Category: Salesforce

What is a Bucket Field in Salesforce Reports

What is bucket field in Salesforce Reports?

Bucket field in Salesforce Reports is an incredible powerful functionality used to quickly categorize values for a field in a report without the need to have a custom formula field at the object level. When you create a bucket field in Salesforce, you define multiple categories into groups depending on the record values, this bucket field will not affect other Salesforce reports. Bucket fields in Salesforce are available in Tabular reports, Summary Reports and Matrix reports. Joined Reports does not support Bucket fields.

Salesforce Reports are used to generated data and display the data in the form of Rows and Columns with rule criteria. Every reports in Salesforce is stored in Folders. We can set folder to hidden, Shared, read-only or read/write. If we need to categorize multiple number of values of a field into one category, then we go for Bucket fields in Salesforce.

In this Salesforce tutorial, we are going to learn about Bucket fields in Salesforce reports, why Salesforce bucket fields are used and how can we create Bucket fields in Salesforce. Let us learn how to create Bucket fields in Salesforce Reports.

Creating Bucket field in Salesforce reports

  • To create Bucket field in Salesforce reports, navigate to Reports tabs and click on the New Reports button.

Bucket fields in Salesforce reports

  • Select the Accounts report type and click on the plus sign under the Accounts & Contacts category.
  • Click on the Create button to continue.
  • Change Show to All Accounts.Change the Date Field Range to All Time.
  • Click on Remove All Columns to clear the report without any columns.

Bucket fields in Salesforce reports

  • Add Account Name and Account Owner by double-clicking on the field from the left-hand side panel.

Bucket fields in Salesforce reports

  • Double-click on Add Bucket Field (or drag it to the report area) in the top-left panel under Bucket Fields.
  • Set Source Column to Type.
  • In Bucket Field Name, enter Type (Core).

  • Click on the New Bucket button and type in Customer.

Bucket fields in Salesforce reportsFinally click on Run Report to generate Salesforce report as shown above.

How to Refresh Dashboards in Salesforce1 App

What is Salesforce1 App?

Salesforce1 App is a mobile application developed by Salesforce.com to experience brand new Salesforce from any devices. Using Salesforce1 App, user can create, update and delete records, can access salesforce files, can access reports, dashboards and lightning charts, can access all your custom and Standard objects using Salesforce1 App.

How to access Dashboards in Salesforce1 App?

Dashboards in Salesforce1 mobile Application can be accessed through navigation menu and scroll down to Dashboards menu under the APPS section.

Dashboards in Salesforce1 App

We can also access Dashboards in Salesforce1 Application by navigating to Setup | Apps | Mobile Apps| Salesforce navigation. Now select Dashboards and add the selected items.

Salesforce1 App

As shown above we have only one Salesforce Dashboard created for Summary reports.

Dashboard in Salesforce1 app Salesforce1 App

 

Dashboard features in Salesforce1 App.

  • All the components in the dashboard will be available when you open the dashboard in Salesforce1 App.
  • In mobile device, the dashboards will be displayed as a column.
  • In a tablet device, the dashboards will b displayed in two columns.

To open a dashboard we need to have to run report permission and also need to have access to the Dashboard folder. Dashboard in Salesforce1 App does not depend on tab settings in the user’s profile. Once you tap on the Dashboard’s menu, it will open a list of the recent dashboards that you had opened.

How to refresh a Dashboard in Salesforce1 App?

A dashboard in Salesforce1 mobile Application can be refreshed. Tap on the refresh icon at the bottom of the Dashboard, and it will prompt user to confirm the Dashboard refresh.

Dashboard refresh in Salesforce1 AppDynamic dashboards can be opened in Salesforce1 App and also we can filter dashboards in Salesforce1.

