Event Monitoring

salesforce government digital transformation

11Dec

Salesforce Drives Digital Transformation in Governmental Agencies

How Salesforce Drives Digital Transformation in Governmental Agencies in 2025 In the evolving digital age, government agencies face an increasing demand to modernize their services, improve citizen engagement, and deliver seamless digital experiences. These organizations require transformational technologies that not only streamline internal operations but also adopt a citizen-first approach. Salesforce emerges as a key enabler of this transformation, empowering government agencies with tools to build unified, transparent platforms while fostering efficiency and enhancing citizen interaction. Leveraging Salesforce Commerce Cloud and Salesforce CRM, agencies can overcome common challenges and embrace a more digitally enabled public sector. Let’s explore the pressing challenges government agencies face and how Salesforce provides practical, scalable solutions to address them. 1. Citizen Engagement and Accessibility: Bridging the Digital Divide Challenge: Citizens now expect government services to be as user-friendly and accessible as private-sector experiences. Lengthy response times, disconnected platforms, and inconsistent experiences across digital and physical touchpoints erode trust and hinder accessibility. Solution: 2. Data Security and Compliance: Safeguarding Citizen Trust Challenge: Handling sensitive citizen data requires robust security and strict compliance with regulations like GDPR, CCPA, and other local data privacy laws. Solution: 3. Legacy Systems and Integration: Modernizing Infrastructure Challenge: Legacy systems often limit agility, making it difficult to integrate new technologies and slowing the pace of digital transformation. Solution: 4. Budget Constraints: Implementing Cost-Effective Solutions Challenge: Budget limitations often hinder the adoption of new technologies, especially those requiring significant upfront investment. Solution: 5. Efficient Service Delivery: Streamlining Workflows Challenge: Paper-heavy, bureaucratic processes delay service delivery and frustrate both staff and citizens. Solution: 6. Data-Driven Decision-Making: Analytics for Informed Policies Challenge: Generating actionable insights from vast amounts of data is challenging, affecting policymaking and government efficiency. Solution: 7. Enhancing Collaboration: A Unified Workforce Challenge: Siloed departments hinder collaboration and reduce overall productivity, making it difficult to provide cohesive citizen services. Solution: 8. Real-Time Responsiveness: Meeting Citizen Expectations Challenge: Citizens expect real-time support and proactive communication from government agencies. Delays lead to frustration and diminished trust. Solution: Transforming Government Services with Salesforce Salesforce Commerce Cloud and Salesforce CRM are tailored to address public sector challenges in 2025. By leveraging these tools, government agencies can: Salesforce offers a clear path to a digitally empowered future, enabling government agencies to meet today’s demands while laying the foundation for innovation. Ready to Transform?If your agency is ready to embrace digital transformation, streamline operations, and enhance citizen services, Salesforce can help you get there. Let’s discuss how Salesforce solutions, supported by expert implementation, can drive meaningful change for your organization and your citizens. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

December 11, 2024in Data, Laws, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Commerce Cloud, Salesforce Government Cloud, Salesforce Service Cloud, Salesforce Shield0 Comments

27Sep

Data Governance for the AI Enterprise

Salesforce Introduces Data Governance for the AI Enterprise Salesforce this month unveiled Data Governance for the AI Enterprise, a comprehensive suite of tools designed to help IT teams navigate the growing regulatory landscape surrounding generative AI. Why it matters: As governments worldwide work to implement stricter rules governing the use of AI, like the EU’s AI Act, data governance has become a top priority for businesses. According to Salesforce research, ensuring robust data security and governance is now the leading concern for Chief Data Officers. Cloud Data Security & Privacy SolutionsExplore the new suite: How Salesforce’s Data Governance for the AI Enterprise Can Help: Salesforce’s latest solution is designed to help companies proactively address both current and future regulations. Built on the Salesforce platform and integrated with Data Cloud, the suite offers advanced data management, enhanced security, and privacy features: Salesforce’s perspective:“Data governance is a top priority for every organization deploying AI, especially given the complexity of the regulatory landscape,” said Alice Steinglass, EVP and GM for Salesforce Platform. “Our Data Governance for the AI Enterprise suite equips businesses to tackle these challenges.” Customer success story:“Data encryption is essential to our data governance strategy,” said James Ferguson, Principal Security Architect at AWS. “With Salesforce’s flexible encryption solutions, we can maintain top-tier security while delivering innovative customer experiences.” Availability: For Data Cloud users: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 27, 2024in Data, Enterprise, Generative AI, Hyperforce, Salesforce, Salesforce Shield

