Steps to Enable Event Monitoring dashboards in PROD/Sandbox

Hello!!

I am going to produce the steps to Enable Event Monitoring dashboards in Salesforce Sandbox /Production Environment….

Pre-Requisite: >> Enable Analytics >> Setup >> Analytics >> enable Analytics (This is a major step without this you won’t see analytics studio app)

  1. Setup >> Event Monitoring >> Enable Login Forensics and Event Log File Integration with Event Monitoring Analytics App
  • Open Analytics studio app >> Click on that and a new tab will open (FYI., pop up from browser might block this so set it to allow)
  • Create >> Click on it
  • Follow the below screen steps
  • You will see steps 1 to 5 don’t change anything except the no. of days to 30
  • Name the App “Event Monitoring App”
  • The app will run and you will see the below screenshot and an email will be sent once its ready.

Hope you got all the details!

Anil B [03/03/2019]

Email Quick Action missing in Feed Tab

In this post, I am going to provide you with the steps to debug the issue: Email Quick Action missing in the feed Tab…

  1. Login to salesforce Sandbox (www.test.salesforce.com) or Production org
  2. Navigate to the app (ex. Service console) using app launcher
  3. Open Case page and check if the quick action is visible
  4. Follow the below steps only if quick action is not visible
  5. Setup>>Object Manager>>Case object>>Case Page Layouts>>check if the quick action is added to the case page layout
  6. Drag and Drop the quick action into the layout and click save
  7. Even now if the quick action is not visible now then please follow the below steps
  8. Setup>>Administer>>Email Administration>>Deliverability>>Set Access to Send Email (All Email Services) to All Email>>Click Save.
  9. FYI., Screenshot for reference

Anil B[03/03/2019]

EINSTEIN ANALYTICS

In this Post, I would like to get the most important points on the Einstein Analytics to this Blog, through which one can understand it’s significance in improving the Business.

  1. Work with a platform you can trust
  2. Save on expenses
  3. Get set up quickly
  4. Cut out the fluff
  5. Customize your solution
  6. Enjoy built-in support
  7. Integrate your data
  8. Integrate with the entire Salesforce ecosystem
  9. Easily explore customer data from every source
  10. Bring your people together
  11. Unify your goals
  12. Collaborate from the dashboard
  13. Generate presentation-worthy visuals
  14. Be a part of the conversation
  15. Put it all into context
  16. Never be out of reach
  17. See team performance
  18. Access relevant KPIs
  19. Track call-center efficiency
  20. Chart changes
  21. Become a better coach
  22. Empower your teams to analyze themselves
  23. Eliminate the holes in your campaigns
  24. See the big picture
  25. Eliminate borders
  26. Find the devil in the details
  27. Predict the future
  28. Reduce churn
  29. Focus on the right leads
  30. Evaluate your lead sources
  31. Recognize your biggest wins
  32. Optimize the customer experience
  33. Dive deeper
  34. Present the right message
  35. Be your own data analyst
  36. Take instant action
  37. Make B2B marketing your speciality
  38. Understand the brand experience
  39. Set your priorities
  40. Evaluate your accounts
  41. Connect with your agents
  42. Review your service backlog
  43. Integrate with third-party applications
  44. Go mobile
  45. Optimize your pipelines
  46. Automate your analysis efforts
  47. Enjoy the highest level of data security
  48. Push the limits
  49. Gain deeper visibility into your business
  50. Keep up the pace                                                                                                                                                                                         – Sumanth A[01/04/19]

Salesforce lead Queues

In Salesforce, Queues think about the board and relationship of records in Leads, Cases, and custom things. Lead Queues are particularly helpful in light of the fact that they license you to channel a social occasion Leads into a line reliant on a particular principles whereby customers in that line can ensure obligation regarding Leads. For example, you can make a Lead Queue to fitting as of late made Leads or those got from web by region/a territory (West Coast, North Pacific…etc) Today, I’ll be giving an associate on how with make a Leads Queue.

