What you will do if you need to display a visualforce tab only in Salesforce1 app and not in desktop version of Salesforce, not even after clicking on “+” link of tab ?
We all are well aware about PageLayout and Visualforce Pages. From API 29 (Winter 14 release), Salesforce has introduced new functionality in platform named “FlexiPage”. Like Pagelayout, We can add Custom components in Flexipage however Flexipage will be visible only in Salesforce1 application in sidebar.
We can use Flexipage to make custom Homepage for some product which will be accessed directly from Salesforce1. One important thing to note here is that, till date (at the time of writing this tutorial) Flexipage can be defined in XML file and then deploying it using Eclipse, Ant Migration tool, workbench or any other migration tool. There is no way to define Flexipage directly in Salesforce using point and click functionality.
Flexi page can contain List View, Recent Items, Report chart, Visualforce page and Global actions.
In Previous article we have seen that how to import Quota in Amount (Revenue) for Collaborative forecasting. I got many request on how to upload Quota in Units, as in Forecasting tab you can see that there is option to see Forecast in Unit or Amount.
If we switch from Revenue to Quantity the Quota of user will show blank user. In this article we will upload User Quota in Quantity.
After Winter 14 release also salesforce has not provided any Out of the box tool to upload quota from User Interface. So in this article also, we will depend on Dataloader.
161 : Sometimes while deleting record it gives error “Object cannot be Deleted”. What is the reason for this kind of error ? Ans :
This is generic error message prompted by Salesforce many times, which is not well informative. To get informative message, we can try to delete same record in “Developer Console”. In Developer Console Debug log, we will get exact error message. Example : Lets say there is one record which is parent of more than 2000 records and grand parent of 5000 records. In such scenario from developer console it gives error something like “record cannot be deleted because it has many associated objects” However in User Interface, it will just display that “Object cannot be deleted.“
162 : Why are Visualforce pages served from a different domain? Ans :
If we see carefully, all our Visualforce pages are served like “c.YOURSERVER.visual.force.com/apex/YOURPAGENAME” ,
And because of this most of time we run into Same-Origin Policy error in Javascripyt if we try to access parent page from Iframe. Following reason is explained by one of the evangelist of Salesforce:
“The move to separate domains has one very specific purpose: leverage the browser security model (same domain policy) to protect our customers and the salesforce.com service from cross site scripting and cross site request forgery attacks.
Moving to the serving pages from separate domains is a critical component of our ongoing commitment to insure the highest level of security and availability for everyone.
In the world where everything is served from the same domain any custom page that you visit had full access to any other page in your org and also any page served from salesforce.com itself. This included potentially malicious code that was installed as part of a force.com package.”
Deployment related features like improved deployment Monitoring
New Database methods to get records deleted , updated in specific time
“Service Cloud Console“ is renamed to “Salesforce Console for Service“
“Configuration Only“ sandbox renamed to “Developer Pro“
“Agent Configuration“ renamed to “Live Agent Configuration“
1. Add Report Charts in Detail Page Layout of Standard or Custom Object
Starting from Winter 14, Now we have one more option in Page Layout Editor, which is “Report Charts”. Instead of Visiting Dashboard and Report we can see chart right in Detail page of record.
You can have two report charts only per page.
Report chart can only be added from enhanced page layout and is not supported in mini Console or original page layout editor.
2. Get Report Data as JSON – Analytics API
This is REST based API which will return data of report as JSON. This will revolutionize the way we access and visualize Salesforce data.
3. Search Metadata
One of my favorite features is searching Metadata. We have Global search which will search any record. But what if you have more than 200 Workflow rules, Email templates and struggling to find out what you need? You must be thinking for search feature which can search your setup, and this feature is available from Winter 14.