29Aug

Event Monitoring Analytics App

Event Monitoring Analytics App The Event Monitoring Analytics App integrates with your event monitoring and setup audit trail data to provide insights into user and organizational behavior. It’s a built-in tool for exploring your monitoring data within Salesforce, featuring easy setup, prebuilt dashboards, and datasets to help you quickly analyze your data. This app allows you to identify suspicious activities, slow page performance, and user adoption issues efficiently. Required Editions and User Permissions User Permissions Needed: As part of the Event Monitoring service, the Event Monitoring Analytics App allows you to upload and access data included in your subscription. Ensure that users only access the data provided and do not use the app to upload or access other data. Salesforce may monitor such usage. Note that the app is available in English only, and if you have a CRM Analytics Platform license, you can view dashboards within the Event Monitoring Analytics app. Keep in mind that hourly event log file integration is not supported, with data refreshed daily. Although data retention lasts 30 days, Event Monitoring doesn’t guarantee the availability of 30 days’ worth of data per dataset upload into CRM Analytics. The app is subject to CRM Analytics limits. Event Monitoring log files serve as a source of truth but are not a system of record for user activity. Data loss may occur during Salesforce site switches, instance refreshes, or unplanned outages. For instance, a production instance move might create gaps in event log data. Salesforce strives to maintain data integrity and minimize loss by replicating event logs during site switches or instance refreshes. Setting Up Salesforce Permissions for the Event Monitoring Analytics App Creating and Sharing the Event Monitoring Analytics App Once permissions are set, configure the app. You can choose between two configurations: Upgrading the Event Monitoring Analytics App Stay current with the latest features by upgrading to the newest version of the EM Analytics App whenever a new release is available. Scheduling the Daily Dataflow Schedule a daily refresh to update the dataflow, ensuring that your data is current before you begin analysis with Event Monitoring Analytics. Prebuilt Dashboards The app includes prebuilt dashboards for immediate data exploration. Data from your organization is automatically loaded into the app’s datasets as it is generated. Understanding App Terminology Familiarize yourself with the metrics and terms used in the Event Monitoring App to make the most of its features. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

August 29, 2024in Salesforce

25Aug

Winter 25 Release Developer Enhancements

Developer Enhancements Salesforce Flow Enhancements Flow Orchestrator Enhancements How to Access and Use Key Salesforce Features View the Automation Lightning App: Manage Steps in an Orchestration Stage: Customize the Flow Orchestration Work Guide Component: Customize SMS One-Time Password Delivery for Experience Cloud Sites: Control Authenticated Callouts Permissions: Improve Data Transmission Speed and Security with TLS 1.3: Enable LWC Stacked Modals: Additional Enhancements: Salesforce Mobile App Enhancements Resolve Sync Issues with Offline Drafts: Access Hyperlinks in Enhanced Reports: Messaging in the Salesforce Mobile App: Seller-Focused Sales Mobile Experience: Stay Informed About Upcoming Releases: Check Out Resources: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

