Wednesday, 11 December 2019

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.

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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

Tuesday, 10 December 2019

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

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