Category Archives: Salesforce

Lightning Quick Action API

Biswajeet   September 25, 2018   4 Comments on Lightning Quick Action API

A lightning:quickActionAPI component allows to access methods for programmatically controlling quick actions on record pages. It is supported in Lightning Experience only.

We can reuse the existing quick action functionalities from different places. To access the methods, create an instance of the lightning:quickActionAPI component inside your Lightning component or page.

Example:
Here I’ve created a Quick Action to update Case object Status field.

Here is the lightning component to invoke above created quick action programmatically.
Lightning Component: 

<aura:component implements="flexipage:availableForRecordHome,force:lightningQuickAction,flexipage:availableForAllPageTypes,force:appHostable">
    
    <!--Declare Quick Action API-->
    <lightning:quickActionAPI aura:id="qaAPI" />
    
    <div class="slds-m-around--xx-large">
        <lightning:button label="Update Status to Working" onclick="{!c.handleStatusWorking}"/>
        <lightning:button label="Update Status to Escalated" onclick="{!c.handleStatusEscalated}"/>          
    </div>
</aura:component>

Lightning Component JS Controller: 

({
    handleStatusWorking : function(component, event, helper) {
        var actionAPI = component.find("qaAPI");
        //Assign Quick Action field values
        var fields = {Status: {value: "Working"}};
        //Quick Action with target field values
        var args = {actionName: "Case.Update_Case_Status", entityName: "Case", targetFields: fields};
        actionAPI.setActionFieldValues(args).then(function(){
            actionAPI.invokeAction(args);
        }).catch(function(e){
            console.error(e.errors);
        });
    },
    
    handleStatusEscalated : function(component, event, helper) {
        var actionAPI = component.find("qaAPI");
        //Assign Quick Action field values
        var fields = {Status: {value: "Escalated"}};
        //Quick Action with target field values
        var args = {actionName: "Case.Update_Case_Status", entityName: "Case", targetFields: fields};
        actionAPI.setActionFieldValues(args).then(function(){
            actionAPI.invokeAction(args);
        }).catch(function(e){
            console.error(e.errors);
        });
    }
})

SOQL Converting Time Zones in Date Functions

Biswajeet   August 23, 2018   No Comments on SOQL Converting Time Zones in Date Functions

SOQL queries returns dateTime field values as Coordinated Universal Time (UTC) values. You can use convertTimezone() in a date function to convert dateTime fields to the user’s time zone.

Example 1:

SELECT DAY_ONLY(convertTimezone(CreatedDate)), SUM(Amount) FROM Opportunity GROUP BY DAY_ONLY(convertTimezone(CreatedDate))

Example 2:

SELECT Id, WhatId, Subject, CreatedDate From Task Where DAY_ONLY(convertTimezone(CreatedDate)) = TODAY

Note: You cannot use convertTimezone() without date function. The following query doesn’t work because there is no date function.

SELECT convertTimezone(CreatedDate) FROM Account

Salesforce Mass Quick Actions in Lightning Experience

Biswajeet   August 21, 2018   No Comments on Salesforce Mass Quick Actions in Lightning Experience

In Spring’18 release, Salesforce introduced Mass Quick Actions in Lightning Experience on ListView. Using Mass quick action users can do mass action on the selected records (Up to 100 records) in a list view, except for recently viewed lists. We can use mass quick action with cases, leads, accounts, campaigns, contacts, opportunities, work orders, and custom objects in Lightning Experience.

Here is an example of Mass Quick Action. In below example I’ve craeted a Mass Quick Action on Account object to update mass records Account Type field from List View.

1. Create New Quick Action Button

Setup | Object Manager Tab | Navigate to Account object | Click Buttons, Links and Actions menu | Click New Action button

Create New Quick Action with following values:

2. Add Quick Action Button to Layout

Go to Account Object | Click Search Layouts menu | Select Edit under ListView

Got to “List View Actions in Lightning Experience” section, and add “Update Customer Type” Quick Action and save it.

3. Open Account Tab

Click the Account tab | Select a view except Recently Viewed | You can see “Update Customer Type” button.

4. Select Account Rcords to Update

Select multiple Account records, up to 100 records from the list view. Click “Update Customer Type” button, and select a Type from picklist values, and click Save button, and then OK button to confirm.

Now, all selected account records Type field will be updated with new value.

Get Picklist Values Dynamically In Lightning Radio Group Component

Biswajeet   August 18, 2018   9 Comments on Get Picklist Values Dynamically In Lightning Radio Group Component

In below example I’m loading Account object Industry picklist field values in Lightning Radio Group.

