Tuesday 28 December 2021

Salesforce Spring22 Release Sneakpeek/Interesting Features

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

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

Monday 17 August 2020

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

Wednesday 15 July 2020

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

Friday 26 June 2020

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

Friday 12 June 2020

Salesforce Automation Best Practices

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

Tuesday 19 May 2020

Interesting Salesforce Chrome Extensions/tools for Productivity


SOQL Extractor and Analyzer for SalesForce

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


Salesforce Navigator

Comparison Toolhttps://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcqksUABAnalyze, 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/


Identify hardcode references in your org -
To auto complete text using snippet - https://blaze.today/

Wednesday 13 May 2020

Top Authentication features of Salesforce Summer 20

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

  • 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=



Monday 11 May 2020

Salesforce Availability Tutorial

Salesforce Availability sfdconestop video -
 


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

Salesforce Storage/Org Limits Monitoring/Apex Governor Limits

Apex Governor 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())));
 

Friday 1 May 2020

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
 

Friday 27 December 2019

Test Rest Service Using Postman/Workbench

  • Postman is an API collaboration platform used by over 17 million people. While Postman does much more, it’s most frequently used as an API client. Developers use Postman to send API calls and inspect what comes back.  
  • Review below Postman/RestService demo video -

 
Apps that are hosted on a secure server use the web server authentication flow. 1)To get the access token, follow the below steps -https://login.salesforce.com/services/oauth2/token.
 

2) To extract the record, do a get request and in headers section add Authorization 


3) To do a Post request through workbench, follow the below steps -


Apex Class Code -
@RestResource(urlMapping='/api/Account/*')global class MyFirstRestAPIClass { @HttpGet global static Account doGet() { RestRequest req = RestContext.request; RestResponse res = RestContext.response; String AccNumber = req.requestURI.substring(req.requestURI.lastIndexOf('/')+1); Account result = [SELECT Id, Name, Phone, Website FROM Account WHERE AccountNumber = '12345' ]; return result; } @HttpDelete global static void doDelete() { RestRequest req = RestContext.request; RestResponse res = RestContext.response; String AccNumber = req.requestURI.substring(req.requestURI.lastIndexOf('/')+1); Account result = [SELECT Id, Name, Phone, Website FROM Account WHERE AccountNumber = '12345' ]; delete result; } @HttpPost global static String doPost(String name,String phone,String AccountNumber ) { Account acc = new Account(); acc.name= name; acc.AccountNumber =AccountNumber ; insert acc; return acc.id; } }
 
To review the limits
/Services/data/v50.0/limits

Friday 2 August 2019

Community/Experience Cloud Certification

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
 
Experience Cloud Certification would be a tough exam if you do not have hands on experience on Community cloud. I have followed the trailmix and study guide to get a good hold on all the community related topics. 
 
Watch sfdconestop experience cloud tutorial to understand the use case - https://youtube.com/playlist?list=PLReSpXrazNv5wgbxMLViNhfpb9-ifJnfp

Study Guide:
https://trailhead.salesforce.com/help?article=Salesforce-Certified-Community-Cloud-Consultant-Exam-Guide
  • Time allotted to complete the exam: 90 minutes
  • Passing score: 62%
  • Registration fee: USD 200, plus applicable taxes as required per local law
  • Retake fee: USD 100, plus applicable taxes as required per local law


Trailmix:
https://trailhead.salesforce.com/en/users/sfdcfan/trailmixes/community-cloud-certification

Its very important to have hands on in implementing community in developer org to avoid confusion and eliminate the wrong answers.

It is recommended to go over quizlet and proprofs to get an hold on the sample questions and to self assess.
Self Assessment -Proprofs

Go through the below blogs as well for quick revision -
http://www.salesforcechris.com/community-cloud-consultant-resource-guide/
http://www.alwaysablezard.com/salesforce/salesforce-certified-community-cloud-consultant-exam-tips/

Thursday 11 April 2019

Org Migration Readiness

During an org migration, your org moves from one instance to another. If you follow our best practices, this maintenance should be seamless. Below are some frequently asked questions regarding org migrations. Pre & Post org migration checklists attached.


Frequently Asked Questions

What actions do I need to take to prepare for an org migration? What will happen if I don’t follow Salesforce Infrastructure Best Practices?
If you are not following our best practices outlined on the Plan and Prepare for Org Maintenance and Releases site, your end users may not be able to access Salesforce after the maintenance is complete.
In order to avoid unintended service disruptions, you may need to take the following actions:
i. Enabling My Domain (NOTE: My Domain is required for customers that have requested the org migration.), and if you have any hard-coded references (for example, na1.salesforce.com) make sure that you update them to relative URLs (for example, login.salesforce.com or your My Domain subdomain) prior to the org migration.


Will an org migration impact Live Agent?
It's possible. During an org migration, your org’s instance name changes. When this happens, the URL you use to access Live Agent/SOS changes. Chat clients and deployment code supplied by Salesforce react to this change and appropriately forward HTTP requests to the new endpoint, but some third-party or custom applications, including Live Agent custom REST clients, may not. These custom applications will not be able to find your account on your previous instance and will likely fail.

To minimize impact to your Live Agent/SOS implementation, follow best practices and ensure your Live Agent custom REST client can properly redirect requests to a new instance of the Live Agent service following any maintenance involving a move for your org. The best method to avoid these issues with your custom client (which, again, will not automatically direct requests to the correct endpoint) is to handle the SwitchServer response and use the 'newUrl' property for the request that resulted in this response and all subsequent requests thereafter. For more information on updating your custom client and testing, read the, How to update your Live Agent custom client when your org instance changes article. This will ensure your custom client will not encounter issues after a site switch, and will provide you ample time to later update the endpoint used from the start of its execution.

