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    24Aug, 2024
    AI Prompts for Salesforce Developers

    AI Prompts for Salesforce Developers

    Introduction

    As a Salesforce Developer, you’re the one who builds and customizes the CRM tools that keep businesses running smoothly. Your job involves writing code, managing data models, and integrating Salesforce with other systems. This can be complex and time-consuming. But what if you could use AI to make your work easier? That’s where AI prompts come in. These are simple commands you give to an AI tool to help you with specific tasks—like generating code, running tests, or debugging issues. In this guide, we’ll break down how AI prompts can help you work smarter and faster as a Salesforce Developer.

    Why AI Prompts Are Useful for Salesforce Developers

    AI prompts are like having an assistant who can quickly write code, check your work, or give you suggestions. They can help you in many ways:

    – Generate Code Faster: Need to write Apex or build a Lightning Web Component (LWC)? AI can give you a head start by generating code snippets based on what you need.

    – Automate Testing: Writing test classes to meet Salesforce’s coverage requirements can be tedious. AI can automate this, ensuring your code is ready for deployment.

    – Debug and Fix Errors: Struggling with a tricky bug? AI can analyze your code, find potential issues, and suggest fixes.

    – Manage Data Models: Designing complex data relationships can be simplified with AI, which can help you set up and manage your Salesforce data model.

    – Simplify API Integrations: Integrating Salesforce with other systems often requires working with APIs. AI can help generate API call code and even assist with troubleshooting.

    How to Use AI Prompts for Salesforce Development

    To get the most out of AI, it’s important to know how to write effective prompts. Here’s how you can use AI prompts for various development tasks:

    1. Quickly Generate Apex Code

    Writing code from scratch takes time. With AI, you can generate Apex code snippets to speed up your development process.

    Example Prompt:
    “Write an Apex trigger for the Account object that updates a custom field, `Total_Opportunities__c`, with the sum of all related opportunity amounts whenever a new opportunity is created or updated.”

    2. Create Test Classes Automatically

    Test classes ensure your code works as expected, but writing them can be repetitive. AI can help by automatically creating these classes.

    Example Prompt:
    “Generate a test class for an Apex trigger on the Opportunity object that covers all possible scenarios, including data creation and edge cases.”

    3. Debug Code with AI Assistance

    When something goes wrong, AI can help you find and fix issues in your code.

    Example Prompt:
    “Review this Apex trigger code for potential null pointer exceptions and suggest improvements to prevent errors.”

    4. Build Lightning Web Components (LWC)

    Developing LWCs involves a mix of JavaScript, HTML, and Salesforce’s component framework. AI can help you build these components faster.

    Example Prompt:
    “Create a Lightning Web Component that displays a list of accounts, includes pagination, and allows filtering by industry.”

    5. Design Complex Data Models

    AI can simplify the process of setting up relationships between different objects in Salesforce, making data management easier.

    Example Prompt:
    “Design a data model with custom objects for Project, Task, and Milestone, ensuring proper relationships and roll-up summary fields for project tracking.”

    6. Handle API Integrations

    Working with APIs is crucial for connecting Salesforce to other systems. AI can generate the necessary code for API calls and help debug any issues.

    Example Prompt:
    “Generate an Apex method to call an external REST API, parse the JSON response, and map the data to a custom Salesforce object.”

    Tips for Using AI Prompts Effectively

    1. Start Small and Build Up: Begin with simple prompts and gradually move to more complex ones as you get comfortable with AI.

    2. Double-Check AI Output: AI is powerful, but it’s not perfect. Always review the code or suggestions it generates to make sure they meet your standards.

    3. Customize for Your Needs: Tailor AI prompts to fit your specific development environment and the unique requirements of your project.

    4. Use AI to Learn: Don’t just use AI to get the job done —use it as a learning tool. Ask AI to explain complex code or concepts to deepen your understanding.

