Month: November 2018

SalesforceDX : Explaining Scratch Org Definition File

Posted by | Nov 30, 2018 | , , ,

Scratch Org definition file is getting used to create the shape of your scratch org. I would say it is the blueprint of your scratch org. You can use this definition file to create multiple scratch org from your repository.Scratch org definitions come from JSON text files that are stored in your project’s repository and directory structure. When an SFDX project is first created, it comes with a config/project-scratch-def.json file that defines an extremely basic org “shape” for an empty scratch org.That default scratch org likely looks nothing like your production org. You can use it for developing functionality that isn’t dependent on your org’s settings, or you can customize it using the settings that are available as part of the configuration file, or you can script your process to perform Metadata API deploys or other API actions to control settings that DX does not support yet.Ideally, the combination of your DX source code (including all your programmatic and declarative customization) with your scratch org definition gets you close enough to Prod instance.This definition file contains three main important information about your scratch org.Which Edition? As of Winter’19, it supports Developer, Enterprise, Group or ProfessionalAdd-on features: Functionalities you want to include while creating the scratch org like communities, StateAndCountryPicklist, LiveAgent etc.Settings: Org and Feature settings used to configure Salesforce products, such as nameSettings, ideaSettings, caseSettings, omniChannelSettings.Let’s dig into a Scratch Org definition...

Read More

Action Plan in Financial Services Cloud || Winter ’19 New Feature

Posted by | Nov 14, 2018 | , , ,

In Winter ’19 release, Salesforce introduced Action Plans for Financial Services Cloud. It captures repeatable tasks in templates and then automate the task sequences with an action plan.Example: Processing Loan application, Customer on-boarding process etc. It will also give you the option to create reports and dashboards to monitor progress and ensure compliance.It consists of three parts -Action Plan Template: Power consistent customer experiences with configurable task templates.Process Automation: Increase productivity by automatically generating tasks with due dates and role based assignment.Plan Execution: Drive collaboration and complaint task completion with analytics and enforcement of required tasks.Let’s explain in details -Action Plan TemplateAn action plan template is nothing but a list of tasks to complete a business process. In a template, each task is given a priority, the deadlines (the number of days in which it should be completed – data offset), and who is responsible. Then this action plan template is used to create action plans with each task assigned to a user with a completion date.Below picture will give you a great view of Action Plan Template and Action Plan -Now let’s start creating one Action Plan:Pre-requisitePermission Set: You need to assign permission set – ActionPlans to the users. Without this permission set, you will not be able to assign action plan task to those users.Extra Permission: You can provide below standard object permission so that users can...