CREATION OF  TERRITORIES OR REGIONS:

First, we’re going to create a queue for each region.

To get started, go to Setup> Administration Setup> Manage Users> Queues and click New.

Name the Queue and on the other hand, you can assign an email address unequivocal for the line; customers in that line will get invigorates on exercises.

Next, pick the thing you have to make the line in.

Next, assign users to the queue. Alternatively, you can assign a Group of users to a queue. Then click Save.

ASSIGNING RULES FOR LEAD QUEUES

Now that you’ve built the queue, it’s time to create rules to automatically assign users to the appropriate region/territory queue. Go to Setup> Customize> Leads> Assigning Rules and click “New”. In Assignment Rules, you can prioritize the order of rules.Assigning Rules will run on an ascending order.

First, set the order of the rule.

Enter the criteria on which you want the Assignment Rule to apply
If you have multiple rules and depending on the logic, you can modify the logic of the rules right under the list.

Finally, enter the name of the queue you want the records with the above criteria to go to. click Save.

And now, users assigned to the queue can have a list view of all records in that queue where they can assign ownership accordingly. Only those users and users of higher hierarchy will have access to that list view.

Chandra V [11/26/2018]

How to Speed Up Internal Approval Processes in Salesforce

Without a standard procedure for inside endorsements, individuals may convey statements and agreements without approving the substance and what is being offered – from cost to the capacity to convey the proposed arrangement. Also, with no power over what statements and agreements are being conveyed, it is hard to oversee related dangers and vulnerabilities. Without appropriate procedures, making deals records requires a ton of manual work which is inclined to mistakes – and will require rounds of manual checking on for acknowledgment. So how might you accelerate inward endorsement forms? We take a gander at a couple of approaches to assist you with getting that green light quicker inside.

Implement thresholds

Before you can fabricate a normalized procedure for inward endorsements, you ought to consider the limits that really require an endorsement. So decide when things over a specific limit need more marks or approvers and assemble your procedure around these. By making limits for things over an edge you’ll wipe out bottlenecks that can back off citing and contracting. In addition you can give more opportunity to your groups to carry out their responsibility viably.

Speed up the flow of a document in an organisation

At the point when you have to get an endorsement for a statement or agreement, the speed of which you can get the archive through the different phases of endorsements is vital. Dealing with the coordinations of getting the report to the perfect individuals is significant and how you do this has an enormous ramifications on the speed.

Messages, gatherings and calls are on the whole legitimate methods of getting an endorsement yet some agony can be brought about by the following side of these. How would you make a point to keep track on who’s endorsed and what? At the point when you spare messages and meeting notes, it might be hard to locate these later on and sharing these may bring considerably more difficulties.

So what can you do to speed up the flow of a document in an organisation? The answer is a well-thought workflow. It will streamline the time it takes to coordinate the approval process by managing and tracking the different stages of the process. You can use workflows to send reminders, track responses, request changes and create a record of the entire internal approval process for future reference.

Setting up quote and contract approvals

Construct your work processes as indicated by the business rules. A case of an agreement endorsement process is one where any agreement must be affirmed by the top of a division before it moves onto the monetary group and from that point to the lawful group for audit. The archive moves along the procedure, and as and when each gathering favors or updates it, the report is put away halfway in for instance contract database and consequently refreshed with the goal that just a single variant of the agreement is accessible and that it is consistently state-of-the-art. When all gatherings have affirmed the archive, it is come back to the first proprietor of the report and is currently fit to be conveyed.

-Chandra V [11/04/2018]

Email Template on Custom Object

Custom Object Not Showing Up in the Select Field Type Drop Down.

I faced this problem, the Custom Object was not showing in the drop down list. Since, there was a Standard object with the same name.
When I try to merge the Fields in the Email Template I was looking at the standard object fields.

Example:                 Case                      Standard Object
Case__c              Custom Object

How I resolved:

Just change the label of the Custom Object. This brings out the custom object in the drop down list of the Select Field Type.


Now you can merge the required fields into the Email Template

– Chandra [10/12/18]