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Create Salesforce DX Project using VisualStudio Code and Salesforce DX

This blog covers a quick starter guide to setup a Salesforce DX Project using Visual Studio Code. It also provides some good links to take this topic further on. Topics Covered What is VSCode with Salesforce DX Extension Pack? How to create a Salesforce Project using DX? Authenticate Project with and existing Org Understand Source Directory Structure Open linked Salesforce Environment through VSCode Question: What is Salesforce DX? Answer : Salesforce DX stands for Developer Experience which provides a new way to Manage Apps and Development of Code in Salesforce. At its core, it implements the idea of Source Driven Development, where developers would not have to login into Salesforce environment for their development. It is a Command Line Interface (CLI) tool. Salesforce DX Developer Guide Salesforce DX Product Site Question:  How is Salesforce DX Project structure different from Classic Project Structure? Answer : Projects created through DX has more granular handl
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Salesforce Shield Platform Encryption

This article provides a quick starter guide to implement Salesforce Shield Platform Encryption. Using this guide one will be able to roll-out Encryption Solution within a day or two, assuming one is able to understand the basic concepts of encryption. Use Case Encrypt Standard and Custom fields Search on Encrypted Field Encrypted field to be visible/Read/Write by selected Users E.g. Let's say the requirement is to Encrypt Contact.ssn__c field and make it searchable. Encrypt Contact.Phone field Solution Approach Enable and Configure Shield Platform Encryption in Salesforce Environment Generate Tenant Keys Enable Deterministic Encryption Scheme Other relevant configuration  Enable Standard Field Encryption for Contact.Phone Enable Probabilistic Encryption Scheme because this field is not searchable Enable Custom Field Encryption for Contact.ssn__c Enable Deterministic Encryption Scheme because this field is searchable Enable FLS (Field Level Security) f

GitHub for Salesforce

Document / Tutorial URL How to use Git with Force.com IDE https://developer.salesforce.com/blogs/labs/2011/04/how-to-use-git-github-force-com-ide-open-source-labs-apps.html Bringing metadata to Git https://developer.salesforce.com/page/Syncing_Salesforce_Org_Metadata_to_Github Sample Salesforce Deployment labs https://developer.salesforce.com/trailhead/module/alm_deployment Git branching model http://nvie.com/posts/a-successful-git-branching-model/ Git tutorials https://www.atlassian.com/git/tutorials http://www.git-tower.com/learn/git/videos

How to use "Apache Ant" a Force.com Migration Tool

Pre-requisite Java JDK Apache Ant, Version 1.6 or later ANT Installation Instructions Define these path variables ANT_HOME = C:\Users\kumamuk01\dev\apache-ant-1.10.1 JAVA_HOME= C:\Program Files\Java\jdk1.8.0_121 Test if ANT is installed properly Mac: export PATH=/Users/kumarijl/apache-ant-1.9.14/bin:$PATH Command Prompt > ant Buildfile: build.xml does not exist! Build failed Command Prompt > ant -version C:\Users\kumamuk01>ant -version Apache Ant(TM) version 1.10.1 compiled on February 2 2017 Install the Force.com Migration Tool Download Force.com Migration Tool You could follow the instructions given in README file within the package. Configure Ant Step - 1: Update build.properties file which contains environment information. Provide User Name and Password or Security Token which will be used by Ant to login to the Salesforce Org. Step - 2: Update build.xml file to contain the build targets. Build targets

Salesforce - Dashboard

Few key features of Dashboard Reports provide all the data shown in a dashboard. Dashboards can show data from more than one report. When refreshing a dashboard, all the data-providing reports must run. If the reports take a long time to run, then the dashboard does too. Dashboards are shared via folders. Whoever has permission to the folder your dashboard is saved in also has access to your dashboard. Ensure that you save your dashboard in an appropriate folder. Filter a Dashboard Each dashboard can have up to 3 filters. Contact Salesforce to increase the filter options limit in Salesforce Classic. A maximum of 50 filter options is possible. You can’t add filters to dashboards that contain Visualforce or s-control components. It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page. Filters aren’t applied when you schedule or email a dashboard. You can’t filter data on a joined report in das

Salesforce - Scheduling a Schedule Job

Following are the different ways to schedule a Schedule Job through a script. Run the given code in Execute Anonymous window and then you could see in Setting -> 'Scheduled Job' that your Job is waiting to be executed. Run a Schedule Job NOW Method - 1 ScheduleSalesTargets c = new ScheduleSalesTargets(); c.execute(null); Method - 2  (This one I prefer, whenever I need to run a job) Check the current Time. If it is, let's say 10:39 AM, in your clock, then set the minute to 41. This will schedule the job for 10:41 AM just two minutes from now. But, if you set minute value to 38, then it will schedule to next hour 11:38 AM ScheduleSales c = new ScheduleSales(); String sch = '0 0 * * * ?'; System.schedule('Sales Job Name - 1',  '0 41 * * * ?', c); You could repeat following, so that job keeps running every 5 minutes while you debug and change the Apex code behind the scene. ScheduleSales c = new ScheduleSales(); String sch = &#

Salesforce for Outlook

The Salesforce for Outlook Desktop Integration could be used to synch following: Contact Event Task Email and Attachment Installation Instruction Launch Outlook and Salesforce for Outlook. You should see below OAuth window, where you would need to provide you authentication. Configuration User Experience References Install and Set Up Salesforce for Outlook -  https://help.salesforce.com/articleView?id=outlookcrm_install.htm&type=0