ERROR running auth:jwt:grant: We encountered a JSON web token error, which is likely not an issue with Salesforce CLI. Here's the error: Error authenticating with JWT config due to: user hasn't approved this consumer. [...]
In this post we will be creating a PowerShell script that executes the Ant logic from the last post and some Git commands that will commit changes to a cloud repository. [...]
Use the Ant Migration Tool to refresh local Salesforce metadata files without manually removing the files or folders. [...]
Use an Apex class that implements the Messaging.InboundEmailHandler interface to handle an inbound email message for opting out the email address. [...]
The logic discussed in this post will show you how to get 18-character record Ids setup on any Salesforce object and have the value maintained by a lightweight Apex trigger. [...]
Installation of the Force.com Migration Tool for Salesforce development. [...]
Illustrate some of the ways that variables work within batch apex classes. [...]
A queueable interface in Salesforce allows for the asynchronous execution of Apex jobs. It's similar to @Future annotated Apex classes except that a queueable interface can be monitored via the Salesforce user interface or by querying the AsyncApexJob table. [...]
This is the code coverage for a popular post where a PDF is created and attached to a record using a button click. [...]
Did you ever want to clone an inbound change set in order to create an outbound change set? This is a Salesforce hack that will save you tons of time! [...]
Chaining together Batch Apex classes allows you to build robust Salesforce platform solutions. Sequencing Apex jobs ensures data accuracy and enforces flows. [...]
I often recommend making Salesforce development decisions based upon platform capabilities even if some of those capabilities have not yet been adopted by your business. With this in mind, I’d like to share the concept of being able to run some processes both synchronously and asynchronously. [...]
Many third party applications have their own APIs or webhooks that allow for easy and often simplified integrations between platforms. Another integration choice might be to use some type of middleware or enterprise service bus (ESB) to move data around. Either way [...]
Platform security is important. Creating a composite application for the AppExchange, developing integrations with open authentication (OAuth) or simply integrating salesforce with an internal system/platform can make your security team nervous. However, the Salesforce Crypto class should put your security folks at ease. [...]
We include time allocation when we invoice clients at the end of a given month. Time is tracked in a custom object within our Salesforce org so we simply run a report and export it to be sent to clients when billing. This is usually in the form of a spreadsheet and includes the date, hours, short description and employee. [...]
I like to group Apex methods by the object to which they apply. I find that this supports troubleshooting of code and ultimately reduces the amount of code in a given Salesforce organization. For example, every Salesforce developer that works in an Enterprise level organization or higher will find that more often than not they need to know the record types for a given object. [...]
Last year I wrote a post describing how to pass values to a new opportunity using the URL. This post is simply an alternative to accomplish the same goal of auto-populating values to a new record except using Visualforce and an Apex Class controller. For the purposes of our demonstration we will make some general assumptions about the values we want to pass to the new record. To keep it simple we plan on populating the Name, Stage and Close Date of the new opportunity. We will also make the logic flexible enough so that if Salesforce happens to pass additional information we will be able to include those key value pairs as well. [...]
I am working with a client that is deploying some existing Visualforce pages to international Users. The Visualforce includes some Date and DateTime values so I checked them to make sure they would render appropriately for people accessing the logic internationally. It turns out that the original Visualforce code uses the <apex:outputText> tag to drive formatting for much of the Date/DateTime values within the pages. Therefore, I am converting the occurrences of each <apex:outputText> tag to the Visualforce component I built for rendering. [...]
I was recently developing some Apex logic and encountered the UNABLE_TO_LOCK_ROW error while running my Apex unit tests for the new code. This UNABLE_TO_LOCK_ROW error message can happen when unit tests update the same record(s) at the same time or when unit tests try to create records with duplicate index field values. One way to avoid this UNABLE_TO_LOCK_ROW error is to simply turn off parallel test execution. This can be accomplished via Setup > Develop > Apex Test Execution. [...]
I just built a Visualforce application that people can use to associate a number of "child" records to a single "parent" record. Let's say that the application uses the Account object as the standard controller and then we extend the logic so that we can find, manipulate and link many Contact records. The functionality of the application is not important for this post but how we access the application is important. [...]
I am a big fan of developing Visualforce pages that are useful to humans. This means providing helpful feedback to the person interacting with the application in order to limit User frustration. In some circumstances this means providing clearer error messaging rather than simply outputting any system generated errors. [...]
A big part of building Visualforce pages is making sure that the human has a good experience while interacting with the page(s) you've designed. This means that you need to have a good way of handling errors when and if they occur. In this post I will highlight one of the simplest ways to handle an error by utilizing the apex:pageMessages tag within your Visualforce page. [...]
Pass values to a new Opportunity via a custom button using nothing but the URL. This can be useful if you want to default some values on the detail page when new records are being created. It can save your Users some time so they don't need to fill out every field. It will also allow you to provide some guidance for values you want provided when new records are created in your organization. [...]
Years ago I wrote a post about how to use the User's locale settings in order to render a properly formatted DateTime value within a Visualforce page. Today I needed a locale based date value to render in Visualforce. I went out to that old post and reviewed it because I needed a place to begin coding. [...]
In my last post I provided a template for creating a Visualforce page rendered as a PDF. In this post I am going to show you how to generate that PDF file and attach it to a record within Salesforce by simply clicking a button/link. [...]
