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  • Totango and Salesforce Integration

    What is Totango and Features

    Totango is the only independent customer success platform to manage customer relationships with complex account hierarchies and multiple products.

    Totango helps your organization deliver better business results in weeks. Not months.

    Spark – Totango Spark is the enterprise customer success solution designed to help your team achieve their goals. Actively monitor all customer health signals and proactively engage at scale, resulting in focused, proactive customer success teams, increased productivity, and a lower churn rate.

    Segments provide quick access to account information with a focus on Timeline, Progress, or Work-related aspects of the accounts in a segment. The grouped Progress view gives you the overall picture of the account in a segment.

    Reports let you visualize and understand trends over time, monitor fluctuations, and track segment changes.

    Prerequisite:

    – Make sure you have Totango & Salesforce users with administrative privileges.

    – You must have a Salesforce Enterprise or Unlimited edition license.

    Limitation: –

    • A single Totango instance can connect to a single Salesforce instance using the Salesforce App.
    • Multiple Totango instances cannot be connected to the same Salesforce instance.

    Integration Salesforce with Totango: –

    Configuring an OAuth Connected App in Salesforce:

    You Just need to follow the below steps in salesforce:

    In Lightning view:

    1. Click on the setting gear icon button and launch the setup.
    2. Then under find box write App Manager then click on App Manager.
    3. Ander the App Manager top right corner click on New Connect App Link.
    4. Choose a name for the application. Totango recommends something like the Totango oAuth application.
    5. Enter the contact email information, for the resource within your organization who will be responsible for any maintenance of this application.  This information is specific to your organization.
    6. Select “Enable OAuth Settings.”
    7. Input the following Callback URLs: https://app.totango.com/auth/das/callbac https://app.totango.com/auth/connector/callback
    8. From the Available OAuth Scopes select: “Full access (full)” “Perform requests on your behalf at any time.
    9. Make sure “Secret for Web Server Flow” is check marked
    10. Make sure “Configure ID Token” is check marked
    11. Input “120” in the Token Valid for the box.
    12. Click Save.

    Important Note about OAuth Scopes

    • When this Application is authenticated with Totango it requires an SFDC user to perform the handshake.  These settings represent the permissions that the application has to perform on behalf of said user. If you wish to control which objects/permissions this application will have: you can do that by altering the profile that the user, that will authenticate this app, belongs to.

    Once you have completed these instructions you will see the page above: Note the Consumer Key and Consumer Secret you will need those for configuration of Totango. You can always get back to this screen and get those by navigating to:

    • In the Salesforce Lightning view, go to Setup | Tools | Apps | App Manager | choose “View” from the drop-down menu to the right (do not click Edit or Manage).

    Important note, it might take 2-10 minutes before your new connected app is created on the Salesforce server.

    After Creating the Successfully auth connection app in salesforce you will receive the customer key and client secret it will be used in totango for connection.

    Now Create a CRM Connector to Salesforce in Totango

    Go to your Totango instance and click on Global Settings > Data Management > Customer Data Hub > find the CRM source filtering connectors and select salesforce.

    After the Salesforce connected app is created, create the connection in Totango.
    Enter the connection name and description, client id, client secret, and select the Salesforce environment type (production or sandbox), then click the “Test and Save connection” to connect using your OAuth credentials.

    Note, the OAuth user holds the object permissions to your Salesforce. Totango recommends creating a dedicated user for this integration which has the desired object access permissions (for example, the dedicated OAuth user can access the Account object but not the Contact object). 

    Configuring Salesforce Connection Objects Accordingly:

    After that need to click on Integrations inside the (+) button then below image will populate:

    Here you can create an Account, Opportunity, and Contact or any custom and standard object as a user and any collection object as you required.

    NOTE: Users and Account attribute you can edit and sync accordingly as you want like salesforce to totango and totango to salesforce.

