Author: Akashdeep Arora

Founder of #BeASalesforceChamp and #MakingChampion
8X Salesforce Certified #LightningChampion
6X Trailhead Ranger
5X Trailhead Academy Certified
#SalesforcePartyAnimal #SalesforceTravellerGeek

This post has been baked by Akashdeep Arora, founder of Founder of #BeASalesforceChamp and #MakingChampion, 8X Salesforce Certified, #LightningChampion, 6X Trailhead Ranger, 5X Trailhead Academy Certified, #SalesforcePartyAnimal #SalesforceTravellerGeek

Greetings Trailblazers! Many developers asked this question: how to integrate two Salesforce orgs without any custom code.

Here is the quick way you can use Talend Open Studio for Data Integration which will just use drag and drop functionality to transfer your records from one Salesforce org to another.

Talend is an open source data integration platform where you can integrate between different platforms and it offers 800+ connectors and components to perform several options.

Let’s just walk you through quickly to make you familiar to it.

Steps for Talend Integration

Launch Talend Studio.
Select the Create a new project option and enter a project name in the field.

Click finish to create the project and open it in the Studio.

Create a job

In the Repository tree view of the Integration perspective, right-click the Job Designs node and select Create job from the contextual menu.

An empty design workspace opens up showing the name of the Job as a tab label.

The Job you created is now listed under the Job Designs node in the Repository tree view. You can open one or more of the created Jobs by simply double-clicking the Job label in the Repository tree view.

Centralizing Salesforce metadata

The Salesforce metadata wizard provided by Talend Studio to set up quickly a connection to a Salesforce system so that you can reuse Salesforce metadata across Jobs.

In the Repository tree view, expand the Metadata node, right-click the Salesforce tree node, and select Create Salesforce from the contextual menu to open the Salesforce wizard.

Enter a name for your connection in the Name field, select Basic or OAuth from the Connection type list, and provide the connection details according to the connection type you selected.

With the Basic option selected, you need to specify the following details:

User Id: the ID of the user in Salesforce.

Password: the password associated with the user ID.

Security Key: the security token.

The newly created Salesforce connection is displayed under the Salesforce node in the Repository tree view, along with the schemas of the selected modules.

You can now drag and drop the Salesforce connection or any schema of it from the Repository onto the design workspace, and from the dialog box that opens choose a Salesforce component to use in Job.

Mapping data flows

Mapping components are advanced components which require a more detailed explanation than other Talend Open Studio Components. The Map Editor is an “all-in-one” tool allowing you to define all parameters needed to map, transform and route data flows via a convenient graphical interface.

You can minimize and restore the Map Editor and all tables in the Map Editor using the window icons.

tMap operation

All these operations of transformation and/or routing are carried out by tMap, this component cannot be a start or end component in the Job design.

tMap uses incoming connections to pre-fill input schemas with data in the Map Editor. Therefore, you cannot create new input schemas directly in the Map Editor. Instead, you need to implement as many Row connections incoming to tMap component as required, in order to create as many input schemas as needed. The same way, create as many output row connections as required. However, you can fill in the output with content directly in the Map Editor through a convenient graphical editor.

The Map Editor requires the connections to be implemented in Job in order to be able to define the input and output flows in the Map Editor. You also need to create the actual mapping in Job in order to display the Map Editor in the Preview area of the Basic settings view of the tMap component.

How to run a Job in normal mode

Click the Run view to access it.

Click the Basic Run tab to access the normal execution mode.

In the Context area to the right of the view, select in the list the proper context for the Job to be executed in. You can also check the variable values.

If for any reason, you want to stop the Job in progress, simply click the Kill button. You will need to click the Run button again, to start again the Job.

Step to Schedule Job

Open up Talend Open Studio.

Select the job you wish to automatically run based on a schedule.

Right-click its name in the Repository tab.

Select Build Job option.

In the pop-up window select where you would like to save the archive.

Select the version of the job, if you have multiple versions.

Make sure that the build type is set to Standalone Job.

Tick Extract the zip file (You will need to extract the archive anyway).

Click Finish.

Once this job is extracted, you can schedule it to run on the server in order to automate the job on timely manner.

You can play around with different operations like tMap or tlogRow or tSendEmail as per your need.

To just summarize in a quick way, you just need tInput, tMap and tOutput. Just play around on these operations with insert, update or upsert and your data would be transferred from one org to another in just a game of minutes.

