Salesforce: Using Macro

Macro is another productive tool for Salesforce users when working with repetitive tasks, such as send an email with the same content, create a task and etc. It works for both Console or Standard Lightning app but on Desktop only. Here is the step to enable and set up macros in Lightning. 

Enable share and organize macros in folders

Go to the setup menu and enable "Share and organize macros in folders" in Macro Settings.

Go to Setup | Object Manager | Macro | Page Layout. Edit it, and add the "Folder" field on the layout

Go to Macros tab (not in setup)

• Create folder
• Share the folder to Users, Roles, or Public Groups

Permission

• To view macros: Read on macros object
• To create and edit macros: Create AND Edit on macros object
• To run irreversible macros: "Manage Macros Users Can't Undo" permission

Utility Bar

• Make sure the user profile has been enabled for the app
• Add Macros in the Utility Item

Create Macro

• Open a record of an object, such as Case, Lead, Contact, etc.
• Click + icon or "Create Macro" button
• Enter Name, Description, Apply To, and Folder then Save
• Click Edit Instructions to open Macro Builder
• On canvas, select an action such as Log a Call, Send Email, etc.
• Click Save when done

    * Optionally, you can leave the Submit button, so the user can manually save the task populated.

Run Macro

• Open a record
• Click Macros in Utility Bar
• Select a macro
• Click "Run Macro", the Description when we entered when creating macro will be shown here.

    For governance, your user should not see the "Edit" link in nabove screenshot.

    

Reference: 

• Create Macros in Lightning Experience
• Share Macros Using a Folder in Lightning Experience

Einstein Analytics is now Tableau CRM (Spring '21 release)

In Spring '21 release, it is official that Einstein Analytics is now Tableau CRM.

Analytics Studio in Spring '21 release

Analytics Studio in Winter '21 release

As usual, in every release, there will be a lot of features introduce (including Pilot and Beta release). I will highlight a few features more interesting for me.

No love for Dataflow

Sorry dataflow fans, no new features in the dataflow in Spring '21 release. Since the previous release, the team has been concentrated on the new Data Prep. However, since Data Prep is not working well for me yet, I will stick with dataflow, until Data Prep support:

• SAQL
• Retrieve data from Salesforce directly (for not sync org.)

Reusable Components (Generally Available)

Reusable Components introduced in Winter '21 release as Pilot, now available as GA in Spring '21 release. With this, dashboard builder can easily reuse the same charts, tables, filters, text, and more in multiple dashboards.

Here a few more feature of the component widget:

• Reusable Components also support multi-pages, so you can use a link widget to open a specific page of the component. 
• You also can "refresh" and edit components from the dashboard.
• You also can set to allow filtering and faceting between dashboard widget with widgets in the component.  

 

Custom Tooltips Number Widget

Instead of adding a simple tooltip, the Spring '21 release offers a full-blown feature in the number tooltip, however, users may not know that hover over the number widget will show more insight.

Notifications and Subscribe from Embedded Dashboards

This is pretty slick to let users ability to set notifications and subscribe to a widget in the dashboard embedded in a Lightning page.

Reference:

• Be the Boss of Building Dashboards with Reusable Components (Generally Available)
• Add Custom Text and Visualizations in Number Widget Tooltips
• Enable Notifications and Subscriptions in Embedded Dashboards

Salesforce: Dynamic Actions

Buttons on the Lightning page are set in the Classic page layout under the "Salesforce Mobile and Lightning Experience Actions" section.

Since Summer ’20 release, Salesforce introduce Dynamic Actions, with this, you can configure buttons on your record page directly within the Lightning App Builder, and will not depends on the (classic) page layout anymore.

Dynamic actions can be enabled for each Lightning Page, not the whole Lightning Page, so you can take time just to enable the ones needed.

From the Lightning App Builder, click Highlights Panel at the top, then click the "Upgrade Now" button.

Once enabled, you cannot disable it back, unless you create the new Lightning Page for that object, or delete and add a new Highlights Panel component.

After clicking "Upgrade Now", you will be presented with options to Migrate or Start from Scratch. 

Once this is done, any changes on the button in the "Salesforce Mobile and Lightning Experience Actions" page layout and compact layout will not impact to buttons on the Lightning page.

With Dynamic Actions enabled, you can set the action/button visibility based on criteria of the record fields, login user, or devices.

Reference: Learn MOAR: Try Dynamic Actions in App Builder with the Summer ’20 Release

Salesforce: Search Result Layout by Profile

Recently I encountered that not all Salesforce admin aware that we can customize search result layout -- here means the fields in the search result. Particularly for admin that still use Classic when working in the setup menu, with the reason such as Classic much faster, or no difference in terms of setup in Classic and Lightning. 

So, if you still using Classic in setup, be aware of this, Search Result Layout by Profile is just one of the samples, you will not see "Search Layouts" which only visible in Lightning.

Compare to what you will see in the Classic setup menu

Note: Search Filter Fields in Classic setup no longer applicable in Lightning, because users can filter any fields display on the result.

