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Custom Settings in Salesforce

"Custom Settings are hidden gems in Apex that always impresses people, especially bosses!" but the next question that stands is "How?" As shared by David Liu in his site sfdc99.com Consider a block of code that is executing and sending out different results for different input types but those inputs are not managed within the code. Its managed outside, by someone else. Being a developer, your task is reduced as all you have to do is to enable your code to understand those external values from some external object and use them for different outputs. Custom settings are very useful when it comes to storing static or reusable information in Salesforce, plus it also can work as a switch to turn your application rules ON and OFF. Very basically speaking, Custom Settings are much like Custom Objects and are accessible via their own API, but you can’t have triggers on a Custom Setting and the available field types are more limited. They do count towards your Cu...
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Custom Metadata Types

Metadata is something that defines the overall organizational structure. And then if you can create your own,custom types as per your requirements, how good that would be? Hell yeah.!! Post summer 15, you can create your own metadata in Salesforce.  AWESOME.!!!! Custom metadata is customizable, deployable, packageable, and upgradeable application metadata. A custom metadata type is defined as a custom object and is stored in the objects folder. Custom metadata types have a suffix of __mdt (instead of __c for custom objects). Custom metadata type field names have a suffix of __c, like other custom fields. Custom metadata type field names must be dot-qualified with the name of the custom metadata type to which they belong. (SOURCE: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_custommetadatatypes.htm) The records of custom metadata types are metadata This means that, unlike custom objects or custom settings records, the records of custo...
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Bulk assign permission set with Data-Loader

Many times, we come across scenarios where we need to assign all the users in a "Public Group" with a specific "Permission Set". Looks like a genuine & monotonous problem right? Well, yes it is right as you need to add the users one-by-one or by using the great app-exchange product "The Permissioner". What can be irritating is, when there are different users whose usernames are starting with different letters and suddenly the app crashes. Frustrating AF.!!!!!!!! To put an end to this problem, let me share with you a simple technique that can actually take away all the nightmares of such problems from you. "Data-Loader" - A very simple, yet very powerful tool that is actually what your savior is. Wanna know more about 'HOW'? Read On!!! Let us assume, the group whose users you would like to assign a specific permission set to be "My Group" with the ID "00G0O000001fMc0UAE" The permission set that we want to ...
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Salesforce Reports & Dashboard

Reports  - The very basics of any business needs which gives a great view about ones organizational status. Be it your sales pipeline, your service queue or marketing insights, one look at a report and you have it all. Sounds amazing isn't it? All the hard work you do, all the tough escalations you manage to handle, all the happy customers or all the dissatisfied customers, everything is represented in numbers and is displayed in graphical form using dashboard or reporting snapshot. Salesforce being a Customer Success Platform has one robust reporting engine which helps us build different insights about how an organization is performing.  In Salesforce we have different tools designed specifically according to your needs. Requirements that are must for your business to grow.  Whatever you do, its all numbers and graphs. :)  Essentially there are 4 types of reports available for use: Tabular Report--  A basic table formatted report showing...
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