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Data Generator - Appy Review #1

AppExchange is the cloud marketplace for the Salesforce platform. Offering solutions in the forms of an app, component, or consulting services. These solutions can be priced as free, paid, or discounted for non-profits.

App Name - Data Generator

In this post, we talk about one of the AppExchange app called Data Generator.  You might have had this scenario where you have a Developer Sandbox with no data and you would like to have some dummy data to test your application or functionality.


Features

We can use this app to create mock data in Salesforce for any object or field. This app falls under the category of Developer and Admin tools. Data Generator will help you quickly insert thousands of records for your Salesforce org with just a click and no code involved.

DataGenerator1

Installation

The installation process for this app is quite similar to other appexchange installations and the app will generate one App, one tab, and one object as per the details in the Installed package. 

DataGenerator2

Starting off

To start off you can head to the App launcher and search for the application Data Generator. The interface of this app is in a green color accent. To create mock data you select the Parent object(in our case we selected Account) and the quantity which is the number of mock data you would like to create ( we used 30). Also, you need to select at least one field(it defaulted to Name) from the parent and provide the Text type. The text type allows you to select what type of text do you want in your mock data. It can be random text or exact text, Last Name, First Name, Company Name, etc. 

DataGenerator3


Add more fields

You can add more fields by clicking the Add button. After selecting the fields for which you need mock data you can simply hit the Run button on the left side to run the job. You also get to know the history of the jobs but it loads after the data is created. 

DataGenerator4
Add Parent and Child mock data

You also get an option to add Child mock data for the parent at the same time. You just need to specify the Child data you would like with the quantity and add the fields for the child object. You can specify if you would like to have some blank data which can be provided under the Blanks column which is a percentage. You can check the history of the data created and also the count of the records. 

DataGenerator5

Background Activity

In the background of this app, whenever we run the application. we can see in Apex job section that a Datafactory Apex class runs to create this data. At a moment you can create 10000 records which is way too much mock data also respecting the governer limits of Salesforce.

DataGenerator6

Summary

Data Generator is a great tool for creating mock data directly from your salesforce instance. No need to prepare multiple CSV files for each object and load data using a dataloader. You can save your time of prep work for data cleansing and formating before loading. The best part is no need to code as well. 






12 New Trailhead badges for March 2021

 Salesforce turned 22 this March 8th, 2021. Along with that, the Trailhead platform has now also accomplished 1000 badges for you to skill up and there are new badges released every month. The Content team of trailhead has considered all the users using trailhead and it looks like there is a trailhead badge for every user.


In this post, we take a quick overview of what's new in-store in Trailhead for the month of March 2021.

1. Virtual Events

This module covers how to plan and prepare for a virtual event. Identify the equipment needed for your virtual event and deliver an event on your budget. Prepare for the delivery of the event along with the contingency plans. 



2. Einstein Data Insights: Quick Look

This module explains to you how to use Einstein data Insights over your report data. Using which you can dive deeper into your Salesforce reports and create analysis from a report.




3. Tableau Prep: Quick Look

We get a new module for Tableau this time it’s for Tableau Prep. This module explains what Tableau prep is, what are the capabilities for Tableau Prep Builder and Tableau Prep Conductor.



4. Shift Management

This one is for the field service team using Work.com. The new Shift Management module involves over setting up and managing Shift Management, how to create facility plans, getting back to office plans, and daily wellness checks. 


5. Process Mapping for Business Analysts

The Business Analysts are not left behind with the new process mapping for business analysts in trailhead it covers the process mapping concepts, benefits of process mapping, process mapping symbols, and used for process mapping.


6. Trail: Get Started with MuleSoft Composer

A whole new trial for Mulesoft composer using which you integrate systems and data with clicks not code. Quite interesting one, there are two modules under this trail Mulesoft Composer Installation and Configuration and Mulesoft Composer Basics.



7. Permission Set Groups

Finally, we get a module that tells us how to get started with permission set groups, what are permission set groups, use cases on permission sets, how to create a permission set group, and to mute permissions in permission set group which is a neat feature.



8. Salesforce Scheduler Customization

This module covers the purpose of Salesforce Scheduler, setting default time zones for your customers, setting up calendar integration, customize appointment bookings, and setting up automatic service resource assignment.



9. Salesforce Scheduler Industry Use Cases

This module is a part of the previous trailhead module: Salesforce Scheduler Industry Use Cases but showcases the industry use cases for Salesforce scheduler in industries such as Healthcare, Retail, Auto, and Industries in Public Sectors.


