How to Schedule Next Job Automatically in FieldAx

A Field service management software has to create next job automatically, if the previous job has completed by the technician. But you would be surprised that FieldAx has that ability. See how FieldAx can setup the scheduling policy to create jobs automatically. Step – 1: Create scheduler section in where you can schedule (likes that Service…


How to Use Approval Process Without Clicking on Submit Button

Here, we provide wonderful concept of approval process in Fieldax & Field Service Management Salesforce. High priority task needs to approve by Major Role User whenever changes made in the record without click on submit approval button. In real time you need to approve opportunity by high authority user, this type of situation we prefer…


How to Auto Sync Quote to Opportunity for Customer Approval

The default Syncing feature in Quote is used to update customer products from Quote to Opportunity automatically. You need to click ‘Start Sync‘ button then what are the products added in the quote it will automatically be updated into related opportunity specified in the quote.   Sometimes the customer approved quote with products it will…


How to Get Tree View Structure Using Visualforce Page

Here, I mentioned the sample tree structure for a user with a profile using jquery. This is very helpful for the learner in Fieldax&Field Service Management Salesforce. Visualforce code :- <apex:page sidebar=”false” controller=”TestTreeView”> <html> <head> </head> <body> <script src=”//cdnjs.cloudflare.com/ajax/libs/jquery/3.1.1/jquery.min.js”></script> <link rel=”stylesheet” href=”//cdnjs.cloudflare.com/ajax/libs/jstree/3.3.3/themes/default/style.min.css” /> <script src=”//cdnjs.cloudflare.com/ajax/libs/jstree/3.3.3/jstree.min.js”></script> <div id=”container”> <ul> <li>User <apex:repeat value=”{!result}” var=”aa”> <ul><li>{!aa} <ul><li>{!result[aa]}</li></ul> </li> </ul>…


Business Process Built on Standard Salesforce Objects and Create a New Process

Here, we defined different type of business process available in salesforce. Refer the below points which is helpful to understand the standard process in salesforce. In standard object has picklist values, to changes these for different users based on profiles. Lead Process – Lead object Sales Process – Opportunity object Support Process – Case object Solution Process…


How to Get Geolocation Through Apex Class in Salesforce

We have given the solution for how to get Geo location value in the record. Geo location field is available now in Salesforce. Geo location field includes latitude and longitude values. The below example is shown whenever you update billing street, city, state, a country in account object, it will automatically update geolocation value in the…


To Modify Task Composer on Activity Tab in Lightening

We faced the issue ‘To add Call Result field on Task Composer in Lightening‘. By default, student (custom object) does not include ‘call result‘ field on task composer. Refer the below figure. How to resolve this? This is possible by to create a new action. It includes new task creation facility, and add fields which you want…


How to Send Email Alert to User by Using Visualforce email Template in Salesforce

Sometimes you need to send email alert which should include related list details also. You can achieve this type of alert by using the visual force email type template in Fieldax&Field Service Management. The below example to explain visual force email template. For example, the Class Staff (Tutor) need to know the student information and…


How to View Button in Salesforce1

In Field Service Management, we provide some suggestions, if you need to show button in the salesforce1 note the below points. We created a button using JavaScript, it showing the error, ‘JavaScript button not displaying in salesforce1‘. How to resolve this? We found the solution. You need to create a button with the following types only supported…


Use of rendered, renderAs and reRerender in Salesforce

We explained rendered, reRender and renderAs attribute in the visualforce page. This article is effective to you can use visual force page. Rendered : – This attribute uses in all visual force components. It will return output depend on boolean value. The default value is true. The below code to check active account, show result…


How to Change Pagination View Dynamically Using Visualforce Page in Salesforce

This article is useful whenever you have an issue to split full page content. Pagination concept is a help to avoid this kind of issue. Pagination is nothing but some time the full page has long content so we could not able to view and had a bitterness to see. In that situation, this article is…