Benefits of Visual Workflow in Salesforce

Benefits of Visual Workflow in Salesforce

Visual Workflow in Salesforce is a drag and drop interface that allows Salesforce user’s  to  automate  business  processes by  creating  applications  using  Process builder without code. There are certain benefits of using Visual Workflow in Salesforce. They are as follows:

Benefits of Visual Workflow

  • We can create an automated business process using Process builder without code.
  • Visual Workflow does not require coding, and even if you do not know Apex code, you can still develop business processes.
  • Using screens, fields, and choices, you can implement complex business processes to make sure that your users are entering data in the right format.
  • Through Visual Workflow, you can manipulate data for certain objects that are not available for the Workflow rule or Process Builder. For example, when a “contact role” is created or updated as primary for an opportunity, then create a new task.
  • It allows you to auto submit records for approval.
  • It allows you to apply assignment rules on leads or cases that are created by API calls.
  • You can post messages on Chatter. For example, if the Opportunity status is changed to Closed-Won, post a message on the Chatter group.
  • It allows you to embed the Flow into the Visualforce page, and you can expose it for unauthenticated access using the Force.com site.
  • Once you embed your Flow into the Visualforce page, it allows you to use HTML, CSS, JavaScript, and other Visualforce components.
  • It can be easily maintained by non-developers.
  • Since it is not code, you don’t need to write test classes.
  • You can make changes directly to your production organization, just like other configuration changes.
  • Every time unhandled processes fail or an error occurs in the Flow, the author will get an e-mail from Salesforce with the error details.
  • Using the debug log, you can debug your Flow. Visual Workflow also has a built-in debugging tool. To open the debug window, press Ctrl + Shift + M (on PC) or command + shift + M (on Mac).
  • It allows you to invoke the Apex class that implements the Process.Plugin interface.

What is Visual Workflow in Salesforce ?

What is Visual Workflow in Salesforce?

Visual Workflow in Salesforce is a drag and drop interface that allows Salesforce user’s to automate business processes by creating applications using Process builder without code. So what can we do with Visual Workflow in Salesforce? Using Visual Workflow, we can create, update, edit, and delete records and also we can send e-mail, submit records for approval, post to chatter, and take user input in Salesforce.

What is a flow in Salesforce?

When learning about Visual Workflow, we have understand about what is a flow? A flow is an application that can execute logic, interact with the Salesforce database, call apex classes and collect data from users.

Visual Workflow can execute business processes, interact with the database, invoke Apex classes (an Apex class implements the Process.Plugin interface), and create a series of screens to take user input in order to collect and update data in Salesforce; Flows can also be built with no user interface to allow them to be run from automated processes.

Automating business process using Visual Workflow?

Let us consider a scenario, this is a business case that Salesforce user (Vice president) wants to auto-close all the open opportunities with the Closed Lost stage, when an account out of business field is checked. Now let us check how this business requirement can be solved.

There are several ways to solve the above scenario. They are

  • Using an Apex trigger.
  • Using Visual Workflow and process builder.
  • Using Process builder.

Auto Close all the opportunities with the closed  Lost stage using Process builder.

Now, we are going to create Salesforce Process builder to auto close all the opportunities with the closed lost stage. First login to Salesforce and navigate to Setup | Create | Workflow and Approvals | Process Builder.

  • Click on Process Builder and create new processbuilder.
  • Enter Process name, Api name and the criteria as shown below.

Step 1 : Creating Process.

What is Visual Workflow in Salesforce

  • Click on Save button.

Step 2 : Selecting Object.

In this step, we have to select object (Account), when the out of business field in account checkbox is checked then the Update Records action will be fired.

Process builder in Salesforce

  • Click on Next button.

Step 3 : Adding Criteria.

Process builder in Salesforce

  • Select a record related to the account. As shown above, we have selected opportunities object.
  • Click on Choose button.
  • Enter action name, select record type, select criteria for updating records, select filter the records you update based on these condition, select new field values for the records you update as shown below screenshot.

Process builder in Salesforce

  • Finally click on Save.
  • Now activate the Process builder to run.

What is Salesforce Optimizer, Salesforce Health Check

What is Salesforce Optimizer?