 

10. Salesforce Loyalty Management Basics

Want to have a loyalty program? Follow this module to set up a Salesforce loyalty management for your loyal customers. Create a loyalty program, add program members, assign benefits for the program, create voucher definition and promotions and provide them a loyalty member portal for your members to view their membership points or status.


 11. Commerce Cloud Payments: Quick Look

With the Commerce Cloud payments module, you get to learn the ways the Commerce Cloud payment addresses challenges. Also how payment processing trends affect eCommerce and the introduction of commerce payments featuring Stripe.



12. Tactics for Impact Management

This module takes a look at Impact management with plans on strategic evidence planning. This is a sequel to the trailhead module Impact Management Basics. It familiarizes us with continuous evidence building, how to implement tactics for impact management, and to explore technology that supports impact management.


Wrapping up

We didn't cover all the trailhead badges which were part of the Trailmix created by the Salesforce Trailhead named New Content March 2021 Release. Do checkout all 21 badges by heading to the Trailmix section of the Trailhead here

 




Salesforce Flows as Notifications!

 Lightning flows are now called Salesforce Flows. Salesforce flows are quite a powerful process automation tool. They can be a good replacement for Process Builder and Workflow rules in your Salesforce org. It's another low code approach, with a drag and drop component functionality that Salesforce provides for Admins.



In this article, we use a Screen flows to displaying an alert or notification when an internal user logs into Salesforce. For this scenario we use Screen flows to notify the user of an upcoming Salesforce release.

Let's Flow!

Navigate to the Flow Builder from Setup first, then in the Quick Find search for Flows. Clicking on Flows displays all the flows you have in a list view.


Salesforce Flow1

Let's create a new flow by clicking on the New Flow button. For this scenario, we will be using a Screen Flow, clicking on next will get you into the Flow Builder page. Under the Interaction elements, drag and drop the Screen component.

This will open a window with New Screen. First, you provide a label for your header in the Screen properties. In this instance, we give the label as Release Notification.

Salesforce Flow2


We first update the control navigation to only show Next and Finish buttons. then add a display image component to the screen flow. On the display image properties, we set the Image Name to a static resource which we named SpringRelease. Then we connect the start component with the screen flow component.

Salesforce Flow3


Save the flow with an appropriate name and Activate the Flow.

We are all done with the Flow. Now to make the flow run when a user logs in to Salesforce. We go to the Setup and search for Login Flows. Create a new Login flow with the type as flow, user license as Salesforce, and assign the flow Release Notification to the profile that needs this alert. In this case, I have assigned it to the System Admin. 

Salesforce Flow4

Now let's see how does it look when we log in to our Salesforce instance. You can adjust the image and also add more text to display in your flow as well.

Salesforce Flow5


Quick Tip: You can connect a flow solution named Flow Video Player and File Viewer from the AppExchange to add videos and documents to your flow giving your users more details and value out of this functionality.

Top 5 Salesforce Spring 21 Release Features

Spring 21 release is just around the corner and it's packed with too many features and changes across the Salesforce product line. Like every Salesforce Release, there are loads of surprises and hidden features to explore.

In this article, we talk about the top five Salesforce Spring 21 features. 

Top 5 Salesforce Spring Release




1. Add Images in In-App Guidance

In-App guidance now gets the ability to display images on In-App Guidance prompts. As you create the prompt, you can upload .jpg, .jpeg, .png, or .gif file format. The maximum file size of the image is 5 MB and you can specify the layout on how the image needs to appear on the prompt. Please note that large images are resized to maintain their aspect ratio.



Image Layout Lightning


In-App Guidance with Image

2. Personalized Guidance 

 There is a new Guidance Center for new admins of a Salesforce org with setup and learning resources. It can guide them in setting up or planning a rollout of basic sales and service features, managing data and setting up users, and more. It acts as a personal assistant for a Salesforce admin. Although the learning panel is available for all users, only admins can see the link to the Guidance Center.


Guidance center Salesforce

3. Farewell Community Cloud

Community Cloud has a new name and will be called Experience Cloud. All across the Salesforce org, there will be changes in the terminology used. As Communities will be called Sites or Experience Cloud Site. All communities under setup will be renamed to Digital Experiences. The Lightning Community will be called the Experience Builder Site. The Digital Experience menu in Salesforce will be now simplified to only have Themes, Template, Settings and Pages.

 

 After Spring 21                Before Spring 21

4. Multifield selection in Reports

This feature helps you to create reports faster by selecting multiple fields from the fields panel, and drag and drop them to the Column list in your report. To select multiple fields, press Ctrl (Windows), Cmd (Mac), or Shift when you click. Please note this feature is not available for Joined reports.

