SfdcOneStop

Wednesday 31 August 2022

Salesforce Enhanced Domains Spring 23 Enforcement

Enhanced domains are required for sandboxes and non-production orgs in Winter ’23 unless you enable an org-level setting that postpones their enforcement until Spring ’23.

When you enable enhanced domains, login URLs for your sites change. Your My Domain login URL changes when you enable enhanced domains in a sandbox. Enhanced domains don’t change your My Domain login URL in production unless you also change your My Domain name or suffix.

When you enable enhanced domains, all URLs across your org contain your company-specific My Domain name, including Experience Cloud sites and Salesforce sites. Also, your URLs don’t change when your org is moved to another Salesforce instance.

Differences Between Sandbox and Production

When you enable enhanced domains, your production My Domain login URL format, MyDomainName.my.salesforce.com, doesn’t change unless you also change your My Domain name. However, enabling enhanced domains in a sandbox adds the word “sandbox” to the org’s My Domain login URL: MyDomainName--SandboxName.sandbox.my.salesforce.com.

Potential Impact

Users can experience errors when attempting to access Salesforce, including but not limited to Experience Cloud sites, Salesforce Sites, and Visualforce pages.
Some embedded content stored in Salesforce no longer appears.
Third-party applications can lose access to your data.
Single sign-on integrations with sandboxes can fail.
Single sign-on integrations with orgs using the *.cloudforce.com and *.database.com domain suffixes can fail.

https://help.salesforce.com/s/articleView?id=sf.domain_name_enhanced_why.htm&type=5

Friday 19 August 2022

Salesforce Winter23 Release Interesting Features

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Winter23 sandbox preview cutoff date is Aug 25th, 2022. Refresh your sandbox between now andAug 25th to redirect to preview instance as per sandbox preview instructions article. Post Aug 25th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release.

All preview instances will be upgraded toWinter23 on Aug 25th, 2022 and non preview instances on Oct 8th/15th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Winter23 release notes - 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.

Winter23 Release Highlights | Demo here -

Bulk Delete Inactive Picklist Values - Beta Feature, From setup, navigate to Data>picklist setting>Enable Bulk Delete Inactive Picklist Values (Beta). You can select multiple values and use one of the new buttons: Delete Selected, Deactivate Selected, Replace Selected, or Activate Selected. This feature is available only for custom picklists with predefined values.
Clone Apps(Beta) Quickly create new Lightning apps by cloning existing apps.
GA - Improve address data accuracy and your users’ experience with Custom Address Fields
You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with Dynamic Forms.
Now when you filter dynamic related lists in the Lightning App Builder, you can select multiple filter values for picklist fields.
Monitor your event publishing and delivery usage easily in Setup for high-volume platform events and change events.
Versions 21.0 through 30.0 of the Salesforce Platform API are being retired in Summer ’23. They are now deprecated and are no longer supported by Salesforce.
Code Builder (beta) is a modern, web-based development environment that makes it easy for you to develop such as Apex, SOQL, and Lightning Web Components, all from within a browser.without downloading software to your local device. Download the app here
GA-Invocable.Action is a new Apex class that allows you to call invocable actions from Apex code.
Use new filtering and browsing capabilities to find and manage your Lightning reports and dashboards. From Setup, in the Quick Find box, enter reports, and then select Reports and Dashboards Settings. Select Enable the Unified Experience for Analytics Home. From the App Launcher, select Analytics.
Filter Custom Report Types by Salesforce Fields (Beta), to enable this contact support
Analyze and report on permission assignments with the User Access and Permissions Assistant.To use this feature, download the app from AppExchange. Complete the tasks to enable the Tooling API for the app. And then create and assign permission sets for users who must access the app.
Beta Feature - Now when you create a field on an object, you can follow best practices and set field-level security for a field on permission sets instead of profiles.

