Visualforce Archives - gettectonic.com

06Mar

Spring 25 Revealed

Spring ’25 Salesforce Release: What’s New and How to Prepare As winter lingers, the Salesforce Ohana is already embracing the promise of spring—a season of renewal, growth, and transformation. The Salesforce Spring ’25 Release brings fresh innovations designed to enhance productivity, streamline integrations, and optimize your CRM experience. With powerful AI enhancements, security updates, and UI improvements, this release is set to elevate the way you work. Let’s explore the key updates and how you can prepare to make the most of these enhancements. 1. Changes to Einstein Activity Capture Permissions What’s New?Salesforce is refining access to Einstein Activity Capture (EAC), ensuring more controlled and secure usage. Sales Engagement Basic Users will no longer have default access to EAC and must be assigned the Standard Einstein Activity Capture permission set to continue using the feature. Why It Matters:This update enhances security by limiting access to users with the appropriate permissions, improving governance over activity data. How to Prepare: 2. Transition to ICU Locale Formats What’s New?Salesforce is shifting from Oracle’s JDK Locale formats to ICU Locale Formats for handling date, currency, and numeric data. Why It Matters:ICU formats provide better internationalization and localization, improving accuracy and consistency across different regions. How to Prepare: 3. Introduction of LWC Stacked Modals What’s New?Lightning Web Components (LWC) now support stacked modals, allowing multiple modal windows to remain open simultaneously. Why It Matters:This improves the user experience by enabling seamless navigation between modal windows without losing context. How to Prepare: 4. Secure Redirection for Flows What’s New?Salesforce now requires that retURL parameters used in Flow redirections be explicitly added to the trusted URLs list. Why It Matters:This security enhancement mitigates risks associated with unauthorized redirections, protecting user data. How to Prepare: 5. Rollbacks for Apex Action Exceptions in REST API What’s New?Salesforce now enforces automatic rollbacks for exceptions occurring during Apex actions invoked via REST API. Why It Matters:This update ensures data integrity by preventing incomplete or failed operations from saving partial updates. How to Prepare: Final Thoughts The Spring ’25 release brings vital enhancements to permissions, security, UI, and API reliability. By proactively testing and preparing, you can ensure a seamless transition while unlocking the full potential of these updates. Stay ahead of the curve and leverage these improvements to create a more efficient, secure, and innovative Salesforce environment. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

March 6, 2025in Data

27Feb

Salesforce Lightning vs. Classic

Salesforce Lightning vs. Classic: The 2025 Decision Guide The Critical Choice for Modern Businesses As Salesforce phases out Classic (no updates since 2023), Lightning emerges as the only future-proof option with AI, mobile optimization, and superior analytics. Here’s what you need to know to make the right decision. Key Differences at a Glance Feature Lightning (2015+) Classic (Legacy) Interface Modern, component-based, drag-and-drop Text-heavy, tab-based Performance 50% faster load times, single-page app Slows with large datasets AI Integration Einstein AI for predictions & automation None Mobile Support Fully responsive design Limited functionality Customization Lightning App Builder, LWC components Rigid, requires coding (Visualforce) Security LockerService for component isolation Basic security protocols Analytics Interactive dashboards, real-time filters Static reports Why Lightning Dominates in 2025 1. Productivity Boost 2. AI-Powered Insights 3. Future-Proof Architecture 4. Cost Efficiency When Classic Might Still Work Consider Classic only if: Migration Made Simple Salesforce provides: The Verdict ✅ Choose Lightning if: You want AI, mobile access, and a scalable platform.⚠ Avoid Classic: It’s outdated, unsupported, and hampers growth. Next Steps: Pro Tip: Use Lightning Adoption Dashboards to track migration progress. Need help transitioning? Contact Tectonic. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

February 27, 2025in Data, Marketing Automation, Public Sector Solutions, Salesforce Anywhere, Salesforce Development Services, Salesforce Education Solutions, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Technology

