Browse Month: August 2015

Action Link Template

In Action Link Template you can instantiate action link groups with common properties from Chatter REST API or Apex. You can package templates and distribute them to other Salesforce organizations.

An action link is a button on a feed element. Clicking an action link can take a user to a Web page, initiate a file download, or invoke an API call to Salesforce or to an external server. An action link includes a URL and an HTTP method, and can include a request body and header information, such as an OAuth token for authentication. Use action links to integrate Salesforce and third-party services into the feed so that users can take action to drive productivity and accelerate innovation.

 

Steps for Action Link Templates.

  1. From Setup, click Create | Action Link Templates.
  2. Click New.
  3. Enter the Name of the template. This name is displayed in the list of action link group templates.This is the only action link group template value you can edit after the action link group template has been published.
  4. Enter the Developer Name. Use the Developer Name to refer to this template from code. It defaults to a version of the Developer Name without spaces. Only letters, numbers, and underscores are allowed.
  5. Select the Category, which indicates where to display the instantiated action link groups on feed elements. Primary displays action link groups in the body of feed elements. Overflow displays action link groups in the overflow menu of feed elements.If an action link group template is Primary, it can contain up to three action link templates. If an action link group template is Overflow, it can contain up to four action link templates.
  6. Select the number of Executions Allowed, which indicates how many times the action link groups instantiated from this template can be executed. (Action links within a group are mutually exclusive.) If you choose Unlimited, the action links in the group cannot be of type Api or ApiAsync.
  7. (Optional) Enter the Hours until Expiration, which is the number of hours from when the action link group is created until it’s removed from associated feed elements and can no longer be executed. The maximum value is 8760.
  8. Click Save.
  9. Click New to create an action link template.The action link template is automatically associated with an action link group template in a master-detail relationship.
  10. Select the Action Type.Values are:
      • Api—The action link calls a synchronous API at the action URL. Salesforce sets the status to SuccessfulStatus or FailedStatus based on the HTTP status code returned by your server.
      • ApiAsync—The action link calls an asynchronous API at the action URL. The action remains in a PendingStatus state until a third party makes a request to /connect/action-links/actionLinkId to set the status to SuccessfulStatus or FailedStatus when the asynchronous operation is complete.
      • Download—The action link downloads a file from the action URL.
      • Ui—The action link takes the user to a web page at the action URL.
  11. Enter an Action URL, which is the URL for the action link.For a UI action link, the URL is a Web page. For a Download action link, the URL is a link to a file to download. For an Api action link or an ApiAsync action link, the URL is a REST resource.Links to resources hosted on Salesforce servers can be relative, starting with a /. All other links must be absolute and start with https://. This field can contain binding variables in the form {!Bindings.key}, for example, https://www.example.com/{!Bindings.itemId}. Set the binding variable’s value when you instantiate the action link group from the template, as in this Chatter REST API example, which sets the value of itemId to 8675309.
    POST /connect/action-link-group-definitions
    
    {
         "templateId" : "07gD00000004C9r",
         "templateBindings" : [
            {
               "key":"itemId",
               "value": "8675309"
            }
         ]
    }

    This field can also contain context variables. Use context variables to pass information about the user who executed the action link to your server-side code. For example, this action link passes the user ID of the user who clicked on the action link to take a survey to the server hosting the survey.                                                                                                                actionUrl=https://example.com/doSurvey?surveyId=1234&salesforceUserId={!userId}

  12. Enter the HTTP Method to use to make the HTTP request.
  13. (Optional) If the Action Type is Api or ApiAsync, enter an HTTP Request Body.This field can contain binding variables and context variables.
  14. (Optional) If the Action Type is Api or ApiAsync, enter HTTP Headers.This field can contain binding variables and context variables.If an action link instantiated from the template makes a request to a Salesforce resource, the template must have a Content-Type header.
  15. (Optional) To make this action link the default link in the group (which has special formatting in the UI), select Default Link in Group. There can be only one default link in a group.
  16. (Optional) To display a confirmation dialog to the user before the action link executes, select Confirmation Required.
  17. Enter the relative Position of the action link within action link groups instantiated from this template. The first position is 0.
  18. Enter the Label Key. This value is the key for a set of UI labels to display for these statuses: NewStatus, PendingStatus, SuccessfulStatus, FailedStatus. For example, the Post set contains these labels: Post, Post Pending, Posted, Post Failed. This image shows an action link with the Post label key when the value of status is SuccessfulStatus:                                                       Untitled11
  19. (Optional) If none of the Label Key values make sense for the action link, set Label Key to None and enter a value in the Label field.Action links have four statuses: NewStatus, PendingStatus, SuccessStatus, and FailedStatus. These strings are appended to the label for each status:
      • label
      • label Pending
      • label Success
      • label Failed

    For example, if the value of label is “See Example,” the values of the four action link states are: See Example, See Example Pending, See Example Success, and See Example Failed.