Service Cloud -

Designate a set amount of time after each messaging session for agents to wrap up their work.On the Service Channels page in Setup, find your service channel for Messaging. In the After Work Configuration Time section, select Give agents wrap-up time after conversations, and enter a time in seconds.
Use automation in Omni-Channel flows to route cases to the right agents. When Email-to-Case generates cases from incoming emails, your Omni-Channel flow can determine where to direct them. Previously, Omni-Channel flows didn’t support case routing unless you created a record-triggered flow.
Mark a knowledge article as a favorite without worrying about the article version number or language. Knowledge article favorites redirect to the latest published version, regardless of which version was initially marked as a favorite or whether it was deleted.
Einstein Search for Knowledge is now generally available.
To improve the customer experience, notify customers how long they must wait to speak to an agent.Set up estimated wait time for calls in a phone channel or messages in a Messaging for In-App and Web channel.
To learn more about what Omni-Channel components to set up and get a list of all setup tasks, go to the new Omni-Channel setup home.
To quickly respond to an overflowing queue in the contact center, a supervisor can reassign agents and groups to queues in Omni Supervisor.
Make your supervisors’ jobs easier by adding custom actions to Omni Supervisor. Actions can call screen flows that let supervisors perform tasks such as sending a Slack message to your agents, reassigning work in a queue, or assigning an agent to a different shift.

Flows -

You can now decide when to show the Toolbox for resource and element management while in auto-layout. The Toolbox is hidden by default
The Add Elements dialog box in the Flow Builder canvas now includes a search bar.
GA - Before you activate a record-triggered flow, you can now test it to quickly verify its expected results and identify flow run-time failures.
Workflow rules creation is disabled. You can still activate, deactivate, and edit any existing workflow rules.

Enhanced Domains (Release Update) -

From Setup, in the Quick Find box, enter My Domain, and then select My Domain. In the Routing section of the My Domain page, click Edit, then select Postpone the enforcement of enhanced domains until Spring ’23, and save your changes. Repeat this step in each sandbox or non-production org where you want to postpone the enforcement. This option is unavailable after your sandbox or non-production org is on Winter '23. You can disable enhanced domains until they’re enforced in all orgs in Spring ’23.

Winter23 Enforced Release Updates -

Sunday 17 April 2022

Salesforce Summer 22 Release Sneakpeek/Interesting Features

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

All preview instances will be upgraded to summer 22 on May6th, 2022 and non preview instances on June 4th/11th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Summer22 release notes - here

Summer22 Pre Release org sign up here 21st April

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.

Summer 22 Release Highlights | Demo here -

Permission Set Assignment Expiration - You can Manage Permission Set Assignment Expiration with an Enhanced User Experience is now Generally Available watch demo here

Bulk Delete Inactive Picklist Values - Beta Feature, From setup, navigate to Data>picklist setting>Enable Bulk Delete Inactive Picklist Values (Beta). Available only for custom picklist fields on an object and not available for picklist fields that use a global value set, only available for unrestricted picklists.Throws error for Duplicate values too! watch demo here

Dynamic Related Lists - New component in Lightning App Builder (LAB) called 'Dynamic Related List - Single' which can be configured entirely within LAB including the ability to choose, reorder, and sort columns, add actions, and filter watch demo here

Flows -

Directly from object manager page, you can access Flow Triggers and Flow Trigger Explorer!
Create new flows/order flows using drag/drop from flow trigger explorer page
Migrate to Flows - This feature is now GA, time to migrate all your production workflows to flows! watch demo here
Flows Tests -This feature is beta and used to test the flow logic for any new changes made to existing flow. watch demo here
In Summer ’22, only users with View All Data permissions enabled can debug record- and schedule-triggered flows. Previously, users without the View All Data permissions could debug triggered flows.
You can now delete a flow or process version from a managed package in the org that uploads the package.
Sections with headers are collapsible and always open by default to make screen flow completion more efficient.watch demo here

Search Manager-

Easily view all searchable objects and the search status of each field with Search Manager.

Security-

To enable MFA for all users in your org, from Setup, in the Quick Find box, enter Identity and select Identity Verification. Then select Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org.
To help you test enhanced domains, they’re enabled by default in new and refreshed sandboxes. If enhanced domains aren’t enabled in your production org, you can disable this option.
To avoid potential conflicts between follow-up processes such as CNAME and DNS updates, you can’t make two domain changes that require provisioning within 15 minutes.
To avoid potential conflicts between follow-up processes such as CNAME and DNS updates, you can’t make two domain changes that require provisioning within 15 minutes.

Sales Cloud -

Person Accounts can be enabled without reaching out to Salesforce Support.
Campaign owners can share individual campaign records with other Salesforce users in Lightning Experience.
With custom filters, your sales team can filter by standard number, currency, and picklist fields for forecasts to pinpoint the data to study.When you create a forecast type in the setup flow, select the standard fields and condition logic to filter by. You can add up to three conditions and use the AND operator only.

