Setting up Custom Logic
- Define the kind of hook that needs to be applied.
- Develop javascript code for the hook and test it externally from Connector.
- Create ZenDesk ticket and attach a file with custom logic.
- Get the code reviewed by the engineering team.
- Apply custom logic - Can be done by engineering or by your team who has administrator access to Salesforce connector.
Full Answer
How does custom logic work in Salesforce?
As you are aware, creating or updating a record in Salesforce kicks off a whole lot of your own custom logic. This logic includes triggers, workflow rules, assignment rules, and roll-up summary calculations. And it all works together to keep your data clean and consistent and launch whichever notifications or other processes need to be launched.
How do I set the ID of a contact in Salesforce?
Let’s look at the assignment you built in the New Contact flow. From the canvas, double-click the Set Contact ID node. The element updates one value: the Id field on the {!contact} record variable.
How does the ADD operator work in Salesforce?
For example, the Add operator works differently for different data types. For Date variables, Value is added in days to the selected Variable’s value. For Text variables, the text entered or selected for Value is added to the end of Variable. Let’s look at the assignment you built in the New Contact flow.
How do you add branching logic to a flow?
Add branching logic to a flow. Change a variable value in a flow. For most business processes, rules determine whether a particular action should be taken or not. Maybe a case should be escalated when the associated account is at risk. The rule in play here is “the associated account is at risk.”
How do I write logic in Salesforce?
To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. ... Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. ... Click Save.
How do I create a custom controller in Salesforce?
To create Custom controller navigate to Setup | Build | develop | Apex Classes | New. Click on Version settings before creating Custom controller in Salesforce. This version settings specify version of Apex and the API used. Now click on Apex class editor to write Apex class for Custom controller in Salesforce.
How do I create a custom code in Salesforce?
Custom code lets you customize your site using markup, such as HTML and JavaScript....Adding Markup Directly to the PageDrag a Custom Code page element from the Page Element pane onto the page.Enter the code in the Edit Code dialog box.Click Save and Close to add the code directly to the page.
How do I apply a logic filter in Salesforce?
Add Filter LogicClick Reports, then find your Cases by Status report and click Edit.To open the Filters pane, click Filters.Unlock the Industry filter that you added in the last exercise. ... Add a custom filter for Industry equals Electronics. ... Add a custom filter for Status not equal to Escalated.More items...
What is difference between standard and custom controller?
There are number of standard controllers exists for each Salesforce object which provides the functionality similar to custom controller. A custom controller is the user defined an Apex class that implements all of the logic for a page without leveraging a standard controller.
What is the difference between custom controller and extension?
Use custom controllers when you want your Visualforce page to run entirely in system mode, which does not enforce the permissions and field-level security of the current user. A controller extension is an Apex class that extends the functionality of a standard or custom controller.
Can we create custom object using Apex Salesforce?
You can not create custom object and its field by apex. You can only retrive object and field information using apex.
What can you build on Salesforce?
With Salesforce Platform, all of the application services come right out of the box, from a powerful workflow engine to API services, integration services, authentication, event log framework, analytics, collaboration services, and all of the other powerful services behind the award-winning Salesforce applications.
How do I add HTML code to Salesforce?
Add your HTML in the editor using one of these options. Enter or paste your HTML directly into the editor window on the left side of the screen. To add existing HTML, click browse then select your HTML from Content Builder. Drag files from your computer to the upload window to add one or more files.
How do I create a custom filter in Salesforce?
Create a Custom FilterFrom the App Launcher. ... To the right of the filter picklist, click. ... Enter the name, description, and dates to select. ... Set the field criteria. ... Choose the fields to display. ... Decide whether to share the filter with other dispatchers. ... Click Save.
How do I create a filter in Salesforce?
Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.
How do I create a dynamic report in Salesforce?
Steps To Create Dynamic Report In SalesforceStep 1: Click on the Report tab inside the salesforce org.Step 2: Click on the Create Button to create a report.Step 3: Now add the Filter.