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Here's the latest batch of articles on Salesforce-related topics for today.

For everyone

  1. Apex or Flow: When to Code and When to Click
    Salesforce's success is attributed to its robust platform catering to various business needs. Business users can create their own applications using Apex and Flow. Apex allows intricate customizations through code, while Flow enables process automation without coding. Choosing between Apex and Flow impacts efficiency, maintainability, and scalability. This article explores key features, use cases, decision-making process, and best practices for selecting the right tool for Salesforce customization.

  2. Quick Tips for Managing Multiple Marketing Cloud Instances
    Managing multiple Marketing Cloud accounts requires a unique approach depending on the client's industry. Consultants often need to understand and adapt to systems built by others. It's important to have a personal methodology to efficiently manage each client's instance. Reverse engineering may be necessary if documentation is lacking. Here are some tips to help manage multiple accounts effectively.

  3. Salesforce Fact #756 | Show approval details in VF email template
    Suppose we have a requirement to show the approver name, approved/rejected status and the comments in the visualforce email template which is associated to the final approval/rejection action. We can create an apex controller, VF component to implement this and refer the same in the email template.

  4. Practical Guide to Deploying Your First Tableau Pulse
    Tableau Cloud now offers Salesforce Pulse, enabling users to easily track performance metrics over time. Metric tracking is vital for business leaders to stay informed and make informed decisions. Learn how to set up metrics and ensure successful implementation for increased adoption and excitement.

  5. What Is Salesforce Data Cloud's Vector Database? Here's What You Need to Know
    At London World Tour '24, Salesforce introduced the Vector Database in Data Cloud. This new capability allows businesses to access unstructured data easily, without costly manual solutions. Fayyaz Younas, EVP of Data Cloud, leads a team of specialists who explain and apply the technology to solve organizational challenges. Vector Database is the fastest-growing product in Salesforce's history, showcasing Younas' passion for innovation.

  6. The Business Analyst's Guide to Good Documentation
    The business analyst's role involves gathering and organizing business requirements and solutions for various stakeholders. Their goal is to enhance team efficiency and customer value by effectively communicating business needs. This requires managing complex requirements and solutions in a maintainable and useful manner.

  7. Use a Screen Flow to Avoid Duplicates in a Private Sharing Model
    In "How I Solved It," Awesome Admins share solutions to business problems. Erick Mahle improved user navigation in a private organization by creating a screen flow. This ensured data consistency and avoided duplicates by helping users find existing accounts and associate subsidiary accounts with their parent accounts, even with restricted access.

For devs

  1. Salesforce Lightning Web Component for updating record via Quick Action
    @api invoke() and uiRecordApi can be used in the Salesforce Lightning Web Component for updating record via Quick Action. lightning__RecordAction should be used in the Lightning Web Component to use it in the Quick Action.

  2. Salesforce Fact #844 | Screen flow datatable and lightning record picker reactivity combo
    We have the new record picker component in LWC and that works perfectly as reactive in screen flow. Suppose, we have a datatable in screen flow which is displaying certain account records and once we select a row, we want to make use of the record picker to show only related contacts of the selected account for selection. In LWC, we make use of the getRecord() LDS function to set the filter value reactively based on each time the accountId is passed from screen flow to LWC.

  3. Developer Tooling from Scratch (Part 1 of 2)
    This series shows you how to set up and use the tools that every Salesforce Developer should know and use to become a more productive and happy developer.

  4. Developer Tooling from Scratch (Part 2 of 2)
    Read part 2 of our developer tooling series to learn how to set up and use the tools to become a more productive, efficient, and happy Salesforce Developer.

  5. Create a Lightning Web Component for CRM Analytics Dashboards
    In this blog, readers will learn how to create and embed a custom Lightning Web Component in CRM Analytics Dashboards. They will also discover how to display data in a Lightning Datatable, handle blank fields, and add a Lightning Web Component to a CRM Analytics Dashboard.

  6. Salesforce OAuth 2.0 Flows: Integrate in the right way
    OAuth is an open-standard protocol that allows users to securely access resources on an application, like Salesforce, without sharing their credentials. It works like a valet key for the internet, granting limited access to applications without giving away passwords.

For architects

  1. Modularize (existing) LWC for reuse and flexible distribution
    The author is currently in the process of breaking down a large 1GP Managed package into smaller, more modular 2GP packages. He is also working on decomposing chunky LWC components for better reusability across packages. Seeking guidance on communication channels, data access methods, and best practices for using Apex in this context, particularly from those with experience in breaking down monolithic LWCs into cross-package modules.

  2. Best practices for breaking 1 GP monoliths into 2GP modules
    AppExchange partners are fortunate to have the ability to create 2GP Managed Extension Packages on top of 1GP Managed Base Packages. This allows for a gradual migration of code from 1GP to 2GP by creating multiple layers or modules. The question posed is seeking real-world experiences and best practices for these migrations, including what to leave in the Base package, what can be moved into Extension Packages, mechanisms for sharing code, using a shared Namespace with an existing 1GP, placement of infrastructure code, and techniques for moving logic over.

  3. 4 Problems Customers Face When Architecting a Resilient Application Lifecycle
    As DevOps tools for Salesforce advance, organizations adopt Package Development Model for a Resilient Application Lifecycle. Team members may resist due to manual workload concerns. Overcoming challenges is key to successful implementation.

  4. Shifting Mindsets for Success - From Consultant to Solution Architect
    Numerous Salesforce consultants aspire to become solution architects, necessitating a mindset change rather than merely gaining new skills. The transition from a function-centric to a strategic viewpoint is vital for seizing new opportunities and fostering professional advancement. The importance of essential mindset shifts in this journey is emphasized.

  5. How to Manage Salesforce Integrations With Event Monitoring
    As an Operations leader, safeguarding Salesforce integrations is crucial to prevent data breaches. Unmonitored integrations can lead to security risks and compliance issues. Gartner warns that most data leaks by 2025 will be due to preventable errors. Salesforce Shield offers a solution, like Event Monitoring, to enhance data protection beyond Salesforce. Deploying Shield can help manage integrations effectively and justify the investment to your security team.

Summer '24

  1. Testing the new Flow Action Button from Summer '24
    Salesforce focuses on improving user flow in the Summer '24 release with the new Action button. This allows users to run subflows with a click, simplifying processes and enhancing user experience. No longer needing to rely on external components, admins can easily create flows that display relevant information to users. An example use case is a property finder flow that verifies UK postcodes and displays property details within a specified radius.

  2. Summer '24 Feature Deep Dive: Create Richer Screen Flows with Action Buttons (Beta) | Be Release Ready
    Screen Actions introduce a game-changing feature to screen flows. By adding an Action Button component, users can now run Screen Actions to retrieve and process data within the same screen. This enhances reactivity and allows for the creation of dynamic single-page applications. Action Buttons are ideal for keeping users on the same screen, such as when selecting an account and generating a list of contacts based on that selection. This eliminates the need for writing code, making it a developer-friendly tool for enhancing user experiences.

Grzegorz Skaruz

Grzegorz Skaruz

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