Salesforce: Cloud Scheduler aka New Meeting Request

Cloud Scheduler allows your users to request meetings with customers and coworkers, and lets customers and coworkers select when they can meet before organizers confirm meeting times. The New Meeting Request button lets users request meetings using Cloud Scheduler. It's added by default in the Home page under Calendar component, and in Open Activities related list for contacts, leads, and person accounts (if enabled).

If you not see New Meeting Request button in the Home page, make sure Calendar component is added to your Home page layout. After that also make sure Show Requested Meetings in the Calendar Section on the Home Tab is selected under Setup | Customize | Activities | Activity Settings. When this is selected, you will see Scheduled Meetings and Requested Meetings tab under Calendar.

"Show Requested Meetings in the Calendar Section on the Home Tab" NOT selected

"Show Requested Meetings in the Calendar Section on the Home Tab" is selected

For New Meeting Request button in Open Activities related list of Lead and Contact, make sure the button New Meeting Request is added to the page layout.

When you use Cloud Scheduler to request a meeting with a contact, a lead, a person account, or a coworker, Salesforce creates a unique Web page for your meeting that displays the proposed meeting times. When invitees visit the page, they select the times that work for them and send you a reply. Salesforce tracks all the responses so that you can pick the best time to meet when you confirm the meeting.


Tips:

• You must have at least read access to the contacts, leads, and person accounts that you request a meeting with.
• Each invitee must have an email address specified in their record so Salesforce can send them a meeting request.
• You can invite up to 50 people to a meeting. Invitees can consist of only contacts, leads, or person accounts, only coworkers who use Salesforce, or a combination.
• You can propose up to five meeting times by picking times in the calendar.
• Recommend you to install Salesforce for Outlook so you can sync your calendar events between Salesforce and Microsoft® Outlook®
• Your meeting’s Web page displays all messages between you and the invitees. This includes messages that invitees write when responding to your request.
• If you requested the meeting from an Open Activities related list, the meeting appears on the detail page for that contact or lead only. It doesn’t appear on the Open Activities related list for any other invitee. For example, if you requested a meeting with Jane Smith from her contact detail page and then clicked the To field to invite John Doe, the requested meeting only appears on the Open Activities related list for Jane Smith and not John Doe. If you requested the meeting from the Calendar section on the Home tab, the meeting doesn't appear on the Open Activities related list for either Jane Smith or John Doe.

Currently Meeting Request only available for weekday, vote this idea to include weekend in the meeting request https://success.salesforce.com/ideaView?id=08730000000jA8pAAE and this idea https://success.salesforce.com/ideaView?id=08730000000I4z9AAC


Reference: How Cloud Scheduler Works in Salesforce Classic

Cloud Scheduler to begin phased retirement with Winter ‘17

Salesforce: Personal Groups

Public Groups is one of the most famous and widely use feature in Salesforce, with contain a set of users, it can be individual users, other groups, the users in a particular role or territory, or the users in a role or territory plus all of the users below that role or territory in the hierarchy.

Only admin (or users with Managed Users permission) can create Public Group. Public Group can be used from sharing rules, manual record sharing, report/dashboard folder sharing, list view visibility and etc.

What is Personal Group? 
Personal group is not so popular compare to Public Group. Personal Group are intended only for the user themselves to create and manually add members.

Salesforce user can create and manage their own personal group from Name | My Settings | Personal | My Groups, from here you click New Group or edit or delete existing group. Each user can create more than 1 personal groups.

While Public Group only for system admin to setup, Personal Group can only be created, edit, "seen" and used by the User himself (no one else can access it).

Personal Group Usage
Once your personal group created, you can use it to share records to this specific group. But, make sure your Salesforce admin to add Sharing button to the page layout.

If there is no personal group created, you will not see Personal Groups option in drop down menu. Before Personal Groups created:

Once Personal Groups created:

Reference:

• Public Groups vs. Personal Groups
• Granting Access to Records
• Create and Edit Groups

Salesforce Verification Code

To help protect your organization’s data from unauthorized access, Salesforce by default implement identify verification code. When you login to Salesforce from unknown network, or from new computer / device, or with new browser, or just clean your web browser cache. Salesforce will send you verification code via  mobile SMS or via email, if you do not add mobile number to user user profile.

But, can we skip this verification code? Yes by adding Trusted IP ranges, users in IP ranges can log in without receiving a login challenge for verification of their identity.

Adding trusted IP Ranges (you define a list of IP addresses) to Network Access 
Navigate to Setup | Security Controls | Network Access
This setting will be applicable for the whole users in the org.

Another security measure is to white-list only range of valid IP addresses from which users can log in to Salesforce. User login from IP Addresses not in IP ranges defined will be restricted to access Salesforce. To setup this restriction, navigate to Setup | Manage Users | Profiles - select a profile and scroll down to Login IP Ranges. When user login from this IP ranges, they will not get verification code as well.
This setting will be applicable for all users in the Profile.

