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]

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]

How to add records as Favorites in Salesforce Lightning

Choose any record from the Object. For Example: Case

Click on the Star (Favorite) on the Top

Now case added to favorites list (It will be visible to only you)

This Favorite will be added to the List under the Star

You can also edit/Filter from the Favorites using the Edit Option present below the Picklist

Users can use this feature from Lightning and manage the favorites.

-Aneesh [10/10/2018]

Adding a Custom Lightning Component to the Page using Edit Page from Setup

After creating a Lightning component for the UI, we just have to drag and drop the Created component into the UI through the edit page.

Click on setup followed by Edit page

choose the Custom Component from Custom Area which is in the left. Now select the Tab where you would like to deploy the custom component and drop it.

 

Finally, click the Activation button and save the changes.


 

Now,  we can see the custom component working as expected.

-Chandra  [10/08/2018]