January 21, 2019

How Salesforce Platform License Users Can Access Case Object?

Problem Description: Salesforce Customers/Users face problems when using case objects with partner community login licenses and Salesforce platform licenses, as there is no access to case objects in partner community login licenses and Salesforce platform licenses. Challenges to User/Developer: A workaround for this is to create a permission set which grants access to the case object.
January 21, 2019

Best Way to Indicate Custom Image Indicators Salesforce Lightning

Problem Description: Salesforce Users/Customers face performance issues with image formulas in Salesforce Lightning. Images can be stored in documents and can be used in Salesforce Classic and Lightning, but it is not efficient since most of the time it requires multiple page refreshes to make the image appear in Salesforce Lightning.
January 21, 2019

How to create a custom button for salesforce or More Records in a Table Form in Salesforce?

Problem Description: Salesforce doesn’t provide out-of-the-box functionality to compare multiple records on a single screen. If a user/customer has to compare records then he/she has to open a record in one browser tab and the other record in another browser tab. However, this is not a feasible solution. Challenges to User/Developer: Create a button in the list view which compares the records dynamically.
January 21, 2019

Searching Picklist, Multi-Picklist, and Date Values from Global Search and List View Search in Salesforce

Problem Description :  Salesforce has limited support for “Search” functionality. Users can only search values stored in the text fields/controls. Salesforce users cannot search values in Multi-Select objects as it is not supported. Multi-Select values are stored as text strings separated by semicolons in the database. The majority of business savvy customers want to search on all/any field on the screen.
January 21, 2019

How To Identify a Date Which is “X” Business Days From a Particular Date in Salesforce?

Problem Description: Salesforce customers/users find it hard to count business days between today and a particular date as there is no function/method which lets you know the number of business days between two dates. So, if a user wants to get notified when there are exactly 'x' business days left before a particular date, there is no straightforward way of achieving it. Challenges to User/Developer: A Suggested workaround is to create a formula field that holds a date which is exactly 'x' business days away from a particular date.