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Showing posts from September, 2015

Set up Salesforce IQ for GMAIL (chrome extension)

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In Dreamforce'15 there were so many interesting things. I was just going over the highlights of the the mega event found here  and super-parker's talk with Marc, here . I am going to show you how to set up the IQ add-on that they announced. It helps sync up your mails with CRM. But doing it with chrome has a benefit. Please find the extension here and click on "ADD TO CHROME": https://chrome.google.com/webstore/detail/salesforceiq/cnkgdfnjmgamkcpjdljdncfjcegpgcdg?hl=en-US After adding it to chrome, open your Gmail, you will find something like this: Click on "Connect with Salesforce" and log on to your salesforce org. Thats all, your gmail is not connected with salesforce. See how we can create opportunities along with new contacts under old/ new account. Once you are logged in, you will something like this: Switch the tabs to the   icon, click on Create button and select opportunity, you will now see: This lets you

Lightning Components Basics, Creating A Dynamic Picklist.

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Folks,  In my previous  post , I talked about the way I look at the Salesforce1 as a platform. Today I will explain how I understand these components. For a guy with an average IQ and little experience on Visualforce/ Apex, like I am,  it is easy if we correlate lightning components with visualforce Before we start, I recommend doing this exercise, Please this:  https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/qs_aotp_app_customobj.htm and also from Step 1 through Step 6. If you understand that completely, you dont have to go through the following reading. But If you dont understand it, I take it as you are not very much familiar with Bootstrap, angularJS and importantly, Callback functions. The book says " The Framework uses an event-driven architecture for better decoupling between components. " If you know javascript, you know events and event-handling. But when I looked at the javascript they used in the ltng componen

Lightning Components , The Way I look At It.

We have been noticing the talks about lightning, salesforce1 platform, a brand new platform by salesforce. Lightning is an Aura based technology, a component framework. To understand it better we need to look back and see the way that salesforce did things back in 2006-08, that when salesforce introduced force.com platform. I come from Siebel CRM, another ERP, I see most of the core CRM capabilities common in both CRM systems. And we have also seen many Siebel CRM customers moved to salesforce for it's Rich Internet Application features and browser compatibility. And not to mention the role of Visualforce page in that. So, what Siebel could not do and salesforce could do is, being able to create WEB applications using Visualforce technology. We know that this is another force.com platform capability which is built using JSF. Visualforce has its own tag library, when the developers write a simple tag like <apex:commandButton action="{!doMe}"..../>, its compiles

Process Builder Update Child Records

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Hi, Process builder has excellent capabilities that can replace half of your salesforce Org triggers. For the starters, Process builder is another automation tool that saleforce has its bag. Workflow is the automation tool that was built on force.com platform, where as PB is built on salefsorce1 lightning platform or AURA. There are lots of interesting capabilties like, calling apex classes, invoking automated flows, making chatter posts and updating related records etc... In the following video, I talked about a scenario that definitely needs a trigger before the PB. To do this example, I created a contact lookup, two formula fields to get the contact's email and phone on Account and also a checkbox on Contact. HTH, Prabhan