Jitendra Zaa's Blog

Send Salesforce Survey Without Code

posted by Jitendra on October 21, 2018October 22, 2018 under category Salesforce and tagged as Flow, Point and Click, Process builder, Survey with 1 Comment

Use Flow & Process builder to send customer satisfaction survey on case close

Salesforce Survey is available in Health Cloud & Financial Service Cloud otherwise its paid. Community Cloud is also required to use Survey. If you need to practice Survey, create a 30 day trial org from this URL (mentioned in this trailhead module). One Survey can be created and used in Enterprise and Unlimited edition, so if you need only one survey then its free. In my case, I had to send same question to every customer on Case close , so it was free.

Prerequisite to use Salesforce Survey

Step 1 – Enable & create Community. Once community setup is done, we would need to activate it. Community can be created by any template. It can be blank as well, if it’s being created only for survey.

Step 2 – Enable Salesforce survey by navigating to Admin setup. You would need to select Community, which would be used by Survey to compute public unique link.

Salesforce - Enable Survey — Salesforce – Enable Survey

Continue reading “Send Salesforce Survey Without Code”

Build a Salesforce DX Plugin in 15 Min

posted by Jitendra on September 14, 2018November 19, 2018 under category Salesforce and tagged as Dreamforce, Salesforce DX, sfdx, Slideshare with 1 Comment

My Dreamforce Session to create a Salesforce DX plugin in 15 minutes

Before deploying metadata in Sandbox of production, have you felt that how great it would be to generate configuration workbook ? Or compare sandboxes for difference ? Or check if fields are used on any page layouts or not ? Dear reader, you are in need of custom Salesforce DX plugin.

You heard it right, Salesforce DX allows custom plugin development. So now question is, how do you connect to Salesforce Org ? Do you need to know about OAuth or Single Sign On (SSO) ?

Complete source code is available on my Github repository here. Continue reading “Build a Salesforce DX Plugin in 15 Min”

Read Query Parameter in Lightning Component

posted by Jitendra on September 3, 2018September 14, 2018 under category Salesforce and tagged as Lightning component, Release, Summer 18 with 5 Comments

Launch Lightning Component using formula field and also read query parameter in Salesforce Lightning Component

Before Summer 18, to read parameter in Lightning Component, we had to wrap Lightning Component in Lightning Application. After Summer 18, it has changed for good.

In this blog post we would create a formula field to launch Lightning Component (yes, you read it right). And then we would read URL parameter in Lightning Component using pageReference provided by interface lightning:isUrlAddressable.

Create a formula field on Account to launch Lightning Component and read its parameter. Continue reading “Read Query Parameter in Lightning Component”

Frequently Used Git Commands

posted by Jitendra on August 22, 2018December 10, 2018 under category Tech Tips and tagged as Git with 1 Comment

Most frequently used Git commands by developers

Set Git to store credentials

Below command can be executed from anywhere in your system.

git config --global credential.helper wincred

Turn off Warning _LF will be replaced by CRLF_

git config core.autocrlf true
or
git config --global core.autocrlf true

In Unix systems the end of a line is represented with a line feed (LF). In windows a line is represented with a carriage return (CR) and a line feed (LF) thus (CRLF). when you get code from git that was uploaded from a unix system they will only have an LF. Continue reading “Frequently Used Git Commands”

Summary of Attachment, Document, Content Library and Files in Salesforce

posted by Jitendra on July 24, 2018July 24, 2018 under category Salesforce and tagged as Attachment, Chatter Files with 1 Comment

Comparing between Attachment, Document, Content Library and Files in Salesforce

Summary :

Files is new way to store file in Salesforce
Content from external file service like Google, Box appears in Files
Files from Content Library displayed in file
CRM Content Library cannot be created in Lightning experience yet
Attachment and Files are two different objects, so two different related lists.
Attachment can be viewed in Lightning in Notes & Attachment related list
Attachments cannot be created in Lightning Experience, we should not use Attachments in future
To migrate existing Attachment to Files, use this AppExchange from Salesforce Labs
Document tab is not available in Lightning Experience
Documents should be replaced by File
Files yet does not support being used as attachment in Email Templates. If you are using Document in Email template, then keep it in Document
CRM Content delivery not available in Lightning but File can be shared with external user using Link
External user can only view or download file but cannot edit or update
File supports versioning
File can be related with multiple records.
File supports granular level sharing. It would be shared with anyone who has access to parent record. If you want to share with broad audience, it can be shared on chatter.