Salesforce Optimizer has been introduced by Salesforce.com in Summer’17 release. This Optimizer scans your entire organization and determines how your company uses Field usage & limits, Apex Triggers, page layouts, record types, validation rules, profiles and sharing and other Salesforce features, then suggests required customizations that to be performed.

Using Salesforce Optimizer, we can monitor our organization and helps to boost productivity.  Before running our report we must follow the steps given below.

  • Whitelist your organizations restricted IP addresses.
  • Make sure you’re logged in to the Org where you want to run the report.
  • Verify your email settings to receive the report.

How to launch Salesforce Optimizer?

To launch Salesforce Optimizer, Navigate to Setup | Monitor | Optimizer.

What is Salesforce Optimizer

  • Click on Optimizer, now a new page will be opened where we have to run Salesforce optimizer.

What is Salesforce Optimizer

  • Click on Run optimizer.
  • Now click on Allow to your basic information.

What is Salesforce Optimizer

  • Click on Allow button.

What is Salesforce Optimizer

After successful evaluation, an email will be send to and the email will be attached with PDF files that can be share around Salesforce organization to bring some of the issues to light.

Salesforce optimizer pdf report

  • Click on the link shown above to download report in Pdf, to set file sharing settings, to upload new version, to edit detail and to delete the report.

Salesforce optimizer pdf report

As shown above, we have got 54 pages Pdf report. Review your report to learn about tweaks you need to make to your implementation so your users can get the most out of Salesforce. Throughout this report, we include concrete recommendations that you can implement in Salesforce.

Salesforce optimizer report content.

  1. Storage.
    1. File storage limits.
    2. Data Storage limits.
    3. Static Resource limits.
  2. Fields.
    1. Field Limits per Object.
    2. Field usage per Object.
    3. Field usage per Page layout.
    4. Number of Fields per Page layout.
  3. Custom Code.
    1. Apex trigger per Object.
    2. API version.
    3. Fresh Code on Stale API Versions.
    4. Hard-coded URLs per Org.
  4. Custom Layouts for Objects.
    1. Page Layouts per Object.
    2. Unassigned page layouts.
    3. Related lists on page layouts.
    4. Record types per object.
    5. Unassigned record types.
  5. Reports and Dashboards.
    1. Unused reports.
    2. Unused Dashboards.
  6. Validation Rules.
    1. Active validation Rules per Object.
    2. Inactive validation rules per Org.
  7. Sharing Rules.
    1. Active sharing rules per Object.
  8. Workflow Rules.
    1. Active workflow rules limits per object.
    2. Inactive Workflow rules per Org.
  9. User Management.
    1. Administrator permissions.
    2. User Logins.
    3. Unassigned Roles.
    4. Unsupported browsers.
  10. Profile and Permission Sets.
    1. Unassigned custom profiles.
    2. Unassigned permission sets.
    3. Profiles with 10 or fewer users.
    4. permission sets with 10 or fewer users.
  11. Chatter adoption.
    1. Inactive Chatter users.
    2. Incomplete Chatter profiles.
  12. Sales Cloud Adoption.
    1. Path.
    2. Duplicate management.
  13. Service Cloud Adoption.
    1. Omni-Channel.
    2. macros.

Salesforce Data Studio – Data Sharing platform

What is Salesforce Data Studio?

Salesforce Data Studio is a data sharing platform designed for B2C marketers and publishers to connect data owners with buyers. So how Salesforce Data Studio works? Salesforce.com created Salesforce Data Studio to provide publishers with the ability to control specific data attributes and know who is able to buy the data.

When an email marketer acquires a new subscriber, that marketer has now gained critical first-party data such as an email address and name, but that’s it. The email marketer’s customer profile has quality data, but it’s not really enough for true one-to-one personalization. Publishers have the benefit of collecting data about their own visitors, some of whom sing in using their Email, mobile number and other details, all these data are known as First party data.

Salesforce data studio

By peddling publishers’ first party data, Salesforce is turning it into second party data, but it’s still good stuff with more granular insights

Benefits of Salesforce Data Studio?

