Sunday, 20 October 2019

[#Blogged] - Pardot Einstein





Pardot Einstein is used to describing the new AI features available through Pardot and Salesforce.
  • Einstein Behavior Scoring identifies prospects demonstrating buying signals and scores them based on engagement patterns. Einstein leverages prospect activities in Pardot, such as link clicks and forms submissions, to determine which prospects are most engaged with your marketing efforts.
  • Einstein Lead Scoring analyzes historical marketing and sales data to discover the top factors that determine whether a lead is ready to convert. This score is continually updated as more patterns emerge.

Pardot Einstein brings the power of AI to B2B marketers! Say hello to Einstein Behavior Scoring, Einstein Lead Scoring and Einstein Campaign Insights (beta).
The Pardot Einstein FAQ will provide you with information on:
  • How to access each feature
  • How much data you will need for Einstein to do its work
  • How Pardot Einstein can help you understand your lead engagement


Source: Trailhead

Friday, 18 October 2019

[#Blogged] - Enhanced Email in Salesforce

Enhanced Email gives you and your users a ton of email functionality to better drive your business processes, including the ability to relate emails to other records, add custom fields to emails, use triggers with emails, modify the email layout, and manage emails using the Salesforce API.
Enhanced Email is automatically enabled for most organizations except ones that use Email-to-Case. With Enhanced Email, emails are stored using the standard Salesforce object, EmailMessage.
With Enhanced Email, emails sent from Salesforce are saved as Email Message records and Task records.

Wednesday, 18 September 2019

[#Blogged] - Change Event Object Support in Salesforce

Change events are available for all custom objects defined in your Salesforce org and few of standard objects. 

The following standard objects support change events.

  • Account (including Person Account)
  • AccountContactRole
  • Asset
  • Campaign
  • CampaignMember
  • CampaignMemberStatus
  • Case
  • Contact
  • Contract
  • ContractLineItem
  • Entitlement
  • Event
  • EventRelation
  • Lead
  • ListEmail
  • LiveChatTranscript
  • Opportunity
  • OpportunityContactRole
  • Order
  • OrderItem
  • Product2
  • Quote
  • QuoteLineItem
  • ServiceContract
  • Task
  • TaskRelation
  • User (including partner users)

Wednesday, 7 August 2019

[#Blogged] Best extensions to use to improve your Salesforce Experience -Part 01

Salesforce(Salesforce.com) is a CRM (Customer Relationship Management) which bring companies and customers all together.

Salesforce created the 1-1-1 Model of Integrated Philanthropy, where companies contribute 1% equity, 1% of their product and 1% of employee hours back to the community.

Salesforce Ecosystem which is called #SalesforceOhana consists of world-class Developers, Consultant and Administrators all over the globe.

Salesforce Products

Sales Cloud

Service Cloud

Platform

Marketing Cloud

Commerce Cloud

Community Cloud

Quip

Demandware

Heroku

MuleSoft

with over 100,0000+ customers.

Most recently, the software company acquired MuleSoft for $6.5 billion and Tableau Software for $15.7 billion.

Install and manage extensions

Open the Chrome Web Store.

Find and select the extension you want.

Click Add to Chrome.

Extensions will let you know if they need certain permissions or data. To approve, click Add extension

Extensions are add-ons which help improve Salesforce Experience by Amazing Developers & Companies.

1 - Salesforce inspector

62,461 users

Productivity tools for Salesforce administrators and
developers to inspect data and metadata directly
from the Salesforce UI

Extension Link: https://bit.ly/25BUQuR

2 - Salesforce advanced Code searcher

38,736 users

By using the advanced quick find you can get your code few clicks shorter. Also, you can search any string your code

Using this extension you can search your code components your salesforce instance:

1) Apex Classes

2) Apex Triggers

3) Visualforce Pages

4) Visualforce Components

Extension Link: https://bit.ly/2GL3eDM

3- Salesforce API Fieldnames

38,026 users

The extension shows the API field names on detail pages

Small extension to toggle between API field names and labels on salesforce detail pages.

Before:


Extension Link: https://bit.ly/2T6vx4z



4 - ORGanizer for Salesforce

20,862 users

The ORGanizer Chrome Extension (BETA) lets you forget about your Salesforce.com® username and passwords and help you to recognize Salesforce.com® tabs on your browser.

