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[Salesforce] The Sobject Crusade: Article Type__DataCategorySelection

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On July 11, 2016

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Source: Article Type__DataCategorySelection

The object is part of the Salesforce Knowledge feature.

This feature allow CRM users to create articles pr search for articles to solve customer’s cases.

To enable Knwoledge base for a given user follow the following setup steps:

  1. Enable a user to Knowledge by simply adding the Knowledge User to the specific User record
  2. Setup > Knowledge Settings > Enable: once the Knowledge has been enabled it cannot be undone!
  3. Setup > Knowledge Article Types > Create new object:

    Each article type will be considered like a custom object (it will have the “__kav” trailing extension, in this case European_Offer__kav), and like custom objects you can add new custom fields:

    This article type contains all the data related to the type of article you are writing.

  4. In Setup > Data Category Setup we can create articles’ category hierarchies in order to organize articles:

    Activate the category:

    Now you can create child categories inside your main category group:

  5. Now let’s activate the categories in Setup > Default Data Category Visibility:

    Select All Categories if you want that a given category is visible to all profiles/roles, None if you want no default visibility, os Custom if you want certain child categories to be visible:

    Profiles / Role visibility can be customized in the Role / Profile setup page or through Permission Sets:

  6. Be sure that your categories are available on the knkowledge app, by going to Setup > Data Category Assignments:

Congratulations: you have just enabled the Knowledge Base on your Salesforce instance!

Go to All Tabs and look for the Knowledge link:

Click on the Create Article button and choose the article type you want to create:

Now you can add all the info about the article, such as the Title, URL Name, Summary and also the Category of application (in this case I set the EMEA/ITALY category ):

The article is shareable with different channels (Internal App for back office access, Partner for partner portal access, Customer for customers portals and Publick Knowledge Base for anonymous access – more details here).

Last step is to publish the article by clicking the Publish… button.

When you know create a new Case, you have the ability to check for related articles:

By default the system searches for the Case’s subject.

To link this article to the case simply select the Attach to case option in the menù next to the Article found in the article’s search.

No the article is related to the Case:

The Article / Case association has been shown only to have a more clear idea on how Knowledge is used in the support processes.

And finally this is our European_Offer__DataCategorySelection object created after the Article creation:

Select Id, Parent.Title, Parent.VersionNumber,Parent.UrlName, Parent.PublishStatus, DataCategoryGroupName, DataCategoryName from European_Offer__DataCategorySelection

[Salesforce / Certifications] Salesforce Service Cloud Consultant Certification (a Study Guide?)

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On June 27, 2016

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The last certification I took the past weekend is the Service Cloud Consultant Certification.

I have to admit it’s been the toughest, not because its questions were “heavily hard” but because the exam took part on Salesforce features I was not completely familiar with.

I cannot provide you a complete guide on how to pass this exam but I can tell you the resources I used to pass it.

A prerequisite is the Administrator certification, some hints here from Admin Hero, don’t worry there is plenty of stuff on the web…just Google it!

I may say that being and certified Administrator is also necessary to understand basic features of the platform covered in the Service Cloud cert.

The main part of the exam is centered on Cases, Knowledge, the Service Cloud Console and all related features.

There is also an awesome Service Cloud trailhead module:

So happy study and good luck!

[Salesforce] The Sobject Crusade: AppMenuItem

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On June 16, 2016

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Source: AppMenuItem

This object hosts the applications you find in the app menù (upper right corner of the CRM) or in the App Launcher and the Connected Apps.
The list of such items are in Setup > Create > Apps

The object contains all application informations such as Name, Label, start URL, but also all the configurations about Canvas apps.

Here an example:

Select Id, Label, StartUrl, Type, ApplicationId, CanvasEnabled, SortOrder from AppMenuItem

[Salesforce] The Sobject Crusade: ApexTrigger

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On June 16, 2016

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Source: ApexTrigger

The ApexClass is the most beloved object for Salesforce Developers.

It identifies a specific Apex Class, so you can query for Classes runtime.

Note that, even if the describe states that the ApexTrigger is creatable and updatable, an exception is thrown if you try to insert/update via API a trigger: use the tooling API or metadata API instead.

Among the fields, you can query for the Body of the trigger, whether it is valid or not, size in byte without comments.

