Category Archives: Salesforce.com

Kickstart Your Community implementation in Salesforce

Businesses now-a-days are using one or the other CRM tools to maintain their sales processes and sales pipeline. The way the businesses run is changing rapidly, so are the ways the customers interact with companies, as well as the ways the companies interact with their partners. And all this change requires something that has the capability to engage all these entities. What businesses need now is the right platform that can serve as an interactive bridge between businesses, customers, partners and employees.

Salesforce Community Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other and the data & records they need to get work done. This next-gen portal combines the real-time collaboration of Chatter with the ability to share any file, data, or record anywhere and on any mobile device.

Community Cloud allows you to streamline your key business processes and extend them across offices & departments, and outward to customers and partners. So, everyone in your business ecosystem can service customers more efficiently, close deals faster, and get the work done in real time.

Because Community Cloud is built on top of Salesforce platform, you can connect any external system or data directly into the community. Your organization gains the utmost flexibility to easily create multiple communities for whatever use case your business demands.

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Posted in Sales Cloud, Salesforce, Service Cloud. Tagged with , , .

API Led Connectivity

Here is a well-known fact: Technology has become a part of every aspect of our lives. We are all connected in some way. We live in a highly connected world. Every day we create humongous amount of data, as individuals, businesses or machines. And we do so with the help of numerous devices and applications. As consumers, we keep interacting with new technologies that change the way we live. We want the systems to be powerful and want them to work together seamlessly. We expect the organizations to deliver these functionalities faster than ever. To meet this, organizations are presented with several specialized tools to meet the customer expectations.

Point-to-Point Integration

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Posted in Application Architecture, Application Security, salesforce connectors. Tagged with , , .

Working with Salesforce Account Teams

In Salesforce, Account team is a group/team of users working together on an account, making tracking of collaboration on account easier. Suppose there is a team of people working on an Application say ‘ProjectBuilder’. This team contains developers, team lead, project manager, delivery manager, Sales Manager, Executive Sponsor. Now each of the team member has a role to play. Developer is responsible for developing the application, team lead is responsible for managing the developer, project manager is responsible for planning and monitoring of the project., and the delivery manager is responsible for the timely and accurate delivery of the application, sales manager is responsible to reach the established sales target and executive sponsor is responsible to project aligned with organization’s strategy. Now the account is ProjectBuilder and developer, team lead, project manager, delivery manager. Sales Manager and Executive Sponsor are the users. To track the progress of the team of users both the internal and the partner user, Account Team concept is used.

Use of Account Team

Using Account team, we can grant access to account and their related contacts, cases and opportunities. Account team is good to use in private sharing model where users cannot see/edit other accounts. We can include any set of roles in account team and can assign a user to every role who will then be part of the account team and will be responsible for the account. We can use a member of the Account Team to:

  • Identify responsible people on an account and contact them.
  • Assign role-specific tasks on the account.
  • Using account role, send campaigns on an account team member’s behalf

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Posted in Agile, salesforce administrator, salesforce consultant, Salesforce Implementation, Salesforce.com, Team Collaboration. Tagged with , , , , , .

How to Update Status for Salesforce object in a custom Lightning Component

In Salesforce, maintaining the last update status of a view once it loads as a component can be tricky. JavaScript has an asynchronous way of executing after all. Resetting the counter after each component refresh from the custom refresh button may take a while to debug. Here is a way I resolved my problem. With a few tweaks here and there with some horse shoe fitting hope it helps your too.

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Posted in force.com app development, Salesforce, Salesforce cloud Implementation, salesforce customization, salesforce development, Salesforce Lightning. Tagged with , , , , , .

Heap Size: Elephant in the room

Heap size is a common, yet neglected problem whenever it comes to Salesforce Apex development. Heap size in actual is the count of memory used by the variables, object instances in an Apex class. In order to store these objects & variables, memory is allocated in Salesforce which is derived from allocated Heap. The Heap size truly depends on the type of transaction, Salesforce provides a heap size limit of 6MB for synchronous transaction and 12 MB for asynchronous transaction. Whenever, too much data is stored during processing an error occurs prompting “Apex heap size too large”. You must have encountered this error at least once if you are a developer.