    An action link can use either a LabelKey or Label to generate label names, it can’t use both.

  20. Select User Visibility, which indicates who can see the action link group.If you select Only creator’s manager can see, the manager is the creator’s manager when the action link group is instantiated. If the creator’s manager changes after the action link group is instantiated, that change is not reflected.
  21. (Optional) If you selected Only Custom User Can See or Everyone Except Custom User Can See, enter a Custom User Alias.                                                                                                                        Enter a string and set its value when you instantiate an action link group, just like you would set the value for a binding variable. However don’t use the binding variable syntax in the template, just enter a value. For example, you could enter ExpenseApprover. This Chatter REST API example sets the value of ExpenseApprover to 005B0000000Ge16;
    POST /connect/action-link-group-definitions
    
    {
         "templateId" : "07gD00000004C9r",
         "templateBindings" : [
            {
               "key":"ExpenseApprover",
               "value": "005B0000000Ge16"
            }
         ]
    }
  22. To create another action link template for this action link group template, click Save & New.
  23. If you’re done adding action link templates to this action link group template, click Save.
  24. To publish the action link group template, click Back to List to return to the Action Link Group Template list view.You must publish a template before you can instantiate an action link group from it in Apex or Chatter REST API.
  25. Click Edit for the action link group template you want to publish.
  26. Select Published and click Save.

 

Scatter Chart

Scatter chart we can find in dashboard components.

It is used to display data from two levels of grouping to plot two numerical summaries against one another.

For example, to see how stage duration correlates with the number of activities for opportunities, group your report by Opportunity Name and plot the scatter chart by the grouping. Then set X-Axis on the chart to Record Count and Y-Axis to Stage Duration. The chart will show a dot for each opportunity. You can tell at a glance if the stage duration is shorter for opportunities that have more activities.

Because a scatter chart shows data grouped by summarized values, you need at least one grouping in your report. Choose a report format that allows groupings, such as, summary, matrix, or joined. You also need at least one summarized field in the report to show data on the axes of the chart. Otherwise, the chart will show record count on the axes. Scatter charts automatically show data from the source report or you can manually choose what information to display for groupings and summaries.

 

If your source report has The X-axis automatically displays The Y-axis automatically displays
No summary Fields Record Count Record count.
One or more summary fields First summary 1)       Either record count or the second summary in report charts.

2)       The first summary in dashboard charts even if the source report has multiple summaries. But you can manually choose a different summary to show on the axis.

 

While Setting scatter chart –

  • we can display maximum number of dots to show on the chart –

For Example we set it to 10 dots these are the top 10 ascending values in the grouping used by the Plot By field of the scatter chart.

  • we can show details such as values or labels when hovering over chart.

 

Limitations of Using Scatter chart :-

It doesn’t show tabular reports.

You can’t sort by labels or values.

You can only change how Y-axis units are displayed.

You can manually define the range for Y-axis alone.

Salesforce Wave

Salesforce recently launched Wave, a new Business Intelligence & Analytics platform. With more than approximately 25 million users and 100,000 customers, Salesforce users are surely excited with the news about Wave, with hope and optimism that it will enhance their BI and analytics capabilities.
Gartner analysts wrote shortly following the announcement of Wave that “Salesforce.com’s entry into the BI and analytics market is likely to accelerate cloud BI adoption by BI and analytics leaders,” and that “Wave’s launch will offer an alternative to existing cloud BI offerings for BI and analytics leaders whose companies need to integrate and analyze salesforce.com data.”

Wave, the Salesforce Analytics Cloud, enables everyone in your organization to get immediate access to powerful data insights through its intuitive point-and-click visual interface. Whether you’re on a desktop browser or an iOS mobile device—even the new Apple Watch™—you can get the answers you need from your data to run your business. Our latest round of features and enhancements makes it even easier to get value out of your data, fast.
Wave is Available for an extra cost in: Enterprise, Performance, and Unlimited Editions
Wave, the Salesforce Analytics Cloud, is designed to offer a data anaysis tool that is not exclusively used by data analysts. The mobile-first app can be used by all kinds of business users looking for quick and searchable access to business data. The interface is designed to make understanding data more intuitive. Wave combines data from other Salesforce.com apps managing sales, service and marketing, as well as 3rd-party systems and machine-generated data.

