How to Take Salesforce Org Backup Using Visual Studio Part 2

                                                    Go To PART 1

6. Press Ctrl+Shift+P (From Your Keyboard), then type on the search box.

   sfdx: Authorize an org (Press ENTER)

7. Then Select your org type. It can be Production, Sandbox or a Custom domain enabled org.

8. Type an org alias name and press ENTER button from your keyboard.

9. You will redirect to a web browser window with the salesforce login window

    Type your username and password and click on the Login button.

10. Come back to your Visual Studio window. You will see that your org is successfully authorized (it can take time) and you may now close your browser. 

11. Now, Click on the "Manifest" folder from your right-hand side window where is your folder available.

12. Then click on the "package.xml" file. When you will click on the "package.xml" then you will see the default things that you can get as a backup file.

13. Go to the "package.xml" file which is under the "manifest" folder and press the right-click button of your mouse. And select "sfdx: Retrieve Source in Manifest from Org".

14. When the data will save as a backup in your system then you can check the backup metadata from these folders.

 

Thanks and Stay tuned to SFDS4Students for more updates.

Thank you so much for reading my post. Feel free to ask doubts/Queries in the comment section below, and I'll come up again with an interesting topic about Salesforce So Please Share, Subscribe to our blog for the update.

How to Take Salesforce Org Backup Using Visual Studio Part 1

Hi All, as we know that now Eclipse IDE is not supporting the Salesforce Backup then we have a problem that how we can get the whole org backup in a single time. So don't worry here are the steps to get Salesforce Org backup. Don't miss any step.

1. Press Ctrl+Shift+P (From Your Keyboard), then type the search box.

   sfdx: Create Project With Manifest (Press ENTER)

2. Select the "Standard project template (default)" (Press ENTER)

3. Then type your project name i.e. "MyOrgBackup" and press Enter. When you will press the Enter button from your keyboard then a window will open to save your project in a folder.

4. Select your system folder wherever you want to save your Salesforce Org backup.

5. When you will select your folder then on the left-hand side (on the Visual Studio window), you will see your project name with multiple files.

                                                                                Go To PART 2

Relationship With Two Object In Salesforce

Hi folks, Today we will discuss the Lookup in Salesforce. Lookup is just a field that relates two different objects to each other. 

Salesforce has three types of Lookup relationships.

1. Lookup Relationship - Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list.

2. Master-Detail Relationship - Creates a special type of parent-child relationship between this object (the child, or "detail") and another object (the parent, or "master") where:

• The relationship field is required on all detail records.
• The ownership and sharing of a detailed record are determined by the master record.
• When a user deletes the master record, all detail records are deleted.
• You can create rollup summary fields on the master record to summarize the detailed records.

The relationship field allows users to click on a lookup icon to select a value from a popup list. The master object is the source of the values in the list.

3. External Lookup Relationship - Creates a relationship that links this object to an external object whose data is stored outside the Salesforce org.

In our next post, we will discuss how we can create these fields and what are the things that we need to remember.


Next >> Coming Soon

Enable Domain Name In Salesforce Org

Hi All, today we will learn about the domain name and how you can enable your Salesforce Domain Name for your Salesforce Org?

Firstly we will understand why we need to enable the Salesforce domain name.

"You must deploy My Domain in your org if you want to use Lightning components in Lightning tabs, Lightning pages, as standalone apps, as actions and action overrides, as custom Lightning page templates, or elsewhere in your org.

When My Domain isn’t deployed in your org, user interface controls related to Lightning components may be hidden or inactive. Lightning components added to pages, tabs, and so on, don’t run and may be omitted, or display a placeholder error message."

Let's follow these steps.

1. If you are not in this view then please click on the “gear” icon (1) and then “Setup” (2).

2. In quick find box, Type My Domain (3) and then Click My Domain link(4).

3. On the third step, the Setup My Domain page will open. Then type the valid Domain name (5) in the text box.

After typing the domain name, Click Check Availability (6) button. The Domain name should be available then Click Register Domain (7) button.

4. When your domain name will be ready. You will receive a mail (8) (You can check your mail or refresh the same window).

5. Click the Login button when you are in the below window, you have to Click Deploy to User (9). It will automatically redirect to the next tab.

6. If you are in this below window (as image) then means that you have deployed your salesforce org domain for all other users.

Get a chance to win SFDC4STUDENTS.blogspot.com T-Shirt

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How you will get the T-Shirt.

