Saturday, May 2, 2015

List of items that cannot be deployed in salesforce

Recently when I was deploying configuration for an org which has not gone live, into UAT I made note of manual tasks as i need to reuse that for deploying from UAT to production. I thought i will add few more items on the list to the list i already had. These items had to be manually configured and cannot be deployed.

  •  Renaming Standard fields labels
  • Deletion of standard Picklist values
  • Configuring Search Layouts for all standard objects
  • Escalation rules and Assignment rules
  • Quote Templates
Always as a golden rule Deploy anything with profiles as all the necessary permissions will be carried over. Please feel free to add anything in the comments

Friday, May 9, 2014

Calculate Nth Business Day using Apex in Salesforce.com

It's been a year since I've posted anything on my blog. I've been busy with a lot of custom development on force.com. :)

You might run into a situation where you have to calculate the Nth working days from a specified date.
You will find this post very useful to calculate Nth business day from a given date.

My client has a Service Level Agreement (SLA) requirements in which they need to act on customer complaints within N business days depending upon the severity.

So I came up with the following apex code to determine the Nth business day from a given date. (This APEX CODE Utilize the Holiday object.)
It's pretty straight forward, and it might come in handy for you.

To setup holidays Go to : Administrative setup > Company Profile > Holidays> add few entries e.g. 26th May 2014 >Memorial Day

Apex code is as below:

 //to calculate Nth business day 
    public static Date calculateNthWorkingDay(Date fromDate, Integer N){

         //Query hoildays from Org  
                List<Holiday> holidays=[Select StartTimeInMinutes, Name, ActivityDate From Holiday ];

                Date NthDay = fromDate; 
                
                for(Integer k=0;k<N ;k++ ){
                    if(checkifWorkDay(NthDay.addDays(1),holidays)){                        
                        NthDay = NthDay.addDays(1);
                    } 
                    else
                    {
                      NthDay = NthDay.addDays(1);
                      K--;
                    }
                }

                return NthDay;//send Nth Business day

      }

    //To check if sent date is a working day by comparing with org holidays
  public static boolean checkifWorkDay(Date sentDate,List<Holiday> holidays){
    
                Date weekStart  = sentDate.toStartofWeek();
                
                for(Holiday hday:holidays){
                        if(sentDate.daysBetween(hday.ActivityDate) == 0)                        
                        return false;                        
                }
                
                if(weekStart.daysBetween(sentDate) ==0 || weekStart.daysBetween(sentDate) == 6)
                {
                       return false;
                } else 
                       return true;
    }

Add these methods in your apex class. lets say name of the apex class > Your_APEX_Class_Name

In order to get 10th business day from today call this method as follows:

date nday = Your_APEX_Class_Name.calculateNthWorkingDay(system.today(),10 );
system.debug('nday is**'+nday);

Hope you will find this code useful.

Thanks,
Rahul G

Friday, April 12, 2013

Display a Popup when a User Login to Salesforce




Many times there is a need to broadcast a message to all the SFDC users whenever they log into the org, the message could be just a Reminder/Policy changes
or sometimes user needs to accept the terms & condn to use a particular application.
So when the user logs into the org and the first thing he/she sees is a pop up screen. He can neglect the message and continue working on his tasks but This
message needs to be displayed every time user logs in till the USer Accepts the information.

e.g. Lets say you have launched a new app in your sfdc org and you want to display the app usage policy to all the users before they can start using the
app. i.e. you want the Users to accept the policies.

In order to build this the following steps can be implemented in your SFDC org:

1) Develop a VF page which will display a popup to the end user: Something like this http://www.salesforcegeneral.com/salesforce-modal-dialog-box/

2) You will need a corresponding apex class too to support the VF page.

3) In order to check whether the User has accepted the policy or not; lets add a checkbox field on the User records... lets say Policy Accepted

4) In our controller class we can use UserInfo method to get the current user details and check whether this flag is checked or not.
If the flag is checked then we'll redirect the user to the std Home page if its unchecked we'll display the popup to the User. The pouup will have Accept
Button, if user clicks this button the Policy accepted flag on the User record will be set to true.

