Salesforce Inbox License

We did write how a blog on how to check Einstein Analytics License Assignment, this blog will share about checking Inbox license in Salesforce Classic and Lightning.

Inbox License Assignment is pretty similar to Einstein Analytics License Assignment, you can see how many Inbox total licenses you have, how many licenses used and the remaining licenses in Company Information under Permission Sets Licenses in the setup menu.

Next question, I would like to see who has this license assigned? You can run SOQL to get the list of users assigned with Inbox license, here you go

SELECT Name, Id FROM User WHERE Id IN
(SELECT AssigneeId FROM PermissionSetLicenseAssign WHERE PermissionSetLicense.MasterLabel ='Inbox') AND IsActive=true
ORDER BY Name


Next, if I manually open the user detail, how I can see if the license has been assigned? Is it under Permission Set Assignments or Permission Set License Assignments related list? This is exactly the same with the Einstein Analytics licenses assignment, once you add the Permission Set, the Permission Set License will be auto-added, but not the other way round.

From the above screenshot, once you add the "Inbox With Einstein Activity Capture" permission set, the Inbox license will be auto-granted.


Reference:

• How to view Users assigned Salesforce Inbox licenses

Einstein Activity Capture

Einstein Activity Capture is introduced on Summer '18 release, it is free up to 100 licenses for org with Sales Cloud license. When sales rep connects their Google™ or Microsoft® account to Salesforce, activities from those accounts show up on business and person accounts, contacts, leads, opportunities, quotes, and contracts in Salesforce. Plus, reps get read-only access to the Activities dashboard, which lets them view a summary of sales activities.

Step to enable Einstein Activity Capture:

1. Activate Einstein Activity Capture
Reach out to Salesforce Support to enable Einstein Activity Capture. Once enabled, you should see Einstein Activity Capture under the setup menu.

Then, enable Einstein Activity Capture from Setting menu.

2. Assign Permission Set to user
You need one of the following Permission Set depends on your license:
License = Sales Cloud Einstein --> Permission Set = Sales Cloud Einstein  
License = Inbox --> Permission Set = Inbox with Einstein Activity Capture
License = Sales Cloud --> Permission Set = Standard Einstein Activity Capture

3. User Setup
Once the permission set given to the user, the user needs to configure it from their setup menu. Click username from the top right corner, click Settings,  looks for Einstein Activity Capture, then click Settings. 

It will popup Meet Inbox window, then click Next and follow the wizard.

Then, select a Google or Microsoft account to connect.

Once account added, it will be shown in Connected Account under user Einstein Activity Capture setup menu.

Here you have the option if you want to share the emails and events to Everyone, My Groups, and Only Me.


Activity Sharing

Only Me: 
Events - Others see only the event's date, time, and attendees.
Emails - Others see only an email's sender, recipients, and date.

Everyone:
Events - Others see all details for the event.
Emails - Others see the full contents of the email.

My Groups:
Events - Group members see all details for the event. Others see only the event's date, time, and attendees.
Emails - Group members see the full contents of the email. Others see only the email's sender, recipients, and date.
The group here refers to Private or Unlisted Chatter Group, if you are a member of the group, but it shows You have no groups to share with. To share with a group, join or create a private or unlisted group that allows sharing, this means the group has not been enabled for sharing.

add Enable Email and Event Sharing checkbox

Follow this step to enable Chatter Group sharing:

• Go to the Chatter Group 
• Click on Edit Object from the upper right corner;
• Select Page Layout;
• Add the Enable Email and Event Sharing field checkbox;
• Click Save.
• Then Go back to the Group
• Edit the Group and check the field Enable Email and Event Sharing field checkbox;
• Click Save.

4. The Moment of Truth

Sending an email out using your email client to Contact or Lead
Based on the email sent out, Salesforce will automatically tag the email to the Contact or Lead as Past Activities. You need to make sure the email address in Salesforce is correct.

Contact reply your email
When your contact email you and his/her email address is in Salesforce, the email will auto added as Past Activities too.

What happened if more than one Lead or Contact with the same email address? 
The email correspondence will be linked to all Contact and Lead.


Reference:

• How Admins Set Up Einstein Activity Capture
• How Users Set Up Einstein Activity Capture

Einstein Analytics: Embed Dashboard to Salesforce Classic

As you see in the previous blog Embed Report Chart to Page Layout, adding report charts to record detail page is pretty simple. But, embedding Einstein Analytics dashboard to record detail page is different.

You can add Einstein Analytics dashboard to record detail page similar with Report Chart in Classic, but it will not show when you open the same record in Lightning. In this blog, I'll share on adding Einstein Analytics dashboard to record detail page in Classic only.

When you edit the page layout, notice "Wave Analytics Assets" and all available dashboard can be added to the page layout.

But, not as simple as adding report charts to the page layout, when adding Einstein Analytics dashboard to the page layout to show relevant record being viewed, you need to play a bit with JSON to link record Id to Einstein Analytics dashboard.

Here is the complete format of JSON to add in the field mapping, all words in yellow highlight are keywords.
"datasets": {
    "dataset1": [
        {"fields": ["field1"],
           "selection": ["$selection1", "$selection2"],
           "filter": {"operator": "operator1", "values": [["$value1, $value2"], ["$value3", "$value4"]]}
        },
        {"fields": ["field2", "field3"],
           "selection": ["$selection3", "$selection4"]
        }
    ],
    "dataset2": [
        {"fields": ["field4"],
           "filter": {"operator": "operator2", "values": ["$value5"]}
        }
    ]
}

Sample: when open account page, auto filter Einstein Analytics dashboard with Account being viewed. Add the JSON into Field mapping of Asset Properties.

