Few of the most common areas where Salesforce professionals or CTA candidates struggle are
- Deciding on when to use Standard vs Custom Object
- When to use Lookup vs Master Detail Relationship
Tag: Video Tutorial
Enable SMS In Salesforce Using Digital Engagement
Amazon, Apple, Google, etc all trillion-dollar companies, what do they have in common? Their obsession for customer service & keeping customers at the center of your business.
It’s not only about trillion-dollar companies, but also medium and small businesses, if they want to succeed in this comparative market, they need to make sure customer service is at the heart of their business.
If I ask you a question, which technology gadget you cannot live with ? That’s your mobile phone and it is pretty much possible that you are reading this blog post right now on your mobile device.
So, if you are a customer and you have some issue, what are some of the options that you would like to use to contact companies? Phone calls are great but the problem is its real-time communication and you need to be on call with a customer representative and cannot do multi-tasking.
The email could be another option, but spammers, marketers they have flooded our email box and to be honest, I hate opening my emails, there are tons of unread email every day.
So, what point I’m trying to make here? I’m indirectly talking about channels and ways customers can try to connect to the company if they face issues. Phone & emails are out because of some reasons mentioned above. The few options which are left are Social media, Live chat, or SMS. Customers can do multi-tasking while using all these channels. They don’t need to be on call for 30 mins or 1 hour to get issues resolved.
That brings us to our blog post title, how can we use SMS in Salesforce to enable customers to reach out via text message? Today, we have lots of options like AppExchange products, Live Message and then there is the new kid on the ground – Digital Engagement.
Live Message product in Salesforce was part of heywire acquisition in 2016. However, like most Salesforce products, Live Message is scheduled to be retired in an effort to give a single omni channel experience to customer reps for all digital channels, which in my opinion is a welcome move.
Enough of background, let’s dive into how do we set up SMS in digital experience.
Salesforce Integration with Nodejs based applications using Canvas
Salesforce provides many ways to integrate with external systems like SOAP, Rest, Bulk API, User Interface API and so on. One of useful way to integrate any existing web applications with Salesforce is using Canvas.
For sake of this post, I’m using Nodejs application and complete source code can be found here , on my Github repository. It can be deployed on Heroku easily, however I used my local computer to run canvas. That also proves point that integration is happening via Browser and therefore canvas application can be hosted on premise and not necessarily on DMZ layer.
Step 1 : Create Connected App in Salesforce
Enable OAuth in Connected app and provide any Callback URL. Canvas app does not use callback URL however we DO NEED scope.
Next step would be enabling canvas app itself connected app along with locations where we would be using it.
Sharing records in partner community from different Accounts
As we know there are limited options to share records between community users.
For Customer Community , we can use Sharing set or Sharing Group.
For Customer Community Plus & Partner Community we can use role & Sharing rule. Maximum role that community can have is 3 per account and thats limitation there as well.
Now , lets assume below scenario
Mastering Visual Studio and Salesforce DX
I’m delighted to announce new Udemy course Mastering Visual Studio & Salesforce DX recorded by me and my friend Amit Chaudhary.
This course is for
This course is for you if answer to any of below question is yes
- New Salesforce Developer and wondering how Visual Studio and Salesforce DX fits together
- Salesforce Admin who don’t want to stay behind adapting source based development methodology
- Experience Salesforce developer worked immensely on force.com IDE and ANT migration toolkit but not able to fit with new development paradigm
- Advance developer or Architect who wants to understand how Unlocked package is different than manage package and unmanaged package
- Want to streamline CI / CD process by developing some advance plugin
Curriculum
- What is Salesforce DX and why do we need it if we already had ANT based metadata tool
- How to remember Salesforce DX
- How admins can use Visual Studio without knowing Salesforce DX command
- Why do we need Scratch Org and difference between scratch org and Sandbox
- When to use Scratch Org
- How to perform relational data load using SalesforceDX
- Automating scripts , from 10 commands to single command
- How JWT OAuth works with Salesforce DX
- How Salesforce DX plugin boiler plate can be created within 5 minutes
Udemy is running huge sale , Click below image to get discounted price for this course !!!
Video – Large Data Volume – How Lightning Platform Query Optimizer Works
Last year I presented how Query Optimizer works in Kitchner developer group. Found myself coming back to slide multiple times, so thought its good idea to post all information in this post.
Salesforce Single Sign On (SSO) using Janrain – Video
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).
Salesforce Integration with SQL Server Integration Services
On April-14, 2018, I had a chance to conduct online session on demonstrating integration between SQL Server Integration Services (SSIS) and Salesforce with the help of COZYROC connector.
This session covered below topics
- Introduction to ETL
- What is SQL Server Integration Services (SSIS)
- COZYROC connector
- Demo of extracting and updating records in Salesforce
- Demo of downloading attachments from Salesforce
- Demo of uploading attachments in Salesforce
- Best Practices – How to configure SSIS package to avoid hardcoding
- Best Practices – enabling logging
Video – Use Microsoft Azure’s Active Directory as Identity Provider for Salesforce SSO in 15 Minutes
This is quick video tutorial on how Microsoft Azure can be used to setup as Identity Provider for Salesforce Single Sign On.
Few things worth of note:
- If you are new to Microsoft Azure, you can get free trial access however you might need to provide Credit card details to use few features. You would not get charged because we get $200 worth credit for new Account that can be used in a span of year.
- I was not able to use Azure’s Active Directory SSO for Just in Time (JIT) provisioning. Rather, it connects to Salesforce and creates user whenever user is provisioned in Active Directory, just like Identity Connect
- Security token is mandatory. In case if you have IP login range then we don’t get Security token. To fix this, we can divide our password to have some value in Security token. As final password anyways is Password + Security Token. Shown in below image
- When we assign any user to Enterprise application (in our case its Salesforce), we need to map profile to the user.
Introduction to Lightning Test Services with Jasmine
In previous post, we discussed what is Jasmine and simple hello world program to see how it works. In this blog post, we will discuss how Jasmine can be used in Salesforce to test Lightning Component’s Javascript code.
Note : Everything we are discussing here is completely covered as part of Live coding in Apex Salesforce Saturday organized by Amit. Would like to thank Mohith for his support and answers during the demo. It also shows How SalesforceDX can be used daily by developers to perform development.
Jasmine and Mocha support is provided as a part of Lightning Test Service (LTS) by Salesforce. Jasmine and Mocha, both are well known and industry wide solution accepted in Javascript world. of course, Salesforce don’t want to stay behind in terms of its offering to developers thats why we have new baby in town – Lightning Test Service (LTS).