    And If you want to create any object as a collection in totango and collection can’t be editable and sync-able in Totango to Salesforce because collection attributes are read-only so unable to edit.

    Important NOTE: Only those record ids which We want to sync should return those 18-digit id else it will return blank so that it won’t sync. (ID which is decided to your business use-case).

    Salesforce Sync Feature Overview:

    The ability to sync any object attributes from Salesforce to Totango allows a Totango admin user to configure the salesforce integration to automatically sync useful information from the contact record in Salesforce to the user record in Totango. This feature allows you to add attributes to an existing user in Totango, as well as to create new users in Totango who have not yet had any usage activity.

    With this integration you are able to:

    • Sync object record from Salesforce to Totango
    • Sync object records from Totango to Salesforce
    • Determine which attributes should sync with each object

    The below images show how to Sync SF Object with Totango:

    Sync Salesforce Account Object in Totango: –

    NOTE: Only those record ids which We want to sync should return those 18-digit id else it will return blank so that it won’t sync. (ID which is decided to your business use-case).

    After Mapping and adding all the fields as required for syncing you just need to click on the Validate Mapping button to ensure all the mapping is correctly mapped like in the above image. Then click on the save button and start syncing.

    Sync Salesforce Opportunity Object in Totango: –

    You just need to add a filter in like below image for Opportunity or any custom object:

    After Mapping and adding all the fields as required for syncing you just need to click on the Validate Mapping button to ensure all the mapping is correctly mapped. Then click on the save button and start syncing.

    Sync Salesforce Contact Object in Totango (Totango consider Contact as User): –

    • Sync user from Salesforce to Totango
    • Sync user from Totango to Salesforce
    • Determine which contact attributes should sync with each other user

    NOTE: – In the above image show field called Account_Unique_Id__c this is the account id which is created by SF formula as per the business use-case and used CASESAFEID(Id) and CASESAFEID return 18-character id because 18 character Id required in totango

    Now after mapping and adding all the fields as required for syncing you just need to click on the Validate Mapping button to ensure all the mapping is correctly mapped or not.
    Then click on the save button and start syncing.

    Sync Salesforce Opportunity Line Item Object as Collection in Totango: –

    Collection features:

    • Collection attributes are read-only.
    • Syncing not possible Totango to salesforce.
    • Collections are non-editable.

    After Mapping and adding all the fields as required for syncing you just need to click on the Validate Mapping button to ensure all the mapping is correctly mapped like in the above image. Then click on the save button and start syncing.

    Totango Support

  • Email Integration Option with Salesforce

    How to choose which email integration is best for the company?

    Salesforce offers several products that integrate Salesforce with Microsoft or Google email or calendar applications It all depends upon your company requirements. There are several email integration available in the market but what suits the best depends on your business requirements.

    1. If to Work with Salesforce records directly from Microsoft or Google applications?

    A). Outlook Integration –

    When you integrate Outlook with Salesforce, helps your reps spend less time entering data and switching between the two applications. It also help sales teams track important email conversations relevant to Salesforce records. These perks help your reps:

    a) Eliminate the time they spend on redundant data entry into two applications.

    b) Access important Outlook email messages and relevant Salesforce records in one place, making it easier to craft targeted, meaningful email communications to prospects and customers.

    c) Focus more on what matters most of their sales

    For more details on integration and help. Click the below links:

    Outlook Integration

    Salesforce Help

    B). Gmail integration –

    When you integrate Gmail and Salesforce, you help your reps spend less time entering data and switching between the two systems. You also help sales teams track important email conversations relevant to Salesforce records.

    The Thing Reps Do Why?
    Send email messages Email is an easy and effective way to engage with prospects and get relationships going.
    Maintain contacts The contacts in Gmail serve as your reps’ virtual Rolodex card file.
    Schedule meetings and appointments Your reps rely heavily on their calendars for planning their days and scheduling important events.