25Feb

Storing and Querying Log Data with Event Log Objects

The Event Log Object framework provides a structured way to access event data stored in Salesforce. Unlike Event Log Files, which present event data as downloadable CSV files, Event Log Objects allow users to query event logs directly using SOQL. This approach offers a more integrated and dynamic way to analyze security, performance, and user activity data within Salesforce. Key Features of Event Log Objects Availability and Requirements Enabling Event Log Objects To enable Event Log Objects, follow these steps in Setup: Querying Event Log Data Event Log Objects provide valuable insights through SOQL queries, allowing organizations to track activity across security, application performance, and user engagement. Sample Queries by Use Case Security Analysis Identify users exporting the most rows via reports: sqlCopyEditSELECT UserIdentifier, SUM(RowCount) FROM ReportEventLog WHERE Origin=’ReportExported’ AND DAY_ONLY(Timestamp) > LAST_N_DAYS:10 GROUP BY UserIdentifier ORDER BY SUM(RowCount) DESC Application Performance Monitoring (APM) Track unexpected Apex exceptions by category: sqlCopyEditSELECT ExceptionCategory, COUNT(Timestamp) FROM ApexUnexpectedExcpEventLog WHERE DAY_ONLY(Timestamp) > LAST_N_DAYS:10 GROUP BY ExceptionCategory ORDER BY COUNT(Timestamp) DESC Product Intelligence Determine the most loaded Lightning pages: sqlCopyEditSELECT COUNT(Timestamp), PageUrl FROM LightningPageViewEventLog WHERE DAY_ONLY(Timestamp) > LAST_N_DAYS:10 GROUP BY PageUrl ORDER BY COUNT(Timestamp) DESC Key Considerations Available Event Log Objects Salesforce provides a wide range of Event Log Objects, each designed to capture specific types of system events: Visualizing Log Data with CRM Analytics Organizations can transform raw log data into actionable insights using Salesforce Direct in CRM Analytics. This enables users to: Best Practices for Event Log Objects To maximize the value of Event Log Objects, follow these best practices: By effectively leveraging Event Log Objects, organizations can enhance security monitoring, troubleshoot performance issues, and gain deeper insights into Salesforce activity. For more details on Event Log Objects and their use cases, refer to the Salesforce Object Reference Guide. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

February 25, 2025in Data, Enterprise, Hyperforce, Salesforce, Salesforce Shield

31Jan

Here Comes Salesforce Spring 25

The Spring ’25 release helps you increase productivity with new innovations, including Agentforce 2.0, where humans with agents drive customer success together. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

January 31, 2025in Data, Enterprise, Generative AI, Google, Hyperforce, Life Sciences Cloud, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Flow, Salesforce for Nonprofits, Snowflake

Customization and Configuration in Salesforce

Salesforce Customization vs. Configuration: Choosing the Right Approach for Your Business Salesforce has become a top choice for businesses aiming to strengthen customer relationships and achieve their goals. Its flexibility to adapt to diverse needs through customization and configuration makes it stand out. While both approaches aim to tailor your Salesforce Org to meet specific business requirements, they differ in methodology and use cases. This insight will help you understand their differences and provide insights into when and how to choose between them. Let’s get the insight! What is Salesforce Customization? Salesforce customization involves enhancing your Salesforce Org by introducing tailored features, functionalities, and applications through coding. It goes beyond the out-of-the-box capabilities, enabling you to extend your platform to meet unique and complex business requirements. This approach requires expertise from a Salesforce developer who leverages tools such as Apex, Lightning Components, and the Salesforce Code Builder to create custom solutions. Examples of Customization: What is Salesforce Configuration? Salesforce configuration refers to adapting Salesforce’s native features to meet business needs without modifying the underlying code. By using tools such as drag-and-drop builders, configuration allows users—even those without technical expertise—to optimize the platform’s functionality. Examples of Configuration: Key Differences Between Customization and Configuration Basis Customization Configuration Level of Personalization High personalization, tailored to unique needs Limited to Salesforce’s native capabilities Implementation Requires coding expertise and detailed development Simpler, relies on drag-and-drop tools Time to Deploy Longer development cycles Faster implementation and deployment Maintenance Can require ongoing updates and compatibility adjustments during Salesforce upgrades Easier to maintain, as it aligns with standard platform updates Cost Higher costs due to skilled developer involvement Cost-effective; can be handled by in-house admins Risk Higher risks due to potential code conflicts or errors Lower risks, but over-configuration can lead to complexity Best Practices for Customization and Configuration Choosing the Right Approach The decision to opt for customization or configuration depends on factors like business requirements, budget, timeline, and project complexity. Sometimes, a hybrid approach that combines customization and configuration is the best solution, providing flexibility while optimizing costs and implementation speed. Why Partner with Salesforce Experts? Partnering with experienced Salesforce consultants at Tectonic ensures your Org is tailored to meet your specific business needs. They analyze your workflows, processes, and challenges to recommend the most effective approach—whether it’s customization, configuration, or a blend of both. At Tectonic, our team of 200+ Salesforce experts specializes in delivering tailored solutions that maximize ROI. From development to ongoing maintenance, we ensure your Salesforce Org aligns with your long-term goals. Ready to transform your Salesforce platform? Let’s discuss how we can help. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