Final & the most important Trick :)

5) Create a VF custom TAB and overwrite this TAB with the VF page we created above.
6) Add this TAB as a default landing TAB in all of your Apps and you are done!!

Let me know if you need more explanation....I hope this post will be helpful to many salesforce developers.

- Rahul


Friday, February 8, 2013

batch & scheduler class testing

Template for batch & scheduler class test method:

@isTest 

private class Test_Nameofurclass {
    
    static testmethod void test_Nameofurclass (){
        
        DateTime currTime = DateTime.now();
        Integer min = currTime.minute();
        Integer hour = currTime.hour();
        String sch;
        
    if(min <= 58)
            sch = '0 '+ (min + 1) + ' ' + hour + ' * * ? '+ currTime.year();
        else          
            sch = '0 0 '+ (hour + 1) + ' * * ? '+ currTime.year();
        
        Test.startTest();
        
    nameofschedularclass obj = new nameofschedularclass  ();                
    String jobId = system.schedule('test', sch, obj);        
        CronTrigger ct = [SELECT id, CronExpression, TimesTriggered, NextFireTime FROM CronTrigger where id = :jobId];        
        System.assertEquals(sch, ct.CronExpression);         
                
        insert test records satisfying your query. 
        
                                                     
        database.executeBatch(new nameofurbatchclass());        
            
        Test.stopTest();
    }

}

Tuesday, January 22, 2013

Build a dynamic SOQL query string

This post is one of my promises to myself this year to build reusable components. I will try to post a few here. But whenever i write a code, Good design pattern is to make it as reusable as possible.

This Apex method basically returns the dynamic soql query string when you feed the list of field api names, object name , conditions and limit .
[Edit] This works only for soql and does not do aggregate functions or polymorphic soql or sosl

/* Return dynamic soql query string
     Inputs list of field api names
     Object name
     list of Condition strings eg 'name=\'test\'' , 'noofemployees=0'
     limit string eg '50000'*/
     */ ----------------------------------------------------
     usage
     list<string> fieldname = new list<string>();
     fieldname.add('id');
     fieldname.add('name');
     list<string> conditions = new list<string>();
     conditions.add('name=\'test\'');
   
     eg1:dynamicSoqlString(fieldname,'account',null,null)
     eg2:dynamicSoqlString(fieldname,'account',null,'2')  
     eg3:dynamicSoqlString(fieldname,'account',conditions,'2');
     */
     

     public static string dynamicSoqlString(List<string> apiNames,string objectname, list<string> conditions, string limitcount){
        if(objectname == null || apinames.size()==0){
            return null;
        }
        string soqlstring ='select ';
        for(integer counter =0;counter<apinames.size();counter++){
            if(counter!=0){
                soqlstring+=',';
            }
            soqlstring+=apinames[counter];
        }
        soqlstring += ' from '+ objectname;
        if(conditions != null && !conditions.isempty()){
            soqlstring+=' where ';
            for(integer counter =0;counter<conditions.size();counter++){
                if(counter!=0){
                    soqlstring+=' and ';
                }
                soqlstring+=conditions[counter];
            }
        }
        if(limitcount != null && limitcount !=''){
            soqlstring+=' limit '+limitcount;
        }
        return soqlstring;
    }

Saturday, October 20, 2012

Prevent inserting duplicate records without coding!!!

Hi Friends,

Today implemented this simple technique to prevent inserting  duplicate records ( records with same name)

In one of my customer's org... there was a trigger written on a campaign object to prevent inserting campaign with same name...some developer wrote it few months back... though its a simple trigger but there was a logical bug in it.... however when our system admin informed me about this issue....i thought of the following solution:-


1- Create a new text field called "custom_name__c"
2- Check "Unique(do not allow dups)" checkbox while you are creating this field
3- Create a workflow rule that updates this field with the standard name field of the object every time record is inserted or updated.....

simple right?????
 so there is no need of that trigger anymore!!!!!!!!!!!1 :)


Thursday, May 24, 2012

dashboard auto refresh


Auto refreshing dashboard:


This is the feature many sfdc admins have been asking for.... Currently it is not possible to refresh the dashboard automatically when the sfdc user logs in to salesforce.com.


use the following steps to refresh the dashboard( automatically...after 5 seconds) when the user logs in to the salesforce OR the user clicks the home tab:- 


