How to Tackle View State Issue During Upload file as a Attachment through Visualforce Page – Part 2

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Hello guys , I am Back with my new Blog Post . In this Post You will Learn Two things .

  • Upload file as a Attachment  Without Apex Controller
  • What is Salesforce Ajax toolkit and How you can use Ajax Toolkit for Upload File

Please Refer my Previous Blog Posts to get to know Upload file through visualforce and Tackle View State Issue through apex Controller

First of all Do you Know about Salesforce Ajax Toolkit ???q-590x446

If you don’t know then do not worry just take long breath and read this artical.

Let’s come to the Point and discuss What is Salesforce Ajax Toolkit ?????

Ajax Toolkit is like a Javascript Wrapper which you can use in Your Visualforce Page to Interact with Salesforce Standard and custom Objects .

You can query Salesforce Objects Data , Create records and attachments without using Apex with your Visualforce Page.

Now the Questions arise When to use ajax toolkit??

Best situation to work with ajax toolkit is when you have to work with small amount of data.

AJAX works best with  small amounts of data (up to 200 records, approximately six fields with 50 characters of data each).

You have to follow three steps for working with ajax toolkit in your visualforce Page.

  • Connecting to the API – Include Connection.js file that is ajax toolkit Javascript file in your Visualforce Page and Get the Sforce Session using sforce.connection.sessionId='{!GETSESSIONID()}’

    After execution of Connection.js script , the toolkit is loaded and a global object, sforce.connection, is created. This object contains all of the API calls and AJAX Toolkit methods, and manages the session ID.

  • Embed API Calls in Javascript – Write Javascript code for Making Instance of  Sforce Object like “new sforce.SObject(“Attachment”)” and create attachment using sforce.connection.create([attachment] .
  • Processing result – Process the Result on creation of attachment and show success or failure message .onSuccess : function(result, source) {

    if(result[0].getBoolean(“success”)) {

    // do your code whatever you want to show on success

    }

    },

    onFailure : function(error, source) {

    // do your code on failure

    }

You can go through the Salesforce Ajax Toolkit Developer Docs for more reference .

Here is the Look of your Visualforce page .

When you Load the Page .

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When you Clicked Upload Button Without Record ID in URL .

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When you Clicked Upload Button Without Selecting File for upload.

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When you selected file and clicked Upload Button .

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Here is the Visualforce Page Code With Ajax Toolkit.

Hope you find this helpful, in case of any queries/concerns, please post a reply or drop an email to me at sfdcsagarsindhi@gmail.com .

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Salesforce CRM Content – Brief Description about CRM Content and How can Developer and Admin Use CRM Content

Salesforce CRM Content Organize, share, search, and manage content within your organization .Content includes all file types, from traditional business documents such as Microsoft PowerPoint presentations to audio files, video files, Web pages, and Google docs.

It Simplifies content management by incorporating user-friendly features into the following :

  • Organizing
  • Searching
  • Subscribing
  • Contributing

Most of the People Think Why should I Use Salesforce CRM Content? what is the Benefits of using CRM Content ?

Why-is-Thinking-so-important-300x300

I Suggest to those People Please Refer the Below amazing Articles.

http://cloud4good.com/announcements/why-should-you-use-salesforce-content-why-not/

https://www.linkedin.com/pulse/what-benefits-professionals-can-leverage-from-crm-content-systems/

So After Understanding the concept let’s Move to the other Step

How to enable CRM Content in your Organization?

Refer Below Link and Enable CRM Content in your Organization Step by Step.

https://support.cloudhq.net/how-to-enable-document-libraries-in-salesforce/

What Salesforce Admin Should Know about CRM Content?

  • Publish Files to Libraries –

Go to the Libraries Tab and click on Contribute .

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Choose File from your Local system and Enter Description , Select Library in which you want to Publish the file and Click on Save .

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You can Share File with your Standard OR Custom Object But you need to make Lookup field of that Object with Standard Object (Content Version) of CRM Content .

