Differences between the Import Wizard and the Apex Data Loader


Salesforce CRM provides two tools for data migration—the Import Wizard and the Apex Data Loader.

The Import Wizard

is designed for less-technical users and smaller, simple imports of up to 50,000 records. It takes you through the process step by step and displays error messages to alert you to potential record duplications (“dupes”). For more information, go to Help & Training | Importing Data | Using the Import Wizards.

Use the Apex Data Loader

for complex imports of any size. It’s for technical users only. You’ll need access to the API to use this tool, which is included with Enterprise and Unlimited Edition. If you have another edition, you can purchase the API separately by contacting your account executive. The Data Loader doesn’t display error messages to alert you to potential problems. However, this tool includes several features that help make large data imports easier, such as being able to save your mappings. For more information, go to Help & Training | Data Loader.

The table below summarizes the difference between the two tools. The instructions in the remaining steps refer to the Import Wizard.
https://www.salesforce.com/assets/images/campaigns/insights_data_migration_table.gif

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22 July 2010 at 00:36 - Comments

Cloud Antivirus – an Anti virus hosted in the cloud


The first question that comes to mind when we talk of the Cloud Antivirus is if the Antivirus is in the cloud how it will protect the PC? Tecnerd.com digs a little deeper to understand what exactly these services that claim themselves as Cloud Antivirus offer.

How Cloud Antivirus is different from traditional antivirus products?

Cloud Antivirus is a cloud based security solution that can be installed and managed from anywhere through a web console.

Since it is a hosted service, it doesn’t require infrastructure investment. You typically have options to delegate your security management to expert service providers.

So it is essentially more about management of Antivirus in any organization that goes in the cloud. There will still be an Antivirus product installed in each PC and laptop you have. However you have options to control the updates, profiles and levels of security from a cloud based control panel. However the installed part on PC is a thin version of traditional antivirus product.

How the Cloud Antivirus is deployed?
Normally the Cloud Antivirus can be deployed in two ways. One in which the user clicks on an email which includes a link that will install the protection agent. The other way is where administrator can push the installation to workstations choosing workstations by name, IP address, IP range or by domain.

What are advantages of Cloud Antivirus?

Cloud Antivirus is service not software and so has follwoing advantages:
No installation required
Update without users intervention – always up to date
Access your account from anywhere
Reduces bandwidth consumption (as large number of workstations look for updates in traditional software)

What are Free Cloud Antivirus?
They are similar to other free anti virus but hosted in cloud. You get advantage of low footprint and up to date packages. An example of free cloud anti virus is Panda Cloud antivirus.

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17 July 2010 at 09:12 - Comments

Page Break, Page number and Page layout Styles in Visualforce PDF Templates


1. Page Break
While generating PDF template from Visualforce, if you want to give the page break ,below code snippet is very useful.
You can use the page break style properties to control where the browser will insert a page break. The Force.com PDF content converter will carry that over to the PDF.

<apex:page renderas="pdf">
<div style="page-break-after:always;">
This is page one
</div>
</apex:page>

2. Page layout and Page number
The following snippet shows you have to switch the PDF page layout to landscape and add page numbers to your Visualforce page. Use the below code in CSS of Visualforce page.

@page {
/* Landscape orientation */
size:landscape;

/* Put page numbers in the top right corner of each page in the pdf document. */
@top-right
{
content: “Page ” counter(page);
}
}

Source : Kyle Roche / Pragya Kumari

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5 July 2010 at 15:31 - Comments
Pragya
Its really very helpful code and can be easily used.
5 July 10 at 15:43

Messaging.SingleEmailMessage array and sendEmail limits


Problem Statement
The Apex Developers Guide says there is a maximum of 10 sendEmail methods per transaction (page 310). Is this counted by individual message sent, or by line of code executed? Example: What if you have 11 messages in a Messaging.SingleEmailMessage array and call the sendEmail method once using this array? (Each message in the array has slightly different content, which is why I’m not using mass email.)

Solution (Ack : Anand)
The limit is on the number of times “SendEmail(…)” method is called not the number of SingleEmailMessage int he Array. So theoretically you can send 10 x 1000 emails (assuming you have an array of 1000 SingleEmailMessage for every sendEmail call) .

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2 July 2010 at 13:33 - Comments

Salesforce.com Chatter is Generally Available …


Salesforce Chatter is a new way to collaborate with people in your company, in real time, in a private, completely secure way.

