Salesforce

ADVANTAGES:  Process Builder lets you automate more things. Process Builder includes more flexible actions compared with the corresponding workflow actions.  You can create any record instead of just tasks.  The Update Records process action (which corresponds with the field update workflow action) lets you update any related record, while the field update workflow action lets you update only the record or its parent. Process Builder also includes brand new actions that aren’t available in Workflow—such as Post to Chatter and Submit for Approval. Process Builder lets you control the order of your criteria. In Process Builder, you determine the exact evaluation order of your process’ criteria. In turn, within a given process criteria, you determine the order of its actions.  Whereas In Workflow, there’s no way for you to determine which order your workflow rules run in. Process Builder lets you access fields on every related record. In Workflow, you can reference fiel...

Administrator Certification Maintenance (Spring 20) 1.  Custom Button is the feature an admin should configure to allow users to create a new record with prepopulated values. 2. Sales reps need to share the task workload with other sales reps. Task Queue is the feature an admin should recommend for this requirement. 3. Service reps are experiencing low performance on Lightning page loading. Review tips the lightning app Builder is the place where an admin should review suggestions that address this issue. 4. An admin is providing a sandbox for service reps to train on the service console. Data Mask package  an admin should use to obstruct sensitive data when creating the sandbox. 5.  Merged Cases related list  are merged cases accessed when Case Merge settings are enabled with “Keep duplicate cases after merging” selected. 6.  Clone with Related action is the feature an admin should enable to allow users to duplicate a campaign w...

List Views List views let you see records that are important to you. Using filters, you can create customized lists of accounts, contacts, opportunities, or other records in Salesforce.  For example, create a list view of opportunities you own and add a filter on amount to help you find your biggest deals in the pipeline. List views are more than just columns of text. Power up your productivity with list view charts to visualize your data graphically with a handy chart. And it’s all created on the fly without an admin’s help. Visualize data in seconds with list view charts Quickly slice your data how you want by creating filters on the fly Find a favorite list view fast with type-ahead search List View dropdown menu (1) Click ▼ List View DropDown Menu to access your list views. Pin list icon (2) Click    List View Pin Icon to pin a list view. A pinned list is the default list view for that object. A Pinned icon icon indicates a pinned list....

Salesforce Standard Objects Here are some of the core standard objects we’ll be using with Salesforce, and a description of how each one is used. Salesforce CRM allows you to manage and access your data in sophisticated ways that you could never do with a simple spreadsheet. Your records can be linked together to show how your data is related, so you can see the whole picture. Welcome to Lightning Experience Lightning Experience is a modern, productive user experience designed to help you do more and be more efficient. When we’re talking about Lightning Experience, we’re talking about pages in Salesforce optimized for sales and service use. We’re talking about new features that help you focus on the right activities, every time you log into Salesforce.  We’re talking flexible, interactive tools that you can use to visualize data on the fly and work deals in flight. To know more and visualize we need to Log in to Salesforce How you log in will be de...

Welcome to Salesforce!  Salesforce is game-changing technology, with a host of productivity-boosting features, that will help you sell smarter and faster. Note: All the information in this post is taken from salesforce trailhead, So it's genuine. What Is Salesforce? Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. Salesforce has everything you need to run your business from anywhere. Using standard products and features, you can manage relationships with prospects and customers, collaborate and engage with employees and partners, and store your data securely in the cloud. Before Salesforce, contacts, emails, follow-up tasks, and prospective deals might have been organized Separately in different device, storage and places.  If your data is stored in spreadsheets, hidden in emails or text messages, or pinned to your bulletin board, it’s hard to get the full picture of your pros...

I'm assuming you've Basic understanding of Lightning Web Component, I'll be explaining you the syntax that will be generic. HTML: < template > <!-- Header Part -->      < lightning-card   title = "Custom Data table in Lightning Web Components" >          < div   class = "slds-grid slds-gutters" >              < div   class = "slds-col" >                  < span ></ span >              </ div >              < div   class = "slds-col" >                  < span > ...

Lightning Component also refer as Aura Component Or Aura Framework is base on View-Controller Architecture. Refer the Below Image which has been taken from Trailhead Module. Aura architecture Server-Side Controller (Apex): Server calls are expensive, and can take a bit of time. Milliseconds when things are good, and long seconds when the network is congested. You don’t want apps to be locked up while waiting for server responses. The solution to staying responsive while waiting is that server responses are handled asynchronously. What this means is, when you click the Create Expense button, your client-side controller fires off a server request and then keeps processing. It not only doesn’t wait for the server, it forgets it ever made the request! Then, when the response comes back from the server, code that was packaged up with the request, called a callback function, runs and handles the response, including updating client-side data and the user interface. If you’re an exper...

Salesforce is one of the top CRM tool in the market currently. Thanks to the out of the box features and powerful tools inbuilt it is poised to continue being the top performers in the SAAS domain. Apart from the inbuilt ecosystem, Salesforce provides good development platform for developers to write custom code. This allows them to build anything they think of, imagination is the only limit. Thanks to this Developer friendly ecosystem, there are many awesome reusable custom designed components people have developed in Salesforce. Making the platform more robust and popular. As someone rightly said “With great power comes great responsibility” To make sure the code developed is defect free and errorless, there should be a powerful log tracking and analysis tool. Though Salesforce provides the ability to capture and save logs, it lacks few important features like: Log Readability Meaningful Labelling Smart Filtering Quick Component Reference To overcome these limita...

1.        The RECYCLE BIN is now in Lightning, and it’s even better 2.        The new Salesforce Mobile App is a game changer 3.        Printable View for Lists comes to Lightning 4.        Bye-bye Power of One fields. Hello Count Unique Values (Beta) 5.        Start a Flow on a Schedule The RECYCLE BIN is now in Lightning, and it’s even better Now we’ve View, Restore, Delete and The Tab for Recycle Bin. Why people love it: Accidental deletions happen more often than most of us would like to admit, and having the ability to easily find and “undo the oops” without switching back to Classic is on the shortlist of the most highly anticipated “better in Lightning” features. Printable View for Lists comes to Lightning Why people love it: Even if we live mostly in a digital world, there are s...

In real time we develop some business requirements in salesforce using configuration, then we need to push these change to Version control such as GitLab/Bit bucket. So we will come to know in how many way we can retrieve these changes from salesforce: source:retrieve Command Syntax:  sfdx force:source:retrieve Parameters: [-x MANIFEST] [-p SOURCEPATH] [-m METADATA] [-n PACKAGENAMES] 1. [-x MANIFEST] To retrieve all metadata components listed in a manifest: $ sfdx force:source:retrieve -x path/to/package.xml 2. [-p SOURCEPATH] To retrieve the source files in a directory: $ sfdx force:source:retrieve -p path/to/source To retrieve a specific Apex class and the objects whose source is in a directory: $ sfdx force:source:retrieve -p path/to/apex/classes/MyClass.cls,path/to/source/objects To retrieve source files in a comma-separated list that contains spaces: $ sfdx force:source:retrieve -p "path/to/objects/MyCustomObject/fields/MyField.field...