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  • Salesforce Spring21

    The spring’21 release is available under the pre-release program

     In this release, you will find new enhancements related to:

    1.    Lightning Experience

    2.  Salesforce Flow

    3.  Lightning Web Component

    4.  Apex

    5.  Experience Cloud

    6.  Pardot

    7.   Quip

    8.  Tableau CRM

    9.  And APIs

    Sales Features :

    Flexibility to track information on opportunity products and more options for lead conversion. Package providers get more options for configuring order save behavior, and original territory management is scheduled for retirement.

    • Opportunities: Do More with Opportunity Product
    •  Convert Leads to a Person Account and a Business Account at the Same Time with the API
    •   Now add account records as members of a campaign.
    • Collaborative Forecasts: Mobile forecasting now supports adjustments.
    • Track Accounts as Campaign Members (Beta) 
    •   Package providers can configure which type of order save behavior their 2GP and unlocked packages support.
    •   Configure Order Save Behavior in 2GP and Unlocked Packages
    • Original Territory Management Is Being Retired
    • To extend analysis on Snowflake data and uncover more insights, now run SQL queries on live datasets. Write SQL queries to calculate common business cases such as Cost to Revenue Ratio, apply advanced sorting to your data, and work with windowing function formulas.
    • Bring the Trailhead Learning Experience Inside the App (Beta)
    • Enable Trailblazers to read modules, take quizzes, and earn badges.
    • Power Up Recently Viewed Lists with Customizable Actions
    • Add Walkthrough Steps That Go Beyond New, Edit, and Clone Pages Schedule Surveys.
    • Target Specific Survey Participants Using Rules
    • Set a Time Zone for the Review Appointment Page – Lightning Scheduler.
    • Use Sales Cadences to Advance Opportunities and Track Target Engagements
    • Give your sales team more flexibility to track information on opportunity product records.
    • Customize Field Mappings for Contact and Event Sync – Einstein Activity Capture.
    • Deliver Information from Records with Object Search – Einstein Bots.
    • Share Records with Manual Sharing.
    • Create Partial Periods When Using a Bill Through Date Override 
    •  Add Shift Management to Your Experience Cloud Sites 
    • Retain Attached Files When Inserting an Article into an Email
    • Save Dashboard Results with Filter URL Parameters
    • Streamline Report Creation with Multi-Field Selection
    • Quickly Clone Campaigns with Related Assets – Pardot.
    • Analyze Email Content Performance with Custom Reports -Pardot.
    • Specify a Link for Completion Actions in Pardot Emails – Pardot.

    Developer Point of View :

    • More Support for Dynamic Actions
    • Ability to Select All Fields in SOQL Query
    • Access Custom Metadata Type Records Using Static Methods
    • Define Localized Component Labels and Attribute Values on Lightning Pages Using Custom Labels
    • Analyze Performance For Lightning Viewed on a Phone and Desktop
    • Salesforce Functions: Extend Salesforce with Functions 
    • Add Salesforce CMS Content to Custom Lightning Web Components
    • Use Lightning Email Templates in Salesforce Automations

    Salesforce Flow Enhancements: – 

     There are several enhancements in Salesforce Flow as follows :

    • Lightning Flow Is Now Salesforce Flow
    • Refer to the Prior Values of the Record That Triggered Your Flow
    • Run Part of a Record-Triggered Flow After the Triggering Event
    • Send Rich Text Emails from flow Using a Send Email Action
    • Build Multicolumn Screens in Flow Builder
    • Control Revisited Screen Component Values in Flows
    • Access Complex Merge Fields from Loops
    • Debug logs now record the total amount of CPU time consumed by a particular flow.
    • Debug flows more easily with consistent Terms and Direct Debugging for Schedule-Triggered Flows
    • Include Top-Level named array definition for list types in External Services Schemas
    • Customize markers and control map behavior in lightning
    • Use BatchApexErrorEvent Triggers to Monitor ISV Applications
    • Attach Actions to Asynchronous Apex Jobs Using Transaction Finalizers 
    • Lightning Scheduler flow type now supports sub-flows.
    •  Convert Leads to a Person Account and a Business Account at the Same Time with the API
    • Collapse and Expand Field Sections on Dynamic Forms
    • Query cursors Optimized for improved Performance
    • View All, Modify All, Edit, and Delete Object Permissions Removed for Guest Users
    • Take Advantage of the Build Your Own (LWR) Template for Experience Cloud
    • Enable Hybrid Apps to directly manage web sessions
    • Configure the User and Batch Size for Platform Event Trigger
    •   Test Custom Domains in a Sandbox
    •   The Read-Only Profile Is No Longer Available in New Salesforce 
    •  Debug Failed Flows More Easily
    •    Distribute Email Templates with Packaging and Change Sets
    • Create a Lightning Web Component Action  

