Salesforce Solutions

Sunday, May 9, 2021

Record Locking/Unlocking From Apex(without approval process)

By using Apex, we can lock/unlock records without using any approval process. Before writing

any code in apex, first of all we need to go to setup -> Automation Process Setting-> check

Enable record locking and unlocking in Apex.

Below is the code snippet for to lock records directly from Apex class:

    customObj__c [] recordList = [SELECT Id from customObj__c WHERE Name 
        LIKE ‘testName%’];

    // to lock the records
    Approval.LockResult[] lockedResultList = Approval.lock(recordList,false);  

Here the lock method of Approval class takes 2 parameters:

• The set of records need to be locked.

• Boolean allorNothing, It returns the lock results, including failures if set to false. So it

supports partial locking.

To check which records successfully got locked as well as the failed records, we

can iterate overthe list of records below :-

    // Iterate to check success & failure records
    for(Approval.LockResult lr : lockedResultList) { 

       if (lr.isSuccess()) { 
           System.debug('Locked record id –> ' + lr.getId()); 
       } else { 
          for(Database.Error err : lr.getErrors()) { 
               System.debug('error –> '+err.getStatusCode() + 
              ': ' + err.getMessage()); 
          }
       } 
    }  

Similar to above process you can also unlock the locked record:

    customObj__c [] recordList = [SELECT Id from customObj__c WHERE Name 
        LIKE ‘testName%’];

    // to unlock the records
    Approval.UnlockResult[] urList = Approval.unlock(recordList,false);  

To see more available features of Approval class, please refer to the link below:

https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_methods_system_approval.htm

Sunday, May 2, 2021

With Sharing & Without Sharing keywords in APEX

With Sharing Keyword: When you want to enforce sharing rules that apply to the

current user while executing an Apex class, you must use With Sharing keyword for the

class. Without With Sharing keyword, the class would execute in system context, i.e. the

sharing rules will not be applied for the current user. So the records that are not suppose to be

accessed by the current user will be exposed.

The only exceptions to this rule are Apex code that is executed with the

executeAnonymous call and Connect in Apex. executeAnonymous always executes

using the full permissions of the current user.

Example:

public with sharing class sharingClass {

// Code here

}

Without Sharing Keyword: It ensures that the sharing rules of the current user are

not enforced. So why do we have to explicitly define Without Sharing as if you don't

mention any keyword, it will enforce sharing rules as it will execute in system context? The

answer is when the class(no sharing is mentioned ) is called from another class that is

declared using With Sharing then sharing is enforced for the called class. To avoid such

situation, we can explicitly define Without Sharing so that the class (no sharing is

mentioned ) will run in system context.

Example:

public without sharing class nosharing {

// Code here

}

Important things to Remember about Sharing Keywords:

The Sharing settings are applied on the class where the method is defined, not of the

class where the method is called. For example, if a method is defined in a class with With

Sharing and the method is called from a class declared with Without Sharing, the method

executes with sharing rules enforced.

A class isn’t declared as either with or without sharing, the class doesn’t enforce sharing

rules for the current user except when it acquires sharing rules from another class. For

example, if the class is called by another class that has with sharing keyword, then sharing is

enforced for the called class.

Both inner classes and outer classes can be declared as With Sharing. The sharing

setting applies to all code contained in the class, including initialization code, constructors,

and methods but Inner classes do not inherit the sharing setting from their container class.

A class can inherit sharing setting from a parent class when one class extends or

implements another.

Friday, December 20, 2019

Sample package.xml Manifest Files used for ANT tool

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">

(Represents an Apex page)
<types>
<members>Utilities</members>
<name>ApexClass</name>
</types>

(Represents a Visualforce page)
<types>
    <members>Unauthorized</members>
<name>ApexPage</name>
  </types>

(Represents a Visualforce component)
<types>
    <members>Order_Acknowledgement_Email</members>
<name>ApexComponent</name>
  </types>

(Represents an Apex trigger)
<types>
    <members>User_Trigger</members>
<name>ApexTrigger</name>
  </types>

(Represents a suite of Apex test classes to include in a test run)
<types>
    <members>All_Test_Suite</members>
<name>ApexTestSuite</name>
  </types>

