SfdcOneStop Intro

Sfdconestop blog is created with an intent to provide  information related to salesforce giving one a 360 degree view. In this blog you will find all information related to Sales cloud, Service cloud, CPQ, interview questions, various videos explaining business use case and many more.

We have created sfdconestop blog/youtube channel  for all those who are eager to learn Salesforce and get to know more about Salesforce. It will be beneficial for those who just started their career in Salesforce.

 

Please do continue to like, share and subscribe sfdconestop Youtube channel, if you find the Salesforce tutorials(100+ Video's) to be informative!!
▶️Subscribe:  https://www.youtube.com/c/sfdconestop
👉 https://sfdconestop.blogspot.com/
👀 Follow us on Linkedin : https://www.linkedin.com/company/sfdconestop

 

All the latest happenings will be updated in this blog.

Salesforce is one such technology which can be self learnt through trailheads and different blogs/videos, one need not be a hard core developer. If you are a fresher/experienced, do have your hands on to clear the interviews. Having at least one certification will be helpful in getting your resume screened by the recruiters.

To know how to create your own developer org, please refer this link and follow the steps mentioned after which you will have your own developer org and you can do lot of practice to become expert in salesforce.

https://sfdconestop.blogspot.com/p/how-to-create-developer-org.html

If you would like to contribute your content/video in my blog, please feel free to contact through the below link -

https://sfdconestop.blogspot.com/p/about-me.html

Hope this blog helps, wish you all the very best in your career!!

Winter21 Interesting features/sneakpeek

Winter21 New feature Videos to be updated -
 https://www.youtube.com/c/sfdconestop

Winter21 PreRelease org signup link -
https://www.salesforce.com/form/signup/prerelease-winter21/

 Salesforce Optimizer -

Optimizer is one of the most powerful tools in Salesforce. With Optimizer, you can monitor the health and performance of your Salesforce org within Setup. 

Analyze your implementation to find ways to simplify customization and drive feature adoption. Consider running Salesforce Optimizer as part of your monthly maintenance, before installing a new app, before each Salesforce release

- Now you can schedule the run once a month to get the updated org health info
- Review the below newly added winter21 features as part of org health results -
    Pending Release Update,Critical Permission Assignment, Profile Assignment,Insecure Default External Access Levels,Sharing Rules for All External Users,Insecure Settings for Guest Users,Public Groups and Queues with Guest Users
- Review the trends of storage limit, data storage limit, and static resource limit to track the history of your org to maintain the org health

Reports Winter 21 Updates -
Report Subscription Attachment is now GA! Upto 15,000 rows and 30 columns are now supported as part of the file attachment.
With the Winter’21 release, auto add fields to custom report types is now an Open Beta! Any admin can enable this feature in Report & Dashboard settings in Setup.

Lightning App Builder -

In winter21 changes were introduced in  Lightning App Builder header and toolbar and moved some items around.

 

 Performance Analysis for Lightning Record Pages
There is a new Analyze button on Lightning record pages in App builder, allowing admins to run a performance analysis on their Lightning record pages from within Lightning App Builder. The analysis run will give a performance rating (Good, Moderate, Poor) for the page along with recommendations for improve the performance.

Admins can give feedback on the recommendations directly in the analysis results window to let us know if the analysis and recommendations were helpful, along with anything else they’d like to share.

Performance Analysis in App Builder is available for desktop record pages only.

Dynamic Forms GA -

Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder.
Dynamic Actions -

- In Winter21 Account, Contact, Lead, Case, Opportunity are available as Beta for Dynamic Forms/Actions(Migration wizard support is not included)

- Dynamic actions for custom objects are GA for desktop and Beta for mobile.
- You can specify action visibility based on record field, device type, and other filters, to control which actions appear for which users
https://trailblazer.salesforce.com/ideaview?id=08730000000BroxAAC

https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_forcecom_lab_ui_changes.htm?edition=&impact=

Einstein Opportunity Scoring Tuner-

Fields exclusion - It allows them to exclude fields from the model. Whether because these fields contain data that can potentially hurt model performance or business considerations that requires avoiding some fields from being used by the model.
Record level filtering - Excluding a specific set of records from the model. As a result, the model won't use these records for training, and they won't get scores. It's relevant when there are records that don't represent real deals or to exclude system-generated records.

