Slaesforce FAQ

can salesforce do transaction management

by Kelsi Terry III Published 3 years ago Updated 2 years ago
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@sfdc_beginner - In addition to Sonam's reply, transaction management is implicit in Salesforce to maintain data integrity. For e.g. trigger fires a test class which executes DMLs and something fails all associated actions are rolled back. You have the capability for using Database methods setSavePoint and rollback.

Full Answer

What is transaction control in Salesforce apex?

Transaction Control All requests are delimited by the trigger, class method, Web Service, Visualforce page or anonymous block that executes the Apex code. If the entire request completes successfully, all changes are committed to the database.

How to manage documents in Salesforce?

In Salesforce, permissions can only be set at the level of each individual record. Salesforce already has a number of different areas in which documents can be managed. These include: Files Home: In the Files Home area, (personal) documents can be uploaded by a user and then shared with team members for communal use.

What is Salesforce and how can it help your business?

Salesforce helps break down technology silos in your organization between departments so no matter where they are, employees in marketing, sales, commerce, service, and IT share a single customer view. This enables a deeper understanding of customers on one customer relationship management (CRM) platform.

What are payment methods in Salesforce?

Your customers can use payment methods to quickly submit payments using the method on file rather than entering the payment method each time a payment occurs. Payment methods can represent recurring payments or a one-time payment performed by an authorized Salesforce user.

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What is transaction Salesforce?

In salesforce, an apex transaction is a set of operations that are executed as a single unit. An apex transaction can be a trigger, anonymous block of code , a class method and so forth. All of the operations that occur inside the transaction, represent a single unit of operations.

How do I use Savepoints in Salesforce?

savepoint is a method which is used to define a point which can be roll back to. If any error occurs during a transaction, that contains many statements, the application will roll back to the most recent savepoint and the entire transaction will not be aborted.

What are transactions in Apex?

An Apex transaction represents a set of operations that are executed as a single unit. All DML operations in a transaction either complete successfully, or if an error occurs in one operation, the entire transaction is rolled back and no data is committed to the database.

How do you commit in Apex?

No, you can't force a commit. The specific reason why is because commits occur at the end of the entire transaction. The data is committed after the DML, but isolated from the rest of the database until after the page finishes (so it can roll back in the event of an exception).

What is database SaveResult in Salesforce?

SaveResult objects. It inserts two accounts using Database. insert with a false second parameter to allow partial processing of records on failure. One of the accounts is missing the Name required field, which causes a failure.

What is Apex sharing in Salesforce?

Apex managed sharing enables developers to programmatically manipulate sharing to support their application's behavior through Apex or the SOAP API. This type of sharing is similar to Force.com managed sharing. Only users with “Modify All Data” permission can add or change Apex managed sharing on a record.

What is transaction control statements in Salesforce?

All requests are delimited by the trigger, class method, Web Service, Visualforce page or anonymous block that executes the Apex code. If the entire request completes successfully, all changes are committed to the database.

What is batch apex in Salesforce?

Batch Apex is used to run large jobs (think thousands or millions of records!) that would exceed normal processing limits. Using Batch Apex, you can process records asynchronously in batches (hence the name, “Batch Apex”) to stay within platform limits.

What is Governor limits in Salesforce?

Simply put, Salesforce Governor Limits are usage caps enforced by Salesforce to ensure efficient processing. They allow for multiple users of the platform without impeding performance. There are many different types of governor limits, some of which are tied to your Salesforce edition.

What is rollback in Salesforce?

Database. savepoint : database. savepoint is a method which is used to define a point which can be roll back to. If any error occurs during a transaction, that contains many statements, the application will roll back to the most recent savepoint and the entire transaction will not be aborted.

What is future annotation in Salesforce?

Future annotations are used to identify and execute methods asynchronously. If the method is annotated with “@future”, then it will be executed only when Salesforce has the available resources. For example, you can use it while making an asynchronous web service callout to an external service.

What is asynchronous apex in Salesforce?

Asynchronous Apex. In a nutshell, asynchronous Apex is used to run processes in a separate thread, at a later time. An asynchronous process is a process or function that executes a task "in the background" without the user having to wait for the task to finish.

What happens if you set more than one savepoint?

If you set more than one savepoint, then roll back to a savepoint that is not the last savepoint you generated, the later savepoint variables become invalid. For example, if you generated savepoint SP1 first, savepoint SP2 after that, and then you rolled back to SP1, the variable SP2 would no longer be valid. You will receive a runtime error if you try to use it.

Can savepoints be used across trigger contexts?

References to savepoints cannot cross trigger invocations because each trigger invocation is a new trigger context. If you declare a savepoint as a static variable then try to use it across trigger contexts, you will receive a run-time error. Each savepoint you set counts against the governor limit for DML statements.

What is Salesforce used for?

Salesforce can also help you build connected brand journeys that adjust based on your customer’s interactions, and give them the most helpful personalized experience . Learn more about Marketing Cloud here.

Why do customers trust Salesforce?