    Conclusion

    AI prompts are like a powerful tool in your development toolkit, helping you write code faster, debug more efficiently, and manage your Salesforce environment with ease. By incorporating AI into your daily work, you can save time, reduce errors, and focus on the parts of your job that truly require your expertise. Start using AI prompts today, and watch your Salesforce development process become smoother and more efficient.

    22Aug, 2024
    Holiday Notifications

    Holiday Notifications: Automate Delay Alerts for Case Creation in Salesforce

    Why Automate Holiday Notifications?

    During holidays, our support team might have fewer staff or take longer to respond. An automated notification system can help by letting customers know in advance about possible delays. This helps manage their expectations, makes their experience better, and reduces the chance of them getting frustrated.

    Setting Up Your Holiday Auto-Responder in Salesforce

    Here are the steps to identify if a case is created on a holiday and notify the customer about a possible delay:

    – Create a Flow
    – Apex class
    – Email Template
    – Email Alert

    1. Create an Apex Class for Accessing Holiday Data

    To start, we need an Apex class that interacts with the standard `Holiday` feature. This class will allow us to check if a given date falls within a holiday period.

    Apex Class Example:

    				
					public class HolidayHandler {
   
   // Method to get all holidays
   public static List<Holiday> getHolidays() {
       List<Holiday> holidays = [SELECT Id, Name, StartDate, EndDate, Description FROM 
       Holiday];
       return holidays;
   }
   
   // Method to get holidays within a specific date range
   public static List<Holiday> getHolidaysWithinRange(Date startDate, Date endDate) {
       List<Holiday> holidays = [SELECT Id, Name, StartDate, EndDate, Description 
                                  FROM Holiday 
                                  WHERE StartDate >= :startDate AND EndDate <= :endDate];
       return holidays;
   }
   
   // Method to check if a given date is a holiday
   public static Boolean isDateHoliday(Date dateToCheck) {
       List<Holiday> holidays = [SELECT Id FROM Holiday WHERE StartDate <= :dateToCheck 
       AND EndDate >= :dateToCheck];
       return !holidays.isEmpty();
   }
}
    2. Create an Email Template

    1.Navigate to : Setup > Email Templates.
    2. Create a New Template : Name it “Holiday Auto-Responder Template”.
    3. Draft the Conten : Write an email informing requesters about potential delays due to holidays. Include placeholders for personalization.

    3. Set Up a Flow for Holiday Auto-Responder
    1. Navigate to : Setup > Flows.
      2. Create a New Flow : Select Record-Triggered Flow.
      3. Choose Object : Select Case (or your custom ticket object).
    Flow Configuration:

    Trigger :
    – Set the flow to trigger when a case is created or updated.

    2. Add Decision Element :
    – Use a “Decision” element to determine if the case date falls within any holiday period.
    – Call the Apex method “HolidayHandler.isDateHoliday({!Case.CreatedDate})”.

    3. Add Apex Action :
    – Add an “Apex Action” to call “HolidayHandler.isDateHoliday”.
    – Pass the case creation date or relevant date to this action.

    4. Create Email Alert Action :
    – Add an “Action” element for “Email Alert”.
    – Select the “Holiday Auto-Responder Template”.
    – Set the recipient to “Case.ContactEmail” or the relevant field.

    4. Test and Validate
    1. Save and Activate : Ensure the flow is active.
      2. Create Test Cases : Simulate cases during holiday periods to verify the auto-responder.
      3. Verify Email Delivery: Ensure that emails are sent with the correct holiday notification message.
    Conclusion

    Automating holiday delay notifications in Salesforce helps maintain transparency with your customers and ensures they are informed about potential delays during the holiday season.

