Tuesday, April 23, 2024

CRM Analytics: Recipe syntax

Every computer language has its own syntax, the same with query language or formula. Here are the samples of SAQL that are used in Dataflow.

 Since CRM Analytics is moving with Recipe, here are samples of the formula syntax in the Recipe:

String - use '', e.g., 'Singapore'

Field name - use "", e.g., "Account.Id", optional if the field name does not contain dot(s)

Field with blank value - "Opportunity.Id" IS NULL

CASE, e.g., case when Have_Activity = 'Yes' or Have_Opportunity = 'Yes' then 'No' else 'Yes' end

IN with (), e.g.,
case when Type in ('Customer', 'Other') then 'A'
        when Type in ('Customer - Direct', 'Customer - Channel') then 'B'
        else 'C' 

Logical Function
use or, and, e.g., case when Have_Activity = 'Yes' or Have_Opportunity = 'Yes' then 'No' else 'Yes' end

Compare Operator
use != (not <>) as compare operator, also use = (not ==), e.g., Have_Activity != 'Yes'

Current and Previous Quarter
    when quarter(now()) = 2 and (year(now()) = year(LastActivityDate)) then 'Yes' 
    when quarter(now()) = 3 and (year(now()) = year(LastActivityDate)) and (quarter(LastActivityDate) in (2,3)) then 'Yes' 
    when quarter(now()) = 4 and (year(now()) = year(LastActivityDate)) and (quarter(LastActivityDate) in (3,4)) then 'Yes' 
    when quarter(now()) = 1 and ((year(now()) = year(LastActivityDate)) or (quarter(LastActivityDate) = 4 and year(LastActivityDate) = year(now()) -1)) then 'Yes'
    else 'No'

Do you have a great formula to share? Feel free to add in the comment.

Friday, April 19, 2024

CRM Analytics: Adding Salesforce Action in CRM Analytics

Here is the step:

1. Create Salesforce Action --  navigate to Salesforce's object manager, look for the object, click on Buttons, Links, and Actions menu, then click New Action.

2. Add the newly created Action to a Salesforce page layout (this is a must).

3. Configure the Action from the CRM Analytics dataset. 

Once configured, if you have a table widget in the dashboard, you can also set up one-click actions, so by clicking the value, the action selected will be performed, e.g., click the value in Account Name to call the action to edit Industry.



Thursday, April 18, 2024

Salesforce: Public Read/Write Access

What does Public Read/Write access mean for a user? This means all users can view and edit all records for that object, but only when the user has permission to access the object (minimum read access). The object permission can be set in Profile or Permission Set assigned to the user.

For example, if Tom is the owner of Trident Inc.'s record, all users can view and edit it. However, only Tom can change the owner or delete (if he has Delete permission given via Profile or Permission Set) the Trident Inc. record.


1. User Profile (and Permission Set) does not have access to the object

  • Unable to access any records
  • Unable to own records from the object 

2. User Profile (or Permission Set) has Read access to the object

  • Able to own records 
  • Able to access records owned by any users

3. User Profile (or Permission Set) has Edit access to the object

  • Able to own records 
  • Able to edit records owned by any users
  • Not able to change record owner, only record owner (and users above the role hierarchy if Grant Access Using Hierarchies is enabled for custom objects; Grant Access Using Hierarchies is always enabled for standard objects)

4. User Profile (or Permission Set) has Create access to the object

  • Read access will be auto-enabled
  • Able to create records 

5. User Profile (or Permission Set) has Delete access to the object

  • Read and Edit access will be auto-enabled
  • Able to delete records owned
  • Delete permission does not roll up to users above the role hierarchy; even the Grant Access Using Hierarchies is enabled 

So, in other words, View All permission is replaced with Read permission, while Edit All permission is replaced by Edit permission. 

Note: Profile permission access does not roll up to user by Role Hierarchy


Wednesday, April 17, 2024

Salesforce: Finding Child Objects

As a Salesforce admin, seeing the parent objects of an object is easy; just go to the Object Manager, look in Fields & Relationships, and look for fields with type = Lookup or Master-Detail.

However, the other way around, looking for child objects from an object is not straightforward; developers can use getChildSObject()

Here is a way to find child objects, which is using Workbench.

Navigate to Standard & Custom Objects, choose the object, and see items under "Child Relationships"  

The one with cascadeDelete = True is the Master-Detail relationship, while cascadeDelete = False is the Lookup relationship.

Another way to look for custom child objects is by creation action and selecting "Create a Record"

If you know any other ways, feel free to comment.

Tuesday, April 9, 2024

Email Composers in Email-to-Case

Salesforce is transitioning email editor for Case (to be clear, this is not for email in other standard or custom objects) to a modern editor based on HTML 5.
Existing Case Email Composer

New Case Email Composer

The new editor provides new features, including:
  • Full-screen mode
  • Printing
  • Undo and Redo buttons
  • Format painting
  • Emoji picker
  • Resizability
  • A more responsive toolbar
  • Smart copy-paste functionality
Large recipient lists are no problem now that you can drag—or copy and paste—recipients' email addresses, attachments, and inline images.

You can manually transition to the new editor by navigating to Release Updates in the setup menu and looking for Transition to the Lightning Editor for Email Composers in Email-to-Case. As per the current timeline, this needs to be completed before 1st Sep 2024.


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