Apex – Just Another Salesforce Blog!

Create Einstein Bots with AI and External Data!!

In this post – I will show how I have set up an Einstein Bot using both AI and Apex together with minimal apex coding! In my Bot – I use Einstein Intent Detection to determine what the customer is asking about, I then use Einstein variables and regex to determine an entity from a [...]

Trialforce – Create a custom signup using Force.com Sites

There does not seem to much documentation online about this so I thought I would post how you can allow either potential customers or internal employees can create a trial/demo org via a web signup page. This page is hosted on Salesforce using Force.com sites. When you create the Visualforce page and controller below – [...]

Salesforce Console Integration Toolkit – Give App Level Components Context

In this point, I will show how you can create an app level component for the service cloud console that know the context of the current case tab that is open. By default, the app level components load separately and because they exist for all the case that are open – they cant interact with [...]

Salesforce – Cross Object Duplicate Matching

Recently I had a requirement where we need to make sure that there could be only one type of a particular related record for an Account. The user simply creates one of these records using a Salesforce quick action so the solution need to work in this scenario. I thought of the usual ways to [...]

Build a quick create lightning component

Having previously looked at displaying a list of contacts beside the account details, I am now going to build a quick create component to also add to the page. While this could be done with a quick action without any code, the idea here is to build a structure that could be extended to add [...]

Apex – Populate a lookup relationship using an External ID

There are a few different ways to do this but recently I came across a really easy way that I thought I should share with everyone! In this example I have an Account and I have another object called AccountChild__c. The Account object has a field called ExternalID__c (which is an External Id field) and the [...]

Echosign/Adobe Sign Data Validation before Sending a Contract

In this post I will show how you can validate that all the relevant data has been entered for a contract when using Adobe Sign (formerly Echosign) with Salesforce. Usually a Echosign contract is generated by clicking a button on a record in Salesforce. This method avoids using any javascript buttons and as it uses [...]

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