rover

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 […]

rover

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 […]

rover

Salesforce Shots: No-Code Flow Testing (Beta)

In Salesforce summer-22 release, salesforce launched View Tests (beta) which will help you to test  Record Triggered Flow. In the Salesforce ecosystem, everyone knows Flow is the future of declarative automation tools. It will replace the existing workflow & process builder soon. After saving Record-Triggered Flow, click the “View Tests (beta)” button where you can […]

rover

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 […]