Continue reading “Summary of Attachment, Document, Content Library and Files in Salesforce”

Salesforce Single Sign On (SSO) using Janrain – Video

posted by Jitendra on July 22, 2018July 23, 2018 under category Salesforce and tagged as Facebook, IDp Initiated SSO, Janrain, Single Sign On, Social Login, SSO, Twitter, Video Tutorial, Yahoo with Leave a comment

How to use Facebook, Twitter, Wechat, Microsoft, Yahoo & many more as a Identity Provider for Salesforce with the help of Janrain Auth Provider – Video included

Salesforce supports many Auth Provider out of the box, which can be used as Identity provider. Some of the examples – Facebook, Google, Github, Salesforce, OpenId Connect , Linked In and Janrain.

If you are in need to use Wechat , Yahoo or some other social account like Microsoft, don’t get disappointed. Even if they are not available out of the box as Auth Provider in Salesforce , Salesforce has provided magical box Janrain. Janrain supports vast list of social platform which can be used as Identity provider for your Salesforce instance.

How Janrain is different compared to other SSO solutions for Salesforce

If we configure Identity provider for Salesforce using Single Sign On or Auth Provider, those options will appear on Login Salesforce page as a button (shown in below image). Continue reading “Salesforce Single Sign On (SSO) using Janrain – Video”

Salesforce Interview Questions – Part 24 – Person Account

posted by Jitendra on July 17, 2018July 20, 2018 under category Salesforce and tagged as Interview Questions, Person Account with Leave a comment

Salesforce Interview Questions related to Person Account

231. How much space is taken by each Person Account record ?
Ans : As it acts as Account (2kb) and Contact (2kb), total space taken is 4kb.

232. Can we create a field on Person Account directly ?
Ans : No. We need to create a field on contact which will appear for Person Account as well. Fields created on Contact appear on Account with extension __pc.

233. Can we select Person Account as parent for Business Account and create Account hierarchy ?
Ans: Person Account is used for B2C & Business Account is B2B model in Salesforce. In real life, headquarter or head office of business Account can never be person Account. Therefore we cannot choose Person Account as parent Account for Business Account. It will throw error –Parent Account may not be a person account.

234. Can we select Business Account as parent for Person Account and create Account hierarchy ?
Ans: No. Standard Field Parent Account would not even appear on Person Account page layouts if we try to add it. Continue reading “Salesforce Interview Questions – Part 24 – Person Account”

Why Quick Actions are not appearing on Case page layout in Lightning Experience

posted by Jitendra on July 3, 2018July 3, 2018 under category Salesforce and tagged as Salesforce Admin with 4 Comments

Solution to make quick actions visible on Case & Work Order Page Layouts in Lightning Experience

If you want quick action to appear on Page layout, all you have to do is add it in Salesforce Mobile and Lightning Experience Actions as shown in below image

Add Quick Actions on Page Layout - Salesforce — Add Quick Actions on Page Layout – Salesforce

Unfortunately this did not worked for Case & Work Order Page layout in Lightning experience. Continue reading “Why Quick Actions are not appearing on Case page layout in Lightning Experience”

Embed Lightning Component in Flow

posted by Jitendra on June 24, 2018June 24, 2018 under category Salesforce and tagged as Flow, Lightning component with 5 Comments

How to create a lookup field in Flow by embedding Lightning Component

Most of us are big fan of Flow but at the same time we miss a lot of obvious features like lookup fields, model dialogues etc. This blog post might bring excitement and motivation to give more attention and love to Flow.

Around 3 years back, I had written a post on how to create a lookup component in Flow. That solution was just a workaround without user friendly experience. Lets focus on better user interface today, In this post we will give lookup field ability to flow by simply reusing existing Lightning Component.

Click here for animated image showing Flow in action supporting Lightning Component.

First and foremost, make sure you enable Enable Lightning runtime for flows by navigating to Workflow | Process Automation Settings , Otherwise flow would not run in classic runtime environment. Continue reading “Embed Lightning Component in Flow”

Using SalesforceDX (SFDX) with non Scratch Orgs

posted by Jitendra on June 24, 2018July 1, 2018 under category Salesforce and tagged as Salesforce DX, sfdx with 11 Comments

How to use SalesforceDX (SFDX) with Sandbox, Developer and Production Orgs

We have gone through few blog posts about SFDX and its capabilities in past. In this post, I will explain steps on how to use SFDX with developer, Sandbox or Production Org. In short we will discuss how to use SFDX with non Scratch Orgs. We would be using official Salesforce IDE for SFDX, which is VSCode.

Assumption – VSCode extension is already installed in your VSCode.

Create SFDX project in VSCode

Open VScode and press cmd+Shift+p, It will give some option. Select SFDX: Create Project.

Continue reading “Using SalesforceDX (SFDX) with non Scratch Orgs”