    Salesforce Mobile App:

    • Use Dynamic Actions with Custom Objects on Mobile
    • Get Comfortable in Mobile Home (Beta)
    •    Filter Records Using Natural Language Search on Mobile (Beta)
    • New Enhanced Mobile Security Setup UI (Beta)
    • Turn on the New Salesforce Mobile App Tablet Experience
    • Keep Track of Your Activities with Activity Timeline on Android
  • Egnyte App

    Egnyte is a software company that provides a cloud platform for enterprise file synchronization and sharing [1] as well as content and data governance for business customers. It offers storage, collaboration, and sharing capabilities using a cloud infrastructure, and users can access files from on-premises and cloud environments.

    The Egnyte Content Services Platform emphasizes specific areas of enterprise content management:


    • Content governance
    • Compliance
    • Content intelligence
    • Remote working
    • Cloud storage
    • Comparison of file synchronization software
    • Content management
    • File sharing
    • Hybrid cloud
    • On-premises software

    Features of Egnyte App :

    • Data Security
    • Regulatory Compliance
    • Business Process
    • Platform APIs
    • User Access
    • Lifecycle Management

    Egnyte for Salesforce makes it easy to access and share business files in Salesforce with no limits to storage capacity or file size.You can easily upload files such as datasheets, videos, and presentations from within your agents’ Salesforce portals.Access rules are enforced consistently, whether users access files in Salesforce or directly through Egnyte.

    Key Features and Considerations:

    • Collaborate with team members, even if they are not Salesforce users.
    • Organize files using folders and sub-folders within the Salesforce hierarchy.
    • Supports Leads, Cases, Accounts, Contacts, and Opportunities, Campaigns as well as any custom Salesforce objects.
    • Files progress when leads are converted to opportunities through the sales pipeline.
    • Notes & Attachments in Salesforce can automatically be uploaded to corresponding record folders in Egnyte.
    • Admins can create folder / sub-folder templates for new Leads, Cases, Accounts, Contacts, Opportunities, Campaigns, or custom Salesforce objects.

    The Salesforce integration is only available for:

    • Customers using Salesforce Group, Professional, Enterprise, or Unlimited editions.
    • Customers who have purchased Salesforce Integration licenses for their employee users.
    • Your Administrators and Power Users (employees). The integration is not available for Standard Users except for the Salesforce communities feature.

    How it Works:

    You’ll see an Egnyte window in the page layout of any objects you have chosen to integrate with (e.g., leads, accounts, etc). Integrating with an object’s page layout involves adding the Egnyte Canvas App to the page layout.

    Once a record is linked with Egnyte, the content associated with it will be accessible through any Egnyte access point (Web UI, mobile apps, Desktop App, etc). Finally, Egnyte’s integration follows the standard Salesforce flow when converting leads to opportunities. Any files you’ve attached to a lead will be copied to the corresponding folder of the opportunity, or the parent account if you choose not to create an opportunity.

    Salesforce Classic :

    • Scroll down until you see the Egnyte section. You may need to expand it by clicking on the arrow next to it. 

    Add My Egnyte tab in Salesforce Classic :

    1. Click the plus (+) icon and select customize My Tabs.

    2. Select My Egnyte from the Available Tabs list, click the Add icon, and Save.


    Salesforce Lightning Experience :

    • Click on the Details tab.
    • Scroll down to the Egnyte section and expand it.

