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Friday, February 16, 2024

Salesforce: Salesforce Authenticator Re-Registration

Background: A Salesforce user uses Salesforce Authenticator for MFA; however, the account is removed by accident by mistake, or the app is deleted, or user has a new phone. So, when the user login to Salesforce, the user will get the following popup from the Salesforce Authenticator app. 



Solution: The admin can simply go to the user detail and disconnect "App Registration: Salesforce Authenticator".


Once disconnected, when user login again with username and password, the system will ask the user to add an Account in the Salesforce Authenticator.


Reference:




Monday, January 15, 2024

CRM Analytics: Sync Widget to other Layouts

In the previous blog, we shared that you can manually add widgets that have been added in other layouts. Since then, CRM Analytics has a new feature to enable sync between layouts, which means that when you add a new widget, it will be added to other existing layouts automatically. The same when you delete widgets from a layout; it will be deleted in other layouts too.

Click Manage Layouts from the layout dropdown and make sure Sync is enabled.



Widgets synced to other layouts will be added randomly in other layouts.


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Monday, January 8, 2024

SimplySfdc in 2023

Because Google Analytics changed recently, and the changes need to be setup correctly for the blog. However, I just realized something was wrong in early December 2023, so the traffic data captured is only for 4-31 December 2023, so some of the statistics will be ignored.

New Page 2023 2022 2021 change*
Total New Page 21 37 50 -43.24%
* compare 2023 to 2022


Channel Source 2023 2022 2021
1. Organic Search 86.97% 85.04% 88.58%
2. Direct 10.47% 12.29% 7.78%
3. Referral  2.31% 2.27% 2.88%
4. Social 0.25% 0.39% 0.75%


Top Visitor Country 2023 2022 2021
1. United States 33.08% 32.93% 35.06%
2. India 28.73% 26.57% 27.40%
3. United Kingdom 4.76% 4.63% 4.88%
4. Canada 3.35% 3.30% 3.34%
5. Germany 2.31% 2.76% 2.08%
6. France 2.31%

* Australia was #6 in 2022 and #5 in 2021
* Germany was #7 in 2021
* France was #6 in 2021


Top Visitor City 2023 2022 2021
1. Hyderabad 5.62% 3.66% 3.67%
2. Mumbai 3.29% 1.48% 1.61%
3. Chennai 3.24%

4. Bengaluru 2.87% 3.05% 2.88%
5. London 2.29% 1.59% 1.66%
6. Pune 2.14% 2.07% 2.13%
* Mumbai was #5 in 2022
* Chennai was in #7 in 2022 and #6 in 2021
* Bengaluru was in #2 in 2022 and #6 in 2021
* London was #4 in 2022
* Pune was #3 in 2022 


Top Visitor Web Browser 2023 2022 2021
1. Chrome 87.52% 86.05% 86.94%
2. Edge 8.40% 6.94% 5.20%
3. Safari 2.22% 3.49% 4.02%
4. Firefox 1.49% 2.15% 2.65%
5. Opera 0.29% 0.29% 0.37%


Top Visitor Operating System 2023 2022 2021
1. Windows 69.54% 66.24% 70.01%
2. Macintosh 21.55% 19.81% 20.31%
3. Android 4.36% 8.39% 4.84%
4. iOS 2.13% 3.21% 3.41%
5. Linux 1.09% 1.57% 0.92%


As mentioned in the previous year's blog, a screen resolution of 1536x864 probably is 1920x1080 resolution with the display set to 125% zoom, and 1280x720 is 150% zoom of 1920x1080, so in total, 1920x1080 contributes to more than 55%. 
The resolution of 1920x1080 is the standard for most users, and more users move to WQHD (2560x1440) resolution.

Top Visitor Screen Resolution 2023 2022 2021
1. 1920x1080 26.95% 25.07% 26.26%
2. 1280x720 16.30% 15.69% 14.86%
3. 1536x864 11.93% 10.65% 10.99%
4. 1366x768 6.48% 8.14% 11.40%
5. 1440x900 5.42% 6.42% 7.45%
6. 2560x1440 4.39% 3.77% 3.65%


Top 5 Popular Pages

Three out of 5 top pages from 2022 reappear in 2023. It is still shocking when there are two-decade-old blogs still appear as top pages in 2023:
4. Salesforce: ISBLANK() or ISNULL() [2013] (#1~2022; #1~2021; #2~2018; #3~2017; #1~2016; #2~2015; #3~2014)

Two top blogs in 2022 now drop to #6 and #7
7. Salesforce: EmailMessage object [2020] (#3 in 2022; #4~2021)



Reference:


 

Salesforce: Natural Language Search filter

Search is one of the most use functions in Salesforce; it allows users to search almost anything for data that a user can see, as long as it is configured correctly and not a formula field; check out this blog.

Additionally, Einstein Search also allows you to search using Natural Language Search for core standard objects: 

  • Account
  • Case
  • Contact
  • Lead
  • Opportunity
  • Task
Natural language search isn’t case-sensitive, and you can use singular or plural, such as account and accounts, which will return the same result; using "my" will return all records that you own, such as my account.

Before that, make sure that you enable "Actionable Instant Results" and "Natural Language Search" under Einstein Search Settings in the setup menu.


Note: Einstein Search is not available in Developer Edition, as per this article.

Here are a few search terms that are practical for your user:
  • my account
  • my open opportunity
  • my open opportunity created last week
  • my open task
Check out this article for complete samples.


Adding Natural Language Search filters
On the same settings page, you also can enable "Natural Language Search filters", check out this article for more information about the filter.



Here is the sample result, where you can change the filters. Notice that the system now shows the filters applied as drop-down, compared to the 1st screenshot, where it just shows a description of the filters "Owner Johan Yu • Object Account • Billing State/Province Ny • Office State/Province Ny | Sorted by Last Modified Date".





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