Salesforce: Account Hierarchy columns & Recently Viewed columns

Can we customize the Account Hierarchy columns?

Classic - NO
This is the article and this is the idea.

Lightning - YES
Here is the article and here the steps:

• From Setup, at the top of the page, select Object Manager.
• In Account, click Hierarchy Columns and then click New button if never created, or Edit link to edit the columns.
• You can include up to 15 columns.

When you create Hierarchy Columns, system will auto create a new list view called "Org_Account_Hierarchy" and added to the Accounts list view menu, you can rename it, but not to change the sharing setting, deleting this item resets the columns to the defaults.

By default -- no hierarchy column setup, account hierarchies display the same columns as the Recently Viewed Accounts standard list view. However, the list view columns don’t change when you customize the hierarchy columns.

Recently Viewed List
In Classic, when we click a tab, such as Accounts tab, by default it will show "Recent Accounts" with columns defined in Search Layouts - Tab

While switching to Lightning, click Accounts tab will bring open the "Recently Viewed" list view (if pinned list view has not changed), list view columns in "Recently Viewed" is defined in Search Layouts - Search Result. This view isn’t deletable, change the visibility, or rename.

However, you will found another list view with a similar name but include object name in Lightning, e.g. Recently Viewed Accounts, however, we cannot configure the columns for this view (until Summer '19 release), and unable to delete, change the visibility, or rename it. So the easier is just to ignore it.

Reference:

• Unable to customize the standard 'Account Hierarchy' view in Classic UI
• Set Up Account Hierarchy in Lightning Experience
• Select Fields to Display in the Recently Viewed List on Object Home Pages in Lightning Experience
• Duplicate view when viewing 'Recently Viewed' objects in Lightning

Einstein Analytics: SAQL in computeExpression with samples

computeExpression is one of the most powerful features in Dataflow in computeExpression, you can "add" fields without having to change the source data.

1. Get field value - TEXT
'CreatedBy.Role.Name'
as the field name contains a dot, use ' before and after the field name

2. Set a text value - TEXT
"RoleName"
always use " before and after the value for text

3. Get current date - DATE
now()

4. Get the first 18 characters - TEXT
substr('RECORD_ID', 1, 18)
field name use enclosed by '

5. Get the first 18 characters with len() - TEXT
substr(UltimateParentPath, len(UltimateParentPath)-17,18)

6. Combine text - TEXT
'CreatedDate_Year' + "-" + 'CreatedDate_Month' + "-" + 'CreatedDate_Day'

7. Combine text in case - TEXT
case when isDuplicate is null then 'Name' else 'Name' + " (" +'Username'+ ")" end

8. Using multiple when in Case and compare Text - TEXT
case when 'Opportunity.Sales_Type__c' == "A" then "Type A" 
     when 'Opportunity.Sales_Type__c' == "B" then "Type B"  
     else "Type C" 
end

9. Check is Null - TEXT
case when 'Opportunity.Name' is null then "Yes" else "No" end
using is null keyword

10. Check is Not Null - TEXT
case when 'OptySplit.SplitOwnerId' is not null then 'OptySplit.SplitOwnerId' else 'OwnerId' end
using is not null keyword

11. Use && and ! as alternative - TEXT
case when 'Owner.Name' is null && !('Queue.Name' is null) then "Queue" 
     when !('Owner.Name' is null) then "User" 
     else "N/A" 
end

12. Use && and ! as alternative to get field value - TEXT
case when 'Owner.Name' is null && !('Queue.Name' is null) then 'Queue.Name' 
     when !('Owner.Name' is null) then 'Owner.Name' 
     else "N/A" 
end

13. Simple bucketing - TEXT
case 
  when Value == 0 then "[1] 0"
  when Value <= 1000000 then "[2] 0-1M"
  when Value <= 25000000 then "[3] 1M-25M"
  when Value <= 100000000 then "[4] 25M-100M"
  else "[5] 100+M"
end

14. Get numeric value from field - NUMERIC
case 
  when Type_Data is not null and Type__c = "Type A" then Annual_Data
  when Type_Value is not null and Type__c = "Type B" then Annual_Value
end
else is not always needed
' is not a must if field not contain dot

15. Check Neglected Case - TEXT
case when DaysSinceLastActivity >= 60 then "true" else "false" end

16. Check Is Lost - TEXT
case when 'IsClosed' == "true" && 'IsWon' == "false" then "Yes" else "No" end
there is NO BOOLEAN in Einstein Analytics

