Wednesday, 15 May 2019

Lightning Knowledge - Insert Article Content Into Emails

1. Enable Email-to-Case

2. Add Email quick action [Send Email] to the expected record type page layout

3. If the Email button is not reflecting ,Go and check the Email Deliverability,It should be 'All Email'

4. After settings verify the display of Email button in Feed tab

5. Enable user as 'Knowledge User',If already enabled no changes required & User Profile should have "CustomizeApplication", "Manage Salesforce Knowledge" permissions

6.Knowledge settings :
6.1 Support Settings :


6.2 Feed View Settings :


7. Communication Channel Mappings
Note : Please note for which record type this is been creating & If requires create for all the record types as per business requirement.



8. After all the above successful steps can see 'Insert Article Contents into Email ' button on article




Issues :
1.May be not finding the 'Insert Article Contents into Email' button ?
Ans : Verify the communication channel mapping is created for that article record type or not.
If not please create and verify.

2.Error :The email publisher is unavailable. Contact your admin to enable the email publisher.
Ans : Navigate the Feed tab & Select Email sub tab and then select the option 'Insert Article Contents into Email ' in the article


References :
Refer1
Refer2
Refer3



Thursday, 9 May 2019

Salesforce Latest Released Features

There are many features in every release,Listing the features which i came across & Felt cool  :)

Salesforce Summer ’19 Release Notes 

Quick Filters on Related List :

Its very much required feature,Which helps to filter the related list records.

Ex: Account has many Cases,So this feature helps to filter and see the result as expected.


Limitation :

Cloning Sandboxes :

This feature will be useful when need's to deploy complete Metadata + Data from one sandbox to other.

It will helps in Saving Time & Deployment efforts.

How to clone  ? Is the same way how sandbox is created from production,Instead of production give the source as the expected sandbox which needs to be cloned.



Friday, 3 May 2019

Salesforce Advanced FAQ2

1. Can you search/filter Salesforce related list??


Yes,Refer

2. Why users cannot be deleted in Salesforce?


Yes, there is no option to delete the created user in Salesforce only you can deactivate.
     Reason is  the user might have created some records and part of some ownership so deletion
    of the user creates orphan records and impacts the business.

3. Cannot be created from Case object only allow from Account related list, How to implement this?


We can’t hide ‘new’ Button on Standard Object we can override it with Visualforce 
      Page / Write Java-script code for Home Page Components.

      Note: If it is available from Account related list means the user has permission to create the case ,
      So from case object also it will be available.


4. Search layouts can be assigned profile level?


No,Currently while page layouts are assigned to profiles, there is no way to assign search layouts 
     to profiles. We would like the ability to assign different "search layouts" to different profiles.
     Refer


5. Attachment object is supported in process builder?


No,As of now ,It not supported in WorkFlow & Process Builder
    Refer

    NoteAttachment is deprecated in Lightning using Salesforce Files
    Refer

6. Where the attached files to a record will be saved ?


In lightning when you upload attachments, it save as salesforce files
     Lightning uses ContentDocument for attachments
    Classic uses Attachment object for attachment
    Refer 

    NoteAttachment is deprecated in Lightning using Salesforce Files
    Refer


7. Case Document Attachment Notification to owner when attached by other user?

Refer

8. Send email notification to the case followers ?


 Using "Chatter Streams ,Whenever chatter feed post happens will trigger an email notification 
      to the followers.
      Note : Only for post not for field tracking  
      Refer
      
      


9. Send email notification to the case contact on case close ?



    Case "Send notification email to contact " is enabled only for Case Creation Template in lightning.
    So on any update on case you can check this to send notification to contact.
      Refer
   




10. Can't access all enhanced notes records via SOQL query ?

Yes,Refer