How to update Relates Task & Event Record Owners if Main Record Owner Changes?

by Kristina Alexandra


Business Use Case.

Lead, Contact, Account or Opportunity record owner is changed. Business wants to make sure that already assigned scheduled Tasks and Events are reassigned to a new record owner.

Solution.

We need to create a Process builder to achieve this functionality.

1. Go to Setup --> Process Builder --> New. Select object you want this change to happen. Make sure to select "when a record is created or edited"

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2. In step two specify the criteria. In this case Record Owned in Changed = True

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3. Next select the Related Record Record.Tasks or Record.Events and specify which lookup need to change.

Screen Shot 2018-05-29 at 11.19.44.png

4. This is how final result looks. I am repeating the same Record Owner change process for both types of Activities - Tasks and Events.

Screen Shot 2018-05-29 at 11.19.22.png

Please note, record Owner will be only updated for Open Activities. All Activities from the past will remain with the old owner. What also makes sense.


How to add Leads / Contacts from Salesforce Campaign automatically to New or Existing List?

by Kristina Alexandra


Create the Add to Pardot List Button

  1. From the management settings for the Campaign object, go to Buttons, Links, and Actions.
  2. Click New Button or Link.
  3. Enter Add to Pardot List for the label.
  4. For Display Type, select Detail Page Button.
  5. From the Behavior dropdown, select Display in existing window with sidebar.
  6. From the Content Source dropdown, select URL.
  7. Paste this URL in the Syntax box, and remove all line breaks.
    https://pi.pardot.com/list/pullCrmCampaign/fid/{!Campaign.Id}/campaignName/ {!URLENCODE(Campaign.Name)}/leadCount/{!Campaign.NumberOfLeads} /contactCount/{!Campaign.NumberOfContacts}?sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}
  8. Save the button.
Screen Shot 2018-05-24 at 12.21.32.png

After you’ve created the button, add it to your campaign page layout.

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And these are the options you get when press on the Add to Pardot List button. :)

Screen Shot 2018-05-24 at 13.09.46.png

How To Update Activity / Task Name With Subject & Call Outcome (picklist) in Salesforce?

by Kristina Alexandra


Quit sure we have come across the requirement of - Can the subject line has the name, combined with a picklist value and a date? So it's easier to see the summarised information on the page layout without clicking on the related Activity/Task records?

And consultants answers is - Yes. Sure we can.

The solution is easy on the outside, but sometimes to build it requires some about of work. The trickiest part is when we need to concatenate an information in the field from multiple fields like texts and picklist values. Salesforce itself is not a big fan of allowing us to use picklists in formula fields.

In a scenario below I have demonstrated how to combine Tasks Subject fields (Text) and Call Outcome (picklist) values into one field on a 'Log A Call' record 'Save'.

First thing, we need to create a new Text field in Salesforce that will be populated with Call Outcome picklist value so we can use this field further in a Process Builder to update Tasks Name.

1. Go to Setup --> Activities --> Activity Custom Fields

Screen Shot 2018-03-14 at 11.46.37.png

2. Click New button

3. Select Text option and click 'Next'

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4. Name your field the same as your picklist + add "text" to make sure you can distinguish these fields later on

Screen Shot 2018-03-14 at 11.54.13.png

5. Next, go through the security steps and 'Save'

6. Now we can start with the messy part. Process Builder. In order to update Activity Name we need to use a Process Builder that will pull values from two fields and paste them into one.

7. To create this Process Builder please go to Setup --> Workflow & Approvals --> Process Builder

Screen Shot 2018-03-14 at 11.57.39.png

8. You will be taken to Process Builder building sweat. Press on 'New' in the right top corner.

9. Name your Process builder, provide Description and select The process starts when A record Changes option and click 'Save'.

Screen Shot 2018-03-14 at 12.02.05.png

10. The fun can start. Select an obbect you want this Name field update to happen.

Screen Shot 2018-03-14 at 12.03.23.png

11. After you select an object, we need to specify an action that triggers this Name field update. In our case it is every time Call Outcome picklist value is selected and Saved.

Screen Shot 2018-03-14 at 12.05.04.png

12. Next - what needs to happen? - We need to populate our Call Outcome TEXT field with the value from Call Outcome picklist.

