Get record count from salesforce group by createddate

SELECT Count(Id), calendar_year(CreatedDate) from Task
GROUP BY calendar_year(CreatedDate)
Order By calendar_year(CreatedDate)

Power Partner User:

To bulk load Partner user in salesforce below are the steps:

1. Create those Partner Users as Contact.
2. But to create contact we should create account first.
3. Create account and enable this account as partner account.
4. Load all contact under the account created in step 3 with ispartner=TRUE
5. Now create 1 user with correct account and contact id populated
6. step 5 will create partner role now update users role with appropriate role ids
7. create bulk users same way we created in step 5

Get Object Name of activity whatid

week before I came across the situation where task whoid and whatid are associated with many custom object and prob was how to find the object name. Object Name is required since when migrating task records then these object ids will change.

so below is the option i tried to get the Object name with objectPrefix values

String objPrefix  =  '800';              //replace this with your object first 3 digit

Map<String, Schema.SObjectType> gd = Schema.getGlobalDescribe();
for(Schema.SObjectType objectInstance : gd.values())
{
if(objectInstance.getDescribe().getKeyPrefix() == objPrefix )
{
System.debug('Object Name is: '+ objectInstance.getDescribe().getName());
}
}

Today, when i tried to export attachment related to account. i could not export because salesforce doesn't provide way of using string function on lookup object.

so what i did :

integer i=0;
for(Attachment a :[SELECT id,parentid  FROM Attachment]){
 string s =a.parentid ;
  if(s.startsWith('001')){
     i = i+1;
   }
}

system.debug('NUMBER OF ATTACHMENT==============='+i);

Using Date format to fetch data from SQL in talend

this is how context variable can be used

"SELECT * FROM ACCOUNTS WHERE
TO_DATE(CREATEDATE, 'YYYY-MM-DD\"T\"HH24:MI:SS') <= " + context.LastRunTime + " AND
TO_DATE(LASTMODIFIEDDATE, 'YYYY-MM-DD\"T\"HH24:MI:SS') > " + context.LastRunTime

What if excel can't remove trailing space using TRIM function

Today i wondered when excel clean and trim function could not do what it supposed to. Reason was content was copied from net and have trailing spaces. These trailing spaces are due to &nbsp which is hidden.

so I used below function within excel to get the removed trailing spaces

=TRIM(SUBSTITUTE(B1,CHAR(160),CHAR(32)))

First substitute  ASCII character for &nbsp i.e. 160 with the ASCII code for normal space i.e. 32

and in last TRIM will do it's job.

Salesforce Bulk API behavior with Talend

When using Talend to move records from Oracle DB to SFDC i got an error like this.

Exception in component tSalesforceOutputBulkExec_1_tSBE
[AsyncApiException  exceptionCode='InvalidBatch'
exceptionMessage='Records not processed'
]

after researching and trying lot options I found Talend taken default schema when I refreshed schema and it worked fine.

Talend tFilter Explored

Today when i was using tFilter option in Talend My filter was not fetching correct result. Check below the screenshot.

Then i decided to try Use Advance mode option and i wrote below code.
(input_row.SAP_ID.equals(null)) && (input_row.Name_1.equals(null)))

still it was not working as needed, might be because null is not meant for equals function.
I tried (input_row.SAP_ID!="" && (input_row.Name_1!="")) but no luck.

Then i searched and found Talend compare strings lexicographically so I tried to use below code and it worked perfectly.
(input_row.SAP_ID.compareTo("")!=0) && (input_row.Name_1.compareTo("")!=0)

So i got answer why above screenshot fetches wrong result which can be corrected as

Agile a framework best suited for Salesforce Projects.

AGILE FOR DUMMIES eBOOK pdf

View more ebooks on ebookbrowse.com

BT Feature by Salesforce

Salesforce has a number of features that they can enable or enhance via their “Black Tab” on an org by org basis.

SSN Validation rule

Recently we come up with requirement where we need to validate Social security number. Here it is for you all. Before that i want to elaborate on structure of SSN number. it is nine-digit number in the format "AAA-GG-SSSS".The number is divided into three parts first part denotes the Area and middle 2 digit is Geo and last four digits are Serial Numbers that represents a numerical sequence of digits from 0001-9999.

Not(OR(LEN(SSN__c)=0,REGEX(SSN__c,"[0-9]{3}-[0-9]{2}-[0-9]{4}"))).

Talend an ETL Tool

•ETL is an abbreviation of the three words Extract, Transform and Load. It is an ETL process to extract data, mostly from different types of systems, transform it into a structure that’s more appropriate for reporting and analysis and finally load it into the database and or cube(s).