Read More

Hello, Cloud enthusiasts! Welcome back to the third episode of our Google Cloud Storage series. Today, I am delving deep into an advanced and vital aspect of storage management on GCP: Retention Policies. Ensure the safety and integrity of your data like never before! 📌 What's Unpacked in this Video: ✅ Retention Policy Basics: A brief refresher and deep dive into what retention policies are and why they're crucial. ✅ Adding Retention Policies: Learn the step-by-step process of defining and applying retention policies to your data. ✅ Locked vs. Unlocked Retention Policies: Understand the differences, benefits, and use cases of both locked and unlocked policies. ✅ The Temporary Hold Feature: Grasp the nuances of the temporary hold, its applications, and how it interacts with your set policies. ✅ Interactive Demo: A comprehensive hands-on demonstration, making it easier to understand and implement the discussed concepts. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:46 - Create Retention Policy 6:03 - Unlocked and Locked Retention Policy 8:05 - Temporary Hold in Retention Policy inside Google Cloud Storage 11:15 - Conclusion 🎓 If you've missed the previous episodes in this series, be sure to catch up to maximize your understanding of Google Cloud Storage. If you find these insights valuable, hit that like button, share, and subscribe for more in-depth GCP tutorials. 📝 Your Feedback Matters! Drop your questions, thoughts, or suggestions in the comments section, and I'll do my best to address them in future videos or replies. 🚀 Mastering Google Cloud Storage Playlist - https://bit.ly/451xmmB 🚀 Mastering Google Cloud Storage Part 1 - Understanding Storage Locations & Storage Classes - https://youtu.be/4twcpGtDVbQ 🚀 Mastering Google Cloud Storage Part 2: Versioning, Retention & Life Cycle Management! - https://youtu.be/me_Up4fVp3g 🚀 Google Cloud Platform Playlist - https://bit.ly/3tdmymj ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Hello everyone! Welcome back to the second video on our Google Cloud Storage series. In today's video, I will deep dive focusing on three critical aspects of storage management on GCP: Versioning, Retention, and Life Cycle. 📌 Inside this video: ✅ Versioning in-depth: Discover the importance of maintaining different versions of your objects and how GCP allows you to retrieve any version effortlessly. ✅ Retention Policies Explained: Safeguard your data by understanding and setting retention policies, ensuring your objects remain intact and unchanged for a specified duration. ✅ Life Cycle Management: Learn to set up automated life cycle policies that transition or delete objects based on age or other conditions, helping optimize costs and manage storage efficiently. ✅ Practical Demos: Watch hands-on demonstrations showcasing the application of each of these concepts in real-world scenarios. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:50 - Versioning in Google Cloud Storage 4:22 - Retention in Google Cloud Storage 4:22 - Life Cycle in Google Cloud Storage 11:19 - Conclusion 📘 If you haven't watched the first video in this series where I have covered the basics of Google Cloud Storage, including Storage Locations and Classes, be sure to check it out! And if you find this content helpful, don't forget to give a thumbs up, share, and subscribe for more in-depth tech tutorials. 🚀 Mastering Google Cloud Storage Playlist - https://bit.ly/451xmmB 🚀 Mastering Google Cloud Storage Part 1 - Understanding Storage Locations & Storage Classes - https://youtu.be/4twcpGtDVbQ 🚀 Mastering Google Cloud Storage Part 3 - Advanced Concepts - Diving Deep into Retention Policies! - https://youtu.be/vqlg1gqW9ts 🚀 Google Cloud Platform Playlist - https://bit.ly/3tdmymj 📝 Drop a comment if you have any questions or insights to share. Your feedback helps shape the content for future videos! ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
In this video, I am diving deep into the world of cloud storage, specifically focusing on Google Cloud Platform (GCP). If you've ever been curious about how cloud storage works on GCP, this video is your go-to guide! 📌 What's Inside: ✅ Introduction to Cloud Storage: Grasp the basics of GCP's cloud storage and understand how it differs from traditional storage systems. ✅ Storage Locations Explained: Learn the importance of selecting the right storage location and its impact on latency, availability, and cost. ✅ Decoding Storage Classes: Explore the different storage classes available on GCP, their use cases, and how to choose the best one for your needs. ✅ Hands-On Demo: ✅ Creating a Bucket: Step-by-step guide on setting up your first cloud storage bucket. ✅ Uploading/Downloading Files: Navigate the process of adding & retrieving files from bucket. ✅ Nested Folder Creation: Organize files better by learning to create nested folders within bucket. ✅ Public File Accessibility: Make your files public for sharing and learn the precautions to take. ✅ Deleting Files: Clean up your storage by deleting unnecessary files. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:46 - What is Cloud Storage? 1:30 - Understand Buckets and Objects 3:34 - Understand the Hierarchy 4:36 - Cloud Storage Locations 5:54 - How to decide? 7:10 - Cloud Storage Classes 10:51 - Demo 22:18 - Conclusion 📋 Whether you're a beginner looking to get started with cloud storage or someone who just wants to get more familiar with GCP's offerings, this video is perfect for you! Don't forget to like, share, and subscribe for more tech tutorials. Drop your questions or feedback in the comments section below, and I'll do my best to help you out! 🚀 Mastering Google Cloud Storage Playlist - https://bit.ly/451xmmB 🚀 Mastering Google Cloud Storage Part 2: Versioning, Retention & Life Cycle Management! - https://youtu.be/me_Up4fVp3g 🚀 Mastering Google Cloud Storage Part 3 - Advanced Concepts - Diving Deep into Retention Policies! - https://youtu.be/vqlg1gqW9ts 🚀 Google Cloud Platform Playlist - https://bit.ly/3tdmymj 🚀 Introduction To Google Cloud Resource Hierarchy - https://youtu.be/DM3xd3gkRmU ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
