Month: November 2018

SalesforceDX : Explaining Scratch Org Definition File

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...

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

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...

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