17. Using IN - TEXT
case when 'Opportunity.StageName' in ["Stage 1", "Stage 2", "Stage 3", "Stage 4"] then "true" else "false" end

18. Check is Overdue - TEXT
case when ('IsClosed' == "false") && (daysBetween(toDate(substr('ActivityDate', 1, 10), "yyyy-MM-dd"), now()) > 0) then "true" else "false" end
using daysBetween() function

19. Get Days Overdue - NUMERIC
case when 'IsOverdue' == "true" then daysBetween(toDate(substr('ActivityDate', 1, 10), "yyyy-MM-dd"), now()) else 0 end

20. Check is between 2-30 days - TEXT
(case when date('TIMESTAMP_DERIVED_Year', 'TIMESTAMP_DERIVED_Month', 'TIMESTAMP_DERIVED_Day') in ["30 days ago".."2 days ago"] then "yes" else "no" end)
using date() funtion

21. Check is Yesterday - TEXT
(case when date('TIMESTAMP_DERIVED_Year', 'TIMESTAMP_DERIVED_Month', 'TIMESTAMP_DERIVED_Day') in ["1 day ago".."current day"] then "yes" else "no" end)

22. Check is Past Due - TEXT
case when IsClosed == "false" && (toDate(CloseDate_sec_epoch) < now()) then "true" else "false" end
using toDate() and _sec_epoch field

23. Duration in Second - NUMERIC
date_diff("second", toDate(ValidFromDate_sec_epoch), now())
using date_diff() function

24. Check Is Closed - TEXT
case when daysBetween(toDate(ActivityDate_sec_epoch), now()) >= 0 then "true" else "false" end

25. Get days since last activity - NUMERIC
case    
   when LastActivityDate is null then daysBetween(toDate(LastModifiedDate_sec_epoch), now())   
   when LastModifiedDate > LastActivityDate then daysBetween(toDate(LastModifiedDate_sec_epoch), now())   
   else daysBetween(toDate(LastActivityDate_sec_epoch), now()) 
end

26. Get Past Due Date - NUMERIC
case when IsClosed == "false" && (toDate(CloseDate_sec_epoch) < now()) then daysBetween(toDate(CloseDate_sec_epoch), now()) else 0 end

27. Get Opportunity Age - NUMERIC
case when IsClosed == "false" then daysBetween(toDate(CreatedDate_sec_epoch), now()) else daysBetween(toDate(CreatedDate_sec_epoch),toDate(CloseDate_sec_epoch)) end

28. Get Lead Age - NUMERIC
case when ('IsConverted' == "false") then daysBetween(toDate(CreatedDate_sec_epoch), now()) else daysBetween(toDate(ConvertedDate_day_epoch), toDate(CreatedDate_day_epoch)) end

29. Get Case Duration - NUMERIC
case when ('IsClosed' == "true") then ('ClosedDate_sec_epoch' - 'CreatedDate_sec_epoch')/86400 else ('CurrentDate_sec_epoch' - 'CreatedDate_sec_epoch')/86400 end

30. Get Opportunity Age - NUMERIC
case
   when ('ConvertedOpportunity.Name' is null) then 0 
   when ('ConvertedOpportunity.IsClosed' == "false") then ('CurrentDate_sec_epoch' - 'CreatedDate_sec_epoch')/86400  
   else ('ConvertedOpportunity.CloseDate_sec_epoch' - 'CreatedDate_sec_epoch')/86400 
end

31. Converting Created Date to PST - DATE
toDate('CreatedDate_sec_epoch'-3600*8)

Reference:

• Arithmetic Operators
• Comparison Operators
• Logical Operators
• String Operators
• case
• Date Functions

Einstein Analytics: using Allow disjoint schema to transform dataset

Here is the use case, we have multiple columns for each type to store value, this cause we can't really easily build a chart when the values are spread across many columns.

Solution: to transform the data source by splitting into many rows and using 1 column.

Dataflow

Inside computeExpression computeTYPE1 nodes:

Inside Type_TYPE1 Computed Field:

this is text, which is the field name

Inside Value_TYPE1 Computed Field:

this is numeric, which is the field value

Do the same for computeExpression Type 2 and Type 3. Then, combine all the data using append node

Once we have all the values spread across rows, use sliceDataset transformation to drop the original Type 1, Type 2, Type 3 fields.

Reference: 

• Data out of Shape? Dataflow Append Doesn't Mind
• append Transformation

Salesforce: User current app

Question: is there a way to check what is the user current app?

Answer: yes, but only for Lightning.


UserAppInfo
Since API version 38.0, Salesforce introduces an object called UserAppInfo, this object stores the last Lightning app users logged in to.