1) Create a new custom Home Page Component( type:HTML)


2) Add the following code:-(click the show html button before pasting the code)
<script type="text/javascript"> function refreshDashboardTimeout() {var dashboardButton = document.getElementById("db_ref_btn");dashboardButton.click()}window.setTimeout("refreshDashboardTimeout();", 5*1000); </script>


3) save and Add this component to your Home Page Layout.


quiet simple....right?? :)

Thursday, April 12, 2012

Object sharing using email approval


This solution gives record access to a Salesforce user via email approval. Here we are providing access to the Accounts but this can be generalized for any standard or custom object.
 In order to grant access to the Account, an approval workflow request would be sent to the record owner and upon approval Apex code would be executed to add the requested user in the Account Team/Share objects.


1    1.    Provide a Request for Access button against each Account record on the Visual force page.
a.      Display a pop-up to the end user: A Request Email has been sent for Access.
b.      Create a Custom Object “Account Sharing Request” and add an Entry in this object:
AccountID, OwnerID, RequestedBy(UserID),IsApproved(False) for the request.
 
2.      Create an Approval process for Account Sharing Request in the controller class and send an approval request email to the record owner. 
 
3.      Enable email approval response so that the user can approve or reject the request by replying to the email: approve, approved, yes, reject, rejected, or no.
 
4.      Update IsApproved field to True upon approval: This is the Final approval action.
 
5.      Update trigger on the Account_Sharing_Request__c object would add the requested User to the Account Team and Account share Object.


Saturday, April 7, 2012

Query User access Level in Apex

     With API 24 salesforce has given access to UserRecordAccess table. This gives us more power in querying whether user have access and upto what level so that we can build our VF and apex accordingly.
http://www.salesforce.com/us/developer/docs/api/index_Left.htm#StartTopic=Content/sforce_api_objects_userrecordaccess.htm

I was writing a VF page in which i needed to have a table of sobject records with Edit and del links for each line item. I was using{!URL for} function which would take care of the link automatically. It would even prevent users who do not have permission to edit or delete the record to take it to the page 'you do not have sufficient permission'.

 I thought it would be nice to know if the loggedin user or profile permission can be queried based on which i could display or hide these links instead of user clicking the link and finding out. Thats when i searched i figured it could be handled with Api 24.0

SELECT RecordId, HasReadAccess, HasTransferAccess, MaxAccessLevel
     FROM UserRecordAccess
     WHERE UserId = [single ID]
     AND RecordId = [single ID]      //or Record IN [list of IDs]

so i needed to get info on hasEditAccess and hasDeleteAccess for loggedin user and based on which i displayed or hid the link. It worked like charm.

Wednesday, March 28, 2012

Sort an Apex class Object List

[Edit : Now there is an interface natively provided by salesforce to sort the class object lists]

I recently needed to sort an apex class object List which was retrieved through a webservice callout as it could not be sorted at the service end.

This is the apex method which was used to build it

 public void testsort(){
        map<string,List<accClass>> stracc = new map<string,list<accClass>>();
        for(accClass a:accClassobj ){
            if(stracc.containsKey(a.name))
                stracc.get(a.name).add(a);           
            else
              stracc.put(a.name,new accclass[]{a});          
        }
        accclassobj= new list<accclass>();
        list<string> nameList = new list<string>();
        nameList.addAll(stracc.keyset());
        nameList.sort();       
        for(string s:nameList){
           accclassobj.addAll(stracc.get(s));          
        }

Steps involved in sorting

1. build a map with object parameter as the key by which we gonna sort and List<object> as the value.
2. sort the keyset
3. arrange the values based on the sorted keyset, so that object gets sorted by that parameter

It is a map of parameter and list of object but not parameter and just object to handle the records which will have same parameters. This sorting handles null values automatically. This sorting can never be dynamic and you will need to create more methods based on the object parameter by which sorting is needed.

Friday, March 23, 2012

Filter list alphabetically



There was a requirement where i needed to build a list which can be filtered based on the starting alphabet. And also the List needs to remember the selections made as we move through other pages.

