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Showing posts from February, 2016

Spring 16 - New features

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Spring 16 new features : Health Check : Do you know how secure your org is? Are you following the best security practices recommended by Salesforce? With the new Health check feature introduced in Spring 16, you can visually see how Salesforce has rated your org as per the current implementation present in it. If you are a security administrator, this tool will make your life much more easier. To check the health score, click on Setup and type Health check is the Quick Search Bar. Click on Health Check and a report is displayed which lists out the health score of your org and the potential risk factors. The risk factors are classified as : 1) High Risk Security Settings 2) Medium Risk Security Settings 3) Low Risk Security Settings Most of the security breaches are around the password requirements and password policies. Global Picklist :  Ever felt a need to share common picklist values across multiple objects? Tired of recreating the same picklist values on ev

Custom clone button in salesforce

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Custom clone button Ever faced a situation where you need to create a custom clone button. For example, you want to clone a lead record and you have a check-box on lead which you do not want to copy on the new record. In this article, we will see how to create a custom clone button. Use case : User wants to clone the lead record. There is a check-box on lead called "Data migrated record" whose value should not be copied. Step 1) Create a custom detail page button. Step 2) Put following url for the button created in step 1 : /{!Lead.Id}/e?clone=1&retURL=%2F{!Lead.Id}&00N9000000E9daG=false Let us analyse this url : a) {!Lead.Id} : Id of the original record from which new record has been cloned. b) clone=1 : url parameter which copies the value from original record to new record c) retURL=%2F{!Lead.Id} : specifies the page which should be opened when Cancel button is clicked d) 00N9000000E9daG=false : This is the id of check-box named "Data migra