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  • Lightning Scheduler

    What is Salesforce Lightning Scheduler?

    Lightning Scheduler helps you in scheduling appointments with the right person at the right time and location in an organization.Lightning Scheduler is best suited for quickly setting up appointments.With the help of lightning scheduler you can manage and utilize your resources efficiently.Lightning scheduler is created on standard objects like Lead,Opportunities and Accounts.

    Field Service Lightning v/s Lightning Scheduler.

    Salesforce Lightning Scheduler has similar features to Field service Lightning. However they are not the same. While Salesforce Lightning Scheduler only focuses on scheduling a person, Field service lightning can schedule other resources as well. Field service Lightning has more advanced scheduling features with the use case in Field service.

    Required Edition :

    • Lightning Scheduler is available for an extra cost in Lightning Experience.
    • Salesforce Lightning Scheduler is available as an add on product with Enterprise and Unlimited editions of Salesforce. 
    • Lightning Scheduler is only available with Lightning Experience of Salesforce.
    •  Lightning Scheduler is not available with Force.com licenses.

    Capabilities of Salesforce Lightning Scheduler

    • Maintain employees information including their skills, locations, and availability 
    • Create your company locations and hours of operation.
    • Setup appointment context – business activity for which you will be setting up the appointments.
    • Match the employees with the right skills for appointments evaluating their skills, expertise etc.
    • The scheduler will schedule appointments and add relevant attendees. 
    • We can use Lightning Scheduler within Salesforce workflows and processes.

    Limitations of Resources, Service Territories, and Location Hierarchies

    1. Maximum number of service resources per user – 1
    2. Maximum number of service territories in a service territory hierarchy – 10000
    3. Maximum number of locations in a location hierarchy – 10000

    How to add Schedule Appointment Mobile & Lightning Action to Account Object’s page layout

    Steps:

    1. Go to Setup and type Object.
    2. Search Person Account in search bar and click on Person Account object
    3. select page layout.
    4. Select a page layout that you want to add the Action Plans.
    • In the Pallet, select Mobile and Lightning Actions
    • Drag Schedule Appointment to salesforce Mobile and Lightning Experience Actions.
    • Click Save.        
    1. Repeat the steps to add the Mobile and Lightning Action to other Account, Lead, and Opportunity page layouts

    Set up Inbound Lightning Scheduler :

    Unauthorized guest users can use Lightning Scheduler’s self-service interface to schedule appointments using below 3 steps.

    1. Set Up Guest Access to Lightning Scheduler.
    2. Create Guest Record-Sharing Rules.
    3. Expose Your Guest Flow on Your External Website.

    Ensure that communities are enabled for your organization and that you have published at least one community with a guest profile.

    1. Set up object access and flow permissions for guest users.
      1. From Setup, in the Quick Find box, enter Communities, then select All Communities.
      2. On the All Communities page, click Builder next to the community where you want to configure guest access.
      3. In Experience Builder, click the settings icon.
      4. On the General settings page, under Guest User Profile, click the guest profile link.
      5. In the Find Settings box, enter Operating Hours, select Operating Hours, and then click Edit.
      6. Under Object Permissions, enable Read, and click Save.
      7. Repeat steps e and f for Service Resources, Service Territories, Work Types, and Work Type Groups.
      8. In the Find Settings box, enter Time Slots, click Time Slots, and then click Edit.
      9. Enable read access for Maximum Appointments and Work Type Group and click Save.
      10. In the Find Settings box, enter Leads, click Leads, and then click Edit.
      11. Under Object Permissions, enable Read and Create, and then click Save.
      12. In the Find Settings box, enter Service Appointments, click Service Appointments, and then click Edit.
      13. Under Object Permissions, enable Read and Create, and then click Save.
      14. In the Find Settings box, enter Run Flows, click Run Flows, and then click Edit.
      15. Enable the Run Flows system permission, and then click Save.
    2. Set the guest user’s default timezone.
      1. In Experience Builder on the Profile page for the guest profile, click Profile Overview, and then click Assigned Users.
      2. Click the full name for the guest user.
      3. On the guest user page, click Edit.
      4. Under Locale Settings, set the guest user time zone, and then click Save.
  • Clone With Related Records Feature

    What is Clone with Related Records Feature?

    The ClonewithRelated action adds every relatedrecord from the original object to the cloned object. An example would be a user that wants to create a new Opportunity using an existing one as the source.

    What is the difference between Clone and Clone With Related Records Feature?:

    Clone Feature enables us to clone or make copy of record which we have selected, but If we select Clone with Related, it will ask us to clone the record along with related records that you want to carry over to the new record.

    What are the steps to perform Clone with Related Records:

    There are various steps to perform Clone with Related Records follow as

     Step 1 -> Go to Setup -> Object Manager -> Select The Object -> Page Layout> Mobile And Lightning Action -> Drag The Clone With Related Button

    Step 2 –> After successfully performed step 1 ,we can see the button Clone With Related  on object’s record.We have taken opportunity for example

    Step 3  –> By the clicking on the button ,it will show all related list record and ask us to choose what related list record we want to clone and click Next button.

    Step 4  –> When we click Next button, it will take us to choose what changes we need to make in record.

    Example – We are cloning Opportunity with Opportunity related list.Soo the step 3 allow us to choose what related list of Opportunity we want and After clicking of  next button, it will allow us to choose what all changes we want in opportunity record

    Step 5 –> After completing all above steps, we can see that we have one record cloned from another record.