    6May, 2024
    Data Security Model in Salesforce

    Levels of Data Access

    • Org
      1. authorized users
      2. set password policies
      3. limit logins to certain hours and locations.
      4. IP ranges
    • Object : prevent users from CRUD any records of that object.
      1. Create
      2. Read/View
      3. Update/Edit
      4. Delete
    • Field : restrict access to certain fields, even if a user has access to that object.
    • Record
      1. Organization-wide defaults
      2. Role hierarchies
      3. Sharing rules
      4. Manual sharing

    Controlling Data Access with the Salesforce Platform

    Layer 1: Object-level-security

    It prevents users from CRUD any records of that object.

    • Create
    • Read/View
    • Update/Edit
    • Delete

    We can set object permissions with

    • Profiles
    • Permission sets

    Users can have only one profile, but they can have multiple permission sets.

    Profile

    A user’s profile determines the objects they can access and the things they can do with any object record (such as create, read, edit, or delete).

    Managing Profiles

    Setup > Quick Find box > Profiles > Click the profile you want to view

    Create a Profile

    The easiest way to create a profile is to clone an existing profile that’s similar to the one you want to create, and then modify it.

    Setup > Quick Find box > Profiles

    Assign a Profile

    Make sure the Enhanced Profile User Interface is enabled in User Management Settings.

    Setup > Quick Find box > Users > Edit > Select profile > Save

    Permission sets

    Permission sets grant additional permissions and access settings to a user.

    Managing Permission Sets

    Setup > Quick Find box > Permission Sets >

    Best Practice

    Always use profiles to grant the minimum permissions and settings that all users of a particular type need. Then use permission sets to grant more permissions as needed. The combination of profiles and permission sets gives you a great deal of flexibility in specifying object-level access.

    Layer 2: Field-level-security

    It restricts access to certain fields, even if a user has access to that object.

    Field settings can be applied by modifying

    1. profiles
    2. permission sets
    3. Field Accessibility menu in Setup
    Restrict Field Access with a Profile
    1. Turn on Enhanced Profile User Interface

    Setup > Quick Find box > User Management Settings > Turn on Enhanced Profile User Interface

    1. Setup > Quick Find box > Profiles > Click profile want to change > Click Object Settings > Select object > Edit > Under Field Permissions, specify access you want for users with this profile > Save
    Add Field Access with a Permission Set

    Setup > Quick Find box > Permission Set > Object Settings > Select & Edit > Field Permissions > Click Manage Assignments > Select the users > Click Add Assignments > Done

    Layer 3: Record-level security

    We control record-level access in four ways.

    They’re listed in order of increasing access:

    • Org-wide defaults

    specify the default level of access users have to each other’s records

    • Role hierarchies

    ensure managers have access to the same records as their subordinates

    • Sharing rules

    automatic exceptions to org-wide defaults for particular groups of users, to give them access to records they don’t own or can’t normally see

    • Manual sharing

    record owners give read and edit permissions to users who might not have access to the record any other way.

    Set Org-Wide Defaults Sharing

    It specifies the baseline level of access that the most restricted user should have.

    Setup > Quick Find box > Sharing Settings > Edit (in the Organization-Wide Defaults area) 

    > Select the default internal access and default external access (For each object) > Deselect Grant Access Using Hierarchies (To disable automatic access using your hierarchies) > 

    Create Role Hierarchy
    • It works together with sharing settings
    • By default, the Grant Access Using Hierarchies option is enabled for all objects.
    • Setup > Quick Find box > Sharing Settings > Edit (in the Organization-Wide Defaults area) > Select/Deselect Grant Access Using Hierarchies (To enable/disable automatic access using your hierarchies) 
    • Setup > Quick Find box > Roles > click Set Up Roles (at the bottom of the page) > Add Role > Assign Users to Role 
    Sharing Rules

    Sharing Rules can be defined

    • for a single public group, role, or territory.
    • for a role plus its subordinates or for a territory plus its subordinates.

    Setup > Quick Find box > Sharing Settings >  Manage sharing settings > Choose object > Sharing Rules > New > Rule type: based on the owner / based on criteria > Select records to be shared > Select users > Select a sharing access setting > Click Save.