(Represents the app menu or the Salesforce mobile navigation menu)
<types>
    <members>AppSwitcher</members>
<name>AppMenu</name>
  </types>

(Represents the metadata associated with an Approval Process)
<types>
  <members>Program__c.ProgramApproval</members>
<name>ApprovalProcess</name>
  </types>

(Represents specific assignment rules)
<types>
  <members>Lead.ProgramAssignment</members>
<name>AssignmentRule</name>
  </types>

(Represents all assignment rules in an object)
<types>
  <members>Lead</members>
<name>AssignmentRules</name>
  </types>

(Represents specific auto-response rules)
<types>
  <members>Lead.ProgramLeadAutoresponse</members>
<name>AutoResponseRule</name>
  </types>

(Represents all auto-response rules in an object)
<types>
  <members>Lead</members>
<name>AutoResponseRules</name>
  </types>

(Represents an Aura definition bundle)
<types>
  <members>ContactDetails</members>
<name>AuraDefinitionBundle</name>
  </types>

( Represents an authentication provider (auth provider). An auth provider lets users log in to your Salesforce org from an external service provider, such as Facebook, Google, or GitHub)
<types>
    <members>UI_API_Auth_Provider</members>
<name>AuthProvider</name>
  </types>

(The BusinessProcess metadata type enables you to display different picklist values for users based on their profile)
<types>
    <members>Opportunity.Sales Process - Partner</members>
<name>BusinessProcess</name>
  </types>

(Represents the definition of a set of branding properties for a community, as defined in the Branding Panel in Community Builder)
<types>
    <members>customer_satisfaction_survey</members>
<name>BrandingSet</name>
  </types>

(Represents the metadata associated with a compact layout)
<types>
  <members>Project__c.SiliconProjectContactLayout</members>
<name>CompactLayout</name>
  </types>

(Represents Custom Object tab, Web tab and Visualforce tab)
<types>
  <members>Program__c</members>
<name>CustomTab</name>
  </types>

(Represents a connected app configuration)
<types>
    <members>Tata_Sales_ConnectedApp</members>
<name>ConnectedApp</name>
  </types>

(Represents a Salesforce site. Create public websites and applications that are directly integrated with your Salesforce organization, but don't require users to log in with a username and password)
<types>
    <members>Partner_Registration</members>
<name>CustomSite</name>
  </types>

(Represents a custom link defined in a home page component)
<types>
    <members>SBQQ__HideGlobalHeader</members>
<name>CustomPermission</name>
  </types>

(Represents a custom link defined in a home page component)
<types>
    <members>ConfigureQuoteQuickly</members>
<name>CustomPageWebLink</name>
  </types>

(Represents salesforce standard & custom object)
<types>
    <members>Program__c</members>
<name>CustomObject</name>
  </types>

(This metadata type allows you to translate custom objects for a variety of languages)
<types>
    <members>WorkType-zh_TW</members>
<name>CustomObjectTranslation</name>
  </types>

(Represents the metadata associated with a custom notification type. Custom notification types allow you to send a custom desktop or mobile notification via a process or invocable API call)
<types>
    <members>Lead_Approve_Notification</members>
<name>CustomNotificationType</name>
  </types>

(Represents a record of a custom metadata type)
<types>
    <members>SME_Variable.Partner_Manager_Name</members>
<name>CustomMetadata</name>
  </types>

(The CustomLabels metadata type allows you to create custom labels that can be localized for use in different languages, countries, and currencies)
<types>
    <members>*</members>
<name>CustomLabels</name>
  </types>

(For individual custom label)
<types>
<members>quoteManual</members>
<name>CustomLabel</name>
</types>

(Represents the metadata associated with a field)
<types>
    <members>Account.Product_Family__c</members>
<name>CustomField</name>
  </types>

(Represents the metadata for creating an asset file. Asset files enable a Salesforce file to be used for org setup and configuration purposes)
<types>
    <members>generic_company_logo</members>
<name>ContentAsset</name>
  </types>

(Represents the Social Business Rules custom format for the Case Subject field on cases created from inbound social posts)
<types>
    <members>SCSCaseSubjectParticle1</members>
<name>CaseSubjectParticle</name>
  </types>

