How to enable quotes in Salesforce?

  1. From Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).
  2. Select the option for enabling quotes.
  3. To display the Quotes related list on the standard Object page layout, select Object Layout.

Governor limits in Salesforce

Governor limits are runtime limits enforced by the Apex runtime engine. Since Apex runs in a shared, multitenant environment, the Apex runtime engine strictly enforces a number of limits to ensure that code does not monopolize shared resources.

Types of limits that Apex enforces are resources like

1. Memory

2. Database resources

3. The number of script statements to avoid infinite loops

4. The number of records being processed.

If code exceeds a limit, the associated governor issues a runtime exception. Because Apex runs in a multitenant environment, the Apex runtime engine strictly enforces a number of limits to ensure that runaway Apex doesn’t monopolize shared resources.

If some Apex code ever exceeds a limit, the associated governor issues a runtime exception that cannot be handled.

The Apex limits, or governors, track and enforce the statistics outlined in the following tables and sections.

1. Per-Transaction Apex Limits

2. Per-Transaction Certified Managed Package Limits

3. Force.com Platform Apex Limits

4. Static Apex Limits

5. Size-Specific Apex Limits

6. Miscellaneous Apex Limits

The good:

Governor limits prevent other organisation from writing bad code and taking up all the cloud CPU.
Coding limits, in general, are completely unique to Apex – consider it job security!
You have a friend that will teach you how to dominate these limits!

The bad:

These are hard limits on your org preventing you, for example, from doing too many SOQL queries in a trigger (max: 100 queries).
Upgrading your edition or paying Salesforce more money will not increase your limits! The only workaround is to understand how to navigate around them.

Please check below links. I hope that will help you

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_gov_limits.htm

 

Order of execution in salesforce

 

Order of execution in salesforce is like an ABC in Salesforce World!

1. System Validation rule (required field, field format).
2. Before Triggers are executed .
3. Custom Validation rules are checked.
4. After Triggers are executed.
5. Assignment Rules are executed .
6. Auto-Response Rules are executed.
7. Workflow Rules are executed.
8. Before and after triggers are executed one more time if the workflow rule updates a field.
9. Escalation Rules are executed.
10. Parent Rollup Summary Formula or Cross Object Formula fields are updated in the respective objects.
11. Criteria Based Sharing rules are evaluated.
12. Any Post-Commit Logic is executed.

 

Reference: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_order_of_execution.html

 

6 daily to-do’s to boost your Career in Salesforce.

Hello Ohana,

Still confused what’s #Ohana?

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There are few things every Salesforce Developer/Consultant/Admin should do to boost his/her career and learn everyday. I know its hard to get time from daily schedule.It’s important to take out time for family and our #ohana together.

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Salesforce Ideas/IdeaSpokes 

Salesforce Ideas is a place where awesome trailblazers post their ideas to make our platform one of the best in the world.

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If you agree with or like an idea, click promote to add 10 points to the idea. You cannot promote the same idea more than once and you cannot promote an idea that you have already demoted. Salesforce automatically adds your promote vote to any idea you post.

Spend 5 mins and support ideas every day.

https://success.salesforce.com/ideaSearch

Else you can lead yourself to the IdeaSpokes leaderboard. Its a platform created for the #TrailblazerCommunity by Joshua.

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IdeaSpokes Community 2017 Recap

If you still haven’t signed up, Go ahead: https://www.ideaspokes.com/home

Trailhead

Trailhead is one of the best learning portals for Salesforce technology available.

A fun way to learn Salesforce with the help of modules, projects and trails.

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Why not let’s grab a badge every day.It would help you to learn at the best.

trailhead.salesforce.com/

Answer single question on Success/Stack and Developer Community:

There are the various platforms and we get more than 1000+ questions everyday.

Why not pick single question everyday from each portal.

You would help another person and learn yourself too.If you don’t know the answer, you would google and try to get an answer. #LearningNeverstops

https://developer.salesforce.com/forums#!/feedtype=RECENT&criteria=ALLQUESTIONS&

https://salesforce.stackexchange.com/

https://success.salesforce.com/answers

Collaborations on #TrailblazerCommunity:

I am not sure if people use Collaborations on Trailblazer community, You can get all latest releases information in there. There are amazing groups of amazing people on every amazing feature Salesforce has.

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You can Collaborate and maybe explore upcoming new events/webinars etc.

https://success.salesforce.com/_ui/core/chatter/ui/ChatterPage

Read Every Blog page:

We have an amazing people out there with great content on their blogs.There are chances when you actually don’t need to google the problem because you read it somewhere shared by someone on his/her blog page.

