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.
Build a Salesforce DX plugin in Dreamforce 2018 within 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 DXplugin.
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) ?
Give your 15 minutes to me & Abhishek in Dreamforce and we would show tricks and basics of building Salesforce DX in snap of the fingers. Make sure to add this session in your agenda.
Not coming to Dreamforce ? No worries, come back on this post and I would share complete source code and how plugin can be built in 15 minutes.
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.
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
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.
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.
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.
Improve Lightning Component performance using simple 15 rules like Storable Actions, avoiding server trips, Lightning Data Service, Unidirectional data binding, creating component APIs etc
Avoid Server Trips
Most obvious idea to improve Lightning Component Performance is to avoid server trips. Let’s say, you need to know the queue Id to be assigned as owner in Case and also need custom setting information to derive the behavior of Lightning Component. There are two ways to achieve this – Call Apex Controller two times vs return combined results from Apex in single call and process JSON in client side controller of Lightning Component.
2. Use Storable Action
In this approach, Lightning component shows cached result instead of making immediate server trip. Lightning component will make server (Apex) call in background and if cached result is stale, then it would cache and refresh the lightning component. This is very useful for devices which has slow internet connections. If you are Facebook or Google News user, you would be easily relate it. When we open these apps, it shows previous feed and if there are new feeds, it gives us option to refresh view or automatically refresh it. All you have to do is, on client side controller of Lightning component, mark action as storable using this code action.setStorable(). This blog post explains working of storable action in detail. Continue reading “15 ways to improve performance of Lightning Components in Salesforce”