  • Create a New Library –

Click on New Button and enter Name, Description and Unique Name of the Library.

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  • Update Content Version –

Select any file Uploaded in CRM Content  From the Top Content Section  Or you can View file from Library and Click on Edit and Select Update Content Version and Choose file and Update the Version of that Content.

Using this you can publish a new Version of the file and update file Properties.

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  • CRM Content Permissions ,Custom fields ,Customization of content Page Layouts

Search Salesforce Files in the left side Search Bar.

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You would These Options After clicking on Salesforce Files

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So These are the all customization which you can do regarding Library Permissions for Users, Create, modify and Delete Fields on Content Version, Manage Validation Rules etc..

Create, modify and delete custom fields is the option where you can make Standard or custom objects Lookup with Content Version So that you can upload file with the object from libraries tab.

As you see in Below Picture I can Upload File with Lead Or Account Object.

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What about Developers ?

11_md_confab_380

What Developer should Know about CRM content for working with Apex ?

Below is the CRM Content Object Hierarchy or you can say Data Model . This is thing which Developer must know for working with CRM Content.

 

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ContentWorkspace – ContentWorkspace is a Library which you can use for publish File . You can use Workspace(Library) Id while making Instance of Content Version so the File publish in that Workspace.

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ContentWorkspaceDoc – ContentWorkspaceDoc  Represents a link between a document and a public library in Salesforce CRM Content . It allows a document to be shared with multiple libraries.

In the ContentWorkspaceDoc there are two lookup Fields that is ContentWorkspaceId and ContentDocumentId.

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ContentDocument – ContentDocument is a document that has been uploaded in library in CRM Content.

For upload file as Content Document you have to Make Instance of Content Version Because Create() call not supported in Content Document.

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ContentVersion – This is a Specific Version of a Content Document(File) in CRM Content.

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So these are some things Developer or Admin should Know.

Please Refer the Below Links for Complete Details of Content Object.

https://help.salesforce.com/articleView?id=content_parent.htm&type=0

https://resources.docs.salesforce.com/210/latest/en-us/sfdc/pdf/salesforce_content_implementation_guide.pdf

https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_erd_content.htm#sforce_api_erd_content

Hope you find this helpful, in case of any queries/concerns, please post a reply or drop an email to me at sfdcsagarsindhi@gmail.com .

How to Tackle View State Issue During Upload file as a Attachment through Visualforce Page

In Previous Post, We Saw How to Upload File in Salesforce Through Visualforce .

So This Post is just to Handle the View State Error Occurred During Uploading File through Visualforce.

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For Complete Detail of View State Refer Link .

If you look into the Previous Post there were many Variables in Apex Controller which were use for getting file Body, Name, Description .

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So If User Upload Large File Then file Body, Name and Description Come in these variables and It would Easily Increase the Heap Size Limit and View State Issue would arise.

4thSo For Avoiding this Issue Directly Make a Attachment Object Instance in Apex Controller and Get Body, Name of File From Visualforce Using that Instance .

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Instead of Storing file body, Name, Description in these variables in apex controller it would Store directly in SObject Attachment So Heap Size Limit will not exceed.

Please Refer the Visualforce Page and Apex Controller for More Details.

<apex:page standardStylesheets="false" sidebar="false" showHeader="false" controller="AttachmentUploadController">

<html>
<body>
<c:UploadFile_Component />
<!-- Main Section -->
<main class="main-section">

<!-- Header Section -->
<header class="header-section">
<div class="headersection-tagline">
<div class="container">
<div class="tagline-left">Upload File as Attachment</div>
</div>
</div>
</header>
<!-- /Header Section -->