Here an example:

Select Id, Name, ApiVersion, Body, IsValid, LengthWithoutComments, TableEnumOrId, UsageAfterDelete, UsageAfterInsert From ApexTrigger ORDER BY Name

[Salesforce] The Sobject Crusade: ApexTestQueueItem

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On May 28, 2016

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Source: ApexTestQueueItem

The ApexTestQueueItem object gives you access to the underlying test item for a given test job for a given class.

If you don’t know what is a test class refer to this article to get started: a test class is a class used to (guess what?) test a set of apex classes / triggers in order to verify and certify the features of your implementation.

Every ORG must have at least 75% of code coverage (here for more details), that is your test classes should cover at least 75% of the lines you have written in your Apex classes.

To execute a test class (or a set of test classes), go to Your Name > Developer Console, click on Test menù, select New Run and then select the test classes you want to execute:

On the lower part of the console you can see the test executing:

You can now query all the single job items (the second level of the tree):

select id, ApexClass.Name, ExtendedStatus, ParentJobId, Status, CreatedDate from ApexTestQueueItem order by CreatedDate desc

You can update a ApexTestQueueItem to change its status if you want to abort the job (setting Status to Aborted), or you can insert a new ApexTestQueueItem object: this will create a new Process Job, e.g.:

ApexTestQueueItem item = new apextestqueueitem();
item.ApexClassId = [select id from apexclass where name = 'CommunitiesLandingControllerTest'].Id;
insert item;

[Salesforce] The Sobject Crusade: ApexTestSuite

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On May 28, 2016

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Source: ApexTestSuite

String ’16 comes with a handy feature regarding test execution, the Test Suites.

They are a collection of tests ment to be run together organized in a single suite.

To access the test suite open your Developer Console and click Test > New Suite and enter the Suite name:

Then select all test classes you want to run in the suite:

In the Test > Suite Manager menu item you can change a suite’s configuration, while in Test > New Suite Run you can choose which suites to execute.

The Settings button allows to set the maximum number of failuers allowd, so the test suite ends its run immediately after a given number of exceptions are thrown.

Clicking Run the tests are executed and presented on the Tests tab on the lower side of the Developer console:

You can query the Object easily.

Select Id, TestSuiteName From ApexTestSuite

To check for the classes involved in the suite you need to query the TestSuiteMembership that links Apex classes to the Suite, but it is another story.

[Salesforce] The Sobject Crusade: ApexTestResult

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On May 28, 2016

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Source: ApexTestResult

After you execute a test class (ApexTestQueueItem), you’ll get the test results of a given test method execution.

To query this information use the ApexTestResult object.

The object conveys the following fields:

  • ApexClassId: the test class
  • ApexLogId: the ApexLog object (if log is enabled)
  • AsyncApexJobId: the main aync job (this is the same as ApexTestQueueItem.ParentJobId) to which the given test execution belongs
  • Message: the exception message, only if an exception occurs
  • MethodName: the test method name of the given log
  • Outcome: the result of the test method execution (Fail, Pass, CompileFail)
  • QueueItemId: lookup to the ApexTestQueueItem the result belogs to
  • StackTrace: exception stack trace (if any)
  • TestTimestamp: test execution date/time

To launch a test, see the instructions on the ApexTestQueueItem object page.

Now you can query for the results:

Select Id, ApexClass.Name, MethodName, ApexLogId, Outcome, TestTimestamp, AsyncApexJobId, QueueItemId From ApexTestResult order by TestTimestamp DESC

Given this failing test class:

@isTest
private class ExceptionTestClass {
    
    private static testmethod void failMethod(){
     update new Case(Subject = 'Test');
    }
}

The execution will lead to a test error:

[Salesforce / Lightning] #Cool Modal Dialog Component

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On May 19, 2016

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Here we go with another simple UI component, made up with the new Lightning Design System.

Here you go a simple Modal dialog box.

For those of the TL;DR tribem here is the GitHub repository.

The component is ment to be placed in your app in this way:

<c:ModalDialog type="{!v.dialogType}" 
                   title="{!v.dialogTitle}" 
                   content="{!v.dialogContent}" 
                   showDialog="{!v.showDialog}"
                   context="{!v.dialogContext}"
                   inputValue="{!v.dialogInputValue}"
                   inputPlaceholder="{!v.dialogInputPlaceholder}"
                   onClose="{!c.dialogCallback}" />

And to be waken up by a boolean variable (in this case by v.showDialog).

When you switch this variabile to true/false the modal behaves as expected (shows up or closes).

This kind of architecture allow for a single callback after the modal closes, so you need a way to know what to do after this close event.