Sample query: SELECT Id, UserId, AppDefinitionId, FormFactor, CreatedById, CreatedDate, LastModifiedById, LastModifiedDate FROM UserAppInfo WHERE UserId = '00580000004JEfS'

Notes:
- AppDefinitionId: the ID of the last Lightning app that the user logged in to.
- FormFactor: The relative size of the app as displayed, values are:
     Small—suitable for a small device like a mobile phone
     Medium—suitable for a tablet
     Large—suitable for a large display device, like a monitor

Since AppDefinitionId is updateable, this means we can mass update the users' app.


AppDefinition
This object represents the metadata of an app and its navigation items. This object is available in API version 43.0 and later.

Sample query: SELECT DurableId, Label, UiType, Description, DeveloperName, MasterLabel, NavType, UtilityBar FROM AppDefinition ORDER BY Label

Notes:
- DurableId: instead of Id, DurableId represent App Id as in use for UserAppInfo
- UiType: option: Aloha for Classic, and Lightning
- NavType: option: Standard and Console
- UtilityBar: only available for Lightning


Reference:

• UserAppInfo
• AppDefinition

Salesforce: Finding Reports and Dashboards from Private folder

Use case: unable to delete report because it used in dashboards.

When you try to delete the report, Salesforce returns the following error:

Report cannot be deleted
One or more dashboards depend on this report. Please delete the dashboard components referring to this report and try again. 

The issue is, it does not tell us which dashboard content report that we want to delete.

So, let us find the related dashboards.

1. Create Report Type 
Reports (A) with at least one related record from Dashboard Components (B)
You can add Dashboard information to this report, such as:
- Dashboard ID
- Dashboard Running User (run as specified user, or let authorized users change running user)
- Folder
- Running User (this is viewing user name)
- Running User Active
- Title

You may find in some of the reports, there is no Dashboard info, even the report type is Reports with at least one related record from Dashboard Components, this is pretty confusing, right?

Possibility (1)
The dashboard has been deleted, you are right, however, once the dashboard is deleted (in recycle bin), the system allows you to delete the report.

 If you see from the above screenshot, the first line does not have dashboard info, this because the dashboard is deleted, and system allows me to delete the report, so this does not fit our use case.

Possibility (2)
The dashboard is stored in someone Private folder.

The difference here, we can see dashboard Title and no other info. For this case, we cannot delete the report.

2. Query from Private folders
For the case of reports used as the source of dashboards that stored in someone private dashboard, you need to query from Private folder. You need to have this permission Manage all private reports and dashboards, then you can query dashboard and report in Private folder. You also need to add  'allPrivate' query scope to find Reports and Dashboards in private folders.

To return reports in private folders that haven't been run for more than one year:
SELECT Id, OwnerId FROM Report USING SCOPE allPrivate WHERE LastRunDate < LAST_N_DAYS:365

To query reports inside a specific User's private folder:
SELECT Id FROM Report USING SCOPE allPrivate WHERE OwnerId = '005A0000000Bc2deFG'

To query all dashboards stored in User's private folder:
SELECT Id, Title, FolderName, FolderId, CreatedById, LastModifiedById FROM Dashboard USING SCOPE allPrivate ORDER BY Title 

Note:
For Dashboard:
- You should look at FolderId - this is where the dashboard or report stored.
- The dashboard or report can be created by someone else, so don't look at CreatedById.

For Report:
- Looks for OwnerId, this will tell you who owned the report stored in the private folder.



Reference: Delete Reports and Dashboards from personal or private folders

Einstein Analytics: deployment with Change Set

As Einstein Analytics is deeply integrated with the Salesforce platform, we can deploy Einstein Analytics asset as a Change Set from the Salesforce platform.

Here are a few finding related to Einstein Analytics asset deployment with Change Set:

1. Change Set able to deploy Dataflow to target org, event in the target org is not enable for sync. You need to enable sync for the ability to create dataflow manually in Data Manager.

2. For dashboard and lens deployment, if the app does not exist yet in the target org., you need to deploy the app as a component within the same Change Set, otherwise, the deployment will fail.

3. Change Set will deploy Dataset, but it will not move the data, you need to re-run dataflow or re-export the data, otherwise, the Dataset will not visible in Analytics Studio. However, dashboard and lens will visible in Analytics Studio, but you can't open them until the dataset is visible in Analytics Studio.

4. Change Set able to deploy Lens and Dashboard without Dataset.




Reference: Migrate Analytics Assets with Change Sets