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  • Tag: Custom Metadata Type

    • Getting Started with Process Builder – Part 69 (Auto Create a Case From Keyword Word Used in Chatter)

      Posted at 10:01 AM by Rakesh Gupta, on June 27, 2017

      What is a Custom Metadata Type? Why should one use it? How should one use it? And, last but not least, how is Custom Metadata Type related to, or different than, Custom Object? Well, let us explore these concepts together!

      Custom Metadata Type is similar to a custom object – it allows application developers to create custom sets of data, as well as to create and associate custom data with an organization. All custom metadata type data is available in the application cache. As a result, it allows efficient access to the data without the cost of repeated queries (SOQL) to a database.

      Custom Metadata Type is mainly used to store information that will be frequently accessed from Apex code. Custom Metadata Type performs better than a custom object because it is available in cache; and therefore, it does not have to be queried. The other difference, which you will notice between the custom metadata type and a custom object, is the difference in the suffix. Custom Metadata type has __mdt suffix at the end of the custom metadata type, as opposed to the usual __c for custom objects. As of the Summer’17 release, custom metadata is not yet available in Process Builder. However, it is currently available in Visual Workflow.

      Business Use Case

      Let us start with a business use case. Pamela Kline is working as System administrator at Universal Containers. At UC they are using Chatter extensively for internal communication to manage Sales and Support. Business Users are often using Chatter to ask help from Internal Salesforce team regarding how to use some feature. 

      Pamela has received a requirement to auto-create a case whenever a new Chatter post (not a comment) contains a keyword word. She received a list of keyword words (almost 11 words) from her manager. Pamela’s task is to ensure that only a single case is created even if Chatter posts contain numerous keyword words.

      Solution for the above business requirement

      There are various ways to solve preceding business requirement. Few of them are following:

      1. Create an Apex Trigger on the FeedItem object – We will work on this option in our upcoming Apex Series. 
      2. Use all 11 keywords in a Process Builder (On feedItem object) entry criteria and use the Create a Record action to auto-create a case. The problem with this approach, however, is that if, after few days, the business wants to add or remove a few keywords, then you have to start from scratch again. 
      3. Use Custom Setting to store the keywords and then use Process Builder to manage your logic. 
      4. Use Custom Metadata Type to store the keywords and then use Visual Workflow and Process Builder to manage your logic. Custom metadata provides the flexibility to add or remove keywords without having to change your Process definition or Flow.

      List of Keywords: – Ohana; Salesforcehelp; help; TrailheaDX, MidwestDreamin, SoutheastDreamin, IndiaDreamin, TDX17, SalesforceOhana, JDF17, dreamOlé

      To solve the preceding business requirement, we will take the 4th approach. We will use – (i) custom metadata type to store the keywords; use (ii) Flow to compare the keywords with the Chatter post body; and, use Process Builder to launch the Flow. Perform the following steps to solve the preceding business requirement:

      1. To create a new custom metadata type, navigate to Setup (Gear Icon) | Setup | PLATFORM TOOLS | Custom Code | Custom Metadata Types and click on the New Custom Metadata Type button. Now fill the form as mentioned in the following screenshot:
      2. Once you are done, click on the Save button. Read the rest of this entry!
      Posted in Process Builder, Salesforce Flow | 6 Comments | Tagged Activate a Process, Add action Process Builder, Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, Automation Champion, Con 201, Custom Metadata Type, Custom Metadata Type in Apex, Custom Metadata Type in Approval process, Custom Metadata Type in Flow, Custom Metadata Type in Process, Custom Metadata Type in Salesforce, Custom Metadata Type in Workflow Rule, Custom Metadata Type with Flow, Custom Metadata Type with Process Builder, Custom Setting, Custom Setting in Apex, Custom Setting in Approval process, Custom Setting in Flow, Custom Setting in Process, Custom Setting in Salesforce, Custom Setting in Workflow Rule, Custom Setting with Flow, Custom Setting with Process Builder, dev 401, flow, getting Started with Flow, Getting Started with Visual Workflow, How to use Custom Metadata Type, How to use Custom Setting, Lightning Process builder, Platform App Builder, Platform App Builder Exam, Process Builder, Process Builder examples, Process Builder rakesh, Process Builder Sales Cloud, Process Builder Salesforce, Process Builder Service Cloud, Process builder use case, Process Criteria, Process management, salesforce, salesforce Admin exam, salesforce certified developer exam, Salesforce Online Training, Salesforce Platform Developer I, Salesforce Platform Developer I Exam, Salesforce Training, Visual workflow, Visual Workflow Implementation Guide, What is a Custom Metadata Type, when a record is created or edited
    • Salesforce Interview Tips

      Posted at 11:51 AM by Rakesh Gupta, on May 4, 2017

      Whether you’re lucky enough to boast a wealth of experience, skills, or winning charm, job interviews are a daunting experience for everyone. The interview process is all about being able to effectively translate your best assets to your interviewer, whilst best understanding what they want from their next hire. Mason Frank International’s specialist Salesforce recruiters have contributed their best tips to consider when interviewing for three key Salesforce positions – admin, sales, and developer.

      Salesforce Admin

      Salesforce administrators need to be able to demonstrate their ‘bedside manners’. As an admin, you’re primarily a communicator. You need to make sure you can effectively demonstrate your capacity to discuss Salesforce features. You’re the number one touchpoint for users across the organization meaning you must showcase your soft skills and likeability, as well as knowledge of your particular experiences with the platform.

      Admins must have knowledge and enthusiasm for the product. Demonstrate your familiarity, but also highlight the areas which you’d like to learn more about. This shows keenness for development which is something organizations love to see.

      Sidra Khatkhatay, Recruitment Consultant Team Leader

      Salesforce Sales

      A Salesforce sales representative must prove their knowledge of the product. In the interview, you’re likely to be asked to prove quota attainment and you should be specific with the numbers you quote. What were your previous targets and what did you comparatively achieve?

      Read the rest of this entry!

      Posted in Guest Blog | 0 Comments | Tagged Activate a process salesforce, Admin 201 exam salesforce, Admin exam dumps salesforce, Admin exam salesforce, Admin practice exam salesforce, Apex best practices salesforce, App builder exam dumps, App builder exam salesforce, App builder practice exam, Automation champion Rakesh Gupta, Avoid hard coding id process builder, bihar, Custom Label, Custom Label process builder, Custom Label Salesforce, Custom Label visual workflow, Custom Metadata Type, Custom Metadata Type in Salesforce, Custom Metadata Type process builder, Custom Metadata Type visual workflow, Custom Setting, Custom Setting in Salesforce, Custom Setting process builder, Custom Setting visual workflow, Dreamforce’17, Evaluation Criteria salesforce process builder, invocable processes salesforce, Just say no to hard-coded ID, Just say no to hard-coded ID Salesforce, Katihar, Katihar engineers, Learn process builder salesforce, Platform Dev I exam, Platform Dev I exam dumps, Platform Dev II exam, Platform Dev II exam dumps, Process builder best practices, Process builder best practices tips, Process builder real use case, Process Criteria salesforce process builder, salesforce, salesforce admins, Salesforce developers, Salesforce interview, Salesforce interview admin, Salesforce interview Architect, Salesforce interview developer, Salesforce interview manager, salesforce interview question, Salesforce interview tips, Things to avoid in process builder, TrailheaDX, Workflows & Approvals
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