Monday, 11 August 2014

Getting record from other Salesforce organization Using Apex and SOAP Web Service API

In this article, i will explain the code which can be used for connecting and getting the records from different or multiple salesforce organization using Apex and REST Service.
To start first we will need to authorize below two URL which can be accessed from salesforce environment.
This can be done from “Setup | Administration Setup | Security Controls | Remote Site Settings”
  1. https://www.salesforce.com
  2. https://ap1.salesforce.com

This application will prompt for the Username and Password of the other salesforce account and display the 10 records of the Account.


Apex Code:

1public with sharing class FetchAccount {
2
3    //Login Domain May be test, prerellogin.pre
4    String LOGIN_DOMAIN = 'www';
5    public String pwd{get;set;}
6    public String userName{get;set;}
7    public List<Account> acc{get;set;}
8    public String errMsg{get;set;}
9    public String displayError{get;set;}
10
11    public FetchAccount()
12    {
13        displayError = 'none';
14    }
15
16    public void fetch()
17    {
18        errMsg  = 'Some error occurred, please try again';
19        try
20        {
21        //-----------------------------------
22        // Login via SOAP/XML web service api
23        //-----------------------------------
24        HttpRequest request = new HttpRequest();
25        request.setEndpoint('https://' + LOGIN_DOMAIN +'.salesforce.com/services/Soap/u/22.0');
26        request.setMethod('POST');
27        request.setHeader('Content-Type', 'text/xml;charset=UTF-8');
28        request.setHeader('SOAPAction', '""');
29        //not escaping username and password because we're setting those variables above
30        //in other words, this line "trusts" the lines above
31        //if username and password were sourced elsewhere, they'd need to be escaped below
32        request.setBody('<Envelope xmlns="http://schemas.xmlsoap.org/soap/envelope/"><Header/><Body><login xmlns="urn:partner.soap.sforce.com"><username>' + userName+ '</username><password>' + pwd+ '</password></login></Body></Envelope>');
33        Dom.XmlNode resultElmt = (newHttp()).send(request).getBodyDocument().getRootElement()
34          .getChildElement('Body','http://schemas.xmlsoap.org/soap/envelope/')
35          .getChildElement('loginResponse', 'urn:partner.soap.sforce.com')
36          .getChildElement('result', 'urn:partner.soap.sforce.com');
37
38        //-------------------------------
39        // Grab session id and server url
40        //--------------------------------
41        final String SERVER_URL = resultElmt.getChildElement('serverUrl','urn:partner.soap.sforce.com') .getText().split('/services')[0];
42        final String SESSION_ID = resultElmt.getChildElement('sessionId','urn:partner.soap.sforce.com') .getText();
43
44        //----------------------------------
45        // Load first 10 accounts via REST API
46        //---------------------------------
47        final PageReference theUrl = new PageReference(SERVER_URL +'/services/data/v22.0/query/');
48        theUrl.getParameters().put('q','Select a.Phone, a.Name, a.CreatedBy.FirstName, a.CreatedById From Account a limit 10');
49        request = new HttpRequest();
50        request.setEndpoint(theUrl.getUrl());
51        request.setMethod('GET');
52        request.setHeader('Authorization', 'OAuth ' + SESSION_ID);
53
54        String body = (new Http()).send(request).getBody();
55
56        JSONParser parser = JSON.createParser(body);
57
58        do{
59            parser.nextToken();
60        }while(parser.hasCurrentToken() && !'records'.equals(parser.getCurrentName()));
61
62        parser.nextToken();
63
64        acc = (List<Account>) parser.readValueAs(List<Account>.class);
65        }
66        catch(Exception e)
67        {
68            displayError = 'block';
69        }
70
71    }
72}

Visualforce Code:

1<apex:page controller="FetchAccount" standardStylesheets="true">
2<style type="text/css">
3.errorMsg{
4    font-size:0.8 em;
5    color:red;
6}
7</style>
8<apex:pageBlock >
9<apex:form >
10<apex:outputLabel value="UserName : " for="userName"/>
11<apex:inputText required="true" id="userName" value="{!userName}" />
12<br />
13<apex:outputLabel value="Password : " for="pwd"/>
14<apex:inputsecret id="pwd" value="{!pwd}"/>
15<br />
16<apex:commandButton id="getRecords" value="Get Records" action="{!fetch}"rerender="wrapper" status="waitStatus" />
17<apex:actionStatus startText="Requesting..." stopText="" id="waitStatus"/>
18<hr />
19<apex:outputPanel id="wrapper">
20<div class="errorMsg" style="display:{!displayError}"> {!errMsg} </div>
21<apex:pageBlockTable value="{!acc}" var="account" id="accTable"rowClasses="odd,even" styleClass="tableClass">
22 
23    <apex:column >
24        <apex:facet name="header">Account Name</apex:facet>
25         <apex:outputText value="{!account.name}"/>
26    </apex:column>
27 
28    <apex:column >
29        <apex:facet name="header">Created By</apex:facet>
30         <apex:outputText value="{!account.CreatedBy.FirstName}"/>
31    </apex:column>
32 
33    <apex:column >
34        <apex:facet name="header">Phone</apex:facet>
35         <apex:outputText value="{!account.Phone}"/>
36    </apex:column>
37 
38</apex:pageBlockTable>
39</apex:outputPanel>
40</apex:form>
41</apex:pageBlock>
42</apex:page>
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Thursday, 19 June 2014

Application Setup & Customization Menus













Click Your Name
Choose Setup

Personal Setup Overview


The Personal Setup section contains setup and customization options to help each Advologix User to personalize much of the Advologix application for their use.

Personal Setup ~ My Personal Information


Expand the My Personal Information folder under Personal Setup to access the following options:
· Personal Information—Edit your user information,create quotas, view login history, and more.
· Change My Password—Change your password.
· Reset My Security Token—Reset the security token that you may need to log into Salesforce from outside your company's trusted network.
· My Groups—Add, update, or delete your personal groups.
· Change My Display—Customize your display of tabs and related lists.
· Grant Login Access—Allow salesforce.com Customer Support representatives or your administrator to log in to your account.
· Calendar Sharing—Allow other users, personal and public groups, roles, or roles and subordinates to view your calendar.
· Reminders—Set your personal preferences for activity reminders.
· Record Type Selection—Set your preferences for automatic selection of default record types.

Personal Setup ~ Email


Expand the Email folder under Personal Setup to access the following options:
· My Email Settings—Set your outbound email settings.
· My Templates—Create and edit your own email templates.
· My Stay-in-Touch Settings—Set your preferences for emails requesting contact information updates.
· My Mass Emails—View the status of my Mass Emails

Personal Setup ~ Import


Expand the Import folder under Personal Setup to access the following options:
· Import My Accounts & Contacts—Import accounts and contacts that you own.

Personal Setup ~ Desktop Integration


Expand the Desktop Integration folder under Personal Setup to access the following options:
· Check for Updates—See what desktop client versions you have and install update.
· Salesforce for Outlook—Install Salesforce for Outlook to integrate your data with Microsoft® Outlook.
· Force.com Connect Offline—Install Connect Offline to work remotely when you are not online.
· Chatter Desktop—Chatter Desktop is a free desktop application that lets you collaborate in Chatter without a browser. Use Chatter Desktop to post and comment in Chatter, and receive updates about the people, records, and files you follow and your groups. Chatter Desktop also displays Chatter updates in popup notifications.

Personal Setup ~ My Chatter Settings


Chatter Desktop is enabled for most organizations, but administrators can control access to Chatter Desktop as follows:

Expand the My Chatter Settings folder under Personal Setup to access the following options.
  • My Feeds
~ Automatically follow records you created
~ Receive approval request as private Chatter posts
  • Chatter Email SettingsConfigure when and how frequently you want Chatter to send you emails

Personal Setup ~ My Social Accounts and Contacts Settings


The Social Accounts and Contacts feature lets you view social network profiles and other social information for your accounts, contacts, and leads, directly in Salesforce. Easy access to this information provides your sales users with social sales intelligence that they can use to better meet existing and potential customers’ needs.