What to do?
1. Create a step-by-step document on a Salesforce Administrator topic.
2. In the document should have images of steps with indications.
3. The topic should also be described in an easy way so that others can understand.
4. Add your contact information on the first page of the document i.e. Name, Email, City, College/Company.

How to Send Document to Us?
4. Go to our Contact Us Page.
5. Click on to Send Document button.
6. Fill in Your Name, Your Topic Name. Upload your document and hit Send button.

Keep in Your Mind?
1. You can not use the same topic which is already posted on our website.
2. One lucky winner will get a T-Shirt.
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1. After the expiration date of the contest, we will contact the winner by Email.
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Create List View in Salesforce Lightning

Welcome Students, I hope you are learning the Salesforce Administrator part from SFDC4STUDENTS. Now we will learn about List view and how we can create the List View in Salesforce Lightning.

1. List View is always created on an object.

2. You can use the accessibility of List View for other users or groups.

List View - In simple language, a List View in Salesforce is to see the list of records where you can see filtered records based on fields.

Create a List view -

Requirement - Show all records of the Account object which is created today.

1. Click on the ‘App Launcher (1)’ if you are in this view.

2. From the App Launcher, click to open the Sales App (2) or you can also select other apps where you want to create a List View.

3. Select the Accounts tab (3). From the list view controls (4), select New.

4. Fill in all the required Fields.

    a). If you just want to show the list view to yourself, then select ‘Only I can see this list view’.

b). If you want to show the list view to all users, then select ‘All users can see this list view’.

c). If you want to give access to this list view to other groups of users then you can select the 3^rd option.

5. Click Save (8).

6. Now, when you do not use the filter to your created list view then you will see all of the records in a list view that is created on the Account Object.

When you will use a filter then you can see the list of all records based on your filter criteria.

So let’s learn how we can use filters in Salesforce Lightning List View.

a). Select your created List View from the drop-down (9) of the list view.

b). Click on the icon (10).

c). Then Click on to Add Filter (A) link button.

d). Select the ‘Created Date’ from the field (B). Created Date is a standard field of all Salesforce objects that we are using here for the filter.

e). Select the equals operator (C). 

f).  For Value (D), type Today and then click the ‘Done’ button.

7. Finally click the Save button (11).

8. That’s it. Now for the testing, just create a fresh new Account record and you will see the magic of the list view filter that you are showing only today's created records and nothing else.

Note - You can use multiple filters on a list view based on your requirement.

Thanks for your given time guys. If anyone asks you that do you know or if can you create a list view in Salesforce Lightning then what will be your answer?

Validation Rule In Salesforce

Welcome SDFC4STUDENTS Learner,

Today we will learn how to we can validate a record before saving it if the value is not in the proper way.

Requirement - Validate a record if the 'Account Number' field has less than 8 characters. This example is so easy to understand for the beginner. Let's start. 

1. From the list of Objects, click Account (You can select any Object where you want to validate a field).

2. Click the Validation Rules section from the left navigation then Click the “New” button as shown below.

3. You will get this window. Use the functions and create your validation formula.

Here is a brief description of the fields:-

a) Functions = According to your condition you can use Function for any condition.

b) Insert Selected Function = You can use the LEN Function from the Insert Selected Function to check the character length.

c) Formula Area = This formula box is where inside this you can create any formula.

d) Insert Field = The Insert Field button opens a menu that allows you to select fields to use in your formula. Inserting from this menu automatically generates the correct syntax for accessing fields.

e) Insert Operator = The Insert Operator button opens a drop-down list of the available mathematical and logical operators.

f) Check Syntax = Once you’ve written the formula for validation, you can use the Check Syntax button to ensure that everything is in working order before saving. LEN your formula has issues, the syntax checker alerts you to specific problems.

g) Error Message = According to your formula (G) whenever you will save the record then it will show the error (Either ‘Top of Page’ or ‘Field’).

h) Top of Page and Field = This error message can either appear at the top of the page or below a specific field on the page.

i) Active = If you want to fire the Validation on the record to save time then you must check this checkbox.

3. Click Save (If you want to create multiple fields then you can click the button “Save & New”).

4. Here is the final result, when you will save the record but the digit will only be 3 or less than 8 digits then it will show you the error.

Thanks for your given time guys, I am sure that it will helpful for beginners.

Formula Field In Salesforce

Hi SDFC4STUDENTS Learner,

As you know now that how you can create the field in a Salesforce object. So for now we will learn here how to we will create a Formula field in an object. Just Follow the Steps and see the magic of the formula field.