Multifield Select in Reports


5. Analyze Performance For Lightning Pages

You can now analyze the performance of any lightning pages from the lightning app builder for both desktop and for your mobile devices. This helps you decide how to make your lightning pages more optimal and increase your load time performance.

Analyse Performance Lightning


Bonus: In-App Learning (Beta)

With the new Trailhead icon next to the Help and Training section, In-App Learning is now available directly in Salesforce. In-App Learning allows Salesforce learning resources to be accessible from your Org. This feature is right now in its beta stage. You can assign learnings to your users but only the modules which have quiz in them. At the moment, all hands-on modules are excluded from this.

In App Learnings Salesforce

Let's Wrap up...

Many other features are mentioned in the Salesforce Spring 21 Release notes which we haven't covered in this article. You can take a look at the Release notes to know more about them.

10 must have Salesforce Mobile apps for 2021

Everything is mobile these days and every customer loves to have services at their fingertips, so there is an app for everything. There is an app for ordering food, there is an app for buying clothes, there is an app for selling things, there is an app for buying electronic devices or gadgets, there is an app for getting the latest news via notifications, there is an app for fitness and there is an app for buying an app.


 Every brand has its mobile presence across the globe and Salesforce also runs its apps across both the mobile app store be it Google Play Store for Android devices or AppStore for Apple devices.

Here are the 10 must-have Salesforce mobile apps for your mobile devices for 2021.

1. Salesforce

Source.

Salesforce app is the mobile version of the Salesforce CRM. You can access your Salesforce CRM anywhere, stay up-to-date, and collaborate with your coworkers. It gets you all the important features including your Salesforce apps, reports and dashboards, meetings, tasks, notifications, and approvals to your fingertips. It's available on both Android Google Play Store here and AppStore here.

2. Salesforce Authenticator

Source.

Salesforce Authenticator is a security app used for identity verification or a means of two-factor authentication in addition to your password when you try to login to your Salesforce CRM. This app also works as a Multi-factor authentication for login requirements. Whenever you enable an extra security layer for your Salesforce org and connect your Salesforce org with this app it will always buzz your phone to approve logins

3. Salesforce Inbox

Source.

Salesforce Inbox was introduced when Salesforce wanted to move its Legacy Salesforce for Outlook to a new version. Well, Salesforce Inbox connects with your emails, events, and calendar with Salesforce. It's a very helpful app for teams who manage most of their work on emails and also see related Salesforce records side by side in your emails. 

4. Salesforce Einstein Analytics

Source.

Salesforce Einstein Analytics comes to the mobile platform enabling users to view their intelligent analytics from the app itself. You can view all of your Einstein Analytics apps, dashboard, lenses, and datasets directly from your mobile devices. Pin your favorite apps, dashboard, lenses, and datasets while gaining insights from the data.


5. SalesforceA

Source.

Salesforce A is purely created for Salesforce Admins. It allows Salesforce Admins to manage user management tasks such as unlock users, reset passwords for a user, view user's information and details including who are locked out or frozen, also check the status of the instance or the Salesforce org which you have logged into. The app also includes resources linked to the Salesforce Trust, Admin News and events, Trailhead, Salesforce Answers, and release notes.

6. Trailhead GO

Source.
Trailhead Go allows users to skill up anytime and anywhere from their mobile devices. You can explore Salesforce Technology, AppExchange, Salesforce Lightning, Salesforce Einstein, Salesforce CPQ, and many more trails or modules. Complete your trailhead badge from anywhere using your mobile devices.


7.Trailmoji

Source.
Trailmoji is a social app to share the fun of Salesforce during any  Salesforce events like TrailheadX, Connections, Dreamforce, and others. It lets you build your own myTrailmoji character so that you can create your own personalized swag. Share stickers of your favorite Salesforce characters with your colleagues with a simple copy and paste. Create augmented versions of the Salesforce characters like Astro, Cloudy, and Cody interacting with you in a video to share with your colleagues. 


8. Salesforce Social Studio

Source.
Salesforce Social studio allows you to manage your social media content. You can create content for a campaign that can be posted on social media such as Twitter, Facebook, Instagram, LinkedIn, and YouTube. Get involved with the community by replying to posts and monitor what's happening on forums, blogs, news, and sites.


9. Salesforce Marketing Cloud

Source.
Salesforce marketing cloud mobile app is a way to manage marketing cloud from almost anywhere. You can review the performance, messaging, and journey stats at a glance with your team. Monitor Journeys and automation of your customer engagements. You have the power to take actions such as pause, cancel and resume for email.