The Salesforce Analytics Cloud app Wave allows you to create, deploy and manage data sets, you can also combine datasets and build interactive dashboards to visually represent this data. The high-speed search-based query index lets you discover, measure, personalize, group, filter and share data insights and dashboards with team members on the go. Wave offers high-level data protection and role-based access to keep all your important metrics secure.
Benefits
Mobile First: Wave was designed for smartphone and tablet use first, but also works seamlessly on desktop and laptops.
Key-value Store: Wave is based on a key-value-store, NoSQL database meaning you can bring all data from 3rd party apps and your desktop into the system easily.
Data for All: Wave provides insights and reports for back-end, front-end, end-user and developers to query and analyze the KPIs that interest them.
Secure Data: Wave can meet high-level data privacy and data security requirements for analyzing confidential data.
Multiple Dashboards: Create dashboards for multiple datasets and to meet a variety of business, departmental and individual KPI analyses.
Wave: Salesforce Analytics Cloud offers the following features:
• Self service access to data
• Build mixed data dashboards
• Search-based data
• Measure, group, filter,view & share data
• Mobile device access
• Present data on smart phones
• Build mobile-first analytics apps
• Native salesforce integration
• Field level security and role based hierarchy controls
• High Speed Search-Based Query Index
• Dynamic Visualization Engine
• Massively parallel processing,
• Key-value pair data ingestion
• 100% Vertical Integration
• Mobile-first

Salesforce Analytics Cloud has typical customers like Large Enterprises, Mid Size Business
Salesforce Analytics Cloud offers Phone Support, Video Tutorials
support options

Entitlement Management

Entitlements help you determine if your customers are eligible for customer support so you can create cases for them. You can set up entitlements so that users can view and create them from the Entitlements tab or from the Entitlements related lists on Accounts, Contacts, Assets, Service Contracts.

A customer may be eligible for support based on a particular asset, account, or service contract. Depending on how entitlements are set up, you can view and create them on the Entitlements tab or from the Entitlements related list on accounts, contacts, assets, or service contracts. You can click Create Case on the Entitlements related list to create cases that automatically include the correct entitlement, account, contact, and asset. If set up, the Entitlements or Entitlement Template related lists let you add existing entitlements to contacts and products. Entitlements don’t automatically apply to cases created with Web-to-Case or Email-to-Case. If needed, you can add entitlements to these features using Apex code.

Support agents can verify that customers are eligible for support before creating cases for them. Here’s an example of how support agents use entitlements: 1. A customer calls support. 2. A support agent searches for the caller’s account, contact, asset, or service contract. 3. The agent verifies there’s an active entitlement on the Entitlements related list. 4. The agents creates a case from the entitlement.

Entitlement Process :-
Entitlement processes are timelines that include all of the steps (milestones) that your support team must complete to resolve cases. Each process includes the logic necessary to determine how to enforce the correct service level for your customers. Not all entitlements require entitlement processes. For example, an entitlement might just state that a customer is eligible for phone support and business hours define phone support to be 24/7. If you needed to add more to that definition—for example, if certain people need to be emailed after a customer’s case goes unresolved for two hours—you would use an entitlement process.

1. Go to Setup –> App Setup –> Customize –> Entitle Management –> Settings.
2. Enable Entitle Management.

Enable Entitlement Management

3. Add Entitlement Name field in Case page layout.

entitlement name field

4. Add the Entitlements related list to account, contact, and asset page layouts.
account page layout
5. Add the Entitlements tab to an app.
adding tab

6. Go to Setup –> Customize –> Entitlement Management –> Milestones.
7. Click New Milestone.
8. Enter a name and description.
9. Click Save.
milestone

10. Add Milestone Status and Milestone Icon fields to Case page layout.
mile stone status

11. Go to Setup –> App Setup –> Customize –> Case –> Case Milestones –> Fields.
12. Add the fields and Save the page layout.
case milestones

13. Go to Setup –> Customize –> Entitlement Management –> Entitlement Processes.
14. Click New Entitlement Process.
15. Enter a name and description.
16. Select Active to enable the process.
entitlement process

17. Click New in Milestone related list.
new milestone for process

18. Create a milestone.
sample mile stone

19. Open the Milestone created by you.
open milestone

20. Define actions for it.
actions

21. Set Field Level Security for all the fields.
fls for case fields

22. Create an Active Entitlement record.
entitlement tab in SFDC

23. Create a Case record and edit the Case Milestone record before closing the case.
output

24. Select the Completion Date and click Save button.
completion Date

Output:
output

Joined Report Types

A joined report can contain data from multiple standard or custom report types.