However for the search result, even there is no Search Layout setup menu in Classic, users will see the same fields in the search result in Classic as the search result in Lightning. 

Below screenshots are taken from the same user with the profile of the search layout configured in Lightning. 

in Classic

in Lightning

Reference: 

• Put the Pro in Profile with Profile-Specific Search Results Layouts (Beta)
• Create Profile-Specific Search Results Layouts (Beta)

Einstein Analytics: Alignment on Date Widget in Filter

We can use a Date widget easily as a dashboard filter, the display would be perfect to put next to the List widget. 

Until you set the layout properties with Row Height = Fine, which will change the Vertical spacing to 0. The widgets now become too thin.

As per normal, we will try to extend the height by 1 pixel for all widgets used as filters. The list widget looks just fine, but not for the Date widget, it does not look good at all, the label font size is too big, and the value not visible at all.

Solution: change the Date widget to the Filter widget

The filter will work perfectly fine, you can set some color in the filter style for a better design, and you also can set the Initial Values in the Filter widget, as in the List or Date widget.

Salesforce: Case Assignment Rules not working

Case Assignment Rules have been available in Salesforce for many years, admin can easily configure the case ownership when a case created. 

However, in some scenario, the rules do not work, here a few scenarios:

The rule is Active
Only one assignment rule can be activated in one org., so make sure the correct rule is active.

Notes: In a very rare event, the rule can be just 'hang', even there is an active rule, but the system detects there is no active rule. You can just simply deactivate and re-activate the rule.

With "Show on edit page"

- In Lightning - you will not see "Assign using active assignment rule" check box 

- In Classic - Error: There is no active case assignment rule

Correct Rule Entries
Make sure the criteria are correct and put in the right order, once a rule is matched, the system will not go further to check for other rules below in the order.

Case Page Layout Properties
Many admins missed this one. To force Case assignment rules, select Default under Case Assignment Checkbox and unselect 'Show on edit page'. This means end-users won’t see any option to turn off case assignment rule when creating and editing a case.

If both 'Show on edit page' and Default options are chosen, the assignment checkbox is displayed and is checked by default. The default setting will force the assignment rule to run unless the user manually deselects the checkbox.

Cases created through Email-to-Case

For cases created through Email-to-Case, the assignment rule will not fire because the 'Case Owner' field on 'Routing Address' under Email-to-Case has User or Queue selected and this will override the Default Case Owner field that's specified on the Support Settings page and in the assignment rule.

Reference:

• Case or Lead Assignment Rules fail to set the Owner
• Assignment rule does not fire on Cases created through Email-to-Case
• Why Salesforce assignment rule is not working?

Learn new skills with Salesforce Trailblazers Community!

注：このブログはGoogle翻訳を使用して翻訳されています

こんにちは日本先駆者、コンニチワ、私の名前はヨハン・ユー–シンガポールの先駆者です。私は2004年からSalesforceエコシステムで働いています。そして今まで、私はまだプラットフォームとコミュニティに多くの情熱を持っています。なぜですか？このブログを読んで調べることができます。

私の最初のDE組織

歴史とプラットフォーム

Salesforceは、サービスとしてのソフトウェア（SaaS）のパイオニアであり、Marc Benioff、Parker Harris、および1999年にサンフランシスコの小さなアパートで数人の創設者によって開始されました。SalesCloudから始まり、今でも最も人気のあるSalesforce製品です。今。

Salesforceが過去何年にもわたって最高の顧客関係管理（CRM）アプリケーションであり、マーケットリーダーであることは間違いありません。 Salesforceでは、ハードウェア、オペレーティングシステム、ハードウェア、データベース、バックアップ、セキュリティなどを購入する代わりに、従来のソフトウェアのように、インフラストラクチャなどを気にすることなく、ビジネスプロセスに集中することができます。

Salesforceはクラウド上にあるため、いつでも、どこからでも、どのデバイスからでもアクセスできます。 Salesforceは最初からプラットフォームを「クリック・ノット・コード」として宣伝しており、管理者は検証ルール、フィールドフィルター基準、ワークフロールール、割り当てルール、ページレイアウト、プロセスビルダー、フローなどのコードなしでプラットフォームを構築できます。 。

タイムラインに沿って、SalesforceはService Cloud、Marketing Cloud、ExperienceCloudなどからますます多くの製品を導入しています。

2014年にパーカーハリス氏と

地域社会・共同体

もちろん、製品としてのSalesforceプラットフォームは素晴らしいですが、Salesforceを他のベンダーと比較して優れている点がもう1つあります。それは、Trailblazersと呼ばれるコミュニティです。 https://trailblazers.salesforce.comから、世界中の何百万ものTrailblazerと接続できます。また、Salesforce製品に関連するものについては、Answersから質問したり、特定の製品や機能に向けたコラボレーションから質問したりすることもできます。