Apex Controller:

public class SampleController {
    
    @AuraEnabled //Save Account Data
    Public static void createAccount(Account objacc){
        try{
            //Insert Account Record
            insert objacc; 
            
        }catch(Exception e){
            //throw exception message
            throw new AuraHandledException(e.getMessage());
        }
        finally {
        }
    }
    
    @AuraEnabled //get Account Industry Picklist Values
    public static Map<String, String> getIndustry(){
        Map<String, String> options = new Map<String, String>();
        //get Account Industry Field Describe
        Schema.DescribeFieldResult fieldResult = Account.Industry.getDescribe();
        //get Account Industry Picklist Values
        List<Schema.PicklistEntry> pList = fieldResult.getPicklistValues();
        for (Schema.PicklistEntry p: pList) {
            //Put Picklist Value & Label in Map
            options.put(p.getValue(), p.getLabel());
        }
        return options;
    }
}

Lightning Component:

<!--Sample.cmp-->
<aura:component controller="SampleController" implements="flexipage:availableForAllPageTypes,force:appHostable">
    
    <!--Declare Attributes-->
    <aura:attribute name="industryMap" type="Map"/>
    <aura:attribute name="acc" type="Account" default="{'sobjectType':'Account', 
                                                       'Name': '',
                                                       'AccountNumber': '',
                                                       'Email': '',
                                                       'Phone': '', 
                                                       'Industry': ''}"/>
    
    <!--Declare Handler-->
    <aura:handler name="init" value="{!this}" action="{!c.doInit}"/>  
    
    <!--Component Start-->
    <div class="slds-m-around--xx-large">
        <div class="container-fluid">
            <div class="form-group">
                <lightning:input name="accName" type="text" required="true" maxlength="50" label="Account Name" value="{!v.acc.Name}" />
            </div>
            <div class="form-group">
                <lightning:input name="accNumber" type="text" required="true" maxlength="10" label="Account Number" value="{!v.acc.AccountNumber}" />
            </div>
            <div class="form-group">
                <lightning:input name="accEmail" type="email" required="true" maxlength="100" label="Email" value="{!v.acc.Email}" />
            </div>
            <div class="form-group">
                <lightning:input name="accPhone" type="phone" required="true" maxlength="10" label="Phone" value="{!v.acc.Phone}" />
            </div>
            <div class="form-group">
                <!--Lightning radio group component-->
                <lightning:radioGroup name="radioGroup"
                                      label="Industry"
                                      required="true"
                                      options="{!v.industryMap}"
                                      value="{!v.acc.Industry}"
                                      type="radio"/>
            </div>
        </div>
        <br/>
        <lightning:button variant="brand" label="Submit" onclick="{!c.handleAccountSave}" />              
    </div>
    <!--Component End-->
</aura:component>

Lightning Component Controller:

({
    //Load Account Industry Picklist
    doInit: function(component, event, helper) {        
        helper.getIndustryPicklist(component, event);
    },
    
    //handle Account Save
    handleAccountSave : function(component, event, helper) {
        helper.saveAccount(component, event);
    },
    
    //handle Industry Picklist Selection
    handleCompanyOnChange : function(component, event, helper) {
        var indutry = component.get("v.acc.Industry");
        alert(indutry);
    }
})

Lightning Component Helper:

({
    //get Industry Picklist Value
    getIndustryPicklist: function(component, event) {
        var action = component.get("c.getIndustry");
        action.setCallback(this, function(response) {
            var state = response.getState();
            if (state === "SUCCESS") {
                var result = response.getReturnValue();
                var industryMap = [];
                for(var key in result){
                    industryMap.push({label: result[key], value: key});
                }
                component.set("v.industryMap", industryMap);
            }
        });
        $A.enqueueAction(action);
    },
    
    //handle Account Save
    saveAccount : function(component, event) {
        var acc = component.get("v.acc");
        var action = component.get("c.createAccount");
        action.setParams({
            objacc : acc
        });
        action.setCallback(this,function(response){
            var state = response.getState();
            if(state === "SUCCESS"){
                alert('Record is Created Successfully');
            } else if(state === "ERROR"){
                var errors = action.getError();
                if (errors) {
                    if (errors[0] && errors[0].message) {
                        alert(errors[0].message);
                    }
                }
            }else if (status === "INCOMPLETE") {
                alert('No response from server or client is offline.');
            }
        });       
        $A.enqueueAction(action);
    }
})

Output:

Get Current User Name In Lightning Component

Biswajeet   August 14, 2018   No Comments on Get Current User Name In Lightning Component

Apex Controller:

public class SampleController {
    
    @AuraEnabled
    public static String getUserName() {
        return userinfo.getName();
    }
}

Lightning Component:

<aura:component implements="force:appHostable,flexipage:availableForAllPageTypes" controller="SampleController" access="global" >
    <!--Declare Attributes-->
    <aura:attribute name="currentUserName" type="String"/>
    
    <!--Declare Handler-->
    <aura:handler name="init" value="{!this}" action="{!c.doInit}"/>  
    
    <!--Component Start-->
    <div class="slds-m-around--xx-large">
        <div class="slds-text-heading_large">{!v.currentUserName}</div>
    </div>
    <!--Component End-->
</aura:component>

Lightning JS Controller:

({
    doInit : function(component, event, helper) {
        var action = component.get("c.getUserName");
        action.setCallback(this, function(response){
            var state = response.getState();
            if (state === "SUCCESS") {
                var result = response.getReturnValue();
                component.set("v.currentUserName", result);
            }
        });
        $A.enqueueAction(action);
    }
})