App Setup Overview


The App Setup page, accessed by clicking Your Name | Setup | App Setup, contains options to customize Salesforce, and build, deploy, and manage applications.
Customize
Customize the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization.
Create
Use point-and-click tools to customize Salesforce and build your own applications to meet the needs of your business. These tools do not require any programming knowledge.
Develop
Use Salesforce development tools to customize Salesforce and build your own applications. These tools may require some programming knowledge.
Deploy
Monitor the deployments of setup configuration from Force.com IDE, Force.com Migration Tool, and other clients.
Note:Force.com IDE is a resource provided by salesforce.com to support its users and partners, but is not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
Schema Builder
Schema builder provides a drag-and-drop interface that lets you add new custom objects, fields, and relationships to your schema.
Installed Packages
View and manage the packages that have been installed from AppExchange.
AppExchange Marketplace
Browse and search AppExchange.
Critical Updates
Control when critical updates are enabled in your organization.

App Setup ~ Customize


You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization. To tailor for your organization, you can customize the display of the various tabs and other items.
Click Your Name | Setup | Customize and then select a link to view the following customization options:
Tab Names and Labels
Rename the labels for standard Salesforce tabs and fields.
Home
Add a logo, dashboard, or links to the Home tab and create additional home page layouts for different users.
Activities
Customize various options for tasks and events such as fields, page layouts, record types, validation rules, search layouts, and buttons. Also, enable or disable functionality like activity reminder popups and recurring events.
Campaigns
Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also configure Campaign Influence.
Campaign Member
(Located under Campaigns) Edit fields, create validation rules and triggers, control the layout, and create custom buttons and links.
Leads
Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also set up lead queues, assignment rules, lead settings, and online lead capture.
Accounts
Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and for Enterprise, Unlimited, and Developer Edition organizations, create record types and set up account teams.
Person Accounts
(Located under Accounts) Control the layout of fields, related lists, and custom links, and manage record types.
Contacts
Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations.
Opportunities
Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and for Enterprise, Unlimited, and Developer Edition organizations, create record types and set up team selling.
Opportunity Products
(Located under Opportunities) Customize the standard fields, create custom fields, and control the layout of fields on product pages within the Opportunities tab.
Quotes
Customize the standard picklists, create custom fields and custom links, and control the layout of fields, related lists, and custom links, and create PDF templates and terms and conditions.
Quote Line Items
(Located under Quotes) Customize the standard fields, create custom fields, and control the layout of fields on quote line item pages.
Forecasts
Customize your fiscal year settings, forecast period, default view, and forecast hierarchy. These options are only available if your organization has enabled customizable forecasting.
Cases
Customize the standard picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also set up case queues, case contact roles, assignment, auto-response, and escalation rules, and support settings.
Case Team
(Located under Cases) Define case teams and case team roles for your organization.
Email Messages
(Located under Cases) Create triggers for Email-to-Case or On-Demand Email-to-Case messages.
Case Comments
(Located under Cases) Create triggers for case comments.
Case Milestones
(Located under Cases) Create validation rules for case milestones.
Entitlement Management
Set up entitlement management so that support reps can verify if customers are eligible for support and provide the correct service levels to your customers.
Entitlements
(Located under Entitlement Management) Customize the standard fields, create custom fields and custom links, control the layout of fields, related lists, custom links, and create record types and templates.
Entitlement Contacts
(Located under Entitlements) Customize the standard fields.
Service Contracts
(Located under Entitlement Management) Customize the standard fields, create custom fields and custom links, control the layout of fields, related lists, custom links, and create record types.
Contract Line Items
(Located under Service Contracts) Customize the standard fields, create custom fields and custom links, control the layout of fields, related lists, custom links, and create record types.
Self-Service
Set up your public solutions, online case capture, and the Self-Service portal.
Note: Starting with Spring ’12, the Self-Service portal isn’t available for new organizations. Existing organizations continue to have access to the Self-Service portal.
Call Center
Configure the Salesforce CRM Call Center by defining call centers, adding directory numbers, and customizing SoftPhone layouts.
Service Cloud Console
Customize, extend, or integrate the footer, sidebars, highlights panels, and interaction logs of the Service Cloud console using Visualforce.
Contracts
Customize the standard picklist, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations. You can also set the contract expiration notices for your organization and configure auto-calculation of contract end dates.
Solutions
You can customize the standard solution picklists, create custom fields and custom links, control the layout of fields, related lists, and custom links, and create record types for Enterprise, Unlimited, and Developer Edition organizations.
Products
For Enterprise, Unlimited, and Developer Edition organizations, set up price books, products, and schedules.
Partners
Configure your partner portal.
Salesforce to Salesforce
Enable Salesforce to Salesforce business collaboration both within and across Salesforce organizations.
Connection Finder
(located under Salesforce to Salesforce) Enable the ability to email partners a survey asking if they use Salesforce. Also, customize default template used for the email and logo used for the survey.
Customer Portal
Enable the Customer Portal for your organization.
Chatter Answers
Enable Chatter Answers and configure a Force.com site and Customer Portal to host Web communities for your customers.
Ideas
Customize the standard picklists, create custom fields, and control the layout of fields for Enterprise, Unlimited, and Developer Edition organizations. You can also establish comment validation rules and manage your communities.
Assets
Customize the standard fields, create custom fields, control the layout of fields on asset pages, set search results layouts, and create custom links.
Territories
For Enterprise, Unlimited, and Developer Edition organizations, create and edit custom territory fields.
Users
Create custom fields and custom links for users.
Console
Create console layouts that display pertinent information to users.
Tags
Enable personal and public tags for your organization. You can also delete personal tags.
Reports & Dashboards
Customize user interface and email settings for reports and dashboards.
Search
Optimize search settings for your organization.
Social Accounts and Contacts
Enable and configure Social Accounts and Contacts for your organization.
User Interface
Enable Quick Create, collapsible page sections, related list hover links, and customize the sidebar for your organization, among other options.

