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? [...]
I must admit that when I first heard about using a wrapper class in a Visualforce page I did not really grasp the concept. Reading the developer docs and reading other blogs didn’t really help either. It was only when I came across a practical use case that the concept really sunk in and I thought I would share that here for any other developers trying to make sense of the idea. [...]
A reader recently asked me how to hide and display a button within the content of a Visualforce page. The person read another post from many years ago where I was displaying and hiding a button using an sControl. Feel free to review that post (Hiding & Displaying Buttons in the Page Layout) in order to familiarize yourself with the topic as it was initially introduced. [...]
I built this great Visualforce page where I display and allow for editing of many records at once. The initial business requirement was for only a few hundred records to be used in this application but, as usual, requirements morphed and now the business wants to be able to use this app for thousands of records. So guess what... we now encounter the "System.LimitException: Apex heap size too large" governor limit. WTF! [...]
Anyone with a lot of Apex code in their production Salesforce org knows that the more code you have the more tedious deploying new code to that org becomes. One of the orgs I work in has some triggers that get turned off and on for reasons that only the business owners understand. As any developer understands turning off a trigger is much easier than an Apex class, which is where we often encounter deployment issues. [...]
Almost four years ago I wrote the first post for this blog. That post had to do with passing field values in a URL in order to populate those values on an edit page. What's interesting is that the original post still gets a ton of traffic. So I'd like to expand on that topic again in this post and illustrate how you can build on that original logic in order to do something useful. In this case, I want to create a custom button that will clone a User record and remove certain fields so that I don't have to fill out so much information when I create new Users. [...]
I've been developing a lot of batch Apex routines lately. The nature of batch Apex is that it can run whenever resources are available and process many records while being more flexible with platform governor limits. So I might schedule a job to run and it could take anywhere from a few minutes to many hours. Many variables impact the run time of a batch routine. Things like the number of records being processed or platform resource availability. [...]
Here is an example regarding the use of the pattern and matcher methods in an Apex class. For this particular code sample I am using the methods to check a passed text string for the occurrence of leading zeros in the string and removing them when they exist. The code I have written here was actually used on a project where I had to validate that User records contained a valid EmployeeNumber value. And, as you probably know, this particular field is editable by users and is stored as text in the database. Rather than go through the trouble of creating another Number type field on the User object I thought it would be easier and less disruptive to simply check the value when I needed to reference it in any Apex logic. [...]
Today I participated in an online meeting, which discussed some of the "best practices" for testing Apex code, Visualforce pages, etc. One of the topics that was pretty much skipped but came up during the Q&A portion of the meeting was regarding how to ensure that the test code you write refrains from grabbing any actual live production data and only grabs the records created to facilitate the test. They discussed one way to do this but I have another and I thought it could be useful to other developers. [...]
I found this great post/tutorial (Modal Dialogs in Visualforce using the Yahoo! User Interface Library) regarding the use of the Yahoo! User Interface (YUI) Library within Visualforce pages. But what if you work for a business that uses Internet Explorer (IE) as the standard / supported browser across the enterprise? You get the security warnings dialog when accessing the Visualforce page, of course. [...]
I recently attended the Buffalo Salesforce User Group meeting. During the session a guest speaker conducted a demo of some development he did for his company's production Salesforce org. One of the items he touched on that spurred a lot of discussion was a custom button he built to pass a value to a report from a detail page of a given record. The resulting discussion was surprising because I really didn't know that so many admins were unaware of the benefits of creating these custom buttons. And, after participating in the discussion, I thought that this would be a great topic for a blog post because there is so much that you can do if you understand this relatively simple trick. [...]
Sometimes, I really dislike Visualforce... Last week I spent a ton of time troubleshooting a display issue for a page that was built by another developer. The issue was that the DateTime field for an object was not displaying properly. It was showing the value in GMT and not the timezone of the user. After spending way too much time reviewing everything I decided to build a custom Visualforce component to eliminate the problem altogether. [...]
More than a while ago, I wrote about populating query results to a picklist for use in a Visualforce page. That post receives a lot of traffic and I get some additional emails regarding that topic. So I thought I would put together another post similar to that one but with a bit of a twist. In the sample I will cover in this post I am going to show you how to use the methods for the Describe Result sObject in order to create picklists within Visualforce pages. [...]
I make everyone on my team track their time using a custom Time_Card__c object in our Salesforce org. At the end of each pay period I have to update the Status field on these Time_Card__c records to something and most often the status is set to 'Paid.' Since it can be frustrating to update many records repeatedly to the same value and some folks don't like using the Excel Connector or Data Loader to perform mass updates, I thought that it would be easier to create a custom button where I could select the records from a Time Card list view or Project Detail page related list and then click a button and have Salesforce update the records in mass via JavaScript. [...]
Have you rolled out the Ideas functionality for your Salesforce org? If so, do you have the need to report on the Ideas by profile or role or some other field? An administrator at one of the businesses I support contacted me and asked why he couldn't create a report to show the number of votes by specific Users in his org. The management team decided that they would hold a competition to see who is using the Ideas functionality the most and they weren't able to create a report to provide the details they were seeking. [...]
A few years ago I wrote a post about how to populate information into Salesforce fields by navigating the User from page to page. I received a lot of good feedback on that post and the logic for it pretty much remains unchanged today. The intent of that original post was to identify how an administrator could use button overrides to get a User from one page to another and still auto-fill some of the details for the next page on behalf of the User. Go here to see my original post. [...]
I recently encountered an 'Invalid Query Locator' error while developing a batch Apex class that took me too long to resolve. I was able to trial & error my way through it until I got the code to work but I found it very frustrating that I was unable to find a solution on another developer board or blog. So here's my attempt at helping others that may encounter this problem. [...]