That is to say that you need to be aware of the context that triggered the modal.

The context parameter is a Javascript object that can contain wathever you want (I used an “action” string for instance, but you can put wathever variables you want) and is passed through to the onClose callback, here is an example:

{
    //ModalDialogTestAppController.js
    //. . .
    showAlert: function(component, event, helper) {
        $A.run(function(){
            helper.showDialog(component, 
                              'ALERT', //dialog type
                              'THIS IS AN ALERT!', //modal title
                              'Hello world!', //modal content
                              null, //input default string (only for "INPUT" type)
                              null, //input placeholder (only for "INPUT" type)
                              {
                                  action: helper.C.ACTIONS.SHOW_ALERT,
                                  anotherValue: Date.now(),
                              }, //context object
                              true); //show the dialog
        });
    },

The component supports the following parameters:

  • type:this is the type of dialog you want to open. Supports: ALERT, CONFIRM, INPUT, LOADER
  • title: title of the modal dialog
  • content: content text of the modal dialog
  • showDialog: boolean value that indicates if the modal is shown/hidden
  • context: Javascript object containing the context you want to be passed back to the callback invocation
  • inputValue: default value of the input field (only for INPUT type)
  • inputPlaceholder: placeholder for the input field (only for INPUT type)
  • onClose: callback called after the ModalDialogCloseEvt event is fired by the modal dialog component

The onClose callback is fired upon the ModalDialogCloseEvt event that supports the following parameters:

  • dialogType: the type of the calling dialog
  • confirmResult: true if the user pressed YES/OK buttons (always false for ALERT, LOADER)
  • inputResult: input written by the user (set only if type is INPUT and user pressed the OK button)
  • context: context sent to the component

These are the different kinds of dialogs:

ALERT

CONFIRM

INPUT

LOADER

And here it is the test app in action:

[Salesforce] The Sobject Crusade: ApexPage

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On May 16, 2016

In Post

Source: ApexPage

The ApexComponent, as you would expect, is the record for the Visual Force Component.

Note that, even if the describe states that the ApexPage is creatable and updatable, an exception is thrown if you try to insert/update via API a class: use the tooling API or metadata API instead.

Among the fields, you can query for the markup of the component, its Apex controller.

Here an example:

Select Id, Name, ApiVersion, Markup, ControllerKey, ControllerType, isAvailableInTouch, IsConfirmationTokenRequired From ApexPage ORDER BY Name

THe IsConfirmationTokenRequired flag can be updated in the standard UI or in the Developer Console (under Settings button) and is used to allow Secure Cross Site Request Forgery.

What is it?

This is a way to secure your pages when using GET requests, i.e. when you make changes to the Data Model that should not be looped with, e.g., subsequent GET requests.

How does it work?

Salesforce appends a unique token (per user / session), that is a 128 bit (16 chars) string, in the page URL with the _CONFIRMATIONTOKEN parameter: this token can be used only once, and the VisualForce engine automatically handles the parameter validity.

Unfortunately this mechanism is provided only when overriding the delete standard button-

Let’s make a try.

Let’s create a new Visual Force page (no action indeed):

<apex:page standardController="Case">
 <b>THIS ACTION WILL BE EXECUTED ONCE</b>
</apex:page>

This is a page with a standard controller that actually does nothing, but it is just to prove what we are trying to do.

Click on the Settings button on the developer console to enable the Require CSRF protection on GET requests flag:

If you try to load the page manually, you’ll get this wonderful error:

If you append the _CONFIRMATIONTOKEN parameter with a random value, the message changes:

If we find a way to pass the correct token, we’ll see the page.

As said, the only way to make Salesforce generate that token, is to override the delete button action.

Go to Setup > Customize > Cases > Buttons, Links and Actions and click Edit next to the Delete action:

Now try to delete a Case:

Salesforce will be releasing in the next future this feature for other actions.

[Salesforce] The Sobject Crusade: ApexComponent

By

On May 16, 2016

In Post

Source: ApexComponent

The ApexComponent, as you would expect, is the record for the Visual Force Component.

Note that, even if the describe states that the ApexComponent is creatable and updatable, an exception is thrown if you try to insert/update via API a class: use the tooling API or metadata API instead.

Among the fields, you can query for the markup of the component, its Apex controller.

Here an example:

Select Id, Name, ApiVersion, Markup, ControllerKey, ControllerType, From ApexComponent ORDER BY Name

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