  • Data studio is a part of Salesforce marketing cloud and delivers customer insights with new audience discovery and search.
  • It extends Salesforce marketing cloud’s leadership in data management.
  • Salesforce Data Studio leverages Salesforce Einstein’s natural language Processing (NLP) to deliver queries.
  • These queries are more precise and relian than search engines.
  • Data studio includes audience discovery and search tools to learn about the data.
  • Expose your premium audiences to the world’s largest enterprise marketers by leveraging the power of Salesforce’s massive set of demand partners.
  • Get the tools to share your data and generate revenue for your business without the middle man.
  • Manage your data like a pro.
  • Data owners can choose to make their data publicly available, or only do private peer-to-peer data sharing with trusted partners.

What is Salesforce1 ? Installing Salesforce mobile App

Salesforce1 is a mobile application or interface which connects all your apps, connect all your devices and connect all your customer data. Before Salesforce1 developed, many applications like Salesforce classic, Salesforce touch and chatter mobile are used to connect Salesforce using a mobile(Iphone, Ipad, Android and Tablet) devices. Now Chatter Mobile has been renamed to Salesforce1 and updated with lot of features.

Why Salesforce1 is used?

Salesforce mobile app is used to access Standard objects, custom object, can publish Visualforce pages and many more. Using Salesforce1 mobile app, we can create a record, read, update a record and delete records. Some of the actions that can be performed using Salesforce1 are

  • Can used to send push notifications.
  • Can submit a record for approval.
  • Access a list view and related list.
  • Can access all your custom object and apps through navigation menu.
  • Can access Visualforce pages and components.
  • Can access Salesforce files.
  • Can access reports, Dashboards and Lightning charts.

Salesforce mobile app features.

  1. It is powered by Salesforce platform.
  2. We can use point and click tools to make our own application.
  3. Salesforce mobile App is included with every Salesforce license.
  4. Salesforce mobile app can be download from Google play store and App Store.
  5. Salesforce mobile app has offline capability.
  6. We can run business using mobile faster and smarter.
  7. Salesforce mobile app uses metadata to work instantly.

How to Install Salesforce1 mobile app.

Salesforce1 mobile app is available for both Android and IOS devices. It is also available for mobile browser app that runs on supported browsers. Check your organization security policies before installing Salesforce mobile app. Salesforce mobile application can be downloaded from iTunes and Google Play. Check the following links to download Salesforce1 application.

 Installing Salesforce mobile App?

  • Download Salesforce1 mobile app from the above link. Now click on I Accept button as shown below.

What is Salesforce1 ? Installing Salesforce mobile App

  • Enter your Salesforce login Username and Password to login to your Salesforce account.

What is Salesforce1 ? Installing Salesforce mobile App

  • Now verification code will be sent to your email.
  • Enter your verification code.
  • Click on Allow button to enable access to your Salesforce mobile App.

What is Salesforce1 ? Installing Salesforce mobile App

  • Click on Get Started to access Salesforce mobile application.

What is Salesforce1 ? Installing Salesforce mobile App

  • We can add multiple Salesforce account. On the sidebar we can observe many options like Recent, Apps, Settings.

What is Salesforce1 ? Installing Salesforce mobile App

The default navigation menu includes :

  • Feed : If Chatter is enabled, then your feed is here. There are also separate items for People and Groups.
  • Today : The Today app is your one-stop place to review account and contact information before meetings, instantly join conference calls, quickly log notes about events, and more.
  • Productivity apps and your org’s pages : Notes, task lists, Salesforce events, dashboards and reports, and your company’s custom pages and apps.
  • Recent : This section lists the objects that you’ve accessed recently. To see all the objects available to you in Salesforce1, tap More at the bottom of the Recent section.
  • Help : Help specifically for Salesforce1.

Enabling Salesforce1 for mobile browser.

