Pages
Friday, May 17, 2024
CRM Analytics: Recipe and Dataflow case sensitive
Thursday, May 2, 2024
Salesforce: Custom Object without Tab
https://domainname.lightning.force.com/lightning/o/objectname__c/new
https://domainname.lightning.force.com/lightning/o/objectname__c/list?filterName=Recent
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
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'
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.
Reference:
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.
Scenario:
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
Reference:
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.
Tuesday, April 9, 2024
Email Composers in Email-to-Case
Existing Case Email Composer
- Full-screen mode
- Printing
- Undo and Redo buttons
- Format painting
- Emoji picker
- Resizability
- A more responsive toolbar
- Smart copy-paste functionality
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.
Reference:
- Generate Unique CRM Analytics Dashboard Layouts for Different Devices
- CRM Analytics: Adding existing widget to different layouts
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% |
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% |
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% |
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% |
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% |
- SimplySfdc in 2022
- SimplySfdc in 2021
- SimplySfdc in 2020
- SimplySfdc in 2019
- SimplySfdc in 2018
- SimplySfdc in 2017
- SimplySfdc in 2016
- SimplySfdc in 2015
- SimplySfdc in 2014
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
- my account
- my open opportunity
- my open opportunity created last week
- my open task