Patrick Butler - Just Another Salesforce Blog

Create Einstein Bots with AI and External Data!!

In this post – I will show how I have set up an Einstein Bot using both AI and Apex together with minimal apex coding! In my Bot – I use Einstein Intent Detection to determine what the customer is asking about, I then use Einstein variables and regex to determine an entity from a [...]

Salesforce and Circle CI 2.0 without Salesforce DX

If you are a Circle CI user, you will have noticed the messages in your dashboard that from the End of August you need to migrate to version 2.0 This involves changing your Circle CI script but all of the documentation is for using it with Salesforce DX. To continue using it without Salesforce DX, [...]

Apex Queuable – Check if job has already been queued

Released as part of Winter ’15. Queueable Apex allows you to submit jobs for asynchronous processing similar to future methods with the following additional benefits: Non-primitive types: Your Queueable class can contain member variables of non-primitive data types, such as sObjects or custom Apex types. Those objects can be accessed when the job executes. Monitoring: [...]

Trialforce – Create a custom signup using Force.com Sites

There does not seem to much documentation online about this so I thought I would post how you can allow either potential customers or internal employees can create a trial/demo org via a web signup page. This page is hosted on Salesforce using Force.com sites. When you create the Visualforce page and controller below – [...]

Salesforce Console Integration Toolkit – Give App Level Components Context

In this point, I will show how you can create an app level component for the service cloud console that know the context of the current case tab that is open. By default, the app level components load separately and because they exist for all the case that are open – they cant interact with [...]

Salesforce – Cross Object Duplicate Matching

Recently I had a requirement where we need to make sure that there could be only one type of a particular related record for an Account. The user simply creates one of these records using a Salesforce quick action so the solution need to work in this scenario. I thought of the usual ways to [...]

Lightning Component – Add a Spinner while loading

One of the coolest things about building Lightning components is that they are single page apps so they user can receive feedback without leaving the page. Recently, I built a component that displayed a table of data from a search but I wanted the user to know that the data was refreshing if they did [...]

Salesforce – Web to Lead – Set Currency

This will probably be my shortest blog post ever but I came across a simple web to lead issue today. I wanted to default a currency in to a hidden field as the org that I was working in had multi-currency enabled. Not doing this would have meant that users would have resulted in bad [...]

Build a quick create lightning component

Having previously looked at displaying a list of contacts beside the account details, I am now going to build a quick create component to also add to the page. While this could be done with a quick action without any code, the idea here is to build a structure that could be extended to add [...]