    Audit System
    • Record Modification Fields
    • Login History
    • Field History Tracking
    • Setup Audit Trail
    8Mar, 2024
    Lifecycle Hooks In LWC: Best Practices And Tips

    Lifecycle hooks in LWC are predefined special methods that are called to get involved at different stages of a component’s journey/lifecycle.

    In LWC, the following lifecycle hooks are available:

     1.constructor():

    1. The constructor() method fires when a component or its instance is created.
    2. The constructor flows from parent to child.
    3. This method is called when a component is created, but before it’s inserted into the DOM. It’s a good place to set initial state and default values and to set up event listeners.
    4. Syntax:
    				
					constructor() {
        super();
        console.log('constructor');
    }

    2.connectedCallback(): 

    1. This method is called when a component is inserted into the DOM. 
    2. These hooks flow from parent to child. You can’t access child elements from the callbacks because they don’t exist yet.
    3. It can fire more than one time.

      It’s a good place to perform setup work that requires interaction with the DOM API, such as fetching data or setting up a third-party library.

    3.disconnectedCallback():

    1. This method is called when a component is removed from the DOM.
    2. It flows from parent to child. We can’t access child elements from the callbacks because they don’t exist yet.

      It’s a good place to perform cleanup work. Use disconnectedCallback() to clean up work done in the connectedCallback(), like purging caches or removing event listeners.

    4.renderedCallback():

    This is called after every render of the component.

    1. This lifecycle hook runs after the first `connectedCallback()` and whenever the component rerenders.
    2. Avoid adding code that could change the component, because it might trigger another `renderedCallback()`.
    3. Use
      • We can set the properties but Use getters and setters instead.
      • We can access the elements owned by component.
      • We can call an apex method inside the renderedcallback() method.
      • We can create and dispatch custom events from method.
      • We can make call to uiRecordApi inside the method Salesforce.

    5.error Callback(error, stack)

    1. This lifecycle hook is called when a descendant component throws an error in one of its lifecycle hooks.
    2. It receives the error and the stack trace as parameters.
    3. It creates an error boundary component that captures errors
    4. It captures errors that occur in the descendant’s lifecycle hooks or during an event handler declared in an HTML template.
    5. The error argument is a JavaScript native error object, and the stack argument is a string.

    Here’s an example of how these might be used in a component:

    				
					import { LightningElement } from 'lwc';

export default class LifecycleDemo extends LightningElement {
    constructor() {
        super();
        console.log('constructor');
    }

    connectedCallback() {
        console.log('connectedCallback');
    }

    disconnectedCallback() {
        console.log('disconnectedCallback');
    }

    renderedCallback() {
        console.log('renderedCallback');
    }

    errorCallback(error, stack) {
        console.log('errorCallback');
    }
}

    In this example, each lifecycle hook just logs a message to the console when it’s called. In a real component, you’d replace these with your own implementation.

    4Mar, 2024
    Setting Up Development Environment

     

    • Installation of Salesforce CLI
    • Installation of VS Code
    • Installations of Extensions (Salesforce Extension Pack)
    • Creation of Salesforce Developer Account
    • Setting up My Domain
    • Enable Dev Hub
    • Create a Scratch Org

    Example:   (CTRL + shift + P)    –>Command Pallet 

    1. Create a Project ———>Standard—->alias Name—->Select Folder/Location
    2.  Edit: definition-file config/project-scratch-def.json —–> “hasSampleData”: true,
    3. Authorize a Dev Hub   ————> By pressing Enter: Select default option —->alias+dev-hub
    4. Create a Scratch Org ———–> Give any alias name—–>Days:30
    5. Open Default Org ————> check
    6. Create Lightning Web Component ————>
    7. Create an Apex Class
    8. SFDX: Deploy Source to Org / SFDX: Push Source to Default Org

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

    20Dec, 2023
    Power of Generative AI in Salesforce

    Generative AI is a type of AI that generates output from the input provided to it by the user. Generative AI can learn and improve automatically without needing human help, to be more precise; for example, if a user is providing input that “give me the image of the cat or generate the image of the cat,” at that time, the AI will go through stuff and all the images of the cats around and based on that it will create new cat image for us and also it will add all the features according to user’s requirement.