  • Assign Tasks to Queues

    This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

    Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view.

    When reps assign tasks to a queue, those tasks are available to members of the queue, which means everyone can pitch in to help. No more relying on one sales rep to do it all. Now others on the team can lend a hand without waiting for work to be delegated or reassigned.

    How to Setup Queues:-

    First, go to Setup then in Quick Find Box type Queues and then select Queues. From the Queues setup page, select New. Then, create a queue and select Task as the supported object and select users to whom you want to assign a Task.

  • Lightning Message Service

    Information :-

    Lightning Message Service (LMS) allow us to communicate between visualforce and Lightning component(Aura and Lightning web component both) on any lightning page.

    LMS API allow you to publish message throughout the lightning experience and subscribe the same message anywhere with in lightning page. It is similar to Aura Application Events to communication happens between components.

    Lightning Message Service is based on a new metadata type: Lightning Message Channels. We need to use Lightning Message Channel to access the Lightning Message Service API.

    1. In LWC we can access Lightning Message Channel with the scoped module @salesforce/messageChannel.

    2. In Visualforce, we can use global variable $MessageChannel.

    3. In Aura, use lightning:messageChannel in your component

    When to use Lightning Message Service :-

    In Lightning Experience, if we want a Visualforce page to communicate with a Lightning web component then we have to implement a custom publish-subscribe solution because this is currently not possible with LWC Event. Now, we can use the Lightning Message Service API to handle this communication.

    Steps to create Lightning Message Service :-

    • Create a message channel called SampleMessageChannel__c using the Metadata API.
    • Create a Lightning web component called publisherComponent that publishes on SampleMessageChannel__c message channel.

    The publisherComponent code is :-

    // publisherComponent.js

    import { LightningElement, wire } from ‘lwc’;

    import { publish, MessageContext } from ‘lightning/messageService’;

    import SAMPLEMC from “@salesforce/messageChannel/SampleMessageChannel__c”;

    export default class PublisherComponent extends LightningElement {

     @wire(MessageContext)

       messageContext;

       handleClick() {

            const message = {

                recordId: “Any string”,

                recordData: {

                 value: “any data”

                }

            };

            publish(this.messageContext, SAMPLEMC, message);

        }

    }

    In HTML template file of component includes a Publish button that calls the handleClick() method. OnClick of that button it publishes the record data to SampleMessageChannel__c. The subscribing Visualforce page then receives that data.

    publisherComponent.html Code :-

    <template>

        <lightning-card title=”MyLwcPublisher” icon-name=”custom:custom14″>

            <div class=”slds-m-around_medium”>

                <p>MessageChannel: SampleMessageChannel</p>

                <br>

                <lightning-button label=”Publish” onclick={handleClick}></lightning-button>

            </div>

        </lightning-card>

    </template>

    Lightning web component Code :-

    <apex:page>

        <div>

            <p>Subscribe to SampleMessageChannel</p>

            <button onclick=”subscribeMC()”>Subscribe</button>

            <p>Unsubscribe from SampleMessageChannel</p>

            <button onclick=”unsubscribeMC()”>Unsubscribe</button>

            <br/>

            <br/>

            <p>Received message:</p>

            <textarea id=”MCMessageTextAreaId” rows=”10″                        style=”disabled:true;resize:none;width:100%;”/>

        </div>

        <script>

            // Load the MessageChannel token in a variable

            var SAMPLEMC = “{!$MessageChannel.SampleMessageChannel__c}”;

            var subscriptionToMC;

            function onMCPublished(message) {

                var textArea = document.querySelector(“#MCMessageTextAreaId”);

                textArea.innerHTML = message ? JSON.stringify(message, null, ‘\t’) : ‘no message payload’;

            }

            function subscribeMC() {

                if (!subscriptionToMC) {

                    subscriptionToMC = sforce.one.subscribe(SAMPLEMC, onMCPublished, {scope: “APPLICATION”});

                }

            }

            function unsubscribeMC() {

                if (subscriptionToMC) {

                    sforce.one.unsubscribe(subscriptionToMC);

                    subscriptionToMC = null;

                }

            }

        </script>

    </apex:page>

  • Take your related lists to the next level. With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text. We can display maximum 10 fields on the related list record. Default ordering is by RecordID. We can sort by any number of fields on […]

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  • Create a Lightning Component via your developer console or through your IDE. Let’s say the name of your Lightning component is “Accordion.cmp” . It’s relevant controller and other helper classes will be created. Use the below-mentioned code in your Lightning component which will show the data in expand and collapse section which contains three sections  […]

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  • Display a preview of content document or salesforce files dynamically in salesforce lightning component using <lightning:fileCard> base component. A <lightning:fileCard> component displays a preview of a file (Image, Text, PDF…etc.). On desktops, clicking the file preview opens the SVG file preview player, enabling you to preview images, documents, and other files in the browser. The […]

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  • What is Pagination? Pagination is the process of taking a complete a large number of records breaking that large number of records into separate pages for viewing within the Salesforce. What is use of Pagination in salesforce? Pagination is a useful thing with the salesforce.Taking an example to better understanding about pagination. Let’s say we […]

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  • Lightning- data table component displays tabular data where each column can be displayed based on the data type. lightning: data table is not supported on mobile devices. Supported features : ❖  Displaying and formatting of columns with appropriate data types ❖  Infinite scrolling of rows ❖  Inline editing for some data types ❖  Header-level actions ❖  Row-level actions ❖  […]

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