Posts

OWD - Sharing Settings

Owd: Organization wide default This is specify witch records in the table can be viewed by the user and what type of operation user can perform on the records. Private: If you define OWD as private only owner of the records can perform R|W|D operations on the records Public Read: If you define OWD as Public Read all the Users in the Organization can perform read operation on all the records and they can perform read and write and delete operations on the records for which they are owners. Public Read|Write: If you define OWD as Public Read|Write all the users in the organization can perform Read and Write Operations on all the records and owners can perform Read|Write|Delete operations on their own records. Public Read|Write|Transfer: This OWD can be defined only in Case and Lead object. If you define Public Read|Write|Transfer on case object or Lead Object all the users can perform operations of  Read|Write|Transfer an all the records. Public Full ...

Workflows

Automated Action: Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization's standard processes. Instead of doing this work manually, you can configure workflow to do it automatically. What is Workflow? Workflow automates the following types of actions based on your organization's processes: Tasks—Assign a new task to a user, role, or record owner. Email Alerts—Send an email to one or more recipients you specify. Field Updates—Update the value of a field on a record. Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener. For example, workflow can: Assign follow-up tasks to a support rep one week after a case is updated. Send sales management an email alert when a sales rep qualifies a large deal. Change the Owner field on a contract three days before it expires. Trigger an outbound API message to an external HR system to initiate the reimburse...

Groups and Queues

Groups are set of Users. They contain individual users, other groups, the users in the particular role, the users in a particular role plus all of the users below that role in the hierarchy. There are two types of groups. 1. Public Group             |--> Only Administrator can create public groups, they can be used by everyone in the Organization. 2. Personal Group        |--> Each user can create groups for their personal use. Public Groups: Public Groups are set of users and they are used in a  Sharing Rule Giving Access to Folders Email alerts Public groups made up of any combination of  Users Roles Roles and Subordinates Public Groups When the Public Groups are made up of roles or roles and subordinates, when a User is added or removed from the role, the public group membership is updated. Queues: Queues allow groups of users to manage a shared workload more effectively. A queue is a ...

Reports

* Report types allow us to build a frame work in the report builder from which users can create and customize Reports. * A reoprt type define the set of records and fields available to a report based on the relationships between a primary object and its related objects. * Salesforce provides a large range of pre-defined standard report types. 1. Account&contact --> Contains information about accounts and contacts. 2. Opportunities 3. Customer support (Report types regarding cases and solutions) 4. Lead 5. Campaigns 6. Activities 7. Administrative Report types 8. Price Books, Products and Asset report types * Custom Report Types  In addition to the standard report types, we can also create custom report types. Custom report types extend the types of reports from which all users in organization can create or update custom reports.   

DashBoards

A DashBoard shows the data from source reports(Summary reports, Matrix reports) as visual components, which can be charts, gauges, tables, or visualforce pages. * Each dashboard can have up to 20 components * Administrators control access to dashboards by stroing them in folders with certain visibility settings. * Dashboards folders can be public, hidden or restricted to groups, roles. If we have access to a folder, we can view its dashboards.

Assign a task using Apex

public class TasKcreation {     public TasKcreation(){         String Userid=UserInfo.getUserId();         Contact c=new Contact(lastname='asasaa111');         insert c;         Task newTask = new Task(Description = 'Survey Transaction',                                         Priority = 'Normal',                                          Status = 'Inbound Email',                                          Subject = 'Other',                                          IsReminderSet = tru...

Share a case record using Apex and Trigger

Scenario:  Using Trigger share a record when record insert or update In trigger Call the Apex class  public class ShareRule4 {     public Static void afterInsert(List<Case> c){         List<CaseShare> cShare=new List<CaseShare>();         User u=[select Id from User where alias='aaxis'];         for(Case cs:c){             if(cs.Status=='New'){                 CaseShare cshr=new CaseShare();                 cshr.CaseAccessLevel='read';                 cshr.CaseId=cs.id;                 cshr.UserOrGroupId=u.id;                 cshr.RowCause='manual';                 cShare.add(cshr);       ...