Category Archives: Salesforce

Salesforce Mass Quick Actions in Lightning Experience

In Spring’18 release, Salesforce introduced Mass Quick Actions in Lightning Experience on ListView. Using Mass quick action users can do mass action on the selected records (Up to 100 records) in a list view, except for recently viewed lists. We can use mass quick action with cases, leads, accounts, campaigns, contacts, opportunities, work orders, and custom objects in Lightning Experience.

Here is an example of Mass Quick Action. In below example I’ve craeted a Mass Quick Action on Account object to update mass records Account Type field from List View.

1. Create New Quick Action Button

Setup | Object Manager Tab | Navigate to Account object | Click Buttons, Links and Actions menu | Click New Action button

Create New Quick Action with following values:

2. Add Quick Action Button to Layout

Go to Account Object | Click Search Layouts menu | Select Edit under ListView

Got to “List View Actions in Lightning Experience” section, and add “Update Customer Type” Quick Action and save it.

3. Open Account Tab

Click the Account tab | Select a view except Recently Viewed | You can see “Update Customer Type” button.

4. Select Account Rcords to Update

Select multiple Account records, up to 100 records from the list view. Click “Update Customer Type” button, and select a Type from picklist values, and click Save button, and then OK button to confirm.

Now, all selected account records Type field will be updated with new value.

Get Picklist Values Dynamically In Lightning Radio Group Component

In below example I’m loading Account object Industry picklist field values in Lightning Radio Group.

Apex Controller:

public class SampleController {
    
    @AuraEnabled //Save Account Data
    Public static void createAccount(Account objacc){
        try{
            //Insert Account Record
            insert objacc; 
            
        }catch(Exception e){
            //throw exception message
            throw new AuraHandledException(e.getMessage());
        }
        finally {
        }
    }
    
    @AuraEnabled //get Account Industry Picklist Values
    public static Map<String, String> getIndustry(){
        Map<String, String> options = new Map<String, String>();
        //get Account Industry Field Describe
        Schema.DescribeFieldResult fieldResult = Account.Industry.getDescribe();
        //get Account Industry Picklist Values
        List<Schema.PicklistEntry> pList = fieldResult.getPicklistValues();
        for (Schema.PicklistEntry p: pList) {
            //Put Picklist Value & Label in Map
            options.put(p.getValue(), p.getLabel());
        }
        return options;
    }
}

Lightning Component:

<!--Sample.cmp-->
<aura:component controller="SampleController" implements="flexipage:availableForAllPageTypes,force:appHostable">
    
    <!--Declare Attributes-->
    <aura:attribute name="industryMap" type="Map"/>
    <aura:attribute name="acc" type="Account" default="{'sobjectType':'Account', 
                                                       'Name': '',
                                                       'AccountNumber': '',
                                                       'Email': '',
                                                       'Phone': '', 
                                                       'Industry': ''}"/>
    
    <!--Declare Handler-->
    <aura:handler name="init" value="{!this}" action="{!c.doInit}"/>  
    
    <!--Component Start-->
    <div class="slds-m-around--xx-large">
        <div class="container-fluid">
            <div class="form-group">
                <lightning:input name="accName" type="text" required="true" maxlength="50" label="Account Name" value="{!v.acc.Name}" />
            </div>
            <div class="form-group">
                <lightning:input name="accNumber" type="text" required="true" maxlength="10" label="Account Number" value="{!v.acc.AccountNumber}" />
            </div>
            <div class="form-group">
                <lightning:input name="accEmail" type="email" required="true" maxlength="100" label="Email" value="{!v.acc.Email}" />
            </div>
            <div class="form-group">
                <lightning:input name="accPhone" type="phone" required="true" maxlength="10" label="Phone" value="{!v.acc.Phone}" />
            </div>
            <div class="form-group">
                <!--Lightning radio group component-->
                <lightning:radioGroup name="radioGroup"
                                      label="Industry"
                                      required="true"
                                      options="{!v.industryMap}"
                                      value="{!v.acc.Industry}"
                                      type="radio"/>
            </div>
        </div>
        <br/>
        <lightning:button variant="brand" label="Submit" onclick="{!c.handleAccountSave}" />              
    </div>
    <!--Component End-->
</aura:component>

Lightning Component Controller:

({
    //Load Account Industry Picklist
    doInit: function(component, event, helper) {        
        helper.getIndustryPicklist(component, event);
    },
    
    //handle Account Save
    handleAccountSave : function(component, event, helper) {
        helper.saveAccount(component, event);
    },
    
    //handle Industry Picklist Selection
    handleCompanyOnChange : function(component, event, helper) {
        var indutry = component.get("v.acc.Industry");
        alert(indutry);
    }
})

Lightning Component Helper:

({
    //get Industry Picklist Value
    getIndustryPicklist: function(component, event) {
        var action = component.get("c.getIndustry");
        action.setCallback(this, function(response) {
            var state = response.getState();
            if (state === "SUCCESS") {
                var result = response.getReturnValue();
                var industryMap = [];
                for(var key in result){
                    industryMap.push({label: result[key], value: key});
                }
                component.set("v.industryMap", industryMap);
            }
        });
        $A.enqueueAction(action);
    },
    