Requirement - Based on the Selected Picklist field's value get the website URL on the formula field.

1. From the list of Objects, click Case (You can select any Object where you want to create a formula field).

2. Click the Fields & Relationships section from the left navigation then Click the “New” button as shown below.

3. Select “Formula” from the data type and then click “Next” (We are creating here a “Formula” type field but you can select any type of field type).

Note:- Salesforce provides 23 types of fields. You can also read the functionality of these fields when you will on the below image view from the right side.

4. Fill in all the required fields (Red Marked) and then check the Formula Return Type “Text” then click Next.

5. You will get this window where you will create a formula after the formula creation clicks Next.

Here is a brief description of the fields:-

a) Advanced Formula = You can use lots of functions (B) in Advanced Formula.

Simple Formula = You can not use the function in a Simple Formula.

b) Functions = According to your condition you can use the Functions.

c) Insert Selected Function = When You will select the function and after clicking on this button then your selected function will automatically paste into the Formula area.

d) Formula Area =  The formula area (body) is the area where you use the whole formula.

e) Insert Field = The Insert Field button opens a menu that allows you to select fields to use in your formula. Inserting from this menu automatically generates the correct syntax for accessing fields.

f) Insert Operator = The Insert Operator button opens a drop-down list of the available mathematical and logical operators.

g) Check Syntax = Once you’ve written a formula, you can use the Check Syntax button to ensure that everything is in working order before saving. If your formula has issues, the syntax checker alerts you to specific problems.

h) Treat blank fields as zeroes = If your formula field return type is Number, Percentage, Currency, etc. then you should check this option.

Treat blank fields as blanks = If your formula field return type is Text. Then you should check this option.

6. Select the profiles (10) to which profile you want to grant field visibility access via field-level security and then Click Next.

7. We can put fields to different types of Case object page layouts by these checkboxes (12).

Click Save (If you want to create multiple fields then you can click the button “Save & New”)

Thanks for your given time guys, I hope it will helpful.

Field Creation In Salesforce Lightning

Hi Guys, Today is the time to learn how you can create fields in Salesforce Org, Let's Start.

1. If you are not in this view then please click on the “gear” icon (1) and then “Setup” (2).

2. After that click on the Object Manager (3) tab.

3. From the list of Objects, click Account (You can select any Object where you want to create a field).

4. Click the Fields & Relationships section from the left navigation then Click the “New” button as shown below.

5. Select "Text" and then click "Next" (We are creating here a "Text" type field but you can select any type of field type).

Note:- Salesforce provides 23 types of the field type. You can also read the functionality of these fields when you will on the below image view.

6. Fill in all the required fields (Red Marked) and then click "Next".

Here is a brief description of the fields:-

a). Field Label = Field label will display on Object Page Layout.

b). Length = The Maximum Length of the “Text” field type is 255 creators.

c). Field Name = The Field Name is unique and it uses Formula field, Apex, etc.

d). Description = You can type the reason why you are creating this field.

e). Help Text = Help Text appears when you create, view, and edit the record.

The HelpText will show when you will finally create the field on the Record page as per the below image.

7. Select the profiles (10) to which profile you want to grant field visibility access via field-level security and then Click Next.

8. We can give field access to different types of account page layouts by this checkbox (13).

9. Click Save (If you want to create multiple fields then you can click the button "Save & New").

Thanks for your given time guys, I hope it will helpful.

Create Salesforce Object In Salesforce Lightning

For storing the information you will need storage, same as for that thing we will create a Salesforce custom object (collection of fields) and fields (collect single information).

A record is analogous to a row in a database table.

Objects already created for you by Salesforce are called standard objects. Objects you create in your organization are called custom objects.

A data model is more or less what it sounds like. It’s a way to model what database tables look like in a way that makes sense to humans.

If you’re not familiar with databases, think about storing data in a spreadsheet.

Rows can store this information for each property, ie. single SFDC Student information. Database tables are set up in a similar way.

Let's create our first Salesforce custom object.

If you are not in this view then,

1. Click on the 'gear' icon (1) then click on the 'Setup (2)' tab.

2. You will find this view in a new tab of your browser.

3. After that click on the 'Object Manager (3)' tab.

4. To create an Object, click on the 'Create' button and then 'Custom Object'.
5. When you will click on "Custom Object" then you will see the below window.

6. Fill in all the required field (marked Red color) and click on the Save button.

That's all for creating a Custom Object in Salesforce. Hope this will help to understand object creation in Salesforce for beginners.

Next >> Field Creation In Salesforce Lightning