With Salesforce ORGanizer you can:

- Store your frequently used accounts (basic encryption for the password, details on the guide): username/password/ login URL / landing page

- Login an account on a new tab, window and window on incognito mode or get the full login URL for other browsers



- Change an ORG tab and title to instantly recognize which tab belongs to which ORG

- Use the built-in Quick Link tool to quickly access your most used standard Salesforce links

- Create your personal ORG's quick link library to handle special links

- Use the Quick Links tool to make a global search or open a custom relative link (e.g. from a copied Salesforce ID) or login to another ORG

- Use the Quick Console right inside your Salesforce tab to have quick.

Extension Link: https://bit.ly/2f0R2DZ

We would continue to showcase more extensions for #Salesforce in our Upcoming BlogPost/



Monday, 10 December 2018

[#Blogged] My POV of #Ohana 2018 at a Glimpse!


As the Year-end approaches, it seems like every year is dubbed “a year like no other.” But 2018 truly has been more Productive than many other years in recent memory.  In the last 11 months, I have been part of amazing Dreamin Events/ Blogs/ Software Meetups/ Hackathons etc in an awe-inspiring journey with #SalesforceOhana.  Let's walk through the year gone by :
 
 January :
 
Your Virtual Experts (Salesforce Development and Consulting Firm).  
 
Your Virtual Experts is a leading expert when it comes to Salesforce CRM integration & customization. With Force.com and Apex, we can make SalesForce the platform for all your operations, human resources, claims management, resource management etc.
Read More:https://www.yourvirtualexperts.com/
 February :  
 
Trailblazer Voices: How Failure Can Point to the Right Path(Salesforce.com Blog)  
 
Think back to your 18-year-old self. You’re out of high school, expected to continue your education, and feeling excited about adult life. Now, imagine if you were faced with two choices: attend a four-year university with your friends, or get an internship in a technology you’ve never heard of. Which would you choose?           
Read More:https://sforce.co/2zEYagT
The year did start with a bang but it has iits cons like a month where I hadn't got any projects to work on.
 
But this quote by Lauren Conrad has kept me going.  “There is never just one thing that leads to success for anyone. I feel it always a combination of passion, dedication, hard work, and being in the right place at the right time.”
 
March:
 
 All About Lightning with Pritam Shekhawat (Salesforce Chandigarh Developer Group)  
 
Lightning includes the Lightning Component Framework and some exciting tools for developers. Lightning makes it easier to build responsive applications for any devices.           Read More:https://bit.ly/2E2HLqi
 13 Reasons Why You Need to Get Salesforce Certified. (Guest Blog).  
 
Are you looking to enhance your career, join a growing and vibrant community and travel the world? Then, it’s time to become Salesforce certified! And if you’re already certified, why not elevate your status to MVP? A Salesforce MVP is a valued thought leader recognized throughout the Salesforce community, always giving back by helping others.           
Read More:https://bit.ly/2FNr1Fb
April :
 
A month where I relaxed  and rejuvenating my brain cells for more focus and dedication towards work.
 
May:
 
Apexchamp 2018 ( Salesforce Virtual Hackathon)
 
ApexChamp is a community-led hackathon for professionals around Salesforce who love to code and challenge themselves. The aim is to revive the geek inside you by hosting an online contest in an upcoming month. Developers who get selected in this online contest would be invited for a programming challenge. Read More:http://www.apexchamp.com/
Trailhead Global Gathering with Naga Kiran(Salesforce Chandigarh Developer Group)
 
We feel privileged to welcome you to this very special meetup at Chandigarh Salesforce DUG along-with the Chandigarh Salesforce WIT & Chandigarh Salesforce UG where we are going to host our special guest Mr Naga Kiran Manyala (https://twitter.com/SfdcKiran) , Developer Advocate at Salesforce (India).
Read More:https://bit.ly/2mYj4Ry
Difficulty in getting sponsors for apexchamp.
 
June:
 
Special North India Joint Meetup with Erica Kuhl & Daniel Peter (Salesforce  Jaipur Developer Group)
 
Salesforce Jaipur Developer Group We're pleased to announce a very special meetup on June 19 featuring Erica Kuhl - Vice President, Community coming all the way from Salesforce HQ. Erica will be joined for this meetup by Kiran from Salesforce India Developer Relations team. AN EXCITING UPDATE - Daniel Peter, a Salesforce MVP & Organiser of Bay Area Developer User Group will also be joining us on this special occasion.
 
Sharing My #Trailblazer Story with  Audition in Hyderabad was amazing. I have spoken in many meetups but It was first Dreamin Event. I am more of a Setting up person so the Speaker can be comfortable and good with their presentation. Add-On was Sharing my Story Salesforce via Video Interview and Getting my trailblazer hoodie and picture :) Proud #Trailbalzer
Read More: http://hyderabadtrailblazin.com
Half a year is gone by till here and still, there is so much more to share with you guys.
 
