Create reports using JavaScript Remoting and DataTables in Salesforce

Learn how to create custom reports with ease and view the data with a friendly user interface

Julio Pescador

I’ve recently been using DataTables at work for a project which has been useful for all the features it provides such as pagination, instant search, multi column ordering, toggle column visibility, and fixed columns. In fact, I thought to myself why not try to utilize DataTables with standard Salesforce reports . Unfortunately, there are limitations to this approach. The first thing that comes to mind is that the “Reports API only returns up to the first 2,000 report rows.” Alas, the suggestion is to “narrow results using filters”  for now.

Using Merge Fields in Salesforce Email Templates

Learn how to integrate dynamic content in a Salesforce email template and how to reference values from a lookup relationship

Julio Pescador

One of the neat functionalities in Salesforce is the ability to send an email through an automated process such as workflow rules, process builder, or even Apex code. You can even personalize the email using dynamic content called merge fields. For example, we can add a person’s first name, order number, application number, or other relevant information pertaining to the email. In this lesson we will cover how to use merge fields in an email template.

Use the sforce Metadata API to get managed object permissions

Learn how to retrieve metadata permissions from a managed object and deploy it on Salesforce

Julio Pescador

Have you ever wondered how you can migrate permissions of a managed object to a targeted environment on Salesforce? It’s not Change Sets , but do not fear. That doesn’t mean you have to configure the permissions again manually. What we’ll be leveraging is a combination of MavensMate and the Migration tool. I mentioned permissions, but what do I mean by that? What I am referring to are the crud permissions and field level security from the managed object that is tied to a permission set or profile.