The model works great without tuning. Tuning should be used only if there’s a concrete reason.


Winter21 Release notes - 
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/salesforce_release_notes.htm 

Understand Salesforce Trust/Sandbox Preview/non preview/Release lifecycle/Data Center

Please do continue to like, share and subscribe sfdconestop Youtube channel, if you find the Salesforce tutorials(100+ Video's) to be informative!!
▶️Subscribe:  https://www.youtube.com/c/sfdconestop
👉 https://sfdconestop.blogspot.com/
👀 Follow us on Linkedin : https://www.linkedin.com/company/sfdconestop

************************************************************************************

Sandbox Preview/non preview best practices - review here

How to identify a Salesforce Instance and check the instance availability/Salesforce trust overview, review video here

Salesforce Release Non Production/Testing  features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Sandbox Preview Overview Video -

 
The best resource for sandbox preview planning is the Salesforce Sandbox Preview Guide. In the guide, look up your sandbox instances and get guidance on positioning them for the next release.
https://sandbox-preview.herokuapp.com/sandbox/instances

Release Readiness Trailblazer Group -
https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001okuCAA

Release Readiness Strategies -

https://trailhead.salesforce.com/en/content/learn/modules/advanced-salesforce-release-readiness-strategies?trail_id=sf_release_prep

Where is my Salesforce instance located/data center -

https://help.salesforce.com/s/articleView?id=000314281&type=1

Salesforce Release/System Maintenance Window Timelines -
https://help.salesforce.com/s/articleView?id=000331027&type=1

Trailheadx20 highlights

Custom offline functionality i.e Briefcase Pilot should be available in the next winter21 release

Code Builder available as Pilot feature
Code Builder is a new, web-based dev environment optimized for Salesforce(no software to install like VS code on desktop)
dev blog -
https://developer.salesforce.com/blogs/2020/06/introducing-code-builder.html
admin blog-
https://admin.salesforce.com/blog/2020/new-devops-center-is-awesome-for-admins

Salesforce Functions available as Pilot feature
Developers can write code in any language of their choice

Safe Navigation Operator will be GA in Winter21 release
No need to write heavy code for null check simply use the safe navigation operator( ? )

Architect Guide-
https://medium.com/salesforce-architects/introducing-architect-decision-guides-609ae5d7b5da

Recordings-
https://trailblazer.salesforce.com/sessions?eventId=a1Q3A00002Ihno1UAB#/session/a2q3A000001rVc7QAE

Trailhead in a Box -
https://trailhead.salesforce.com/en/users/strailhead/trailmixes/trailhead-in-a-box

Getting started
https://trailhead.salesforce.com/en/users/strailhead/trailmixes/get-started-with-trailhead-end-user

My Custom sfdconestop Trailmix
https://trailhead.salesforce.com/en/users/nayanakadiyala/trailmixes/sfdconestop

Lightning Performance best practices

Run the “Salesforce Performance Test” to obtain a user(s) Octane score, latency, and download speed

https://[instance].salesforce.com/speedtest.jsp.

