SimplySfdc.com: January 2016

Thursday, January 21, 2016

Chatter Post visibility

As a Chatter user, have you ever wonder where your post will be visible and by who? Table below explains where your post appears and who can see it.

If you post to...	Who can see it?	Where does it appear?	Why would you post there?	Notes
Your profile	Everyone	- Your profile - In the Chatter feed of anyone who follows you	Provide general status updates, thoughts, or ideas, share relevant and interesting articles or links	Use your personal feed to share work-related information. People can choose to follow or unfollow you on a whim. They don't receive email notifications for your posts, so there's never a guarantee as to who sees your post.

Coworker’s profile	Everyone	- Your profile - Your coworker’s profile - In the Chatter feed of anyone who follows your coworker	Specifically direct a question to that coworker and potentially gain insight from followers	Post to someone’s profile if your followers may not be interested. When you post on their profile, they receive an email notification.

Public Chatter group	Everyone	- The group’s feed - In the Chatter feed of every group member	- Ask a question, post a file, or share information specifically relevant to that group - Get feedback and insight from group members	Your broadest and most relevant audience is in topically relevant groups, including people you may not even know. Use groups to ask questions, request feedback, share topical updates, and broadcast important information.
Private Chatter group	Group members only
Unlisted Chatter group	Group members only

Salesforce record (account, opportunity, case, ...)	Anyone with access to that record	- The record’s feed - In the Chatter feed of anyone who follows the record	- Update information that is specifically relevant to that record - @Mention a colleague for additional support - Share a relevant file or link	Rather than emailing a coworker with a question about a Salesforce record, use an @mention on the record's Chatter feed with your question. This takes the work out of contextualizing the email information, and sends an email notification, too. However, the coworker must have permissions to access the object record to see your @mention.

Reference:

Wednesday, January 20, 2016

Salesforce: Getting Started with Fast Update element using Flow

Use case: business users would like easy and fast way to mass update all Opportunity Type to "New Customer" for a specific Account.

Solution: using Flow to mass update all Opportunity Type based on Account Id provided.

1. Create New Flow
Navigate to Setup | Create | Workflow & Approvals | Flows
Click "New Flow" button to start building a flow, you will be bring into Flow Designer.

2. Add Screen "Screen Account Id"
- Name the screen
- Add a textbox field to capture Account Id input by user
- Click green arrow icon to set the screen as Start element

3. Add Fast Lookup "Get All Opty"
- Name the fast lookup element
- Query Opportunity with AccountId equal to screen input field
- Create a sObject Collection Variable, object type = Opportunity, here we name it sobjcollvarOptyToUpdate
- Make sure Id field is save to sObject Collection Variable - we need this for update process

- Connect Screen element box to Fast Lookup box, here is how it looks like at this step:

4. Add Loop element "Iterate Each Opty"
- Name the Loop element
- Loop through sObject Collection variable created
- Create a sObject Variable, object type = Opportunity, here we name it sobjvarLoopOpty
- Assign the collection into sObject Variable

- Connect Fast Lookup box to Loop box, here is how it looks like at this step:

5. Add Assignment element "Set Opty Type"
- Name the Assignment element
- Set Opportunity Type to "New Customer" in sObject Variable

- Connect Loop box to Assignment box, choose "for each value in the collection" in the loop routing option.

Here is how it looks like at this step:

6. Add another Assignment element "Copy to New Collection"
- Name the Assignment element
- Assign sObject Variable (with opportunity Type = New Customer) to a new sObject Collection variable
- Create a new sObject Collection variable, here we name it sobjcollvarOptyFinal
- Select operator = Add

- Connect previous Assignment box to this Assignment box

- Connect this Assignment box to Loop element created earlier, this is to loop next record

Here is how it looks like at this step:

7. Add Fast Update element "Update All Opty"
- Name the Fast Update element
- Use latest sObject Collection variable which contain Opportunity Type = New Customer

- Connect Fast Update box to Loop box, when loop done, the flow will continue to do mass update to all Opportunity.
Here is how it looks like at this step:

8. Add Screen "Success" & "Error"
- Success screen just to show a message that all Opportunities has been updated.

- Add another screen to show error message throw if any error occurred on Fast Update process.

- Connect Fast Update box to Success screen box, continue with drag from Fast Update box to Success screen box, it will automatically show FAULT for the link.

Done, this flow can be enhanced as Process Builder + Auto-launched Flow, example: if an Account is marked as bankrupt, all open Opportunities Stage should be change to Closed Lost.

Reference:

Salesforce: Auto Add User to Chatter Group with Quick Action

In previous blog, we explain step by step on how to configure Process Builder with Auto-launched Flow to auto add user to a Chatter Group upon user creation or re-activation. It's pretty complex as you need to configure a workflow with Time-Dependent Action, continue with Flow, then Process Builder.

There is another option to auto add user to chatter group (not include using apex Trigger), which is using Process Builder with Quick Action, which is much more simpler compare to using time-dependent action workflow and Flow.

