Generate reports from Opportunities using a Visualforce Page in Salesforce

 

Step 1: Create a Visualforce Page

1. Go to the Setup menu in Salesforce.
2. Search for "Visualforce Pages" in the Quick Find box and click on it.
3. Click on the "New" button to create a new Visualforce page.
4. Provide a name and select the standard controller as "Opportunity."
5. Write the necessary code to generate the report. You can use the <apex:page> tag to define the page and its properties, and <apex:pageBlock> tags to structure the content.

Step 2: Add Report Generation Logic

1. Within the Visualforce page, you can use <apex:commandButton> to create a button that will trigger the report generation process.
2. Associate a method in the controller (Apex class) with the button using the action attribute.
3. In the controller, write the necessary Apex logic to generate the report. You can use SOQL queries to fetch the required data from the Opportunity object and perform any required calculations or data manipulation.
4. Once you have the data, you can present it on the Visualforce page using <apex:pageBlockTable> or other relevant components.

Step 3: Customize the Visualforce Page Layout

1. Add any additional components, such as input fields or filters, to allow users to specify report criteria or parameters.
2. Customize the look and feel of the page using Visualforce tags and CSS styles.

Step 4: Test and Deploy

1. Save the Visualforce page and navigate to its URL to test its functionality.
2. If everything works as expected, you can deploy the Visualforce page to your production environment or make it available to specific users or profiles as needed.

Remember to follow Salesforce's best practices and security guidelines when writing the Visualforce page and Apex code. Additionally, consider using Lightning Web Components (LWC) or other newer technologies, as Visualforce is a legacy framework.

The Visuaforce Page

<apex:page standardController="Opportunity" extensions="OpportunityReportController"> <apex:form> <apex:pageBlock title="Opportunity Report"> <apex:pageBlockSection> <apex:commandButton value="Generate Report" action="{!generateReport}" rerender="reportTable" /> </apex:pageBlockSection> <apex:pageBlockTable id="reportTable" value="{!opportunityList}" var="opportunity"> <apex:column value="{!opportunity.Name}" headerValue="Opportunity Name" /> <apex:column value="{!opportunity.StageName}" headerValue="Stage" /> <apex:column value="{!opportunity.Amount}" headerValue="Amount" /> </apex:pageBlockTable> </apex:pageBlock> </apex:form> </apex:page>

In the above code, we have a Visualforce page that displays an Opportunity report. It includes a button labeled "Generate Report" that triggers the generateReport method defined in the OpportunityReportController Apex class. The generated report is displayed in a table using the <apex:pageBlockTable> component.

Now, let's create the corresponding Apex controller class to handle the report generation:

The Required controller

public class OpportunityReportController {

    public List<Opportunity> opportunityList { get; set; }

    

    public OpportunityReportController(ApexPages.StandardController controller) {

        opportunityList = new List<Opportunity>();

    }

    

    public void generateReport() {

        opportunityList = [SELECT Name, StageName, Amount FROM Opportunity];

    }

}

In the OpportunityReportController class, we define the opportunityList property as a list of Opportunities. The generateReport method executes a SOQL query to retrieve the required Opportunity fields (Name, StageName, Amount) and populates the opportunityList.

Remember to save the Visualforce page with the name "OpportunityReport" and the Apex controller with the name "OpportunityReportController". Then, you can navigate to the Visualforce page's URL to test and generate the report from Opportunities.

Please note that this is a basic example, and you may need to modify the code according to your specific report requirements and business logic.

Happy Trails and may the Force be with you!

Turn off your org’s access to Salesforce Classic

 Time to get rid of the classics :-)

1. From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant.
2. Select the Optimize phase
3. Click Turn Off Salesforce Classic for Your Org to expand the stage.
4. Turn on Make Lightning Experience your org’s only experience.

Users see Lightning Experience the next time they log in to Salesforce. They no longer see the Switch to Salesforce Classic link.

Salesforce Password Reset - Bulk Reset

 Hi Trailblazers!

Many times we find ourselves in a scenario where we may need to reset passwords for multiple users.

The below code is a rough idea of how this could be achieved :

changepassword ch= new changepassword();


public class ChangePassword 
{
    public changepassword()
    {
        List<User> userList = new List<User>();
        userList = [SELECT Id from User WHERE IsActive = true ];
        
		for(User usr : userList)
                {
                      System.setPassword(usr.Id, 'xxxxxxxx');
                      System.debug('DONE: ' + usr.Id);
                }
    }
    
    
}

This can be executed from the developer console.

In the developer console :

• Select Debug
• Open Execute in Anonymous Window

Please execute :

changepassword ch= new changepassword();

I have not added an actual password so please update "xxxxxxxx"

Happy Trails!

