CRM Analytics: Adding Salesforce Action in CRM Analytics

Here is the step:

1. Create Salesforce Action --  navigate to Salesforce's object manager, look for the object, click on Buttons, Links, and Actions menu, then click New Action.

2. Add the newly created Action to a Salesforce page layout (this is a must).

3. Configure the Action from the CRM Analytics dataset. 

Once configured, if you have a table widget in the dashboard, you can also set up one-click actions, so by clicking the value, the action selected will be performed, e.g., click the value in Account Name to call the action to edit Industry.

Reference:

• Perform Actions on a Salesforce Record from CRM Analytics

  

Salesforce: Public Read/Write Access

What does Public Read/Write access mean for a user? This means all users can view and edit all records for that object, but only when the user has permission to access the object (minimum read access). The object permission can be set in Profile or Permission Set assigned to the user.

For example, if Tom is the owner of Trident Inc.'s record, all users can view and edit it. However, only Tom can change the owner or delete (if he has Delete permission given via Profile or Permission Set) the Trident Inc. record.

Scenario:

1. User Profile (and Permission Set) does not have access to the object

• Unable to access any records
• Unable to own records from the object 

2. User Profile (or Permission Set) has Read access to the object

• Able to own records 
• Able to access records owned by any users

3. User Profile (or Permission Set) has Edit access to the object

• Able to own records 
• Able to edit records owned by any users
• Not able to change record owner, only record owner (and users above the role hierarchy if Grant Access Using Hierarchies is enabled for custom objects; Grant Access Using Hierarchies is always enabled for standard objects)

4. User Profile (or Permission Set) has Create access to the object

• Read access will be auto-enabled
• Able to create records 

5. User Profile (or Permission Set) has Delete access to the object

• Read and Edit access will be auto-enabled
• Able to delete records owned
• Delete permission does not roll up to users above the role hierarchy; even the Grant Access Using Hierarchies is enabled 

So, in other words, View All permission is replaced with Read permission, while Edit All permission is replaced by Edit permission. 

Note: Profile permission access does not roll up to user by Role Hierarchy

Reference: 

• Organization-Wide Default Access Settings

Salesforce: Finding Child Objects

As a Salesforce admin, seeing the parent objects of an object is easy; just go to the Object Manager, look in Fields & Relationships, and look for fields with type = Lookup or Master-Detail.

However, the other way around, looking for child objects from an object is not straightforward; developers can use getChildSObject(). 

Here is a way to find child objects, which is using Workbench.

Navigate to Standard & Custom Objects, choose the object, and see items under "Child Relationships"  

The one with cascadeDelete = True is the Master-Detail relationship, while cascadeDelete = False is the Lookup relationship.

If you know any easier way, feel free to comment.

Email Composers in Email-to-Case

Salesforce is transitioning email editor for Case (to be clear, this is not for email in other standard or custom objects) to a modern editor based on HTML 5.
 
Existing Case Email Composer

New Case Email Composer

The new editor provides new features, including:

• Full-screen mode
• Printing
• Undo and Redo buttons
• Format painting
• Emoji picker
• Resizability
• A more responsive toolbar
• Smart copy-paste functionality

Large recipient lists are no problem now that you can drag—or copy and paste—recipients' email addresses, attachments, and inline images.

You can manually transition to the new editor by navigating to Release Updates in the setup menu and looking for Transition to the Lightning Editor for Email Composers in Email-to-Case. As per the current timeline, this needs to be completed before 1st Sep 2024.

Reference:

• Transition to the Lightning Editor for Email Composers in Email-to-Case

Salesforce: Salesforce Authenticator Re-Registration

Background: A Salesforce user uses Salesforce Authenticator for MFA; however, the account is removed by accident by mistake, or the app is deleted, or user has a new phone. So, when the user login to Salesforce, the user will get the following popup from the Salesforce Authenticator app. 

Solution: The admin can simply go to the user detail and disconnect "App Registration: Salesforce Authenticator".

Once disconnected, when user login again with username and password, the system will ask the user to add an Account in the Salesforce Authenticator.

Reference:

• Disconnect Salesforce Authenticator from a User’s Account

CRM Analytics: Sync Widget to other Layouts

In the previous blog, we shared that you can manually add widgets that have been added in other layouts. Since then, CRM Analytics has a new feature to enable sync between layouts, which means that when you add a new widget, it will be added to other existing layouts automatically. The same when you delete widgets from a layout; it will be deleted in other layouts too.

Click Manage Layouts from the layout dropdown and make sure Sync is enabled.

Widgets synced to other layouts will be added randomly in other layouts.

Reference:

• Generate Unique CRM Analytics Dashboard Layouts for Different Devices
• CRM Analytics: Adding existing widget to different layouts