Tag Archives: Lightning Experience

Are your documents ready for the Lightning Experience?

Documentation is the lifeblood of almost every business which is why we are going to share our Salesforce Lightning Readiness Check to ensure you don’t lose those critical documents in the transition to lightning.

If you haven’t already check out our previous blog to ensure you are lightning ready.

Currently, Salesforce has no plans to further develop the Document Feature for the Lightning Experience. To work around this, we suggest migrating your documents to Salesforce Files.

Salesforce has mentioned that even though the Documents tab is not available in the Lightning Experience, the existing Document files are still available. In order for this to work, however,  you will need to ensure that your documents (such as email templates) are available under Files.

If migration is needed, there are a few options available depending on the use case you have.

If you have a very small set of Documents, you can manually download them and re-upload them back into Salesforce Files.

With larger quantities of files, Salesforce suggests to do the following:

  • Export documents in the weekly export. Then upload the documents to Salesforce Files.
  • Utilise a Third Party data export tool from the AppExchange, e.g. FileExporter by Salesforce Labs.
  • Use an API-based tool (The Chatter REST API supports uploading asset files).

For more details, please see this article from Salesforce here.

Tip of the Week – the Salesforce ID in Lightning or Classic view

Here’s our tip of the week for recognising the Salesforce ID in both Lightning Experience and Classic views.

You probably already know you can determine the ID of a record based on the URL when in Classic (a very cool trick when you want to navigate quickly). This is what a typical URL looks like in classic view (the bolded part is the ID):

https://ap1.salesforce.com/00190000014XXXX

For those who have just switched to Lightning view (Winter18) here’s how you can use the same technique in Lightning.  You may have noticed that the URL looks a bit different in our new Lightning view (vs Classic) –  if you look at the example below you can see the ID is still embedded between the final two “/”:

https://ap1.lightning.force.com/one/one.app#/sObject/
00190000014ZkRXXXX/view

RIO Inventory Sage Now Available

RIO Inventory Sage Live is an inventory solution that can be used for multiple warehouses.

Key features for Sage Live include:

  • 100% native Salesforce app.
  • Uses standard products.
  • Inventory is recorded against warehouse locations.
  • Inventory can be recorded in Batches.
  • Inventory on hand and available visible at the product level.
  • Products, Accounts or Transactions can have default warehouse location set.
  • Low inventory threshold can be set per product. Reports show when products have low inventory.

RIO has been published to the Sage Marketplace and can be viewed here.

RIO Inventory 3.8 Release

Capture

We have just released RIO Inventory 3.8 to the Appexchange. This update has new features that include:

  • Barcode scanning – enabled for Product SKU
  • New offline scan mode to provide efficient scanning of SKU’s without internet connectivity
  • Add, remove or transfer multiple serials of a product
  • Improved performance for Inventory Adjustments

RIO Inventory adjustment

Check out this Page for more details on the new RIO Inventory updates or you can watch our youtube video tutorial here. Install RIO Inventory and enjoy our new release.

Have some new feature ideas that you think will benefit RIO Inventory? Please tell us your suggestions at support@wdcigroup.net 

Visualforce: Button Action With Javascript Not Compatible in Lightning

Recently, we were working on a project to convert the existing visualforce page to support the Lightning experience. An issue that I encountered was the command button with javascript action was no longer working in the Lightning experience mode. This was due to the change mentioned in this post. Below is an example:

<apex:form>
    ...
    <apex:actionFunction action="{!doPassParam}" name="passparam" rerender="mypanel" status="status">
        <apex:param name="selectedRecordId" value="" assignTo="{!selectedRecordId}"/>
    </apex:actionFunction>
    ...
    ...
    ...
    <apex:commandButton value="Submit" action="javascript:passparam('{!recordId}')" rerender="mypanel" style="margin-left: 5px" styleClass="slds-button slds-button--neutral slds-not-selected"/>
</apex:form>

The code above shows that we would like to pass a parameter to the controller via actionFunction when the user clicks the button. This will allow it to work in classic mode. However, it will throw an error saying “The page is not supported in Lightning experience” when we try to repeat in the Lightning experience mode.

To get around this issue, use javascript to set the value to a hidden input field. The hidden input field will act as a place holder to submit the value to the controller.

<apex:form>
    <script type="text/javascript">
        function setField(fieldId, fieldValue){
            document.getElementById(fieldId).value = fieldValue;
        }
    </script>
    ...
    ...
    <apex:commandButton value="Next Level" action="{!doPassParam}" onclick="setField('{!$Component.hiddenvaluefield}', '{!recordId}')" rerender="mypanel" style="margin-left: 5px" styleClass="slds-button slds-button--neutral slds-not-selected" status="reloadStatus"/>
    <apex:inputHidden value="{!selectedRecordId}" id="hiddenvaluefield" />
</apex:form>

Note that now the command button will invoke the onclick function first before invoking the doMyAction action.

Salesforce Lightning Experience: Creating Recurring Tasks

If you are wondering how you can create recurring tasks in Salesforce Lightning, here is how:

Before you can create recurring tasks, you or your Salesforce admin may need to check if the feature is enabled:

Enable Delete & View Series

  1. In Lightning, go to Setup > Edit Object and Fields > Object Manager > Task
  2. Under Page Layout section > Click into Task Layout
  3. Make sure that ‘Delete Series’ & ‘View Series’ is displaying under ‘Salesforce 1 and Lightning Experience Actions’

View & Delete series

Display Recurring Fields

  1. In Task Page Layout, make sure to display the following fields: Create Recurring Series of Tasks, Recurrence Interval and Repeat This Task.
    Recurrign fields

Once above is enabled, you will be able to create recurring tasks.

What is View & Delete Series?

View Series is the detail page of the task.
Delete Series allows you to delete the task and all the following recurring tasks.

Delete SeriesNote: In order to use Delete Series, you will need to first go to ‘View Series’. 

New RIO Inventory 3.7

Introducing the New RIO Inventory 3.7 release to the Appexchange. This update has new features that include:

  • SKU can now be used as the Product Unique Identifier
  • Changing the RIO Inventory Configuration’s Product Unique Identifier field now also runs a batch update of all Product’s Inventory Product Code+
  • The Opportunity Assignment Overview page recognises if there are Opportunity Products with 0 assignments
  • Inventory Adjustment page has improved compatibility with older Apple devices
  • Custom Lightning lookup fields now handle special characters correctly
  • Application in the App List has been renamed from “RIO Readymade Inventory+” to “RIO Inventory”
  • The included “RIO Inventory Permission” permission set has been updated

Check out this Page for more details on RIO Inventory and the documentation site. Install the app if you are new to RIO Inventory and enjoy our new release.

Have some new feature ideas that you think will benefit RIO Inventory? Please tell us your suggestions at support@wdcigroup.net

New RIO Inventory 3.5

We are pleased to announce our newest release of RIO Inventory version 3.5 to the Appexchange. Our new features include:

  • Lightning Styled Pages (Compatible with Lightning Experience and Salesforce1).
  • The Opportunity Tracking Number field now fits 18 characters
  • Assignment Page Lines are now sorted by Batch and Serial Numbers.

Check out this Page  for more details on RIO Inventory and our new documentation site. If you are new to RIO Inventory you can always install the app  and experience the new lightning styled pages.

Want new features that you think will benefit RIO Inventory? Please tell us your suggestions at support@wdcigroup.net.