For more information about Live Agent endpoints and what is meant by hard-coded Live Agent references, review the article, Live Agent server (endpoint URL) has changed and now Live Agent Chat is no longer working.








Site Switch Readiness


What is a Site Switch?

Each Salesforce instance is built and maintained in two geographically separate locations. An instance is actively served from one location (the active site) with transactions replicating in near real-time to the other completely redundant location (the ready site). This infrastructure model allows us to switch the location of the active site for maintenance, compliance, and disaster recovery purposes, which is referred to as a site switch.

During site switch instance would remain the same instance however will be supported from the secondary data center. During Site switch org will be in read only mode for about an hour.
 
Email IP addresses Whitelist -

 
Important Actions

A. Subscribe to Trust Notifications to know when site switches happen.

B. Follow Salesforce infrastructure best practices by not restricting access to Salesforce IP ranges, removing hard-coded references, and by setting your DNS timeout value to 5 minutes (default setting).

C. Customers with Live Agent/SOS custom clients should ensure those clients can properly handle redirects to the new active site, otherwise a disruption to your Live Agent service can occur. The best method to avoid these issues is to handle the SwitchServer response and use the 'newUrl' property for the request that resulted in this response and all subsequent requests thereafter.
Frequently Asked Questions


1. How does Salesforce communicate a site switch?

Planned site switches are posted to the maintenance calendar on our Trust site at status.salesforce.com. If we need to perform a site switch during an incident to bring an instance back online, the incident record on status.salesforce.com will be updated to reflect that information. Sign up for Trust Notifications regarding your instance to receive maintenance notification emails (reminders, starting, updates, and completed) as well as incident notification emails (new, updates, resolved, and root cause). See the Trust Notification User Guide for more information on how to sign-up for these emails.

2. How long does a site switch take?

Currently, site switches can take approximately one hour to complete. As we improve our operational processes through practice and reiteration, our goal is reduce this window. For planned site switches, we post the anticipated site switch activity window to Trust.

3. Can I opt out of a site switch?

Individual orgs cannot be opted out of a site switches. Due to the multi-tenant architecture of our infrastructure, all orgs on the instance must undergo a site switch at the same time.

Planned site switches are only scheduled during preferred system maintenance windows. We ask that you plan maintenance activities for your Salesforce org (software upgrades, integration changes, etc.) outside of the preferred system maintenance windows.

4. Will I be able to access my org during a site switch?

During planned site switches, your org should be available in read-only mode for the duration of the site switch activity unless otherwise stated. If, for any reason, read-only mode will not be available, the maintenance record on Trust will be updated to reflect the expected impact to availability.

5. What actions are required to prepare for a site switch?

If you already follow our infrastructure best practices by not restricting access to Salesforce IP ranges and setting your DNS timeout value to 5 minutes (default setting), a site switch should be seamless to your users.

Otherwise, if you are restricting access to certain IP ranges or data centers, then update your network settings to include the complete list of Salesforce IP ranges in order to avoid any unintended service disruptions following a site switch. And if you control your DNS timeout values set, then you may need to refresh your DNS cache and restart any integrations following the maintenance.


6. How does a site switch impact previously scheduled activities (weekly exports, Apex jobs, etc.) and Apex callouts?

Ongoing activities will be paused prior to the site switch and resumed following the site switch. Activities scheduled during the site switch will start following the site switch.

A small subset of Apex, Batch Apex, REST API, SOAP API, and Bulk API jobs started prior to the site switch may return an error following the maintenance window. If you receive an error resulting from a previously scheduled job following the maintenance window, restarting the job will return the expected results. We recommend rescheduling large or long-running jobs after the site switch completes for the most seamless experience.Apex callouts to external services will continue to execute during the maintenance, and since these frequently result in follow-up DML calls to the Salesforce application, you may experience issues with intended program flows as the application will be in read-only mode. We recommend preventing these callouts from executing in read-only mode. For more information on how to prevent these callouts, see Apex Callouts in Read-Only Mode.


7. How does a site switch impact Web-2-Lead, Web-2-Case, and Email-2-Case activities?

Web-2-Leads, Web-2-Cases, and Email-2-Cases that occur during the site switch will be queued and processed following the completion of the site switch.


8. Will a site switch impact Live Agent?

Yes. During a site switch, your org’s active site gets switched to the ready location, and the ready site gets switched to the active location. When this happens, the URL you use to access Live Agent/SOS changes. Chat clients and deployment code supplied by Salesforce react to this change and appropriately forward HTTP requests to the new endpoint, but some third-party or custom applications, including Live Agent custom REST clients, may not. These custom applications will not be able to find your account on your previous instance and will likely fail.

To minimize impact to your Live Agent/SOS implementation, follow best practices and ensure your Live Agent custom REST client can properly redirect requests to a new instance of the Live Agent service following any maintenance involving a move for your org. The best method to avoid these issues with your custom client (which, again, will not automatically direct requests to the correct endpoint) is to handle the SwitchServer response and use the 'newUrl' property for the request that resulted in this response and all subsequent requests thereafter. For more information on updating your custom client and testing, read the article, How to update your Live Agent custom client when your org instance changes. This will ensure your custom client will not encounter issues after a site switch, and will provide you ample time to later update the endpoint used from the start of its execution.


For more information about Live Agent endpoints and what is meant by hard-coded Live Agent references, review the article, Live Agent server (endpoint URL) has changed and now Live Agent Chat is no longer working.


9. How does a site switch impact ongoing sandbox refreshes?

Sandbox refreshes that are not completed prior to the site switch will be stopped. The sandbox refresh will restart (not resume) following the site switch. In addition, customers will not be able to initiate a sandbox refresh during the site switch.