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Application Development

Date Comparisons in Dynamic SOQL Queries

When you start development in Salesforce using Apex classes you might struggle at first with building dynamic SOQL queries, specifically when it comes to comparing non-string values - in this example, dates. To start, we have a statement like this which will query active "Resources" objects:

List<Resource__c> resources = Database.query('Select Id, Name FROM Resource__c WHERE Status__c = \'Active\'');

CRM 2015: Enhance Your Plugins by Using Shared Variables

While it is commonly suggested that IExecutionContext.Depth should be used to prevent infinite loops in your plugins, IExecutionContext.SharedVariables can give you finer control over what your plugins are doing, in certain cases. Even better, Shared Variables provide a way to pass values from one plugin to another, as long as they’re in the same sequence of steps for a particular message.

AngularJS using the Select Element

AngularJS makes the rendering of an HTML select element quite simple, especially for dynamic options that can be retrieved via a backend service. The directive that AngularJS uses for select elements defined the ng-required attribute that is available for input elements and an ng-options attribute that can be used to generate option elements from arrays and objects, see Listing 1 below.

<!DOCTYPE html>

Query Salesforce Metadata from .NET

We recently had a need to be able to retrieve picklist values from the Salesforce case entity for use in another web application that was built using .NET. There are several ways we could have accomplished this. The first would have been to manually add the items to the other application (either hard coded or stored in a database). The problem with that approach is keeping the values in sync becomes troublesome. Do you have someone manually updating items as they change? You could, but what if they forget to update the external application?

Sequential Data Mapping in Informatica

Data migration tasks often require us to move records that are dependent on each other or linked with foreign keys. Since those connections are mostly modeled with the primary keys of those entities, we are forced to migrate those records in a particular order. We need to get the IDs of the entities in the new system, first, before we can use those keys to link them with their dependent entities. A common example would be the migration of accounts, including their associated contacts. We first move the accounts over to the new system.

Salesforce Global Picklists Are Coming!

As a technical consultant, you see the various CRM systems up close & personal as well as learn where one system excels relative to the others. In general, one is not necessarily better than other; it often comes down to a customer’s unique set of requirements.