Standard Salesforce functionality allows for the reassignment of Contacts and open Opportunities when the Account to which these records are associated is reassigned to a new User. Clicking the "[change]" link next to the Account Owner field on the Account detail page will allow you to step through a process by which you select a new Account owner and save the changes. Once the changes are made the system will go out and reassign all Contacts and all open Opportunities owned by the old Account Owner to the new Account Owner. This is useful and so automatic that you may not even be aware that it happens. [...]
One of the most difficult concepts for me to get my head around after the Winter '10 release was that of bulk triggers. In the release documentation I read a line stating 'All triggers are bulk triggers by default, and can process multiple records at a time.' [...]
I learned something new today and thought it should be passed on. In an earlier post I wrote about how the Data Loader will not insert null values when using the Bulk API. It turns out that the API will insert null values but you need to use the text '#N/A' as the value instead of leaving the value blank. [...]
Earlier this week I attended the Denver Salesforce User Group meeting. One of the attendees was a new user and asked the group if others were using the web-to-lead functionality. Some were capitalizing on this functionality but, to my astonishment, not everyone. Many of the folks that began discussing this topic expressed frustration over how to implement and concerns about spam. One of the respondents indicated that they went live with the functionality on one of their web forms but had to pull it down because they were receiving way too many spam leads. [...]
Part of the Salesforce Winter '10 release was something that the release notes and folks at salesforce.com refer to as the Bulk API. Also, you may have read that the 'Bulk Loader' is now available and it will now take longer to count the records than it will to load them, blah, blah, blah... Since I work with customers that have large numbers of records I thought I would look into getting the 'Bulk Loader' and using it to tweak some 3 million account records in a Sandbox. [...]
Let's say that you're building a Visualforce page and you want to provide a picklist option for your users on the page. If the field where you want to store the selection is a picklist then you have no issue because the field definition will define that the page display a picklist when the Visualforce page is rendered. However, let's say that you want to display a picklist option based on a query from another object. How would you do that? [...]
I was on a call today with a client that constantly uses the Mail Merge functionality of Salesforce. It is important for their business to send out a lot of direct mail pieces. Anyway, they were unaware of the Extended Mail Merge capability of Salesforce and it surprised me because they have been Salesforce subscribers for many years now. So I took a few moments to demonstrate the Extended Mail Merge features and I also thought that this would be a good topic to write about on the site. [...]
I ran into an issue today and I've encountered it in the past but I couldn't find the code I originally wrote to resolve the problem. For this reason, I am going to post the code and the issue here so I can find it again in the future. Additionally, it might prove useful for some other developers and they should feel free to take it from this post. [...]
As you know, salesforce.com has taken many steps to ensure that their app is secure. The primary security features call for the use of a security token appended to the standard Salesforce login credentials or a confirmation message to enable login from specific computers/laptops. For most Salesforce customers these security features were a welcomed addition but to developers these security features caused some headaches. [...]
If you have ever been an administrator of Salesforce for any organization, you have inevitably had to request that a user grant you login access in order to assist them with a question or issue for which they requested your assistance. I know whenever I needed someone to grant me login access to their Id I would send them an Email with instructions. [...]
When we were building the Messages Application for the AppExchange we encountered a little glitch that I think many Salesforce developers encounter but not all know how to remedy. The problem we ran into was that at times the highlighting of the Home tab would go away as we navigated to some of the sControls used within the app. [...]
Lately I've been seeing more and more postings on many of the Force.com message boards around the use of buttons inside the Salesforce application. Primarily people are interested in passing information using buttons and in some cases hiding buttons when certain criteria are met. Since this seems to be a hot topic lately I thought I would share with you a simple way to accomplish the goal of displaying a button when certain criteria is met and otherwise hiding the button. [...]
Many new salesforce.com AJAX developers ask me how I am able to build my sControls into a frame and get the sizing setup in such a manner to prevent scrollbars. Over the years I've tried many different JavaScript functions but found that one works better than any I've seen. For those reading this that might be unfamiliar with what I'm referring too I've included a screenshot. [...]
I recently was asked about the custom colors and icons that we use for our Link Management Application and the person was wondering how they could incorporate the use of those colors into their sControls. Since I had to put all of that information together for our App, I decided why not share that with everyone as some type of reference? So here's a little background on why this information is useful. [...]
Back in the day salesforce.com used a popup window to allow for date selections on their edit screens. Their new functionality by which the date is selected from inside the page itself is much more slick and I wanted to take a few minutes to show you how this works. The first part of this sControl are the usual include files. [...]
From time to time, there may be a need to mimic the lookup functionality from standard salesforce.com edit pages into a custom sControl. In this example, I am going to show you how to mimic the lookup field for "subject" that you would normally find on the Task edit page. The concepts covered in this example are built off some other concepts I've already done examples for on this site so please feel free to review some of our other examples prior to trying this one. [...]
Have you ever created an sControl and needed to use a picklist? If you've done this and hard-coded the picklist values into the sControl code then you understand that it can be a pain if the picklist options (or business requirements) change. [...]
For my example I am going to pre-populate some fields on the contacts object. Now the contacts object (like all salesforce objects) has what salesforce sometimes refers to as a front door for the URL. Quite simply the front door for the contacts tab is "/003/o". The front door for a new contact would be "/003/e". If you want to see what the front door is for any object simply click the tab for the object. The front door is the three characters directly following the ".salesforce.com/" portion of the URL while you are on the tab's "home" screen. Further examples; Opportunities home is "/006/o", Accounts home is "/001/o". If you want to add a new record for the object you simply change the "o" portion of the front door to an "e". I know I wrote that the front door was three characters but I think you get my drift here. [...]
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