App Setup ~ Create


These tools do not require any programming knowledge.
You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization. In addition, every Contact Manager, Group, Professional, Enterprise, and Unlimited Edition user can customize various personal display options.
To tailor Salesforce for your organization, you can customize the display of the various tabs and other items. ClickYour Name | Setup | Customize and then select a link to view the following customization options:
The platform includes innovative point-and-click app builder tools that give you the power to customize Salesforce to meet the needs of your business. You can also build your own applications to share and store information that is important to you. These tools do not require any programming knowledge. Click Your Name | Setup | Create to access the following options.
Apps
Build your own applications by defining groups of standard and custom tabs.
Custom Labels
Create custom text values that can be used in multilingual apps.
Interaction Log Layouts
Create notes that appear on records when using the Service Cloud console. Available in Enterprise, Unlimited, and Developer Editions only.
Objects
Create custom data and custom related lists to store and display information unique to your organization.
Packages
Create collections of items such as apps, objects, workflow rules, or email templates, and upload them on Force.com AppExchange to be shared with others.
Report Types
Available in Professional, Enterprise, Unlimited, and Developer Editions only. Create custom report types so that your users have more power and flexibility while building custom reports.
Tabs
Create tabs to display and edit the data in your custom objects or embed web content and applications within the user interface.
Workflow and Approvals
Available in Enterprise, Unlimited, and Developer Editions only. Create automated business processes that send email alerts, assign tasks, update fields, and set outbound messages to external services.