August 25, 2024in Salesforce Shield

24Aug

Salesforce Winter 25 Forecasting and other Enhancements

Capture Forecasts with Forecast Submissions Track sales forecasts accurately: Submit and review forecasts to keep them up-to-date with the latest estimates and quota comparisons. Available in Lightning Experience for Professional, Developer, Enterprise, and Unlimited editions with Sales Cloud. Forecast SubmissionsHow: Enable Forecast Submissions by navigating to the Forecast Settings page in Setup. Sales reps and managers can then use icons in the forecast summary to submit forecasts or review past submissions. Note that forecast submissions are restricted to forecast types excluding product family or other forecast groups. Expand the Reach of Your Enhanced CMS ContentHow: To publish content from enhanced CMS workspaces to Aura site channels using non-enhanced APIs, ensure the “Use non-enhanced APIs” setting is enabled by default. This setting allows you to continue using non-enhanced CMS Managed Content Resources without disrupting your existing processes. New workspaces created as of Winter ‘25 will be enhanced by default. Monitor Additional User PermissionsHow: Access additional user permission metrics from the Security Center under the User category in Security Overview. Metrics include permissions like Retain Field History, View Real-time Event Monitoring Data, and more. Integrate Knowledge and Unified Knowledge with Data CloudHow: In Data Cloud Setup, select Salesforce CRM and Standard Data Bundles. Choose Service Cloud and install or update the Service data kit. This integration prepares your Knowledge base for future enhancements with Data Cloud. Boost Service Efficiency by Automating Milestone Actions with FlowHow: Open the milestone from an entitlement process, click Add Actions, and select New Flow to add the autolaunched flow. Customize and activate this action in Flow Builder. Additional Enhancements Reference Multiple Picklist Values in Restriction and Scoping Rules Streamlined State and Country Picklist Setup Restore Only the Latest Entity History Records Selective Sandbox Access for Developer Sandboxes Find and Merge Duplicate Prospect Records Retirement of Campaign Member Status Chart Enhance Sales Forecast Accuracy with Manager Judgment Connect Unified Knowledge to More Systems Prioritize Cases by Tracking Milestone Time Renamed and Retired Features Retired: Social Customer Service Starter Pack, Embedded Appointment Management, Embedded Flows, Close Date Predictions, Cadence Builder Classic (1.0), Externally Built Models in Einstein Discovery, Einstein Automated Contacts (Feb 2025), Salesforce Functions (Jan 31, 2025), Embedded Appointment Management (Jun 17, 2025), Legacy Chat (Feb 14, 2026), Salesforce for Outlook (Dec 2027). Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

August 24, 2024in Snowflake, Unified Knowledge

23Aug

Winter 25 Updates and Retirements

The Winter ’25 updates and retirements are available through the pre-release program. On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. Connecting Unified Knowledge to Third-Party SystemsSteps to Implement: Before adding a connector, review the connector requirements in the Zoomin documentation. Then, in Setup, enter “Unified Knowledge” in the Quick Find box and select it. Click “Add a Source” and choose your desired connector. Help Agents Prioritize Cases with Milestone TrackingEnhance your agents’ ability to prioritize cases and maintain high service standards by tracking the time remaining for case milestones. With the “Time to Next Milestone” column in the case list view, agents can easily identify overdue, nearly due, or paused cases. This feature previously lacked a clear prioritization indicator, especially when managing multiple cases.Steps to Implement: Open the case list view and check the “Time to Next Milestone” column to see the time left for the current milestone and when the next one begins. Use sorting and filtering options to focus on cases with overdue or paused milestones. Feature Renaming and Retirement Developer’s Point of View Quickly Develop Lightning Web Components with Real-Time Preview (Beta)Speed up LWC development using Local Dev (beta), which provides a real-time preview of your Lightning app or Experience Cloud site. The preview updates automatically as you make code changes, helping you iterate faster without needing to deploy or refresh manually. This new experience is an improvement over the limited capabilities of the LWC Local Development Server.Steps to Implement: To enable Local Dev, go to Setup, search for “Local Dev” in the Quick Find box, and select it. Then, enable Local Dev (Beta) for all users in your org. Gain Insight into Component Code with LWS DistortionsDebug your Lightning Web Security (LWS) components by toggling specific distortions on and off to observe different behaviors. Steps to Implement: Enable