November 8, 2024in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Optimization

07Nov

Salesforce Customization Requests

The Most Commonly Requested Salesforce Customizations Salesforce’s flexibility is one of its biggest strengths, allowing businesses to tailor the platform to meet their unique needs. Here are the most frequently requested types of customizations: 1. Declarative Customization Make adjustments using Salesforce’s built-in tools—no coding required. Examples: Ideal For:Businesses looking for straightforward changes to enhance usability without requiring programming expertise. 2. Integration Customization Connect Salesforce with third-party systems to streamline workflows and centralize data. Examples: Benefits:Boost operational efficiency by enabling seamless communication between systems. 3. Custom Code Development Go beyond standard functionality with tailored solutions using Apex, Visualforce, or Lightning Web Components. Examples: Best For:Organizations with advanced or highly specific requirements that declarative tools can’t fulfill. 4. User Interface (UI) Customization Adapt the look and feel of Salesforce to improve user experience and align with your brand. Examples: Goal:Create an intuitive, visually appealing interface that boosts productivity and user adoption. 5. Workflow Automation Save time by automating repetitive tasks and processes. Examples: Impact:Streamline operations, reduce manual workloads, and improve efficiency. 6. Reporting and Analytics Customization Provide actionable insights with tailored reports and dashboards. Examples: Advantage:Empower teams to make data-driven decisions with clear, relevant insights. 7. Mobile Optimization Ensure a seamless Salesforce experience for users on mobile devices. Examples: Purpose:Keep teams connected and productive, regardless of location. Conclusion Salesforce customization goes beyond CRM—it transforms the platform into a tailored solution that aligns with your unique business processes. Whether you’re looking for simple adjustments or advanced integrations, these customizations unlock Salesforce’s full potential to drive operational success. Ready to Get Started?Discover how our Salesforce customization services can help tailor the platform to your specific needs. Let’s work together to maximize your investment and achieve your business goals! Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

November 7, 2024in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Optimization

How to Hire the Right Salesforce Developer

Maximizing Salesforce: How to Hire the Right Salesforce Developer Salesforce has revolutionized how businesses manage customer relationships, becoming a cornerstone for enhancing customer service and engagement. However, to fully leverage its potential, skilled professionals are needed to customize and develop the platform to meet specific business needs. Hiring the right Salesforce developer is crucial for ensuring your organization gets the most out of this powerful tool. In this guide, we’ll explore key considerations before hiring a Salesforce developer, the steps involved in the hiring process, and tips for effective Salesforce recruitment. How to Hire the Right Salesforce Developer. Understanding Salesforce Developer Roles Before diving into the hiring process, it’s essential to understand the different Salesforce roles: Your business needs may require a combination of these roles. Depending on the complexity of your Salesforce environment, you might need more than just a developer. Key Factors to Consider Before Hiring a Salesforce Developer The most critical factor when hiring a Salesforce developer is their skill set. Salesforce development requires deep knowledge of various technologies and tools. Key skills include: Assessing a candidate’s industry-specific experience can provide insight into their ability to address your business challenges. Salesforce certifications validate a professional’s expertise. Key certifications to look for include: These certifications provide assurance of the candidate’s competency. A strong Salesforce developer should not only possess technical skills but also understand business processes. Developers who can translate business requirements into technical solutions will drive business value. Salesforce development often involves troubleshooting complex issues. Assess a candidate’s problem-solving abilities through technical interviews or practical tests. Strong problem-solvers will be invaluable when unexpected challenges arise. Effective communication is vital for a Salesforce developer. They must explain technical concepts to non-technical stakeholders and document processes clearly for future maintenance. How to Hire the Right Salesforce Developer Start by defining the skills, experience, and certifications needed for the role. A well-defined job description will attract the right candidates. Create job postings that reflect the role’s responsibilities and qualifications. Use relevant keywords like “Salesforce job postings” and “Salesforce employment opportunities” to attract suitable candidates. Screen candidates based on their resumes and initial interviews, looking for a strong match between their experience and your job requirements. Evaluate candidates through practical tests to assess their Salesforce-specific coding skills and problem-solving abilities. Conduct multiple interview rounds: Salesforce Recruitment Tips Use platforms like LinkedIn and Salesforce-specific groups to find candidates and connect with the Salesforce community. Partnering with recruitment agencies that specialize in Salesforce roles can streamline the hiring process. Salesforce professionals are in high demand, so offering competitive salaries and benefits is key to attracting top talent. Identify candidates committed to professional development, as Salesforce is constantly evolving with new features and practices. Highlighting your company’s culture, values, and growth opportunities can attract top talent. Why Choose Tectonic – How to Hire the Right Salesforce Developer? Hiring the right Salesforce developer requires a thorough understanding of your business needs, a clear definition of the required skills, and a meticulous hiring process. By emphasizing these factors, you can ensure you recruit the right talent to drive your Salesforce initiatives. However many Salesforce projects don’t require a long term developer, business analyst, or project manager. Outsourcing these roles to Tectonic can provide a valuable savings in cost and improved project outcomes with a clean CRM in place from day one. At Tectonic, we take pride in being a leading Salesforce provider. Our team of certified Salesforce professionals is equipped with the skills and experience to meet your business demands. Whether you need a developer, administrator, or consultant, Tectonic’s rigorous recruiting process ensures we deliver the best talent. Partner with Tectonic to fully harness the potential of Salesforce and elevate your business to the next level. Contact us today to learn more about our Salesforce staffing solutions and how we can help you achieve your CRM goals. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