     The widget uses an embedded view of Egnyte’s web interface that allows all the actions that our Web UI allows (drag and drop, creating upload links, managing folder permissions, etc.).

    AAdd My Egnyte tab in Salesforce Lightning Experience

    1. Click the App Launcher icon.

    2. Type My Egnyte in the search bar and click My Egnyte under All Items.

    Once you visit a record page with the Egnyte embedded view, a folder will be created in Egnyte and the record will automatically be linked to the folder. 

    The folder will be available in Egnyte under the Salesforce.com folder in your shared directory. Any content you add through Egnyte will appear at the record level in Salesforce.

  • MICROSOFT POWER BI

    Power BI is a business analytics service by Microsoft. It aims to provide interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards.


    Microsoft Power BI is a business intelligence platform that provides nontechnical business users with tools for aggregating, analyzing, visualizing and sharing data. Power BI’s user interface is fairly intuitive for users familiar with Excel and its deep integration with other Microsoft products makes it a very versatile self-service tool that requires little upfront training.


    With Power BI, you can easily connect to your Salesforce.com account. With this connection, you can retrieve your Salesforce data and have a dashboard and reports automatically provided.

    • A free version of Power BI is intended for small to midsize business owners.
    • A professional version called Power BI Plus is available for a monthly subscription fee.

    Key components :

    • Power BI Desktop
    • Power BI Service
    • Power BI Mobile Apps
    • Power BI Gateway
    • Power BI Embedded
    • Power BI Report Server
    • Power BI Premium
    • Power BI Visuals Marketplace

    Common uses of Power BI :

    • Microsoft Power BI is used to find insights within an organization’s data.
    • Power BI can help connect disparate data sets, transform and clean the data into a data model and create charts or graphs to provide visuals of the data.
    • All of this can be shared with other Power BI users within the organization.
    • The data models created from Power BI can be used in several ways for organizations, including telling stories through charts and data visualizations and examining “what if” scenarios within the data.
    • Power BI reports can also answer questions in real time and help with forecasting to make sure departments meet business metrics.
    • Power BI can also provide executive dashboards for administrators or managers, giving management more insight into how departments are doing.
    • Microsoft Power BI is used by both department reps and management, with reports and forecasts created to aid sales and marketing reps.
    • Also providing data for management on how the department or individual employees are progressing toward their goals.
    • In addition, Power BI offers an admin portal for administrators to help configure the implementation of Power BI, as well as usage monitoring and licenses.

    Key features of Power BI :

    • Artificial Intelligence
    • Hybrid deployment
    • Quick Insights
    • Common data model
    • Cortana integration
    • Customization
    • APIs for integration
    • Self-service data prep
    • Modeling view

    How to connect Power BI with Salesforce:

    1. In Power BI, select Get Data at the bottom of the nav pane.

    2. In the Services box, select Get.

    3. Select Analytics for Salesforce and select Get.

    4. Select Sign In to start the sign inflow.

    5. When prompted, enter your Salesforce credentials. Select Allow and let Power BI access your basic Salesforce information and data.

    6. Configure what you’d like to import into Power BI using the drop-down option:

    Dashboard: – Select a predefined dashboard based on a persona (such as Sales Manager). These dashboards retrieve a specific set of Salesforce standard data, which doesn’t include custom fields.

    Reports: – Select one or more custom reports from your Salesforce account. These reports match your views in Salesforce and can include data from custom fields or objects.

    7. Select Connect to begin the import process. During the import, you see a notification showing the import is in progress. When the import is complete, you see a dashboard, report, and dataset for your Salesforce data listed in the nav pane.

    Included within Power BI are several components that help users create and share data reports.

    • Power Query: a data mashup and transformation tool
    • Power Pivot: a memory tabular data modeling tool
    • Power View: a data visualization tool
    • Power Map: a 3D geospatial data visualization tool
    • Power Q&A: A natural language question and answering engine

  • LawPay Integration with salesforce

    What is LawPay?