debug mode in your Salesforce org. With your component loaded in a browser, open the developer console, list flags using $LWS.namespaces.c.distortions, and toggle distortions by setting their associated flags. Develop Lightning Web Components with TypeScript (Developer Preview)Improve productivity and code quality by developing LWCs with TypeScript. This new capability allows you to write and convert components using TypeScript. Steps to Implement: Install TypeScript v5.4.5 or later. Ensure your project has a tsconfig.json file with target set to “ESNext”. Configure the paths option for each LWC module. The Lightning Language Server extension for VS Code can automate this setup for Salesforce DX projects. Prepare for Native Shadow DOM in Base Lightning ComponentsSalesforce is updating base Lightning components to support native shadow DOM for better performance and standards compliance. Ensure your tests do not depend on the previous internal DOM structure of these components. Track Apex Exceptions with Free-Tier Event MonitoringNow, you can track unhandled exceptions in Apex code using free-tier Event Monitoring, which provides detailed logs for troubleshooting.Steps to Implement: Review and analyze Apex Unexpected Exception event logs instead of relying on email alerts. Understand SOQL Error ChangesRecent updates may affect Apex code that parses SOQL error messages, particularly dynamic SOQL code.Steps to Implement: Review these changes and update your code as necessary to handle new error messages. Consistent Behavior When Iterating SetsIn API version 62.0 and later, modifying set elements during iteration will throw an exception, providing more consistent behavior.Example Code: apex Copy code Set<String> set_string = new Set<String>{‘one’, ‘two’, ‘three’}; for (String str : set_string) { System.debug(str); set_string.remove(str); // This will throw an exception in API 62.0+ } Write Mock SOQL Tests for External ObjectsIncrease your Apex test coverage and quality by mocking SOQL queries for external objects using the new SOQL stub methods.Steps to Implement: Create mock test classes by extending the System.SoqlStubProvider class and overriding the handleSoqlQuery() method. Register the mock provider using Test.createSoqlStub(). Process Platform Events at Scale with Parallel SubscriptionsImprove the processing of high-volume platform events in Apex triggers by using parallel subscriptions, allowing simultaneous event processing.Steps to Implement: Use the Tooling API or Metadata API to configure parallel subscriptions by specifying the event field for partitioning and the number of partitions in PlatformEventSubscriberConfig. Salesforce Flow Enhancements Flow Orchestrator Enhancements Customize the Flow Orchestration Work Guide Component Overview: Tailor how the Flow Orchestration Work Guide component appears to users based on their assigned tasks. You can customize the component differently for each record page it’s added to. Note that changes you make will not affect the component’s appearance in Lightning App Builder. Features: Availability: Applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. Customize SMS One-Time Password Delivery for Experience Cloud Sites Overview: Enhance identity verification for external users by creating an Apex handler to send one-time passwords (OTPs) via SMS. Personalize the content and short code of the message as needed. Updates: Implementation Steps: Note: Enabling this feature affects all Experience Cloud sites, so ensure you create an Apex handler for each site to avoid disruptions. Control Authenticated Callouts More Easily Overview: Simplify configuring permissions for named credentials, allowing users to make authenticated callouts to external systems more efficiently. Most standard permission sets and profiles now include access to the User External Credentials object by default. Note: For guest user profiles and custom permission sets, manual access to User External Credentials is still required. Availability: Applies to Lightning Experience and Salesforce Classic (not available in all orgs) in all editions. Improve Data Transmission Speed and Security with TLS 1.3 Overview: Salesforce now supports TLS 1.3 for outbound HTTPS callouts, enhancing security with stronger encryption and faster connection establishment. Note: Existing callouts using TLS 1.2 are not impacted. Availability: Applies to Lightning Experience, Salesforce Classic (not available in all orgs), and all mobile app versions in all editions. Enable LWC Stacked Modals Overview: As part of the internal migration from Aura to LWC, Lightning Experience now uses LWC for more modals, improving performance, especially for record creation and editing. Changes: Availability: First available in Summer ’24. Applies to Lightning Experience in all editions. Additional Enhancements Salesforce Platform Login License: Provides flexible