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A single blog everyday would take hardly 10 mins but would save your time and would help you gain knowledge at its best.

https://salesforceblogs.com/salesforceblogs

#Salesforce Webinars/Podcast/Saturday/MVP Office Hours/Ohana Coffee/Ohana Chai:

Every Saturday has webinars such as Apex Hours, Virtual Salesforce Saturday and #SalesforceSaturday. People enjoy learning and spend time with #Salesforce.

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Whenever you travel, Why not listen to a Podcast as Campfire, Salesforce Admins Podcast, Wizard News etc.

You can join #Ohana Chai and Coffee for amazing chit-chat with people around the world.

#HappyWeekend.

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Reports in Salesforce

Salesforce reports  are probably the first things to come to mind when you think of Sales Operations and for good reason.

While a Customer Relationship Management tool (CRM) like Salesforce, from one perspective, may simply serve as sales’ home base for prospect and customer data entry, it’s that data that allows for better segmentation and targeting on the front end of the sales process. It’s also that data that provides an understanding of a company’s sales cycle, process effectiveness, and revenue on the back end

Tabular

    Tabular reports are the simplest and most expeditious way to optically canvass data. Kindred to a spreadsheet, they consist simply of an authoritatively mandated set of fields in columns, with each matching record listed in a row. Tabular reports are best for engendering lists of records or a list with a single grand total. They can’t be acclimated to engender groups of data or charts, and can’t be utilized in dashboards unless rows are constrained. Examples include contact mailing lists and activity reports.
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Salesforce Reporting and Dashboards Books by Johan Yhu – Best in town.

 

Summary
    Summary reports are kindred to tabular reports, but additionally sanction users to group rows of data, view subtotals, and engender charts. They can be utilized as the source report for dashboard components. Utilize this type for a report to show subtotals predicated on the value of a particular field or when you optate to engender a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.

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Some must-read blogs on Reports and Dashboards :
Matrix
     Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by-product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

 

Joined

Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.

Joined-Reports

 

 

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Limitation of Professional Edition in Salesforce

When client say’s he is using professional edition, Do you know Professional Edition

There are few features which are not available in the professional edition which needs to take care during Salesforce implementation:

No Account Assignment Rules
No Territory Management
No Sales Teams (aka Opportunity Teams)
Configuration / Security / Administration
No Joined Reports
No Bucket Fields
No Cross Filters (e.g. Accounts without Opportunities)
No Dynamic Dashboards
No Scheduled Dashboards (you can schedule a Report)
50 Custom Report Types vs. 200 in Enterprise Edition
See our post on Enterprise Analytics for more details on these features
Marketing

250 emails sent in a single mass email blast vs. 500 in Enterprise Edition
Sales (Sales Cloud)

Limit of 20 Custom Fields on Activities vs. 100 in Enterprise Edition
Limit of 10 Custom Tabs vs. 25 in Enterprise Edition
Limit of 50 Custom Objects vs. 200 in Enterprise Edition
No Workflow / Approvals / Visual Workflow
No Person Accounts
No Ability to mass Grant Login Access to a System Administrator
No Data Export (Weekly Export Service to backup your Salesforce org)
Support (Service Cloud)
Limit of 20 Validation Rules per Object vs. 100 in Enterprise Edition

Limit of 100 Custom Fields per Object vs. 500 in Enterprise Edition

No Service Cloud Console
No Salesforce Knowledge (Note: Knowledge is available at an additional cost in Enterprise Edition, and included in Unlimited Edition)
No Live Agent (Note: Live Agent is available at an additional cost in Enterprise Edition, and included in Unlimited Edition)
Extending Salesforce / Community / Portals

No Partner or Customer Portal
No Websites (aka Site.com / Force.com Sites)
To use Chatter Plus (Chatter Only) licenses in Professional Edition, you’ll need to contact Salesforce support and have Profiles enabled
No Salesforce Communities (released Summer ’13)
Custom Development and Sandboxes

No Change Sets (which are needed to deploy custom code)
No API (thus no ability to use the Data Loader or build custom integrations)
No Partial Copy Sandbox
Limit of 10 Developer Sandboxes* (*Change Sets disabled) vs. 25 in Enterprise Edtion
Lightning Professional Edition Limits

5 Process Builder processes
2 Permissions Sets
2 Custom Profiles
3 Record Types
2 Page Layouts
10 Developer Sandboxes

Try the world’s #1 CRM solution free for a full 30 days. Sales Cloud — Lightning Professional Edition
A detailed difference between the features available and variations of these features in each of the editions is available on

http://login.salesforce.com/help/doc/en/limits.html

You can understand the pricing on http://www.salesforce.com/in/crm/editions-pricing.jsp.

Check out our Salesforce Support Plans: http://yourvirtualexperts.com/

References:

https://www.salesforce.com/in/editions-pricing/service-cloud/
https://www.shellblack.com/administration/differences-between-professional-edition-and-enterprise-edition/