Salesforceで何かを設定するのに行き詰まったり、期待どおりに機能しない場合は、Trailblazersコミュニティに質問を投稿すると、数分で無料で回答を得ることができます。 Steve Molisのような人々は（現在）86K以上の回答にSalesforceから支払われていません、私は8K近くの回答に回答しました、そして世界中のより多くの先駆者が同じことをします、私たち全員が助けるための考え方であなたの質問に答えますあなたは無料であなたの問題を修正します、なぜ私たちはそれをしているのですか？

なぜなら、私たちがあなたの質問に答えるとき、私たちは新しいこと、新しい問題、そして新しい解決策を学ぶからです。あなたの会社やクライアントではまだ問題が発生していない可能性がありますが、同様の問題が発生した場合は、すべてのソリューションを備えています。

その上、世界中から数百または数千のSalesforceユーザーグループがあります。これらのユーザーグループは、顧客またはパートナーが主導しています。こちらをご覧ください。あなたはあなたの地域、あなたの街でのミートアップに参加して参加するべきです、そしてあなたがあなたのネットワークを構築するためにあなたの地元のグループとボランティアし、助け、話し、そしてあなたの知識を共有しようとするとさらに良くなります。

学ぶ方法は？

Salesforceは世界中の非常に多くの企業で使用されているため、実装されているSalesforceシステムをサポートおよび強化するために、管理者、ビジネスアナリスト、開発者、アーキテクトなどを探しています。

しかし、私がプラットフォームに不慣れな場合、どのように始めればよいですか？他のベンダーは、数千ドルの費用がかかるトレーニングに参加するように求めますが、Salesforceは、セールスフォースを無料で学ぶことができるTrailheadを導入しました。

シーズン管理者または開発者であるか、Salesforceにまったく慣れていない場合でも、無料で学ぶことができる新しいものが常にあります。トレイルをたどるか、個々のモジュールを選択できます。

閉鎖

SalesforceコミュニティもTwitterに掲載されているため、すばらしい先駆者をすべてフォローする必要があります。これが私のハンドラー@simplysfdcと私のブログsimplysfdc.comです。コミュニティのどこかで私に会ったら、こんにちはと言って、また会いましょう！

思い出…

私は日本食、日本のコミュニティ、そして日本の風景が大好きです。

Salesforce: Notification Builder

Salesforce offers an easy way to notify a user, such as a record owner, team members, etc. You do not need to wring a single line of code to build this (if you prefer); remember the admin motto "click-not-code").

The notification will appear in the Salesforce mobile app and Lightning experience (desktop web browser), but you can determine if you want the notification to appear in the Salesforce mobile app only, the Lightning experience only, or both.

Only a few steps for an admin to build the notification.

1. Create Custom Notifications

This is where we determine where the notification will show: mobile, desktop, or both. Navigate to the Setup menu and search for Salesforce Notifications.

From the Setup menu, search for Custom Notifications; you can create or edit existing notifications.

Once added, the new custom notification will be added and shown under Notification Delivery Settings.

2. Send Custom Notification from Process Builder

In addition to using Process Builder, the notification also can be sent from Flow Builder, Apex, and API.

In the Process Builder, from Action Type, select "Send Custom Notification".

Then, we can define who will be notified

Activate the Process once completed.

Here is a sample of notification in Lightning experience for Opportunity owner

Reference:

• Create a Notification Type
• Send a Custom Notification from a Process
• Considerations for Notification Builder
• Keep Users in the Know with Notification Builder

Salesforce: Controlling Record Access (Contact, Opportunity, Case)

In the previous blog, we discussed sharing record with sharing rules using Public Group & Role. In this blog, we will discuss the additional options to share records based on the object types.

Grant Access Using Hierarchies

In the Organization-Wide Defaults, we can see if Grant Access Using Hierarchies is enabled for each object. For Standard objects, this is enabled by default and cannot be disabled, while for custom objects, admin can enable/disable "Grant Access Using Hierarchies" for each object.

If Grant Access Using Hierarchies is enabled, users in the above role hierarchy will be able to access or edit the records (depend on the profile permission too).

sample: Maria Ann able to access the record, because she is assigned with the higher role hierarchy of the record owner Free Man

While if Grant Access Using Hierarchies is disabled, users in the above role hierarchy will not able to access the records of that object, unless it shared using other methods, such as sharing rules, or etc.

Access to Contact, Opportunity, and Case from Sharing Rule

Contact, Opportunity, and Case are standard objects for Sales/Service Cloud, but these 3 objects are special and different from other standard Salesforce objects, they are linked directly to Account, and admin able to configure access to records in these 3 objects based on the Account ownership.

When you create a sharing rule for Account, you will able to set Contact, Opportunity, and Case access too, so you can define Contact, Opportunity, and Case access from Account Sharing Rule.

Access to Contact, Opportunity, and Case from User Role

Each user ideally assigned with a role. In the role setting, there is an additional access setting for Contact, Opportunity, and Case. 

As the above screenshot, from Role setting in the role hierarchy, user may be able to view or edit Contact, Opportunity, and Case if the user owns the Account. This also includes users in the above role hierarchy of the record owner.