August 23, 2024in Unified Knowledge

20Aug

Winter 25 Release Notes

The Winter ’25 release is available through the pre-release program. On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. Set Up Your Pay Now Store Quickly and Easily Use the streamlined automated setup to get your Pay Now store up and running effortlessly. The guided process walks you through each step needed to configure your store. This feature is available in Salesforce Payments for Enterprise, Unlimited, and Developer editions. How to Set Up: Gain Insight into How User Permissions Are Granted Simplify user management with visibility into the profiles, permission sets, and permission set groups that grant permissions to a user. The User Access Summary now provides detailed information about a user’s assigned object, field, user, and custom permissions. Previously, identifying the source of a user’s permissions required multiple steps, but now you can access this information with just a few clicks. This change applies to Lightning Experience in all editions. How to Use: See How Object Access Is Granted in Object Manager Quickly view the permission sets, permission set groups, and profiles that grant access to an object, along with the level of access provided. The read-only Object Access Summary in Object Manager allows for quick checks during troubleshooting, reviews, or when deciding how to grant user access. This update is available in Lightning Experience across all editions. How to Access: Improve Performance for List Views on Custom and Standard Objects To enhance performance and meet the latest accessibility standards, list views for both custom and standard objects now render using Lightning Web Components (LWC) instead of Aura. LWC, Salesforce’s latest framework, delivers data faster and enables new features for list views. Previously, only custom object list views in sandboxes used LWC. This update applies to Lightning Experience in all editions. How to Use: Configure Record Highlights in Lightning App Builder Enhance your Lightning pages with the new Dynamic Highlights Panel, which lets you configure important fields directly within the Lightning App Builder. Previously, this was only possible through compact layouts in Setup. The Dynamic Highlights Panel can hold up to 12 fields and adjusts responsively to browser size. This feature is available in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Implement: Make Record Fields Stand Out with Conditional Formatting Highlight key information on record pages using conditional formatting in Lightning App Builder. On Dynamic Forms-enabled pages, you can assign custom icons and colors to fields based on defined criteria, such as field values or other conditions on the page. This feature is available on a rolling basis starting in early September 2024 for Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Use: Save Time with New Messaging Components for Enhanced Bots (Generally Available) Empower customers and save service agents’ time with the new messaging components for enhanced bots. These include authentication, custom, form, and payment messaging components, which can handle more complex use cases on enhanced Apple Messages for Business channels. The form component is also available for Messaging for In-App and Web. These updates apply to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions, with bot setup available only in Lightning Experience. How to Implement: Enhance Your LWR Site Experience by Curating Data Providers on a Page (Beta) Enhance LWR site pages by adding and configuring data providers in Experience Builder. This feature allows you to access data from different sources, such as Apex or Record data providers, directly within your site page and its components. This change is available in Professional, Enterprise, Unlimited, and Developer editions for LWR sites accessed through Lightning Experience. A community license is required to use this feature. How to Use: To configure data providers on an LWR Site page in Experience Builder: Enabling or Disabling Modernized Record Experience in Aura Sites You can now use upgraded record components based on Lightning web component technology to see stylistic changes in your Aura sites. These updates, previously limited to sandbox environments, are now available in production environments for the Create Record Form, Record Banner, and Record Detail components. This update is applicable to Aura sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. When you enable the Use Lightning web components on your record pages in Aura sites setting, the Create Record Form, Record Banner, and Record Detail components display minor style changes. Some key updates include: Daily Summary of Service Appointments Requiring Immediate Attention Boost dispatcher productivity by using Einstein Copilot Field Service actions to get a daily summary of service appointments needing immediate attention, such as those with rule violations, overlaps, SLA risks, or emergencies. Each category in the summary is converted into a filter in the appointment list for quick resolution. Customize the summary to include additional categories. This feature is available in Lightning Experience in the Einstein 1 Field Service Edition with the Field Service Managed Package installed. To use this feature: Assigning Opportunity Splits to Territories Sales teams can now assign opportunity splits and opportunity product splits to territories, enabling them to report on how territories contribute to overall sales. Previously, splits could only be associated with the parent opportunity’s territory. Now, teams can also forecast based on split amounts across territories. This update applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. To enable this feature: Strategic Planning with Account Plan Enhance your strategic planning with Account Plans by nurturing existing relationships and growing key accounts. Use Account Plans to research and analyze accounts, set objectives with actionable metrics, and monitor growth and development from a single repository within Salesforce. This feature applies to Lightning Experience in Enterprise, Performance, and Unlimited editions and in Einstein 1 Sales Edition. This feature will be rolled out to production environments after the Winter ’25 release and will be available to all customers by October 29, 2024. It is accessible in sandboxes only after its production release. To use Account Plans: Forecast Submissions Forecast submissions