    For Support Link about more details on integration and help Follow the below links:

    Google Integration

    Salesforce Help

    Benefits of Using Outlook and Google integrations help us to:

    • Relate emails to Salesforce records. If you use Einstein Activity Capture, relating emails is done automatically.
    • Create records
    • Manage Salesforce tasks
    • Create emails using Salesforce templates
    • Automate meeting scheduling
    • Schedule emails to send later
    • Track when emails are opened and links are clicked
    • Relate emails to custom records directly from the related records list.

    2. If to keep events and contacts updated between Salesforce and your Microsoft or Google Calendar?

    Einstein Activity Capture –

     Einstein Activity Capture connects to Gmail or Office 365, automatically syncing all of your team’s customer communications to Salesforce. When reps send and receive emails and calendar events, Einstein Activity Capture adds the messages to appropriate records in Salesforce – no manual data entry required. All of the captured messages are visible in Activity Timeline within Salesforce, providing context for your entire team so they can help close the deal.

    Features areas:

    • Automatically sync your Salesforce contacts and person accounts with your email contacts
    • Automatically or manually sync your Salesforce calendar with your Outlook or Google calendar
    • Capture every email/meeting created in Gmail or Office 365
    • Provide data-driven rep coaching with an activity leaderboard
    • Connect to Gmail and Office 365 and Einstein does the rest
    • Adjust who can see your emails and events to ensure privacy

    To learn more about Einstein Activity Capture. Click the below-given link for more information:

    Einstein Activity Capture

    3. If to Work with Salesforce records and email from your IOS or Android device?

    Salesforce Inbox –

     Inbox features increase sales reps’ productivity on every email message, whether they’re on the go or at their desk.

    Features areas:

    • Log emails to Salesforce records and custom objects, either manually or automatically with Einstein Activity Capture.
    • Create Salesforce records.
    • Use tools available while composing features to track and schedule emails, and automate other compose activities.
    • Manage Salesforce task.

    For more details on integration and help. Click the below links: 

    Salesforce Inbox

    Inbox Features

    4. If to write email messages in Salesforce and have them sent through Outlook or Gmail?

    Send through Gmail or Office 365 –

    By sending the messages through Gmail or Office 365, you’ll improve your open rates and deliverability. only available in the Lightning Experience

    Key Features areas:

    • Send Salesforce email through your Gmail or Office 365 account.
    • Emails sent in Lightning Experience look like they were sent from your Gmail or Office 365.
    • You can also see the emails you’ve sent in your Gmail or Office 365 Sent Items folder.
    • Access sent emails in Outlook and Gmail

    For more details on integration and configuration. Click the below links:

    Send Through Gmail or Office 365

    Set Up Send Email from Salesforce with Gmail or Office 365

    5. Some paid option of Email Integration with Salesforce as :

    1). Email Relay –

    Email relay is similar to the “send through Salesforce” option but with email relay, the email sent from Salesforce routes through your company’s email server. As such, it requires additional configuration but there are several key benefits as

    • Storing email locally helps with compliance
    • Users can see the emails they’ve sent from Salesforce in their company email “Sent Items” folder
    • Routing all email through your own email servers prevents the appearance of email spoofing by Salesforce
    • Applying existing content filters that scan messages for data and content not approved to be sent out through company email.
    • Appending data such as company-wide disclaimers at the bottom of email messages

    For more details on integration and configuration. Click the below link as:

    Email Relay

    2). Cirrus Insight –

    Cirrus Insight is a customer relationship management (CRM) application that integrates Salesforce with third-party services, including Gmail and Microsoft’s Office 365. The application was the first on Salesforce’s AppExchange application marketplace to integrate Gmail with Salesforce.com.