Dynamically Remove Table Column Based on Header Name in Salesforce

We provide you the solution for to remove some column values from a list of table rows and columns. How is it possible? We need to get column header name then you can remove. Try the below code :- <link rel=”stylesheet” href=”https://code.jquery.com/ui/1.11.4/themes/swanky-purse/jquery-ui.css”/> <script src=”//code.jquery.com/jquery-1.12.4.js”></script> <script src=”//code.jquery.com/ui/1.12.1/jquery-ui.js”></script> <form id=”pg”> </form> <script> $(‘<div id=”main” style=”float:left;width:20%;height:50%;”></div>’).appendTo(‘#pg’); $(‘<table id=”tbl”…


Updating Information on Contact After a Lead is Converted in Salesforce

In Salesforce, Lead is converted is a standard feature. This is an important one in business requirement. After a lead is qualified then it will be converted into account, contact, opportunity through Convert button. By default some information like that phone number, address are updated from the converted lead. Customer some times asked, they want…


How to Display the Owner Details Using Visualforce Page in Salesforce

In Salesforce, We need to show the owner details for separate record We give the solution below. It will help to you if you face this issue. 1. Create visualforce. 2. Try the below code in your page {!ObjectName.Owner.name}<br/> {!ObjectName.Owner.title}<br/> {!IF(ObjectName.Owner.Email!=null,”E:”,””)}{!ObjectName.Owner.Email}<br/> {!IF(ObjectName.Owner.phone!=null,”P:”,””)}{!ObjectName.Owner.phone}<br/> {!IF(ObjectName.Owner.MobilePhone!=null,”M:”,””)}{!ObjectName.Owner.MobilePhone}<br/> {!IF(ObjectName.Owner.Fax!=null,”F:”,””)}{!ObjectName.Owner.Fax} Link:<a href=”www.merfantz.tn.in”>www.merfantz.tn.in</a> 3. Click Save 4. Click Preview then, add the…


Standard Google Map Feature on Salesforce Account Object

This is a standard feature in salesforce account object to show the google map of the standard address field. This default feature is not available in ‘Developer Edition’. How to disable this feature in your organization : Setup -> Customize  -> Maps and Locations -> Settings -> Enable Maps and Location Services then uncheck this option  …


How to Get List of Report with Related Dashboards in Salesforce

This is a wonderful feature in Salesforce. Sometimes we want the list of reports with the related dashboard. This is possible in reports using ‘Report type‘. Report type is beneficial to select the list of objects with fields in the reports. Please refer Merfantz website (http://merfantz.com/blog/salesforce-report-overview/) for reports. In Salesforce used this feature. For Example –…


How to Validate Multiselect Picklist Without Apex Code in Salesforce

We provide the basis for how to achieve validation rule on multi-select picklist values. Use the below code it will help you. How to use multi-select value in formula field:- Syntax:- INCLUDES( Multiselect picklist variable, “values with in quotes”) For example, here I used validation rule for you need to select at least one subject…


Need to Require Picklist Value Based on Checkbox in Salesforce

We provide how to make picklist value is required based on a checkbox. For example, Consider you are purchasing a product from a shopping mall, You can get some credits which is helpful to make discounts in your product cost and prizes. Try the below code in validation rule, ============================================================ OR( Regular_Customer__c = false, ISPICKVAL(…


Permit Admin User have Login Access for Other Users in Salesforce

To satisfy the customer requirement is very important role in Business Process. sometimes, we need to login other user account. So this type of situation use the below is helpful. For Example – We faced one issue – Customer rise one requirement, ‘We did not see some fields in account’. So we need to check…


How to Access Multiple Record from One Record Creation/Updation in Salesforce

We suggest one solution whenever you faced the below mentioned same type issue, it will help you to finish your work fastly. Issue: One object is created/updated , contains some fields value automatically updated to another object without a relationship. Is it possible? yes, possible. Other one object (3rd object) relationship with the above-asked objects. For…