Lightning Console Technical Requirements-
https://help.salesforce.com/articleView?id=console2_technical_requirements.htm

In Lightning Experience, page load times can be captured using Lightning Component Debug Mode, or by appending ?eptVisible=1 to your URL.

https://yourDomain.lightning.force.com/one/one.app?eptVisible=1

LWC best practices -

https://developer.salesforce.com/blogs/2020/06/lightning-web-components-performance-best-practices.html

Salesforce Automation Best Practices

Not sure when to use Process Builder/Flows/Workflow/Code, here are the key differences and fitments suggestions -

https://salesforce-automation.herokuapp.com/

Interesting Salesforce Chrome Extensions/tools for Productivity

SOQL Extractor and Analyzer for SalesForce

https://chrome.google.com/webstore/detail/soql-extractor-and-analyz/deihalhihjdilndoidoclmhmgllebkfj

Extract SOQL queries with their execution counts from Debug Logs of Salesforce. Helps you analyze the 'Too Many SOQLs' error.

Salesforce advanced Code searcher

https://chrome.google.com/webstore/detail/salesforce-advanced-code/lnkgcmpjkkkeffambkllliefdpjdklmi?hl=en

Salesforce extentions helps to Quick Find,Login,Query,Backup,View LWC Code,Cron Expression,Record Edit-View,Exports
https://chrome.google.com/webstore/detail/salesforce-dev-essential/acpngnlieelljdlljmenkagbonaicccj

Salesforce API Fieldnames
https://chrome.google.com/webstore/detail/salesforce-api-fieldnames/oghajcjpbolpfoikoccffglngkphjgbo


Salesforce inspector to inspect data/metadata

https://chrome.google.com/webstore/detail/salesforce-inspector/aodjmnfhjibkcdimpodiifdjnnncaafh

Salesforce Navigator

https://chrome.google.com/webstore/detail/salesforce-navigator/ecjmdlggbilopfkkhggmgebbmbiklcdo/related

Sandbox Favicon Extension

https://chrome.google.com/webstore/detail/salesforcecom-sandbox-fav/nkfllgjejgfgcddfccnijhndhdmjkamf

Salesforce Comparator for users/profiles/PS

https://perm-comparator.herokuapp.com/

Comparison Tool

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcqksUAB

Analyze, compare and contrast security settings (Profiles and Permission Sets) within environments or between environments.

Find quick, reproducible 3-minute demos for Salesforce Platform products & features.

https://www.platformdemos.com/s/

https://developer.salesforce.com/developer-centers/?utm_source=sf-devs&utm_medium=telegram

https://www.lucidchart.com/blog/salesforce-schema-import

https://www.lucidchart.com/blog/lucidchart-schemapuker-for-salesforce-consultants

https://schemapuker.herokuapp.com

Identify hardcode references in your org -

https://help.salesforce.com/articleView?id=000335670&type=1&mode=1

To auto complete text using snippet - https://blaze.today/

Top Authentication features of Salesforce Summer 20

• Delegated Authentication can be enabled from SSO settings without contacting Salesforce Support

https://releasenotes.docs.salesforce.com/en-us/summer20/release-notes/rn_auth_delegated_authentication.htm?edition=&impact=

• Feasibility to turn off case-sensitivity of Federation IDs for your entire Salesforce org, easing integration by enabling Make Federation ID case-insensitive under SSO settings
  

https://releasenotes.docs.salesforce.com/en-us/summer20/release-notes/rn_auth_federation_id_case_sensitivity.htm?edition=&impact=

• Feasibility to skip identity verification for highly trusted users by enabling " Skip Identity Confirmation at Login" permission for the required user profile.
  

 https://releasenotes.docs.salesforce.com/en-us/summer20/release-notes/rn_auth_skip_identity_confirmation.htm?edition=&impact=

• Ability to Filter Login History by Application and Login Types i.e.filter Login History reports and list views by the type of application a user logged in from, such as a mobile device. You can also filter by the type of login, such as Outlook integration logins. These filters apply to login data captured over the past 6 months.

https://releasenotes.docs.salesforce.com/en-us/summer20/release-notes/rn_auth_login_history_list_view_options.htm?edition=&impact=

Salesforce Availability Tutorial

Salesforce Availability sfdconestop video -

 

To check all Salesforce release schedule/maintenance/ongoing service disruption, visit-status.salesforce.com