    LawPay provides easy-to-use payment solutions that take the work out of getting paid. From sending payment requests and tracking payments to protecting your IOLTA account and integrating with your favorite legal software products—LawPay has you covered.

    LawPay Features:

    • Payment Pages
    • Quick Bill
    • Scheduled Payments
    • Comprehensive Reporting
    • Custom Dashboard
    • Scheduled Payments
    • Integrated Partners
    • Integrate Payments into Your Website

    LawPay integration:

    1: Configure your partner OAuth application

    • In the web application, click your name in the top-right corner and click Developers. (This part of the web application is available only to users with the Administrator or Developer role and to the merchant owner.)

    • The My Partner Applications section on the right lists your partner OAuth applications.   Locate the partner OAuth application that corresponds to your application and click Edit.

    • Set the application name. For current merchants, this is the name your customers see when they authorize your partner OAuth application to interact with their AffiniPay, CPACharge, DesignPay, or LawPay account.
    • Ensure that OAuth Enabled is selected. OAuth is required for all integrations. Do not uncheck this checkbox.

    2: Request an access token

    You must get permission from your users to perform transactions on their behalf, using the OAuth 2.0 authorization code flow. Here’s a high-level description of this flow:

    • In your application, a user (who is an AffiniPay, CPACharge, DesignPay, or LawPay merchant) clicks a Connect button.
    • The user’s browser is redirected to a page that prompts the user to give your application access to the user’s AffiniPay, CPACharge, DesignPay, or LawPay merchant account.

    • After your application is granted access, the user’s browser is redirected to your web server, with a URL that includes an authorization code.
    • Your application requests an access token in exchange for the authorization code.
    • Your application receives an access token.

    Connecting with API keys :

    When you run transactions through the AffiniPay Payment Gateway, you need your:

    • Public key that identifies you to AffiniPay.
    • Secret keys that authenticate API requests made on your behalf.
    • Account IDs that specify the credit account or eCheck account associated with each transaction.

    To access your public key, secret keys, and account ID:

    • In the web application, click your name in the top-right corner and click Developers. (This part of the web application is available only to users with the Administrator or Developer role and to the merchant owner.)

    • Click Authorize Application, select My Website from the drop-down list, and click Authorize Application.

    • Locate My Website in the Authorized Applications grid, and click Show Credentials to see your public key, secret keys, and account ID. You’ll need all three to create a charge through the AffiniPay Payment Gateway API

    Creating payment forms using hosted fields:

    AffiniPay hosted fields protect your payment page by tokenizing payment information. They provide SAQ-A PCI compliance, the highest level of PCI compliance. Hosted fields are <iframe> elements sourced from AffiniPay’s servers that contain a single corresponding <input> element. These iframes replace the input elements on your form that contain payment information.

    To create a payment page with hosted fields:

    1. Add a reference to the AffiniPay hosted fields JavaScript library
    2. Create a payment form
    3. Create a hosted fields configuration object
    4. Style the hosted fields
    5. Create a user-defined callback
    6. Initialize hosted fields
    7. Get a payment token

    Example page: eCheck payments:

    Results:

    • Make Echeck payment easily.
    • Increase productivity
    • Improve the customer experience

  • LawPay Integration with salesforce

    What is LawPay?

    LawPay provides easy-to-use payment solutions that take the work out of getting paid. From sending payment requests and tracking payments to protecting your IOLTA account and integrating with your favorite legal software products—LawPay has you covered.

    LawPay Features:

    • Payment Pages
    • Quick Bill
    • Scheduled Payments
    • Comprehensive Reporting
    • Custom Dashboard
    • Scheduled Payments
    • Integrated Partners
    • Integrate Payments into Your Website

    LawPay integration:

    1: Configure your partner OAuth application

    • In the web application, click your name in the top-right corner and click Developers. (This part of the web application is available only to users with the Administrator or Developer role and to the merchant owner.)
    • The My Partner Applications section on the right lists your partner OAuth applications.  Locate the partner OAuth application that corresponds to your application and click Edit.
    • Set the application name. For current merchants, this is the name your customers see when they authorize your partner OAuth application to interact with their AffiniPay, CPACharge, DesignPay, or LawPay account.
    • Ensure that OAuth Enabled is selected. OAuth is required for all integrations. Do not uncheck this checkbox.

