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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!



Trailhead Go for Android

 The Trailhead Go app for android will be hitting the Google Store soon! The App is currently in the Early Access stage and will be accessible once the testing phase of the application is completed. Trailhead Go was introduced first in the iOS world during the last Dreamforce '19. It was available for both iOS and iPad OS devices.

Image Source - Trailhead


This app will allow users to skill up anytime and anywhere from their mobile devices. You can explore on Salesforce Technology, AppExchange, Salesforce Lightning, Salesforce Einstein, Salesforce CPQ, and many more.  There are many users who fall under the Android ecosystem who couldn't enjoy the benefits of this app when this was first introduced in the Appstore. A lot of users were waiting for Trailhead Go to come to the Google Play store and it never too late now. 


Image Source - Google Play Store


Since the app is under the Early Access program only a limited number of users can download and install the app for now. The Early Access program for Trailhead Go is now currently full and probably more people can download this app on their Android devices if Salesforce opens up more spaces for this program. Earning badges from your smartphone will be pretty easy with the Trailhead Go app. The more you learn and earn the badges the higher you will jump in the Trailblazer ranks. 



The App size for the Trailhead Go is around 6.54 MB but this might vary based on your device. You can add this App to your wishlist for now. Let's wait for the public release for Trailhead Go. Hopefully, we will see this app in action by end of this year. 


What to do post sandbox refresh ?

We as a Salesforce Admins always do refresh sandbox every time, if your development team is running on projects and ideas to be implemented every month they will always need a new refreshed environment to build the new functionality. Here is my checklist of items that you should consider to do after a sandbox refresh.




1. Change emails from .invalid to valid email address

Always consider this as a high priority to change the emails of System Admins and other user emails who will be using the environment to have a valid email address under their user detail page. This can really be a problem if there are users who want to reset their password from the salesforce login page and click on the Forgot Password link. The email for reset password will not be sent to the valid email address. So spare some time to change the emails for all users to their working email so that they do not have issues login into the sandbox.



2. Deactivate users 

Well, this one is simple and you might ask why deactivate the user? because it's not good to have multiple users in the sandbox also you might accidentally send a Salesforce notification to the user from your sandbox. Have only the users who really use the environment and not the one who just occupies the Salesforce license. Use data loader to set all the users to IsActive to false that's all you need to do. 




3. Set IP Login Restrictions

Yes, IP restrictions can be placed for all the users in your sandbox. you might have customer sensitive information in your sandbox that can be a major security concern. Deleting the data might take you a long time but you can enforce IP restrictions on profile level and the Org Level so that only whitelisted IP login is permitted.

4. Scramble Data or Data mask

When it comes to full copy sandboxes you will have all the data bundled into your sandbox. This data can be sensitive data or personal data of the customer. To keep the data safe you can scramble the data in your tables or data mask them so that your data is safe and is not exposed to all. Mostly you can write scripts to scramble data or we can use Salesforce data mask to mask data in your sandbox.



5. Change custom settings, metadata, and labels

Always change the custom settings, metadata, labels with the sandbox alternative, so that your sandbox doesn't interfere with the production settings. have a check on the metadata, custom settings where you might have links that are used in your integration. Always change the endpoint links for the integration setup to sandbox otherwise there are high chances of your sandbox being linked with the integration services.

6. Activate communities

If you have communities in your sandbox you need to reactivate them, you see after every refresh you get a new domain name for your sandbox which will host your communities in a new domain URL. So after a sandbox refresh republishing the community will make the site active and work again in your new sandbox domain.


Conclusion

These are the steps that you can always consider to do after a sandbox refresh and to keep your sandbox clean and secure from external parties.
 


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