Month: September 2020

Using Apex with Knowledge

Posted by | Sep 22, 2020 | , , , , ,

 In continuation of my effort to make Lightning Knowledge easily understandable for all, today I am going to show how Salesforce Knowledge can be accessed using Apex. Salesforce Knowledge can have Apex Triggers and be accessible through Apex code. Actually, Salesforce provides some standard apex classes related to Knowledge Management that can be called for actions like publishing, editing as draft, archiving, and more.Before I start, I would recommend you going through my earlier posts -Understanding Salesforce Lightning Knowledge Data ModelHandy SOQL/SOSL Queries for KnowledgeWe can use the methods in KbManagement.PublishingService class to manage the lifecycle of an article. I am going to explain some of the few classes which developer needs mostly, but to know about all the methods, I highly recommend you going through the documentation here.Editing an Article as DraftWe can use the below method to edit an article as draft – String newId = KbManagement.PublishingService.editOnlineArticle(                    knowledgeArticleId,                     false               );Where the 1st input parameter is the KnowledgeArticleId (Note – This is not the Knowledge Record Id).2nd parameter is a Boolean value where false will not unpublish the already published articles and true will unpublish the already published article.This method will return the new draft master version ID of the article.Note – We need to keep this in mind that this method is not bulkified. So if...

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Handy SOQL/SOSL Queries for Knowledge

Posted by | Sep 21, 2020 | , , , ,

 Happy Monday!! In my last post, I have explained the Data Model around Salesforce Lightning Knowledge. If you haven’t gone through that post, I highly recommend you going through the post “Understanding Salesforce Lightning Knowledge Data Model” as it is going to help you to understand the queries in this post.Let’s first create the article – “Hello World” and below are the different versions with different publishing status. Below article properties which I will be using the query -Article Number: 000001000Knowledge Article Id: kA03t00000063w2CAAFetching Latest Knowledge Article VersionSELECT Id,PublishStatus,Title FROM Knowledge__kav WHERE KnowledgeArticleId = ‘kA03t00000063w2CAA’ AND IsLatestVersion = TrueFetching Published Knowledge Article VersionSELECT Id,PublishStatus,Title FROM Knowledge__kav WHERE KnowledgeArticleId = ‘kA03t00000063w2CAA’ AND PublishStatus = ‘Online’Fetching Draft Knowledge Article VersionSELECT Id,PublishStatus,Title FROM Knowledge__kav WHERE KnowledgeArticleId = ‘kA03t00000063w2CAA’ AND PublishStatus = ‘Draft’Fetching Archived Knowledge Article VersionsSELECT Id,PublishStatus,Title FROM Knowledge__kav WHERE KnowledgeArticleId = ‘kA03t00000063w2CAA’ AND PublishStatus = ‘archived’ AND IsLatestVersion = FalseThis one is tricky, as to query Archived article versions, KnowledgeArticleId and IsLatestVersion = False and PublishStatus = archived should be mentioned.Note -Using bind variables with Apex SOQL Statements with KnowledgeArticleVersion is not allowed. So you need to use dynamic SOQL like below -final String ONLINE_ARTICLE = ‘Online’;final String myQuery = ‘SELECT Id FROM Knowledge__kav WHERE PublishStatus = :ONLINE_ARTICLE’;List<Knowledge__kav> allArtciles = Database.query(myQuery);Working with DATA CATEGORYWITH DATA CATEGORY is an optional clause in SOQL and it helps to identify articles linked with one or more...

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Understand Salesforce Lightning Knowledge Data Model

