Showing posts with label time triggered workflow. Show all posts
Showing posts with label time triggered workflow. Show all posts

Monday 28 October 2013

Freeze Users In Salesforce

13:41
What is Freezing User mean ?

We all know what deactivating a user in salesforce means : They will not be deleted from the system but will no longer be able to log in to Salesforce and their records can be transferred to another user.They cannot be part of workflows or part of any automated processes. Click here to read more on Deactivating users. Freezing a User is when you have to do some extra work to get the user deactivated.

e.g. If your ORG is one among the larger ones which uses a lot of automated process or has custom hierarchy fields then you may already know deactivating a user selected in a custom hierarchy field is not a one step process. So you can freeze the user account to ensure you've enough time clean up, transfer the records and then finally deactivate the user.

Wednesday 11 September 2013

Email Case Team Members on Case Comment

14:40

This is going to be a short blog for a requirement I came across, But didn't find any blogs out there addressing this. So lets get right to it, I need to notify all the case team members when a case comment is logged, be it contact, users etc.


Here's what we'll need


  • Trigger on Case Comment 
  • A Helper Class (To keep the trigger clean)
  • Test Class ( Don't forget to test your code)
To make things look clean we'll keep most of the code to the helper class,

Sunday 6 January 2013

Run Batch Class Hourly

16:34
This is a use case that we all come across very often, Schedule a batch class every hour to clean up data or to send out batch emails to case team members (Which I’ll blog about later).
There are three main steps involved in this
  1. Write a Batch class with the required logic
  2. Write a Scheduled Apex which calls the above Batch Class
  3. Schedule the class from the developer console by executing anonymous apex

Saturday 29 December 2012

Time Trigger on Salesforce.com Basics

16:26
   What are Time Triggers?

Time triggers are used when we need to execute workflow actions at certain time based scenarios
E.g. If we need to send an email to an employee 6 days after he joined
Or if we need to update a field or send an outbound message, two hours after the Lead has been qualified.

·         How to Create Time Triggers?
Time Triggers can be created in two ways
o   Apex Cron Jobs
o   Force.com Admin Setup