🚀 Get ready for the exciting new feature coming with Salesforce's Winter '24 release! In this video, I will dive deep into how this update is set to revolutionize the way you sort list elements within your Salesforce code. 📑 With the Winter '24 release, the List class receives a significant upgrade by introducing support for the all-new Comparator interface. This powerful enhancement empowers developers to implement a wide range of sorting orders effortlessly using the List.sort() method with a Comparator parameter. 💡 I will walk you through the ins and outs of using this feature, demonstrating its incredible versatility and practicality. Whether you need to sort lists of custom objects or standard data types, the Comparator interface offers a flexible solution for every sorting scenario. 🌐 But that's not all! For those situations where you require locale-sensitive comparisons and sorting, we'll also show you how to utilize the getInstance method within the newly introduced Collator class. We'll explain why this feature is essential when dealing with internationalization and how it can enhance your applications' user experience. 🚫 However, keep in mind that locale-sensitive sorting can yield different results based on the user executing the code. Therefore, we'll discuss best practices and situations to avoid, such as using it in triggers or code where a specific sort order is expected. Whether you're a seasoned Salesforce developer or just getting started, this Winter '24 release feature is sure to streamline your development process and make list sorting a breeze. Watch my video now to unlock the full potential of Salesforce's latest innovation! Don't forget to like, subscribe, and hit that notification bell to stay up-to-date with the latest Salesforce updates and tutorials. Happy coding! 🖥️🔗🔔 ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 1:01 - Example 1 - Sorting based on string comparison 3:58 - Example 2 - Sorting based on integer comparison 6:17 - Example 3 - Use of Collator class to sort based on the user locale 9:20 - Conclusion #Salesforce #Winter24 #ListSorting #ComparatorInterface #CollatorClass #Development #salesforcerelease 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx 📌 Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
🚀 Get ready to dive into the exciting new features coming with Salesforce's Winter '24 Release! In this video, I'll be taking a closer look at the latest enhancements related to Sharing in Salesforce, including the ability to gain deep insights into Account access, view Public Group memberships, and optimize sharing recalculations. 🔍 In the first part of the video, I'll walk you through how to create comprehensive reports to understand who has access to Accounts from Manual Shares and Account Teams. With Winter '24, you can gain better visibility into your data sharing model, ensuring the right people have access to the right information. 💼 We'll then move on to creating a report that allows you to effortlessly view Public Group membership. This new feature simplifies the process of managing user access and permissions, helping you keep your data secure and organized. 🚀 Finally, I'll explore how you can enable Faster Account Sharing Recalculation by Not Storing Case, Contact, and Opportunity Implicit Child Shares. This optimization can significantly improve performance and streamline sharing recalculations, ensuring that your Salesforce instance runs smoothly and efficiently. Whether you're a Salesforce admin, developer, or user, these new sharing features in Winter '24 are bound to make your Salesforce experience even more powerful and efficient. Join me in this video to stay ahead of the curve and make the most of these exciting updates! Don't forget to like, subscribe, and hit the notification bell to stay updated with the latest Salesforce tips, tricks, and updates. If you have any questions or want to share your thoughts on the Winter '24 release, leave a comment below. Thanks for watching! ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:43 - See Who Has Access to Accounts from Manual Shares and Account Teams with Reports 3:06 - View Public Group Members with Reports 5:27 - Enable Faster Account Sharing Recalculation by Not Storing Case and Contact Implicit Child Shares 13:18 - Conclusion 👍 #SalesforceWinter24 #SalesforceSharing #salesforcetips 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 User Access Policies - https://youtu.be/K-opS1auBlY 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx 📌 Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
More Videos Subscribe to My Channel

Archives