Skip to main content

Posts

Showing posts from March, 2018

How to Create a new Case Record Type in Salesforce

Here are the specific steps for adding a case record type. Some steps may vary by organization but the process should be pretty similar to what is shown here. 1) Create a new page layout 2) Add any new case statuses to picklist 3) Edit case statuses that should indicate case is "closed" 4) Add any new case types to picklist 5) Add any new case reasons to picklist 6) Add any new case origins to picklist 7) Add any new fields to case object 8) Under Record Types, ensure the picklists have the correct values (i.e. - Reason/Type/Origin) 9) Within the Type field, edit "Reason" field dependencies matrix and add new reason(s) to types 10) Create a new support process (if not reusing an existing one) 11) Create the new record type (enable for all profiles) 12) Finalize the page layout (if needed) and check "Default" in Case Assignment checkbox under Layout Properties 13) Create approval queues (if needed) 14) Set up approv...

Salesforce Apex: Replacing and/or Removing Apex Classes

Working with code within the constraints of Salesforce's workflow can be a challenge.  First , you have the restriction on changing anything in production.  Second , you have the requirement for 75% or greater unit test coverage.  Third , you have the fact that certain metadata cannot be pushed to production through a changeset (which means the only way to sync record IDs is by re-deploying the development environment from production). Fourth - and this is what I'd like to blog about today - you cannot delete classes from production through the Salesforce UI .  The only way to delete a class from production is to download the class (and its associated metadata file) into the Eclipse IDE (which you have previously set up with the Apex add-on), change the "status" flag to "Deleted", then deploy the changed metadata file to production.  And (here's the kicker)...sometimes it doesn't work because...reasons. So let's start with the workflow of a f...