CV EXCEPTION FRAMEWORK-A FRAMEWORK DESIGNED BY CLOUDVANDANA

CV Exception Framework is a Salesforce Exception Handler Framework designed by CloudVandna Solutions. This exception handling framework will give a detailed description of the exception that occurred, including the Line Numbers, Exception Messages in an easy-to-read format. It will help Apex developers to log catch exceptions in a custom object. This app will help Apex developers to log catch exceptions in a custom object and not just in debug logs which are relevant only for 24 hours.

Once the app is installed, developers can use this framework in any apex class, be it a controller, batch class, scheduler class, or trigger handler, to capture detailed exception messages neatly logged into a custom object. This provides a very easy and proactive way of capturing exceptions in PRODUCTION. The development team can monitor exceptions and take action before the end-users report them.

 Visit the link to learn more about the app.

So let’s dive into CV Exception Framework Setup-

Steps to Install CV Exception Framework:-

  1. Please go to the above link to install the  CV Exception Framework app in Production OR Sandbox Salesforce Org.
  2. Select your environment sandbox or production and click on the installation link to install the app in the selected environment.

We recommend installing the app in the sandbox first and then install in production if everything looks fine.

  1. Once you are presented with the installation screen, you must select which of your users should be granted access to the CV Exception Framework app, including all its components.

Click the Checkbox as shown to Acknowledge your installation.

Once the installation is complete, click the Done button to return to your Salesforce org.  You may see a message stating that the installation takes a long time to complete. In this case, you will receive an email once the installation finishes.

Now CV Exception Framework is Installed in your System.

You can verify the same in the installed packages. From Setup, Search Installed Package, and Click “Installed Packages” to view.

Now, let’s discuss how to use the CV Exception Framework:

From the App launcher, search for CV Exception and Click CV Exception Framework to open the app.

You can navigate to the How to Use tab to review the instructions.

Now, You have to use the try-catch block of code to catch any exception in the custom object that comes with the app.

You can use this code

Access the Exception Records

Click on the Exception Records tab from the CV Exception Framework app to view the records captured as an exception.

You can click on the record to view the exception in an easy-to-read format. You don’t need to create the debug logs manually to debug the error. You can access these records anytime and delete the records if no longer required.

We also provide an out-of-the-box report to access these exception records to get an overview of exceptions captured within the organization.

Access the Exception Report

From the “CV Exception Framework” App. Click on the Reports Tab.

Then Click on All Folder and Navigate to Exception Reports Folder.

On Clicking on the folder,  you can access the Exception Records Report.

Click on the report to view the exception records in a nice tabular format.

So this was a quick overview of this framework. Please visit our AppStore apps for more innovative solutions.

Are you looking for a Salesforce partner for a successful Salesforce integration and maintenance process? Please schedule a call with the Salesforce experts of CloudVandana today, and get the best solution for your organization to stay ahead of your competitors. 

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Salesforce Opportunity Stages

Salesforce opportunity stages describe the high-level phases within the sales process. The opportunity tab in Salesforce captures potential and ongoing deals currently pursued by the sales team in the organization. The Opportunities tab provides holistic progress of each value being followed and helps manage team effort spent per deal. No two sales team members approach the same client for the same opportunity, thus increasing the sales team’s efficiency.

Further, since opportunities are tracked on a real-time basis thus each opportunity’s progress is as accurate as it can get, and management can view each opportunity’s progress with accuracy. Every deal undergoes various sales stages as per the organization’s sales process before it is closed; these stages are termed “Opportunity Stages” in Salesforce. It is highly recommended that each business defines and customizes the sales process as per the firm’s business requirements, as shown below.

Steps to customize your own sales process

Step 1: Go to Setup, search for path settings, and enable “New Path.”

Step 2: Select “New Path.”

Step 3: List the Path Name and API Reference Name and select “Object Name.” Then, select the “Record Type” and the “Picklist Field” for which you want to customize a new path. Lastly, click on “Next.”

Step 4: Customize the “Positions” and “Stages” as per your business requirements.

Step 5: Activate your path and click on “Finish” 

Step 6: You can see the created path from the path settings 

Conclusion

A firm can increase its sales process productivity through Salesforce functionalities by automating various sales stages while pursuing an opportunity. 

Are you looking for a registered Salesforce partner to get the full benefits of Salesforce CRM? Please feel free to contact CloudVandana and take your organization to the next level. 

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Validation Rule in Salesforce

Validation Rule in Salesforce helps implement standardization of data captured in the data fields as per the business’s requirement; thereby improving the data input quality of the saved records. This rule is best explained via an example as follows: Business Requirement is to capture the date of birth in the following format DD/MM/YY; however, if the validation rule is not applied then the user can input data in MM/DD/YY or in YY/MM/DD format. With the application of the Validation Rule, the user will receive an error message while trying to save the data in any other format apart from the format required by the business. This rule can be implemented to standardize data for every object present in Salesforce.

What is a Validation Rule made of?

The validation rule consists of the below-mentioned elements:

1. Object: Fields where the data is stored and where the validation rule will perform its field checks to standardize the data as per the business requirement.

2. Formula: A formula is evaluated for the specific business requirement that is to be met. If the formula evaluates to true then an error message is thrown or else it gets saved in the database.

3. Error Message & Error Location: The error message gets displayed on whichever data field does not meet the business requirement.

Following are the steps to implement a validation rule for a certain object:

Step 1: Go to Setup -Enter Object Manager in a quick box -Select Account (Any Object which you want to make validation).

Step 2: Select the validation rule from the left sidebar.

Step 3: Click on “New”.

Step 4: Enter a name for the rule. 

Step 5: The Error Condition Formula section defines the business criteria to validate the data. To check the formula or expression for error click on Check Syntax.

Step 6: In the Error, message section defines the error message and the position of the error message, which will appear when the user enters the wrong data.

Step 7: Click on “Save”.

Let’s take an Example 

Case: The email field should not be blank in the contact record  as shown below:

Are you looking for a customized Salesforce solution for your business? Please feel free to contact CloudVandana and get the full ROI of your Salesforce investment. 

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