DaizyLogik

Interact with Salesforce Data through a Drag and Drop Interface

Posted by Vladimir Martinovon February 3, 2016November 4, 2022in Apex Code, Salesforce

Salesforce Data can be exposed to the end users via Visualforce pages. The responsiveness and interactivity of the UI can be enhanced with a javascript framework such as jQuery.

The data I am representing here consists of Projects and Teams. Projects have a Start Date and End Date, and can be assigned to a Team. The structure and data look like this:
erd team

project

Using a Visualforce page enhanced with jQuery and leveraging the gridster.js grid, we can create a more intuitive UI, as shown below:

Should I use Process Builder or write Apex code?

Posted by Vladimir Martinovon January 20, 2016January 5, 2023in Apex Code, Flow, process builder, Salesforce

If you have asked yourself this question recently here are some tips that can help you decide which path you should take. Imagine you have to implement the following scenario:

Use Case: Users are signing up online and filling out a form. They have to provide contact information for 4 additional Contacts at their organizations. For each additional Contact they will enter a First Name, Last Name, Email, Phone and Role. All this information will be automatically fed to Salesforce in the form of an online subscription record.

For each additional Contact you are required to first determine if it exists in Salesforce and if not then create it. If you find the contact in Salesforce (based on Last Name and Email) then you have to update the Phone, set the mailing address and create an Affiliation to the Account/Organization with the specified role.

(Please note that this use case uses Affiliations which are a custom object specific to the SF Non Profit Starter Pack. An Affiliation is a junction object between a Contact and an Account.)

The PROCESS BUILDER AND FLOW ROUTE

It is possible to go the process builder route for this one.

When Do You Need a Developer for a Migration to Salesforce?

Posted by Vladimir Martinovon January 5, 2016January 5, 2023in Apex Code, Salesforce1 Comment

In many instances, the data to be migrated in Salesforce is simple enough that it can be imported with a tool like Jitterbit or the Salesforce Data Import Wizard.

There are some situations though, when the migration might be difficult or cumbersome to implement with one of these tools. It’s likely that in these cases developing an application will be more cost-effective than the standard approach.

Here are a few cases when a Salesforce developer should create an application to process the data import by using Visualforce and Apex:

How to Schedule a Batch Job every 30 Minutes

Posted by Vladimir Martinovon November 10, 2015January 5, 2023in Apex Code, Salesforce

Create a class that implements the Batchable and Schedulable interfaces
Connect to the Developer Console
Go to Debug / Open Execute Anonymous Window
Enter this code and execute it
Monitor your scheduled jobs
If you need to run the job more often, like every 15 minutes, create two additional jobs:one for 15 minutes, and one for 45 minutes.

System.schedule('myJob_00', '0 0 * * * ?', new myClass()); System.schedule('myJob_30', '0 30 * * * ?', new myClass());

by Vladimir Martinov

Pledge Rollup Unmanaged Package

Posted by Vladimir Martinovon October 25, 2015January 5, 2023in Apex Code, Salesforce

Some non-profits want to rollup pledges (donations with StageName=’Pledged’). NPSP provides user-defined rollups for ‘Posted’ donations.

Daizylogik has built an unmanaged package for Pledge Rollups on Accounts and Contacts for the current and previous calendar and fiscal years. It also, rolls up the Payments for pledges.

You can install it from here:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t61000000gOV2
The source code is available here: https://github.com/daizylogik/DZ_DEV.git

Post Installation Instructions:
1. add the following fields to the Account and Contact page layout:
Pledge_Payment_Amt_Recvd_Current_CY__c
Pledge_Payment_Amt_Recvd_Current_FY__c
Pledge_Payment_Amt_Recvd_Previous_CY__c
Pledge_Payment_Amt_Recvd_Previous_FY__c
Total_Pledges_Current_CY__c
Total_Pledges_Current_FY__c
Total_Pledges_Previous_CY__c
Total_Pledges_Previous_FY__c

2. Edit the Search Layout for the Opportunities, and the add the Calculate Pledge Totals button, so you can run the rollups on demand.

3. If you would like to schedule the rollup job, use the PledgeRollupBatch class.

by Vladimir Martinov

How to Override the Edit Button Based on Record Type

Posted by Vladimir Martinovon October 25, 2015January 5, 2023in Apex Code, Salesforce

This is how you can override the Edit action for Book__c custom object. If the record type is Alpha you will be directed to a new page, otherwise you go to the standard edit page.

<apex:page standardController="DaizyLogik__Book__c" action="{!URLFOR( CASE(DaizyLogik__Book__c.RecordType.Name, 'Alpha', $Page.BookAlpha, '/' + DaizyLogik__Book__c.Id + '/e?nooverride=1'), DaizyLogik__Book__c.Id) }">

<apex:variable value=”{!DaizyLogik__Book__c.RecordType.Name}” var=”recTypeName”/>
</apex:page>

by Vladimir Martinov

Successful Salesforce implementation with a distributed team

Posted by Vladimir Martinovon October 24, 2015December 31, 2016in Uncategorized

It is becoming more commonplace these days for the team doing the Salesforce implementation to not be physically co-located. In fact, it is very likely that your next Salesforce project will involve a physically distributed team. How can you adapt your project management, design, development and overall project communication style to deliver a project of this nature and be successful at it?

1. Communicate
It is crucial to pick tools that facilitate communication among the team members during regular project meetings and at all times during the course of the project. The choices for online communication tools are quite diverse these days but I find that the best criteria for choosing the right one are: audience and price.

How to check if a Salesforce object has changed

Posted by Vladimir Martinovon October 24, 2015November 29, 2022in Apex Code, Salesforce

When working with Apex triggers, it will sometimes be useful to know whether your
object has changed. You can write a function where you check every field by hard-coding them, but there is a more elegant way to accomplish this:

private static boolean hasChanged(YourObjectClass oldObject, YourObjectClass newObject) {

boolean changed = false;
Map fieldsMap = Schema.SObjectType.YourObjectClass.fields.getMap();
for (String key : fieldsMap.keySet()) {
Schema.DescribeFieldResult result = fieldsMap.get(key).getDescribe();

if (oldObject.get(result.getName()) != newObject.get(result.getName())) {
changed = true;
break;
}

}
return changed;
}