After Installing Salesforce1 mobile in Android or iOS devices, we must enable Salesforce 1 for a mobile browser. Follow the steps given  below.

  • Navigate to Setup | Platform tools | Apps | Mobile Apps | Salesforce1 Settings.

What is Salesforce1 ? Installing Salesforce mobile App

  • Click on Salesforce 1 Settings.

What is Salesforce1 ? Installing Salesforce mobile App

  • Now select the Enable the Salesforce1 Mobile browser app checkbox.
  • Once your are done click on Save button.

How to grant Salesforce1 Access to users.

By granting Salesforce1 Access to users we can automatically redirect your user to the Salesforce mobile browser app when they log in to Salesforce from a supported mobile browser, perform the following steps.

Navigate to Setup | Administration | users | Edit your user.

  • Select the Salesforce1 user checkbox as shown below.

What is Salesforce1 ? Installing Salesforce mobile App

  • By turning this option off, our mobile browser would be directed to the full Salesforce site instead. Finally click on Save.

Conclusion

In this Salesforce tutorial, we have learned about how to install and configure Salesforce1 mobile application. In our upcoming we will learn how to setup connecting apps, granting downloadable app access to Users and branding Salesforce mobile application.

Salesforce Web to Lead Forms – Lead Management

Salesforce Web to Lead is a tool that allows users to create Web forms and capture lead information from a website that integrate directly to Salesforce without writing custom code.

Every Organization need to drive qualified leads that steadily improves and increase the conversion rates through lead management. Through this lead management in Salesforce, we can analyze website visitors data which helps to Sales and Marketing teams in an organization.

Salesforce Web to Lead Forms – Lead Management

  • Web to lead forms sales inquires from a website.
  • No prior coding knowledge or HTML is required to create Salesforce Web to lead forms.
  • Web to lead forms captures keywords that customer used in organic and paid search in search engine.
  • It helps to increase organization Sales.

In this Salesforce tutorial, we will understand the purpose of Web to Lead, how to create Salesforce web to lead forms and how to combine Web to Lead Salesforce with custom objects.

How to create Salesforce Web to Lead  forms?

The standard Salesforce web to lead functionality allows a form to be embedded into a company’s website to capture information that is then turned into a lead in the company’s Salesforce instance. The form is submitted to a servlet that is common to all Salesforce instances and thus, may not be customized besides sending the user to a thank you page that is disconnected from the lead.

  • Navigate to Setup | Build | Lead | Web to Lead | Edit.

Salesforce web to lead forms

  • On the web to Lead page first we have to enable Web to lead and then correct web to lead settings.
  • Enter Default lead creator.
  • Select default Response Template from the lookup as shown below.

To create Web to Lead Salesforce forms, Navigate to Setup | Leads | Web to leads | Create Web-to-Lead Form.

Salesforce web to lead forms

Select the fields that to appear on the Web to lead form and external styling is not required. As shown below we have selected first name, second name, title, company, website, email, phone number, lead source, industry, country, state/province, Annual revenue and employees.

Salesforce web to lead forms

After users submit the Web-to-Lead form, they will be taken to the specified return URL on your website, such as a “thank you” page. Enter the website url as https://www.tutorialkart.com.

  • Finally click on generate button.

Salesforce web to lead forms

  • Now html code is generated
  • Copy Html code and paste it on Notepad.
  • Save that with .html extension (example web to lead.html)
  • Go to web to lead from and open it on browser.
  • Now web to lead form will be generated.

Salesforce web to lead forms

How to check Salesforce web to lead forms?

To check the working of Salesforce Web to Lead forms copy and paste the html code in any wb page and the form will be displayed as given below.

  • Enter all the fields in the form and click on submit button.
  • Now a new lead will be generated in the salesforce organization.

Salesforce web to lead forms

To check number of leads generated in Salesforce org, login to Salesforce and click on Lead Tab.

  • Now select Today’s Leads in the view and click go.
  • Here a list of all leads that generated through web to lead Salesforce are displayed.
  • Click on the lead to get lead information.