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How to create a Visualforce Page to Generate PDF Invoices and Attach to Related Records

July 9, 2024By 0 Comments

VF Page Code: Visualforce Page (TaxInvoicePage): This Visualforce page is designed to display invoice details and provide functionality to attach the invoice as a PDF to the related record’s Files section. Standard Controller (Invoice__c): The page is associated with the standard controller for the Invoice__c object, allowing it to...

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How To Delete the Record using lightning flow:

July 8, 2024By 0 Comments

1. Login into the salesforce system. Click setup option   2. You will be redirected to the setup page. Search Flow in the find box.   3. Choose the Flow option and now you will be redirected to the flow.   4. Click the new flow button which is...

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How to Change the Record Type based on a Field Value?

May 23, 2024By 0 Comments

Lets directly dive into the problem. This article is purely about changing the record type in a Salesforce Object based on a field value. We are going to take the example of Case Object and a Picklist field. By the end of this article, if you have further questions, feel...

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Steps to integrate Postman with Salesforce:

May 21, 2024By 0 Comments

Integrating Postman with Salesforce is a 2-step process: Create a connected app in Salesforce. This will generate a client ID and client secret that you will need to authenticate Postman to Salesforce. To create a connected app, go to Setup > App Manager > Create a new Connected App....