App Setup ~ Develop


These tools require programming knowledge
Click Your Name | Setup | App Setup | Develop and then select a link to view the following customization options:
Apex Classes
Available in Developer, Enterprise, and Unlimited Editions only. Define Apex classes that you can use to add additional business logic to your custom applications.
Apex Triggers
Available in Developer, Enterprise, and Unlimited Editions only. View all Apex triggers defined for your organization.
Working with Apex Test Execution
Available in Developer, Enterprise, and Unlimited Editions only. Run Apex unit tests and view test results.
API
Available in Enterprise, Unlimited, and Developer Editions only. Download WSDL files that allow you to integrate external applications with Salesforce.
Components
Available in Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions. Define custom Visualforce components that you can use in one or more Visualforce pages.
Custom Settings
Available in Group, Personal, Developer, Enterprise, and Unlimited Editions. Create and manage custom data for your organization.
Email Services
Available in Developer, Enterprise, and Unlimited Editions. Define Apex classes that can process inbound email.
Pages
Available in Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions. Define Visualforce pages that display your own custom user interfaces.
S-Controls
Edit Java applets or Active-X controls for use in dynamic custom links or Web tabs.
Important: S-controls have been superseded by Visualforce pages. After March 2010 organizations that have never created s-controls, as well as new organizations, won't be allowed to create them. Existing s-controls will remain unaffected, and can still be edited.
Sites
Available in Developer, Enterprise, and Unlimited Editions. Create public websites and applications that are integrated into Salesforce.
Static Resources
Available in Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions. Upload content that you can reference in a Visualforce page, including archives (such as .zip and .jar files), images, stylesheets, JavaScript programs, and other files.
Remote Access
Available in all editions. Create and manage a remote access application. A remote access application is an application external to Salesforce that uses the OAuth protocol to verify both the Salesforce user and the external application.
Tools
Available in Developer, Enterprise, and Unlimited Editions only. Download tools that can assist you with building, debugging, testing, and deploying Apex.

App Setup ~ Deploy


Click Your Name | Setup | Deploy | Monitor Deployments
To track the status of deployments that are in progress or completed in the last 24 hours for these tools or other clients that are deploying metadata,
Monitor the deployments - of setup configuration from Force.com IDE, Force.com Migration Tool, and other clients.
~ Note: Force.com IDE is a resource provided by salesforce.com to support its users and partners, but is not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
View Installed Packages - View and manage the packages that have been installed from Force.com AppExchange.
Critical Updates - Control when critical updates are enabled in your organization.

Administration Setup Overview


Click Your Name | Setup | Administration Setup to open the Administration Setup page. It contains setup and customization options to help you set up your Salesforce organization.
For more information, see Force.com

Administration Setup ~ Manage Users


Expand the Manage Users folder under Administration Setup to access the following options:
Users - Create, edit, and deactivate users.
Mass Email Users - Send an email to several of your users at once.
Roles - Define your organization’s role hierarchy.
Profiles - Set user profiles to control users’ permissions, login access,and field-level security.
Public Groups - Add, update, or delete public groups.
Queues - Add, update, or delete queues for cases, leads, and custom objects.
Login History - View when your users are logging in.
Training History - View which users have taken online training.
For more information, see Force.com

Administration Setup ~ Company Profile


Expand the Company Profile folder under Administration Setup to access the following options:
Company Information - Update your company's information and set up multiple currencies.
Fiscal Year - Set up fiscal years for your organization.
Business Hours - Set up business hours for your customer support team.
Holidays - Set up holidays during which business hours for your customer support team don't apply.
My Domain - Set up a custom Salesforce domain name, which appears in the URLs that you use to login to and use the application.
For more information, see Force.com

Administration Setup ~ Security Controls


Expand the Security Controls folder under Administration Setup to access the following options:
Sharing Settings - Define how your users share data.
Field Accessibility - View the access that users have to specific fields based on profile and record types.
Password Policies - Define password policies for security.
Session Settings - Lock users’ sessions to an IP address or change session timeout settings.
Network Access - Define IP addresses from which users can log in to your organization.
Certificate and Key Management - Create and manage Salesforce key pairs and certificates for your organization.
View Setup Audit Trail - View which users have recently changed your organization’s setup.
Expire All Passwords - Expire passwords for all users in the organization.
Delegated Administration - Enable standard users to perform some administrative duties.
Remote Site Settings - Specify the Web addresses that your organization can invoke from Salesforce. You must specify a site before call-outs to them from Visualforce pages, Apex, or the AJAX proxy will function correctly.
HTML Documents and Attachments Settings - Restrict users from uploading HTML files as attachments or to the Documents tab.
For more information, see Force.com