Here are a few tips to ensure that the heap limit does not exceed the maximum size and your code runs smoothly

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Posted in apex develeopment, Salesforce, salesforce development, salesforce integration, Salesforce.com. Tagged with , , .

Evaluate Lightning Web Components In Online Playground

Salesforce has introduced an online editor to try out Lightning Web Components. Lightning Web Components is the new UI development approach that Salesforce has; this is an evolution from the current Aura framework. Salesforce is to allow both Lightning Web Components and Aura frameworks to exist side-by-side.

To not just experiment, but also evaluate design considerations playground can be used. By using the instructions here, new Lightning Web Components can also be created on the interactive code Playground editor.

Dual Listbox is a control that that just shows a bunch of values on the left-side and allows user to choose the values and move them to right-side.

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Can dual listbox handle thousands of values on the left-side? Playground makes it quite easy to change the values of the values loaded.

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Posted in Salesforce, Salesforce Lightning, Salesforce.com, UI. Tagged with , , , .

Recurrent Neural Network with Long Short-Term Memory

What is a Neuron?

In Biological term, Neurons is the unit of nervous system which is responsible for flow of message in the form of electrical impulse in Human brain. So, Neuron is responsible for Human intelligence. But, in Today’s scenario it is used in Artificial Intelligence as well. Recurrent Neural Network (RNN) is a class of Artificial neural network in which connections between the neurons form a directed graph, or in simpler words, having a self-loop in the hidden layers. This helps RNNs to utilize the previous state of the hidden neurons to learn current state. Along with the current input, RNNs utilize the information they have learnt previously. Among all the neural networks, they are the only one with an internal memory. A usual RNN has a short-term memory. Because of their internal memory, RNN are able to remember things.

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Posted in Application Architecture, Salesforce AI, salesforce development, Salesforce Einstein, Salesforce Einstein, salesforce for healthcare, Salesforce Machine Learning. Tagged with , , , , .

Developing Visualforce Apps using AngularJS

Have you ever wondered how cool it would be to have the flexibility and features Angular JS framework provides, inside a Visualforce page in Salesforce platform? Well, wait no more, keep reading to get a perfect solution for this. This blog will introduce you to AngularJS and how to develop Visualforce apps using angular. Every web application requires client-side JavaScript, HTML, and CSS. Without using any server framework like Rails, Node, PHP, etc. the entire application can be built using just the front-end tools and languages.

What is ANGULARJS?

AngularJS is a powerful JavaScript framework for constructing dynamic web applications. It is used to develop mobile and web applications. The good thing about Angular is that it has a set of primed modules to simplify the building of single page applications. Single page application (SPA) is a web application that dynamically renders the data on the current page without reloading the whole page. All the code (JS, HTML, and CSS) is retrieved with a single page load and navigation between pages is performed without reloading the whole page.

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Posted in apex develeopment, Apex Development, force.com app development, salesforce development. Tagged with , , , .

Service Level Agreement (SLA) Management for Cases in Salesforce

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In Salesforce, Entitlements are records which ensures that a certain case is acted upon within the given time limits. If not then a certain action is executed.

An entitlement mainly consists of below information:

  1. Entitlement Process
  2. Business Hours

An Entitlement Process declares the start time for the process and the exit criteria for the records, time interval when the criteria is to evaluated and the actions to be taken for scenarios of success, warning and violation.

This process is supported by the concept of Business Hours. Business hours define the window within which the SLA clock for the cases will run and will stop while current time is out of the window mentioned earlier.

Each entitlement process also contains sub-elements which help in evaluating the exit criteria mentioned in the process against each record that enters the entitlement process. These sub-elements are called Milestones. Milestones have different types based on requirement.

  1. No Recurrence
  2. Sequential
  3. Independent

These evaluate the criteria on a certain interval from the start time of the process. Also three types of events are attached to milestones, namely: success, warning and violation. These events are fired respectively on:

  1. When exit criteria evaluates to true
  2. When exit criteria evaluates to false, but the time interval is about to get over.
  3. When exit criteria evaluates to false and the time interval is already over.