10. Field Service

Source.
Field Service mobile app is a field service management tool for your mobile workforce. It is an offline-first design that provides a clean and easy interface for your workforce with the information with in-app notifications. To use this app you need to have a Salesforce org with a Field Service license. It allows you to collaborate in realtime with all mobile employees using the Field service app in your workforce.



A new builder in Salesforce

It's all about building things in Salesforce. Salesforce has multiple builders introduced after the era of Lightning. There is a builder for creating a Process(Process Builder), a builder for creating apps in lightning (Lightning App Builder), a builder for creating a Report or a Dashboard (Report and Dashboard builder), a builder for creating communities(Community Builder) and to build automated process using flows(Lightning Flow builder) and the list goes on.

A new Email Builder Image


What's the new Builder?

Every builder serves for a functionality to ease the way to build things in Salesforce. Mostly it's a drag and drop process where the components are dragged and placed on the page. The new builder that was introduced by Salesforce in the Winter'21 release is the Email Template Builder. It is a new way to enrich email templates with more content that is more engaging to the customers. 

Email Template Builder
Email Template Builder Layout


Why Email Template Builder?

Email templates are of two types in Salesforce. You have the classic email templates which are used in Salesforce classic and then you have the Lightning email templates introduced for lightning experience. Both classic and the lightning email templates were created with content along with merge fields including text, custom HTML, and visual force pages. Salesforce wants to bring all these components together in one builder and side by side refresh the look of how emails were created in Lightning Experience.

How do I get started?

To get started with creating new email templates using the Email Template Builder you need to enable a system permission 'Access Drag-and-Drop Content Builder' in your user profile or permission set. 

Permisson set Image
Access drag-and-drop content builder Permission


Once you have this system permission enabled you can search for the Email templates in the App launcher, fill out the details to create a new email template, and click Save. You will get a new button on the record detail of the page 'Edit with Builder'. Clicking on this will take you to the new Email Template Builder.

Edit with Builder Image


Features of Email Template Builder

  • Drag and drop components into the email template which include button, HTML, image, rich text, and rows.
  • Images can be added using the Image URL directly or from Salesforce files.
  • Merge picker fields are supported in the Email template builder.
  • You can specify the number of columns using the Row component.
  • HTML content can be added to style and format the Email template as per your taste but there is a character limit of 10k for each HTML property you add.
  • Only 250 components can be added to one email template.

Limitations of Email Template Builder

  • Email Template Builder is not available for previously built Email templates in Classic and Lightning.
  • Internet Explorer 11 is not supported while using the Email template builder.
  • No API support to integrate with the HTML.
  • .SVG image type is not supported by the Image component of the Email template builder.
  • Image size can be up to 25 MB.
Conclusion

Overall this feature is really something a must-have for admins who love to create content or marketing teams who can engage their customers with visually appealing email templates using the power of Email Template Builder.

Salesforce Certification Days!

This year again Salesforce is back with their Salesforce certification days where you can join a free half-day webinar with regards to the Certification of your choice. These sessions are held by expert instructors for 3 days so that you can ace on your Salesforce certification.

Fast Path for Learning Salesforce

Salesforce calls these certification prep seminars as Fast Path. These Fast Path will enable the exam taker to know more about the certification and get proper guidance on the main sections of the exam. The Salesforce webinars are starting off from Nov 16th 2020 to Jan 21st 2021.

Also, these are termed as Partner Certification Week Webinars on the Trailhead website. The bonus on attending these sessions is that you receive a 70 dollars worth exam voucher which will be a discount over the hefty 200 dollars for the certification exam. All these webinars are all Virtual where the attendees will get a meeting link to join after successful registration.

How to Register?

The registration process is quite simple you just need to login to your trailhead account on the Trailhead website and go to the Credentials section of the page as below and select the Take Free Certification Prep.

Take a Prep for Certification Image
Source: Trailhead

Once on the page, you select the certification exam which you would like to prep for. Based on the selection you can have Admin, Developer, Marketing, and Consultant. The webinars start time depends on various timezone so do opt for the one suitable for your need. You can register for the webinar which you would like to attend and you just need to fill in your details which are Full Name, Company, Designation, Country, and Phone. By agreeing to the cancellation terms and policies you can complete the registration.

You will then receive an email from Trailhead Academy with the details of the Webinar where you again need to register as a attendee in the GoToWebinar so that you receive the joining link to the webinar. There will be a limit on the attendees joining the session so better be fast and the first to get your spot.

Happy Learning!



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