July:
Service Cloud Consultant Certification (4X Salesforce Certified Professional after Force.com Got retired)
 
Candidates should be able to successfully design and implement maintainable and scalable Service Cloud solutions that meet customer business requirements and contribute to their long-term success.            Read More:https://sforce.co/2rbfTI8
Marc Benioff Follow Back.
 
Jaipur Dev Fest 2018(Attendee)
 
Salesforce events actually give you a chance to learn immense knowledge about the platform also meet people you usually interact via Twitter, Trailblazer Community or different Salesforce Question Forums etc. Attending the Jaipur events and Jumping from one technical session to another was best. Thanks to Salesforce Relations Team For Placing me in Top 10 Salesforce  Rockstars you should meet.           
 
Read More:https://bit.ly/2zuNpO6
It was a struggle to balance things when everyone was running in different directions to make Apexchamp happen.
 
August:
 
Equality in a Box (Salesforce Chandigarh Developer Group)
 
Salesforce wanted to provide an equal pathway for everyone to land a top job in the workforce of the future. Today, over 7 million badges have been earned, and people from all walks of life have been inspired to transform their careers. But there’s still a major equality gap in technology caused by many factors including the lack of accessible education. BAM! It’s time to bring education and opportunity to everyone. It’s time to Be A Multiplier.           
 
For every meetup, we work hard and yet sometimes people don't show up.
 
Salesforce Lightning Bolt Tattoo
 
Salesforce has been the turning point of my life. Now it's a part of me too! #Trailblazer #SalesforceOhana
 
September:
 
#Community Summit.
 
#ApexChamp Phase 1 Winners
 
Apexchamp Top 19 for Second Phase Apexchamp organised a Online Examination to select top 19 out of 800 participants to take part in Salesforce Hackathon.
 
Salesforce Saturday with Stephanie heerara ( Salesforce Learning Hours)
 
One time opportunity to meet virtually Stephanie Herrera (Director of Salesforce & Business Systems , Spredfast, Salesforce Saturday Founder, PepUp Tech Co-Founder, Salesforce MVP). She is inspiration, motivation to all of us, if you have any query regarding Salesforce as a Technology , Future this is the platform to get all you queries answered.          

 
A moment of disappointment came when my Visa got rejected for Salesforce DreamForce Event,San Francisco and I couldn't attend it irrespective of having all the information and documents.
 
October:
 
Apexchamp Winners Announcements

 
November:  
 
Dreamforce Global Gathering with Salesforce Amy(Salesforce Chandigarh Developer Group) Four days of inspiration, giving back, and having the time of your life with fellow Trailblazers — that only begins to describe the most innovative software conference in the world. With 2,700+ sessions to help every role in every industry succeed, opportunities to get hands-on with the latest product innovations, and thousands of Trailblazers to learn from, Dreamforce is not to be missed.

 
December:  
 
India Dreamin 2018.(Attendee)
 
India Dreamin, standing true to its name. The first day was just so inspirational whether the speakers talking or listening to different ideas over the community dinner This Year does seem to be full of aspirations. #IndiaDreamin18 was amazing Event full of knowledge along with amazing back-to-back Sessions of  #Speakers with interesting topics. Kudos to core team. See you next year :) 🐼 #PandaHugtoeveryone. #IndiaDreamin18 #Salesforce
 



This Year has made me learn, achieve, believe and understand a lot of things not just about Salesforce but also about me. So I, end this blog with this very determining quote by Pete Maravich - “There is nothing wrong with dedication and goals, but if you focus on yourself, all the lights fade away and you become a fleeting moment in life.”

Thursday, 2 August 2018

[#Blogged] Glimpse of #JDF18

Its been almost a week, since #JDF18 had created magic.
#JDF18 - Jaipur Dev Fest, which is organised by an amazing Team - Ankit, Abhinv,Gaurav and Neetu.
If you guys don't know, #JDF17 was the first Dreaming Event organised by Salesforce Community in India (or maybe Asia-Pacific) and also first Salesforce event that I attended.

Salesforce events actually give you a chance to learn immense knowledge about the platform also meet people you usually interact via Twitter, Trailblazer Community or different Salesforce Question Forums etc.

Let me give you a glimpse through my lens of the #JDF18 Event. So I landed in Jaipur on 27 July 2018 which started off with an interactive session with the fellow community members at the hotel, sharing crazy excitement about the event that went on till 5 AM in the morning.

