*Image credit – Daniel Peter

Salesforce Summer’17 release notes preview are out. The Summer’17 release of Salesforce is now in available under the pre-release program. On 05th and 06th May Sandboxes will be upgraded so that your organization gets the look and feel of Summer’17 release. In this release, you can find lot of new features as well as new enhancements related to Lightning Experience, and Search functionalities.

For example, Make the Lightning Experience the only experience, Navigate to a Record Directly from an Action Success Message, Lightning Console Split View, Access Field History related lists in Lightning Experience, and See Results from External Search Engines with Federated Search are now available in Lightning Experience.

Also, check out these beta and pilot features:

Connect Your Content Management System to Your Community (Beta): – CMS Connect lets you bring your Adobe Experience Manager content, such as headers, footers, and banners, into your community. CMS Connect is available in communities that are based on Customer Service (Napili), Partner Central, and any Lightning Bolt solutions.
Encrypt Sensitive Lead Fields (Beta): -You can now encrypt 10 standard fields containing personally identifying information (PII) in Lead records.
Dynamically Update Flow Screen Fields (Pilot): -Use field rules to control when to show, or hide, particular screen fields. Turn your flows into guided UIs that respond to users’ inputs and selections. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app. However, it takes effect only for flows that use Lightning runtime.
Lightning Console JavaScript API (Pilot): – The Lightning Console JavaScript API provides JavaScript methods so that developers can programmatically control tabs, subtabs, and the utility bar in Lightning console apps.
Lightning Data Service (Beta): – Use Lightning Data Service to load, create, edit, or delete a record in your component, without using Apex code. Lightning Data Service handles sharing rules and field-level security for you. Lightning Data Service also improves performance and user-interface consistency.
Use Advanced PDF to Render Visualforce Pages as PDF Files (Pilot): – Advanced PDF renders Visualforce pages as PDF files with broader support for modern HTML standards, such as CSS3, JavaScript, and HTML5.

You can now convert an existing object level picklist to a Global value Set. To promote a single picklist field into a global value set, edit your picklist field by clicking Promote to Global Value Set button.

Promote Your Picklist Fields to Global Value Sets

Lightning Experience is supported by Apple® Safari® version 10.x+ on Mac OS X and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google Chrome™ are also supported. Microsoft® Internet Explorer® version 11 is retiring starting in Summer ’16(EOL December 31, 2020). You can’t access Lightning Experience in a mobile browser.

Salesforce Classic is supported with Microsoft® Internet Explorer® version 9, 10, and 11, Apple® Safari® version 8.x, 9.x, and 10.x on Mac OS X, and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google Chrome™ are also supported. Below is the quick summary of Summer’17 release from user’s /customer’s

Customers/Users Point of view

1. Use Your Classic Email Templates in Lightning Experience: – Now it is possible to use Salesforce Classic email templates in Lightning Experience. You can use your Text, Custom HTML, and Letterhead email templates in Lightning Experience. This change applies to Lightning Experience only.

Reference – Salesforce release notes

2. Filter Your Case Feed in Lightning Experience: – Support agents can find what they are looking for in a case faster by using filters in feed-based case page layouts. This change applies to Lightning Experience only. For support agents, Lightning Experience feed filters work just like Salesforce Classic filters. Lightning Experience users see any custom feed filters created in your instance of Salesforce.

Reference – Salesforce release notes

Read the rest of this entry!

In Spring’15 release Salesforce added a new feature on Chatter, that is Add records to Chatter Groups. In the last article Automatically add records to Chatter Group” I had discussed the way to automate this process. In this article, I am going to discuss how you can allow your users to add a record to multiple Chatter Groups and I am also going to discuss a way to parse Multi-Select choice Picklist fields.

Business Use Case

Higher Management in Universal container wants to expand new feature “Add records to Chatter Groups” for their users. Basically, they want a publisher action on Opportunity object that allows their users to add a record to multiple Chatter Groups (Only public Groups).

A solution for the above business requirement

Do you think we have to use Apex code to parse values selected for multi-select choice fields in flow? I think no, this article will help you to understand the way to assign multi-select choice picklist values to a collection variable in a flow or way to parse it.

Design: – when a user clicks on publisher action on Opportunity object it will pop-up a screen, then the user can select multiple Chatter groups, after clicking on Next button it will add Opportunity record to Selected Chatter Groups.

To solve this requirement we will use Visual Workflow, and then we will embed Flow to a Visualforce page to call it from Publisher action. Before proceeding you have to understand CollaborationGroup and CollaborationGroupRecord objects in Salesforce.

A. CollaborationGroup:- This object represents a Chatter group.
B. CollaborationGroupRecord:- This object represents the records associated with Chatter groups. CollaborationGroupId represents Id of Chatter Group and RecordId represents ID of the record associated with Chatter Group.