    //handle Account Save
    saveAccount : function(component, event) {
        var acc = component.get("v.acc");
        var action = component.get("c.createAccount");
        action.setParams({
            objacc : acc
        });
        action.setCallback(this,function(response){
            var state = response.getState();
            if(state === "SUCCESS"){
                alert('Record is Created Successfully');
            } else if(state === "ERROR"){
                var errors = action.getError();
                if (errors) {
                    if (errors[0] && errors[0].message) {
                        alert(errors[0].message);
                    }
                }
            }else if (status === "INCOMPLETE") {
                alert('No response from server or client is offline.');
            }
        });       
        $A.enqueueAction(action);
    }
})

Output:

sObjects That Don’t Support DML Operations

Following standard objects don’t support DML operations, but it supports SOQL query.

  • AccountTerritoryAssignmentRule
  • AccountTerritoryAssignmentRuleItem
  • ApexComponent
  • ApexPage
  • BusinessHours
  • BusinessProcess
  • CategoryNode
  • CurrencyType
  • DatedConversionRate
  • NetworkMember (allows update only)
  • ProcessInstance
  • Profile
  • RecordType
  • SelfServiceUser
  • StaticResource
  • Territory2
  • UserAccountTeamMember
  • UserTerritory
  • WebLink

Set Approval Process Lock And Unlock Records Using Apex Code

Sometimes we have faced business requirement to Lock or Unlock records in Salesforce. We can use apex lock() and unlock() methods in the System.Approval namespace to lock and unlock records by passing in record IDs or sObjects.

To enable this feature, go to Setup | Search Automation Settings in the Quick Find box | click on Automation Settings. Then, select Enable record locking and unlocking in Apex.

Lock Record Example:

//Get records to lock
List<case> caseList = [SELECT Id From Case LIMIT 10];
//Lock records
List<Approval.LockResult> lrList = Approval.lock(caseList, false);

// Iterate through each returned result
for(Approval.LockResult lr : lrList) {
    if (lr.isSuccess()) {
        //Operation was successful, so get the ID of the record that was processed
        System.debug('Successfully locked account with ID: ' + lr.getId());
    }
    else {
        //Operation failed, so get all errors                
        for(Database.Error err : lr.getErrors()) {
            System.debug('The following error has occurred.');                    
            System.debug(err.getStatusCode() + ': ' + err.getMessage());
            System.debug('Case fields that affected this error: ' + err.getFields());
        }
    }
}

Unlock Record Example:

//Get records to unlock
List<case> caseList = [SELECT Id From Case LIMIT 10];
//Check locked records
List<case> caseLockList = new List<Case>();
for(Case c :caseList){
    if(Approval.isLocked(c.id)){
        caseLockList.add(c);
    }
}
//Unlock record
if(!caseLockList.isEmpty()){
    //Unlock records
    List<Approval.UnlockResult> ulrList = Approval.unlock(caseLockList, false);
    
    // Iterate through each returned result
    for(Approval.UnlockResult  ulr : ulrList) {
        if (ulr.isSuccess()) {
            //Operation was successful, so get the ID of the record that was processed
            System.debug('Successfully locked account with ID: ' + ulr.getId());
        }
        else {
            //Operation failed, so get all errors                
            for(Database.Error err : ulr.getErrors()) {
                System.debug('The following error has occurred.');                    
                System.debug(err.getStatusCode() + ': ' + err.getMessage());
                System.debug('Case fields that affected this error: ' + err.getFields());
            }
        }
    }
}

Send Email With Document As An Attachment Using Apex In Salesforce

Sample Code Approach 1:

//Get your document from document Object
Document doc = [Select Id, Name, Body, ContentType, DeveloperName, Type From Document Where DeveloperName = 'Your_Doucment_DeveloperName'];

//Create Email file attachment from document
Messaging.EmailFileAttachment attach = new Messaging.EmailFileAttachment();
attach.setContentType(doc.ContentType);
attach.setFileName(doc.DeveloperName+'.'+doc.Type);
attach.setInline(false);
attach.Body = doc.Body;

//Apex Single email message
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
mail.setUseSignature(false);
mail.setToAddresses(new String[] { 'itzbiswajeet@gmail.com' });//Set To Email Address
mail.setSubject('Test Email With Attachment');//Set Subject
mail.setHtmlBody('Please find the attachment.');//Set HTML Body
mail.setFileAttachments(new Messaging.EmailFileAttachment[] { attach });//Set File Attachment
Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });//Send Email

Sample Code Approach 2:

//Get your document from document Object
Document doc = [Select Id, Name, Body, ContentType, DeveloperName, Type From Document Where DeveloperName = 'Your_Doucment_DeveloperName'];

//Apex Single email message
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
mail.setUseSignature(false);
mail.setToAddresses(new String[] { 'itzbiswajeet@gmail.com' });//Set To Email Address
mail.setSubject('Test Email With Attachment');//Set Subject
mail.setHtmlBody('Please find the attachment.');//Set HTML Body
mail.setDocumentAttachments(new Id[]{doc.Id});//Set Document Attachment
Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });//Send Email