Screen Shot 2018-03-14 at 12.08.10.png

13.Next we need to set the criteria before we perform field update/pre-population.

Screen Shot 2018-03-14 at 12.10.52.png

14. When records meet the criteria we can now update the field with a Name that equals the combination of two fields - Task Name & Call Outcome.

Screen Shot 2018-03-14 at 12.10.52.png

15. When all is set. Save your Process Builder and Activate it!


How To Add/Remove Standard/Custom Apps from Salesforce Menu?

by Kristina Alexandra


You have installed some custom AppExchange Apps and they appear in your App Menu?
Or you want your internal team to see only 1 relevant app i.e. Sales app or Marketing app?

Good news. You are 4 steps away.

1. Go to Setup and in Quick Find search for Apps.

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2. Click on Apps and and on the Edit next to the app you want to Remove/Add to the App Menu.

Screen Shot 2018-02-22 at 11.17.06.png

Scroll down and make the required edits to 'Assign to Profiles'. In the 'Visible' column you can untick checkboxes for user profiles that should not see the app in their app dropdown. Also, you can select a specific App to be default for different profiles.

Screen Shot 2018-02-22 at 11.19.10.png

4. When done, just click 'Save'.

It is a simple quick change but can go a long way.
As a System Administrator, you want to make sure users can access only relevant information to them, so they can fully focus on what is important.

Good luck :)


How To Define Custom Campaign Statuses for Each Campaign Type?

by Kristina Alexandra


A great discovery has been for me the AAkonsult Campaign Status AppExchange app that allows you to create custom Campaign Statuses automatically (once new Campaign is created) for different Campaign Types.

In my last project customer was using Campaigns to record different events they organise or participate.

Screen Shot 2018-02-21 at 13.32.19.png

Each of these events have different Statuses. For example, Event type should have Signed Up, Cancelled, Attended and Did Not Attend Statuses.

Screen Shot 2018-02-21 at 13.33.13.png

By default, once Campaign is created Salesforce creates Sent and Responded Statuses and thn for every Campaign you create you need to manually go and update these statuses. Not ideal, right?

So after installing AAkonsult Campaign Status app, I was able to configure custom Satuses for each Campaign Type. And when the new Campaign is created, statuses are also created automatically based on the Type. Easy-Peasy.

To configure new custom Statuses you just need to go to Campaign Status Defaults tab.

Screen Shot 2018-02-21 at 13.37.38.png

Select the Campaign Type and in 'Action' picklist click on 'Replace All' to remove default Sent and Responded statuses (you can click on question mark to read the guided description) and click Save.

Then go to the record itself and add your New Statuses.

Screen Shot 2018-02-21 at 13.41.06.png

Here you go. :)


How To Send an Email Reminder from Salesforce X Days before (Event, Contract...) End/Start Date?

by Kristina Alexandra


As simple as the requirement can sound it might be tricky to create the most efficient and testable way how to notify your internal or external users/customers about upcoming Events, Campaigns or expiring Contracts.

The requirement I had in one of my projects was to send out 30, 14, 7 and 1 day(s) reminder before Campaign Event_Date__c (custom field).

Screen Shot 2018-02-20 at 11.31.46.png

Technically, we could go many routes here, but the most efficient, easiest to test and be sure that it will fire is a Workflow rule.

To achieve this functionality, I created a Workflow rule for every reminder. In the example below, you can see a Workflow rule that is firing every time it is 7 days to Event_Date__c.

Screen Shot 2018-02-19 at 16.29.05.png

And when I was setting up the workflow rule, I used formula as Workflow Criteria to make sure its meets both requirements i.e Status is 'Signed Up' for the event and it is 7 days till the event. Please see my formula below.

AND( ISPICKVAL(Status, 'Signed Up'), 
Event_Date__c = TODAY()-7
)

Once this is setup, I have added an Immediate Actioon to fire an Email Alert.

Screen Shot 2018-02-20 at 11.47.40.png

How To Remove 'New' Button from Related List on the Classic / Lightning / Community Page Layout?

by Kristina Alexandra


Thought on sharing this, as it is a little bit hidden on :))
 Please not, that this will remove the "New" button, but it will not remove underlying functionality. If you want to remove overall new record creation functionality, you will need to update Profile itself, by removing related permissions to the object.