Transcript :

  • This is your homepage. Right away you can see how Chatter brings your business applications to life.The first thing you see is your picture and your latest status update.
  • When you click on your picture, or on the profile tab,you’re brought to your work profile where you can share your skills and background with everyone in your company.
  • In the middle of the page is where you post your status. It’s where you let everyone know what you’re working on.
  • You can also attach links and files to go with your updates whether you’re at a conference looking for new business or just asking your colleagues for advice.
  • People can see your status in real time, and respond immediately with helpful information.
  • Now let’s take a look at the people tab,here you have a private corporate directory that makes it easy to find colleagues and follow them if you want to see their updates.
  • Back on our homepage, you can open your main Chatter Feed. It puts all of your updates right in front of you in one place.
  • You can see updates from the people you’re following,plus you can immediately see when new files have been updated, like this presentation.
  • But Chatter helps you do a lot more than follow people, you can also keep track of everything that’s happening with your applications and specific records that matter to you.
  • Like updates from your deals, your customer cases, and your custom app records like this project. You can even get updates from Non-Salesforce apps like back office finance or HR systems. Here you can see an update to an account you’re following. From your feed you can drill right into the underlying detail.
  • Here we are on the account record. You can see all of the account details, and expand the Chatter feed to see the latest updates. At the top is where you can choose to follow this account.
  • Here you can see who else is following it. And if you created or own this record, you will automatically follow it.You will also automatically follow the people and records you work with most often.
  • With Chatter, every record also has it’s own feed. For example, people from across the company who work on this account can collaborate on it right here. When someone makes a change, or a document is modified, everyone who is following is immediately updated.
  • With Chatter, you can also create groups to collaborate on any team project whether it’s a Sales opportunity, an HR project, a product, or your team.
  • You can create groups in just a couple of clicks. You simply choose whether you want a public or private group,and then invite your colleagues to join. Here’s a group for a consulting project related to this account.
  • Chatter also makes it easy for groups to collaborate on documents. Here’s a project plan that someone just posted to the group. You can preview and comment on it right in the feed.
  • Finally, you can bring Chatter with you on the road. It works with your mobile device, like your iPad, iPhone or Blackberry. No matter where you go, Chatter makes sure you have your realtime updates right at your fingertips.
  • That was a quick look at Chatter. A powerful way to collaborate with people in your company in realtime, in a private, completely secure way. So what are you waiting for? It only takes a minute to get started. Simply create your profile, follow your colleagues, and let people know what you’re working on.
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22 June 2010 at 00:20 - Comments

Salesforce.com Setup Enhancer (Easy Search Setup)


Setup Enhancer for Salesforce is about to make navigating the Setup tree a whole lot easier. It makes your life really easy by searching and showing you only the matched setup options. Full marks to this small yet useful script.

Setup Enhancer for Salesforce is a Greasemonkey script that helps you find just what you’re looking for in Setup with a minimal number of keystrokes. Looking for Account Validation Rules? Don’t hit all those plus signs out there and scroll down endlessly. Type “val” and you’ll have one list of just validation rules. To learn more, check out the video.


All you need to run Setup Enhancer for Salesforce is

This is the Salesforce administrator’s new best friend. If you try it and like it, please leave a five-star review of it at UserScripts and leave some feedback.

Source : CRM FYI

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14 June 2010 at 19:48 - Comments

Salesforce.com App ‘Action Plans’ – Reusable Task Templates


Action Plans is a new, free app for Salesforce.com (from the Force.com Labs) that in a nutshell puts best practices into reusable “task templates”. Task templates can help you create automatic follow ups when your organization receives new donations and normalize the staff’s task generations on new leads.

Action Plans allow your organization to create multiple tasks (independent and/or dependent) for a lead (or other Salesforce.com objects), assign tasks to a specific user, and supports the creation of up to 20 action plans at a time.

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10 June 2010 at 15:56 - Comments

PDF – World’s favourite document format!


The PDF file format was created by Adobe Systems in the early 1990s for document exchange. PDF represents documents in a way that is independent of hardware, software and operating systems. While initially PDF was a proprietary format, it was officially released as an open standard in July of 2008 and was published by the International Organization for Standardization as ISO 32000-1:2008.

Adobe recognized PDF’s intrinsic value for universal content exchange and chose to turn the specification over to AIIM, the enterprise content management industry association. AIIM, on behalf of ANSI (American National Standards Institute), in essence, serves as the custodian or steward for the PDF standard. Under the AIIM standards program, PDF continues to evolve to meet the diversified needs of the information management industry. There are currently five committees working to further develop the PDF standard. Subsets of PDF include:

PDF/Archive, or PDF/A, is the electronic document file format for long-term preservation. PDF/A became an ISO standard (ISO 19005-1) in September 2005. It was developed to provide a file format with a mechanism for representing electronic documents in a manner that preserves their visual content over time. Documents stored in PDF/A will always be able to be viewed by future versions of the Acrobat Reader. A revision to ISO 19005-1 is currently being worked on by the ISO working group that will add some functionality to the archival electronic document file.