#JDF18 was held on 28th July 2018 at Jaipur Convention Center. The Keynote started by Salesforce Relation Team India Kiran and Shanshank ( I always miss the starting of the event) read that it was amazing via tweets that were buzzing at the speed of lightning.
I was there listed in the keynote with 9 other awesome people on the screen as the "10 Rockstars You Would Not Want To Miss Meeting". You should follow them all on Twitter! Like right now.




Its impossible to attend all the sessions, apologies. So, I attended a few sessions at # JDF18 but I'll catch up with the slides and ppt shared by #JDF18 team.
Sessions I attended:
1 - Connecting the Customer Success platform
2 - No code "IBM Watson"Integration Using External Services and flows
3 - Platform Events + BigObjects=(Big) Like!
4 - Design thinking principles
5 - Women in Tech Panel Discussion
6 - Panel: Fireside Chat with Top Salesforce Partners

7 - Panel: CTA Panel Discussion


Travelling to every session, you can't take your eyes off from Sponsors booth and #swags.Thanks to all Sponsors for being there at #JDF18.

Demo Jams are always amazingly done by #MVP Joshua who participated by Autorabit, 360 cloud Sms, iBirds, SMS- Magic. And Autorabit won again at #JDF18 after Hyderabad Trailblazing.

Did I forgot to tell about the Post - Event Party held into 3 Zones:
1- Haveli - Dancefloor
2 - Booze & Food floor
3 - Networking ground

With my #Volleyball sprain, I could only explore only last 2 zones. And when you connect with amazing people you learn a lot!

Nothing like such an event is possible without a team of leaders and volunteers. Kudos To All Of Them!

Thanks to whole #Ohana for an amazing event and hope to see everyone next year #JDF19.

Wednesday, 1 August 2018

[#Blogged] Apex Test Class Best Practices

You have to cover at least 75% but getting 100% must be the prime focus.
Never code to get the percentage cover.

  • All test methods should reside in a separate class from the class in which the method being tested resides.
  • These classes should be appended with the word Test followed by the name of the class being tested, e.g. OpportunityServicesTest.Some people use Test in front which is confusing and would consume more time while deploying/packaging.
  • These classes should all use the @isTest annotation.
  • Each method in the production class should have, at a minimum, one corresponding test method in its test class and should be appended by “test.”
  • There should be a minimum of “Null Pointer Exception test” as part of negative testing for each method, especially the methods that accept parameters.
  • A method without an assert statement is not considered a test method. A large number of relevant assert statements increases confidence in the correct behaviour of business logic.
  • There should be a comment with each assert statement explaining what is being tested and what the expected output is
  • Only use isTest(SeeAllData = true) on class methods in exceptional cases where there are sobjects that don't allow DML operation e.g. PriceBook creation.
  • System.runAs will not enforce user permission or field level permission.
  • All test data creation should be done from a Utility class. This allows for a streamlined creation of test objects that adhere to all the validation rules.
Resources :
  

Thursday, 12 April 2018

[#Blogged] First Code back in 2014 - Attachment Upload in Salesforce.

Hey #Ohana,

I am amazed to share the First apex class I wrote back in 10/17/2014.

Apex class used to upload an attachment referencing Parent Id in the Visualforce Page.
Salesforce attachment represents a file that a User has uploaded and attached to a parent standard or custom object record. If the user has created permission on a parent object, then only he/she can able to attach an attachment to the parent object.

You can have a look at the amazing video by Jeff Douglas

When Did you code first time and which functionality was that?

Saturday, 17 March 2018

[#Blogged] How to capture Facebook leads in Salesforce?

Business Requirement - Client promotes his business on Facebook and would like to use Salesforce to store leads and contact them in future. What would be the solution to go ahead with it?

Solution- Rest API Integration/Data upload via Data Loader/Salesforce Lead Capture.

Let's go ahead easy Automation way, Salesforce Lead Capture.
Automate leads from Facebook Lead Ads directly into Sales Cloud
Lead Capture for Sales Cloud allows brands running demand generation campaigns on Facebook using Lead Ads to automate lead form submissions directly into Sales Cloud and map them to Lead Objects.

Screen Shot 2018-03-16 at 7.47.37 PM

This App is provided by Salesforce.

Let's start configuring it in our Developer Org.

Login to App-Exchange and download an app from the link below:

https://appexchange.salesforce.com/appxlistingdetail?listingId=a0N3A00000DrzmfUAB.

Install for Admins only, as we would need to setup it correctly. You can decide it according to your business requirements.