Administration Setup ~ Communication Templates


Expand the Communication Templates folder to access the following options:
Letterheads - Create branded letterheads for HTML emails.
Email Templates - Create email templates to standardize communication.
Mail Merge Templates - Upload templates for mail merge documents.
Your administrator can create and maintain templates for defining letterheads, sending outbound email, and generating mail merge documents.
Letterheads define the look and feel of your HTML email templates. Your HTML email templates can inherit the logo, color, and text settings from a letterhead.
Email templates allow users to send email to contacts, leads, and others using predefined templates.
Mail merge templates allow users to create custom documents using the information from your records. For example, you can create a customized thank you letter to a specific lead.

Translation Workbench


The Translation Workbench lets you specify languages you want to translate, assign translators to languages, create translations for customizations you’ve made to your Salesforce organization, and override labels and translations from managed packages.

Administration Setup ~ Data Management


Expand the Data Management folder under Administration Setup to access the following options:
Analytic Snapshots - Enable users to automatically run reports and save report results to fields on custom objects for further customization.
Import Accounts/Contacts, Import Person Accounts, Import Leads, Import Solutions, and Import Custom Objects - Import your organization’s accounts, contacts, custom objects,leads, person accounts, and solutions.
Data Export - Export your organization’s data.
Storage Usage - View how much data storage and file storage your organization is using.
Mass Transfer Records - Transfer multiple records at one time.
Mass Delete Records - Delete multiple records at one time.
Mass Transfer Approval Requests - Transfer multiple approval requests at one time.
Mass Update Addresses - Update the Country or State/Province field on all records with an address. These include addresses in accounts, contacts, contracts, invoices, leads, and orders.
Data Loader - Download a client application that allows you to import, update,delete, and export large quantities of records.
For more information, see Force.com

Administration Setup ~ Monitoring


Expand the Monitoring folder under Administration Setup to access the following options:
Imports - An administrator can check the Import Queue to view details about an import or to cancel an organization import.
Outbound Messages - An administrator can view the Outbound Message queue to check the status of outbound messages related to workflow or approval processes.
Time-Based Workflow - Specify criteria for monitoring the workflow queue, which contains pending actions triggered by workflow rules.
Case Escalations - Specify criteria for monitoring the case escalation queue, which contains pending actions triggered by case escalation rules.
API Usage Notifications - Define a notification process that automatically sends email to a specified user when API requests for an organization exceed the specified limit.
Debug Logs - Specify the users for whom you want to retain the Apex debug logs in your organization.
Scheduled Jobs - View all the jobs scheduled to run by users, such as analytic snapshots and dashboard refreshes.
Email Log Files - Request detailed summaries of email sent from Salesforce over the last 30 days.
Bulk Data Load Jobs - Monitor the status of current and recent bulk data load jobs.
For more information, see Force.com

Administration Setup ~ Mobile Administration


Expand the Mobile Administration folder under Administration Setup to create mobile configurations for your wireless users. Mobile configurations are sets of parameters that determine which data Salesforce transmits, and which users receive that data on their mobile devices.
For more information, see Force.com

Administration Setup ~ Desktop Administration


Expand the Desktop Administration folder under Administration Setup to manage desktop configurations for Connect Offline and Connect for Outlook.
Outlook Configurations - Define the behavior of Salesforce for Outlook for your users, including the Salesforce options that appear in the Outlook user interface, the data that syncs between Salesforce and Outlook,and which users receive that data.
Offline Briefcase Configurations - Define the behavior of Connect Offline for your offline users. Offline briefcase configurations are sets of parameters that determine which data Salesforce transmits and which users receive that data in Connect Offline.
For more information, see Force.com

