tag:blogger.com,1999:blog-83708167801461955462024-03-18T17:47:55.591+08:00SimplySfdc.comUnknownnoreply@blogger.comBlogger683125tag:blogger.com,1999:blog-8370816780146195546.post-4726676993568166012024-02-16T11:07:00.004+08:002024-02-16T11:08:57.594+08:00Salesforce: Salesforce Authenticator Re-RegistrationBackground: 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 Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-25974115794549958482024-01-15T15:45:00.004+08:002024-01-15T15:46:29.055+08:00CRM Analytics: Sync Widget to other LayoutsIn 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 Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-77915188308734344482024-01-08T16:33:00.007+08:002024-01-08T16:34:22.998+08:00SimplySfdc in 2023Because 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
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* compare 2023 to 2022
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1Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-61558918336098165432024-01-08T15:01:00.001+08:002024-01-08T15:15:12.947+08:00Salesforce: Natural Language Search filterSearch 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: AccountCaseContactLeadOpportunityTaskNatural language search isn’tUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-70284401931496310542023-12-07T22:25:00.002+08:002023-12-07T22:25:37.939+08:00 Understanding complex Salesforce customizationEvery Salesforce org is different, and as a Salesforce admin or developer, you may
inherit the customization built by a team or consulting company that is no longer engaged,
and worse, there is no good documentation available.
Panaya has released an AI-powered solution,
helping Salesforce professionals understand complex customization by
translating them into simple language.
The tool can also Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-72381014916293298482023-11-30T16:15:00.004+08:002023-11-30T16:15:53.802+08:00CRM Analytics: URL tipsIn scenarios when we can't open a dashboard or dataset via "click", here are some shortcuts.Open Dashboard JSON EditorAdd "/json" at the end of the Dashboard Id, e.g., https://domain.lightning.force.com/analytics/dashboard/0FK34000000KzniGAC/jsonExplore Dataset https://domain.lightning.force.com/analytics/lens/new1/dataset/0FbHr000000dSdAKAUIf you are wondering what "new1" is, you can changeUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-39737006539523520222023-11-28T14:43:00.006+08:002023-11-28T14:46:05.989+08:00Salesforce: Reason for Access in SharingIn an old blog written many years back, you can check the reason for access of a record to a user using the Sharing button. There is a slight difference in information given in Classic compared to Lightning.Classic:https://domain.my.salesforce.com/setup/own/entitywhylist.jsp?id=0060o00001TvlTM&uid=00590000000OugmLightning:https://domain.lightning.force.com/lightning/r/Opportunity/Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-78941650006007876352023-11-25T22:02:00.001+08:002023-11-29T21:44:11.531+08:00Image Upload on Salesforce: The Capabilities and LimitationsAre you already using images on Salesforce? If not, you should be, as making your Salesforce more visual has benefits that exceed simple time saving and productivity increases. Image usage can empower your end users to do their jobs in the most effective way possible.Here's how you can upload images natively in Salesforce:1. Uploading files through standard buttons (and in Flows)The standard “Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-49823085230599838602023-10-26T21:05:00.013+08:002023-12-01T15:36:17.954+08:00Salesforce: Case AgeIn the Salesforce report, we can quickly add the 'Age' field to the report; it is even more flexible, where we can select the "unit" in Minutes, Hours, and Days. But before we discuss this further, let us agree on what is Case Age? For open cases, the elapsed time from creation to the presentFor closed cases, the elapsed time from creation to the closing time of the caseBecause 'Age' in the Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-34583215552468793432023-10-23T07:33:00.001+08:002023-10-23T07:33:35.779+08:00CRM Analytics: Salesforce Output ConnectionFor those who use CRM Analytics, we know that we can use dataflow/recipe to prepare datasets, which means transforming data for use in dashboards. Additionally, using a recipe, you can use the data prepared (with transformed data) to store in Salesforce or another Salesforce org. Imagine that CRM Analytic experts now become a specialist without the need to write scripts for Apex Scheduler.Push Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-58362380975875895252023-10-17T17:08:00.004+08:002023-12-01T11:42:14.477+08:00Salesforce: Related componentsThere are many components available in Lightning Page Builder related to the child object, parent, or child of the parent. Let us discuss each component here:Related ListThis component will show all "related lists" (child objects) that are added to the Classic page layout assigned. There is nothing new here; all setup is done in the Classic page layout. It will show all data from the child Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-64547008503740032232023-09-28T16:52:00.007+08:002023-09-28T17:08:33.658+08:00CRM Analytics: Build Cumulative Percentage ChartUse case: show the percentage of runners who finish the 5 km run in less than 35 minutes, less than 40 minutes, less than 45 minutes, and 45 minutes or above.Here are the steps1. Create a Compare Table2. Clone "Count of Rows" column3. Edit cloned "Count of Rows"4. Select "Running Total" from f(x), you can add a header too5. Switch to Query mode to calculate the percentageHere is the original Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-28315734754013745622023-09-26T17:04:00.002+08:002023-09-26T17:04:46.122+08:00Bucket field in CRM AnalyticThere are a few options to bucket field in CRM Analytics; let us see each option:Scenario: field name = Option, bucket value A, B, C as "Executive", D, E, F as "Premier", all others as "Standard".1. SAQL in the dashboardEdit the widget and hit query modeq = load "SalesData1";q = filter q by 'Country' == "Singapore";q = filter q by 'Option' is not null;q = foreach q generate (case when Option in [Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-57314672420508901252023-09-24T22:05:00.005+08:002024-02-27T10:03:03.388+08:00System 'Name' fields length and maximum lengthCommon and useful system 'Name' fields length and maximum characters length:Account