Month: November 2020

Display Flow Stages with Progress Indicator in Flow Screen

Do you know that now you can show your flow’s progress by writing a simple aura component that will track flow stages and display the progress? In this post, I am going to show you how you can quickly configure this in your flow. Create the Aura ComponentThe good news is that Salesforce already provides the code which you can reuse and create your own Aura component. You can get the code here.Creating the FlowYou need to create a screen flow. Configuration steps are given below -Create StagesFor the flow we will be creating, let’s assume we have three stages as -Stage: About Me with Order: 10Stage: Upload Photo with Order: 20Stage: Update Address with Order: 30Below is the screenshot of the “About Me” stage. You can create other stages the same way, just remember the order as this will define how the stages will be displayed on your flow screen.Create the First ScreenNow you can create the first screen and add the lightning aura component which you have already created as mentioned in the first step. The aura component which I developed is “DisplayProgress”.API Name – You can put any nameCurrent Stage – {!$Flow.CurrentStage}Stages – {!$Flow.ActiveStages}Manually assign variables (advanced) – This should be checkedNote – Do not put anything under “Store Output Values to Select Variables”Create the AssignmentNow when your user will click next on the first screen, you will move...

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SOQL Query Builder in VS Code, the fastest way to write SOQL statements

Salesforce introduced the fastest way to write SOQL statements, the SOQL Query Builder. SOQL Query Builder is the Visual Studio Code Extension that enables you to write, execute SOQL statements write inside your project workspace. Not only that, this tool will allow you to download the query result in either CSV or JSON format.How to install SOQL Query BuilderOnce you open the Visual Studio Code, search for SOQL in Marketplace. From there install the SOQL extension from Salesforce. After installation, it is always recommended to restart VS Code. Below is the screenshot How to use SOQL Query BuilderAfter installation, all your soql files will be stored under the folder scripts -> soql. You can save your own soql commands, just make sure the extension of the file is .soql.Below is the example where I have opened account.soql file and executed the statement. As you can see, with this new tool, we have the opportunity to do everything we are doing today with workbench w.r.t. executing soql statements. Also, you can download the query result in either CSV or JSON format.Youtube VideoVideo Link:

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Truncate Custom Objects in Salesforce

Have you ever dealt with the requirement where you need to delete all records from a custom object? There are multiple ways to do that like – running anonymous scripts, running batch classes, deleting from Workbench, etc. But as you can understand all of these solutions either need some sort of custom coding to make sure you are not hit by the Governor limits of the platform.In this post, I am going to share the quickest and easiest solution to truncate any custom objects.Is it available in Classic and Lightning both?No, unfortunately, this option is only available in classic.What permission is required?You need “Customize Application” permission.How to enable this option?You need to first go to the Classic version of Salesforce. Then search for “User Interface” in the Quick Find search window. Then check the option “Enable Custom Object Truncate”.How to truncate the custom object?With the Custom Object Truncate option enabled, if you go to custom object definition, you will find the truncate button at the top. Clicking on that will ask you to enter the object name and then Salesforce will truncate the entire object. Isn’t it quick? No custom coding required and no need to worry about Salesforce’s Governor Limit.Anything you need to keep in mind?The truncate operation will fail if -There is any reference to other objects through lookup or master-detail relationships.The object is referenced in reporting...

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Service Cloud Consultant Certification Guide and Tips

IntroductionThe Salesforce Certified Service Cloud Consultant certification is designed for consultants who have experience implementing Salesforce Service Cloud solutions in a customer-facing role. This is a highly scenario-based certification exam. So hands-on experience in implementing Service Cloud will provide the edge in clearing this certification. Ideal Candidate for this CertificationCustomer-facing consultants who have experience in implementing Service Cloud solutions are the ideal candidates for this certification. As this certification will include a lot of scenario-based questions covering the service industry, so consultants with contact center industry experience will find the certification helpful for their domain. Any Salesforce admins who want to prove their advanced knowledge on the platform can also sit for this certification. Exam guidesYou can download the exam guide from here. It is always highly recommended to go through the exam guides number of times.About the examThere will be a total of 60 multiple-choice/multiple-select questions and 5 non-scored questions. (These 5 non-scored questions will be randomly spread, so you will not know which ones are non-scored questions).Time: 105 minutes.Passing score: 67%Registration fee: USD 200, plus applicable taxes.Retake fee: USD 100, plus applicable taxes.Prerequisite: Salesforce Administrator credential. (Here is my post regarding guides and tips to clear Salesforce Administrator certification).Topic BreakdownStudy StrategyIn order to clear this certification, you need to know both the technical details of the product as well as the domain knowledge, the business value it offers.  As...

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Setup Platform Encryption with Shield – Part I

While working on my current project, I got the opportunity to implement Salesforce Shield’s Platform Encryption for my customer. I thought of sharing my experience and learning here. So I will be publishing a few blog posts in the next couple of days covering my findings. Today’s blog post is the first one where I will be covering some of the basic information about Shield implementation.How Salesforce Shield works?The above picture will show you how the Salesforce Shield work. If you want to know more,  you can always read the Salesforce documentation here – Behind the scenes: The Shield Process Encryption Process. How to get Salesforce Shield?Since Salesforce Shield is a new feature you will be implementing, it is highly recommended to create a sandbox first and test the impact of implementing Shield on your existing data as well as any existing implementation which includes your configuration and customization both.To activate Shield, you need to contact Salesforce first and then they will activate it in the production org. Once it is activated, you can go to Setup -> Company Information (Screenshot below). Then click on “Match Production Licenses” and this will activate Shield in your Sandbox as well. [Note – If you are creating a brand new sandbox after Shield is activated in Production, then you do not require to perform the above step].Enable...

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