Content related with Salesforce Admin
The post discusses new Salesforce Spring '21 features including Dynamic Action for making object record pages dynamic. It highlights Local Development Enhancement of Lightning Web Component (LWC), customization of lightning-map Base Component, use of Lightning email templates in automation tools, and piloted creation of quick action for LWC.
The blog post provides solutions for the challenges faced while inserting mass CustomMetadataType records in Salesforce org. It suggests using SalesforceDX CLI and explains the process of inserting records using Salesforce CLI. It also mentions an easier alternative of applying a Custom Metadata Loader tool from GitHub.
A guide on automating user addition to specific Salesforce queues or groups using Process Builder and Flow. This involves creating a queue, building a flow with decision and record elements, and setting up a Process Builder on the user object. After configuration, users will be added to their specific queue automatically.
Salesforce API Explorer offers developers a place to test a variety of Salesforce APIs. Now available for developer preview are APIs including B2C Commerce Developer Sandbox, Einstein Prediction Service Scoring, Einstein Vision and Language, Force.com REST sObject Resources, Marketing Cloud REST, and Salesforce IoT.
Invocable processes can be used to modularize logic sections of our operations. The invocable process starts when invoked by another process, where the normal process passes the record into the invocable process. These processes are handy for implementing actions across multiple groups or for nesting logic. An example highlighted involved automating updates based on changes in support levels and regions. To invoke an invocable process, create multiple ones with different criteria in the process builder.
Salesforce has introduced row-level formulas in its Summer '19 update. This allows admins to create custom formulas to display in the report builder, simplifying the usage of various metrics without the need for new fields on objects. Despite being a Beta feature, row-level formulas can be easily enabled in the setup under report and dashboard settings.
The Salesforce Summer '19 release includes "Enhanced Related Lists" designed to simplify system usage and facilitate quick and easy access to information. These lists offer a richer data view, with features like customizable record display, text wrapping, and resizable columns. Users can also filter lists based on various criteria and control action bar visibility. Implementing this feature follows a simple setup process in the lightning experience.
Salesforce is introducing a new feature called "Salesforce Celebration" in summer '19, aimed to celebrate sales landmarks. Whenever sales representatives achieve certain predefined sales milestones, a confetti animation appears on-screen. Administrators have full control over the frequency and triggers of the celebration. The feature is designed to boost morale and add an element of fun to the sales process.
The summer '19 release brings a much-needed feature, the 'Notification Builder'. Unlike previous methods which used workarounds such as chatter group, users can now create and trigger custom in-app notifications using the process builder. The feature allows customization of notification messages and merging fields. Additionally, notifications can be specific to changes to records like 'Opportunity'.