<!-- Form Section -->
<section class="inner-section">
<div class="container">
<div class="formbg-section">
<apex:form styleclass="form-horizontal" id="frm" enctype="multipart/form-data">
<div class="row">
<div class="col-md-6">
<div class="form-group">
<label class="control-label col-md-4">File Name :</label>
<div class="col-md-8">
<apex:inputText value="{!attachment.name}" styleClass="form-control"/>
</div>
</div>
</div>
<div class="col-md-6">
<div class="form-group">
<div class="col-md-12">
<label class="control-label col-md-2">File: </label>
<label class="btn btn-primary" > Browse File
<apex:inputFile value="{!attachment.body}" filename="{!attachment.name}" styleclass="form-control" style="display:none" onchange="filechange(event)"/>
</label>
<span class="uploaded-file" style="overflow: hidden; display: -moz-grid;" ></span>
</div>
</div>
</div>
<div class="col-md-12">
<div class="form-group">
<label class="control-label col-md-2">Description :</label>
<div class="col-md-10">
<apex:inputTextarea styleClass="form-control" value="{!attachment.Description}"/>
</div>
</div>
</div>
<div class="col-md-12">
<apex:messages />
<div class="form-group form-action-toolbar">
<div class="col-md-8 text-left">
<apex:commandButton id="btnsave" action="{!Upload}" styleClass="btn btn-primary" value="Save File as Attachment" />
</div>
</div>
</div>
</div>
</apex:form>
</div>
</div>
</section>
<!-- /.Form Section -->

</main>
<!-- /.Main Section-->
<script>
 
 function filechange(e)
 {
 var fileName = e.target.files[0].name;
 $('.uploaded-file').html(fileName);
 } 
 
</script>
</body>
</html>
</apex:page>

public with sharing class AttachmentUploadController {
public Id PageId ;
public Attachment attachment {
get {
if (attachment == null)
attachment = new Attachment();
return attachment;
}
set;
}

public AttachmentUploadController(){
PageId = ApexPages.currentPage().getParameters().get('id');
}

public PageReference upload() {
attachment.ParentId = PageId ;
attachment.IsPrivate = true;
try {
insert attachment;
} catch (DMLException e) {
ApexPages.addMessage(new ApexPages.message(ApexPages.severity.ERROR,'Error uploading attachment'));
return null;
} finally {
attachment = new Attachment();
}
ApexPages.addMessage(new ApexPages.message(ApexPages.severity.INFO,'Attachment uploaded successfully'));
return null;
}

}

Hope you find this helpful, in case of any queries/concerns, please post a reply or drop an email to me at sfdcsagarsindhi@gmail.com .

 

 

Apex Rest API – Salesforce Integration with Twilio(Get a Call on your Mobile Number from Salesforce Through Twilio Voice API)

First of all, you need to Create an account on Twilio. If you do not a have an account on Twilio please refer to the link.

If you have Already then just Log in to your Twilio account. After Log in Your Twilio Account, you will See ACCOUNTSID and AUTH TOKEN as shown in the screenshot below.

1st

Copy this ACCOUNTSID and AUTH TOKEN we will use it later.

After this Click on Left Side Icon in Twilio Account and click on # Phone Numbers

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You would see your Twilio number (you would receive calls from this number on your connected Mobile number)

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After this Move on to the Verified Caller IDs on Left Side Bar and Enter Your Mobile Number on which you want to receive Call and Verify by Twilio.

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Now Login into your Salesforce Account and create a Remote Site Setting of Twilio End Point URL as given in the Twilio API Documentation

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For Beginners Here is the Explanation of Remote Site Setting.

“When you want to access the external sites in your Salesforce application using callouts, web services, etc… You need to add that in the Remote Site Settings. This is just a security that force.com platform is going to check.
Before any Visualforce page, Apex callout, or JavaScript code using XmlHttpRequest in an s-control or custom button can call an external site, that site must be registered in the Remote Site Settings page, or the call will fail”

Now moving on to the Integration part, according to the Twilio voice API . We Need DEFAULT VERSION , ACCOUNTSIDAUTH TOKEN , Twilio Phone Number(From Phone Number) , Twilio Verified Phone Number(To Phone Number), Voice API End Point for Doing this Integration From Salesforce .