Here is the steps:
1. Create Process Builder
2. Select an object
3. Define the Criteria
4. In Immediate Actions, select Quick Actions
5. Enter Action Name
6. Filter Search By Type | Create a Record | NewGroupMember (once selected it will become CollaborationGroup.NewGroupMember)

7. You need to provide 2 variables for the quick actions:

Related Record ID = Chatter Group Id
Member Id reference to [User].Id

Monday, January 18, 2016

Salesforce: Duplicate Management

More than a year ago, I blogged about using DupeCatcher as duplicate management tool in Salesforce. DupeCatcher was a good tool, but with many new enhancements around Salesforce recently, such as: Salesforce1, Salesforce for Outlook, and Salesforce themselves build something similar as out of the box feature called Duplicate Management (under Data.com setup menu). Also, recent poll in Success - Premier Central, standard Duplicate Management has been used by 45% of community.

After play sometimes with Duplicate Management, I foresee this tool able to replace aging DupeCatcher which has been not updated for quite sometimes. What I like from standard Duplicate Management compare with DupeCatcher:

Work well with Salesforce1 app
Work with Salesforce for Outlook
Better duplicate reporting
Respect duplicate management rules for mass data load

To setup Duplicate Management, navigate to Setup | Data.com Administration | Duplicate Management.

1. Matching Rules
Matching rule compares field values to determine whether a record is similar enough to existing records to be considered a duplicate. For example, a matching rule can specify that if the Email and Phone values of two records match exactly, the records might be duplicates.

Matching rules would be the 1st step you need to setup to configure duplicate management, by default Salesforce provide 3 matching rules for Account, Contact and Lead, but they are inactive. In many cases, you need to create your own matching rules based on how your company / organization defined matching rules. See reference links below to understand standard matching rule for Account, Contact and Lead.

To create your own rules, from Matching Rules page click New button.

Step 1. select an object: Account, Contact, Lead or custom object
Step 2. enter rule name, description, select fields to compare as matching criteria, you also can add filter logic if it is not always AND. Depend on the selected field type, matching method can be Exact or Fuzzy.
Step 3. activate the rule, once the rule activated, you will get email that the matching rule has been activated and ready to use.

2. Duplicate Rules
Duplicate rules work together with matching rules to prevent users from creating duplicate records. A matching rule determines whether the record a user is creating or updating is similar enough to other records to be considered a duplicate, whereas a duplicate rule tells Salesforce what action to take when duplicates are identified. For example, a duplicate rule can block users from saving records that have been identified as possible duplicates, or simply alert users that they may be creating a duplicate, but allow them to save the record anyway.

To create duplicate rules, from Duplicate Rules page click New Rule button and select the same object of Matching Rule created earlier, for this blog I'll be using Account. Next page, you need to specify:

Rule Name and Description
Select "Record-Level Security", I'll select "Bypass sharing rules" for this blog, this mean matching rule will compare to the whole database regardless user accessibility
Action on Create and Edit: allow or block
Alert Text
Select matching rule created
Optionally you can add conditions

Once duplicate rule created, you need to activate it.

When duplicate rule is activated and user enter duplicate data, since we allow user to create or edit with alert, user will get option to Cancel or Save (Ignore Alert), it also shown existing record consider as duplicate with the one user trying to create or edit.

By default, it will show fields used in the matching rules, at this moment we are not able to configure it. Thanks to Francis Pindar for his workaround to have fake matching rule to display fields as needed.

Duplicate Record Reports
As I said earlier, we can report on duplicate record easily, you need to create custom report type by each object (Account, Contact and Lead, or All Duplicates), read this document Create Custom Report Types for Duplicate Record Reports for the steps.

Reference:

Friday, January 1, 2016

SimplySfdc in 2015

We just close 2015 and welcoming 2016. I would like to share some interesting statistics for SimplySfdc blog on 2015, a blog dedicated to all Salesforce users around the world. Happy New Year 2016!

In 2015, less blog written (26% less new blog), but the pageview only down more than 5%, while total session down less than 2% only.

Page	2015	2014	change
Total New Page	80	108	-25.93%
Total Pageviews	148,130	156,448	-5.32%
Total Sessions	123,964	126,438	-1.96%
Pages / Session	1.19	1.24	-3.43%

Less traffic (5%) come from search engine, this blog become more known with 24% increase of direct hit to the blog. Interesting to know that more visitors know this blog from referral with increase of more than 154%, while social contribute almost stay the same with 2014.

Channel Source	2015	2014	overall	by number of sessions
Organic Search	82.98%	87.73%	-5.41%	-7.26%
Direct	10.58%	8.48%	24.76%	22.34%
Referral	4.33%	1.70%	154.71%	149.23%
Social	2.12%	2.10%	1.02%	-0.94%

* overall mean percentage of the item compare of total in 2015
* by number of sessions mean percentage of the item compare to 2014 sessions

This year, I see less search engine coming from Google (2% down), while Bing and Yahoo still at their place but get significant increase on overall. This top 3 search engine contribute 99.9% of all total search engine and do not change much compare to 2014.

