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[Salesforce] The Sobject Crusade: AssetTag

Source: AssetTag

This object is used to track tagging on the Asset Object.

Go to the AccountTag object for more info about how to setup tagging and see how to setup tagging on the Asset layouts:

You can select all the object layouts in which you want to use tagging.

Now you can tag your Asset object:

You can create and edit tags:

You can also have, upon feature activation, public tags, as described in the AccountTag page.

Let’s query the AssetTag object:

select id, Type, Name From AssetTag

[Salesforce] The Sobject Crusade: AssetShare

Source: AssetShare

This object allow a user that has access to the record to share the Asset object directly to a User or a Group.

To create such object you have to change the Asset Sharing Settings to at least “Public Read Only” by clicking on Setp > Security Controls > Sharing Settings:

Now the Sharing button will compare on the Asset page layout (if you don’t see it, add it with the layout editor):

This page shows all the users, groups, roles and territories that have access to the record.

Let’s manually add a new manual share:

And this is the result (added a group and a user):

The Expand List shows the details of the users to whom the Asset is shared:

The SOQL to query the objects:

Select Id, Asset.Name, RowCause, UserOrGroup.Id, UserOrGroup.Name, UserOrGroup.Type, AssetAccessLevel from AssetShare

[Salesforce] The Sobject Crusade: AssetOwnerSharingRule

Source: AssetOwnerSharingRule

This object allows to manage the sharing rules for Asset object.

To enable sharing on the Asset object, go to Setup > Assets > Asset Settings:

Choose wether the Asset owner will be the object creator of the owner of the parent account.

Now go to Setup > Security Controls > Sharing Settings, change the Asset OWG (Organization-Wide Default) from Controller by Parent to Private or Public Read Only.

Click the New button on the Asset Sharing Rules to create a new owner based rule:

If you select a Rule Type of type Based on criteria you can also set Asset’s fields criteria to decide which groups can share the record:

N.B. To enable access to this record, you have to contact Salesforce customer support.

[Salesforce] The Sobject Crusade:AssetFeed

Source: AssetFeed

This object enables feed tracking on the Asset object.

For more details about objects’ Feed, go to AccountFeed object.

Enable feed tracking on Setup > Chatter > Feed Tracking:

And this is an Asset with feed tracking enabled:

Here is a simple query:

SELECT id, Type, Title, Body, Visibility, likecount, NetworkScope, (Select Id, FieldName, NewValue From FeedTrackedChanges) from AssetFeed

[Salesforce] The Sobject Crusade: Asset

Source: Asset

Asset object is a standard object that is used to track specific products that a company has purchased from your organization or from a competitor: it allows to have a history of your customer’s purchase history.

Here is a query:

Select Id, Name, Product2.Name, Account.Name, Contact.Name, Status, PurchaseDate, InstallDate, UsageEndDate, IsCompetitorProduct From Asset

[Salesforce] The Sobject Crusade: Approval

Source: Approval

This object was used to store the Approval process information of the Contract object.

With Spring 15 this is read-only and cannot be created in new orgs (more details here).

This object has been replaced by the general Approval Process represented by the ProcessInstance Sobject.

[Salesforce] The Sobject Crusade: Article Type__DataCategorySelection

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 menĂ¹ 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] The Sobject Crusade: Article Type__Feed

Source: Article Type__Feed

The object is part of the Salesforce Knowledge feature.

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

To enable Knwoledge base have a look at the Article Type__DataCategorySelection object description.

To enable feed on an article, go to Setup > Customize > Chatter > Feed Tracking and select your articole type (e.g. European Offer) and click the Enable Feed Tracking checkbox:

For more details about objects’ Feed, go to AccountFeed object.

Here is what you see when enabling feed tracking on the custom article type:

Here is a simple query:

SELECT id, Type, Title, Body, Visibility, likecount, NetworkScope, (Select Id, FieldName, NewValue From FeedTrackedChanges) from European_Offer__Feed 

[Salesforce] The Sobject Crusade: AppMenuItem

Source: AppMenuItem

This object hosts the applications you find in the app menĂ¹ (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

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

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