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Here is Apex Controller with Apex REST API and Visualforce Page


public with sharing class TwilioVoiceCallExt 
{
 public String mobileNumber {get;set;}
 public String responseBody {get;set;}
 public CallResponse callRes{get;set;}
 public String DEFAULT_VERSION = '2010-04-01';
 public String AccountSID = 'YOUR ACCOUNTSID';
 public String Authtoken = 'YOUR AUTH TOKEN';
 public String FromPhoneNumber = 'YOUR Twilio Phone Number';
 public String VoiceAPIEndPoint = 'https://demo.twilio.com/welcome/voice/';

 public String Body = '';

 public Void VoiceAPI()
 { 
 String Crediential = EncodingUtil.base64Encode(Blob.valueOf(AccountSID + ':' + Authtoken));
 String EndPoint = 'https://api.twilio.com/'+DEFAULT_VERSION+'/Accounts/'+AccountSID+'/Calls.json';

 if(mobileNumber != '')
 {
 Body = 'To='+mobileNumber+'&amp;amp;'+
 'From='+FromPhoneNumber+'&amp;amp;'+
 'Url='+VoiceAPIEndPoint;
 }
 else
 { 
 ApexPages.Message myMsg = new ApexPages.Message(ApexPages.Severity.ERROR,'Mobile Number is required.'); 
 ApexPages.addMessage(myMsg); 
 return;
 }

 Http h = new Http();
 HttpRequest request = new HttpRequest();
 request.setHeader('Content-Type', 'application/x-www-form-urlencoded');
 request.setHeader('Authorization', 'Basic '+Crediential);
 request.setEndpoint(EndPoint);
 request.setMethod('POST');
 request.setBody(Body);
 HttpResponse res = h.send(request);
 responseBody = res.getBody();

 //------------Deserialize the Reponse in different Class------------------//
 callRes = (CallResponse)JSON.deserialize(responseBody, CallResponse.class);

 if(callRes.Status == 'queued')
 {
 ApexPages.Message myMsg = new ApexPages.Message(ApexPages.Severity.CONFIRM,'Call successfully sent..!! Please Check Entered Mobile Number'); 
 ApexPages.addMessage(myMsg); 
 }
 else if(callRes.status == '400'){
 ApexPages.Message myMsg = new ApexPages.Message(ApexPages.Severity.ERROR,'Mobile number is not valid'); 
 ApexPages.addMessage(myMsg); 
 } 

 }// End of function

 //-----class for get Response---------//
 public class CallResponse 
 {
 public String Status; 
 }
}

<apex:page sidebar="false" controller="TwilioVoiceCallExt">

<apex:sectionHeader title="Voice Call"/>
<apex:form >

<!-- message -->
<apex:pageMessages />

<apex:pageBlock >
In Case of Trail Twilio Account You can Call Only <b>One Mobile Number</b> which is <b>Verified</b> by Your Twilio Account !!
</apex:pageBlock>
<!-- Page block Start-->
<apex:pageBlock >

<!-- Page block Button-->
<apex:pageblockButtons >
<apex:commandButton action="{!VoiceAPI}" value="Click to Call"/>
</apex:pageblockButtons>

<apex:pageblockSection >
<apex:pageBlockSectionItem >
Mobile Number
<apex:inputText value="{!mobileNumber}" />
</apex:pageBlockSectionItem>
</apex:pageblockSection>

</apex:pageBlock>
<!-- Page block End-->
</apex:form>
</apex:page>

Refer Below Links for Complete Details of APEX REST API.

http://www.salesforcetutorial.com/salesforce-integration-rest-api-basics/

http://www.jitendrazaa.com/blog/salesforce/call-salesforce-rest-api-from-apex/

https://trailhead.salesforce.com/en/modules/apex_integration_services/units/apex_integration_rest_callouts

Hope you find this helpful, in case of any queries/concerns, please post a reply or drop an email to me at sfdcsagarsindhi@gmail.com .