    Key Feature of using Cirrus Insight

    • Wants to track prospects and opportunities from your inbox. You can create, edit, save any type of Salesforce record without leaving Gmail or Outlook.
    • You won’t have to jump between your inbox and Salesforce anymore. Add on you won’t have to sign in to Salesforce all the time. Cirrus Insight keeps you logged in from the comfort of Gmail or Outlook.
    • Can write a great email template complete with merge tags and use it again and again to connect with different customers.
    • You can send an email campaign to 1 person or 500 right from your inbox. Choose a Salesforce email template or create your own template right from Gmail.
    • Cirrus Insight gives you access to everything you need from Salesforce from the comfort and convenience of your inbox.
    • You can sync emails to Salesforce automatically in the background, or take more control by saving emails to Salesforce custom objects from Gmail or Outlook.
    • With Calendar Sync, all your events are automatically synced between Salesforce and your Gmail, Outlook, and mobile calendar. Change one and the others will match.

    To learn more about Cirrus Insight and its configuration with salesforce. Click the link below given for all information:

    Cirrus Insight

    3). Match My Email –

    Match My Email captures every email from every source automatically and syncs them to Salesforce. Data entry is eliminated saving users hours of time. Salesforce is transformed into a ‘system of record’ for customer emails.

    Key Feature of using Match My Email:

    • Looking up customer emails is efficient with Match My Email. No more tedious inbox searches or asking team members to be cc: on customer correspondence.
    • Users can find the entire customer email thread by clicking on a customer record
    • Automated email capture creates reliable data that can be used to monitor activity and prompt action. Reports can be created that track email activity by direction and timeframe or even measure email response times.
    • Email capture used in combination with templates can greatly increase standard email response times. View unanswered inbound emails and reply to them with recomposed templates in Salesforce.

    To learn more about Match My Email and its configuration with salesforce. Click the link below given for all information:

    Match My Email

    4). Ebsta –

    Ebsta brings Salesforce and Gmail together by using a Chrome Extension developed especially for Google’s browser. The extension provides the capability to automatically cross-reference Salesforce and alerts you to matching records.

    Key Feature of using Ebsta:

    • Ebsta allows for the synchronization of calendars between Salesforce and working calendars in Google, Outlook or Office 365 for each user. Each user can connect their calendars and configure the synchronization rules, whether uni-directional or bi-directional
    • Ebsta provides an email synchronization engine that will automatically map emails from mailboxes to the relevant Salesforce objects natively into Salesforce. This can be set at an administrative level to ensure that all emails from all mailboxes can be captured as required

    To learn more about Ebsta and its configuration with salesforce. Click the link below given for more information:

    Ebsta 

    5). ContactMonkey –

    ContactMonkey lets you access your Salesforce right in your Gmail. You can log a sales call, update contact or a lead, and see your open activities and activity history right in the ContactMonkey sidebar. Think of all the time you will save just by updating your Salesforce right from your email. If one of your leads sends you an email to let you know about a new phone number or address, you can update that right in your Gmail. If you need to call one of your contacts, after you have looked up their details in your email you can log that sales call right from your Gmail.

    Key Feature of using ContactMonkey:

    • Personalize Emails
    • Streamline Processes
    • Improve Lead Quality
    • Salesforce Templates in Outlook
    • Create Cases in Outlook
    • Salesforce Calendar Sync

    To learn more about ContactMonkey and its configuration with salesforce.Click the link below given for more information:

    ContactMonkey

  • Winter ’21 Salesforce Release Features

    1. Flow Updates :-

    As Salesforce seems to be moving away from updating any other automation tool, you can count on Flow to get even more powerful than it currently is. This release includes Flows that can now handle deletions, debug flows as a specific user, auto flow layouts, and much more.

    Updates :-

    • Flows Can Handle Deletions

    Note :- You can’t run an “After Delete” Flow, only “Before Delete”.

    • Analyze Lightning Pages to Improve Speed & Performance

    There’s a new ‘Analyze’ button at the top of the Lightning App Builder that will tell you if you should make some changes to give your users a better experience.

