Salesforce4U

 When working with Salesforce data, it's often necessary to filter or report on records from a specific quarter . If you're looking to retrieve the start and end dates of the previous quarter based on the current date, here’s a simple and reusable Apex utility you can use. 🔧 Apex Utility Methods Below are two helper methods: getStartDate() — Calculates the start date of the previous quarter . getEndDate() — Calculates the end date of the previous quarter , based on the start date. // Helper method to get the start date of the previous quarter private Date getStartDate () {     Date today = Date . today ();     Integer currentYear = today . year ();     Integer currentMonth = today . month ();     // Determine the first month of the previous quarter     Integer previousQuarterStartMonth = (( currentMonth - 1 ) / 3 ) * 3 + 1 - 3 ;     // Adjust the year if the previous quarter falls in the previ...

When working with Salesforce, there are instances where we need to compute the day of the week from a given date or determine the actual time spent between two date-time values, considering only business hours. For example, if we need to track the exact amount of time a user spent on a Lead, Case, or Task, simply subtracting two date-time values won't suffice if we need to exclude non-working hours. In this post, we will cover: How to determine the day of the week from a given date in Apex. How to calculate actual time spent between two date-times, while considering business hours (Monday to Friday: 8 AM - 8 PM, Saturday & Sunday: 8 AM - 4:30 PM). 1. How to Determine the Day of the Week from a Date in Apex Salesforce does not provide a direct method to get the day name (Monday, Tuesday, etc.) from a Date field. However, we can achieve this using toStartOfWeek() and daysBetween() methods . public static String getDayOfWeek ( Date inputDate ) {     // Get the start...

Use Case In Salesforce, encrypted fields provide an extra layer of security by allowing access only to users with the View Encrypted Data permission. In standard layouts and Lightning pages, Salesforce automatically manages the visibility of encrypted data based on a user's profile and permissions. However, if you're building a Lightning Web Component (LWC) that displays Social Security Numbers (SSN), you must manually handle data masking. The goal is: ✅ If a user has View Encrypted Data permission, they should see the full SSN (e.g., 113-212-4444 ). ❌ If a user does not have View Encrypted Data permission, they should see only the last 4 digits, with the rest masked (e.g., ***-***-4444 ). Since LWC does not inherently handle encrypted field visibility, we need to manage this logic in Apex before sending the formatted SSN to the component. Solution: Handling Encrypted SSN in Apex The best way to handle this is to: Check if the user has View Encrypted Data permission. Format the...

Call center agents often face the challenge of efficiently capturing information while on a call, especially when they need to quickly create a case for a customer. To streamline this process, I developed a Lightning Web Component (LWC) that is launched as a utility action within the Salesforce Service Console. This solution enables agents to efficiently handle customer inquiries without losing context or valuable time. Use Case In a typical scenario: Dual-Monitor Setup: Call center agents often use two monitors—one for the primary console application and another for utility tools. Customer Interaction: While on a call, an agent may need to search for a customer's contact record using personally identifiable information (PII) like Social Security Number (SSN), Date of Birth (DOB), or Name. System Performance Delays: Contact records may take time to load due to backend processes or system latency. In the meantime, the agent still needs a place to capture customer details and ca...