If somebody offers you an amazing opportunity but you are not sure you can do it, say yes – then learn how to do it later!
#BeASalesforceChamp

[Salesforce / HowTo] Manage/ Workspaces links missing from Salesforce Community

By Akashdeep Arora

On August 26, 2019

In Post

For this new how to post, welcome Akashdeep Arora, Salesforce Evangelist/Team Lead at HyTechPro. He started Salesforce journey in 2015. 4X Salesforce Certified Professional, 4X Trailhead Ranger, 5X Trailhead Academy Certified.Founder of #BeASalesforceChamp campaign.

It happens many a times when developers create Communities in Salesforce that somehow they are not able to see the Manage or Workspaces link, like below:

Let’s demystify the mystery without any delay.

Before creating communities, it’s mandatory to check the “Enable Communities” checkbox from Communities Settings in Quick Find Box.

Afterwards, search for All Communities in Quick Find box and you will see something like this:

Click on New Community Button and you will be redirected to choose the template for creating the community.

Choose the template as per your requirement and give it a name.

Then, you would be able to see your community like this:

Now, here is a twist in the story as you can see under Action, Workspaces and Builder link is missing.

You might be thinking what could be the issue?

Well, I’ll help you out.

The main problems is that your profile is not listed as a member of the community. So, you need to add yourself as a Community Member.

But, if you ain’t a member of a community, you can’t access Community Management to update administration settings.

Now, the question would be: how to add yourself as a Community Member?

You need to update the Network Id of the community URL that you created and Profile or Permission Set ID.

STEP 1: From Setup, enter All Communities in the Quick Find box, select All Communities, and then right-click the community URL and select Inspect. The data-networkId provides your NetworkId.

This ID should start with “0DB”.

STEP 2: From Setup, enter Profiles in the Quick Find box, then select Profiles. Click on the profile that you want to add. The ProfileId is the last part of the browser URL after the last “/” character in classic or after the %2F character in Lightning Experience (/lightning/setup/Profiles/page?address=%2F00e58000000n15c): this ID should start with “00e”.

STEP 3: Create a .csv file having two columns for NetworkId and ParentId.

N.B. Parent ID represents the Profile Id.

The CSV file should be formatted like this:

"NetworkId","ParentId"
"0DBXXXXXXXXXXXX","00eXXXXXXXXXXXX"

STEP 4: Open Data Loader and select Network Member Group Object. Make sure that you check the “Show all Salesforce objects” checkbox.

Browse the .csv file that you created earlier and map the fields on the Network Member Group object, start the update call and you are all set!

Now, go to “All Communities” in Salesforce and you will be able to see the required links:

Bravo!
You have successfully added yourself as a member of the Community and now, as a member, you are able to access Community Management using Workspaces link.

It doesn’t matter how slowly you go as long as you don’t stop.
#BeASalesforceChamp

[Salesforce / Back To Basics] How to make a field required based on selected picklist value

By Akashdeep Arora

On April 30, 2019

In Post

For this new Back To Basics post, welcome Akashdeep Arora, Salesforce Evangelist/Consultant at HyTechPro. He started Salesforce journey in 2015. 3X Salesforce Certified Professional, 4X Trailhead Ranger, 5X Trailhead Academy Certified.Founder of #BeASalesforceChamp campaign.

Well, Astro turned 5 recently. So, what’s better than writing something related to Astro. As we all know, when you need a guide, Astro’s there for you.

#Astroturns5 #AppyBirthday #BeASalesforceChamp

Albeit, it sounds easy but still many Developers/Admins gets stuck when they want to make a field required based on one value selected from picklist field. Now, you must be thinking the way to achieve it.

We have different ways to make a field required:

Required Checkbox while field creation
Page Layout
Validation Rule
Using custom code (Visualforce Page, Lightning component, Apex Trigger to say a few)

But our scenario is little bit different as we want to make it required based on criteria, i.e. selected picklist value must be Astro.

Yay, let’s begin the fun without any delay.

The easiest way to achieve it is to use a validation rule. We have two fields:

Salesforce Character (a picklist field with values Appy, Astro, Codey, Cloudy and Einstein)
Astro Mom (a text field).

Here, we go.

After saving the rule, it will look like below:

Well, it’s time for testing. Testing is very necessary for anything. (Wink)

Let’s create a record without giving value in the Astro Mom text field and Select “Astro” from Salesforce Character picklist field like below:

As soon as you click on the Save button, it will give you an error “Please enter Astro Mom“.

Wohoooo, our validation rule is perfect it seems. Now, let’s provide the name of Astro Mom in the text field and click on Save button.

Hurrayyy, the record is saved this time. This is how you can make any field required based on selection of a picklist field value.

Don’t compare yourself with others.
You are best.
#Beasalesforcechamp

When Salesforce is life!