It helps you to combine multiple object data into single reports.

Some additional features are:

  • You can add charts.
  • You canan add 16 report types.
  • You can  add 5 different blocks with cross block and cutom summary formulas to each block.

Let as have an example:

Create a report comparing the number of support cases that are New, Working, or Escalated by priority. The report contains a single standard report type: Cases. First, create the report, add three blocks to the report, filter each block by the appropriate status, and then use the Priority field for grouping.

To create the report:

  1. Create a new report, selecting Cases as the report type.
  2. Select Joined from the Format drop-down.
  3. Remove unwanted fields by dragging them to the Fields pane.
  4. Create three blocks, each containing the Case Number and Status and, optionally, Case Owner fields.
  5. For each block, filter on all cases. Then, filter each of the blocks by Status as follows:

Block 1: Status equals New

Block 2: Status equals Working

Block 3: Status not equal to Escalated

Group the blocks by Priority.

6.  Optionally, rename the blocks.

7.  Click Save or Run Report.

.Joined Report Type

Territory Management

Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts.

Particularly if your organization has a private sharing model, you may need to grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field that is relevant to your business. You may also need to generate forecasts for these diverse categories of accounts.

Territory management solves these business needs and provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases.

  • You can enable territory management to organize your users into territories and provide access to accounts and their related opportunities and cases.
  • You can manually add accounts to territories, or you can define account assignment rules that assign accounts to territories for you.

Salesforce Adoption Manager

Salesforce Adoption Manager is the fastest way for employees to get the most out of Salesforce.

To use this service  you have to enable Salesforce Adoption Manager as follow:

  • Go to Setup in the full Salesforce site
  • Click Manage Users | Adoption Manager
  • Select Enable Salesforce Adoption Manager.

 

Salesforce Adoption Manager

 

Once you activate the program, it will start with a personalized invite to users to download the Salesforce1 mobile app.

All emails are optimized for desktop and mobile devices. Users not on mobile devices will have the option to text a download link to themselves.

After users have downloaded the app, they will receive emails based on their actual usage of the app. These emails will suggest top actions to take and keep track of actions already taken. The goal is to get users up to speed with the Salesforce1 mobile app so your company can start realizing more benefits from the product.

You can dectivate this service deselecting Salesforce Adoption Manager option.

Salesforce Adoption Manager guides users with customized suggestions based on how they use Salesforce and the Salesforce1 mobile app.

It helps  your users to succeed with tips on actions they can take to accomplish more—faster.

Sales Path

The Sales Path is designed to guide your sales representative through the sales process from within Salesforce1, to ensure that at each stage of the sales cycle, they can focus on getting the right information together to make sure the deal is won!

Basically, at each stage of an Opportunity, simply show the Sales person exactly what fields are needed for an Opportunity on that stage AND what guidance or tools might have them move a deal forward from that stage.

Resolution –

*Note – You need to enable Sales Path from the Setup menu.

Customize | Sales Path | Settings, then click Enable

Once you have enabled the Sales Path, you can then proceed to set up your Sales Path. Each Sales Path is specific to a record type and is reflective of the sales process assigned to that record type.

Setting up Sales Path

Consider, for example, that you have two Opportunity record types – one for New Sales Contracts and one for Renewal Contracts. The sales process for a first sale, as opposed to a renewal sale, can often be very different. For this reason, you may have 2 different record types, with different information required as well as different sales stages within the sales cycle. In this scenario, you would require two different Sales Paths to be set up, one for new sales contracts and one for renewal contracts. This will give you the flexibility to customise the sales path to be most appropriate for the type of sale in question.

Sales Path 1

 

 

Next add in Fields for each stage – 

When setting up a Sales Path, you can specify against each stage the fields you want the sales representative to complete, as well as some guidance text. The guidance text could be ideas on how to complete each field correctly, or could include useful links to chatter posts or best practices. Once you have completed this for every sales stage, you are ready to activate and get started!

Sales Path 2

 

 

Cheers!!!