Category Archives: Salesforce

Salesforce Web to Lead form with Google reCAPTCHA

Configure the Google reCAPTCHA and get the Site Key & Secret Key:

  • Login to Google reCAPTCHA
  • Register a new site
  • Add Label e.g. Salesforce.com
  • Select reCAPTCHA type “reCAPTCHA v2”
  • Select “I’m not a robot” Checkbox option.
  • Add a domain e.g. yourorgurl.com
  • Accept the reCAPTCHA Terms of Service
  • Submit and get the Site Key & Secret Key

Remote Site Settings:
Create Remote Site settings for google.com site URL

Note: Make sure your org “Show Quick Create” is enabled.
Go to Setup | User Interface | Select the checkbox of “Show Quick Create” | Click on Save button at the bottom.

Setup Web-to-Lead:

1. Go to Setup | Leads | Web-to-lead | Select the checkbox of “Web-to-Lead Enabled” | Select the checkbox of “Require reCAPTCHA Verification” | Select Default Lead Creator | Click on Save button at the bottom.

2. Click on “Create Web-to-Lead Form” button | Select Lead fields you want to add on the form | Give the redirect URL | Click the lookup icon to select “reCAPTCHA API Key Pair”.

3. In the popup window, Click on the New Button | Enter the “API Key Pair Nickname” of your choice | Enter Google reCAPTCHA Site Key | Enter Google reCAPTCHA Secret Key | Click on Save.

4. Click on Generate button, and you will get the HTML code ready to put on your website.

Web-to-Lead Form:

Assign a Default Community to a User Profile Programmatically

Salesforce stores default community to a User Profile in NetworkAffinity object. Using apex we cannot insert the default community to a User Profile. We can make a REST API call to add default community to a User Profile.

Sample Code:

//Get Endpoint URL
String endpointURL = URL.getSalesforceBaseUrl().toExternalForm()+'/services/data/v48.0/sobjects/NetworkAffinity';
HttpRequest req = new HttpRequest();  
req.setEndpoint(endpointURL);  
req.setMethod('POST');
req.setHeader('Authorization', 'Bearer ' + UserInfo.getSessionId()); 
req.setHeader('Content-Type', 'application/json;charset=UTF-8');
//Add Community Id as NetworkId and Profile/Permission Id
req.setBody('{"NetworkId":"0DB1I000000TP59WAG","ProfileId":"00e1I000001uXJUQA2"}');
Http http = new Http();
HttpResponse response = http.send(req);
System.debug('response-' + response);

Note: Add your salesforce base URL as remote site settings and then execute above code in developer console anonymous window.

Add Salesforce Community Member Programmatically

Salesforce stores community members in NetworkMemberGroup object. Using apex we cannot insert the community member. So we can make a REST API call to add community member.

Sample Code:

//Get Endpoint URL
String endpointURL = URL.getSalesforceBaseUrl().toExternalForm()+'/services/data/v48.0/sobjects/NetworkMemberGroup';
HttpRequest req = new HttpRequest();  
req.setEndpoint(endpointURL);  
req.setMethod('POST');
req.setHeader('Authorization', 'Bearer ' + UserInfo.getSessionId()); 
req.setHeader('Content-Type', 'application/json;charset=UTF-8');
//Add Community Id as NetworkId and Profile Id as ParentId
req.setBody('{"NetworkId":"0DB1I000000TP59WAG","ParentId":"00e1I000001uXJUQA2"}');
Http http = new Http();
HttpResponse response = http.send(req);
System.debug('response-' + response);

Note: Add your salesforce base URL as remote site settings and then execute above code in developer console anonymous window.

How to use jQuery in Salesforce Lightning Aura Component?

Step 1: Upload the jQuery library as a static resource in your Org.

Step 2: Use ltng:require to load static resource JavaScript libraries on your component.

<aura:component>
    <ltng:require scripts="{!$Resource.YourStaticResourceName + '/jQueryFileName.js'}" />
</aura:component>

Step 3: To utilize the library include the afterScriptsLoaded event and add the method in your aura component JS controller.