August 20, 2024in Generative AI, Snowflake, Unified Knowledge

19Aug

Winter 25 Relese New Features

The Winter ’25 release is available through the pre-release program. Winter 25 Release new features On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. This release brings numerous new features and enhancements across various areas, including: Additional improvements are included in Salesforce Scheduler, Field Service, and Marketing Cloud Account Engagement. Updates also extend to Quip, CRM Analytics, Salesforce CMS, Salesforce Payments, Salesforce Connect, Salesforce Backup, and Subscription Management. Noteworthy enhancements are available in Enablement Sites, Financial Services Cloud, Salesforce Revenue Cloud, and various APIs. Winter 25 Release Exciting New Features Beta and Pilot Features Pilot Programs Browser Compatibility Administrator’s Highlights How to Implement This comprehensive update ensures that your organization is equipped with the latest tools and capabilities to drive efficiency and innovation. Set Up Your Pay Now Store Quickly and Easily Use the streamlined automated setup to get your Pay Now store up and running effortlessly. The guided process walks you through each step needed to configure your store. This feature is available in Salesforce Payments for Enterprise, Unlimited, and Developer editions. How to Set Up: Gain Insight into How User Permissions Are Granted Simplify user management with visibility into the profiles, permission sets, and permission set groups that grant permissions to a user. The User Access Summary now provides detailed information about a user’s assigned object, field, user, and custom permissions. Previously, identifying the source of a user’s permissions required multiple steps, but now you can access this information with just a few clicks. This change applies to Lightning Experience in all editions. How to Use: See How Object Access Is Granted in Object Manager Quickly view the permission sets, permission set groups, and profiles that grant access to an object, along with the level of access provided. The read-only Object Access Summary in Object Manager allows for quick checks during troubleshooting, reviews, or when deciding how to grant user access. This update is available in Lightning Experience across all editions. How to Access: Improve Performance for List Views on Custom and Standard Objects To enhance performance and meet the latest accessibility standards, list views for both custom and standard objects now render using Lightning Web Components (LWC) instead of Aura. LWC, Salesforce’s latest framework, delivers data faster and enables new features for list views. Previously, only custom object list views in sandboxes used LWC. This update applies to Lightning Experience in all editions. How to Use: Configure Record Highlights in Lightning App Builder Enhance your Lightning pages with the new Dynamic Highlights Panel, which lets you configure important fields directly within the Lightning App Builder. Previously, this was only possible through compact layouts in Setup. The Dynamic Highlights Panel can hold up to 12 fields and adjusts responsively to browser size. This feature is available in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Implement: Make Record Fields Stand Out with Conditional Formatting Highlight key information on record pages using conditional formatting in Lightning App Builder. On Dynamic Forms-enabled pages, you can assign custom icons and colors to fields based on defined criteria, such as field values or other conditions on the page. This feature is available on a rolling basis starting in early September 2024 for Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Use: Save Time with New Messaging Components for Enhanced Bots (Generally Available) Empower customers and save service agents’ time with the new messaging components for enhanced bots. These include authentication, custom, form, and payment messaging components, which can handle more complex use cases on enhanced Apple Messages for Business channels. The form component is also available for Messaging for In-App and Web. These updates apply to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions, with bot setup available only in Lightning Experience. How to Implement Winter 25 Relese New Features: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

August 19, 2024in Mulesoft, Salesforce Revenue Cloud

11Jul

Explore Salesforce Health Cloud

Empower Your Healthcare Team with Salesforce Health Cloud Equip your healthcare team with comprehensive 360-degree views that help connect and engage every patient, member, employee, and partner. Explore Salesforce Health Cloud Explore Health Cloud Understanding the capabilities of this platform is the first step to transforming your organization’s patient management. Let’s explore what Health Cloud offers to various types of healthcare organizations. Introducing Salesforce Health Cloud: A CRM Solution for Patient Management Over 600 companies, including industry leaders like Lilly, Pacific Clinics, United Healthcare, Progyny, Stanley Healthcare, and Humana, trust Salesforce Health Cloud for their patient management needs. As the healthcare industry rapidly evolves, effective patient information management is essential. This insight looks into Salesforce Health Cloud’s capabilities, features, integration options, and benefits, including its security architecture. What is Health Cloud? Salesforce Health Cloud is a cloud-based technology designed specifically for the healthcare industry. It centralizes patient information, giving healthcare professionals a complete view of patient records, enabling more effective treatments and better patient care. Key Capabilities of Salesforce Health Cloud Salesforce Health Cloud is a robust platform offering key capabilities such as: Salesforce in the Healthcare Industry Salesforce is increasingly popular among healthcare organizations for several reasons: Salesforce Health Platform Features Salesforce Health Cloud offers three main sets of features: Salesforce Health Cloud Architecture The architecture of Salesforce Health Cloud includes: Salesforce Health Cloud Security Salesforce Health Cloud is designed to securely manage healthcare data, featuring: Revolutionizing Healthcare Delivery with Salesforce Health Cloud Salesforce Health Cloud is designed for healthcare organizations to automate processes and provide personalized patient care. Since its launch in 2016, Health Cloud has evolved to address the complexities of the healthcare industry, including the introduction of Customer 360 for Health, an AI-driven healthcare solution. Why Choose Salesforce Health Cloud? Salesforce Health Cloud connects healthcare teams to ensure that patients receive the right care, supported by multi-layered security to protect sensitive patient data. It integrates clinical and non-clinical patient data, streamlining workflows and enhancing patient satisfaction. Top Features of Salesforce Health Cloud Key features include Patient 360, Care Plans, Care Coordination, Health Timeline, and Einstein Analytics for Healthcare, among others. Salesforce has also introduced AI-powered innovations under the Patient 360 for Health initiative, enhancing patient care and operational efficiency. Integration with MuleSoft Salesforce Health Cloud’s integration with MuleSoft allows organizations to connect with existing healthcare systems, ensuring accurate and up-to-date patient information, unlocking the full potential of their data, and improving decision-making. Conclusion Salesforce Health Cloud is more than just a platform—it’s a comprehensive solution for managing doctor-patient interactions, recordkeeping, and delivering personalized care. By leveraging Health Cloud, healthcare organizations can transform patient experiences, streamline processes, and ensure data security and compliance, positioning themselves for a brighter future in healthcare. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