Administration Setup ~ Email Administration


Expand the Email Administration folder under Administration Setup to configure the following email options for your organization:
Deliverability - Set up email delivery options that affect your entire organization.
Organization-Wide Addresses - Associate an email alias with each available user profile.
Compliance BCC Email - If your organization evaluates all outbound email messages for compliance, you can enable compliance BCC emails to automatically send a hidden copy of each outbound email message to an email address you specify. Enabling compliance BCC emails prevents users from editing the BCC field on any email and disables their Automatic Bcc setting under My Email Settings.
Test Deliverability - Verify your organization can receive email from every Salesforce IP address.
Email To Salesforce - Automatically log emails you send from third-party email accounts as activities on lead and contact records in Salesforce.
Delete Attachments Sent as Links - Find and delete email attachments sent as links.
Email Footers - Create footers for outgoing email.
For more information, see Force.com

Administration Setup ~ Google Apps


Expand the Google Apps folder under Administration Setup to integrate Salesforce with Google Apps: a suite of on-demand communication and collaboration tools hosted by Google and designed for business users.
See Force.com's Documentation
Dev/Trial Users: Google Apps Overview
Active users: Google Apps Overview
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Thursday, 12 June 2014

Visualforce Markup and Controllers

A Visualforce page is comprised of two key elements:

1. Visualforce Markup
2. A Visualforce Controller

That means the page behaviour is a result of these two components. Visualforce is built on the MVC model. The markup is the VIEW part of the MVC model, whereas the controller is the CONTROLLER part of the MVC model. The MODEL is hidden behind, which is essentially the metadata repository. 

Visualforce Markup comprises of Visualforce tags, HTML, Javascript, Style components, any web-enabled code (for example : widgets), which are embedded within a single <apex:page> tag. The markup drives how the page should look like, when the page renders in a browser.

Visualforce Controllers are basically set of instructions created out of classes that may be standard or custom, that are responsible for driving how a page or rather to be precise, the page components, should behave when an event or action takes place on that page component. For example, if you are wondering what part of Visualforce takes care of the behavior of the application when a button click or a link click takes place, well, this is taken care by the controller.

There are two types of controllers - Standard Controller and Custom Controllers. A Standard Controller is a controller that is provided by the Force.com platform. On the other hand, a Custom Controller is basically a controller class written using the Apex language.

A Standard Controller comprises of logic and rules that are used in native Salesforce.com pages. For example, if we are using a standard Contacts controller and implementing the EDIT functionality, the same behavior is exhibited when EDIT action is being executed in the Salesforce.com Contacts page.  

And as obvious, if a Standard Controller is being used on a page where a user does not have privilege on that controller, a message is displayed that displays that the user does not have sufficient privileges over the controller. And such messages can ofcourse be avoided well in advance, by checking user's privileges on objects.

Whereas Standard Controllers act on single records, Standard List Controllers  act on multiple records. There are some examples of Salesforce.com pages that use Standard List Controllers such as:
1. List Pages
2. Related Lists
3. Mass action pages.

Now talking about Custom Controllers, these are basically classes that implement the entire logic of a page, without using Standard Controllers. However, some functionality of Standard Controllers are reimplemented.

System Mode vs. User Mode

It is interesting to know that Custom Controllers work in System Mode, which means that when Custom Controllers are used to render a Visualforce page, the object level permissions and field level permissions of the current user are ignored. However, it can be specified in the User's profile whether he/she can executed a method in a Custom Controller. This is a very powerful feature of a custom controller. Standard Controllers run in User Mode. This means that pages built on Standard Controllers will inherit the field level security plus the object level security of the user.

Now that we have discussed what are Standard Controllers and Custom Controllers, it is important to mention what Controller Extensions are. Well, Controller Extensions are nothing but classes built on Apex, that add to or override the functionalities of Standard or Custom controllers. This way, developers can make custom and standard controllers even more feature packed. Note that Controller Extensions run in System mode.

The optional modifier with sharing which allows the current user to get permissions even to pages that use Custom Controllers or Controller extensions.
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Wednesday, 11 June 2014

Passing values between pages in Visualforce

There are different ways through which values can be passed between pages in Visualforce. I would like to talk about the two most common ways to transfer data between the Visualforce web pages.

Method 1. Passing variable value between two pages that implement the same controllers and extensions.
Method 2. Passing values using a Querystring.


