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To add your Salesforce account as a data source to your AppSheet account:
- Go to the My Account > Sources tab.
- Click + New Data Source.
- Enter a name for the data source and click Salesforce.
How do I install AppExchange in Salesforce?
Installing an AppExchange solution in your Salesforce org is straightforward. You install the solution as an unmanaged or managed package, and then you configure it for your environment and users. To find a solution to install AppExchange, follow these steps.
Is it time to turn your spreadsheets into Salesforce apps?
Here you are as a Salesforce Admin trying to make your company successful but getting your team off spreadsheets is posing a problem. It’s time to target those spreadsheets and turn them into Salesforce apps! And rather than waxing poetic, let’s actually get our hands dirty and build an app.
Can I change certain Salesforce components after I install a solution?
If you already selected a solution and received an installation link, click the link and skip to the Enter the requested information step. If the solution is in a managed package, you can’t change certain Salesforce components after you install them.
Why is the Salesforce Help ID different after I install the package?
For example, if a custom link in the package refers to a document, the Salesforce Help ID for the document is different after you install it. Salesforce automatically alters the installed custom link to refer to the new ID in your organization.
Create a Virtual MySQL Database for Salesforce Marketing Data
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
Connect to Salesforce Marketing in AppSheet
The steps below outline connecting to CData Connect Cloud from AppSheet to create a new Salesforce Marketing data source.
Create an App
Once you create the data source for Salesforce Marketing, you can start building apps on Salesforce Marketing data. Start by clicking "My apps" in the menu.
Create a Virtual MySQL Database for SharePoint Data
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
Connect to SharePoint in AppSheet
The steps below outline connecting to CData Connect Cloud from AppSheet to create a new SharePoint data source.
Create an App
Once you create the data source for SharePoint, you can start building apps on SharePoint data. Start by clicking "My apps" in the menu.
What is SOQL in Salesforce?
Salesforce Object Query Language (SOQL) — Is basically, SQL for Salesforce objects. If you’re familiar with SQL statements like SELECT, then you’re good to go. Just understand that instead of tables you will be querying salesforce objects.
What is the SF programming language for Salesforce?
Apex. If you are doing Salesforce (SF) development you definitely need to learn Apex. In a nutshell, Apex is like Java or C# for Salesforce. It is the SF programming language. Apex is a development platform for building software as a service (SaaS) applications on top of Salesforce .com’s customer relationship management (CRM) functionality.
How to use Apex?
Here are just some of the things that Apex can be used for: 1 It can be used to create custom SF objects, 2 Intercept object lifecycles with triggers 3 Implement your own business logic 4 Call external SOAP or REST Apis 5 Expose custom endpoints that your applications can integrate to 6 Unit test your code
Create a Virtual MySQL Database for SAP Data
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
Connect to SAP in AppSheet
The steps below outline connecting to CData Connect Cloud from AppSheet to create a new SAP data source.
Create an App
Once you create the data source for SAP, you can start building apps on SAP data. Start by clicking "My apps" in the menu.
The Red Arrow
Let’s start with the red arrow at the bottom. As you know those are the Worksheets in an Excel Workbook. Conveniently, they also can be Objects in Salesforce. Remember that objects store data records that are alike. So we can see that we need the following objects: Accounts, Contacts, Strategic Plans, and Action Plans.
The Blue Arrow
These are simple- each line on the Excel sheet is a data record. For the Accounts tab we see a list of Account Records, Contacts tab we see a list of Contact Records, and so on. I won’t spend too much time here. But I will point out a couple things. First, be sure to question the data that is in each field.
The Green Arrow
Last on our list are the columns. Columns can most easily be thought of as ‘Fields’ so for every column you know you will need to create a field. The type of field will become apparent as you work through the Excel sheet.
Apex
Salesforce Environments
- I think we can all agree that it’s pretty dangerous to develop, test and deploy directly in production. This isn’t just for SF, but for development in general. Hence, you will need to understand how the SF environment works. It’s a plus if you’re familiar with how git branches work — it’s very similar to that. A sandbox environment can be created based on the existing production organisation. Onc…
Tooling
- I personally love vscode. For anyone else who feels the same I have good news — you can use it for SF development! The same editor you use for your Javascript, Java or .Net development can also handle Apex, how awesome is that?! Just add the Salesforce Dx extension for vscode With vscode and salesforce dx extension you can: 1. Connect your codes into a version control syste…
Apex Triggers
- One nice development approach or paradigm that is available at your disposable in SF are Apex Triggers. They are like hooks or events that you can subscribe with whenever there are changes to your Salesforce object. You can implement a simple logic after your object has been inserted or updated through triggers. In the project that I am working on after the record has been inserted …
Soql
- Salesforce Object Query Language (SOQL) — Is basically, SQL for Salesforce objects. If you’re familiar with SQL statements like SELECT, then you’re good to go. Just understand that instead of tables you will be querying salesforce objects. A sample SOQL:
Callouts
- Nowadays, API to API communication is a pretty common scenario. SF supports these use cases through callouts. SOAP and REST integrations are supported out of the box. I used callout in the project that I am working in together with Apex Triggers, SOQL and the dispatch a Callout. In summary, the sequence flow is: 1. I insert or update a salesforce object through the UI 2. An Ape…
Deployment
- To deploy your changes to the production organisation, make sure your sandbox environment is connected to the organisation you want to deploy in. Also, make sure that the production org is configured to accept inbound changesets. Please check this articlefor step by step guide make sure your environment is ready for deployment.
Conclusion
- Hopefully, this article has given you an insight into the massive world of Salesforce development and has pointed you in the right direction. Other tools that might be useful Workbench — A free tool to access your Salesforce environment, invoke SOAP and Restful endpoints to test integration points. Postman— You can also use postman to invoke Salesforce endpoints