Gorav Seth

Salesforce MVP | Permaculture designer

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The WTFs

a. parent case field not available on case close layout
b. primary campaign source not available on opp related lists - without formula field
c. Amount and expected revenue not available on standard campaigns w opportunities report type, but available w formula fields
d. cant load data to description field on campaign member

Some standard fields that cant be renamed (though idea is marked as delivered)

  • owner (on standard objects, can be renamed on custom objects)
  • account name (local) (but contact name local can be named)

About me on user.

  • not available in workflow or validation rules
  • not available on standard user report type
  • available on custom report type on user ffs people.

List view default sort order is not planned!

  • https://success.salesforce.com/ideaView?id=08730000000BpdcAAC

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Using flows as a form tool for external users

There are many good form tools that integrate with Salesforce. Salesforce even has their own surveys product now - which will be interesting to watch.

But i’m going to illustrate how to roll your own using visual workflow, embedded in a visualforce page, on a force.com (er, lightning platform) site.

If you just want to see the finished product, go here and try it out

And some caveats : Site external users cant update any standard objects, only insert. So you will need to use a custom object and a flow / process to update the contact. And i have no idea if this is in violation of any of the salesforce terms of service, since you are using a workaround to something that they have blocked. So…with that out of the way…onwards

Ingredients:

  • a flow
  • a visualforce page
  • a site
  • a lightning application

You can build them yourself (recommended) or install all except the site from this

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The Magic of Actions in Process Builder and Flow

The ability to use quick actions in process builder / flow has been around for a few years, but i’ve never seen a reason to use them.

I figured some out this weekend. Here are the use cases I see.

a) standardization :
if you will do the same thing (or almost the same thing) multiple times, building an action ensure standardization, and allows for easy updates if a change is needed. you can enforce required fields at the action level, even if the fields are not required at the object level. its a template / contract for creating an object. powerful stuff.

Note that this can be useful for doing the same thing on multiple nodes in a single process, or if processes on different records do the same action, say create a task or a case.

b) in process builder, quick actions can let you update unrelated records (as long as you know the record ID). so you dont need a lookup field to the

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Creating a Global Picklist with custom API values

Global picklists are great. As is the ability to customize the API names separately from the label. But while you can create picklist values via copy/paste, you have to update the API values individually.

For small picklists its not that hard to do manually, but for large ones, there is another, better, way.

  1. create a temporary global value set via the UI
  2. retrieve it using workbench
  3. set the values in the xml
  4. insert the picklist via workbench

alternatively you could create the entire xml file manually and skip step 1 and 2, but that part is so easy via the ui that you might as well do so.

step 1 is covered in help and training

for step 2, this doc, has the info for the package.xml file you need (also copied below) and this article has a step by step for the retrieve process - just note you would use the package.xml as specified below.

<?xml version="1.0" encoding="UTF-8"?>

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Spring 18 Release

02-15-2018

Notes for DCNPUG Spring 18 Release Review from sales cloud user / admin perspective

overall

  • flows are getting love
  • more parity / functionality for reports / dashboards in lightning
  • a lot of customization in lightning
  • strong productivity enhancements in lightning
  • some great new formula functions!!!

resources

  • Release site has downloadable release overview pdf and lots of highlights
  • Release readiness live videos
  • Release Readiness Group on Trailblazer Community has lots of info and a new release ppt deck every release
  • Release notes
  • Release Demo Webinar - new? Just joined today and it was AWESOME, never have seen this before - high speed, lots of demos, little else. Highly recommended.

new functionality (classic + lightning) and feature

  • flow - lightning components, override header and footer, stages, upload files, launch from object specific action
  • lightning

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Displaying a comma/semicolon separated list of emails

I’m doing this on a custom object, odds are you will want this on campaign member. So where you see ‘worker’, use ‘campaign member’.

4 steps

  1. lookup the records and add to sObject collection
  2. loop through them
  3. use an assignment element to add the loop variable email to a text variable
  4. display the text variable in a screen

overview_1.png

most of the magic happens in the assignment element, where i add the email to a text variable with a semicolon, and use a constant to add a line break

assignment element
assignment_1.png

constant
constant.png

and here is the result

result_email.png

If you want to get fancy and let users select records from a list view and only export those, you can do that using the approach illustrated by Sir Andrew Fawcett here : https://andyinthecloud.com/2014/06/04/more-power-to-your-flows-in-summer14/

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NPSP Primary Contact Related List Label Override

on a post on the pub inquiring on how to view campaign members who have not donated to a given campaign, i noticed that one could not properly cross filter contacts against opportunities with the NPSP enabled, because there are TWO opportunity objects to select from.

twoOpps.png

one is the standard opportunity contact role relationship between contact and opportunity, while the other comes from the primary contact lookup on opportunity - but there is no way to tell them apart.

I believe these are kept in sync by the npsp, based on the primary checkbox on contact role, so the results may be similar - but if there are multiple contact roles on an opp the standard relationship would show ALL of them, as there is no way to filter only for the primary contact, while the custom relationship would only show the primary contact. So either way you need to know which one you are choosing!

So, enough of

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Its 2018

Welcome to 2018 yall. There was a recent post on the hub that got me thinking about my long running list of random stuff that as far as i know you still cant do in salesforce, even in the year 2018.

So here they are, in no particular order. Some of these may be fixed in lightning already, which i will find out later this year when we launch!

  1. you cant remove the submit for approval button from the approval history related list. especially considering that you can now submit for approval via flow and process builder now, admins need to be able to remove the standard button. idea : 5120 points, 10 years old, ‘under consideration’

  2. the lack of a description field on public groups. public groups are used literally everywhere, and there is no easy way to extract the info on where they are used. i’ll take 255 characters, anything at all really, please? idea : 11 years old, 1550

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Setting flow finish behavior without a custom controller

Until now, in order to redirect the user to a record created in a flow, you needed to embed the flow in a visualforce page, and use a custom apex controller to get the record Id from the flow so you can use pass it to a pagereference method and direct the user to the record.

This meant that you could not use lightning runtime (as flows embedded on visualforce pages will only use classic runtime) and that you needed to write up a custom controller.

No longer! With winter18, you can use the lightning flow component on a visualforce page - and that component automatically has access to flow variables via the outputVariables variable/property. (i have very limited js knowledge so please share the correct terminology).

Start with the sample code on developerforce.

It has a couple of issues and will not work as written, but a fine fellow who goes by Charles T on sfse guided me to a

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My FormAssembly wish list

I am a big fan of formAssembly, primarily from the angle of a Salesforce administrator of a complex org. I’m maintaining a running list here of issues and functionality that I hope to see added.

GENERAL

  • provide connector level skip logic on all connectors
    • allows for much better management of updates to live forms as can have test-only connectors that are activated by a URL parameter
  • error handling
    • only option is a single global email address.
    • this could be set per form, or better would be to have error connectors so you can really customize what happens

FORM BUILDER

  • provide built-in functionality for discount codes and scholarships
    • using client side js is easily hacked
    • scholarships (100% discount) require are very poorly supported and require a ton of work
  • add a ranking question type (a list of options that can be dragged into order)

SALESFORCE CONNECTOR

  • prefill

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