Salesforce : Query to find Permission sets assigned to users

 It is sometimes taken for granted that we need to reconcile permissions or permission sets.

It is crucial to ensure that we can audit our environments and ensure that are able to retrieve the required information quickly.

Below is the SOQL query we can create using Workbench, developer console or dataloader  to capture the Permission Sets associated with a given User or Profile via the Permission Set Assignment object.

SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE Assignee.Name = 'Joe Soap'

You would need to update the Assignee name as required.

Or retrieve all users associated with a specific PermissionSet like:

SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE PermissionSet.Name = 'My Permission set'

I will start my auditing series so let me know if you have any specific questions.

May the Force be with you

Salesforce - Finding required fields in an Object

Sometimes during our many trails you find the need to identify  the required fields in an object. No need to go it one by one as Salesforce already has it listed for you...

• Navigate to Set up
• Enter "Field Accessibility" in the search bar (on the left)
• Select your object 

• Now select if you would like to view it by field or by profile.

• If you are a system administrator - Select view by Profile

• Once you select System Administrator this will list all the fields with their access

Happy trails!

Salesforce Formulas - What is what

 Add

Calculates the sum of two values

Subtract

Calculates the difference of two values

Multiply

Multiplies its values

Divide

Divides its values

Exponentiation 

Raises a number to a power of a specified number

Open Parenthesis 

Specifies that the expressions within the open parenthesis and close parenthesis

are evaluated first .

All other expressions are evaluated using standard operator Parenthesis

precedence

Equal

Evaluates if two values are equivalent 

Not Equal

Evaluates if two values are not equivalent

Less Than

Evaluates if a value is less than the value that follows this symbol

Greater Than

Evaluates if a value is greater than the value that follows this symbol

Less Than or Equal

Evaluates if a value is less than or equal to the value that follows this symbol

Greater Than

if a value is greater than or equal to the value that follows this symbol Equal

AND

Evaluates if two values or expressions are both true Use this operator as an

OR

Evaluates if at least one of multiple values or expressions is true 

Concatenate

Connects two or more strings

ADDMONTHS

Returns the date that is the indicated number of months before or after a

specified date If the resulting month has fewer days than the start month then

the function returns the last day of the resulting month Otherwise the result

has the same day component as the specified date

DATE

Returns a date value from year month and day values you enter Salesforce.Displays an error on the detail page if the value of the DATE function in a formula field is an invalid date such as February in a nonleap year

DATEVALUE

Returns a date value for a datetime or text expression

DATETIMEVALUE

Returns a year month day and GMT time value

DAY

Returns a day of the month in the form of a number between and

HOUR

Returns the local time hour value without the date in the form of a number from

through

MILLISECOND

Returns a milliseconds value in the form of a number from through

MINUTE

Returns a minute value in the form of a number from through

MONTH

Returns the month a number between January and December in number

format of a given date

NOW

Returns a datetime representing the current moment

SECOND

Returns a seconds value in the form of a number from through

TIMENOW

Returns a time value in GMT representing the current moment Use this function instead of the NOW function if you only want to track time without a date

TIMEVALUE

Returns the local time value without the date such as business hours

TODAY

Returns the current date as a date data type

WEEKDAY

Returns the day of the week for the given date using for Sunday for Monday

through for Saturday

YEAR

Returns the four digit year in number format of a given date

AND

Returns a TRUE response if all values are true returns a FALSE response if one or more values are false

BLANKVALUE

Determines if an expression has a value and returns a substitute expression if it

does not If the expression has a value returns the value of the expression

CASE

Checks a given expression against a series of values If the expression is equal to

a value returns the corresponding result If it is not equal to any values it returns

the else result

IF

Determines if expressions are true or false Returns a given value if true and

another value if false

ISBLANK

Determines if an expression has a value and returns TRUE if it does not If it contains a value this function returns FALSE

ISCLONE

Checks if the record is a clone of another record and returns TRUE if one item is a clone Otherwise returns FALSE

ISNEW

Checks if the formula is running during the creation of a new record and returns TRUE if it is If an existing record is being updated this function returns FALSE

ISNULL

Determines if an expression is null blank and returns TRUE if it is If it contains a value this function returns FALSE

Important Use ISBLANK instead of ISNULL in new formulas ISBLANK has the same functionality as ISNULL but also supports text fields. Salesforce will continue to support ISNULL so you do not need to change any existing formulas

ISNUMBER

Determines if a text value is a number and returns TRUE if it is Otherwise it returns FALSE

NOT

Returns FALSE for TRUE and TRUE for FALSE

NULLVALUE

Determines if an expression is null blank and returns a substitute expression if

it is If the expression is not blank returns the value of the expression . Important Use BLANKVALUE instead of NULLVALUE in new formulas

