Tuesday, 28 December 2021

Salesforce Spring22 Release Sneakpeek/Interesting Features

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Spring 22 release notes - here

Spring 22 Pre Release org sign up here 

Spring 22 Release Highlights Demo here -


 

Non Production/Testing Use case 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.

Interesting features of Spring 22 Salesforce Release - 

  • Lightning Console - watch demo here
    • New console sessions can be started without loading workspace tabs from previous sessions,  In the app's App Settings, select App Manager. Under Setup and Personalization, select App Personalization Settings. Select Clear workspace tabs for each new console session.
  •  Reports/Dashboards-  watch demo here
    • Beta Feature - Save time while staying up to date by editing multiple records inline on the report run page(Date Fields, Lookups, Picklists, Text, Number and Checkbox fields supported)
    • Beta Feature - With the enhanced report type selector, quickly access recently used report types and view the fields and objects that are included.
    • Dynamic Guage Charts(GA) - Build your gauge chart using report metrics and field values that respond dynamically to your business. 
  • Flows - watch demo here
    • Use the Migrate to Flow tool to convert your workflow rules into flows. Flow Builder can do everything that workflow rules can do and more - watch demo here
    • Leverage Flow Trigger Explorer,which shows all of the flows that are associated with a specified object and that run when a record is created, updated, or deleted
    • Building flows and aligning elements is easier with auto-layout which is now the default canvas layout for flows(GA).
    • In auto-layout, you can quickly access subflows right from the canvas
    • Customize the Previous, Pause, Next, and Finish button label text in Flow Builder 
    • Flows can now be ordered i.e you can define a trigger order value only for a before- or an after-save record-triggered flow on an object. For example, you can prioritize an after-save flow to run before other after-save flows on the Case object. But you can’t prioritize an after-save flow to run before any before-save flows or before an Apex trigger. Multiple flows can have the same trigger order value.
    • Flow name and version now appear on your browser tab titles, which makes easy to find!
    • Use record fields to directly add phone, email, and picklist fields to your flow screens(Beta Feature)
    • Flow Shortcut to access your most frequently used elements from the top of the Add Element menu.
  • Sales Cloud-  
    • Forecast Types and Forecasts Settings brought together so that you get everything on one page.
    • Week-over-week recent changes can be seen for each of the forecast categories in order to adjust sales and forecasting strategies accordingly
    • Use the ObjectTerritory2Association object to find out whether territory assignments were updated or deleted.
    • Using the Territory2ObjectExclusion object, add a list of records that include the account and territory IDs you want to exclude from territory assignment rules.
    • Get notified of Territory assignment rule job status in downstream applications by using the Territory2AlignmentLog object and the Salesforce enterprise messaging platform
  • Performance Assistant -  Pilot Feature - Guides you through the three phases of performance testing: Prepare, Execute, and Analyze and Optimize. 
  • Event Monitoring -
    • Use the CONNECTED_APP_ID field on the API Total Usage event type to better understand where requests are coming from and identify connected or remote apps that make requests to deprecated API versions.
    • Create expanded transaction security policies for permission set events so that you can monitor changes in permission sets and permission set groups(Beta Feature)
  • LWC -  
    • Lightning Web Security (LWS) aims to replace Lightning Locker for Lightning web components is a new client-side security architecture, the result is strong, flexible, usable security for your Lightning web components(GA).
    • Enablement of LWS for production orgs with only custom Lightning web components is scheduled to begin in February 2022.
    • Lightning Web Runtime (Developer Preview) on Node.js is available via the npm Registry.
  • Create criteria-based sharing rules to include records owned by high-volume community or system users .
  • Now, FIELDS() returns results consistent with the org when included in any query statement(SELECT FIELDS(ALL) FROM Account LIMIT 200)
  • Use the ApexTypeImplementor object to find Apex classes that directly or indirectly implement an interface. Using a SOQL query, you can get information about public or global Apex classes.
  • To streamline user support, admins with high-assurance sessions can log in as other users without triggering multi-factor authentication (MFA) challenges. 
  • Salesforce Optimizer - watch demo here
    •  Assignments for the Manage Users permission now appear in Critical Permissions Assignments instead of assignments for the View All Users permission.
  • Service Cloud -
    • Einstein Bot - watch demo here
      • Build one bot to support over 17 languages.
      • Expand your bot’s reach by deploying bots with the Einstein Bots API. This feature starts and ends bot sessions, accepts bot messages, answers questions, and completes transfers on any channel. Use the Slack SDK to launch Einstein Bots as a Slack app.
      • Previously, you had to deactivate your bot or create a clone to rebuild your model. Now you can update a bot with a click of a button, whether it’s online or offline. 
      • Use the new Generate Completed Goal Log action to identify the point in a dialog flow when a common customer goal is considered complete, such as when the bot returns a knowledge article, generates an order number, or files a case. Then generate reporting metrics to track how often that dialog is reached.
      • Evaluate bot performance right out of the box with new pre-built standard reports(Einstein Bot Reports folder) which include metrics for Article Answers feedback, escalated bot sessions, and more.
    • Knowledge - watch demo here
      • With the new Copy Article Link button in Knowledge layouts, you generate a link that points to the latest published version, even if you update the knowledge article after creating the link.
      • Knowledge articles now show accurate view counts.
      • Images added to knowledge articles are available full size in a pop-up window.