(Represents a campaign influence model used by Customizable Campaign Influence)
<types>
    <members>primaryModel</members>
<name>CampaignInfluenceModel</name>
  </types>

(Represents a custom or standard application)
<types>
    <members>MicrosoftSalesApp</members>
<name>CustomApplication</name>
  </types>

(Represents a rule that specifies how duplicate records in an object are detected)
<types>
    <members>Contact.Standard_Contact_duplicate_rule</members>
<name>DuplicateRule</name>
  </types>

(Represents a Document. All documents must be in a document folder, such as samplefolder/testdocument)
<types>
    <members>CPQ_Product_Images/HPMouse.png</members>
<name>Document</name>
  </types>

(Represents a group of users who have the same administrative privileges)
<types>
    <members>CustomerCommunity</members>
<name>DelegateGroup</name>
  </types>

(Represents a data category group)
<types>
    <members>Servers_Storage</members>
<name>DataCategoryGroup</name>
  </types>

(Represents a dashboard)
<types>
    <members>Servers_Storage</members>
<name>Dashboard</name>
  </types>

(Represents case escalation rules to escalate cases automatically if they are not resolved within a certain period of time)
<types>
<members>Case</members>
<name>EscalationRules</name>
</types>

(Represents specific case escalation rules to escalate cases automatically if they are not resolved within a certain period of time)
<types>
    <members>Case.Case Escalation Rules</members>
<name>EscalationRule</name>
  </types>

(Represents an entitlement template. Entitlement templates are predefined terms of customer support that you can quickly add to products)
<types>
    <members>Software Support Plan</members>
<name>EntitlementTemplate</name>
  </types>

(Represents the settings for an entitlement process)
<types>
    <members>Software Support Plan</members>
<name>EntitlementProcess</name>
  </types>

(Represents an email template)
<types>
<members>Support_Email_Templates/SUPPORTSelfServiceResetPassword</members>
<name>EmailTemplate</name>
</types>

(Represents an email service)
<types>
<members>Support_Email_Templates/SUPPORTSelfServiceResetPassword</members>
<name>EmailServicesFunction</name>
</types>

(Represents the flow definition’s description and active flow version number)
<types>
    <members>satisfaction_survey</members>
<name>FlowDefinition</name>
  </types>

(Represents the metadata associated with a flow)
<types>
    <members>satisfaction_survey</members>
<name>Flow</name>
  </types>

(Represents the metadata associated with a Lightning page)
<types>
    <members>Territory_Record_Page</members>
<name>FlexiPage</name>
  </types>

(Represents a field set. A field set is a grouping of fields)
<types>
<members>Account.Emergency_Account_Fields</members>
<name>FieldSet</name>
</types>

(Represents a set of public groups, which can have users, roles, and other groups)
<types>
    <members>Credit_Check_Group</members>
<name>Group</name>
  </types>

(Represents a set of public groups, which can have users, roles, and other groups)
<types>
    <members>SubscriptionPricing</members>
<name>GlobalValueSet</name>
  </types>

(Represents the metadata associated with a home page layout)
<types>
    <members>Channel Manager Home Page</members>
<name>HomePageLayout</name>
  </types>

(Represents the metadata associated with a home page layout)
<types>
   <members>Channel Manager Home Page</members>
<name>HomePageComponent</name>
  </types>

(Represents a package to be installed or uninstalled)
<types>
    <members>SocialService</members>
<name>InstalledPackage</name>
  </types>

(ListView allows you to see a filtered list of records)
<types>
    <members>Account.My_Accounts</members>
<name>ListView</name>
  </types>

(Represents the metadata associated with a page layout)
<types>
    <members>Account.Site Accounts</members>
<name>Layout</name>
  </types>

(Represents a matching rule that is used to identify duplicate records)
<types>
    <members>Account</members>
<name>MatchingRules</name>
  </types>

(Represents a named credential, which specifies the URL of a callout endpoint and its required authentication parameters in one definition)
<types>
    <members>UI_API_Named_Credential</members>
<name>NamedCredential</name>
  </types>

(Represents the branding and color scheme applied to a Community)
<types>
    <members>Company_Partner_Community</members>
<name>NetworkBranding</name>
  </types>