Aura Component :

<aura:component>
    <ltng:require scripts="{!$Resource.YourStaticResourceName + '/jQueryFileName.js'}" afterScriptsLoaded="{!c.handleAfterScriptsLoaded}" />
</aura:component>

JS Controller:

({
    handleAfterScriptsLoaded : function(component, event, helper) {
        jQuery("document").ready(function(){
            console.log('jQuery Loaded');
        });
    }
})

Generic File Related List Lightning Component

Apex Class:

/*
@Author : Biswajeet Samal
@CreatedDate : 08th Aug 2020
@Description : Related Files Controller
*/
public class RelatedFilesController {
    
    @AuraEnabled
    public static List<ContentDocument> getRelatedDocs(Id recordId){
        List<ContentDocument> cdList = new List<ContentDocument>();
        List<ContentDocumentLink> cdlList = [SELECT ContentDocumentId FROM ContentDocumentLink
                                             WHERE LinkedEntityId = :recordId];
        Set<Id> cdIds = new Set<Id>();
        for (ContentDocumentLink cdl : cdlList) {
            cdIds.add(cdl.ContentDocumentId); 
        }        
        cdList = [SELECT Id, Title, FileType, OwnerId, Owner.Name, CreatedDate,
                  CreatedById, CreatedBy.Name, ContentSize
                  FROM ContentDocument WHERE Id IN :cdIds];
        return cdList;
    }
    
    @AuraEnabled
    public static string getDocURL(Id docId){
        ContentVersion cv = [SELECT Id FROM ContentVersion WHERE ContentDocumentId = :docId AND IsLatest = true];
        String cvDownloadURL = URL.getSalesforceBaseUrl().toExternalForm() + '/sfc/servlet.shepherd/version/download/' + cv.Id;
        return cvDownloadURL;
    }
    
    @AuraEnabled
    public static void deleteDoc(Id docId){
        ContentDocument conDoc = new ContentDocument(Id = docId);
        delete conDoc;
    }
}

Lightning Component:

<aura:component implements="force:appHostable,flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId,forceCommunity:availableForAllPageTypes,force:lightningQuickAction" access="global" controller="RelatedFilesController">
    
    <!--Attributes-->
    <aura:attribute name="cdList" type="List"/>
    
    <!--Handlers--> 
    <aura:handler name="init" value="{!this}" action="{!c.doInit}"/>
    
    <!--Component Start-->
    <table class="slds-table slds-table_cell-buffer slds-table_bordered">
        <thead>
            <tr class="slds-line-height_reset">
                <th class="slds-text-title_caps" scope="col">
                    <div class="slds-truncate" title="Title">Title</div>
                </th>
                <th class="slds-text-title_caps" scope="col">
                    <div class="slds-truncate" title="File Type">File Type</div>
                </th>
                <th class="slds-text-title_caps" scope="col">
                    <div class="slds-truncate" title="Created By">Created By</div>
                </th>
                <th class="slds-text-title_caps" scope="col">
                    <div class="slds-truncate" title="Created Date">Created Date</div>
                </th>
                <th class="slds-text-title_caps" scope="col">
                    
                </th>
            </tr>
        </thead>
        <tbody>
            <aura:iteration items="{!v.cdList}" var="cd">
                <tr>
                    <th scope="row">
                        <div class="slds-truncate" title="{!cd.Title}">
                            <a onclick="{!c.handleSelectedDocPreview}" data-Id="{!cd.Id}">{!cd.Title}</a>
                        </div>
                    </th>
                    <th scope="row">
                        <div class="slds-truncate" title="{!cd.FileType}">
                            {!cd.FileType}
                        </div>
                    </th>
                    <th scope="row">
                        <div class="slds-truncate" title="{!cd.CreatedBy.Name}">
                            <a onclick="{!c.handleRedirectToUserRecord}" data-Id="{!cd.CreatedById}">{!cd.CreatedBy.Name}</a>
                        </div>
                    </th>
                    <th scope="row">
                        <div class="slds-truncate" title="{!cd.CreatedDate}">
                            <lightning:formattedDateTime value="{!cd.CreatedDate}"/>
                        </div>
                    </th>
                    <th scope="row">
                        <lightning:buttonMenu alternativeText="Show menu" menuAlignment="auto" onselect="{!c.handleSelectedAction}" value="{!cd.Id}">
                            <lightning:menuItem value="Download" label="Download" iconName="utility:download" title="Download" />
                            <lightning:menuItem value="Delete" label="Delete" iconName="utility:delete" title="Delete"/>
                        </lightning:buttonMenu>
                    </th>
                </tr>  
            </aura:iteration>
        </tbody>
    </table>
    <!--Component End-->
</aura:component>