    • Routing -  watch demo here
      • You can see agents online and offline status durations and their assigned work capacity, plus manage their queues and skills.
      • Customize the supervisor experience with filtered views in Omni Supervisor tabs.
      • When setting up a record-triggered flow to route non-real-time work, such as cases, leads, or custom objects, call an Omni-Channel subflow to use Omni-Channel flow features.
  • Experience Cloud - watch demo here
  • You can archive up to 100 sites, and archived sites don’t count against your Salesforce limit of 100 sites. And if you change your mind, you can always unarchive the site(GA) - watch demo here
  • Salesforce CMS app is renamed as  Digital Experiences App     
  • Put Your Site in Maintenance Mode While Making Updates by Clicking on Deactivate to put your site in maintenance mode.
  • Run Flows for Guest Users Is Being Deprecated for all orgs from summer 22 release
            
  • Lightning App Builder - watch demo here
    • A new prompt in the Lightning App Builder takes you to the Lightning Usage App, which lists the desktop record pages with a median estimated performance time (EPT) of 4 seconds or longer.
    • In Lightning pages new Tableau CRM Collection component can be added as collections of curated dashboards and lenses

Sandbox Preview- Review the below video to understand sandbox preview/importance of cut off date


 

Spring 22 sandbox preview cutoff date is Jan 6th, 2022. Refresh your sandbox between now and Jan 6th to redirect to preview instance as per sandbox preview instructions article. Post Jan 7th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to spring 22 on Jan 7th/8th, 2022 and non preview instances on Feb 11th/12th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview.

Friday, 24 December 2021

Salesforce Setup Audit Trail/Field History Tracking

 Lets understand in detail, what is Setup Audit Trail

Field History Tracking Tutorial -


 


Agenda:

What is a Audit Trail in Salesforce

What is the purpose of Audit Trail
Various changes that can be tracked
Demo

Setup Audit Trail Track various changes:

Administration

Profile

Permission sets and Groups

Customization

Security and Sharing

Data Management

Development

Various Setups

Using the application


To review other interesting Salesforce Tutorials, please visit our youtube channel sfdconestop:

https://www.youtube.com/c/sfdconestop

Monday, 20 December 2021

Avoid Soql using Custom Metadata Type - Platform Developer I Certification Maintenance (Winter '22)

Code without getInstance - 

public class CountryCodeHelper {
  public static string getCountryCode(String country) {
    Country_Code__mdt countryCode = [
      SELECT Id, MasterLabel, Country_Code__c
      FROM Country_Code__mdt
      WHERE MasterLabel = :country
      LIMIT 1
    ];
 
    return countryCode.Country_Code__c;
  }
}

Efficient code by avoiding soql and leveraging getInstance method for custommetadata Types - 

Use the getInstance Method to Retrieve Custom Metadata

public class CountryCodeHelper {
  public static string getCountryCode(String country) {
   Country_Code__mdt countryCode= Country_Code__mdt.getInstance(country);
    return countryCode.Country_Code__c;
  }

Platform Developer I Certification Maintenance Winter 22 Trailhead/Certification Maintenance link here


Friday, 26 November 2021

SfdcOneStop Youtube channel

SfdcOneStop youtube channel has hit a milestone of 1100+ subscribers with 60+ salesforce video's and has been listed as one of  Top Salesforce Youtube Channels on the web which provides detailed business use case to viewers.