To remove the "New" button please go to 'Setup' and find an object for your page layout. Select 'Page Layout' option.

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Click 'Edit' next to the Page Layout where you want to remove the 'New' button from.

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Scroll down to Related lists, and click on the wrech icon.

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Click on the '+' icon and deselect the 'New' checkbox. 

Screen Shot 2017-12-04 at 11.43.47.png

Please make sure that other Page Layouts are not selected in Column section, as otherwise this change will apply to all page layouts. Unless, this is what you want. :)

When done, please make sure to save changes to your page layout.


How To Add "Send Engage Email" button to Lead, Contact, Account Search Layout?

by Kristina Alexandra


Adding Send Engage Emails Button to Search Layouts

Adding Send Engage Email button to your Salesforce lead and contact search layouts will let Salesforce® Engage users send one-to-one emails to multiple recipients at once.

Lead Search Layout

  1. In Salesforce, navigate to Setup > Build > Customize > Leads > Search Layouts.
  2. Click Edit next to Leads List View
  3. In the Available Buttons list, click Send Engage Emails and then click Add.
  4. Click Save.

Contact Search Layout

  1. In Salesforce, navigate to Setup > Build > Customize > Contacts > Search Layouts.
  2. Click Edit next to Contacts List View
  3. In the Available Buttons list, click Send Engage Emails and then click Add.
  4. Click Save.

Account Search Layout

  1. In Salesforce, navigate to Setup > Build > Customize > Accounts > Search Layouts.
  2. Click Edit next to Accounts List View
  3. In the Available Buttons list, click Send Engage Emails and then click Add.
  4. Click Save.

Related Contacts "Add Relationship" button missing

by Kristina Alexandra


Go to Setup.

Search for "Account settings".

Click "Edit and "Enable "Allow users to relate a contact to multiple accounts" check box.

Now go to Account page layout ---> Related List-->Add Related Contacts ---> Save It.


Now you should be able to see the Add Relationship button.


How to Enable News Feed on the Account Object in Salesforce Lightning?


by Kristina Alexandra


The News component provides relevant, timely news items that help you stay up-to-date with the companies, people, and industries you work with. News is available from US news sources in English.

To enable News Feed components for your accounts in Lightning, please follow the steps below:

1. Click on "All Setup"

2. Search for "Account Settings"

3. Click Edit and tick the box next to the "Enable News"

4. Next, go to Account record in Salesforce and click on "Edit Page"

5. Now feel free to drag and drop your News Feed component on your Lightning page layout.

Screen Shot 2017-01-17 at 23.02.02.png

6. When done, click "Save" button in the top right corner.

I hope this was helpful. If you have any questions, please let me know.


Classic Visualforce VS Lightning Components

by Kristina Alexandra


Classic Visualforce Lightning Components
UI Generation Server-side Client-side (JavaScript)
Data and Business Logic Apex standard or custom controller Lightning Data Services, Apex controller
Workflow User requests a page The user requests an application or a component
The server executes the page’s underlying code and sends the resulting HTML to the browser The application or component bundle is returned to the client
The browser displays the HTML The browser loads the bundle
When the user interacts with the page, return to step one The JavaScript application generates the UI
When the user interacts with the page, the JavaScript application modifies the user interface as needed (return to previous step)
Pros Tried and true model Enables highly interactive and immersive user experiences
Easy to implement for greater productivity Aligns with Salesforce user interface strategy
Naturally splits large applications into small, manageable pages Built on metadata from the foundation, accelerating development
Has built-in metadata integration The Developer Console supports Lightning components, so there’s an integrated developer experience
Caveats Limited interactivity (aside from added JavaScript functionality) Higher learning curve compared to Visualforce
Higher latency, which degrades mobile performance Higher complexity than Visualforce—you’re building an application, not a page
Since Lightning components are new, there are still some features that aren’t supported
There are a limited number of out-of-the-box components

How to enable Lightning Experience in your Salesforce Classic Org.?

by Kristina Alexandra


To start, please Log In into your Salesforce and click on the Setup.

Next, please navigate to the left side of your page and click on the "Lightning Experience".

Please scroll down, and click on the "Disabled" button.

You will now be prompter with warning pop up. Please click "Finish Enabling Lightning Experience".

