Gitlab Continuous Integration (CI) and Continuous Deployment (CD) with SFDX, Salesforce and SourceTree

Downloads Gitlab Continuous Integration (CI) and Continuous Deployment (CD) with SFDX, Salesforce and SourceTree Overview This post is about a CI/CD process to deploy from one Salesforce sandbox to another using Gitlab. I do the local merge process with SourceTree. Here we don't explain how to do the integration between Salesforce and Gitlab but it … Continue reading Gitlab Continuous Integration (CI) and Continuous Deployment (CD) with SFDX, Salesforce and SourceTree

Tableau and Salesforce Lightning Community integration with Single Sign-On

Overview This post is about how to integrate Tableau with a Salesforce Lightning Community using Single Sign on. Steps Step 1. Create a Salesforce Community Step 2. Create a domain Step 3. Create Admin User in Tableau Step 4. Download Tableau Identity Provider Step 5. Create a certificate in Salesforce Step 6. Create Identity Provider … Continue reading Tableau and Salesforce Lightning Community integration with Single Sign-On

REST API: Connect Postman with Salesforce

DownloadsPostman Overview This post is about how to create a REST API to connect Postman with Salesforce Steps Step 1. Create a Connected AppStep 2. Get Customer Key and Customer Secret Step 3. Relax IP and user restrictionsStep 4. Give the Salesforce app access to our profileStep 5. Connect Postman with Salesforce AppStep 6. Create … Continue reading REST API: Connect Postman with Salesforce

Create a Salesforce project with IntelliJ IDEA, Illuminated Cloud and GitHub

Overview This post is about how to create a Salesforce project with IntelliJ IDEA, Illuminated Cloud and GitHub. We will create a repository in GitHub, we will retrieve the metadata from Salesforce to our local machine with Illuminated Cloud and will push our changes to GitHub repository. All the steps we will do with Illuminated … Continue reading Create a Salesforce project with IntelliJ IDEA, Illuminated Cloud and GitHub

Component to insert multiple records

Downloads GitHub: Component to insert multiple records Overview This post is about how to create a component to insert multiple records Steps Step 1. Functional description Step 2. Technical description Step 1. Functional description This component can insert multiple account records in the same screen. The component includes one button. When you click on this button, … Continue reading Component to insert multiple records

Create a Remote Action in an Omniscript

Downloads GitHub: Create a Remote Action in an Omniscript Overview This post is about how to create a Remote Action in a Omniscript. We can create a difficult logic in Apex and call our method from a Remote Action in Vlocity. In this example, this omniscript is an account form which creates an account record … Continue reading Create a Remote Action in an Omniscript

Create and Manage Community Users

Overview When we create a community, we usually forget to test the functionality with right user so we log in to community as a system administrator because either we put off the problem or our lack of Salesforce community experience (that happened to me in the past). This post shows how to create these community … Continue reading Create and Manage Community Users

Generate a PDF with an Omniscript

Downloads GitHub: Generate a PDF with an Omniscript Overview This post is about how to generate a PDF with an Omniscript. This example gets opportunity name and displays it in a document which is stored in the opportunity record. Steps Step 1. Create Dataraptor to extract information Step 2. Create Dataraptor to transform extracted information into … Continue reading Generate a PDF with an Omniscript

Create linked records with a Dataraptor

Downloads GitHub: Create linked records with a Dataraptor json Steps Step 1. Create a Load Dataraptor Extra Step. Create a form Step 1. Create a Load Dataraptor In this example we will create an account record and a contact linked with this account. Open 'Vlocity DataRaptor Designer' tab and click on 'New' button. Fill the fields with the … Continue reading Create linked records with a Dataraptor