Today’s customers want to trust they’re getting what they need from you, when and where they need it. They want experiences to be effortless, and they’re loyal to brands they can count on. The connected customer experiences Salesforce helps you to create ensure that trust.

How long is the Salesforce video?

This three-minute video explains how Salesforce technology brings customers, partners, and your brand together across teams – anywhere.

How many people agree that customer data comes from too many sources?

58% strongly agree or agree that customer/prospect and account data comes from too many sources to easily make sense of it

Who is the CEO of Salesforce?

Maybe you’ve heard CEO Marc Benioff speak on CNBC or CNN. You may also recognize our cloud logo, friendly characters, or our very tall headquarters in San Francisco. But, because our work in the world is so varied, we often field the question: What does Salesforce actually do?

Why do companies come to us frustrated or overwhelmed by their customer data?

Many companies come to us frustrated or overwhelmed by their customer data because it’s not sharable, readable, and it does not tell the story of who their customer is or what they want. For example, sales doesn’t share knowledge or data well with marketing; marketing has no knowledge of when a customer has contacted customer service.

Salesforce Mobile App Limitations

The Salesforce mobile app is designed for easy data access on the go. You can view Salesforce Order Management record pages on the mobile app, but can’t access its console features like screen flows.

Learn More

Order Management Resources In addition to Salesforce Help, Order Management has documentation resources to help you learn about, set up, administer, and extend the Order Management app.

Why is document management important in Salesforce?

An efficient document management system will support this with ease, playing a major role both in boosting your company’s efficiency and supporting your success. Let’s look at document management in Salesforce.

Who makes Box for Salesforce?

Box for Salesforce provides integration with cloud storage provided by Box, Inc., an American company with almost 100,000 customers.

How many apps are there in Salesforce 2021?

We have taken a look at some of the apps in the Salesforce AppExchange. As of May 2021, there were 71 apps in the All Apps –> Collaboration → Document Management area, which can be roughly divided as follows:

Why do businesses use DMS?

Many businesses use the DMS to map approval processes because not every employee in the company will always have a Salesforce license. Paper-based approval processes, such as vacation requests or travel plans, are often mapped electronically via the DMS.

What is a DMS in Outlook?

Many companies use a DMS to maintain a digital customer folder – a place where all documents, contracts, and orders relating to a customer are available for reference by employees. Any member of the sales team can see ‘at a glance’ in Outlook, which important emails were exchanged to complete the order.

What is the function of a DMS?

The core function of a modern DMS is what the industry sometimes calls audit-proof or compliant archiving. To be fully compliant with audit requirements, a DMS needs to be able to prevent any unpermitted (accidental or intentional) manipulation of data during the legally or voluntarily applied retention period. And this should be achieved in such a way that an expert third party can verify the effectiveness of the protection. Versioning is used for this purpose, which means a new version is automatically created whenever changes are made to the document, rather than the former version being irretrievably overwritten each time.

Why do we have direct access to the written contract?

They also have direct access to the written contract so they can confirm the original terms. The order confirmation and, later, the invoices are also automatically saved from the ERP system to the electronic customer folder. This ensures the staff have access to all the information they need relating to an order in one place, even if the information originates from a variety of source systems.

Why is real estate management software used?

Today’s real estate management software is used to connect property managers and tenants like never before. That’s because modern real estate management tools incorporate the same technology used in customer relationship management (CRM). With CRM for real estate management, property managers can now offer their tenants the kind of high-level customer service that is so important to developing long-term business relationships.

What is the most valuable aspect of real estate management software?

As previously mentioned, one of the most valuable aspects of real estate management software is that it facilitates a better relationship between you and your tenants. The end goal, of course, is for every tenant to feel as though they’re the only tenant (or at least the only one that matters). And, like any relationship, your relationship with your tenants depends on honest, open communication.

What is cloud based real estate management?

Cloud-based real estate management greatly reduces risks to your and your client’s data. A centralised, professionally managed database eliminates the danger of files being lost or misplaced. Likewise, local hazards such as fires and floods may devastate on-premises computer servers (destroying data in the process), whereas cloud-based data will remain untouched.

Is real estate management a new concept?

Real estate management is not a new concept. Property managers have been managing relevant data for as long as the rental market has existed. However, as new technologies become more widely available, the capabilities of real estate management are advancing. Today’s real estate management software is used to connect property managers ...

Did property managers keep their digital data?

Not too long ago , where property managers kept their digital data wasn’t really an issue. Work was done on in-house computer systems, and so every important piece of information was maintained on those same systems. But with the advent and proliferation of the internet, data became much more mobile — information could be sent and accessed remotely for improved data convenience. Even so, data was still generally kept onsite. Cloud technology has changed all of that.

Do property managers need software?

As this growth continues, property managers are finding that traditional systems for organising and tracking relevant tenant and property data just aren’t enough. They need something not only capable of handling massive amounts of information, but also something that can analyse this information for actionable insights. They need reliable real estate management software.

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