Experience Cloud -

Mobile Publisher - Two new preconfigured tabs—Home and User Settings—along with a hamburger menu and a back button make it easier than ever for your users to navigate your Experience Cloud mobile apps.
Flows are now available in LWR sites, across all LWR templates. With flows, you can harness the unlimited flexibility of Flow Builder to show screen flows on your site.

Service Cloud -

You can add the Check Availability for Routing action to an Omni-Channel flow to determine the number of agents online and the number of work items waiting to be picked up for the specified routing requirements
Beta Bot feature - Test and iterate on your bot before making it visible to your customers with Text Preview regardless of its activation status or connection to a channel.
Evaluate bot performance right out of the box with 16 new pre-built standard reports.
Milestone timer now stops when a record exits the entitlement process. It’s no longer necessary to stop the milestone timer manually by selecting Is Stopped.
You can enable Auto Accept for all agents at the service channel level against to presence configuration
Omni-Channel Flow supports routing to and from Enhanced Bots, now generally available, on Messaging for In-App and Messaging for Web channel
Create your own bot templates from scratch or from existing bots. You can even package and share your bot templates between orgs or on AppExchange so everyone can use your bot customized for your industry or use case.

Reports/Dashboards-

Generally Available - 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)
The Analytics Home is available as a beta feature to manage Lightning reports and dashboards for a org where CRM Analytics is enabled. From Setup, in the Quick Find box, enter Reports, and then select Reports and Dashboards Settings. Select Enable the Unified Experience for Analytics Home. From the App Launcher, select Analytics.

CRM Analytics-

Tableau CRM is now known as CRM Analytics.

Development -

Apex -You can indicate the mode of the operation by using WITH USER_MODE or WITH SYSTEM_MODE in your SOQL query. This example specifies user mode.Database operations can specify user or system mode.List<Account> acc = [SELECT Id FROM Account WITH USER_MODE];
Invocable.Action is a new Apex class that allows you to call invocable actions from Apex code. For the developer preview, this feature is available only in scratch orgs.
API - API Versions 7.0 through 20.0 of the Salesforce Platform API are now retired and unavailable. Requests to these versions now fail with an error message indicating that the requested endpoint has been deactivated.
API Versions 21.0 through 30.0 of the Salesforce Platform API are now deprecated and are no longer supported by Salesforce, will be unavailable in Summer23.

Productivity Features-

Activity - Due dates for overdue tasks now appear in red, making them easy to spot.
If your company sends email through external services such as Office 365, Gmail, or Inbox, each HVS (High Velocity Sales) rep can send up to 1,000 automated emails a day. HVS automated emails don’t count toward your org’s email or list email limits.

Summer22 Enforced Release Updates -

Tuesday 28 December 2021

Salesforce Spring22 Release Sneakpeek/Interesting Features

Spring 22 release notes - here

Spring 22 Pre Release org sign up here

Spring 22 Release Highlights Demo here -

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.

Spring22 Enforced Release Updates - watch demo here

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

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

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 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

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.

https://help.salesforce.com/articleView?id=improving_report_performance.htm

Dashboard Performance best practices -

https://help.salesforce.com/articleView?id=improving_dashboard_performance.htm&type=5

Lightning Report/Dashboard Technical Requirements -
https://help.salesforce.com/articleView?id=rd_reports_dashboards_technical_requirements.htm&type=5

Monday 24 May 2021

Helpful Productivity/backup Tools

https://profilepowertools.com/ - To review FLS permissions across profiles
https://www.ownbackup.com/ - backup tool
Salesforce Org Doctor is a free, automated tool that will scan your Org against a set of metrics and provide you with a report detailing how well (or not) you're doing in those areas.

http://orgdoctor.herokuapp.com/

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) -

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

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 -

Inline Editing available as a Beta feature from the Report Run Page -Enable Inline Editing in Reports (Lightning Experience Only) from the reports&dashboard settings https://help.salesforce.com/articleView?id=release-notes.rn_rd_reports_inline_editing.htm&type=5&release=232
Ability to auto add new fields to all custom report types
Download the dashboard image to a PNG file

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.

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

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

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 -

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

Tuesday 19 May 2020

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/

Wednesday 13 May 2020

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=