July 11, 2024in Mulesoft, Salesforce Health Cloud, Salesforce Marketing Cloud, Salesforce Shield

26Apr

Security Identity and Privacy Summer 24 Release Notes

External Client App Manager, OAuth 2.0 token exchange handlers, and Event Log File Browser are each now available in Setup. Also, external client apps now support a bunch of new OAuth flows. Give users access to manage custom domains with a new, more targeted user permission. Create uninterrupted user experiences across Salesforce and custom interfaces with the new Single-Access UI Bridge API. Access your Data Cloud encryption policy status from the Security Center Encryption Policy metric. Scratch orgs on Salesforce Edge Network use partitioned domains. And Android mobile connected apps now require the Admin SDK private key and project ID from a Google Firebase project. Security Identity and Privacy Summer 24 Release Notes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 26, 2024in Salesforce, Salesforce Optimization, Salesforce Shield

25Apr

Summer 24 Salesforce Development Release Notes

Whether you’re using Lightning components, Visualforce, Apex, or Salesforce APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations. Summer 24 Salesforce Development Release Notes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 25, 2024in Salesforce, Salesforce Development Services, Salesforce Implementation Services

08Jul

Event Monitoring in Salesforce

Leveraging Salesforce event monitoring is crucial for ensuring compliance with regulatory requirements and internal policies. By diligently tracking user activity, you can showcase your commitment to safeguarding sensitive data and upholding compliance standards. Event Monitoring, among the various tools offered by Salesforce to bolster data security, empowers you to delve into the granular details of user activities within your organization, referred to as events. This tool allows you to review information about individual events or observe trends, swiftly identifying abnormal behavior and securing your company’s data. The comprehensive scope of Event Monitoring encompasses various event types, including logins, logouts, web clicks in Salesforce Classic (URI), web clicks, performance metrics, and errors in Lightning Experience and the Salesforce mobile app (Lightning), Visualforce page loads, API calls, Apex executions, and report exports. These events are stored in event log files generated when an event occurs, accessible for viewing and downloading after 24 hours. The availability of event types and file retention duration depends on your Salesforce edition. Event Monitoring serves diverse purposes, such as monitoring data loss, detecting anomalous user behavior, and optimizing organizational performance. For instance, it can help uncover instances where a departing sales representative might have downloaded sensitive reports and shared them with a competitor, preventing potential revenue loss. Beyond identifying misconduct, Event Monitoring aids in increasing adoption by highlighting areas in your organization that may require additional attention. For example, it can reveal how users interact with newly introduced Visualforce pages, enabling you to gauge user engagement and make informed decisions for redevelopment or adoption efforts. Additionally, Event Monitoring assists in optimizing performance by providing insights into the causes of slow page performance. Whether attributed to network issues or application configuration, Event Monitoring aids in pinpointing the root causes and facilitating prompt resolution. Access to all event types is available through the EventLogFile object, LoginEvent object, Transaction Security, and the Event Monitoring Analytics App. To unlock the full potential of Event Monitoring, consider adding it as an add-on through your Salesforce sales representative or Account Executive. Content updated February 2024. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

July 8, 2021in Salesforce

22Jun

Event Monitoring Salesforce

Event Monitoring Salesforce: Leveraging API for Insights Event monitoring, an API-exclusive feature, isn’t accessible via the Setup area; instead, each organization’s event log files are stored in the API object called EventLogFile. Salesforce offers Workbench, an API tool enabling access to EventLogFile objects, facilitating tracking for various event types, including logins, logouts, URI, Lightning, Visualforce page loads, API calls, Apex executions, and report exports. Key Points: Exploring EventLogFile with Workbench: Understanding SOAP vs. REST: Downloading Event Log Files: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

June 22, 2018in Salesforce, Salesforce Optimization

Event Monitoring Analytics App

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Event Monitoring in Salesforce

Event Monitoring Salesforce

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