•ETL – EXTRACT FROM SOURCE

•ETL – TRANSFORM THE DATA

Real-life ETL cycle

•Build reference data

•Extract (from sources)

•Validate

•Transform (clean, apply business rules, check for data integrity, create aggregates or disaggregates)

•Stage (load into staging tables, if used)

•Audit reports (for example, on compliance with business rules. Also, in case of failure, helps to diagnose/repair)

•Publish (to target tables)

•Archive

Extract

•The purpose of the extraction process is to reach to the source systems and collect the data needed for the data warehouse.

•Usually data is consolidated from different source systems that may use a different data organization or format so the extraction must convert the data into a format suitable for transformation processing.

•The complexity of the extraction process may vary and it depends on the type of source data.

•The extraction process also includes selection of the data as the source usually contains redundant data or data of little interest. 

For the ETL extraction to be successful, it requires an understanding of the data layout. A good ETL tool additionally enables a storage of an intermediate version of data being extracted. This is called "staging area" and makes reloading raw data possible in case of further loading problem, without re-extraction. The raw data should also be backed up and archived. 

Transform

•The transform stage applies a series of rules or functions to the extracted data from the source to derive the data for loading into the end target. Some data sources will require very little or even no manipulation of data. In other cases, one or more of the following transformation types may be required to meet the business and technical needs of the target database:

•Selecting only certain columns to load (or selecting null columns not to load). For example, if the source data has three columns (also called attributes), for example roll_no, age, and salary, then the extraction may take only roll_no and salary. Similarly, the extraction mechanism may ignore all those records where salary is not present (salary = null).

•Translating coded values (e.g., if the source system stores 1 for male and 2 for female, but the warehouse stores M for male and F for female)

•Encoding free-form values (e.g., mapping "Male" to "1")

•Deriving a new calculated value (e.g., sale_amount = qty * unit_price)

•Sorting

•Joining data from multiple sources (e.g., lookup, merge) and deduplicating the data

•Aggregation (for example, rollup — summarizing multiple rows of data — total sales for each store, and for each region, etc.)

•Generating surrogate-key values

•Transposing or pivoting (turning multiple columns into multiple rows or vice versa)

•Splitting a column into multiple columns (e.g., putting a comma-separated list specified as a string in one column as individual values in different columns)

•Disaggregation of repeating columns into a separate detail table (e.g., moving a series of addresses in one record into single addresses in a set of records in a linked address table)

•Lookup and validate the relevant data from tables or referential files for slowly changing dimensions.

•Applying any form of simple or complex data validation. If validation fails, it may result in a full, partial or no rejection of the data, and thus none, some or all the data is handed over to the next step, depending on the rule design and exception handling. Many of the above transformations may result in exceptions, for example, when a code translation parses an unknown code in the extracted data.

The transform stage of an ETL process involves an application of a series of rules or functions to the extracted data. It includes validation of records and their rejection if they are not acceptable as well as integration part. The amount of manipulation needed for transformation process depends on the data. Good data sources will require little transformation, whereas others may require one or more transformation techniques to to meet the business and technical requirements of the target database or the data warehouse. The most common processes used for transformation are conversion, clearing the duplicates, standardizing, filtering, sorting, translating and looking up or verifying if the data sources are inconsistent. A good ETL tool must enable building up of complex processes and extending a tool library so custom user's functions can be added.

Load

•The loading is the last stage of ETL process and it loads extracted and transformed data into a target repository. There are various ways in which ETL load the data. Some of them physically insert each record as a new row into the table of the target warehouse involving SQL insert statement build-in, whereas others link the extraction, transformation, and loading processes for each record from the source. The loading part is usually a bottleneck of the whole process. To increase efficiency with larger volumes of data we may need to skip SQL and data recovery or apply external high-performance sort that additionally improves performance.
Talend Profile

•Its GUI is made of a metadata repository and a graphical designer. The metadata repository contains the definitions and configuration for each job - but not the actual data being transformed or moved.

•The information in the metadata repository is used by all of the components of Talend Open Studio.

Talend can be used

•Synchronization or replication of databases

•Right-time or batch exchanges of data

•ETL (Extract Transform Load) for analytics

•Data migration

•Complex data transformation and loading

•Data quality

Best Part

•Talend Open Studio operates as a code generator allowing data transformation scripts and underlying programs to be generated either in Java (since v2.0) or Perl (since v1.0).

•Of course we can customize wherever needed.

