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  • Tag: Salesforce.com Certified Force.com Developer

    • Using Topics to Organize Records

      Posted at 3:05 PM by Rakesh Gupta, on January 30, 2014
      Organize Records

      Organize Records

      Till date we used topics in Chatter to organize post by common themes. In Spring’14 release Salesforce.com comes with a new feature called as “Topics for Objects“, So we can organize records by using topics same as Chatter.Topics helps to organize records in a better way and make search easier for you. To use  “Topics for objects” Chatter is not required to enable. For exiting organization “Topics for objects” aren’t enabled for any objects by default. Administrators must choose which objects to enable. It’s available in all editions. For organizations created after the Spring ’14 release, topics are by default enabled for all available standard objects. Administrators must choose which custom objects to enable. These organizations don’t have public tags on records.

      Note:-  Enabling topics for an object disables public tags on records of that object type, and the public tags aren’t migrated to topics. Personal tags aren’t affected. If administrators disable topics for an object, all public tags on records of that object type are restored.

      Enable Topics for Objects

      System administrator can enable “Topics for objects” for accounts, assets, campaigns, cases, contacts, contracts, events, leads, opportunities, tasks and custom objects. to do that follow the below steps:-

      1) Click on Name | Setup | Customize | Topics | Topics for Objects.
      2) Select an object.
      3) Select Enable topics for that Object.

      Enable Topics for Objects

      Enable Topics for Objects

      4) Next step is select field for topic suggestions. There are two ways for this.
      a) Use topic suggestions from default fields. For this select “Use topic suggestions from default fields” check-box.
      b) Another way is you can select fields for suggestion. For this Unchecked “Use topic suggestions from default fields” check-box and select field from list.

      Fields for suggestions

      Fields for suggestions

      5) Click on Save.

      Note:- For custom object you have to select the fields that you want to use for topic suggestions.

      Add Topics to Records

      Now we are ready to use “Topics for objects” for account records as I already enabled it.To do that follow the below step:-

      1) Go to the record detail pages and click on “Click to add topics” link top of the page under the record name.

      Click to Add topics

      Click to Add topics

      2) It will Open a Topic Editor, Where you can Enter/Type multiple topics separated by comma(,) or Select topics from the list of suggestions.Commas ( , ) and closing square brackets ( ] ) automatically end a topic.

      Add Topics

      Add Topics

      3) When you’re done adding topics, click Done or press Enter.

      Note:- A records can have up to 100topics.

      Use Topics for search

      You can use topics to filter your list view. In list view creates a new view and in filter criteria use topics as shown in below image.

      List View

      List View

      Click on Save button and it will show all records that tagged with same topics (That you mentioned in filter criteria).

      List View search result

      List View search result

      Point to remember:-  If you already added topics to records and want to add/Remove topics then click on “Topics” link top of the page under the record name.

      Add and Remove Topics

      Add and Remove Topics

      Posted in Chatter, Spring'14 Release | 14 Comments | Tagged ADM 201, COn201, dev 401, DEV401, Manage records in Salesforce, sales cloud consultant, salesforce admin certification cost, Salesforce Spring14, Salesforce Spring14 release, Salesforce Spring14 release notes, Salesforce.com Certified Force.com Developer, salesforce.com certified force.com developer - study guide, sfdc Dev 401 exam, sfdc developer exam, Slaesforce sales cloud consultant exam, Spring14, Spring14 release, Topics, Topics in Salesforce, Tppics for objects, Using Topics to Organize Records
    • Book Review : Visualforce Development Cookbook

      Posted at 11:52 AM by Rakesh Gupta, on November 27, 2013
      Visualforce Development Cookbook

      Visualforce Development Cookbook

      First of all thanks to Packt Publishing and “Merwyn Fernandes” to give me a copy of this book for review. From Feb 2011 I am working on this platform. I always follow blog and tips shared by my Guru/Teacher Bob Buzzard Aka Keir Bowden on various channels. It’s a great privilege for me to share the review of “Visualforce Development Cookbook” Authored by Bob Buzzard aka Keir Bowden.

      What is this book all about?
      This book is for Salesforce experienced professional or Newbie, who have basic understanding of Visualforce. This book contains over 75 recipes that will help you to improve your knowledge with Visualforce. I was really impressed how thorough this book is, it covered lots of recipes. This is a book that covers all sorts of topics related to Visualforce development in ONE SINGLE book and this is the one.You will also learn the various way to improve UI by using Visualfroce. One Advantage to buy this book is it will solve your day-to-day technical issues that developer facing while development, So it will save your precious time once you have this book.

      Who is this book for?
      As per my understanding, this book is for all developers who have basic understanding of Visualforce. Once you complete this book you will be the master of Visualforce.

      How the book Organized?
      This book contains over 75 recipes over 334 pages. These recipes boost your knowledge and understanding with Visualforce.This book is organized in 9 Chapters and includes all aspects of Visualforce development like JavaScript, Vissualforce Charts, Force.com Sites and JQuery Mobile and much more.The Visualforce Development Cookbook is a list of common problems and code examples on how to solve them.Recipes are well described like Business use cases for recipes, Images (to understand more about requirement), Steps are very easy to follow and with Output. You won’t find any problem to follow steps for recipes.

      Few reasons to buy this book?
      1) If you want to boost your knowledge with Visuaforce and want to know the various way to use it.
      2) If you want to learn Visualforce Charts, JQuery Mobile, it’s very hard to find proper documentation on these topics.
      3) Various way to improve User interface by using Visualforce.
      4) This is a handy guide for developers to Solve day-to-day developments problems.
      5) Finally to learn form Bob Buzzard Aka Keir Bowden experience & knowledge.

      Posted in Book Reviews | 1 Comment | Tagged ADM 201, ADM 201 Apex trigger Con 201 Count records in a related list dev 401 DEV401 how to create workflow in salesforce istest annotation Istest in salesforce Related list sales sales cloud consultant salesf, ADM201, Apex trigger, Capturing Data Using Forms, Con 201, Creating a bar chart, Creating a stacked bar chart, Creating a Visualforce report, Custom controller, dev 401, DEV401, jquery, Jquery mobile, Managing Multiple Records, Managing Records, mobile, Salesforce.com Certified Force.com Developer, Scanning the QR code to access the pageScanning the QR code to access the page, visualforce, Visualforce Charts, Visualforce Development Cookbook
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