    2: Request an access token

    You must get permission from your users to perform transactions on their behalf, using the OAuth 2.0 authorization code flow. Here’s a high-level description of this flow:

    • In your application, a user (who is an AffiniPay, CPACharge, DesignPay, or LawPay merchant) clicks a Connect button.
    • The user’s browser is redirected to a page that prompts the user to give your application access to the user’s AffiniPay, CPACharge, DesignPay, or LawPay merchant account.
    • After your application is granted access, the user’s browser is redirected to your web server, with a URL that includes an authorization code.
    • Your application requests an access token in exchange for the authorization code.
    • Your application receives an access token.

    Connecting with API keys :

    When you run transactions through the AffiniPay Payment Gateway, you need your:

    • Public key that identifies you to AffiniPay.
    • Secret keys that authenticate API requests made on your behalf.
    • Account IDs that specify the credit account or eCheck account associated with each transaction.

    To access your public key, secret keys, and account ID:

    Log in to the web application that corresponds to the product you’re integrating into your application.

    In the web application, click your name in the top-right corner and click Developers. (This part of the web application is available only to users with the Administrator or Developer role and to the merchant owner.)

    Click Authorize Application, select My Website from the drop-down list, and click Authorize Application.

    Locate My Website in the Authorized Applications grid, and click Show Credentials to see your public key, secret keys, and account ID. You’ll need all three to create a charge through the AffiniPay Payment Gateway API

    Creating payment forms using hosted fields:

    AffiniPay hosted fields protect your payment page by tokenizing payment information. They provide SAQ-A PCI compliance, the highest level of PCI compliance. Hosted fields are <iframe> elements sourced from AffiniPay’s servers that contain a single corresponding <input> element. These iframes replace the input elements on your form that contain payment information.

    To create a payment page with hosted fields:

    1. Add a reference to the AffiniPay hosted fields JavaScript library
    2. Create a payment form
    3. Create a hosted fields configuration object
    4. Style the hosted fields
    5. Create a user-defined callback
    6. Initialize hosted fields
    7. Get a payment token

    Example page: eCheck payments:

    Results:

    • Make Echeck payment easily.
    • Increase productivity
    • Improve the customer experience

  • LawPay Integration with salesforce

    What is LawPay?

    LawPay provides easy-to-use payment solutions that take the work out of getting paid. From sending payment requests and tracking payments to protecting your IOLTA account and integrating with your favorite legal software products—LawPay has you covered.

    LawPay Features:

    • Payment Pages
    • Quick Bill
    • Scheduled Payments
    • Comprehensive Reporting
    • Custom Dashboard
    • Scheduled Payments
    • Integrated Partners
    • Integrate Payments into Your Website

    LawPay integration:

    1: Configure your partner OAuth application

    • In the web application, click your name in the top-right corner and click Developers. (This part of the web application is available only to users with the Administrator or Developer role and to the merchant owner.)
    • The My Partner Applications section on the right lists your partner OAuth applications.  Locate the partner OAuth application that corresponds to your application and click Edit.
    • Set the application name. For current merchants, this is the name your customers see when they authorize your partner OAuth application to interact with their AffiniPay, CPACharge, DesignPay, or LawPay account.
    • Ensure that OAuth Enabled is selected. OAuth is required for all integrations. Do not uncheck this checkbox.

    2: Request an access token

    You must get permission from your users to perform transactions on their behalf, using the OAuth 2.0 authorization code flow. Here’s a high-level description of this flow:

    • In your application, a user (who is an AffiniPay, CPACharge, DesignPay, or LawPay merchant) clicks a Connect button.
    • The user’s browser is redirected to a page that prompts the user to give your application access to the user’s AffiniPay, CPACharge, DesignPay, or LawPay merchant account.
    • After your application is granted access, the user’s browser is redirected to your web server, with a URL that includes an authorization code.
    • Your application requests an access token in exchange for the authorization code.
    • Your application receives an access token.