Lightning Component JS Controller:

({
    //Get Related Docs
    doInit : function(component, event, helper) {
        helper.getRelatedDocuments(component, event); 
    },
    
    //Redirect To User Record
    handleRedirectToUserRecord: function (component, event, helper) {
        var recordId = event.currentTarget.getAttribute("data-Id")
        var navEvt = $A.get("e.force:navigateToSObject");
        navEvt.setParams({
            "recordId": recordId,
            "slideDevName": "Detail"
        });
        navEvt.fire();
    },
    
    //Preview Selected File
    handleSelectedDocPreview : function(component,event,helper){ 
        $A.get('e.lightning:openFiles').fire({
            recordIds: [event.currentTarget.getAttribute("data-Id")]
        });
    },
    
    //Handle Selected Action
    handleSelectedAction: function(component, event, helper) {
        var docId = event.getSource().get("v.value");
        var selectedMenuValue = event.detail.menuItem.get("v.value");
        switch(selectedMenuValue) {
            case "Delete":
                helper.deleteDocument(component, event, docId);
                break;
            case "Download":
                helper.downloadDocument(component, event, docId);
                break;
        }
    }
})

Lightning Component JS Helper:

({
    getRelatedDocuments : function(component, event) {
        var action = component.get("c.getRelatedDocs");
        action.setParams({
            recordId : component.get("v.recordId")
        });
        action.setCallback(this, function(response) {
            var state = response.getState();
            if(state === "SUCCESS"){
                component.set('v.cdList', response.getReturnValue());
            }else if(state === "INCOMPLETE") {
                console.log("INCOMPLETE");
            }else if(state === "ERROR"){
                var errors = response.getError();
                if(errors){
                    if (errors[0] && errors[0].message) {
                        console.log("Error message: " +  errors[0].message);
                    }
                }else{
                    console.log("Unknown error");
                }
            }
        });
        $A.enqueueAction(action);  
    },
    
    deleteDocument : function(component, event, docId) {
        var action = component.get("c.deleteDoc");
        action.setParams({
            docId : docId
        });
        action.setCallback(this, function(response) {
            var state = response.getState();
            if(state === "SUCCESS"){
                this.getRelatedDocuments(component, event);
            }else if(state === "INCOMPLETE") {
                console.log("INCOMPLETE");
            }else if(state === "ERROR"){
                var errors = response.getError();
                if(errors){
                    if (errors[0] && errors[0].message) {
                        console.log("Error message: " +  errors[0].message);
                    }
                }else{
                    console.log("Unknown error");
                }
            }
        });
        $A.enqueueAction(action);  
    },
    
    downloadDocument : function(component, event, docId) {
        var action = component.get("c.getDocURL");
        action.setParams({
            docId : docId
        });
        action.setCallback(this, function(response) {
            var state = response.getState();
            if(state === "SUCCESS"){
                var urlEvent = $A.get("e.force:navigateToURL");
                urlEvent.setParams({
                    "url": response.getReturnValue()
                });
                urlEvent.fire();
            }else if(state === "INCOMPLETE") {
                console.log("INCOMPLETE");
            }else if(state === "ERROR"){
                var errors = response.getError();
                if(errors){
                    if (errors[0] && errors[0].message) {
                        console.log("Error message: " +  errors[0].message);
                    }
                }else{
                    console.log("Unknown error");
                }
            }
        });
        $A.enqueueAction(action);  
    }
})