    Generative AI also updates itself from the feedback we provide. For example, if we ask AI to generate an image of a cat, and the picture given in the output doesn’t look like a cat, and you provide specific feedback for that, it will learn from your feedback and will update its output better than the previous one.

    Generative AI differs from Adaptive AI:

      Generative AI is different from Adaptive AI. Adaptive AI focuses on learning and adapting from data to enhance decision-making and process optimization.

    Generative AI include:
    • Machine Learning techniques such as:
    • Deep learning, Neural networks, GANs, VAEs, and LLMs.
    • Generative AI is used in Image synthesis, Text generation, and Video prediction.
    Generative AI works:

    It works on two main aspects

    • Generative Adversarial Networks (GANs)
    • Variational Autoencoders (VAEs).
    How AI is revolutionizing the world of Salesforce?

      Are you curious about how AI is revolutionizing the world of Salesforce? Let’s dive into the fascinating ways in which AI is being utilized in Salesforce to boost productivity and enhance customer experience.

    Salesforce Einstein:

      Salesforce introduced Einstein in 2016, an AI-powered feature set across its various Clouds like Sales Cloud, Service Cloud, Marketing Cloud, etc. It included capabilities such as predictive lead scoring, automated email responses, and predictive analytics to help users make data-driven decisions.

    Einstein Vision: 

      Einstein Vision was introduced in 2017, to bring image recognition capabilities to Salesforce. It enabled users to build and train custom image recognition models for tasks like; identifying products and objects within images.

    Einstein Voice: 

      Salesforce introduced Einstein Voice in 2018, leveraging natural language processing (NLP) for voice commands and transcriptions. This allowed Salesforce users to interact with Salesforce using voice commands and receive insights through natural language interactions.

    Integration with IBM Watson:

       Salesforce collaborated with IBM Watson in 2018, to integrate advanced AI capabilities into its offerings. The main purpose of this partnership was to enhance customer relationship management (CRM) by leveraging IBM’s Watson for deeper insights and cognitive analytics.

    Einstein Bots:

      Einstein Bots were introduced in 2018, to automate routine customer interactions using chatbots. These bots could manage common queries, freeing up human agents to focus on more complex tasks.

    Acquisition of Tableau:

      Salesforce’s acquisition of Tableau was in 2019 to strengthen its analytics capabilities. Tableau’s advanced analytics and visualization tools enhanced Salesforce’s AI offerings, providing users with powerful insights.

    Einstein Analytics:

      Salesforce introduced updates to Einstein Analytics in 2020, bringing more sophisticated analytics and machine learning capabilities to help users uncover insights, predict outcomes, and make smarter decisions.

    Hyperforce:

    Salesforce’s Hyperforce initiative in 2020, is not AI-specific and emphasizes the importance of cloud infrastructure in supporting AI and machine learning workloads at scale.

    Einstein Automate:

    Salesforce announced Einstein Automate in 2021, a set of tools and services aimed at automating workflows and business processes. Einstein Automate includes capabilities such as Flow Orchestrator and MuleSoft Composer for no-code and low-code automation.

    Incorporation of External AI Solutions:

    Salesforce has integration of external AI solutions through its AppExchange marketplace, allowing users to leverage third-party AI technologies seamlessly within the Salesforce environment.

    Einstein GPT:

    Einstein GPT is a super-smart assistant that helps people using Salesforce. It uses two kinds of brains:

    • Salesforce’s Smart Brain: It is like the secret sauce made by Salesforce. It helps the assistant understand and work with your company’s information in Salesforce.
    • OpenAI’s ChatGPT Brain: It is great at understanding and talking in a way that feels natural, like chatting with a helpful friend.

