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Salesforce : Quick Tips: Mass Upload Roles

Recently, I was working on a project, wherein the organization was undergoing complete restructuring (merger, re-organization) and added to that re-vamp of CRM to improve Sales operations. As an integral part of data security. There was a need to review and redesign role hierarchy. Long story short, we ended up with a large list of roles (400+).

We could have assigned someone to manually create these roles, but due to obvious reasons, I wanted to get this handled via script. I want to share a quick code snippet which can help you generate roles en-masse, without having to put in boring and gruesome hours of manually creating roles.

[Important: This solution will work when you have unique role names] SETUP Create the top level role manually at desired hierarchy level. For e.g. in our sample script, we used "CEO" role to build new hierarchy under CEO role
DATA PREPARATION Firstly, as an approach of user onboarding we followed following steps:

Created a list (Excel file) of use…
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Quick Tips: Setup SFDX Manually without Admin access

We all have faced challenges while working in different enterprise environments, where there may be lot of controls/ checks/ red-tape to get by. In such situations, getting access to simple tools (even git) can take lot of time.

Note: This tutorial is to be followed at your own risk, as it may not be complaint to your organization's IT policies.

What is SFDX? SFDX is a command line utility for managing salesforce builds/ deployments. Being command line, it can be easily embedded to automation chains, to help build fully automated build and deployment processes. To get started, refer https://trailhead.salesforce.com/en/content/learn/trails/sfdx_get_started

Setup SFDX on Windows machine without admin access As you may have already realized, SFDX installation needs admin access to one's machine. Which may be a luxury a lot of developers may not have. So, i tried to provide a step-by-step guide to setup SFDX on your computer without any admin access Steps:Note: The path in comman…

Time to Migrate from Salesforce Force.com IDE to VS Code

Why? In case you don’t know Salesforce is phasing out Force.com IDE (planned for June 2018) to promote newer IDE choices. There are already many IDEs out there to take Eclipse based Force.com IDE’s place. However, Salesforce is officially promoting Microsoft Visual Studio Code (aka VS Code) as official IDE.

What is VS Code? VS Code is a platform-independent, light-weight and keyboard focused IDE for Salesforce (sorry for folks who loved menus and GUI). VS Code does have visual menus and options, however, using keyboard shortcuts is just do damn fast. There is surely some learning curve involved. But, once you get rolling, you would hate using mouse, as it takes a lot of work to raise your hand, move mouse, point and click and navigate, when you can just press “Ctrl + /” to comment current code selection.

VS Code featuresLightweight – In case  you have worked a lot with Eclipse, you might have noticed that it was a memory hogging tool. To much relief, VS Code is a comparatively very l…

Sneak Peek: Lightning Web Components

With latest announcement of Lightning Web Components, Salesforce development ecosystem (Lightning Platform) moves one step closer to using web standards of UI development. It is definitely quite welcome move, as it helps in learning and utilizing skills which are not confined to Salesforce ecosystem.

You must read this official Salesforce blog post to get more background details on why and what of lightning web components.

Background User interface development has evolved drastically in past decade. With introduction of AngujarJS (2010), javascript based front end development became more modularized and then with React (2015) it became much faster, lightweight and component driven. So, front end layer is no longer confined to lightweight ui and graphics. Instead, with Single Page Applications (SPA), you can have pretty much an entire application running on browser (serverless).
Web Components "Web Components is a suite of different technologies allowing you to create reusab…

Lightning: Generate PDF within Lightning Experience with Salesforce Data

Some time back I posted a solution to generate PDF from Lightning components using in-memory data.
Post url:http://www.vermanshul.com/2017/07/lightning-generate-pdf-from-lightning.html

It was developed for a specific scenario, wherein we need to generate PDF where:
User interface is Salesforce classicInitiated via Lightning ComponentData doesn't exist within Salesforce and is completely in-memory As complex and tricky this situation was, we did end up finding a stable and equally tricky solution.

However, I realize that there are still lack of solutions (or maybe my search skills are downgrading) to generate and automatically download PDF document from Lightning Experience, without using any lightning components, wherein data exists within Salesforce. You can use the earlier solution in that case, but it will be an overkill.

There are various solutions available to generate PDF from javascript. But, I still think the plain old method of converting HTML to PDF (via visualforce PDF g…

SFDX Utility - Easy to use Command Line Wizard

As you would already know, SFDX is Salesforce utility for improved build management and development activities. It is definitely a big leap in terms of bringing Salesforce development practices in line with common delivery and development processes.

However, I believe non-admins, new developers and most of folks who love browser based development will be puzzled, as they now have to move to a not-so-good-looking command line screen to run their commands. Not to mention, they need to remember these commands and all their options.

Who is it for? This utility (currently) caters to teams/ developers who are yet not using scratch org for their development. I consider you are familiar with managing package.xml to ensure you have your build manifest ready.
What is the need?
Eases pain of entering common development commands (retrieve, deploy, build)With one time config, you'll be sure you are not messing up with instancesEnsure you or your team follows same process

What does it do?Retrie…

Quick Tips: 6 Hidden Salesforce Gems you may not be using

Salesforce is undoubtedly a leader in cloud CRM and has an immensely rich set of features and capabilities. Yet, I've come across several Salesforce customers who are not quite familiar with all the capabilities of Salesforce. As I see it, it not only shadows the value that an organization can get from its Salesforce investments, but sometimes it also leads to additional costs or delays. Not to forget, you are probably already paying for some or all of these features, but may not be using them.

So, here is a quick list of some awesome Salesforce features which are sometimes overlooked, but are worth looking into. Do keep in mind that some of these feature depend on user licenses and Salesforce instance type you are using. For more information refer to Salesforce documentation to get complete information on these features.

Force.com Sites Do you know you can host a whole website (yes public facing) from within your Salesforce instance. It's often not marketed a lot currently. B…