<apex:page controller="Pagin_alpha">
<style type="text/css">
      .loadingIcon {
            background-image: url(/img/loading.gif);
            width: 16px;
            height: 16px;
        }
     </style>
<script type="text/javascript">
function checkAll(cb,cbid)
        {
            var inputElem = document.getElementsByTagName("input");                     
            for(var i=0; i<inputElem.length; i++)
            {  
               
                 if(inputElem[i].id.indexOf(cbid)!=-1){                                        
                inputElem[i].checked = cb.checked;
                }
            }
        }
</script>
<apex:form id="form">
<br/>
<div style="align:right;">
<apex:repeat value="{!alphabet}" var="a">
<apex:commandLink value="{!a}" action="{!refreshList2}" rerender="form" style="{!if($CurrentPage.parameters.alpha=a,'font-weight:bold','')}" status="stat">
<apex:param name="alpha" value="{!a}"/>
</apex:commandLink>
&nbsp;|&nbsp;
</apex:repeat>
</div>
<br/>
<apex:pageBlock id="block">
<apex:pageBlockButtons >
<apex:commandButton rendered="{!standardsetcon.hasprevious}" value="Previous" action="{!standardsetcon.previous}" rerender="block,block2" status="stat"/>
<apex:commandButton rendered="{!standardsetcon.hasnext}" value="Next" action="{!standardsetcon.next}" rerender="block,block2" status="stat"/>
</apex:pageBlockButtons>
<apex:actionStatus id="stat">
<apex:facet name="start">
<apex:outputPanel layout="block" styleClass="message infoM4">
<apex:panelGrid columns="2" styleClass="messageTable" columnClasses="messageCell" style="padding:0px;margin:0px;">
<apex:panelGroup >
<img class="loadingIcon" src="/s.gif"/>
</apex:panelGroup>
<apex:panelGroup >
<div class="messageText">Please wait...</div>
</apex:panelGroup>
</apex:panelGrid>
</apex:outputPanel>
</apex:facet>
<apex:facet name="stop">
<apex:pageBlockTable value="{!CurrentList}" var="c" id="table">
<apex:column >
<apex:facet name="header"><apex:inputcheckbox onclick="checkAll(this,'check')" value="{!fals}" /></apex:facet>
<apex:inputcheckbox value="{!c.checked}" id="check">
</apex:inputcheckbox>
</apex:column>
<apex:column value="{!c.ocontact.name}" headerValue="Name"/>
</apex:pageBlockTable>
</apex:facet>
</apex:actionStatus>
</apex:pageBlock>
<apex:pageBlock title="Selected Contacts" id="block2">
<apex:commandButton value="Display Selected" rerender="block2"/>
<apex:pageBlockTable value="{!DisplaySelectedList}" var="c">
<apex:column value="{!c.name}" headerValue="Name"/>
<apex:column value="{!c.phone}" headerValue="Phone"/>
</apex:pageBlockTable>
</apex:pageBlock>

</apex:form> 
</apex:page>

In the VF page i am displaying the List 'CurrentLsit' which would hold the contact list with checkbox which is paginated and 'DisplaySelectedList' which would remember the selected contact. Array Alphabet is used in repeat to build the link of alphabets at the top of page

Controller method



public with sharing class Pagin_alpha {

    
    private List<contactSet> contactSetList{get;set;}
    private string contactListQuery;
    private set<contact> selectedContact;
   
    public List<string> alphabet{get;set;}
    public boolean fals{get;set;}  
   
    public Pagin_alpha(){
      fals=false;
      alphabet=new string[]{'All','a', 'b', 'c', 'd', 'e', 'f', 'g', 'h', 'i', 'j', 'k', 'l', 'm', 'n', 'o', 'p', 'q', 'r', 's', 't', 'u', 'v', 'w', 'x', 'y', 'z' }; 
      contactSetList = new List<contactSet>();
      selectedContact = new set<contact>();
      contactListQuery= 'select id,name,phone from contact limit 1000';   
    }
   