Salesforce Winter 12 Release

Salesforce's Winter 12 Features Announced

After Dreamforce 11, salesforce has just published the Winter 12 release notes. There are many new features in this release, and some influential ones. I am posting few of them

• Analytics Enhancements - Coming out of Dreamforce (more on my Dreamforce thoughts in another post), this is what I was most excited about. Starting with this release, there is a terrific roadmap of new features for reports and dashboards, which is going to be a big win for customers. Just to name a few of the new ones in Winter 12:
  
  
  
  • Dashboard Filters - Tired of creating a clone for a dashboard just to get a cut on a different metric, like Region or Industry? Dashboard filters allows you to add a filter to the dashboard, that when changed, applies to the filter to all the dashboard components. A small, but terrific feature. For now, it can only be a picklist, lookup or text field. (let's hope date fields are close behind)
    
  • New Reports Tab - A slick re-design of the Reports tab. The image shows it nicely, but essentially it combines Reports and Dashboards into one place to find and run them. An enhanced search has also been added for those customers with lots of reports or dashboards. A few other additions helps admins manage the folders and creation a bit better, so all around a good addition.
  • Visualforce Charting - This is a pilot, but salesforce showed it at Dreamforce and it looked very slick. Essentially, visualforce reports are much easier to build as there are now pre-built components for reports and charts which means you won't need to start from scratch building them.
  • Reports are now in the Recent Items list
  
  
• Chatter Enhancements - As expected, there's a few new Chatter enhancements, but I almost see this as the next level of Chatter. It's no longer just a feed.
  
  
  • Chatter Messages - Messaging and Presence now built directly into salesforce. This is a big collaboration enhancement, as now users can see if someone is logged into salesforce, and send them a private message. Just another step to allowing the team to remain in salesforce to get all the information they need.
    
  • Customers in Private Chatter Groups - Your Customers (or Partners, which I think is even bigger), can now be invited into private and secure Chatter groups so they can collaborate with your salesforce users. Share files, posts, messages, etc. just like you would with a normal salesforce user. Best of all, it's free.
    
  • Chatter Approvals - Approvals can now be managed through the Chatter feed

• SiteForce - Salesforce showed this off at Dreamforce 10, and it's coming live in Winter 12. Too many details to cover here, but essentially, SiteForce is a CMS editor to create pages for Sites easier. Currently, if you want to really change your portal look and feel, you'd need to create visualforce pages. With this, you get much more flexibility in what you can customize, and from the look of it, the ability to do it a lot easier than visualforce.

• Social Contacts - Directly from the Contact record, you can now view a Contact's Twitter, Facebook, or Linkedin feed. This is the next step in Salesforce's push to "socialize" the enterprise and I can see where Radian6 will step in soon to enhance this even further. For now, this is simply a way to view the feeds, as long as you know your contact's user ID for these services. Speaking of which...

• Data.com - Jigsaw is now called data.com. First, one of the big announcements at Dreamforce was that Data.com now contains a subset of D&B information. This is big. Previously, Jigsaw was great for contact data, but pretty poor around Account information. D&B was the exact opposite. Now, with one service you can get the best of both, completely integrated with salesforce and with the ability to make it even more powerful with API access. This is becoming a must have if you do serious lead nurturing or outbound calling. In addition to this announcement, there are a few new enhancements within salesforce, including the ability for users to save searches and improved exporting. Finally, back to the Social Contacts. With salesforce.com's focus on the "social enterprise", it is clear that Data.com will be making a strong push to start capturing company's and contact's social accounts as well as their email and phone.

• Forecasts - A revamp of the Forecasts feature. A new, impressive looking UI, and some nice improvements to the usability. From the notes, it's hard to tell if it is more flexible though, which has always been the biggest issue.

• Salesforce for Outlook now supports Outlook 2010, including 64 bit. Still no ability to create Cases from an email though.

• CTI 4.0 - Of course, this doesn't mean the phone vendors will support it just yet, so may be a lag before you can take advantage of this. Biggest part of this is it now supports Chrome as well the Mac.

Winter 12 is a big release with great enhancements and a lot of smaller enhancements to really fill it out. Please comment if you find out more.

Salesforce CRM Overview

Software as a service (SaaS), sometimes referred to as "on-demand software," is a software delivery model in which software and its associated data are hosted centrally on a service offering compnies premise(called as on "cloud") and are typically accessed by users using a thin client, normally using a web browser over the Internet.

Force.com is a platform provided by salesforce which is totaly on cloud. It is generally known as PaaS (Platform as a Service). Customer need not to maintain any Application or database server simply buy licenses to use services on per user basis.