September 29, 2024in Salesforce

19Sep

Visualforce Pages in Salesforce

Visualforce Pages in Salesforce Visualforce Pages in Salesforce function as custom web pages that you can design to present data and functionality tailored to your organization’s needs. They offer a way to create and display information in a format that fits your specific requirements. Why Visualforce Pages Matter Visualforce Pages enable you to showcase data in unique ways, making them ideal for presenting information that doesn’t fit into the standard Salesforce interface. By customizing the layout and behavior of these pages, you can ensure the data and features are displayed in a way that best supports your organization’s goals. How Visualforce Pages Function Visualforce Pages are developed using a combination of HTML, Apex, and Visualforce components: Common Use Cases Visualforce Pages can be utilized for: Example of a Visualforce Page Here’s a basic example of a Visualforce Page: htmlCopy code<apex:page controller=”MyController”> <h1>Welcome to My Custom Page</h1> <apex:outputText value=”{!customMessage}” /> <apex:commandButton action=”{!doSomething}” value=”Click Me” /> </apex:page> Writing Apex CodeIn this example, the page displays a title, a custom message from the server using Apex, and a button that performs a server-side action when clicked. Visualforce Pages offer a robust method for enhancing and personalizing your Salesforce experience. They enable you to create user-friendly interfaces, display customized data, and integrate external services, providing tailored solutions that address your organization’s specific needs. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

September 19, 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 Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

August 25, 2024in Salesforce Shield

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

14Jul

Metadata and Salesforce

How do I manage metadata in Salesforce? Search Setup for Custom Metadata Types. On the All Custom Metadata Types page, click Manage Records next to the custom metadata type for which you want to add or modify records. On the list of custom metadata records, click New, or click Edit to modify an existing custom metadata record. Fill out the fields. Use Metadata API to retrieve, deploy, create, update or delete customization information, such as custom object definitions and page layouts, for your org. This API is intended for managing customizations and for building tools that can manage the metadata model, not the data itself. Understanding Metadata Metadata encompasses various elements such as database objects and fields, screen layouts, automation rules, reporting structures, and access permissions. These elements, among others, form the overall configuration of an application for an organization. In large organizations, there can be over 100,000 metadata configurations with numerous dependencies between them. The Importance of Metadata Management As configurations grow, effective metadata management becomes crucial. Without it, the ability to make swift changes diminishes. Forrester describes this challenge as the “Salesforce@scale dilemma,” highlighting the complexities organizations face when scaling their use of Salesforce. This issue isn’t unique to Salesforce but applies to any metadata-driven enterprise application: “Every app change risks breaking one of hundreds of data and process customizations, integration links, and third-party add-ons. The result: Every change requires long and expensive impact-analysis and regression testing projects—killing the responsiveness that made Salesforce attractive at the start.” The Change Intelligence Report Series from Elements.cloud quantified Forrester’s observations: 50% of custom databases are never used, and 41% of custom-created fields are never populated. This leads to wasted effort and increased technical debt. Reducing this debt requires better metadata control. Establishing a Metadata Dictionary At the core of any metadata-driven app is a metadata dictionary, which AI can significantly enhance. A metadata dictionary is a comprehensive list of all metadata, grouped by type, with detailed attributes for each item such as version, usage, and dependencies. It can also include third-party content like business analysis, design specifications, and training materials. Managing applications without a metadata dictionary can be inefficient and risky. The common alternative, using spreadsheets, is hard to maintain and lacks support for impact analysis. Enterprise application vendors should include a metadata dictionary in their platforms, though many do not, often leaving it to third parties to create one via APIs. Steps to Establish a Metadata Dictionary Creating a metadata dictionary involves several actionable steps that streamline data management and boost productivity. Salesforce Metadata Salesforce metadata defines how objects and records behave and the “look and feel” of your Salesforce org. It includes: Metadata and Salesforce It’s essential to distinguish between metadata and data: For example, metadata can define schema properties (e.g., fields in a standard object like Address) and how business data is presented and processed. Metadata API Functionality The Metadata API allows you to manage and move metadata between Salesforce orgs during development. It supports: Use Metadata API for the final stages of development, and source push and pull commands for intermediate stages. These methods ensure efficient and accurate metadata management, enhancing the overall agility and scalability of your Salesforce environment. By effectively managing metadata, organizations can minimize technical debt, streamline operations, and maintain the flexibility and responsiveness that make platforms like Salesforce valuable. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