PDF/Engineering, or PDF/E (ISO 24517-1), is the standard file format for the exchange of engineering documents. This standard enables organizations to streamline engineering workflows that incorporate diverse sets of complex engineering documents, resulting in improved productivity and the ability to more quickly deliver better products to market. In addition to improving workflows in engineering organizations, this standard specifies the proper use of PDF for on-screen display and printing of engineering documents.

PDF/Universal Access, PDF/UA (ISO/CD 14289), is currently being developed to enable individuals with disabilities to be able to render PDF documents. The committee tasked with this standard is working on a PDF standard to produce electronic documents that are maximally accessible to those who use assistive technologies to read documents.

PDF Healthcare is the latest standard spawned from PDF. This project is unique in that it is not initially a file format standard but rather a best-practices guide that will describe the attributes of the Portable Document Format (PDF) that facilitate the capture, exchange, preservation and protection of healthcare information. These best practices are especially valuable in aiding the compliance of regulatory guidelines such as the Health Insurance Portability and Accountability Act (HIPAA), which ensures patient information privacy and protection.

PDF Healthcare best practices enables healthcare providers and consumers to develop a secure, electronic container that can store and transmit relevant healthcare information including (but not limited to) personal documents, clinical notes, lab reports, electronic forms, scanned images, photographs, digital X-rays, and EKGs, that are critical for maintaining and improving patient care.

Source: AIIM Infomagazine March/April 2010

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4 June 2010 at 18:10 - Comments

VMForce thoughts …


Jesper Joergensen has a good blog post that answers many important questions around VMForce.  To add, Mike @embracingthecloud lists following really good thoughts about VMForce.

The VMForce value proposition:

  • Download Eclipse and SpringSource
  • Signup for a Salesforce Development account and define your data model
  • Write your Java app using objects that serialize to Salesforce
  • Drag and drop your app onto a VMWare hosted service to Force.com to deploy

The partnership breaks down as:

  1. VMWare hosts your app
  2. Salesforce hosts your database

The 2 are seamlessly integrated so that Java Developers can effectively manage the persistence layer as a black box in the cloud without worrying about setting up an Oracle or MySql database, writing stored procedures, or managing database performance and I/O. For larger organizations already using Salesforce but developing their custom Java apps, this opens up some new and attractive options.

CIO’s are being bombarded with virtualization as a viable cloud computing solution, so I think Salesforce has wisely taken a step back and taken a position that says

“We do declarative, hosted databases better than anyone else. Go ahead and pursue the virtualization path for your apps and leverage our strength in data management as the back end”

The post ends with two really good questions …

The connection between VMWare and Salesforce is presumably via webservices and not natively hosted in the same datacenter. Does this imply some performance and latency tradeoffs when using VMForce?No. Per the comment from David Schach, the app VM is running in the same datacenter as the Force.com DB.

It strikes me as quite simple to develop Customer/Partner portals or eCommerce solutions in Java that skirt the limitations of some Salesforce license models when supporting large named-user/low authentication audiences. Will Salesforce limit the types and numbers of native objects that can be serialized through VMForce

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13 May 2010 at 23:38 - Comments

Steve thoughts on flash and Adobe’s love on Apple


Few weeks back Steve Jobs quoted thoughts on Flash.

Steve quotes ….

Flash was created during the PC era – for PCs and mice. Flash is a successful business for Adobe, and we can understand why they want to push it beyond PCs. But the mobile era is about low power devices, touch interfaces and open web standards – all areas where Flash falls short.

The avalanche of media outlets offering their content for Apple’s mobile devices demonstrates that Flash is no longer necessary to watch video or consume any kind of web content. And the 200,000 apps on Apple’s App Store proves that Flash isn’t necessary for tens of thousands of developers to create graphically rich applications, including games.

New open standards created in the mobile era, such as HTML5, will win on mobile devices (and PCs too). Perhaps Adobe should focus more on creating great HTML5 tools for the future, and less on criticizing Apple for leaving the past behind

Now Adobe replies saying “We Love Apple
We love Apple

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13 May 2010 at 22:08 - Comments
via: http://www.crunchgear.com/2010/05/13/adobe-thinking-different-countering-apples-hate-with-love/
13 May 10 at 22:22