Screen Shot 2018-03-16 at 7.49.29 PM.png

After installing an Appexchange, we usually look in the Application tab for the app installed.

You can find a custom tab created as 'Lead Capture' in the All tabs in Salesforce.

Please authenticate your facebook account which has your business page.Make sure you are admin of the facebook page you wish to automate leads.

Screen Shot 2018-03-16 at 8.05.45 PM.png

Please select which business page(Facebook) you would like to link it.

You would be shown some active forms which fetch data from the Facebook business page.

Screen Shot 2018-03-16 at 8.05.56 PM.png

Map Form fields with Salesforce lead fields (Standard and Custom Fields).

Screen Shot 2018-03-16 at 8.06.05 PM

You can use Fixed Value for some required fields in the lead object.

Screen Shot 2018-03-16 at 8.06.30 PM

So whenever new lead would be submitted, It would be automatically transferred to Salesforce.

Screen Shot 2018-03-16 at 8.06.41 PM.png

How to differentiate between Normal leads and leads which would be inserted into Facebook?

Salesforce Lead Capture used an External ID field as Facebook lead ID ( External ID field is used to avoid duplicates in the records as it performs as a unique key ). You won't find it in the page layout but you can add it there.

Create a list view and in the criteria, you can use Facebook Lead Id not equal to NULL( Facebook_lead_id__c != NULL).List view would show all the leads which would be coming from Facebook.

As we installed the App in the developer org, How to test it if we configured it correct or wrong and lead is going correctly in Salesforce?

Thanks to Facebook, we have a Lead Ads Testing Tool.https://developers.facebook.com/tools/lead-ads-testing

Thursday, 1 March 2018

[#Blogged]Transient Keyword in Salesforce

Declaring variables as transient reduces view state size. A common use case for the transient keyword is a field on a Visualforce page that is needed only for the duration of a page request, but should not be part of the page's view state and would use too many system resources to be recomputed many times during a request.
The transient variables are not passed to view state and therefore not stored in View State.

difference between transient instance variable and a static variable?

Static methods, variables, or initialization code are associated with a class and are only allowed in outer classes.
When you declare a method or variable as static, it's initialized only once when a class is loaded. All static member variables in a class are initialized before any object of the class is created.  Indeed they aren't transmitted as part of the view state for a Visualforce page.
Using static variables will cause only one instance of the variable to be loaded when the application loads and that variable will not go out of memory until the app is closed.  It holds information that is common to all instances on a class and It is shared between them instead of being created a new with each instance.
while
Transient keyword to declare instance variable that can not be saved and should not be transmitted as part of view state for visual force page.
Basically, View State is an encrypted, hidden field on a Visualforce page that keeps track of Apex controller state & Visualforce page state between server requests. This field is only generated when there is a tag present on a page.

ViewState is only used on a single page that handles postbacks. Once you redirect to the new page, the ViewState is lost.


The Whole Process of Calling is like this :

A. URL Requested
B. Apex Controller Instantiated on Server
C. Controller State Serialized & Encrypted to View State
D. Page Markup Sent to Browser & Rendered
E. View State Decrypted & Deserialized (for Postbacks)

View State Automatically keeps track of field values for you and Allows for easy AJAX functionality. In order to remove View State Error, we use 4 methods.

A. Reduce Number of Components
B. Use the transient Keyword
C. Use JavaScript Remoting
D. Use the Streaming API


References: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_keywords_transient.htm

Tuesday, 20 February 2018

[#Blogged]Granular Locking in Salesforce

Granular Locking in Salesforce

The system employs additional logic to allow multiple updates to proceed simultaneously if there is no hierarchical or other relationship between the roles or groups involved.

For example: if you trying to edit the user details but on the other hand automated process is already doing that then you are not allowed to edit.

for this we use granular locking, this will not lock the entire table but only specific data.

What are the key advantages of granular locking?

1) Groups that are in separate hierarchies can be manipulated concurrently

2) Public groups and roles that do not include territories can be manipulated concurrently

3) Users can be added concurrently to territories and public groups

4) User provisioning can occur in parallel

5) A single-long running process, such as a role delete, only blocks a small subset of operations

Benefits to customers:

Customers who frequently experience locking that restricts their ability to manage manual and automated group maintenance operations.
Enable granular locking, which attempts to lock only the modified portions of the table. This can improve the performance of the following items:
1) Adding/deleting/transferring user from a territory
2) Re-parent a territory
3) Create or delete a territory within a hierarchy
4) Adding or removing a forecast manager


Check the below link for more information
https://resources.docs.salesforce.com/sfdc/pdf/draes.pdf