Wednesday, May 25, 2016

How to call an Apex class from Visual Workflow

  • Using the @InvocableMethod or the Process.Plugin interface.
  • Salesforce recommends using the @InvocableMethod 
  • Apex methods that are annotated with this can be called directly from a visual workflow.
  • Methods that can be invoked have restrictions on the parameters that can be passed and the parameters that can be received.
  • Check here for more details.

Monday, May 23, 2016

What are the different report formats available in salesforce?

  1. Tabular:  Displays a list of records in table format
  2. Summary: Let's you summarize the data, view sub totals and group report data.
  3. Matrix: Similar to summary, but let's you group totals by ROWs and COLUMNs. Ex: group opportunities by stage and further group by close month.
  4. Joined: Let's you create multiple blocks of individual reports to give you an overall perspective of data from multiple objects. Note that these can include different report types.

Tuesday, November 17, 2015

What are the various added USER Login security features provided by Salesforce

Login Hours and IP ranges:

Salesforce let's you specify the Login Hours and the Login IP ranges at the profile level which allows a Salesforce Administrator to restrict access to Salesforce to only certain group of users.

Two-Factor Authentication:

This feature of Salesforce requires the user to use a temporary 6 digit code in addition to username/password to login to Salesforce. This temporary 6 digit code is generated by an application (Salesforce Authenticator / Google Authenticator) that the user will have to install on his/her mobile device. This code changes every 30 seconds.

What is SSO and what are the different options available with Salesforce

SSO or Single-Sign-On is the capability to access multiple applications using a single username/password, thereby eliminating the need to remember multiple usernames/passwords.

A common use case is a company's SSO which allows employees to access multiple applications like HR, Travel, Salesforce.com etc all using their LDAP username/password.

Salesforce offers two methods: Delegated Authentication and SAML based Federated Authentication

Tuesday, October 13, 2015

What is JIT or Just In Time provisioning

JIT or Just-In-Time provisioning is a feature of SSO(Single-Sign-On) which enables real-time user provisioning for access to Salesforce.com.

In simple terms, when a user tries to login from an external system using SSO and if the user does not already exists in Salesforce, JIT creates the user account in real time and logs the user into Salesforce.

How will you create a Many : Many relationship in Salesforce

  1. Create a junction object.
  2. Create two master detail relationship fields on the junction object with object 1 and object 2.
More details: https://help.salesforce.com/HTViewHelpDoc?id=relationships_manytomany.htm

Tuesday, September 15, 2015

Who can DELETE a record in Salesforce?

The General rule is as below:

You can delete a record if you are an administrator, the record owner, or a user above the record owner in the organization role hierarchy, and if you have the appropriate user permission (meaning DELETE permission at the profile level on the object)