Top Search Engine	2015	2014	overall	by number of sessions
Google	96.47%	98.64%	-2.20%	-9.31%
Bing	2.02%	0.91%	121.98%	106.66%
Yahoo	1.40%	0.36%	288.89%	261.90%
total 3	99.89%	99.91%

In terms of social media, although I am not in Stack Exchange, but somehow this site come as as the top contributor from social media. Facebook jump 444% compare to 2014 as contributor for traffic to the blog from social media. Sum up of top six social media contribute almost 98% of total social media referrer site.

Top Social Media Source	2015	2014	overall	by number of sessions
1. StackExchange	21.04%	21.78%	-3.40%	-3.42%
2. LinkedIn	20.54%	17.14%	19.84%	19.85%
3. Google+	19.36%	26.24%	-26.22%	-26.91%
4. Twitter	15.40%	14.23%	8.22%	8.18%
5. Blogger	13.45%	16.69%	-19.41%	-19.37%
6. Facebook	8.00%	1.47%	444.22%	438.46%
total top 6 social media	97.79%	97.55%

There is not much change for country of visitors, US visitors still dominant for more than 45%, although in overall user from US increase by 0.09%, but if count by number of users, it down by 1.87% compare to 2014. There in no change in the top 3 countries: US, India and UK. While Australia and Canada change position in top 4 and 5 spot, also France and Germany change position at 6 and 7. Top six countries represent almost 80% of the blog visitors.

Top Visitor Country	2015	2014	overall	by number of total user
1. United States (#1~2014)	45.26%	45.22%	0.09%	-1.87%
2. India (#2~2014)	20.96%	20.99%	-0.14%	-2.10%
3. United Kingdom (#3~2014)	5.96%	6.60%	-9.64%	-11.41%
4. Australia (#5~2014)	2.91%	2.92%	-0.34%	-2.33%
5. Canada (#4~2014)	2.74%	3.03%	-9.57%	-11.37%
6. France (#7~2014)	1.94%	1.79%	8.38%	6.14%
total top 6 countries	79.77%	80.59%*

* total 2014 consist of US, India, UK, Canada, Australia, and Germany (1.83%), France not count

From cities perspective, no change at top 5 cities compare to 2014, although number of users visit the blog for each cities down between 0 - 15%. For spot no 6, we see Pune jump with more than 80% increase and take over Chennai from 2014. Top 6 cities represent more than 20% of the blog visitors.

Top Visitor City	2015	2014	overall	by number of total user
1. Bangalore (#1~2014)	5.93%	5.80%	2.23%	-0.23%
2. Hyderabad (#2~2014)	3.61%	3.78%	-4.54%	-6.41%
3. San Francisco (#3~2014)	3.51%	3.42%	2.58%	-0.58%
4. London (#4~2014)	3.20%	3.30%	-3.11%	-5.01%
5. New York (#5~2014)	2.56%	2.92%	-12.43%	-14.14%
6. Pune (#13~2014)	1.88%	1.02%	84.33%	80.73%
total top 6 cities	20.69%	21.00%*

* total 2014 consist of Bangalore, Hyderabad, San Francisco, London, New York, and Chennai (1.78%), Pune not count

There is no changes in top 5 web browsers which contribute more than 99% of the visitors. This statistic include access from desktop and mobile, where Chrome and Safari getting stronger among visitors, while Firefox and Internet Explorer slowing down. Opera still stay as the minority contribution.

Top Visitor Web Browser	2015	2014	overall
1. Chrome	74.46%	70.11%	6.20%
2. Firefox	12.60%	16.31%	-22.75%
3. Internet Explorer	6.59%	7.96%	-17.21%
4. Safari	5.31%	4.57%	16.19%
5. Opera	0.46%	0.48%	-4.17%
total top 5 web browser	99.42%	99.43%

In terms of operating system, Mac OS get more than 5% increase, while access from mobile almost increase by 50% for both iOS and Android. but mobile access in total still less than 5% of visitors. iOS users almost reach 68%, while total Android users only more than 32%. This is make sense because most of visitors access this blog when they have difficulty in configuring Salesforce.

Top Visitor Operating System	2015	2014	overall
Windows	77.21%	79.73%	-3.16%
Macintosh	16.33%	15.48%	5.49%
iOS	3.37%	2.26%	49.12%
Android	1.60%	1.07%	49.53%
Linux	1.24%	1.30%	-4.62%
total 5	99.75%	99.84%

There is not much different in the top visitor screen resolution, 1366 x 768 is standard notebook screen resolution nowadays. While 1920 x 1080 which is standard resolution for LCD monitor, get a big jump for more than 16%, in contrary 1280 x 1024 which is older standard resolution for LCD monitor drop around 25%.

Top Visitor Screen Resolution	2015	2014	overall
1366 x 768	27.01%	26.91%	0.37%
1920 x 1080	20.58%	17.72%	16.14%
1440 x 900	9.65%	9.87%	-2.23%
1600 x 900	9.53%	9.62%	-0.94%
1280 x 1024	5.52%	7.33%	-24.69%
total 5	72.29%	71.45%