Category: Advanced Admin

Dynamic Action in Salesforce

 In this post, I will share the details about Dynamic Action. This is the continuation of my earlier post where I have explained Dynamic Form. These two features complement each other so well that we can implement quite a broad range of scenarios in Lightning Experience with the help of these two i.e. Dynamic Form and Dynamic Action.If you haven’t go through my earlier post about Dynamic Form, please click here.This post will cover -What is Dynamic Action?How to activate Dynamic Action?What can you do with Dynamic Action?Things to know before implementing Dynamic Action.As always, if you prefer watching videos, please click here. Otherwise, the same video is posted at the end of this post.What is Dynamic Action?Dynamic action will help you to configure which actions will appear to your user under which scenarios. So like classic, your end-user will only see the actions that are relevant as per the record stages/scenarios.Do not worry, I will explain this with some use cases here in this post. This feature came into existence during Summer ’20 release.How to activate Dynamic Action?Activation is Dynamic Action is very simple. Basically, when you will edit the lightning record page in Lightning App Builder, you will find an option to “Upgrade Now” on the right side when you click on the Highlight Panel. This is shown in the screenshot below -Clicking on “Upgrade Now” will...

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Dynamic Form in Salesforce

In this post, I will share the details about Dynamic Form, a feature that was introduced in the Summer ’20 release. Dynamic Form was one of the top voted idea that was delivered. If you ever worked in Classic and Page layout, you know how flexible the page layout is. Admins can add fields, sections, buttons etc. with few clicks and then assign multiple page layouts to the different combinations of Profile and Record Type. Dynamic Form is bringing the same level of flexibility to the Lightning Experience. Excited? This post will cover below -What is Dynamic Form?How to activate Dynamic Form?How to add/delete/arrange fields to Dynamic Form?How to change the UI behavior of the fields added in Dynamic Form?How to change the field visibility in Dynamic Form?Things to know before implementing Dynamic Form.If you prefer watching videos, please click here, otherwise, the same video is posted at the end of this post.Note – Dynamic Form is incomplete without Dynamic Action. They complement each other very well. In this post, I will be focusing mainly on Dynamic Form and then I will publish the second part, where I will be focusing mainly on Dynamic Action.Great!. So without any further detail, let’s dive in.What is Dynamic Form?Dynamic Form was first introduced in the Summer ’20 release and then it became GA(Generally Available) in the Winter ’21 release. With the help of...

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How to Query Multi-Currency Fields in Salesforce

 In continuation to my earlier post about setting up multi-currency in Salesforce, this post will focus on how to query the multi-currency fields in SOQL and some cool formula features which you can use while dealing with multi-currency fields.SetupLet’s do the setup first.The corporate currency set in the Salesforce org is the Canadian Dollar i.e. CAD.Apart from the Canadian Dollar, other currencies supported are – U.S. Dollar (USD), Swiss Franc(CHF), and Indian Rupee(INR).Rates are also uploaded in the Salesforce org as shown below -Scenario:Opportunity record is having the currency field named “Opportunity Amount”. We need to fetch the Opportunity Amount based on the user’s currency mentioned in their user record.Solution:In order to fetch the Opportunity Amount based on the user’s currency, we can use Format() and convertCurrency() functions in SOQL.Format(): This function can be used in SOQL select statement to format date, time, and currency fields based on the given user locale.convertCurrency(): This function can also be used in SOQL select statement to convert the currency fields to the user’s currency.Using the above two functions here is the SOQL statement:SELECT Name, CurrencyIsoCode, Amount,FORMAT(convertCurrency(amount)) ConvertedinUserCurrency FROM Opportunity WHERE Name = ‘Burlington Textiles Weaving Plant Generator’Here is the result:As you can see, even though in this particular opportunity,  the amount is saved in USD, but with the help of above two functions, we are able to convert the currency to the...

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Fetch All Fields In SOQL Query | Spring 21 New Feature

 If you worked with SQL or any other query language before, you probably familiar with Select * from …, right? This is the way to fetch all fields from a particular table in other(mostly all) query languages. But in the Salesforce world, we were not having this feature. In SOQL, there is nothing with which we can fetch all the fields unless we specifically mention all the field names in the query.But now in Spring 21, Salesforce is bringing a function through which we can fetch all fields in SOQL Query.We have now FIELDS(ALL), FIELDS(STANDARD), and FIELDS(CUSTOM) which we can use in the SOQL query.FIELDS(ALL) – This fetches all the fields of an object. This is similar like Select * from SQL.FIELDS(STANDARD) – This fetches all standard fields of an object.FIELDS(CUSTOM) – This fetches all custom fields of an object.Here is how the query will look like -List<Contact> allConatcts = [SELECT FIELDS(ALL) FROM CONTACT LIMIT 200];In Subqueries, it will look like -List<Account> allAccounts = [ SELECT Account.Name, (SELECT FIELDS(ALL) FROM Account.Contacts LIMIT 200) FROM Account];BOUNDED AND UNBOUNDED QUERIESWhen API cannot determine the set of fields in advance, then it will consider query as Unbounded Query, other if API can determine the set of fields in advance, then it is Bounded Query. For example – The number of custom fields for an object is not pre-determined, so FIELDS(CUSTOM) and FIELDS(ALL)...

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How to use images as Static Resource in Salesforce Flow

 This blog post will cover – “How to use images in Salesforce Flow?” I will be implementing two use cases where in the first use case, it will be just displaying the image, wherein the second use case, it will be displaying the image along with logged-in user name in the same line.Use CaseRequirement: Need to display “Welcome” image without any text in the first screen of the flow.Implementation:Step 1: Upload the image as a static resource.Step 2:Create a screen flow and include the Display Image flow component. Image Name will be the name of the Static Resource name,  Horizontal Alignment will be either left, center, or right. You can include CSS styling, Image Height, and Image Width.Final Screen: Use CaseRequirement: Need to display “Welcome” image with logged-in user name in the first screen of the flow.Implementation:Step 1:  We will use the same image from the previous use case.Step 2:  Create a screen flow and inside the flow first, let’s create a constant of type text as shown below -In the value section, replace Welcome with the name of your static resource.Step 3:  In the flow screen, use the Display Text flow component and use the constant and flow variable as shown below -Final Screen: I hope this will help you to use images as Static Resources in Salesforce...

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