New to Salesforce, watch getting started video here -


 


Please feel free to subscribe below sfdconestop youtube channel to be notified of new videos -

https://www.youtube.com/c/sfdconestop


Salesforce MFA - https://youtube.com/playlist?list=PLReSpXrazNv6Rg_eyJcMWqeU1FaQuoo5q
Salesforce Integrations - https://youtube.com/playlist?list=PLReSpXrazNv7s6PnG5dQNNq9MNH3KxYgi
Salesforce Surveys - https://www.youtube.com/watch?v=r_Fj3-I3Ws4
Service Cloud covering topics like Chat/Omni/Bot/Milestones and so on- https://youtube.com/playlist?list=PLReSpXrazNv515d00Mzo8eN4UifPNIkNL
Experience Cloud - https://youtube.com/playlist?list=PLReSpXrazNv5wgbxMLViNhfpb9-ifJnfp
Sales Cloud - https://www.youtube.com/playlist?list=PLReSpXrazNv7sydtuqWvWdoyFvXvFSaF-
Salesforce CPQ - https://www.youtube.com/playlist?list=PLReSpXrazNv7PKTy6g7QI049tt07pMkSo
Reports&Dashboards - https://www.youtube.com/playlist?list=PLReSpXrazNv4pyk9mAPuQVVxDbcUIDOfp
Salesforce Beginners Tutorial - https://www.youtube.com/playlist?list=PLReSpXrazNv4zCEqII5CM3X2MlzPQvZhQ

Thursday, 11 November 2021

Salesforce MVP 2022 Nominations - Open

Nominations for the 2022 Salesforce MVP class, last date is  December 3, 2021.

Nominate your favorite trailblazer here by taking 10 minutes of your time, here is the template to be filled in while nominating.

Anybody can nominate any trailblazer who has contributed in any way to the Salesforce community be it through mentoring/blog post/meetups/videos.

 

 

Sunday, 5 September 2021

Winter'22 Interesting Features/SneakPeak

Winter'22 Release Notes - https://help.salesforce.com/s/articleView?id=release-notes.salesforce_release_notes.htm&type=5&release=234

Sign up Pre Release Org - https://www.salesforce.com/form/signup/prerelease-winter22/

Sandbox Preview Cutoff Date - August 26

Winter22 Key Features - 

  •  Custom profiles can now be created using SOAP API from scratch instead of cloning
  •  Inline editing is now supported for date, picklist, and lookup fields.
  •  SOAP/Bulk/REST API V21 to 30 are being retired

Sfdconestop is back with few other interesting topics along with 40+ Salesforce videos covering different clouds, please feel free to subscribe sfdconestop youtube channel to be notified of new videos -

https://www.youtube.com/c/sfdconestop/playlists

Salesforce Dynamic Forms/Dynamic Actions

Dynamic Forms sfdconestop video - https://youtu.be/Ne9ZE8anRnA

Dynamic Actions sfdconestop video - https://youtu.be/HgzcBUXK_nM

With Dynamic Forms, you can migrate the fields and sections from your page layout as individual components into the Lightning App Builder. Then, you can configure them just like the rest of the components on the page, and give the users of that page only the fields and sections that they need.

Wednesday, 1 September 2021

Salesforce DataLoader

SfdcOneStop DataLoader Session 1 -


 

https://www.youtube.com/c/sfdconestop


Use Data Loader when:

  • Data Loader is supported for loads of up to 5 million records.You need to load into an object that is not yet supported by the import wizards.
  • You want to schedule regular data loads, such as nightly imports.
  • You want to export your data for backup purposes.

Tools Available within Salesforce App-

1) Data loader desktop app

2) Dataloader.io - Dataloader.io is free you can import, export or delete up to 10,000 records per month.

This limit resets itself on the first day of the month. If you need higher limits please check our professional and enterprise subscriptions. 


