Salesforce Shots: Access Salesforce Data Outside Salesforce using API
Whenever we need to access salesforce data outside of salesforce, firstly we need to create a connected app inside our Salesforce org, it will give the credentials like client Id, and client secret which we will use to generate access token as parameters. In our scenario, we are using Postman where we can access the […]
Salesforce Shots: Test Data Factory in Salesforce
TestDataFactory/TestUtility is a container that is an org-wide special apex test class & excluded from the organization code size limit. In addition, it’s annotated with @isTest. Use case: In test classes, we used to create multiple test data records (Account, Contact, Opportunity, etc) for the testing apex class. In this scenario, we can use the […]
Salesforce Shots : Add multiple Recipients with different roles dynamically in Conga Sign URL
Problem Statement: How to add multiple Recipients with different roles dynamically in Conga Sign URL? Solution: We can add multiple Recipients with roles and change the role while sending the mail in the Conga Sign screen. But if we need automatic role assignment in the Conga Sign, we can add multiple Recipients with roles while […]
Salesforce Shots: Display picklist field values on Experience Cloud
Problem: I am working on Salesforce since 3 years but it was my first encounter with Experience cloud. I have added a picklist in the lead object but it was not showing on the lightning page in Experience cloud even after giving all permissions. Solution: I have a ‘Web to lead‘ Form which is built […]