    • Auto layout Flows

    When creating a new Flow, you’re now able to select from the original ‘Freeform’ mode or the new Auto layout mode. 

    • Debug Flow as Specific User

    Once User Impersonation has been enabled in Process Automation Settings, you’ll be able to debug a Flow as any user within your org. This makes the process of testing a Flow for everyone in the system a lot quicker and easier.

    • Trigger Flows on Record Conditions

    You can now choose if a Triggered Flow runs every time, or only when a record meets specific criteria, similar to Process Builder.

    2. Dynamic Forms & Actions :-

    Dynamic forms allow you to create mini-page layouts that can be placed anywhere using the Lightning App Builder, these can be hidden on a per-user basis as well. In a similar fashion, Dynamic Actions allow you to show/hide actions based on the user viewing the page, for a cleaner user experience.

    Steps to enable Dynamic Forms in your org:

    • From Setup go to “User Interface”, then “Record Page Settings”.
    • In the Dynamic Forms section, flip the switch to “On”.

    For more information click here.

    3. Optimize Lightning Page Performance :-

    Now you can get to the bottom of the components that are contributing to the bad user experience, simply hit the “Analyze” button at the top of the Lightning App Builder to get recommendations for improvement.

    Discover ways to make your record page perform better based on analysis right inside the Lightning App Builder. Performance Analysis in App Builder evaluates the fields, instances of the Related Lists component, and metadata of a record page. With the click of a button, get best practices and suggestions for improving page performance and the end-user experience.

    To view the assessment of your page’s performance, click Analyze from the Lightning App Builder toolbar.

    Performance Analysis in App Builder is available for desktop record pages only.

    4. Salesforce Anywhere :-

    Salesforce Anywhere allows users to collaborate on records and get updates on their records in real-time.

    Salesforce Anywhere is the future experience of CRM – making Salesforce real time. Get alerts about changes to the Salesforce data you care about. Update your Salesforce data in just a few taps with suggested actions. Collaborate in context with chat. Search and view your Salesforce data. And integrate Salesforce Anywhere chat and alerts into your business processes with Lightning Flow and Process Builder.

    5. View Changes to Deals :-

    Opportunity deal change highlights help your sales team prioritize work by showing recent changes to amounts and close dates. For example, knowing which deals changed helps sales managers with their weekly coaching sessions. In the opportunities list view and Kanban view, text colors and arrows indicate amounts and close dates that changed during the last 7 days. And users can hover over an arrow to get details.

    Steps :- Opportunity deal change highlights are turned on by default, but you can turn them off (and back on) via Opportunity Settings in Setup.

    6. Interactive Email Builder :-

    Create email templates faster and more easily with visual tools in Email Template Builder. Instead of adding HTML code, your users can drag elements to create effective email templates. They can compose email templates with a few clicks to place design elements right where they want them.

    After creating a Lightning email template, users with the correct permission see the Edit in Builder button.

    • Click Edit in Builder to open Email Template Builder.
    • Choose a component (1) and drag it to the canvas (2). Change the details and style of the component using the properties panel (3).

    7. Dynamic Survey Pages :-

    A product that seems to be getting increasingly more powerful with each release is Salesforce Surveys. With Winter ’21, you can now create unique customer journeys by defining which survey page they skip to next based on Salesforce data.

    Let data in your Salesforce org determine which survey page participants view next. Use variables to define conditions in your page branching logic. Use associated record merge field variables and participant record merge field variables to define field-level conditions. Use org variables to define conditions based on your org’s information. Use custom variables to define conditions based on values that you define.

    For more information click here.

    8. Auto Add Fields to Custom Report Types :-

    It’s time-consuming to add new custom fields to your reports, especially when you have many custom report types. Now with Auto Add, custom fields that you add to a Salesforce object are added automatically to all the custom report types based on that object. When you create a report from the custom report type, all the custom fields are right there for you to add to your report.