BLANKVALUE has the same functionality as NULLVALUE but also supports text fields Salesforce will continue to support NULLVALUE so you do not need to change existing formulas

OR

Determines if expressions are true or false Returns TRUE if any expression is true Returns FALSE if all expressions are false

PRIORVALUE

Returns the previous value of a field 

ABS

Calculates the absolute value of a number The absolute value of a number is

the number without its positive or negative sign

CEILING

Rounds a number up to the nearest integer away from zero if negative

DISTANCE

Calculates the distance between two locations in miles or kilometers

EXP

Returns a value for e raised to the power of a number you specify

FLOOR

Returns a number rounded down to the nearest integer towards zero if negative

GEOLOCATION

Returns a geolocation based on the provided latitude and longitude Must be used with the DISTANCE function

LN

Returns the natural logarithm of a specified number Natural logarithms are

based on the constant e value of

LOG

Returns the base logarithm of a number

MAX

Returns the highest number from a list of numbers

MCEILING

Rounds a number up to the nearest integer towards zero if negative

MFLOOR

Rounds a number down to the nearest integer away from zero if negative

MIN

Returns the lowest number from a list of numbers

MOD

Returns a remainder after a number is divided by a specified divisor

ROUND

Returns the nearest number to a number you specify constraining the new

number by a specified number of digits

SQRT

Returns the positive square root of a given number

BEGINS

Determines if text begins with specific characters and returns TRUE if it does Returns FALSE if it does not

BR

Inserts a line break in a string of text

CASESAFEID

Converts a character ID to a case insensitive character ID

CONTAINS

Compares two arguments of text and returns TRUE if the first argument contains

the second argument If not returns FALSE

FIND

Returns the position of a string within a string of text represented as a number

GETSESSIONID

Returns the users session ID

HTMLENCODE

Encodes text and merge field values for use in HTML by replacing characters that are reserved in HTML such as the greaterthan sign with HTML entity equivalents such as gt

HYPERLINK

Creates a link to a URL specified that is linkable from the text specified

IMAGE

Inserts an image with alternate text and height width specifications

INCLUDES

Determines if any value selected in a multiselect picklist field equals a text literal

you specify

ISPICKVAL

Determines if the value of a picklist field is equal to a text literal you specify

JSENCODE

Encodes text and merge field values for use in JavaScript by inserting escape

characters such as a backslash before unsafe JavaScript characters such as

the apostrophe

JSINHTMLENCODE

Encodes text and merge field values for use in JavaScript inside HTML tags by replacing characters that are reserved in HTML with HTML entity equivalents and inserting escape characters before unsafe JavaScript characters JSINHTMLENCODEs omeValue is a convenience function that is equivalent to JSENCODEHTMLENCODE someValue That is JSINHTMLENCODE first encodes someValue with HTMLENCODE and then encodes the result with JSENCODE

LEFT

Returns the specified number of characters from the beginning of a text string

LEN

Returns the number of characters in a specified text string

LOWER

Converts all letters in the specified text string to lowercase Any characters that

are not letters are unaffected by this function Locale rules are applied if a locale

is provided

LPAD

Inserts characters you specify to the leftside of a text string

MID

Returns the specified number of characters from the middle of a text string given

the starting position

RIGHT

Returns the specified number of characters from the end of a text string

RPAD

Inserts characters that you specify to the rightside of a text string

SUBSTITUTE

Substitutes new text for old text in a text string

TEXT

Converts a percent number date datetime or currency type field into text

anywhere formulas are used Also converts picklist values to text in approval

rules approval step rules workflow rules escalation rules assignment rules

autoresponse rules validation rules formula fields field updates and custom

buttons and links

TRIM

Removes the spaces and tabs from the beginning and end of a text string

UPPER

Converts all letters in the specified text string to uppercase Any characters that

are not letters are unaffected by this function Locale rules are applied if a locale

is provided

URLENCODE

Encodes text and merge field values for use in URLs by replacing characters that

are illegal in URLs such as blank spaces with the code that represent those characters as defined in RFC Uniform Resource Identifier URI Generic Syntax For example blank spaces are replaced with and exclamation points are replaced with

VALUE

Converts a text string to a number

PARENTGROUPVAL 

This function returns the value of a specified parent grouping A parent grouping is any level above the one containing the formula You can use this function only in custom summary formulas and at grouping levels for reports .

