Email Composers in Email-to-Case

Salesforce is transitioning email editor for Case (to be clear, this is not for email in other standard or custom objects) to a modern editor based on HTML 5.
 
Existing Case Email Composer

New Case Email Composer

The new editor provides new features, including:

• Full-screen mode
• Printing
• Undo and Redo buttons
• Format painting
• Emoji picker
• Resizability
• A more responsive toolbar
• Smart copy-paste functionality

Large recipient lists are no problem now that you can drag—or copy and paste—recipients' email addresses, attachments, and inline images.

You can manually transition to the new editor by navigating to Release Updates in the setup menu and looking for Transition to the Lightning Editor for Email Composers in Email-to-Case. As per the current timeline, this needs to be completed before 1st Sep 2024.

Reference:

• Transition to the Lightning Editor for Email Composers in Email-to-Case

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:

• Disconnect Salesforce Authenticator from a User’s Account

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

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%

* compare 2023 to 2022

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%

* Australia was #6 in 2022 and #5 in 2021

* Germany was #7 in 2021

* France was #6 in 2021

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%

* Mumbai was #5 in 2022

* Chennai was in #7 in 2022 and #6 in 2021

* Bengaluru was in #2 in 2022 and #6 in 2021

* London was #4 in 2022

* Pune was #3 in 2022 

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%

As mentioned in the previous year's blog, a screen resolution of 1536x864 probably is 1920x1080 resolution with the display set to 125% zoom, and 1280x720 is 150% zoom of 1920x1080, so in total, 1920x1080 contributes to more than 55%. 

The resolution of 1920x1080 is the standard for most users, and more users move to WQHD (2560x1440) resolution.

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%

Top 5 Popular Pages

Three out of 5 top pages from 2022 reappear in 2023. It is still shocking when there are two-decade-old blogs still appear as top pages in 2023:

1. Salesforce: Export Query Result from Developer Console [2021] (#5~2022)

2. Salesforce: Convert ID from 15 to 18 characters with Excel formula [2018] (#4~2022; #2~2021; #2~2020; #3~2019)

3. Salesforce: Retrieve Report Metadata [2021]

4. Salesforce: ISBLANK() or ISNULL() [2013] (#1~2022; #1~2021; #2~2018; #3~2017; #1~2016; #2~2015; #3~2014)

5. Salesforce SOQL query LAST_WEEK ; LAST_N_DAYS:n ; N_DAYS_AGO:n [2013] 

Two top blogs in 2022 now drop to #6 and #7

6. Salesforce: Email Template with Hyperlink [2021] (#2 in 2022)

7. Salesforce: EmailMessage object [2020] (#3 in 2022; #4~2021)

Reference:

• 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

Natural language search isn’t case-sensitive, and you can use singular or plural, such as account and accounts, which will return the same result; using "my" will return all records that you own, such as my account.

Before that, make sure that you enable "Actionable Instant Results" and "Natural Language Search" under Einstein Search Settings in the setup menu.

Note: Einstein Search is not available in Developer Edition, as per this article.

Here are a few search terms that are practical for your user:

• my account
• my open opportunity
• my open opportunity created last week
• my open task

Check out this article for complete samples.

Adding Natural Language Search filters

On the same settings page, you also can enable "Natural Language Search filters", check out this article for more information about the filter.

Here is the sample result, where you can change the filters. Notice that the system now shows the filters applied as drop-down, compared to the 1st screenshot, where it just shows a description of the filters "Owner Johan Yu • Object Account • Billing State/Province Ny • Office State/Province Ny | Sorted by Last Modified Date".

Reference:

• Natural Language Search Examples
• Use Natural Language Search Filters

Understanding complex Salesforce customization

Every 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 copy the explanation and use it to create documentation. The solution supports the following component types: Apex Code, Validation Rules, Formulas, and Flows.

Check out this link for more info.