    From Setup, in the Quick Find box, enter Reports and Dashboards Settings, and then select Reports and Dashboards Settings. Select Auto add new custom fields to custom report type layouts and then click Save.

    You can now add new custom fields to a report built from an existing custom report type from the Fields pane in the report builder. All custom fields for the Salesforce object are automatically included in the Fields list, and you can drag any of them to the Columns list.

  • Salesforce Summer ’20 Release Features

    1. Dynamic Forms on custom objects :-

    Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder.

    Dynamic Forms give you the ability to create sub-sections of page layouts, placing them where ever you like on a lightning page. This gives you the ability to combine with visibility rules, allowing you to hide fields dependent on field values.

    With Dynamic Forms, you can migrate the fields and sections from your page layout as individual components into the Lightning App Builder. Then, you can configure them just like the rest of the components on the page, and give users only the fields and sections that they needed.

    Note : – With Summer ’20, Dynamic forms support custom objects only. It will be available for standard objects in a future release.

    For more details click here.

    2. Split View for standard navigation

    his feature gives the Salesforce standard List View layout a real boost, allowing users to see their list view data, as well as a selected record.

    Split view is great for going through records in sequence or for quickly skimming through a set of records. The split view panel is collapsible for extra flexibility.

    To access split view, select Split View from the Display as drop-down menu. If you select a split view for an object, that object automatically loads in a split view until you change its Display as view.

    For more imformation click here

    3. New In-App Guidance Builder

    The In-App Guidance Builder has an improved interface for authoring in-app prompts and walkthroughs. Now there are more options for positioning and creating prompts. It’s easier and more intuitive to create prompts and walkthroughs. The user interface for authoring in-app guidance is now similar to other Salesforce builder tools.

    Steps :- From Setup in Lightning Experience, enter In-App Guidance in the Quick Find box, and then select In-App Guidance. Click Add to open the In-App Guidance Builder in a new tab.

    • The right sidebar is where you specify the in-app guidance type, prompt type, position, and content.
    • When you create a walkthrough, a left sidebar appears to display all the steps of the walkthrough.
    • Return to settings by clicking the settings icon in the builder header when editing a prompt.
    • Helpful instructions are on the header.
    • Access other in-app guidance on the page from the dropdown at the top.
    • See the status of the in-app guidance you are editing on the top right.
    • Use action buttons, depending on the in-app guidance type and if you’re previewing or authoring.

    4. Attach CSV files to report subscriptions (beta)

    When people subscribe to a report, a new option lets them choose to receive results as a .csv file attached to the subscription email. The email itself includes the report name in the subject line, but there is no email body. Row-level record details are included in the attached .csv file instead. And small changes to the Edit Subscription menu design include a new Attach File button and a refined layout.

    In Setup, from Reports and Dashboards Settings, select Let users attach reports as files to report subscription emails in Lightning Experience, and save your changes.

    To attach files to a report subscription, subscribe to a report, click Attach File, choose Details Only. The attachment format is Comma Delimited .csv by default. Optionally change encoding or keep the default, and save your changes. The edit subscription dialog shows that the subscription includes an attachment. Finish setting other subscription criteria, such as frequency, and click Save.

    5. Trigger a flow to run after a record is saved

    Creating or updating a record can now trigger a richer flow to run after that record is saved to the database. A record-triggered flow could only run before the record was saved, and could only make updates to that new or updated record. After-save record-triggered flows can access other records, perform actions, and use more types of flow elements. These flows can even replace most workflow rules and record-change processes that are built in Process Builder.

    Steps :- When creating a flow, select Record-Triggered Flow.

    By default, new record-triggered flows are configured to run when a record is created and after the record is saved. You can check this configuration on the Start element in the canvas. Also from the Start element, choose the object whose records trigger the flow to run.

    To trigger the flow to run when a record is updated, click Edit on the Start element. On the basis of selection, the flow will execute.

  • 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.

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