How to turn off Salesforce mobile app

Salesforce1 app is nice, it gives you access to your Salesforce data and application with no cost and lower effort to configure. But in some organization, it has to be off due to compliance guidelines or security protocols, administrators may be asked to prevent all User from accessing the Salesforce1 platform.

To completely eliminate your Users' ability to access the Salesforce1 interface, you will need to make the following changes:

1. Connected Apps
Navigate to Setup | Apps | Connected Apps | Manage Connected Apps, click Edit link on Salesforce1 for Android, Salesforce1 for iOS, and Salesforce1 for Windows.

Ensure that the 'Permitted Users' value under 'OAuth policies' is set to 'Admin approved Users are pre-authorized', and click Save.

2. Deactivate from User Profile
Navigate to User Profile and ensure that the 'Salesforce1 for Android', 'Salesforce1 for iOS', and 'Salesforce1 for Windows' permissions are all disabled under the "Connected App Access" section. Once all of these have been disabled, save the changes for the Profile and repeat these steps for all Profiles in your organization.


3. Salesforce1 mobile browser app
To ensure that your Users are not able to access the browser-based version of Salesforce1, navigate to Setup | Apps | Mobile Apps | Salesforce1 Settings. From here, ensure that the 'Enable the Salesforce1 mobile browser app' option is unchecked, and click Save.

Now, let's see what happened when user login to Salesforce1

Next, we need to enable Salesforce1 for a few users to test if Salesforce1 can be approved as the corporate-wide app. There are 2 options:

1. Profile
If all the users are located under the same profile, open the profile and look for Salesforce1 under 'Connected App Access'.

2. Permission Set
This would be more flexible as you can enable it user by users across profiles. Ideally, you should create new Permission Set, click 'Assigned Connected Apps', click Edit button and look for Salesforce1 for... and lastly assign the permission set to the users.

Reference: Salesforce1 - How to Prevent all Users from Accessing the App

Salesforce: Report use in Dashboard

When you are doing reports clean-up, you may not be able to delete reports that are used as the data source for the dashboard.

So, we need to find out the report is used by which dashboard:
1. Create a new custom report type with primary object "Reports"
2. Report type label: "Reports with Dashboard information"
3. Store in Category "Administrative Reports"
4. Click relate to another object
5. Select "Dashboard Components"

6. Save

Now create a new report using above report type created, I would like to add following fields in the report:
- Report Name
- Report Unique Name
- Report ID
- Dashboard: Title
- Dashboard Column
- Dashboard Component ID

Reference: How to identify reports attached to dashboards?

Salesforce Lightning: News in Lightning Components

I thought News component is standard and available to use in Lightning App Builder, but when I edit Home page, I see the News component is not there, the screenshot below taken from "Home" page, the same experience when I go to Account, Contact, Lead, and Opportunity lightning app builder page, I can't find the News component too.

As per this Salesforce article The News Component, News component is available from Group to Unlimited Editions, but why it is not available?

Root cause: this is because News have not enabled for that org. Follow this steps to enable it:
- Navigate to Setup | Feature Settings | Sales | Account Settings
- Tick Enable News
- Click Save

Now, back to Lightning App Builder for Home page, and notice the News component are now available to use, the same when I edit Account, Contact, Lead, and Opportunity lightning app builder page.

Let's see what is offered by News component and where it exists. This component will get instant access to relevant, timely news about customers, partners, and competitors. The News component includes articles and Twitter posts, and is available on Accounts, Contacts, Leads, Opportunities, and the Home page. It provides relevant, timely news items that help you stay up-to-date with the companies, people, and industries you work with. News is available from US news sources in English.


Reference:

• The News Component
• Account Settings

Salesforce Community Champion map

Salesforce Lightning: Customize Fields on Recently Viewed List

When you click a tab in Salesforce, you will see default columns / fields from records recently viewed. For most list views, your users can select which fields to display and how to order the view columns. However, they can’t edit the recent records quick list on object home pages. Only Salesforce admins can select and order the fields to display for the recent records view.

In Classic, to modify fields displayed in the Recently Viewed List on Object home pages, navigate to Setup | Customize | object name | Search Layouts, click the object name Tab, you can select fields would like to show in the Recently Viewed List. You can order columns by selecting one or more fields from Selected Fields and clicking Up or Down.

If you are familiar with the step in Classic, this is different in Lightning Experience. If you follow above steps, the Recently Viewed List on Object home pages will not change. So, follow this steps:

1. From Setup, enter Object Manager in the Quick Find box, then select Object Manager.
2. Click the label name of the object for the Recently Viewed list you want to modify.
3. From the menu of links at the top of the page, click Search Layouts.
4. In the far right of the Search Results column, click arrow icon and select Edit.
5. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.
6. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down.
7. Click Save.

Reference: Select Fields to Display in the Recently Viewed List on Object Home Pages in Lightning Experience

Salesforce: VLOOKUP

Some of us, Salesforce admin, maybe familiar with the popular VLOOKUP() function in Ms Excel from our previous job. But how about VLOOKUP() function in Salesforce? Yes it is exist, but not really very similar. VLOOKUP() in Salesforce able to retrieve a field based on a key data, so they are still not too much different, but in Salesforce, until now Spring 17 release, it only for validation rule, while ideally this should be expand to Workflow and Formula Field, vote for this formula in Ideaexchange.

Here is the fact:
1. This function is only available in validation rules, not in formula field, workflow and so on, see this blog Functions versus Rules matrix.

2. Syntax: VLOOKUP(field_to_return, field_on_lookup_object, lookup_value).

3. The field_to_return must be an auto number, roll-up summary, lookup relationship, master-detail relationship, checkbox, date, date/time, email, number, percent, phone, text, text area, or URL field type.

4. The field_on_lookup_object must be the Record Name field on a custom object.

5. The field_on_lookup_object and lookup_value must be the same data type.

6. The value returned must be on a custom object.

7. You cannot delete the custom field or custom object referenced in this function.


Scenario: when save on Account, system should check if the competitor is correct by looking number of branches.

Solution: create a validation rule with VLOOKUP() function.
Number_of_Locations__c <=
VLOOKUP(
$ObjectType.Competitor__c.Fields.No_of_Branches__c, $ObjectType.Competitor__c.Fields.Name,
Name
)

This function will return No_of_Branches__c from Competitor__c object, based on Name field from Account (you can replace Name here with a custom_field__c) and compare with Name field from Competitor__c object. Number_of_Locations__c and No_of_Branches__c must be in the same field type.

If VLOOKUP() cannot find the competitor name, it will skip the validation rule, and the lookup value is not case sensitive.


Reference: Formula Operators and Functions I–Z