    Connecting with API keys :

    When you run transactions through the AffiniPay Payment Gateway, you need your:

    • Public key that identifies you to AffiniPay.
    • Secret keys that authenticate API requests made on your behalf.
    • Account IDs that specify the credit account or eCheck account associated with each transaction.

    To access your public key, secret keys, and account ID:

    Log in to the web application that corresponds to the product you’re integrating into your application.

    In the web application, click your name in the top-right corner and click Developers. (This part of the web application is available only to users with the Administrator or Developer role and to the merchant owner.)

    Click Authorize Application, select My Website from the drop-down list, and click Authorize Application.

    Locate My Website in the Authorized Applications grid, and click Show Credentials to see your public key, secret keys, and account ID. You’ll need all three to create a charge through the AffiniPay Payment Gateway API

    Creating payment forms using hosted fields:

    AffiniPay hosted fields protect your payment page by tokenizing payment information. They provide SAQ-A PCI compliance, the highest level of PCI compliance. Hosted fields are <iframe> elements sourced from AffiniPay’s servers that contain a single corresponding <input> element. These iframes replace the input elements on your form that contain payment information.

    To create a payment page with hosted fields:

    1. Add a reference to the AffiniPay hosted fields JavaScript library
    2. Create a payment form
    3. Create a hosted fields configuration object
    4. Style the hosted fields
    5. Create a user-defined callback
    6. Initialize hosted fields
    7. Get a payment token

    Example page: eCheck payments:

    Results:

    • Make Echeck payment easily.
    • Increase productivity
    • Improve the customer experience

  • Mass Action Scheduler

    Mass Action Scheduler :-

    Mass Action Scheduler used to schedule Process Builder, Flows, Quick Actions, Email Alerts, Workflow Rules, or Apex to process records from Reports, List Views, SOQL, or Apex.

    No more waiting for records to be updated or creating clever workarounds to cause records to be updated to cause these actions to fire.

     

    Features:

    1. Declarative – no code necessary, never write Batch Apex again for queries that can be expressed in a report or list view and actions that can be expressed with a declarative alternative.
    2. On Platform – everything happens in Salesforce so no exporting or uploading data necessary.
    3. Timely – run actions manually or schedule hourly, daily, weekly, or any time in between.
    4. Versatile – explore the many data sources and actions that can be scheduled with Mass Action Scheduler.

    Almost any process automation you configure can be scheduled.

    Actions

    Supported Types

    Process Builder Processes that start when invoked by another process
    Flows Auto-launched flows (no screens).Any that can be called from Process Builder
    Quick Actions Create a Record, Update a Record, and Log a Call types
    Email Alerts All
    Workflow Rules All
    Apex Classes annotated with @InvocableMethod
     

    What can you do with a Mass Action Scheduler?

    • Run a process monthly, maybe to create a record or callout to an external system
    • Run data correction actions daily
    • Automatically add leads and contacts to campaigns based on report or list view criteria
    • Send emails on a periodic basis
    • Create “infinite” flows that continuously loop on a schedule
    • Perform field updates without exporting or importing data
     

    Steps:

    1. Create a new record under Mass Action Configurations.
    2. Add detailed information.
    3. Choose Source data to process.
    4. Choose an action to automate
    5. Map fields as inputs to selected action
    6. Choose how often to automate action
     

    Receive near real-time updates on batch job successes and failures like below.

    how to use Mass Action Scheduler with examples : https://github.com/douglascayers-org/sfdx-mass-action-scheduler/wiki/Examples

  • Companies are getting increasingly reliant on applications such as Salesforce.com and Google Drive. The ability to share information between these applications enables streamlining business processes. We can integrate Google API’s with salesforce by using below steps. Follow the below steps for the integration of Salesforce and Google drive :- Create App in Google Console Open […]

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  • 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 […]

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