Wednesday 7 September 2016

Community Trouble Shoot - Add Manage Link to Community

Add yourself as a member of a Community if the Manage Link is missing


Create the CSV file for insert

 
1. Get your ParentID (Profile) and NetworkID (Community).
    - Profile ID can be copied from the URL of the Profile detail page.
ParentID image
   - NetworkID can be gathered by right clicking on the URL for the Community in the All Communities page in setup. Select Inspect Element and it should give you a console view below the page with the NetworkID highlighted.
NetworkID image

2. Create a .csv using a program such as Microsoft Excel and include the following Columns:
  • NETWORKID
  • PARENTID
3. Input the ID's into the appropriate fields.
4. Save the file.
 

Insert using Data Loader

 
1.  Download and install the Data Loader tool.
2.  Open Data Loader and click Insert.
     - The login screen should load.
3.  Login using your Salesforce username and password.
4.  Click Next.
      - You should now be at the "Select Salesforce object" page.
5.  Click the checkbox next to "Show all Salesforce objects."
6.  Select Network Member Group from the picklist.
7.  On the same page, click Browse.
8.  Add CSV file you just saved.
9.  Click Next.
      - You'll see a "Data Selection" window showing how many records will be updated.
10. Click OK.
      - You 'll be on the Mapping portion of the process.
11. Click Create or Edit a Map.
12. Click Auto-Match Fields to Columns.
13. Click OK.
14. Click Next.
15. The Final step is to specify where to save the "Success and Error" files when the process completes, click Browse.
16. Click Finish.

Now check the "All Communities" page in setup to confirm that you now see the "Manage" link on the row of the affected Community.

Thursday 1 September 2016

Page Auto Refresh or Notification using Streaming API Salesforce

This is where Streaming API comes to the rescue. Streaming API works on push technology.  Push Technology is commonly defined as “Push, or server push, describes a style of Internet-based communication where the request for a given transaction is initiated by the publisher or central server. It is contrasted with pull/get, where the request for the transmission of information is initiated by the receiver or client.” So instead of using action poller, which works on pre-set time interval, we rely on Salesforce API which will notify when there is an event.
We have taken an example from Salesforce Streaming API guide and tailored it to suit this requirement.
Step 1: Create Topic
First of all we will have to create a topic or event, creation, update, delete, or undelete of a record, for which we need notification.
1. Select Your Name >Developer Console.
2. Click Debug >Open Execute Anonymous Window.
3. In the Enter Apex Code window, paste in the following Apex code, and click Execute.
PushTopic pushTopic = new PushTopic();
pushTopic.Name = ‘RefreshAccounts’;
pushtopic.Query = ‘SELECT Id, Name FROM Account’;
pushTopic.ApiVersion = 33.0;
pushTopic.NotifyForOperationCreate = true;
pushTopic.NotifyForFields = ‘Referenced’;
insert pushTopic;
Please refer to Event Notification Rules to know more.
Step 2 Subscribe to the Topic
1. In your browser, navigate to https://developer.salesforce.com/page/Workbench
2. For Environment, select Production.
3. For API Version, select 33.0.
4. Accept the terms of service and click Login with Salesforce.
5. Once you successfully establish a connection to your database, you land on the Select page.
6. Click queries >Streaming Push Topics.
7. In the Push Topic field, select RefreshAccounts.
8. Click Subscribe.
You’ll see the connection and response information and a response like “Subscribed to /topic/RefreshAccounts”
Step 3 Create Static Resources
1. Download the CometD compressed archive (.tgz) file from http://download.cometd.org/cometd-2.2.0-distribution.tar.gz.
2. Extract the following JavaScript files from cometd-2.2.0-distribution.tar.gz:
  • cometd-2.2.0/cometd-javascript/common/target/cometd-javascript-common-2.2.0.war
  • cometd-2.2.0/cometd-javascript/jquery/src/main/webapp/jquery/jquery-1.5.1.js
  • cometd-2.2.0/cometd-javascript/jquery/src/main/webapp/jquery/json2.js
  • cometd-2.2.0/cometd-javascript/jquery/src/main/webapp/jquery/jquery.cometd.js
To extract the .tgz file in the Windows environment, you’ll need a utility such as PowerArchiver7–zip, or Winzip.
3. Extract cometd.js from cometd-javascript-common-2.2.0.war by using the following shell commands:
cd cometd-2.2.0/cometd-javascript/common/target
jar xvf cometd-javascript-common-2.2.0.war org/cometd.js
4. From Setup, click Develop >Static Resources to add the extracted files with the following names:
File Name                     Static Resource Name
cometd.js                     cometd
jquery-1.5.1.js              jquery
json2.js                         json2
jquery.cometd.js        jquery_cometd
Step 4 Controller
public class StreamingAPIController
{
public StreamingAPIController()
{
}
/* Every time page is rendered, we can fetch the data on whichever criteria we want and return it back to the page. Here we are returning list of all the accounts. */
public List<Account> getRefreshedAccount
{
get  {
return [select Id, Name from Account LIMIT 50000] ;
}
set;
}
}
Step 5 Creating a visual force page
<apex:page id=”page” controller=”StreamingAPIController”>
<apex:form id=”form”>
<apex:includeScript value=”{!$Resource.cometd}”/>
<apex:includeScript value=”{!$Resource.jquery}”/>
<apex:includeScript value=”{!$Resource.json2}”/>
<apex:includeScript value=”{!$Resource.jquery_cometd}”/>
<apex:actionFunction name=”GetRefreshedAccounts” reRender=”page,pageBlockTable”/>

<script type=”text/javascript”>
(function($) {
$(document).ready(function() {

// Connect to the CometD endpoint
$.cometd.init({
url: window.location.protocol+’//’+window.location.hostname+’/cometd/24.0/’,
requestHeaders: { Authorization: ‘OAuth {!$Api.Session_ID}’}
});

// Subscribe to a topic. JSON-encoded update will be returned in the callback
// In this example we are using this only to track the generated event
$.cometd.subscribe(‘/topic/RefreshAccounts’, function(message) {
//You can use message as it will return you many attributes
//We are calling the Action Function here.
GetRefreshedAccounts();
});
});
})(jQuery)
</script>

<apex:pageBlock id=”pageBlock”>
<apex:variable var=”count” value=”{!0}” />
<apex:pageBlockTable id=”pageBlockTable” value=”{!getRefreshedAccount}” var=”account”>

<apex:column headerValue=”S.No.”>
<apex:variable var=”count” value=”{!count+1}” />
{!count}
</apex:column>
<apex:column value=”{!account.Name}” headerValue=”Name”/>

</apex:pageBlockTable>
</apex:pageBlock>

</apex:form>
</apex:page>
This is a simple visual force page which will show a list of all the accounts. This page will refresh whenever a new account is created and show it in the list.
We can design a visual force page and have the controller return the data based on our requirement.  We just have to create a topic and subscribe to it. Salesforce Streaming API will take care of the notification.