by Salesforce and Git.

During project development life cycle it is very essential to backup your code and Configurations daily. However sometimes developers forgot to commit changes in Git, may be  because of workload. It may create an issue if someone wants to check back history of code for that duration, there will be no use of having code repository in place if it cant help us to get out of problem.

In this article, I will move one step further and explain how to setup automated script which will run on your System startup and commit backup of your Salesforce organization into local Git repository without any manual interference.

Salesforce Automated Script for Data Backup Using CommandLine
Salesforce Automated Script for Data Backup Using CommandLine

Continue reading “Automated Daily Backup of Salesforce Using ANT Migration Tool and GIT”

Creating Progress Bar field using Formula| Without any coding

In this post we will discuss on creating Progress bar field without any coding, just by using formula field. Initially it seems like we can’t create dynamic progress bar field by using only formula in Salesforce. There are some approach, where developers stores 4 images with interval of 25% or 10 images with 10% interval and displaying image with help of Case or IF statement.

We will create Progress bar field, which will reflect every percentage.

Progress Bar using Formula field in Salesforce
Progress Bar using Formula field in Salesforce

To create perfect Progress bar field, we will need to take help of two images. Continue reading “Creating Progress Bar field using Formula| Without any coding”

Send Email with Generated PDF as attachment from Trigger – before Winter 16

There may be scenario in Salesforce that you need to send a Visualforce page rendered as PDF as a part of Email Attachment. This will be very easy if you want to perform this using Controller or Extension class, we just have to call getContentAsPDF() method of PageReference class and use returned blob data as a attachment in Email.

Update – 21 Oct 2015 (Winter 16)

After Winter 16 release, this solution will not work as getContent() method is treated as callout and if we try to call it from Async Apex or Rest API in this case, it will not return pdf content.

This solution will only work for you if you have not enabled critical update “PageReference getContent() and getContentAsPDF() Methods Treated as Callouts” in your Salesforce organization.

Note : If this solution is not working for you then try this.

If we are talking about achieving same in Trigger then it would be problem. Trigger does not support getContent() method of PageReference class. If you are thinking to use getContent() in future call then again we are not lucky, because @future methods does not support it. Also Apex job doesn’t support this method.

Now, I hope you understood that in which situation we are 🙂

So, In this article, I am going to explain how to resolve this issue. Not exactly resolve but workaround for above problem.

Solution is very simple, We will expose apex method as a REST API. Code for sending email will be written in APEX based REST API and our Trigger will call this method asynchronously using @future annotation. Continue reading “Send Email with Generated PDF as attachment from Trigger – before Winter 16”

Step by step guide to Setup Federated Authentication (SAML) based SSO in Salesforce – Video Tutorial

In this post, We will be dicussing how to setup Federated SAML based Authentication in Salesforce.

SAML stands for “Security Assertion Markup Language” and it is Open standard for exchanging Authentication and Authorization between Systems. SAML based authentication is supported by all editions of Salesforce.

User Validation can be initiated by any one of below two types:

  1. Service Provider Initiated SSO
  2. Identity Provider (IDp) initioated SSO

We are going to use Identity Provider Initiated SSO in this article. Means User will Login from Outside(IDp) and will be redirected to Salesforce (Service Provider). Identity Provider must follow Federated Authentication (SAML) standard which should be deployed to DMZ (URL should be publicly accessible on Internet) layer of your Organization. As a Salesforce developer you should assume that you will always get IDp URL which implements SSO and implements valid SAML response. To Quickly start with this tutorial assume that your organization already deployed SAML based Authentication endpoint and for that we will be using great Heroku app available freely as open source named “AXIOM“.

AXIOM is java based heroku application which implements SAML and can be used for testing  purpose to check whether SSO is working properly or not.

IDp Initiated Single Sign On :

In IDp Initiated SSO, User Directly logins to Identity provider and IDp redirects user to proper Salesforce Instance with SAML assertion in request (Service Provider). If SAML assertion is valid then Salesforce validates that user successfuly. Continue reading “Step by step guide to Setup Federated Authentication (SAML) based SSO in Salesforce – Video Tutorial”