1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
2. Click on New Flow, it will open flow canvas for you. Create two Text type variable VarTOpportunityID (To pass Opportunity ID from Publisher action) and VarTSelected_Chatter_GroupsID we will use it later on this flow.
3. Next step is allowing users to select multiple Chatter Groups. To do that drag-and-drop a Screen Element ( Give the name Select Chatter Groups) onto the window and add a Dynamic choice Multi-Select Picklist field with below detail

Name	Data Type	Required
Active Chatter Group (Public)	Multi-Select Picklist	Yes

It will look like the below screenshot

Dynamic choice Multi-select picklist

Note:- Don’t save the selected Chatter group IDs, because if you assign the results to a variable here, that variable will only store the first value selected.

4. Next step is to assign ID’s of Selected Chatter Group to Text variable {!VarTSelected_Chatter_GroupsID}, to do that Drag-and-drop Assignment Element ( Give the name Chatter Groups IDs to Variable) onto the window and map the field according to the following screenshot

Assign Selected Chatter Group IDs

5. Next task is to create few Formula fields to calculate the number of chatter groups the user has selected, it’s length, Individual Chatter group ID and for Id’s that remaining to Parse. First, we will create a formula to calculate Lengths of ID’s of Selected Chatter Groups (Length) and Number of Chatter group selected (Counter) as shown in the following screenshot

Formula Fields – Part 1

Now create two formula fields to calculate Parsed ID (Single_Chatter_Group_ID) and Chatter ID’s those are remaining to Parse (Remaining_Chatter_GroupID) as shown in the following screenshot

Formula Fields – Part 2

6. Drag-and-drop a Record Create ( Give the name Add Record to First Chatter Group) onto the window to add a record into chatter groups, if the user has selected only one Chatter group. Please refer to the following screenshot for more details

Add Record to First Chatter Group

7. Now drag-and-drop Decision element to check counter size. If Counter size < = 1 then leave it as it is, else we have to collect the remaining Chatter groups IDs and then add it to a SObject Collection Variable with recordID (To add records to Chatter Groups, in our case it’s variable {!VarTOpportunityID}. Please refer to the following screenshot for more details

To check the counter size

8. As we have already added the record to one Chatter Group then we have to TRIM original length (it means remove selected Chatter group ID from variable {!VarTOpportunityID}. Please refer to the following screenshot for more details

Assign remaining Chatter Groups IDs to Text Variable

9. Next step is to add data into a SObject Variable after parsing it. Drag and Drop Assignment Logic (Give the name Add data for single Chatter Group Record) on the window, to assign {!VarTOpportunityID} and formula {!Single_Chatter_Group_ID} into the SObject Variable (CollaborationGroupRecord Object Type) {!Single_Record_Deatils} as shown in the below screenshot

Add details into SObject Variable

10. Drag-and-drop Assignment Logic (Give the name All in one) on the window and assign a value from SObject variable {!Single_Record_Deatils} to SObject Collection variable {!All_Record_In_One} (CollaborationGroupRecord Object Type) so at the end of the flow will use it inside the Fast Create to add a record to remaining Chatter Groups. Please refer to the following screenshot for more details

Add SObject Variables into a SObject Collection

11. Next step is to check Counter size >= 1. If counter size is greater than 1 then repeat the process (8-10), else we will use Fast Create element add a record to remaining Chatter Groups. To do that drag-and-drop decision element and check the counter size, as shown in the following screenshot

Check Counter Size Greater than 1

12. Finally, drag-and-drop Fast Create (Give the name Add record to remaining Chatter Groups) on the window and map the field according to the below screenshot

Add record to remaining Chatter Groups

13. Finally, our Flow will look like the following screenshot

14. Save the flow with name Add Record to multiple Chatter Group and close the canvas.

It’s time to test this flow

In the next article Call a flow from publisher action I will show you how you can use this flow as Publisher action

1. For time being to test this flow, we will hard code the Opportunity Id into flow variable {!VarTOpportunityID}

Set Default Value to a Variable

2. Click on the Save, button and then click on Run button available on flow canvas. Select as many as Chatter Groups you want, as shown in the following screenshot I have selected 4 Chatter Groups

Selected Chatter Groups

Once done Click on Next button.

3. To see the result, open the Opportunity Detail page and navigate to Groups related list

Final Output

Note:- In the next article Call a flow from publisher action I will show you how you can use this flow as Publisher action. I will suggest you Implement this first on your developer org test it and then move it to Production.

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Tag: advance developer

Salesforce Summer17 release quick summary

Posted at 11:15 AM by Rakesh Gupta, on June 2, 2017

Customers/Users Point of view

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Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)

Posted at 9:27 PM by Rakesh Gupta, on April 15, 2019

Business Use Case

A solution for the above business requirement

It’s time to test this flow

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Like this:

Search

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