     Private void updateSelectedContact(){
        for(contactSet cs:contactSetList ){
           if(cs.checked)
               selectedcontact.add(cs.ocontact);
           else{
               if(selectedcontact.contains(cs.ocontact))
                   selectedcontact.remove(cs.ocontact);
               }
       }  
    }
   
      public ApexPages.StandardSetController standardSetCon {
        get {
            if(standardSetCon == null) {
                standardSetCon = new ApexPages.StandardSetController(Database.getQueryLocator(contactListQuery));
                // sets the number of records in each page set
                standardSetCon .setPageSize(20);
            }
            return standardSetCon ;
        }
        set;
    }
 
    public List<contactSet> getCurrentList() {
       updateSelectedContact();
       contactSetList = new List<contactSet>();      
        for (contact category : (List<contact>)standardSetCon.getRecords()){       
            if(selectedContact.contains(category))         
            contactSetList.add(new contactSet(category,'true'));
            else
            contactSetList.add(new contactSet(category));
        }
        fals=false;
        return contactSetList;
    }
   
    public PageReference refreshList2() {      
       standardSetCon = null;    
       string s;
       if(apexpages.currentpage().getparameters().get('alpha') == 'All')
           s='%';
       else
           s= apexpages.currentpage().getparameters().get('alpha')+'%';
      
       contactListQuery= 'select id,name,phone from contact where name like' +'\''+s +'\''+ 'limit 5000';          
        return null;
    }
   
  
   
    public List<contact> getDisplaySelectedList(){
        updateSelectedContact();
        List<contact> displaycon = new list<contact>();
        displaycon.addall(selectedcontact);
        return displaycon;
    }
      
    public class contactSet {
        public Boolean checked{ get; set; }
        public contact ocontact { get; set;}

        public contactSet(){
            ocontact = new contact();
            checked = false;
        }
        public contactSet(contact c){
            ocontact = c;
            checked = false;

        }
        public contactSet(contact c,string s){
            ocontact = c;
            checked = true;

        }
    }
   
 
}
getCurrentList populates the currentList in the page. refreshList2 will refresh the list when the link on top of the page to filter the contact is clicked.

This concept can be extended to multiple fields in the List .

Saturday, March 10, 2012

Hierarchy in VisualForce

This is an example of how to build a hierarchy Lists in VF page with select checkboxes. It will have a checkbox at parent level with which you can select all the child automatically. It has a neat link with which you can show or hide children under a parent row. It uses jquery libraries for achieving this. It has a list of accounts with each accounts displaying all its contacts in a hierarchy view.

Apex Class

public class accconhierarchy {
    Private list<account> acc;
   
    public List<accountWrap> accountList { get; set; }
    public accconhierarchy (){
        List<contactWrap> cw;
        accountList = new List<accountWrap>();
        acc = [select id,name,industry,billingcountry,createdbyid,(select id,name,email,phone from contacts) from account limit 20];
        for(account a:acc){
            cw = new list<contactWrap>();
            For(contact co : a.contacts){
               cw.add(new contactWrap(co));
            }
            accountList.add(new accountWrap(a,false,cw));
        }
    }
   
    public class accountWrap{
        public account oAccount{get;set;}
        public boolean isSelected{get;set;}
        public List<contactWrap> contactset{get;set;}
        public accountWrap(account a,boolean b, List<contactWrap> c){
            oAccount=a;
            isSelected=b;
            contactset =c;           
        }
    }
   
    public class contactWrap{
        public contact oContact{get;set;}
        public boolean isSelected{get;set;}       
        public contactWrap(contact a){
            oContact=a;
            isSelected=false;                      
        }
    }
   