Let us analyze the JSON code:

1:  {  
2:   "datasets": {  
3:     "OptyWithAcct": [  
4:      { "fields": ["AccountId"],  
5:        "selection": ["$Id"]  
6:      }  
7:     ]  
8:   }  
9:  }  

- line 2: datasets is the keyword, nothing to change
- line 3: OptyWithAcct is the dataset name
- line 4: fields is a keyword, AccountId is API field name in the dataset
- line 5: selection is a keyword, $Id is the API field name from the object, not from the dataset


Let us see the result:

1. The dashboard is automatically filtered with current Account Id.
2. You need to have Account Id as list filter in the dashboard, otherwise, we can't filter the dashboard.


Reference: Embed Analytics Dashboards in Salesforce Classic Pages

Salesforce: Embed Report Chart to Page Layout

Adding a chart from report to record page is pretty simple, as long as you have permissions to create reports, store report to the public folder, and permission to edit record page layout.

Here are few items to check when embedding report chart to object page:
- the report is in a folder that’s shared with users who need access, not in private folder.
- the source report format is summary or matrix.
- the source report has a chart.

You can follow this document to add report chart to a page layout Add a Report Chart to a Page Layout.

Usually, when you embed report charts to page layout, you want to show the relevant data to the current record, such as Total Opportunity Amount by Stage for current Account, for this case, you can use Opportunity standard report type, as Account Id is available in Opportunity report type.

Note: for this scenario, Account Id or Account Name does not need to be present in the report.

When editing the page layout to add report chart, you can select the chart size, appearance, data refresh, and the data filter. Check out this document Filtering Report Charts to Show Data Relevant to the Page.

However, you can add only up to two report charts on a page. The good news, embedded Report Chart in page layout will work in both Classic and Lightning, even you can't see the Refresh button in Lightning, so the best option is to enable "Refresh each time a user opens the page" in the chart properties.

Reference:

• Add a Report Chart to a Page Layout
• Filtering Report Charts to Show Data Relevant to the Page

Einstein Analytics: How to rename Dataflow

Dashboard
You can change dashboard label/title, by open the dashboard click edit, then click the pencil icon next to the title to change it.

Or, by open the dashboard in JSON mode, then change the "label", by default, it would be at the 2nd row, but to get the dashboard API name, follow this blog Dashboard API Name.

Remember you need to save the dashboard for both above options. Another method to change dashboard label is, when you click Save icon to save dashboard, the system will pop up a window and you can change dashboard title from here (this will rename dashboard, not save as a new dashboard).

Lens
To change lens label, open the Lens in JSON mode, you will find them at the top, by default, it would be at 3rd row from the top with "label", remember to save the lens. When you edit Lens in JSON, you will see Lens name too, but unfortunately, you can't save it.

Same as the dashboard, you can rename lens title when click Save icon, change lens title will rename the lens, not save as a new lens.


Dataset
Similar to the dashboard, to rename Dataset label, edit the dataset, then click the pencil icon next to the title to change it. When you edit the dataset, you also can move the dataset to the new app.

App

To rename an app, simply open the app, then click the pencil icon next to the title to change it. 

Dataflow
As of Winter '19 release, we cannot rename dataflows. When edit a dataflow, it will not give us the option to change dataflow name/title. You can vote this idea in IdeaExchange.

However, if you really need to change the dataflow label, here is the workaround:
- Download Dataflow JSON to your local computer
- Create new Dataflow
- Click "Upload JSON" button and upload downloaded JSON file
- Click "Update Dataflow" button to save
- Once the new dataflow is verified, delete the old dataflow.

Case-sensitive VLOOKUP for Salesforce Record Id

Salesforce record Id will always return 15 characters across all objects, and the Id is case sensitive. Of course, if you have admin access, you can create a formula field CASESAFEID(Id) and this will return 18 characters which are case-insensitive.

But, if you have to work with case-sensitive 15 characters and do VLOOKUP in Excel, you need to do extra work, as you probably know that one of the limitations of VLOOKUP is case-insensitive, it means the case is not a consideration in the lookup process, example: 0038000001c9YsM is essentially the same as 0038000001c9Ysm. Hence, VLOOKUP will consider that they are the same and return the first matched, which is totally wrong.

There are a few options you can do for VLOOKUP:

1. Convert 15 to 18 characters
We have shared this in a blog Convert ID from 15 to 18 characters with Excel formula, so you need to have an additional column in the source and lookup data, and use that column for VLOOKUP.

2. Convert to ASCII
This is pretty similar to option 1 above, instead of converting 15 characters case-sensitive to 18 characters case-insensitive, we convert the record Id into ASCII using CODE(), Microsoft Excel CODE function returns the ASCII value of a character or the first character in a cell.

=CODE(MID(A2,1,1)) & CODE(MID(A2,2,1)) & CODE(MID(A2,3,1)) & CODE(MID(A2,4,1)) & CODE(MID(A2,5,1)) & CODE(MID(A2,6,1)) & CODE(MID(A2,7,1)) & CODE(MID(A2,8,1)) & CODE(MID(A2,9,1)) & CODE(MID(A2,10,1)) & CODE(MID(A2,11,1)) & CODE(MID(A2,12,1)) & CODE(MID(A2,13,1)) & CODE(MID(A2,14,1)) & CODE(MID(A2,15,1))

You need to convert both source and column data Record Id to ASCII, then use it for VLOOKUP().


Reference:

• Convert ID from 15 to 18 characters with Excel formula
• 4 ways to do a case-sensitive vlookup in Excel
• Convert Salesforce Ids from 15 to 18 characters