Name = 255Opportunity Name = 120Contact First Name = 40Contact Last Name = 80Lead First Name = 40Lead Last Name = 80User First Name = 40User Last Name = 80Profile Name = 255Permission Set Name = 80 Campaign Name = 80Task Subject = 255Event Subject = 255Case Subject = 255User Role Name = 80File Title = Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-90022806971769487852023-08-14T22:14:00.002+08:002023-08-16T10:49:01.424+08:00Salesforce: Report Inline Editing Limitation and IssueReport Inline Editing is a great feature where users are able to edit the data (multi fields and multi rows) easily via report. The same thing can be done via list view, but more flexible than list view:Not all users able to create/edit public list viewNeed to add record type as a filter in list view if the object has multiple record typeList view inline editing does not support controlling or Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-2486655326990992492023-08-14T16:06:00.012+08:002023-08-14T16:12:27.145+08:00Salesforce field deletionIn a blog written many years back Delete Custom Field, we shared items that will block and allow for field deletion.Undelete field in Salesforce is also very simple, it will restore the field with data, but the admin need to note and perform a few actions as mentioned here:How to restore deleted Salesforce fields Manage Deleted Custom Fields Fields deleted with the data will be stayed Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-26144710302609259722023-07-04T15:48:00.005+08:002023-07-04T15:48:56.146+08:00Salesforce: Query on Group and GroupMember Group object is quite unique as it stores multiple types of data, from Public Group, Queue, Role, etc., you can see all the Type values in this article Group.Note: The Type for Public Group is RegularSample query: SELECT Type, COUNT(Id) FROM Group GROUP BY TypeFor user members in Group and Queue can be a query to the GroupMember object. Sample query:All queue with queue membersSELECT Id, Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-64399311055609954742023-06-27T14:24:00.002+08:002023-06-27T14:25:45.888+08:00Salesforce Data StorageWhen your company purchased a Salesforce org., it will be allocated with a certain space of data storage, plus the number of licenses acquired and type of Salesforce edition. For the details, check the references below.You can see the Used Data Space from Company Information in the setup menu. The screenshot below shows that Org has used 56% or 11.2MB of the allocated data storage.To get the Unknownnoreply@blogger.com1tag:blogger.com,1999:blog-8370816780146195546.post-25771088990241347812023-05-14T22:21:00.000+08:002023-05-14T22:21:27.467+08:00CRM Analytics: Multivalue fieldWe shared a blog about working with multivalue fields almost two years ago with dataflow, where we read the multivalue field as a text field and used the computeExpression node to create a multivalue field. In this blog, we have something similar, except the source field is a text field separated by comma.Here is the sample data in Salesforce:The need: to have a list widget in CRM Unknownnoreply@blogger.com1tag:blogger.com,1999:blog-8370816780146195546.post-68969857054957056152023-05-09T21:41:00.007+08:002023-09-22T10:53:17.651+08:00Salesforce: Dynamic Forms controlling Field TypeOne of the benefits of using the dynamic form is the ability to show and hide fields live based on Record field value selected or enteredUser, e.g., profile, time zone, custom field, etc.Parent record fieldsBut, not all field types can be used as a controlling field, as per the Summer '23 release, here is the list of field types that can be used: Auto Number Checkbox CurrencyEmailUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-29925926586403612822023-05-09T15:39:00.005+08:002024-01-15T15:36:13.633+08:00CRM Analytics: Adding existing widget to different layoutsBackground: We have a CRM Analytics dashboard with default (web) and mobile layout. As the business grows and changes, we need to add more widgets to the dashboard.Adding widgets to a dashboard is easy by dragging and dropping the new widget into the canvas. But, doing the same activities two times on web and mobile layout is not fun.So, here is the step to "copy" the widget from one to another Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-59200185298712116862023-04-23T21:09:00.002+08:002023-04-23T21:09:34.053+08:00Salesforce: Dynamic form by Record TypeBackground: Universal Container uses many record types in the Case object, one of the new requests is fit to use the dynamic form feature, but does not want to impact all existing record types which still use page layout.Solution: create a new lightning record page (or clone from the existing one) and assign it to: A specific appThe new record typeAll profiles that will use the new lightningUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-12359773471222740742023-04-22T15:11:00.001+08:002023-04-22T15:12:21.995+08:00Salesforce: Query all Objects As admin/developer, you can easily see all objects available in an org., but sometimes we need to get the list of the objects. Of course you can manually copy and paste from the Object Manager, but that is not ideal. Salesforce provide ability query using Tooling API from version 32.0 and later. EntityDefinition provides row-based access to metadata about standard and custom Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-55194915931591910332023-01-30T13:14:00.005+08:002023-02-02T06:53:06.878+08:00Salesforce: Field History Tracking for ActivitiesActivity in Salesforce is represented by Task and Event objects, they are special objects with a few limitations compared to other standard and custom objects, one of them being field tracking.Before the Spring '23 release, you can't track field changes in the Activity, with community members creating and voting this in IdeaExchange that earned 33000+ votes.The spring '23 release allows us to Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-8370816780146195546.post-69613711814949929122023-01-04T14:17:00.003+08:002023-01-04T14:17:58.561+08:00Salesforce: Object tab visibility in AppA tab of an object is very useful and increases user daily productivity with fewer clicks, the tab will be visible in an app based on multiple settings, let's dive into it.First, for a user to able to see the tab, the user must have access to the object via Profile or Permission Set. Default tab -- this mean, the tab will be always visible to the user, and users can't remove it from the Unknownnoreply@blogger.com0