Blog on Salesforce.com & Force.com

Step By Step Guide To Getting Started with Salesforce REST API using Java In VS Code

February 11, 2020

How do you connect to Salesforce from an external application, say, for example Java? If you Google for the information, you will quickly learn that Salesforce provides different methods and different APIs. But what you will probably not find is a step-by-step guide teaching you exactly how to do it. In this blog post, I have stitched together a complete step-by-step instructions with screenshots on how to download, install, configure and use Salesforce REST API to connect from a java program and execute some basic transactions (query, insert, update, delete records). In less than 45 minutes, you will have a fully functional java program that will connect to Salesforce and execute transactions in Salesforce.

A Step by Step Guide to Setting Up Email-To-Case in Salesforce

February 4, 2020

Turn Support Emails into Cases Automatically with On-Demand Email-To-Case

Email-to-case feature in Salesforce enables you to convert the emails received at your support email address into cases. You can then inject these emails-turned-cases in your organization’s customer support queue and follow a systematic approach to track & resolve it.

Here is how the process works

Salesforce Essentials Resources Guide

January 28, 2020

A Comprehensive & Curated List of Resources to Get Up & Running with Salesforce Essentials

Salesforce Essentials is a small-business focussed Customer Relationship Management (CRM) solution introduced by Salesforce in 2017. It is designed to help Small & Medium Businesses (SMB) get started with CRM instantly with easy & guided setup. It offers just the right combination of features for SMBs to come out of spreadsheets and automate their business processes.

Step By Step Guide To Getting Started with Salesforce CMS

January 21, 2020

Salesforce CMS

Salesforce CMS is a hybrid Content Management System. It was announced in Dreamforce ’19 and is generally available from Winter ’20. You can create and manage content from a single location, then use that in multiple places. It allows you to share content across communities, create content on Community by Community basis, and assign access roles to users to control who creates the content. It is available in both Lightning and Visualforce + Tabs Communities.

How to Integrate Document Management System with Salesforce using Salesforce Files Connect

January 14, 2020

Surface files from Google Drive, SharePoint, Quip or Box inside Salesforce

Salesforce Files Connect

With Files Connect, Salesforce users can access, share, and search files stored externally (in systems like Google Drive, SharePoint, Quip or Box) from inside Salesforce. Setup process to connect to each external data source is different and it varies by each data source.

Google Drive is most common use case for Files Connect as lot of small and medium size organizations are using Google suite of business apps to run their business. Hence, for the purpose of this blog post, I’ll walk you through how to connect to Google Drive using Files Connect. Once connected, you can use your Google Drive files in Salesforce to attach to records and share with your colleagues.

There are two important points that you need to note with regards to Salesforce Files Connect