(Represents a Community)
<types>
   <members>My Company Partner Community</members>
<name>Network</name>
  </types>

(Represents a user profile)
<types>
   <members>CRM_Channel_Manager</members>
<name>Profile</name>
  </types>

(Represents a set of permissions that's used to grant additional access to one or more users without changing their profile or reassigning profiles)
<types>
   <members>Article_Access</members>
<name>PermissionSet</name>
  </types>

(Represents a specified create or update quick action for an object that then becomes available in the Chatter publisher)
<types>
    <members>PF_Product__c.PF_New_Epic</members>
<name>QuickAction</name>
  </types>

(Represents a holding area for items before they are processed)
<types>
   <members>Partner_Referral_Lead_Queue</members>
<name>Profile</name>
  </types>

(Represents a Role in your Organization)
<types>
    <members>Security</members>
<name>Role</name>
  </types>

(Represents the metadata associated with a custom report type)
<types>
    <members>User_with_Opportunity</members>
<name>ReportType</name>
  </types>

(Represents the metadata associated with a Custom Report Type)
<types>
    <members>PartnerUserFolder/Projects_By_Approval_Status_hS5</members>
<name>Report</name>
  </types>

(Represents a Remote Site Setting)
<types>
    <members>Emerson_Sandbox</members>
<name>RemoteSiteSetting</name>
  </types>

(Represents a Record Type)
<types>
    <members>Account.Account_site</members>
<name>RecordType</name>
  </types>

(Represents a static resource)
<types>
    <members>YUILibrary</members>
<name>StaticResource</name>
  </types>

(Represents the organization settings related to a feature)
<types>
    <members>Security</members>
<name>Settings</name>
  </types>

(Represents the base container for sharing rules)
<types>
    <members>Account</members>
<name>SharingRules</name>
  </types>

(Represents Criteria based sharing rules)
<types>
    <members>Account.Share_Partner_Accounts</members>
<name>SharingCriteriaRule</name>
  </types>

(Represents Ownership based sharing rules)
<types>
    <members>Order.Read_All_Orders_Internally</members>
<name>SharingOwnerRule</name>
  </types>

(Represents an Apex sharing reason, which is used to indicate why sharing was implemented for a custom object)
<types>
    <members>Order.Read_All_Orders_Internally</members>
<name>SharingReason</name>
  </types>

(Represents a Sharing set)
<types>
    <members>Partner_Access_to_Accounts</members>
<name>SharingSet</name>
  </types>

(Represents a site for deployment)
<types>
    <members>My_Company_Customer_Service_C</members>
<name>SiteDotCom</name>
  </types>

(Represents a site for deployment)
<types>
    <members>My_Company_Customer_Service_C</members>
<name>SiteDotCom</name>
  </types>

(Represents a validation rule)
<types>
    <members>Program__c.Territory_Name_is_empty</members>
<name>ValidationRule</name>
  </types>

(Represents the metadata associated with a workflow rule)
<types>
    <members>Account</members>
<name>Workflow</name>
  </types>

(Represents an email alert associated with a workflow rule)
<types>
    <members>Case.SME_25_discount_Email_Alert</members>
<name>WorkflowAlert</name>
  </types>

(Represents a Workflow field update)
<types>
    <members>Address__c.Update_The_Name_Field</members>
<name>WorkflowFieldUpdate</name>
  </types>

(Represents a Workflow field update)
<types>
    <members>Address__c.Update The Address Name</members>
<name>WorkflowRule</name>
  </types>

(Represents an assigned workflow task)
<types>
    <members>Address__c.Update The Address Name</members>
<name>WorkflowTask</name>
  </types>

<version>45.0</version>
</Package>

Salesforce Solutions

Navigational Menu

Sunday, May 9, 2021

Record Locking/Unlocking From Apex(without approval process)

Sunday, May 2, 2021

With Sharing & Without Sharing keywords in APEX

Monday, March 9, 2020

Salesforce Platform Developer 1 Certification Maintenance WI20 Solutions

Salesforce Administrator Certification Maintenance WI20 Solutions

Friday, December 20, 2019

Sample package.xml Manifest Files used for ANT tool