Method 1


In order to use the first method above, we need to ensure that the two pages in context need to have the same controller. This might be a Standard controller or a Custom controller.


Say we have to pages Page1 and Page2. Let the Visualforce syntax be as below:


Code for Page1
<apex:page controller="customcontroller1">
   <apex:inputtext id="inpEmployeeName" value="{!EmployeeName}"/><br/>
   <apex:CommandButton value="Next" action="{!next}" id="cmdNext" />
</apex:page>


Code for Page2

<apex:page controller="customcontroller1">
   .The employee name is {!EmployeeName}
</apex:page>

Code for customcontroller1
public with sharing customcontroller1
{
  public string EmployeeName {get;set;} 
  
  // Function for navigating to next page
  public PageReference next()
  {
     PageReference nextpage = new PageReference('/apex/Page2');
     return nextpage;
  }
}

Now there are a few points worthy to note out here. You need to be careful of the method nextpage.setRedirect(true) , a method used to redirect from one page to another. Use it only when you use querystrings in the URL. If you use this method in the method above, it will wipe out all the data stored in variables in page1 being transferred to page2, as page2 in such a scenario will loose all the variable data of the controller, when this page2 loads.


Method 2

This method involves transferring variable data from one page to another, using a query string. This method should be used when the controller of the pages are different. See example below:

Say we have two pages, Page3 and Page4.

Code for Page3
<apex:page controller="customcontroller3">
   <apex:inputtext id="inpEmployeeName" value="{!EmployeeName}"/><br/>
   <apex:CommandButton value="Next" action="{!next}" id="cmdNext" />
</apex:page>

Code for Page4
<apex:page controller="customcontroller4">
   .The employee name is {!EmployeeName}
</apex:page>

Code for customcontroller3
public with sharing customcontroller3
{
  public string EmployeeName {get;set;} 

  // Function for navigating to next page
  public PageReference next()
  {
     PageReference nextpage = new PageReference('/apex/Page4?EN=' + EmployeeName);
     return nextpage.setRedirect(true); //Note that setRedect method is used here
  }
}

Code for customcontroller4
public with sharing customcontroller4
{
  public string EmployeeName {get;set;} 
  
  //Constructor
  public customcontroller4()
  {
    String strEmpName = ApexPages.currentPage().getParameters().get('EN');
  }
 }

This way, you can transfer data from a page to another even if they don't have the same controller. 


There is another way to transfer data between pages, and that is using Javascript and hidden fields in the form.
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Tuesday, 29 April 2014

Callout from APEX Triggers

This tutorial shows how to make HTTP callout from an APEX trigger using Future method. 

Step 1: Create Apex Class

First step is to create an apex class. After you login, click on Setup > Develop > Apex Classes > New. 

Step 2: Write future method

Write future method that calls external service.
public class AccountUpdater {

  //Future annotation to mark the method as async.
  @Future(callout=true)
  public static void updateAccount(String id, String name) {

    //construct an HTTP request
    HttpRequest req = new HttpRequest();
    req.setEndpoint('http://cheenath.com/tutorial/sfdc/sample1/data.txt');
    req.setMethod('GET');

    //send the request
    Http http = new Http();
    HttpResponse res = http.send(req);

    //check the response
    if (res.getStatusCode() == 200) {

      //update account
      Account acc = new Account(Id=id);
      acc.Description = res.getBody();
      update acc;
    } else {
      System.debug('Callout failed: ' + res);
    } 
  }
}

Step 3: Add external server to Remote Sites

Click Setup > Security Controls > Remote Site Settings > New Add external site name and endpoint URL
Site:cheenath
endpoint url:http://cheenath.com/

Step 4: Create APEX trigger

Click Setup > Customize > Accounts > Triggers > New
And create the following trigger:
trigger descriptionUpdater on Account (after insert) {

  System.debug('Making future call to update account');
  for (Account acc : Trigger.New) {
    //Call future method to update account
    //with data from external server.
    //This is a async calls, it returns right away, after
    //enqueuing the request.

    AccountUpdater.updateAccount(acc.Id, acc.Name);
  }

}
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