Crusade – Page 4 – Nerd @ Work

[Salesforce] The Sobject Crusade: AccountPartner

By Enrico Murru

On April 12, 2016

In Post

Back to the Sobject Crusade list.

Source: AccountPartner

This object links 2 accounts in a partnership relation.

To create a new AccountPartner object, add the Partners related list on the Account object:

Click the New button and add as many Account partners as you want, setting also a role in the partnership:

This action populates the related list:

Note that, on the other Account’s related list, there will be the same relationship but with a different type:

This means that for each partner relationship we’ll have 2 object:

One AccountPartner for the wanted relation (with the specified role type)
One AccountPartner for the reverse relation (with the “reverse” role type)

The reverse value of the role is taken from the PartnerRole object in the ReverseRole field.

The AccountPartner records can be created also in the Opportunity’s Partners related list, and the records will come with the OpportunityId field set and a Primary flag:

That outputs in the related list:

And in the main Account object:

From the SOQL point of view let’s execute the following query:

Select Id, AccountFrom.Name, AccountTo.Name, Opportunity.Name, Role, IsPrimary from AccountPartner Where AccountFromId = ‘00124000003vaBu’ or AccountToId=’00124000003vaBu’

[Salesforce] The Sobject Crusade: AccountOwnerSharingRule

By Enrico Murru

On April 8, 2016

In Post

Back to the Sobject Crusade list.

Source: AccountOwnerSharingRule

This object allows to manage the sharing rules for account, other than the owner.

When an Account is owned by a User who is related to the group referenced in the GroupId field, than the sharing rule applyes to the User or Group defined in the UserOrGroupId.

You can specify access levels to the Account object and to the main standard related objects: Case, Contact, Opportunity.

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

This object can be created via GUI in Setup > Security Controle > Sharing Settings:

If you select, on step 2, a Rule Type of type Based on criteria you can also set Account’s fields criteria to decide which groups can share the record:

This kind of configuration is not creatable using the AccountOwnerSharingRule object.

[Salesforce] The Sobject Crusade: AccountHistory

By Enrico Murru

On April 8, 2016

In Post

Back to the Sobject Crusade list.

Source: AccountHistory

This object supports Field Tracking History on the Account object.

To track fields on the Account object, go to Setup > Accounts > Fields and click the Set History Tracking button.

Then click on the Enable Account History flag and select all fields to be tracked:

From now on the selected fields will be tracked in the Account History related list:

Here is the corresponding query:

Select Id, Field, NewValue, OldValue From AccountHistory Where AccountId = '00124000003vaBu'

History tracking has few limitations:

You can track upto 20 standard and custom fields per custom object
The field history data is retained for up to 18 months
Changes to fields with more than 255 characters are tracked as edited, and their old and new values are not recorded
Tracked field values are not automatically translated
Changes to custom field labels that have been translated via the Translation Workbench are shown in the locale of the user viewing the History related list
Changes to date fields, number fields, and standard fields are shown in the locale of the user viewing the History related list
If a trigger causes a change on an object the current user doesn’t have permission to edit, that change is not tracked because field history honors the permissions of the current user
Additional field history increases beyond your current limits require the purchase of the Field Audit Trail add-on, following the Spring ’15 release

[Salesforce] The Sobject Crusade

By Enrico Murru

On April 4, 2016

In Post

Design by Davide D’Annibale
In the past months I hit the severe wall of ignorance at least twice (with all my face), so I decided to start a personal crusade to cover all Salesforce Standard Objects, using the SOAP API Developer’s Guide and its list of Standard Objects.

To support this research, I start by reading the standard guide of an object and then making all actions to use that object in order to query for its records.

Sometimes an object is simple and well known that is quite useless to explore it (I said quite, because sometimes you find unknown features even with the objects you use daily); on the other hand some objects are cool because to use them you have to make configurations and write code and do stuff you haven’t never done, some other times you simply cannot do anything because the object is deprecated (and you are not that old to have a Developer ORG with that feature activated…my first API level is 15 BTW).

Moreover Salesforce Platform releases are not done yet, so I expect the number of objects will increse release after release.

As of Spring ’16 the number of objects is 546: this means that if I post an Object daily (weekends included), I’ll finish the research in the next 2 years….definitely too much!

That’s the reason I’ll try to post group of objects daily or so (ok, this is not a job, so maybe I shouldn’t promise something that I cannot keep, I still have a life…) instead of only one: on the blog sidebar you’ll always see a link of the last objects added.

If you want to partecipate in the crusade you are welcome!

The following list will be updated every time an object is added.

Legend:

[NA] – Un-activable (the feature is an old feature that cannot be activated on recent Dev Orgs)
[SR] – Salesforce.com Support Required (the feature needs Salesforce.com support activation)
[SRP] – Salesforce.com Support Required (Partially) (a part of the feature needs Salesforce.com support activation)

When Salesforce is life!

Tag: Crusade

[Salesforce] The Sobject Crusade: AccountPartner

[Salesforce] The Sobject Crusade: AccountHistory

[Salesforce] The Sobject Crusade

If you want to partecipate in the crusade you are welcome!