Salesforce application operate on Multitenant Environment. A multitenant application cost-efficiently shares 

a single stack of resources to satisfy the needs of multiple tenant (organization).

Single-tenant systems give a user its own database and its own instance of the software application. Placed on either  individual server, or segregated via extensive security controls to create its own virtual server, users of single-tenant systems enjoy the benefits of significant configurability of software, robust functionality, and enhanced security.

i think below screen shot make more sense.

Single Tenant Architecture

Multitenant Architecture

Salesforce Admin Exam                               Identity Confirmation  

Field datatype mapping between Oracle/SQL Server and Salesforce

Over the time I have started developing a tool that pulls salesforce metadata information and creates oracle/sql server “create table” scripts. Isn’t that really awesome!!
The most useful part of the tool is field data type mapping i.e, what data type of salesforce maps to what data type of oracle/sql server. Below is the list of mapping that I used while generating create table scripts – enjoy!!

salesforce data type	sql server data type	oracle data type
boolean	bit	varchar2(1)
date	smalldatetime	date
datetime	Datetime	date
currency	decimal(precision,scale)	number(precision,scale)
double	decimal(precision,scale)	number(precision,scale)
int	Int	number(10)
picklist	nvarchar(255)	varchar2(255)
id	nvarchar(18)	varchar2(18)
reference	nvarchar(18)	varchar2(18)
textarea	nvarchar(max)	varchar2(4000)
email	nvarchar(255)	varchar2(255)
phone	nvarchar(255)	varchar2(255)
url	nvarchar(255)	varchar2(255)
textarea	nvarchar(max)	varchar2(4000)
multipicklist	nvarchar(max)	varchar2(4000)
anyType	nvarchar(max)	varchar2(4000)
percent	decimal(5,2)	number(5,2)
combobox	nvarchar(max)	varchar2(4000)
base64	nvarchar(max)	varchar2(4000)
time	nvarchar(255)	varchar2(255)
string	nvarchar(length)	varchar2(length)

Salesforce CRM Overview

In this post i am going to cover all about Salesforce CRM overview, however the topic is vast enough and can take 100 pages of blogs but we will stick to the Admin Exam's perspective.

All About Sales Force Admin Exam

The distribution of Admin exam question based on topic as given by SalesForce can be seen below.This post will be a series that will cover all topic upto the good descriptive level and i can assure you this series will get through Admin exam easily.

