Automation Champion

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  • Tag: manual sharing

    • Top Ten Gems of Salesforce Lightning Experience Spring’21 Release!

      Posted at 7:24 AM by Rakesh Gupta, on December 28, 2020

      With each new release, Salesforce is adding tons of new functionalities to Lightning Experience. Which make you more productive and help you to provide a better customer experience. 

      Currently, the Spring’21 release is under the pre-release program. On the and 08th & 09th of January, Sandboxes will be upgraded, as a result, your organization will get the look and feel of Spring’21 release.  In case you have not read the entire 491 pages of Salesforce Spring’21 release notes, check out the Spring’21 release quick summary written by me.

      I combed through the release notes and highlighted the most exciting, interesting, and useful Lightning Experience features. Since Lightning Experience is getting faster and better with every release, it was a challenge to stop at just ten! To kick things off, here is my take on the coolest Lightning features from the Spring’21 release. 

      1. Use Lightning Email Templates in Salesforce Automations:- Now use Lightning email templates—including Email Template Builder email templates—in Salesforce automation, including email alerts, Flow, Workflow, Process Builder, Approval Processes, and more. For example, you can set up an email alert that sends an email to users about something that’s happened and includes a Lightning email template with the email alert. Previously, when you set up an email alert you used Salesforce Classic email templates only. 
      2. Analyze Performance For Lightning Pages Viewed on a Phone and Desktop:- Performance Analysis in App Builder now assesses record page performance for the phone and desktop form factor. New tabs in the Page Analysis window give you separate results for a Lightning record page when it loads on a desktop and on a phone so you can design your page for optimal performance on both. Read the rest of this entry!
      Posted in Spring'21 Release | 0 Comments | Tagged Add Images to In-App Guidance, Analyze Performance For Lightning Pages, Distribute Lightning Email Templates with Packaging and Change Sets, Dynamic Actions:, Email Bounce in Lightning Experience, Enable Einstein Opportunity Scoring with Less Data, Lightning Experience Spring21, Lightning Experience Spring21 Release, Lightning Experience Spring21 Release Summary, Make Sure Emails Get Delivered with Soft Bounce Email Handling, manual sharing, Manual Sharing in Lightning Experience, Manual Sharing Record in Lightning Experience, Salesforce Spring21 Pre-Release Org, Salesforce Spring21 Release, Save Dashboard Results with Filter URL Parameters, Spring21 Lightning Experience, Sreamline Report Creation with Multi-Field Selection, Track Accounts as Campaign Members (Beta), Use Lightning Email Templates in Approval process, Use Lightning Email Templates in Flow, Use Lightning Email Templates in Lightning Flow, Use Lightning Email Templates in Process Builder, Use Lightning Email Templates in Workflow Rule
    • [Introducing My New Book] Mastering Salesforce CRM Administration

      Posted at 9:01 AM by Rakesh Gupta, on March 28, 2017

       

      I’m still pinching myself. My new book Mastering Salesforce CRM Administration was out yesterday (03/27/2017). Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide that will help Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators, and developers who want to take their knowledge to the next level to become a Salesforce certified advanced administrator. As you go through the content, you will notice that this book focuses on real-world examples. This book builds upon these examples to help you understand and use the features of the Salesforce.com platform.

      This book is all about mastering the Salesforce admin part, taking your skills as an administrator or developer and tuning them for the unique features of the Salesforce platform. I have discussed many complex topics in this book, such as territory management, forecasting, quota, escalation rule, knowledge base, Visual Workflow, Process Builder, deployment using Force.com Migration Tool and more. This book covers almost all the topics mentioned in Salesforce certified advanced administrator examination study guide. 

      Here’s a taste of what you’ll uncover:

      • Adopt Lightning Experience to improve the productivity of your organization’s sales team
      • Create and maintain service entitlements and entitlement processes
      • Process Builder basic and advanced concepts
      • Implement Customizable Forecast and quota management 
      • Implement Knowledge base management to improve support reps productivity 
      • Implement territory management 
      • Exploring different ways to deploy application between environments including Force.com Migration Tool 
      • Best practices for improving and enriching data quality

      And yes, so much more.

      Technical Reviewers:

      I would like to take this opportunity to thank both of you (Jitendra Zaa and Vinay Chaturvedi) for the effort and expertise that you have contributed to reviewing, without which it would have been impossible to maintain the high standards of the book. 

      Vinay Chaturvedi is a Salesforce MVP, currently working as a principal consultant. He has been loving and living Salesforce since 2011.

      Jitendra Zaa is a Salesforce MVP, author, and a Dreamforce speaker with more than 9 years of experience in web technologies and cloud platforms. 

      Purchase:

      It’s Here! It’s Here!

      • Subscribe Mapt.io to get Packt eBooks & Videos access 
      • Buy on Barnes & Noble
      • Buy on Packt publications
      • Buy on Amazon.com (US)
      • Buy on Amazon.in (India)
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      Aloha!

      Announcement: – I am honored and proud to say Workato Inc. and Work-Relay are the sponsors of my blog Automationchampion.com.

      Posted in Book Reviews | 11 Comments | Tagged account management, Apache ANT URL, Apex, Apex class, Apex collections, Apex Managed Sharing, Apex trigger, approval process, Audit Trail history, bounce e-mail administration, campaign management, case escalations, case management, categorizing, Cloud Flow Designer user interface, collaborating with territory models, collaborative forecasts, Compliance BCC e-mail, Computer Telephony Integration (CTI), contact relationships, controlling 313 e-mail security compliance, creating
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      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
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