When done, you can Switch to Lightning Experience by clicking on your name in the top right corner.


How to setup Article translation in Salesforce Community using the Napili template?

by Kristina Alexandra


Please follow this step-by-step guide to setup Article translation in Salesforce Community using the Napili template.

  1. Please go to 'Language Settings' and make sure the following permissions are enabled:
    - Enable end-user languages
    - Enable platform-only languages

2. Now please search for 'communities', and select “All Communities.” and click on the "New Community" button.

3. Please navigate to the Napili template and click “Choose”.

4. Name your Community and click “Create Community”.

5. Organize content for your community members by adding navigational topics to the community navigation menu and assigning articles to them using data categories. Please follow this guide for more information - https://help.salesforce.com/htviewhelpdoc?err=1&id=networks_topics_navigational.htm&siteLang=en_US

6. Please go to 'Topics for Objects' and make sure that topics you have created for your community articles are enabled.

7. Create a 'Data Category Group' to manage your article visibility for your community users. Please follow this Salesforce guide for more information - http://help.salesforce.com/apex/HTViewHelpDoc?id=category_create.htm

8. Add articles to your community topics by clicking on the "+" icon.

9. To add translation functionality for your community please go to the Community Builder.

Click on the gear icon and select 'Advanced' and click on 'Edit Head Markup'.

10. Please copy-paste HTML code provided by Solution Rock team and click 'Save'.

11. When done, please click on the “Publish” button to publish your community.

12. Now you can go to the Community Management select list and select 'View Community' to review the setup and article translation.


How to enable API for Customer Community Login User?

by Kristina Alexandra


By default Customer Community Login User profile is quit limited and this is fine, because the main Salesforce vision from the architecture perspective do not for see to allow this user to do much.

 

Although from the practical perspective, there might be some use cases, for example, when Company ABC decided to use Formyoula forms to allow their community users to collect data offline and push into their Salesforce as a new Leads without even having an access to Leads object in Salesforce.

Screen Shot 2016-01-19 at 22.10.06.png
 

To be able to use Formyola with their Salesforce, they need to have "API Enabled", but by default it is not available.

The hack is to clone standard Customer Community Login User profile. 

And now you are able to enable API for the user.

 
Screen Shot 2016-01-19 at 22.10.33.png
 

I hope this small hack/trick was helpful.

Please let me know what was your use case in the comments below.


How to convert Salesforce Date field to DateTime format field?

by Kristina Alexandra


Hey guys,

This will be super short two step guide.

All you need to do is:

1. Go to the object you want to perform this action,

2. Click on the "New" button to create a new field

3. Select Formula type field

4. Name the field and select the field format

5. And than all you need to do is use this DATETIMEVALUE formula to achieve the result.

I hope this was useful and helped somebody with the struggle.

Have a great day. ;)


How to whitelist an IP address in Salesforce?

by Kristina Alexandra


For security reasons, Salesforce requires each computer, tablet or other device to be identified and authenticated before it can access a specific Salesforce instance. To do this they offer two options:

1) use a verification code that has been emailed to the user;
2) whitelist an IP address or range, which will eliminate the need to use a verification code.

By whitelisting your IP address in Salesforce, you will allow all devices to log into Salesforce from that IP address if the proper username and passwords are used so if you are whitelisting an address for temporary purposes, you should remove it from the list when done.

To whitelist your IP address for a new location, follow the steps below: (Note that you must be a Salesforce system administrator to perform these steps).

1. Go to Setup

2. Go to Security Controls, then Network Access

3. Create a New Trusted IP Range

4. Create a New Trusted IP Range and click Save.


How to become a Top Salesforce Consultant?

by Kristina Alexandra


Did you know that the job market is currently experiencing a shortage of Salesforce professionals? This is why a thorough understanding of Salesforce can be very valuable. It’s not only very important to understand what is happening in the technology space but to have good knowledge in consulting too. If you’ve got the right skills and qualities on your CV, you’re very likely to be hired.

But what makes a good Salesforce Consultant and how can you make sure you’re being the best you can be?