Use the import wizards when:

  • You are loading less than 50,000 records.
  • The object you need to import is supported by import wizards. To see what import wizards are available and thus what objects they support, from Setup, enter Data Management in the Quick Find box, then select Data Management.
  • You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.
  •  Assets, cases, campaigns, contracts, documents, opportunities, and products can’t be imported via import wizards.

Bulk API does not support queries with any of the following:

  • GROUP BY, OFFSET, or TYPEOF clauses
  • Aggregate functions such as COUNT()
  • Date functions in GROUP BY clauses (date functions in WHERE clauses are supported)
  • Compound address fields or compound geolocations fields

 

Tuesday, 31 August 2021

Salesforce Flows/Process Builder/Workflows

Admin can leverage different salesforce tools like Flows,Process Builder(PB), Workflow to automate the business process based on business use case.

For new business use case/implementations, it is recommended to go with Flows against to workflow/PB



Salesforce Screen Flow SfdcOneStop Session 1 -

https://www.youtube.com/watch?v=dNf91oMNrd8

Salesforce Screen Flow Invoked from Experience cloud SfdcOneStop Session 2 -

https://youtu.be/GirI4M1iI_w

 

 

Thursday, 27 May 2021

Reports/Dashboards Tutorial

Salesforce Reports&Dashboards Video's on SFDCONESTOP youtube channel - https://www.youtube.com/playlist?list=PLReSpXrazNv4pyk9mAPuQVVxDbcUIDOfp


 

To check if the report is in private folder, run the below soql -

SELECT Id, DashboardId, CustomReportId, dashboard.developername, dashboard.title, dashboard.foldername, dashboard.folderid, dashboard.createdby.name FROM DashboardComponent USING SCOPE allPrivate WHERE CustomReportId='key in id'


Report Performance best practices -

  • Its important to educate users and have governance in place to ensure Reports that aren't used for N days are deleted from the org without taking user consent to ensure org performance is not impacted. To get the org data one time insights leverage report run functionality to extract/review instead of saving.
  • Ensure to use selective filters to improve the performance of the reports like use AND instead of OR, EQUALS instead of Contains, shorter date ranges, standard index fields like name or any other relevant.


Dashboard Performance best practices -

 

Monday, 24 May 2021

Helpful Productivity/backup Tools

Thursday, 22 April 2021

Salesforce Summer '21 Release Highlights/Interesting Features

Summer21 Release Notes - https://help.salesforce.com/articleView?id=release-notes.salesforce_release_notes.htm&type=5&release=232

Pre-Release Org Signup- https://www.salesforce.com/form/signup/prerelease-summer21/

Sandbox Preview Cutoff Date - May 6th (https://help.salesforce.com/articleView?id=000357271&type=1&mode=1)

Sfdconestop Youtube channel(covering different salesforce topics with business use case) -

