Salesforce

Enable Surveys To enable survey we need to do some prerequisite:  Create a community (Use suitable Template) Provide access to Guest user Profile Follow the steps: 1. From Setup, enter Survey in the Quick Find box, then select Survey Settings. 2. Check which Experience Cloud site is selected as the default site to create public survey invitations. 3. Enter Sites in the Quick Find box, then select All Sites. 4. Open Experience Builder of the default site. 5. From Experience Builder, click Settings icon, and select General. 6. Click the profile name under Guest User Profile. Click Edit. OBJECT PERMISSIONS Survey Read Survey Invitations Read Survey Responses Read AND Create Provide access to create Survey: Enable Users with a Custom Profile to Create and Send Surveys OBJECT PERMISSIONS Surveys Read, Create, Edit, AND Delete Survey Invitations           Read, Create, Edit, AND Delete Survey Responses  ...

1. How can a suspended event be resumed where it left off, to avoid missing any events that were published during the suspension? A. Refresh the event. B. Resume the event. C. Resume the event from New. D. Resume the event from Tip. 2. Which statement is true regarding events configured with the Publish Immediately behavior? A. Publish Immediately events count toward the Apex DML statement limit. B. EventBus.publish() returns how many platform events are configured to Publish Immediately. C. The events are published and do not depend on the successful completion of the transaction. D. Events published immediately prevent Apex callouts from being performed after publishing. 3. What is the minimum code coverage requirement in order to promote and release an unlocked package? A. 70% B. 75% C. 85% D. 90% 4. When using WITH SECURITY_ENFORCED in a SELECT clause, what happens if a field referenced in the clause is inaccessible to the user? A. The query succeeds, but no data is returned. B. Th...

 Enable Person Accounts 1. Make sure you meet the following prerequisites. The account object has at least one record type. User profiles that have read permission on accounts have read permission on contacts. The organization-wide default sharing is set so that either Contact is Controlled by Parent or both Account and Contact are Private. 2. From Setup, enter Account Settings in the Quick Find box, and then select Allow Customer Support to enable Person Accounts. Salesforce will verify your org meets the prerequisites, then send you an email with additional information. If you don’t see a message verifying you meet the prerequisites, go back to first step. 3. Contact Salesforce Customer Support by logging a case to enable Person Accounts. Refer to the email we sent about what to include in the case. 4. After Person Accounts is enabled, a person account record type is created. You can create additional record types for person account if needed. 5. Assign the person account record ...

 Everyone want their code to be well structured but sometime due to few things we focus on functionality but forget to maintain format. A well formatted code increases readability, understanding and ultimately maintainability of the code base. Post Fix / Suffix: Here is some example of Postfix and Suffix we are using in our project. Functional Type Name Suffix Examples Trigger Trigger AccountTrigger Trigger Handler TriggerHandler AccountTriggerHandler Trigge Action TriggerAction AccountTriggerAction VF Controller Controller AccountController VF Controller Extension Ext AccountExt Service Class Service AccountService Model / Wrapper Class Wrapper AccountWrapper Web Service (SOAP) Ws AccountToolsWs Web...

Salesforce’s latest Spring ’20 Release is all set to globally available on February 17, 2020. Recently, Salesforce has given a preview of the Release to get a primary look at some of the CRM’s latest features. The new features span across mobile, industry solutions, content management, AI, and much more.  Top Highlights Platform With Salesforce CMS Enhancements, users can now create content and surface it throughout Salesforce. Content can be added to service portals on Community Cloud, landing pages in B2C Commerce, emails sent via Marketing Cloud, and much more. With Salesforce CMS B2B Commerce, B2B Commerce sites can be enhanced with rich content built in the CMS. With Spring ’20, developers can now access API enhancement in the Lightning Platform that includes higher default daily API limits and new, usage-based entitlements for REST and SOAP API requests, ensuring key operations are not interrupted. Application developers will now have more opportunities with Lightning Schedul...

Audit Fields: CreatedById reference ID of the  User  who created this record.  CreatedById  fields have  Defaulted on create  and  Filter  access. CreatedDate dateTime Date and time when this record was created.   CreatedDate  fields have  Defaulted on create  and  Filter  access. LastModifiedById reference ID of the  User  who last updated this record.  LastModifiedById  fields have  Defaulted on create  and  Filter  access. LastModifiedDate dateTime Date and time when a user last modified this record.   LastModifiedDate  fields have  Defaulted on create  and  Filter  access. SystemModstamp dateTime Date and time when a user or automated process (such as a trigger) last modified this record. In this context, "trigger" refers to Salesforce code that runs to implement standard functionality, and not an Apex trigger.   SystemModstamp  fields...

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...