}


Visualforce Page

<apex:page controller="accconhierarchy">
  <apex:form >
      <apex:pageBlock >
      <style type="text/css">
        .showContacts {
            background: transparent url('/img/alohaSkin/twisty_sprite.png') 0 0 no-repeat;
        }
        .hideContacts {
            background: transparent url('/img/alohaSkin/twisty_sprite.png') 0 -11px no-repeat;
        }
    </style>
                  <apex:outputPanel layout="none"
                        rendered="{!accountList.size!=0}">
                        <table id="tableAccount" class="list" border="0" cellpadding="0" cellspacing="0">
                            <thead>
                                <tr class="headerRow">
                                    <th class="actionColumn">Action</th>
                                    <th>Account Name</th>
                                    <th>Industry</th>
                                    <th>Billing Country</th>
                                    <th>Createdby</th>
                                </tr>
                            </thead>
                            <tbody>
                            <apex:repeat id="repeatAccount"
                                value="{!accountList}"
                                var="item">
                                <apex:variable var="acc" value="{!item.oAccount}" />  
                                <tr id="{!$Component.repeatAccount}:account" class="dataRow">
                                    <td class="actionColumn">
                                        <apex:inputCheckbox id="selectAccountRow"
                                            value="{!item.IsSelected}"
                                            onclick="javascript:toggleSelectAll(this, '{!$Component.repeatAccount}');"/>
                                    </td>
                                    <td class="dataCell">
                                        <apex:outputLink id="linkShowHide" value="javascript:toggleContactRow('{!$Component.repeatAccount}')">
                                            <img id="{!$Component.repeatAccount}:Img" src="/s.gif" class="showContacts" border="0" height="11px" width="11px" style="padding-right: 4px;"/>
                                            <apex:outputField value="{!acc.Name}" />
                                        </apex:outputLink>
                                    </td>
                                    <td class="dataCell"><apex:outputField value="{!acc.Industry}" /></td>
                                    <td class="dataCell"><apex:outputField value="{!acc.billingcountry}" /></td>
                                    <td class="dataCell"><apex:outputField value="{!acc.CreatedById}" /></td>
                                </tr>

                                <tr id="{!$Component.repeatAccount}:Contact" class="dataRow" style="display:none;">
                                    <td colspan="100" style="padding:10px; padding-left: 45px;">
                                        <h3>Contacts</h3>
                                        <br/>                                       
                                        <apex:outputPanel layout="none">                                           
                                            <table id="tableAccountContacts" class="list" border="0" cellpadding="0" cellspacing="0">
                                                <thead>
                                                    <tr class="headerRow">
                                                        <th class="actionColumn">Action</th>
                                                        <th>Name</th>
                                                        <th>Email</th>
                                                        <th>Phone</th>
                                                    </tr>
                                                </thead>
                                                <tbody>
                                                <apex:repeat id="repeatAccountContacts"
                                                    value="{!item.contactSet}"
                                                    var="subitem">
                                                    <apex:variable value="{!subitem.oContact}" var="con" />
                                                    <tr class="dataRow">
                                                        <td class="actionColumn"><apex:inputCheckbox id="selectContactRow" styleclass="ContactCheckbox" value="{!subitem.IsSelected}"/></td>
                                                        <td class="dataCell"><apex:outputField value="{!con.Name}" /></td>
                                                        <td class="dataCell"><apex:outputField value="{!con.email}"/></td>
                                                        <td class="dataCell"><apex:outputField value="{!con.phone}" /></td>                                                       
                                                    </tr>
                                                </apex:repeat>
                                                </tbody>
                                            </table>
                                        </apex:outputPanel>
                                    </td>
                                </tr>
                            </apex:repeat>
                            </tbody>
                        </table>
                    </apex:outputPanel>
 <script src="//ajax.googleapis.com/ajax/libs/jquery/1.7.1/jquery.min.js" type="text/javascript"></script>
 <script>
        jQuery.noConflict();
        function toggleContactRow(rowId) {
            try {
                var AccountImg = jQuery(document.getElementById(rowId + ":Img"));
                var ContactsRow = jQuery(document.getElementById(rowId + ":Contact"));
                if (AccountImg.hasClass("hideContacts")) {
                    AccountImg.attr("class", "showContacts");
                    ContactsRow.hide();
                }
                else {
                    AccountImg.attr("class", "hideContacts");
                    ContactsRow.show();
                }
            }
            catch (e) { alert(e); }
        } 

        function toggleSelectAll(elCheckbox, rowId) {
            try {
                var SelectAll = jQuery(elCheckbox);
                var ContactsRow = jQuery(document.getElementById(rowId + ":Contact"));
                ContactsRow.find(".ContactCheckbox").each(function() {
                    jQuery(this).prop("checked", SelectAll.is(":checked"));
                });
            }
            catch (e) { alert(e); }
        }

    </script>
    </apex:pageBlock>
  </apex:form>
</apex:page>

JS function toggleContactRow is used to show or hide contacts and toggleSelectAll is for header level checkbox at the parent Level.