Objective	Weight
Salesforce CRM Overview	3%
Describe the software-as-a-service (SaaS) model
List and describe the different Salesforce applications
List and describe the standard objects
Identity Confirmation (setting login restrictions)	2%
Describe the Identity Confirmation feature
Describe the differences between logging in through the API versus the UI
Explain the concept of Login Hours and Login IP ranges
Add and delete an IP range
Describe the methods to allow access to the application
Navigation – User Interface (UI) Settings	3%
Identify specific areas of the Salesforce Home Tab
Configure Search settings for your organization
Customize the Tabs a user can access or select from Tab settings
Locate, identify, and explain the UI features an administrator controls
Organization Administration	5%
List what information is included in the Company Profile
List the places where Currency is specified
Describe the effect of changing your company’s default Time Zone, Currency, Locale, and Language
Describe the effect of enabling the Custom Fiscal Year setting
Create and manage letterheads and email templates
Customization	17%
Describe a Profile
Explain what a Profile controls
List the Standard Profiles
List the features available for managing profiles
Evaluate when to create a Custom Profile
Explain the differences between a Custom Field and a Standard Field
List the different types of Custom Fields
Set up a Custom Field
Map Custom Lead Fields
Re-label a Standard Object
List objects for which you can enable Fields History Tracking
Define the dependencies when using a Dependent Picklist
Create and modify a Dependent Picklist
Describe the capabilities of Custom Lookup fields
Create and modify a Lookup Field
Describe the capabilities of Formula Fields
Create and modify a Formula Field
Describe Roll-up Summary Fields
Create and modify a Roll-up Summary Field
Describe the elements within a Page Layout
Create and modify a Page Layout
Create, customize, and print a List view
Customize a Related List
Describe how to use Record Types
Create and modify a Record Type
List the objects that require a business process
Explain how Field-Level Security affects page layouts and visibility
Set up Field-Level Security
Security & Access	13%
List the information captured on the User Record
Create and maintain User Records
Explain the Record Owner concept
Describe the elements of the Sharing model
Describe the scope and capabilities of Organization-Wide Defaults
Explain how access is granted through the Role Hierarchy
Set up Organization-Wide Defaults
Describe the use of Roles
Build a Role Hierarchy
Assign users to Roles
Mass-transfer records from one user to another
List the objects that may have Sharing Rules
Build Sharing Rules
Share records manually
Describe the use cases of Public Groups and where to use them
Compare and contrast Sales with Account teams
List the places to use Folders
Describe how Folder access differs from Record access
Create Folders to organize and provide access to data
Workflow	5%
Explain how Salesforce implements Workflow and when to use Salesforce Workflow
List and describe use cases for the four Workflow Actions
Explain the capabilities and settings of a Workflow Rule
Describe the differences between immediate and time-dependent Workflow actions
Set up a Workflow Rule and associated actions
Workflow Approval Processing	3%
Define the basics of the Workflow Approval Process
Compare and contrast the Approval Processes versus Workflow
List the differences between the Jump Start Wizard and the Standard Approval Process Wizard
Explain how to route Approvals
Create, modify, and test the Approval Process
Identify the settings in creating Workflow Approval Processing
Data Validation	3%
Define Data Validation
List common use cases for Data Validation
Describe when Data Validation Rules are enforced
Create Data Validation Rules
Data Utilities	5%
Describe the function of an External ID
List and describe the different tools and use cases for data migration
Update existing data via import
Define when to use the Data Loader
List the functions of the Data Loader
Mass Update Records
Mass Delete Records
Describe the capabilities of the Recycle Bin
Request and download a weekly export
Explain how Salesforce allocates storage
Analytics	13%
Describe the administrative restrictions on Standard Reports
Run a Standard Report
Create a Custom Report
Search for Custom Reports and Dashboards
Explain the differences among report types
Explain Custom Report Types
Create charts to display Report results
Use Advanced Filter criteria to narrow Report results
Create Custom Summary Formulas for Summary Reports
Choose settings for Conditional Highlighting
Describe the capabilities and purpose of a Dashboard
List Dashboard component types
Create a Dashboard and add components to it
Print and export Reports
Email and schedule Reports and Dashboard refresh
Define Running User and how it affects the Dashboard results
Marketing Administration	5%
Define a Campaign
Describe when to use Campaign Hierarchies
Create a Campaign targeting both existing customers and new Leads
List the features used to create an Automated Campaign
List the methods to associate Leads and Contacts to a Campaign
Describe how to use Lead Queues to manage Leads
Describe how to use a Lead Assignment Rule to assign and route Leads
Describe the use cases for Web-to-Lead
Describe the functionality of a Lead Auto-Response Rule
Build a Lead Queue, Assignment Rule, Web-to-Lead, and corresponding Auto-Response Rule
Measure Campaign results
Describe the process and effects of converting a Lead
Service & Support Administration	5%
Define a Case
Describe use cases for Case Hierarchies
Describe how to use Case Queues to manage Cases
Describe how to use a Case Assignment Rule to assign and route Cases
Describe use cases for Web-to-Case
Describe uses cases for Email-to-Case
Describe the functionality of the Case Escalation Rule
Describe the functionality of the Case Auto-Response Rule
Describe the functionality of the Business Hours
Configure the settings and rules for Case processing, including Business Hours, Escalation Rules, and the use of Email Templates
Define Solutions and how they can be associated with Cases
Build a Solution Category tree and assign Solutions to Categories
Define suggested solutions and explain where to use them
Describe what content is accessible via the Self-Service Portal
Describe the ways to access the Self-Service Portal
Build a Case Queue, Assignment Rule, Web-to-Case, and corresponding Auto-Response Rule
Describe use cases for Case Teams
Salesforce Console	2%
Describe the functionality of the Salesforce Console
Describe the components of the Console Tab
Set up the Salesforce Console
Navigate within the Salesforce Console
Custom Objects, Applications, & Tabs	7%
Describe a Custom Object
Describe the types of relationships that can exist between objects
Create a Custom Object
Describe a Custom Object Tab and a Web Tab
Create a Custom Object Tab
Create a Web Tab
Describe a Custom App
Create a Custom App
The AppExchange	2%
Describe the AppExchange
Describe the characteristics of Managed Packages
Install a package
Uninstall a package
Activities	2%
Compare and contrast Tasks and Events
Manage Public Calendars and Resources
Identify and describe the Activity Settings
Describe the capabilities of Multiday Events
Advanced Configuration Options	5%
Describe the Client Management feature
Describe the Territory Management feature
Describe Advanced Currency Management

Our study will include 18 complete post as you can see above 18 blue heading.
so here is first tutorial in the Admin Series.

Salesforce CRM Overview