Org Migration Readiness

Site Switch Readiness

Instance Refresh Readiness

 

 

 

 

https://trust.salesforce.com/en/trust/trust-notification-user-guide/

Salesforce Storage/Org Limits Monitoring/Apex Governor Limits

Apex Governor Limits -

https://developer.salesforce.com/docs/atlas.en-us.224.0.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_platform_apexgov.htm

Sends daily email notification to specified users If Salesforce storage limit of Data / File exceeds from user defined Soft / Hard limits.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G7gvMUAR

Get org wide usage/limit using System.OrgLimits.getMap() then show them with progress bar.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000GB0jYUAT

Run the below code from developer console -
 Http http = new Http();
        HttpRequest httpReq = new HttpRequest();
        HttpResponse httpRes = new HttpResponse();
        httpReq.setMethod('GET');
        httpReq.setHeader('Authorization', 'OAuth ' + UserInfo.getSessionId());
        httpReq.setEndpoint(URL.getSalesforceBaseUrl().toExternalForm()+ '/services/data/v48.0/limits/');
        httpRes = http.send(httpReq);
        //return httpRes.getBody();
       system.debug(''+ JSON.serializePretty( JSON.deserializeUntyped(httpRes.getBody())));
 

Summer 20 Highlights/Interesting Features

Summer 20 Highlights Video on my channel sfdconestop -
https://www.youtube.com/watch?v=tK5zwPJ-70k 


To explore the summer 20 features and have hands on experience, sign up for the pre release org using below link - https://www.salesforce.com/form/signup/prerelease-summer20/

Post user creation login using login.salesforce.com url.


Few of the Summer 20 features that are interesting and beneficial are as below -

 1) Split Views for lightning Salesforce application

Split view previously was available only for the console navigation style.Now with summer 20 split view is available for all the objects in the navigation bar


2) Salesforce optimizer

The Optimizer page in Setup has a refreshed look, but it still delivers the same recommendations about simplifying customizations and driving feature adoption.All the recommendations are available in lightning application and need not scroll over the pdf


3) Release Updates(Beta)

Release Updates offers a detailed view of information previously found in the Critical Updates console.
Review and activate release updates to improve org performance, security, business logic, and usability. Unified view of security updates and critical updates. This gives admin clear instructions on the due date, whats changing and how the release update will impact their org

4) From summer 20 by default with bulk api you can process 15,000 batches in a 24-hour period.

5) Dynamic Forms (Non GA) in lightning app builder

To enable Dynamic Forms in your org, from Setup, enter Record in the Quick Find box, and then click Record Page Settings. In the Dynamic Forms section, flip the switch to On.

This can be used to place fields anywhere instead of going to page layouts and is available only for custom objects

Reduce the number of page layouts by setting component visibility rules

Summer 20 release notes will be available from 4th May.

Sandbox Preview/Non Preview-

Sandbox Instances are split up in two groups – Preview and Non-Preview. Preview Instances are instances which get upgraded to the newer version of Salesforce before Production Instances (e.g. NA2, EU1, AP0) and Non-Preview Instances are upgraded towards the end of a Major Release along with the majority of Production Instances as few customers want to delay the upgrade on one or more sandboxes due to requirements around specific projects.

sandbox preview starts approximately 4-6 weeks before the production upgrade, cut off date for preview sandbox is 29th May.

You can key in your instance name like cs87 at the instance of the below url to understand what action to be take to stay in preview/non preview mode-

Sandbox Refresh Calculator -

https://sandbox-preview.herokuapp.com/sandbox/instances

https://sandbox-preview.herokuapp.com/

Sandbox Preview Trailhead -

https://trailhead.salesforce.com/en/content/learn/modules/sf_releases/sf-releases-sandbox-preview


Sandbox preview cutoff date is May 29th 

Summer20 Release notes-
https://releasenotes.docs.salesforce.com/en-us/summer20/release-notes/salesforce_release_notes.htm