Purpose:

This article will pre-populate a default email template when the user clicks the 'Email' action on case feed layout, or clicks the 'Reply' / 'Reply All' button.

Apex Class:

You will need an Apex Class which implements the QuickActions.QuickActionsDefaultHandler

Please note that you could use the class below to modify the code and pick different templates for different scenarios.

Update Support Settings:

 

Screenshot:

There are quite a few ways content (files) are stored in Salesforce. This article shows you ways to access them through a SOQL query.

EMAIL ATTACHMENT:

Let's consider the scenario where we have attachments against email messages related to a Case. Let's see how to query it in SOQL.

SOQL Query:
 Assuming case number 123

Case cs = [Select Id from Case where CaseNumber=123];
Map<Id,EmailMessage> caseEmails = new Map<Id,EmailMessage>([Select Id from EmailMessage where ParentId=:cs.Id and HasAttachment = true]);
Set<Id> caseRelatedIds = new Set<Id>();
if(caseEmails != null){
     caseRelatedIds.addAll(caseEmails.keySet());
}
List<Attachment> AttachedFiles = [SELECT Id, Name, Body, ContentType FROM Attachment WHERE ParentId IN :caseRelatedIds];

ATTACHMENTS against a Case:

Case cs = [Select Id from Case where CaseNumber=123];
List<Attachment> AttachedFiles = [SELECT Id, Name, Body, ContentType FROM Attachment WHERE ParentId IN =:cs.Id];

Salesforce Files Attached to a Case Feed:

Case cs = [Select Id from Case where CaseNumber=123];
List<CaseFeed> caseChatterFiles = [SELECT Id, Type, Body, Title, LinkUrl, ContentData, ContentSize, ContentFileName, ContentType From CaseFeed where Type = 'ContentPost' and parentId = :cs.Id];

When your delegated authentication fails, you are presented with the error message as in this article title. Below are a few steps to troubleshoot when you face such a issue.

Verify that your internal server hosting the authentication service is up and running. You can identify the server by checking the SSO page under setup.


Do you whitelist Salesforce IP's access to your internal server? If yes, check this page to make sure no new IP's were added to the list.

Check the Delegated Authentication Error section under setup.

















If you see an error message as below, make sure the certificates are updated on your internal server. Here is an article with more details and list of certificates approved by Salesforce - Click here

javax.net.ssl.SSLPeerUnverifiedException: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target

 

Note: Salesforce has a standard VLOOKUP function but has limited functionality, this approach helps overcome those without code.

Process Builder and Flows are recent automation engines provided by Salesforce, they have been around for a while but haven't been used widely i believe (probably developers tend to stick with Apex Triggers and Workflow rules as they are used to it)

The use case below shows you how you could use these two together to solve a simple scenario which as a developer we tend to solve with Apex Code.

Scenario:

Everytime a Product2 record is updated, i have to query if this product exists in a custom object (Exempted parts) and based on the result update a boolean field on Product2.

Solution:

STEP 1:

Create a Flow (Product2_Validate_Exemption)

STEP 2:

Create a Process and call the flow every time a product2 record is updated.

Reference: This example uses the great search component provided by Avinava Maiti. His blog is here 
http://blogforce9.blogspot.com/

Problem:

Using a standard lookup field on the user object, Salesforce does not allow you to lookup a user who is of the license type 'Chatter Free'.

Solution:

Although you cannot use a standard UI to update the user lookup field with a chatter free user, you can update the field through the API. This means that we could use a visualforce page to populate the lookup field.

Assumptions:
We will use a custom type ahead advanced search component.
We will use a custom field 'Chatter Free user lookup' on the account object.

STEP 1:
Install the autocomplete search component from here

http://blogforce9dev-developer-edition.ap1.force.com/ProjectDetail?id=a0290000009KusM


STEP 2:

Create the following apex class


STEP 3: Create the following visualforce page:democustomlookup

STEP 4: Create a new custom button on the account object.
STEP 5:

Add this custom button to the page layout and you are done.

RESULT:

Lightning Experience / Lightning UI:

• Lightning Experience can be turned ON at the profile level, or for individual users using permission sets.
• ALL standard profiles are lightning UI enabled by default, when you enable Lightning UI for your organization. [Workaround: Replace standard profiles with custom profiles]
• Visualforce pages work as usual in the lightning UI, however you might want to do a sanity check to make sure nothing is broken.
• Visualforce pages open with the old look and feel. The old look and feel is referred to as Salesforce Classic.

Where to learn more?

There are tons of resources in trailhead. Collect your badges and learn the fun way.

https://developer.salesforce.com/trailhead/trail/lex_admin_migration

Lightning Design System:

Lightning Design system is a front end framework for developing web applications. Using the Lightning Design system you could design visualforce pages or standalone web pages that look and feel the same way as the Lightning UI. A few pointers.

• Lightning Design system could be though of as an equivalent to 'Twitter Bootstrap'.
• To download and start using visit https://www.lightningdesignsystem.com/
• The design system is purely made up of CSS files.
• The design system comes with pre-built components such as pop-up modals, tree structure, buttons etc.
• Lightning Design system focuses mainly on the front end. Data manipulation and processing will still be done using Apex and Visualforce/other desired markup language.

Where to learn more?

 Trailhead again. Use this trail to learn more https://developer.salesforce.com/trailhead/module/lightning_design_system

Lightning App Builder:

The Lightning App builder is a drag and drop tool to build lightning pages. Salesforce offers a few components by default, including 'Recent Items', 'Assistant', 'List View' etc. In addition you can create your own custom components using the Lightning Design system, or use third party components supplied by AppExchange applications like SKuid

Access from SetUp -> Lightning App Builder

ONLINE Course:

Aimed at providing an introduction to Salesforce from a beginner perspective, this course is FREE for all to signup. Please use the link below to register and complete the course.

Salesforce for Beginners

More online courses coming up, stay tuned....

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