Jira Attachments: Getting an attachment from a Jira

by Patrick Connelly posted on June 02, 2017

I previously did a post on writing Jira Attachments from Salesforce, and the question has come up of how to write Jira Attachments into Salesforce. This is actually WAAAAY easier than it was to write attachments out. The way that the data is structured from the Jira, we can get a list of all the attachments and the link to it’s content directly from the Jira GET request. This makes for way fewer calls to get the actual content of the attachment.


Milestone Trigger Time Calculator

by Patrick Connelly posted on April 26, 2017

I recently stumbled upon a “new” feature in Salesforce that allows you to use an Apex class to calculate your milestone trigger time for entitlement processes. Given a new feature that I’m working on for our entitlement process, I thought to myself that this could be a good chance to play with it and see what I could do. If you’re not familiar with the entitlement process in Salesforce, take a chance to look over (or run through) my hands-on training for entitlements so that you’re familiar with the terminology and the concepts since I’ll be jumping right in.


VPN Setup and Auto Connect from Command-line

by Patrick Connelly posted on April 24, 2017

New servers mean new things to play with and new setups that have to be done. I set up a new VM that I wanted to always be connected to a VPN and for that VPN to come up whenever the system is started. The biggest “problem” here is that this VM is running in runlevel 3 so no GUI is available. So let’s jump into setting up an OpenVPN client using network manger’s command line interface

While these instructions are written for Fedora 25, they should work on any system using NetworkManager. You will have to figure out what packages you need and how to install them if you are not using an RPM (and probably Red Hat based) system.

Javascript and Visualforce: Tips and Tricks

by Patrick Connelly posted on January 09, 2017

In the web 7.0 or whatever version of the web we’re in, Javascript is king. Now, there’s lots of stuff you can do directly with Visualforce (like dynamic picklists) but sometimes for the best user experience you’ll want to use Javascript to make it even better. There are lots of Javascript tutorials out there and there are lots of Visualforce tutorials out there (don’t forget Trailhead) so I’m going to talk about some tricks that people should know when working with Javascript on Visualforce


Managing reports and dashboards programatically

by Patrick Connelly posted on December 08, 2016

One of the challenges you get when you have a special snowflake org is lots of people want to write lots of reports and lots of dashboards for each of their special use cases. Now, lots of times reports aren’t the right way to go with this so you have to educate your users on the right way to do this and their old reports get abandoned. Or a user will create a one off report and never look at it again. As it stands right now, we have several thousand reports that haven’t been looked at in more than 90 days.


List of objects for POST in Apex REST

by Patrick Connelly posted on November 29, 2016

A while ago, someone posted on the developer boards a question about how to bulk create tasks for contacts via REST. I thought it was an interesting enough problem to cover how to do it and how to format the data correctly to use it.

Prerequisite

Before we can bulk create tasks for a contact, we need to know how to identify those contacts. To do this, I create an unique external Id field called External_Id__c. As long as your contacts are uniquely identifiable then it doesn’t matter what field you use. For this example I have two contacts under different accounts “Andy Young” with an external Id of “ayoung” and “Edna Frank” with an external Id of “efrank”


Standard picklist changes Winter '17

by Patrick Connelly posted on November 24, 2016

I wrote a couple of weeks ago I wrote about the GlobalPicklist changes in Winter ‘17. This past week I learned that there was another change in the release notes that I overlooked.

After updating the Case object to API 38.0 I didn’t notice that the Case.Type field had changed. In API 37.0 this is what the Case Type field looks like

<fields>
    <fullName>Type</fullName>
    <inlineHelpText>The case type</inlineHelpText>
    <picklist>
        <picklistValues>
            <fullName>Value 1</fullName>
            <default>false</default>
        </picklistValues>
        <picklistValues>
            <fullName>Value 2</fullName>
            <default>false</default>
        </picklistValues>
        <sorted>false</sorted>
    </picklist>
    <trackFeedHistory>false</trackFeedHistory>
    <trackHistory>false</trackHistory>
    <trackTrending>false</trackTrending>
    <type>Picklist</type>
</fields>

And this is what it looks like in API 38.0

<fields>
    <fullName>Type</fullName>
    <inlineHelpText>The case type</inlineHelpText>
    <trackFeedHistory>false</trackFeedHistory>
    <trackHistory>false</trackHistory>
    <trackTrending>false</trackTrending>
    <type>Picklist</type>
</fields>

In the turmoil of all the other changes to the object file, I completely missed the change. And when the deployment failed I was at a loss to figure out why. The failure wasn’t about the picklist in particular, it was about the picklist value in a record type.


Table Header in PDFs with Visualforce

by Patrick Connelly posted on November 15, 2016

One of the problems I had with the way that we generated the PDFs in previous Battle Station Invoice posts was that the table header wasn’t repeated for long lists of supplies or resources that continued on the next page. There’s a simple way to add the table header for PDFs generated in Salesforce using the flying saucer mark-up but that won’t generate the table header correctly for us. It seems that the -fs-table-paginate tag does not play well when combined with a Visualforce component so we’ll need to take a bit more of a native CSS approach.

If you are doing this with plain Visualforce and apex:pageBlockTable, the -fs-table-paginate is the way to go.

GlobalPicklist changes in Winter '17

by Patrick Connelly posted on November 11, 2016

Like many companies, we have a deployment process in place to handle changes in seasonal releases in Salesforce so that when a sandbox is ahead of production, we can still deploy to both without having to wait for production to be updated. Then, after both the release hits production, we go through a manual process of updating the API (primarily the ant-salesforce.jar) and the metadata to the most recent API version. Typically this just involves updating the jar and updating the API version in the request, pulling down the updated metadata and writing it to SCM. However, with the Winter ‘17 release we saw a problem trying to deploy our GlobalPicklist files after updating the API.


Japanese Users and Reports

by Patrick Connelly posted on November 04, 2016

There are lots of times where working with Salesforce would be so much easier if it weren’t for the users. But, they’re the reason I still have a job, so you’ve got to put up with them. One of the problems with users is they tend to like to live all over the world and they all have their own ways of working and cultural eccentricities. One of the ones that has caused us grief in the past (both in Apex and in reports) is the fact that Japanese users in Salesforce default to “Lastname Firstname” when using the Name field on Users. Now, this in and of itself is not really a problem because lots of reports are written for a single user or for a relatively small group of users (such as others in the same geographical location). Where this becomes a problem is when locales get mixed with reports and all hell breaks loose.