July 14, 2024in Salesforce

29Jun

Flow Tricks for Salesforce

Flow enthusiasts everywhere appreciate its capabilities, which continue to evolve as a cornerstone of Salesforce declarative automation. Here are five essential Flow Tricks for Salesforce: In conclusion, embracing Flow not only optimizes business processes but also fosters continuous learning and improvement. By sharing insights and best practices, the Flow community collectively enhances user experiences and drives innovation. Whether you’re new to Flow or a seasoned user, these tips aim to enhance your journey and empower you to explore further possibilities. Share your own tips and experiences below to continue the Flow journey together! Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

June 29, 2024in Salesforce, Salesforce Einstein

26Jun

Salesforce Instance Refresh Maintenance

Preparing for Instance Refresh in Your Organization To support your organization’s ongoing growth, Salesforce occasionally performs an instance refresh, which involves upgrading the infrastructure in their data centers. After this maintenance, your instance will transition to a new data center, and its name will change. This process ensures we continue to deliver the high performance you’ve come to expect from Salesforce. Salesforce Instance Refresh Maintenance. Following these best practices will make this maintenance seamless. Below are answers to some frequently asked questions about instance refresh maintenance. Note: This document is for informational purposes only and does not constitute a legal or binding agreement. Salesforce may modify its policies and practices at its sole discretion. Frequently Asked Questions Salesforce Instance Refresh Maintenance Conclusion Staying informed and prepared for instance refreshes ensures a smooth transition and continued high performance of Salesforce. Follow best practices, adjust configurations as needed, and utilize the provided resources for a seamless experience. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

June 26, 2024in Hyperforce, Mulesoft

12Jun

Salesforce Summer 24 Experience Cloud Release

Experience Cloud Customization is key, and Experience Cloud is here to help you deliver. Salesforce Summer 24 Experience Cloud Release. Integrate enhanced LWR sites with Data Cloud to gain deeper insights into site visitor interactions. Elevate your site with new styling features for forms and buttons, streamlined search options, and increased control over the layout and spacing of your LWR sites. Improve your visitor login experience with a new integration framework for headless login and guest user identity flows. Stay productive on the go with a collection of updates to the Mobile Publisher app. Salesforce Summer 24 Experience Cloud Release Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

June 12, 2024in Salesforce Experience Cloud

25Apr

Salesforce Experience Cloud Summer 24 Release Notes

Customization is key, and Experience Cloud is here to help you deliver. Salesforce Experience Cloud Summer 24 Release Notes. Integrate enhanced LWR sites with Data Cloud to gain deeper insights into site visitor interactions. Elevate your site with new styling features for forms and buttons, streamlined search options, and increased control over the layout and spacing of your LWR sites. Improve your visitor login experience with a new integration framework for headless login and guest user identity flows. Stay productive on the go with a collection of updates to the Mobile Publisher app. Salesforce Experience Cloud Summer 24 Release Notes Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

April 25, 2024in Salesforce, Salesforce Experience Cloud

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