    With your own super-secret brain, Einstein GPT is cool with that too! It can work alongside your special brain to make things even more amazing.

    Imagine this – you’re sitting in front of your computer, trying to find the answer to a burning question, but you don’t have the time or patience to sift through countless search results. Well, that’s where your trusty AI-powered assistant (Einstein GPT) comes in! By simply asking it a question in plain English, you’ll get a tailor-made response that’s both smart and efficient. It’s like having a genius helper right at your fingertips – now who wouldn’t want that?

    Want to learn more about Salesforce GPTs?

    Well! Here is a guide for you!!!

    Sales GPT:

    A super tool that makes your website a lead-catching wizard. It checks out the leads and hands them over to the right people in a flash. 

    Features of Sales GPT :
    • Lead generation:
               It turns a website into a lead-generation machine
    • Lead qualification:
        It quickly qualifies and passes leads to reps
    • Personalized emails:
        It  generates personalized emails automatically
    • Sales coaching:
        It provides personalized coaching and insights
    • Team collaboration:
               It keeps the entire team connected
    Service GPT:

      It is a game-changer for organizations seeking to elevate service experiences across the board, extending from contact centers to on-field operations—all while optimizing costs.

    This super tool makes talking to customers a breeze:

    Service Replies:

      It works like an instant-reply wizard. It quickly generates personalized responses for customers using the newest info. It means problems get solved faster and there are fewer mistakes. Happy customers all around!

    Work Summaries:

      Think of it as a case superhero. It takes all the details and history and turns them into easy-to-understand summaries. So, when Service agents jump in, they get the whole picture fast and can save the day quicker.

    Knowledge Articles:

      It auto-generates and updates articles based on the latest real-time data from support interactions.

    Mobile Work Briefings:

      It prepares field service teams for every appointment by summarizing critical information before they arrive, helping them work more efficiently.

    Marketing GPT:

      Think of these tools as your creative sidekick for making emails and commerce a breeze:

    • Email Content Creation:
       Creates personalized and special emails.
    • Segment Intelligence for Data Cloud:
             Acts as a data detective, analyzing different groups (segments) to understand their preferences.
    • Rapid Identity Resolution, Segmentation, and Engagement:
      Quickly identifies and categorizes individuals, ensuring tailored engagement.
    • Intelligent Segment Creation:
             Creates groups based on various criteria.
    • Smart E-mail Content Development:
      Develops attention-grabbing and engaging email content.
    • Typeface Generative AI Content Platform:
      Generates stunning AI-driven content with perfect typefaces.
    • Goals-based Commerce:
      Assists in setting and planning goals for a successful business strategy.
    • Dynamic Product Descriptions:
      Crafts irresistible product descriptions.
    • Commerce Assistant:
       Acts as a personal assistant, guiding through the entire commerce process. 
    Commerce GPT:

    It is a revamped version of Salesforce Commerce Cloud that uses Generative AI to personalize shopping experiences for customers. It delivers an AI-connected user interface that accelerates new storefront creation and guidance toward goals. Commerce GPT is your magical assistant for business:

    • Increased Customer Engagement:

      It’s just like a personal shopper for each customer. Commerce GPT creates special experiences by suggesting products, improving search results, and making checkout a breeze. Result? Customers are super happy, and sales shoot up!

    • Improved Customer Satisfaction:

    Your support superhero! It helps customers by answering questions, solving issues, and suggesting cool products. This means happy customers who stick around.

    • Tableau Pulse:
      Your analytics autopilot. Tableau Pulse brings automation to analytics, making it faster and more efficient.
    • Data Cloud Integration:
      Imagine all your data working seamlessly together. Data Cloud integration ensures that different data sources connect smoothly, providing a unified and comprehensive view.
    • Reduced Costs:

    Meet your cost-saving wizard. Commerce GPT does the boring stuff like creating promotions, writing product descriptions, and answering routine questions. This leaves businesses more time to focus on big dreams and making more sales. Efficient and cost-effective!