Here are 8 key skills which make a great Salesforce Consultant:

  • Open Communication - If your clients send you an email to ask you something, try to answer it as soon as possible - even if the answer is “Thanks, I have received your message. I will look into this and come back to you as soon as possible.” Remember that your clients don’t like to wait, but they will be more understandable if they know that you are looking into their request. If there is no response, they will blame you for bad client support. This is why managing client expectations is key.
     
  • Change Management - If you notice any changes related to the project you are working on either via email, phone or in meetings, you must inform your project manager. Also, if there are any new requirements, make sure you discuss these with your project manager and ask for change request, if needed. Devote time to understand your clients' business structure and be open and honest with them about the project development and possible complications.
     
  • Listen and Analyse - As a Salesforce Consultant you must have good listening and analytical skills. Remember that the results of your work are based on the gathered requirements from workshops, meetings etc. You don’t have to answer all the questions in the clients' workshop or the meeting straight away. Listen to their requirements, write everything down and investigate. You also need to have good judgment skills and strong arguments when you confront a problem - and getting there sometimes takes time. Missing key points could have significant impact on how you report back. 
     
  • Good Team Player - Always notify and update your team on the progress and any obstacle you may be facing. If you are working with somebody for the first time it is good practice to discuss your approaches and experience to make sure you and your team are on the same page. 
     
  • Communicate Internally too - Ensure your manager is aware of your career dreams and ambitions, so he/she can help you achieve your goals even faster. Ask about all the possible options of attending any courses or training or what interesting projects are coming up. Show how interested you are and always know that you are being valued on the basis of your knowledge. Improve your skills and learn from Senior Consultants.
     
  • If you don’t Ask... - Don’t be afraid to ask for anything that helps you become more motivated and productive at work. Don’t be afraid to ask for any equipment, mentoring or training. Be more proactive and ask for the things you need. Most organisations are happy to invest in professional development if they know you are committed.
     
  • Get your Certs - Salesforce is a customer success platform and part of their offering is three new releases each year totally free of charge. Keeping up to speed with all the new functionality is vital. Always try to learn something new, gain your experience working on interesting and challenging projects. And don't miss the opportunity to get cloud-certified - this boosts your career and enables you to contribute even more to your organisation's success. Learn more about Salesforce Certifications here.
     
  • Grow your Knowledge and Network - Salesforce.com is regularly organising meetups where you can get together with other Salesforce users, administrators, developers, or AppExchange vendors. Look out for meetups that are happening in your local area and join to learn more about getting the most out of Saleforce, discuss best practices and network and socialise with like-minded people. Or just listen to geeky podcasts and be aware of what is happening in the Cloud world. Check out “ButtonClick Admin Podcast”.

Kristina Alexandra
@Kristina_talks


Step by step guide on how to create Salesforce package.

by Kristina Alexandra


Let's start with - what exactly is Salesforce package?

Salesforce package is like snapshot of your Salesforce environment, essentially you can take certain components and make them available for other Salesforce organisations.

How to create Salesforce package?

1. First things first you need to go to the Setup and in the quick find menu type in "Package".

2. Select "Packages"
3. Select "New" in the Packages section

4. Fill in the empty fields with for you relevant information.
Managed checkbox at this point is not available to select. It will become available after you will add Salesforce fields, objects, tabs etc. to your package. Please note, only one package can be Managed package.
Configure Custom Link is custom link to a URL or s-control that you have created for your home page layouts.
Notify on Apex Error is optional field where you can enter the username of the person who should receive an email notification if an exception occurs in Apex that is not caught by the Apex code.

5. After you have created the package, you need to build an actual package i.g. add those Salesforce components that you want to include in your package, for example, fields, objects, tabs, workflow rules etc.

Tips:
1) Start by adding your newly create app or object. The reason for that, is that all related components (like fields, relationships, page layouts...) usually are than added automatically. Therefore you can potentially save some time by starting with something more general, so all components that fall under are added automatically.
2) Double check "View Dependencies". This is helpful tool to see all dependent components, rather that adding all from the generics sections one by one.

6. After you have added all the components (I hope by now you had checked everything at least twice) just press the "Upload" and depending on have big your package is, sooner or later(usually it takes 1 to 4 minutes) you will receive notification email with the link to your package. This link can be also used to instal this package in other Salesforce organisations for testing purposes. This is a great way to test your app and be double check, that all necessary components had been included.

Happy packaging!