Posted by | Sep 17, 2020 | , , ,

While working with Lightning Knowledge, what I realized is that there is hardly any tutorial/post which explains the Knowledge Data Model in a very simple way. So I thought of writing my understanding with examples covering the part of the data model. I hope this will help you to understand the data model clearly and quickly.Understanding the data model is always very important while doing the development as it will help you to play with the objects and do configure/customization that is possible, basically getting the maximum benefit of the platform.To start with, the Knowledge Object Model is based on Abstract and Concrete objects. Core Abstract and Concrete ObjectsThe core abstract objects are – KnowledgeArticle and KnowledgeArticleVersion. The corresponding concrete versions are – Knowledge__ka and Knowledge__kav.Below is the data model from the Salesforce Developer Guide -Complete Data Model Relationship between Knowledge__ka and Knowledge__kavAs per the data model, the relationship between Knowledge__ka and Knowledge__kav is 1 to many. That is one Knowlegde__ka can have multiple Knowledge__kav. The link is happening through KnowledgeArticleId (remember KnowledgeArtcileId and Id are two different fields). So let’s check the example below.The “HelloWorld” article is having two versions – Now if I run the query against Knowledge__ka, I am getting one entry which provides me the KnowledgeArticleIdNow with the same KnowledgeArticleId, if I query Knowledge__kav, I will get one entry. Surprised?? Why only one entry where it should be...

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Queueable Apex

Posted by | Sep 16, 2020 | , , ,

 Earlier I wrote a blog post dedicated to Asynchronous processing in Salesforce. This time I will focus on Queueable Apex only.Queueable Apex is a more advanced version of future methods. It has all the functionalities of the future method along with the power of Batch Apex. So – Queueable Apex = Future Method + Batch ApexIt provides additional job chaining and allows for more complex data types.With Queueable Apex, developers will be able to submit jobs for asynchronous processing, like something future method can do as well. But the difference comes here -Flexibility in method parameters: With Queueable Apex, developers will be able to create classes that will allow member variables of non-primitive data types like sObjects or custom Apex types. Monitor the progress: Once the developer submits a job by executing the command System.enqueuJob, it provides an ID, which is basically a Job Id. With that Id, the developer can now query the progress either from Salesforce interface in the Apex Job page or by querying the AsyncApexJob table.Chaining jobs: Developer can now chain jobs i.e. starting a new queueable job from an already running queueable job.Batchable vs Future vs QueueableBatchable was the first one introduced by Salesforce for asynchronous heavy processing. It was “heavy” in terms of resource usage and also needs longer time to process/complete the work.To solve the problem with Batchable, Salesforce introduced the Future method. It...

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New Admin Features From Winter 21 Release

Posted by | Sep 14, 2020 | , , , , , , , ,

In today’s post, I am going to share some of my favorite Admin features from Winter 21 release.SurveyWhile creating the survey, admins now have the option of saving the survey as a template. After creating the template, users can open it and make a copy from the top-right menu to create their own survey based on the template.Flow EnhancementsI have written a separate post covering only flow enhancements coming with Winter 21 release.Here is the post – Winter 21 Flow EnhancementsDynamic Form    With this release, admins now have the power to select the position of the fields in the page layout. As of today, this is only available to custom objects and Lightning App Builder.When admins will open the record details section from the Lightning page in App Builder, they will be presented with the option to Upgrade (as shown below). Selecting the upgrade option will provide the admins the option to create dynamic forms by positioning fields in different sections on the layout.Even admins can click on the “Analyze” button at the top right section which will provide them the option whether the customization is good from a performance standpoint.No More Ref IDs in Email-to-CaseRef IDs are not always our good friend when dealing with Email-to-Case, as people tend to delete, modify those ugly looking ids when sending emails/replies and that always causes problems with case routing.The good...

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How to update “N” records in Flow

Posted by | Sep 7, 2020 | , , , ,

 If you are implementing business logic through Salesforce’s flow, you might need to loop through a list of records to do some manipulation. This is a very basic requirement. If you ever need to query records from Salesforce (let’s say all accounts where the billing country is India), it is very easy to do in SOQL and Get Records flow elements. But things will become a little tricky when the requirement says “Fetch first 5 accounts based on the created date where the billing country in India”. It is definitely very easy in SOQL with the limit statement, but in Get Records flow element, there is no way to (as of Winter’21 release) limit the record.To overcome this situation, we can implement the counter mechanism which will basically make sure that when the # of loop iteration is greater than 5 (because we just need the first 5 accounts), the flow will not perform any business logic.Here is the overall flow -Here as you can see for each loop iteration, we are incrementing the counter value by 1 and then checking whether the new value is greater than 5 or not. Based on that decision element, either we are updating the account’s rating i.e. performing business logic or ignoring the business logic execution. This flow solution is definitely making sure that only for the first 5 records the business logic...

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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.
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