    Tableau GPT

    As part of Salesforce’s business intelligence updates:

    20Dec, 2023
    Supercharge Your Productivity with Salesforce CLI

    Meet the Salesforce Command Line Interface (CLI), a free tool designed to make things easy! It helps both developers and admins by simplifying tasks on the platform. 

    This guide will show you how to download, install, and use the Salesforce CLI in simple steps. Let’s make things smoother for everyone!

    What is Salesforce CLI?

    It is a command-line interface that simplifies development and build automation when working with Salesforce Org.

    • It is based on an open-source framework (oclif) for building command-line interfaces in Node.js.
    • You can run it on your local machine or continuous integration (CI) system.
    • It supports the installation of custom plugins.
    • It can interact with tools such as Git
    It is used to:
    • create and manage Orgs
    • synchronize sources to and from Orgs
    • create and install packages
    • execute scripts
    • create directories 
    Salesforce CLI Versions:
    • sfdx v7 (Old)
    • sf v2 (New)
    Prepare Your Development Environment

    Before diving into the CLI installation process, ensure the following prerequisites.

    Installing Visual Studio Code
    Installing Visual Studio Salesforce Extensions
    • Open the Visual Studio Code click on the View menu and then choose Extensions.
    • In the search box, Enter “Salesforce Extension Pack”.
    • Click Install.
    • When the Salesforce Extensions Pack is installed, relaunch VS Code.

    Set Up Node.js
     Install npm
    • In Visual Studio Code, click Terminal  >   New Terminal
    • Run the command: npm install npm@latest -g
    Java Platform, Standard Edition Development Kit

    Some features in Salesforce Extensions for Visual Studio Code depend upon the Java platform: Standard Edition Development Kit (JDK). 

    You need to install version 11 or version 17 of the JDK. 

    You need to install the latest version of the Java 11 JDK from Java 11 Downloads or Java 17 from Java 17 Downloads.

    Enable Dev Hub
    1. Log in to Your Salesforce Org
    2. Go to Setup.
    3. Search for “Dev Hub” in the Quick Find Box.
    4. Click on “Dev Hub”
    5. Enable Dev Hub and Save Changes.
    6. Wait for Activation, it might take a few minutes.
    Install the Salesforce CLI
    • Download the CLI from Official Link https://developer.salesforce.com/tools/salesforcecli 
    • Install and confirm the CLI is properly installed.
    • In Visual Studio Code, click Terminal  >  New Terminal.
      Verify that the CLI version is up to date by running a command.: sf update
    sf –help

    To check and update the latest version of Salesforce CLI

    sf commands

    It will give all available commands.

    sf org login

    Log in to a Salesforce org using the web server flow.

    sf org login web -d -a DevHub

    sf org open

    Open your default scratch org, or another specified org, in a browser.

    sf search

    Search for a command.

    sf org logout

    Log out to a Salesforce org.

    Did you know that there are tons of useful command details in your VS Code Terminal? Just type “sf commands” in Terminal and you’ll be amazed at the long list of commands available to you. From basic to advanced, there’s something for everyone. So why not give it a try and see what you can discover?

    12Aug, 2023
    What is Copado?
     
    Copado is an end to end dev-ops solution built natively on Salesforce. Copado helps customer manage every part of the development lifecycle.

    It provides features such as Automated Deployment, Version Control, Schedules Metadata Backup, Automated Regression Testing. Copado can be installed in a Salesforce Org. Copado can be used to implement Agile, improve Quality Check, improve collaboration and Integration with GIT. Copado offers static code analysis suing PMD, SonarQube or CodeScan.