These events can perform actions similar to a workflow except sending outbound messages.

Together these elements contribute to SLA process for an organization.

Posted in Case Management, Service Cloud, Service Level Agreement. Tagged with , , .

Integration with Salesforce Lightning External Services

Nowadays there is an API Integration in almost every org. The main purpose of integration with another service is to avoid reinventing the wheel. However, the development effort that is required to integrate with services is a complex and time-consuming venture. It reduces speed to market, but it also saps developer energy that is better spent in the front end, building the features that will really differentiate their app. With Lightning External Services, Salesforce makes this a lot easier and admin friendly.

With external services you can connect to any service that you want to, invoke methods based on the external source via a flow all with the help of an easy-to-use wizard. Declarative tools are used to import API definitions right into Salesforce. Swagger or Interagent-based API definitions can be used to define an external service. Once the definitions have been imported, you can create lightning flows which will invoke actions generated from the API definition schema. Below is a depiction of how external services works.

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Here is what is happening in the above image:

Based on provided API schema specification, a schema definition is created that describes the API. Once this is done, named credential is created to authenticate to the service’s endpoint using the URL provided by the external service provider. The endpoint is URL that exposes the web services resources that External Services needs to interact with. Using the named credential and schema definition, external service is registered. External Services imports the definitions into your org and generates Apex actions, which are available immediately in Lightning Flow. While creating a flow, these Apex actions are added into the flow which sends a callout to the endpoint and output is returned based on schema definition.

Schema Definition for your external service:

Schema specification is basically a contract which contains which type of inputs and outputs can be included in the API calls that are made from your external service. Endpoint information and authentication parameters for REST based API service are also included in specs. On the other hand, schema definition is human readable structured data.

Below is the schema definition of a pet store Swagger API.

Pet Store Schema

This schema declares various methods available in the API and the inputs, outputs included in this service. For example, the below snippet contains information about a GET method which is used to get all the inventories by status.

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We will be using the Pet Store Schema to illustrate the whole external service in this blog.

Registering an External Service:

Registering an external service involves the below two steps:

1. Named Credential: In order to register an External service, you need to create a named credential first. Named credential is created to authenticate to the service’s endpoint using the URL provided by the external service provider. Create a Named Credential as below in your org:

  • For Label, use SwaggerPet.
  • For URL, use https://petstore.swagger.io
  • Leave other fields as they are and click Save.

2. External Service: In your org, go to setup and search for external service in the quick find box. Create a new external Service and provide the below information in the fields:

  • For name, give ExternalSrv1
  • For Named credential, select SwaggerPet named credential created in previous step
  • In the Service Schema Relative URL field paste “/v2/swagger.json”

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The generated actions are used in the flows. Below is the list of actions available in the pet store endpoint. We cover getOrderById action in this blog.

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External Services in flow:

Apex actions generated from external services can be used in lightning flows. When users run the flows, during runtime external services sends a callout to the service’s endpoint. Create a new flow and drag the Apex Action element. Select “ExternalSrv1_getOrderById__Service”

This action takes an Order id (any integer between 1 and 10) and returns details for that order like Order quantity, pet id, shipping date. Create variables for input and output data and configure the output variables to be stored in the variables as done below. Provide the default value of id such that 1<=id<=10. Set the input values and the output values by associating each with a flow variable. Make sure that the data type of input/output matches the input/output specs mentioned in the schema definition.

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Connect the Apex Action with the start element.

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After completing all these steps, click on debug. Doing this will start the flow in debug mode. On the next screen select Show details of what’s executed and render flow in Lightning runtime and click Run.

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Above is the output of “ExternalSrv1_getOrderById__Service” for order Id = 2. Similarly, other Apex Actions can also be invoked using external services and flow without writing any code.

Summary:

External services are a great tool which along with point-and-click automation tool like flows and process builders can be used to integrate any API with Salesforce without writing any code. It reduces the development effort and is very much admin friendly making the process of integration making this process simpler and thus cheaper.

Posted in Agile, Salesforce, Salesforce Challenges, salesforce development, salesforce integration, Salesforce Lightning, Service Cloud. Tagged with , , , , , , .