In summary:

Network Access (available for all editions)

• Setting trusted IP ranges under Setup | Security Controls | Network Access opens access to users accessing Salesforce from the trusted IP addresses. Users will not be challenged with the 5-digit verification code to authenticate the IP address from where they are logging in. All the customer apps and integration will not need the security token.
• These can only be added or removed by a system administrator. Removing them from the Network Access will not revoke access from these IP addresses.

Profile-Based IP Restrictions (Available in Enterprise, Unlimited, Developer)

• You can set IP Restriction under each profile. This will restrict access, and users will only be able to log in from the IP addresses listed.
• ​Users will not be able to access Salesforce from any IP that is not listed in the range. They will receive a Restricted IP error when logging in.
• ​This setting is recommended for organizations with users who log in only using VPN or their public corporate network IP addresses.
• ​Please make sure that all the IP ranges for your apps and integration are added as well.

Reference:

• Being Asked for an Identity Verification Code on Every Login
• Set Trusted IP Ranges for Your Organization
• Retrieve verification code by SMS, email or Salesforce Authenticator app
• What is the difference between Network Access, Session Settings, and Profile-Based IP Restrictions

Campaign Member Status & Responded

New campaigns have two default member status values: “Sent” and “Responded”. You can edit them or create new ones.

• Click Advanced Setup on a campaign detail page.
• Click Edit.
• Update the existing entries or add new values.
• Click Add More as needed to add additional entries. You can add up to 50 entries.
• Select one entry as the “Default” value.
• Choose which values will be counted as “Responded.”  Members with “Responded” values are tallied in the Total Responses field on the campaign. Status marked as Responded will cause a field called Responded to True (API Name = HasResponded)

But, you will also notice there is a field in Campaign Member object called Status, and when you click that field, you will see a few values there, and there are no New button to add value.

So, how this work? When user add new Status entry in Campaign detail page, if the Status doesn't exist in field Status in setup, system will auto add the new values, this is totally different with others picklist values.

Modifying the Responded checkbox has broad effects. When you select or deselect the Responded
checkbox, campaign statistics and campaign member details change accordingly. Specifically, the fields Responded, Last Responded Date, and Last Modified change on the campaign member record. For example, if you're working with a status called “Attended” and you select the Responded checkbox for it, existing campaign members whose status is “Attended” will then be counted as responses in campaign statistics and the aforementioned date fields will update.


Reference: Customizing Campaign Setup

Salesforce: View All Campaign Members Report

For those of you who have got an error message when clicking the View All Campaign Members link in a Campaign and get the error message "URL Has Moved".

If you are a Salesforce admin, follow this step to fix it permanently in your org:

1. Navigate to Setup | Customize | Campaign | Buttons, Links, and Actions
2. Click Edit in the View All Campaign Members link
3. Edit the URL from
   /camp/rptcmpgncalldown.jsp?scope=1&scopeid={!Campaign_Name}
   to
   /00O?scope=1&rt=5&scopeid={!Campaign.Name}

4. Done

Now, all of your users should get the right report name "Campaign Call Down Report".

Edit Aug 2023, the above step is only applied in Classic, but who is using Classic in 2023?

To get a similar report in Lightning:

• Create a new report using the "Campaigns with Campaign Members" report type, make sure to store the report in a public folder or other folders that are accessible by your users
• Set filter: Show all campaigns and filter with a campaign name
• Note the report URL
• Add a new custom link in the Campaign object under "Buttons, Links, and Actions"
• Add a report parameter at the end of the URL, e.g. https://mydomain.lightning.force.com/lightning/r/Report/00OHt000007MOIKMA4/view?fv0={!Campaign.Name}
• Add the custom link to the Campaign page layout and save it

Salesforce: Who add Contact/Lead to Campaign?

In many organizations, Campaign is owned by Marketing, but Contact and Lead is owned by Sales. By default, all users can add Contact/Lead to Campaign as Campaign member.

There are many ways to add Contact/Lead to a Campaign as member, see this blog.

You can run a report with report type 'Campaigns with Campaign Members' to get all the members related to the campaign and other information for that members.

When you run the report, notice 3 important dates:
- Member First Associated Date: when is the member added to Campaign
- Member Status Update Date: when is last status update of the member
- Member First Responded Date: when is the status flip to Responded

But, the report do not have info on who add the Contact/Lead as member, it can be added by sales rep, marketing user, or by someone else.

Solution:
1. Custom Field
Create a custom formula field with return type = Text.
CreatedBy.FirstName + " " + CreatedBy.LastName
So, just use the custom field to report type 'Campaigns with Campaign Members'.

2. Custom Report Type
Create custom report with Primary object = Campaigns and relate to Campaign Members.
Find Created By: Full Name field in Campaign Members object.
This field will show who is the user who add the Contact/Lead as member.