    Copado features:

    ✩ Version Control & Backup: Identify changes in every release, schedule backups of metadata, and quickly restore previous versions.

    ✩ Connect Any Org: Deploy metadata between any sandbox, production, testing, or scratch org-and
    connect git repositories.

    ✩ Continuous Integration & Automation: Setup C processes and deploy automatically on a schedule or by a webhook trigger.

    ✩ Team Collaboration & Sharing: Share changes with team members and ensure everyone is aligned with in-app chat and notifications.

    Copado dev-ops supports

    ✩ Salesforce

    ✩ Vlocity

    ✩ Mulesoft

    ✩ Heroku

    ✩ Veeva

    ✩ Ncino

    ✩ Salesforce CPO

    ✩ Google Cloud

    ✩ Cloudcraze

    ✩ Clariti

    ✩ Conga

    28Mar, 2023
    Improve Performance of SOQL Queries using a Custom Index

    SOQL queries must be selective, particularly for queries inside triggers for the best performance. To avoid long execution times, non-selective SOQL queries may be terminated by the system.

    Selective SOQL Query Criteria

    A query is selective when one of the query filters is on an indexed field and the query filter reduces the resulting number of rows below a system-defined threshold. The performance of the SOQL query improves when two or more filters used in the WHERE clause meet the mentioned conditions.

    Custom Index Considerations for Selective SOQL Queries

    The following fields are indexed by default:

    • Primary keys (ID, Name, and Owner fields).
    • Foreign keys (lookup or master-detail relationship fields).
    • Audit dates (such as SystemModStamp). 
    • Custom fields marked as External ID or Unique.

    A Custom Index can’t be created on these types of fields:

    • Multi-select Picklists.
    • Currency fields in a Multicurrency Organization.
    • Long text fields. 
    • Binary fields (fields of type blob, file, or encrypted text). 

     

    Examples of Selective SOQL Queries   

    To better understand whether a query on a large object is selective or not, let’s analyze some queries. For these queries, we will assume there are more than 200,000 records (including soft-deleted records, that is, deleted records that are still in the Recycle Bin) for the Account sObject.


    Query 1:

    SELECT Id FROM Account WHERE Id IN (<list of account IDs>)

    The WHERE clause is on an indexed field (Id). If SELECT COUNT() FROM Account WHERE Id IN (<list of account IDs>) returns fewer records than the selectivity threshold, the index on Id is used. This will typically be the case since the list of IDs only contains a small amount of records.


    Query 2:

    SELECT Id FROM Account WHERE Name != ''

    Since Account is a large object even though Name is indexed (primary key), this filter returns most of the records, making the query non-selective.

    Query 3:

    SELECT Id FROM Account WHERE Name != '' AND CustomField__c = 'ValueA'

    Here we have to see if each filter, when considered individually, is selective. As we saw in the previous example the first filter isn’t selective. So let’s focus on the second one. If the count of records returned by SELECT COUNT() FROM Account WHERE CustomField__c = ‘ValueA’ is lower than the selectivity threshold, and CustomField__c is indexed, the query is selective.

    Query 4:

    SELECT Id FROM Account WHERE FormulaField__c = 'ValueA'

    The following rules have to be true in order to index a Formula Field:

    • The formula contains fields from a single object only (not relationship fields).
    • The formula field doesn’t reference any non-deterministic functions (e.g. SYSDATE).
    • The formula field doesn’t reference any non-supported fields for including in indexes.  This list isn’t documented anywhere specifically (there are lots of special cases), but in Spring 12(176), createdById was non-supported, but in Summer 12 (178), it is supported.  Same story for CreatedDate.
    • The formula field doesn’t contain references to Primary Keys (e.g Id) 
    • The formula field does not use TEXT(<picklist-field>) function
    • If the formula references any Lookup fields, the field must not have the option “What to do if the lookup record is deleted?” set to “Clear the value of this field.”

     

     

     

    1Jan, 2023
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