PREVGROUPVAL

This function returns the value of a specified previous grouping A previous grouping is one that comes before the current grouping in the report Choose the grouping level and increment The increment is the number of columns or rows before the current summary The default is the maximum is You can use this function only in custom summary formulas and at grouping levels for reports but not at summary levels

CURRENCYRATE

Returns the conversion rate to the corporate currency for the given currency ISO code If the currency is invalid returns

GETRECORDIDS

Returns an array of strings in the form of record IDs for the selected records in a

list such as a list view or related list

IMAGEPROXYURL

Securely retrieves external images and prevents unauthorized requests for user

credentials

INCLUDE

Returns content from an scontrol snippet Use this function to reuse common

code in many scontrols

ISCHANGED

Compares the value of a field to the previous value and returns TRUE if the values are different If the values are the same this function returns FALSE

JUNCTIONIDLIST

Returns a JunctionIDList based on the provided IDs

LINKTO

Returns a relative URL in the form of a link href and anchor tags for a custom scontrol or Salesforce page

REGEX

Compares a text field to a regular expression and returns TRUE if there is a match Otherwise it returns FALSE A regular expression is a string used to describe a format of a string according to certain syntax rules

REQUIRESCRIPT

Returns a script tag with source for a URL you specify Use this function when referencing the Lightning Platform AJAX Toolkit or other JavaScript toolkits

URLFOR

Returns a relative URL for an action scontrol Visualforce page or a file in a static resource archive in a Visualforce page

VLOOKUP

Returns a value by looking up a related value on a custom object similar to the VLOOKUP Excel function

Remove hyphen automatically from Opportunity name on Lead conversion

Hi Trailblazers

I had a client who was not happy with the hyphen (-) which Salesforce automatically appends to an opportunity during lead conversion.

Something small but it could prove to be useful on your many trails.

Follow the steps to remove the hyphen (-) automatically from the Opportunities Name upon Lead conversion.

Example: LEAD NAME (THE COMPANY INC) CONVERTED TO OPPORTUNITY (THE COMPANY INC- )

This is standard Salesforce functionality. By default, Salesforce allows Users to add the name which starts with Account Name -. So they can edit that name and use some other name. Generally, people use Account Name-Opportunity Name.

This can be accomplished by using a workflow rule, with field updates based on a formula that checks for hyphen:

 

Create a workflow rule to remove hyphens from the Opportunity Name when an Opportunity is created:

 

1. Classic: Go to Setup | Workflow Rules | Click New Rule or  Lightning Experience: Gear Icon | Search for Workflow Rules | Click New Rule
2. Select the Object as Opportunity
3. Enter Rule Name
4. Choose to evaluate the rule when a record is: created
5. Then select the Rule Criteria as: formula evaluates to true. 

Use Rule: 

IF 
( 
CONTAINS(Name,'-'),true,false 
) 

 

6. Click Save and Next
7. Add Workflow Action to update New Field
8. On the Field Update Edit page, enter a Name for the field update, and select Opportunity Name as the Field to Update.
9. Specify New Field Value as below: 

SUBSTITUTE( Name , '-', '') 

 

10. Activate the workflow rule. 

May the Force be with you!

Clearing Salesforce Logs Manually - UI Delete not working

Sometimes clearing the logs via the UI does not always work...but what to do now?

 Here are some steps to solve your problem:

• Open your Developer Console
• Select query editor

• Enter the following query 
• select id from Apexlog 
• This will display all the logs by id

• Highlight (select) all the lines you wish to delete (Shift + down arrow)
• Then select Delete Row

This will start deleting your logs per id.

Happy Trails!

nginx: [emerg] bind() to 0.0.0.0:80 failed (98: Address already in use)

If Nginx wont start and is pushing back the following error:

[emerg]: bind() to 0.0.0.0:80 failed (98: Address already in use)

Then it means nginx or some other process is already using port 80.

You can kill it using:

sudo fuser -k 80/tcp

And then try restarting nginx again:

service nginx start 

 sudo /opt/bitnami/ctlscript.sh start

Salesforce : 22 Ways to Share Records

 

Code Coverage

Hey TrailBlazers!


One interesting area within any Salesforce org is code coverage.Inhereting an environment with low code coverage is never easy.

So the official statement : 

Code coverage indicates how many executable lines of code in your classes and triggers have been exercised by test methods. ... To deploy Apex or package it for the Salesforce AppExchange, unit tests must cover at least 75% of your Apex code, and those tests must pass.

...but how do you identify the root causes for your low coverage?



Select the Gear Icon >>Select Developer console




Once your developer console is open >>Select Query Editor >>




Paste the query below in the query editor  :

SELECT ApexClassorTrigger.Name, NumLinesCovered, NumLinesUncovered FROM ApexCodeCoverageAggregate ORDER BY NumLinesUncovered DESC LIMIT 10

Please ensure that you tick "Use Tooling API" and the execute:




This will give you a list of the top 10 classes lowering your code coverage.


Once identified its time to create the test classes.

Happy Trails!