Summer 21 Interesting Features - 

  • Hard limit of total custom fields per object has been increased from 800 to 900
  • Use the new Active Licenses tab in the Lighting Usage App to monitor org's active, assigned, and available licenses. Note - The Lightning Usage App isn’t available for sandboxes. Data for the Active Licenses tab is collected on Sunday each week
  • Analyze Custom Lightning Components performance on the lightning record page
  • Record Access Reason i.e. sharing hierarchy is now available in LEX, now no need to switch to classic to review the sharing reason
  • Ability to share records owned by high volume users by creating guest user sharing rules
  • Restriction rules is available as a Beta feature and available for custom objects, contracts, tasks, and events, can be created using Tooling/Metadata API. Without restriction rules, users with access to an account can see its contracts, tasks, and events, even when the organization-wide default is set to Private.
  • Default values on dependent picklists are available on accounts, opportunities, cases, contacts, leads, and custom objects.
  • Beta Feature - Ability to set an expiration dates while assigning users to a permission set or permission set group so you can control when the user's permissions would expire based on use case
  • Mass actions now available in split view i.e. No need to open a separate list page—act on multiple records at once
  • Aura components in the ui namespace are deprecated and are not supported. Recommended to migrate to LWC
  • Quick actions can now be created with LWC, also now a new custom label and a reference to that custom label in an existing Lightning web component can be deployed in a single deployment unlike earlier.
  • Legacy versions 20.0 and earlier of the Salesforce Platform API are deprecated and no longer supported by Salesforce.
  • Active and Inactive picklist values usage along with max allowed can be tracked from the object detail page, Unrestricted bound picklists have a limit of 1,000 on active picklists and a limit of 4,000 on inactive picklists.
  • A limit of 4,000 on inactive values for unrestricted picklists is set by default to improve the performance/user experience(https://help.salesforce.com/articleView?id=release-notes.rn_forcecom_fields_inactive_picklist.htm&type=5&release=232)
  • Topics for Objects is now available in LEX with Summer 21
  • For Salesforce sessions, can now redirect all expired tabs in your browser to a custom logout URL
  • Salesforce Optimizer PDF report feature is no longer available after June 2021.
  • Inline Editing is now available in reports as a Beta Feature, also dashboard image can now be downloaded in LEX
  • With Summer21, using "Send to List", surveys can be sent to bulk participants
  • Auto add new custom fields to custom report types is now GA
  • Define Apex to run database operations in user mode or system mode by using AccessLevel parameter
  • Using Event Monitoring, api version usage can now be tracked with the API Total Usage event type in the EventLogFile object. Also User_Type field can be used to track whether the event initiated user is authenticated or guest user
  • Transfer Chat Conversation while in an active Messaging Session is available by just a click
  • MFA Assistant is now available to collect early feedback on the MFA user experience
  • Lightning component changes i.e. when users create,change or delete can now be tracked using audit trail

Summer21 Enforced Release Updates -

  • Disable Access to Non-global Apex Controller Methods in Managed Packages (Update, Enforced)-This update corrects access controls on Apex controller methods in managed packages. When this update is enabled, only methods marked with the global access modifier are accessible by Aura components from outside the package namespace. These access controls prevent you from using unsupported API methods that the package author didn’t intend for global access.
  • Enforce Access Modifiers on Apex Properties in Lightning Component Markup (Update, Enforced)-This update makes Lightning components consistent with the use of Apex properties in other contexts. For example, a markup expression can no longer access an Apex property with a private Apex getter. This release update doesn’t affect usage of Apex setters.
  • Convert the Read Only Standard Profile to a Custom Profile (Update, Enforced)-This update converts the Read Only standard profile to a custom profile, which allows you to edit     permissions in this profile as your business needs require. This update was first available in Spring ’21 and is enforced in Summer ’21.
  • Require Verification When Experience Cloud Users, Partners, and Customers Change Their Email Address (Update, Enforced) - To protect user accounts against security threats, Salesforce now requires Experience Cloud users, partners, and customers to verify their email address changes. This update, first available in Winter ’21, was scheduled for auto-enforcement in Spring ’21, but was postponed to and is enforced in Summer ’21.

 Reports&Dashboards Summer21 Features -

Video on reports/dashboards summer21 features/inline editing in reports -

https://youtu.be/G60OSbkc48U

Thursday, 7 January 2021

Salesforce Spring 21 Release Highlights/Interesting Features

 Spring21 Release Notes -

https://help.salesforce.com/articleView?id=release-notes.salesforce_release_notes.htm&type=5&release=230

  • Aura components in the ui name space are being depracated from May 1, 2021, replace with the alternative lightning namespace
  • Create a Lightning Web Component Action (Pilot), pilot feature to add LWC component as object specific quick action
  • Manual sharing is now available in LEX
  • Roles can now be increased to 5000 from the default 500 limit by contacting support
  • Customer MetadataType Limits can now be tracked over system overview page
  • Auto track the metadata changes between your local project and a sandbox by below command -sfdx force:source:status -u username
  •  Lightning Flow is now called as Salesforce flow, similarly lightning flow/process builder are called as flow/process builder
  •  Flows debugging is made easy as now one can click a link in the error email to open flow builder to see the failed flow path
  • Enhancements to the lightning page performance on desktop/mobile to review the performance breakdown by component/EPT/Page load time
  • Leverage the static custom metadata type methods to retrieve information so to avoid soql queries
  • Release updates will be enforced as part of spring21, please find the detailed list https://help.salesforce.com/articleView?id=release-notes.rn_ru.htm&type=5&release=230