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Tuesday, May 28, 2019

Tab is created for Custom Object but Not able to see the tab in salesforce instance

Tab is created for Custom Object but Not able to see the tab in salesforce instance

Problem: Tab is created for custom object but not able to see that tab to create records in it

Solution: Go to logged in user profile and go the custom Tab settings as shown in the image below.


If the picklist value selected for that particular tab is 'Tab Hidden',then that tab won't be visible.

Change the setting to 'Default On' to make that tab appear in the salesforce instance.

Friday, May 17, 2019

How to query field history of a particular field of an object Salesforce.

Assume we need to query history of status__c field of Suggestion__c object.

Also assume 'a0H0o00000iFDkU' is the id of the suggestion record created.

required SOQL will be as follows.

List<Suggestion__c> lstSuggestion = [SELECT Name, Status__c  , (SELECT OldValue, NewValue FROM Histories where field='Status__c')
FROM Suggestion__c  where id=:'a0H0o00000iFDkU'];
system.debug('Suggestion Status Field History:'+lstSuggestion[0].Histories);

Output:


How to open closed tab in mac

Solution: Press command+shift +T 

How to enable field history tracking for custom object Salesforce

Here in this example we are going to enable field history tracking for Suggestion custom object

Open the custom object as shown below.



Click on 'Edit' button of that custom object present at the top.

In the Optional Features section, enable 'Tracking Field History' by marking the check box of it as shown in the image below.


Once you save the object, you can see 'set History Tracking' button is enabled as shown in the image below.


Once you click on 'Set History Button' ,a screen will be displayed with all fields of that object. Select the required fields for tracking and save.



That's it.Enjoy !!!

Thursday, May 16, 2019

How to create custom field in Lightning Experience salesforce.

Go to Setup --> object Manager Tab


Once you click on 'object Manager Tab',it will display the follow screen which shows all the objects in the instance.

Click on the label of particular object on which you want to create custom field.Here I wanted to create custom field on Expense__c object.
So I clicked on 'Expense' label.
The following screen appears which shows all the details of that particular Expense object.

Click on 'Fields & Relationships' tab, it will show all the fields.

Now click on 'New' button to create new custom field.

How to create custom object in Lightning Experience - Salesforce Globe For You

Go to Setup --> object Manager Tab


Once you click on 'object Manager Tab',it will display the follow screen.


At the top right, you can see 'Create' button to create new custom object.