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