A few years ago I started generating PDF invoices and receipts directly within Salesforce. Since invoices or receipts may have many rows of data and the data may span multiple pages, I decided to include a page counter in the margin of each rendered page. [...]
The Spring '15 Salesforce release introduced the concept of the @testSetup annotation. According to the documentation, methods defined with the @testSetup annotation are used for creating common test records that are available for all test methods in the class. [...]
Have you ever needed to deactivate a trigger for some maintenance activities on records or for a code deployment? At a high level, the act of activating/deactivating a trigger is simple. Go to your Salesforce sandbox, modify the status of the trigger and deploy the code. Depending on your unit test coverage for the trigger you may have to tweak the test class and include that in the deployment. [...]
A quick search for Salesforce wrapper results in the following definition. A wrapper or container class is a class, a data structure, or an abstract data type whose instances are collections of other objects. That's fine but if you're new to the concept then it is likely that the definition of a Salesforce wrapper class is not as useful as a practical example of the logic. [...]
We've all seen those edit pages in Salesforce when you access the page and a date or date/time field calendar widget immediately pops up. Sometimes that's okay but sometimes we would like to prevent that from happening because we would prefer the focus to be on some other element of the page. As a Visualforce developer you can accomplish this with a very simple snippet of JavaScript. [...]
I was coaching a beginner developer recently and she had a simple question. "Why doesn't my Contact Edit Visualforce page look like the standard Contact Edit page?" She was trying to format the Salutation and First Name fields so that they were on a single line and in one column of a two column layout. The screenshot below illustrates the standard layout, which she was trying to mimic in her Visualforce page. [...]
Often times developers will move an object from a Salesforce sandbox to a Salesforce production org using tools like Ant, change sets or the Eclipse IDE. Developers may not always include Profile permissions when they move their objects from org to org. This means that any Create, Read, Write or Edit (CRUD) settings for an object will be unspecified for all Profiles except their own when the object gets created in the target organization. [...]
In this post I will be providing the Apex unit test code coverage for the trigger which was written in my last post titled Beginner Apex Trigger Example. As in that last post, this code is intended for Salesforce developers that are just starting out or administrators looking to learn more about Apex Classes. [...]
This post is intended for beginner developers or admins that are interested in learning more about the development side of the Salesforce platform. We will walk through the creation of a Salesforce Apex Trigger, highlight the fundamental elements of the logic and identify why the logic was built the way that we coded it here. [...]
Businesses that utilize Salesforce Communities for partners instead of the standard partner portal may find that partners have the ability to search for and find the Contact record that corresponds to their Community User record. It would be nice if salesforce.com did not allow for this visibility because the Partner User is technically unable to make updates to the Partner Contact record. If they click the "Edit" button for the Contact they will receive the Insufficient Privileges message. [...]
My client has a use case where they want to convert a Lead but not create an Opportunity at time of conversion. The standard Lead conversion page is fine with the business owners but they want the "Do not create a new opportunity upon conversion" checkbox selected when the page is accessed by the Users in their org. This will allow Users to create an Opportunity in certain cases but default the option to false otherwise. [...]
Today I received an inquiry from a Salesforce administrator who read an article about using an Apex Trigger to reassign Contacts and Opportunities when Account reassignments happen outside of the standard Salesforce User Interface. She was encountering issues deploying the code. For some reason I failed to include any Apex Test class in that original post. [...]
I came across a use case earlier this month where a Salesforce business owner needed to be able to role out some functionality in a series of waves. Basically, the business was planning on running a pilot with a subset of users for a period of time and then at some interval they planned on granting access to additional users. The business owners wanted to be able to maintain that access and they wanted to be able to turn it on easily. [...]
Here's the backstory... we customized a partner portal. Salesforce.com offers us access to the Communities pilot program in order to meet the immediate business needs regarding customization of the application that partners use. Salesforce.com indicates that Communities is an adequate yet superior product to partner portal and allows us to do some customizations, which were not possible in partner portal. Salesforce.com surprises us with licensing and functionality limitations, which were not evident during pilot. [...]
Salesforce releases Communities, which is a much needed improvement to the stoned-aged partner portal user interface. I took part in the pre-release and found that the new functionality comes with some positives and some negatives. One big negative that I found was the inability for Community Users to delete records. Salesforce.com provided a long list of reasons why partners should not be deleting records and why this basic functionality is not provided. But let's be serious... I am not going to field calls from partners because they need me or another admin in the org to remove records that they no longer need. After a week of taking these requests during the pilot, I decided to make the functionality available to Community Users - just because it would save me and those same partners some frustration. [...]
As a Salesforce ISV partner I get leads dropped into my Salesforce org whenever someone on the AppExchange installs one of my applications. That automated process also creates a license record, which is a custom object (sfLma__License__c) that was installed via Salesforce's License Management Application. Anyway, the fact that Salesforce does this for my ISV is great but the only downside to this is that the standard workflow rule and email notification functionality does not fire when license records are updated or created via this AppExchange integration. [...]
Don't you really dislike when you go to deploy some code to a production Salesforce org and it fails because you forgot to unschedule a batch class? This is especially frustrating in a larger org where there is lots of code running and the deployment takes a long time due to the large number of @isTest methods that need to be run. I thought I would share some code that I wrote, which will remove any scheduled batch jobs and, therefore, avoid any issues with deployments in your orgs. Besides, who doesn't want to see more examples of @isTest Apex methods? [...]