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New Delhi Salesforce News and Updates: Week #106

React Native Mobile App with Tableau Embedded

This mobile app demo (which we branded “Eureka Finance”) aims to showcase a simple use case: the senior leadership of a business seeks to access crucial business data to facilitate the making of executive decisions. While we crafted our example for a finance business, this use case is applicable to any industry. We hope that our experience will show you the “art of the possible” when creating your own custom mobile apps using React Native and bringing in useful datasets for your own business apps.

How To Deliver a Successful Product Launch

Your brand has a new product on the way. Your marketing team has spent months partnering with product management to understand the roadmap and build messaging and positioning. Now it’s time for the fun part: telling the world about this new innovation with a product launch.

Salesforce defines a product launch as announcing a new offering to the public. Launches are an opportunity to tell a compelling story about your product, not just about its functionality but also the impact it will have on people. 

How To Create a Great Voice and Tone for Your Brand

If you’re going to create content for your customers, prospects, and partners, then it needs to sound like it all came from the same company. When you have an established voice and tone for your brand, and you use it consistently, you build trust with your audience.

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New Delhi Salesforce News and Updates: Week #105

Introducing ShadowRealm

The Standards and Web Platform team at Salesforce is championing the creation new features running natively in the web browsers. This post will describe how the new EcmaScript’s ShadowRealm API will improve Salesforce’s security and integrity mechanisms, and how it can be used as a building block for virtualization frameworks, such as the Lightning Web Security.Code.

Introduction to Real-Time Event Monitoring

Event monitoring gives you the ability to see how users are interacting with Salesforce in a whole new way. In today’s world, a large number of security threats can come from inside your organization. Your users may have access to lots of sensitive customer information that is susceptible to theft or unauthorized access.

Using Private Connect to Securely Connect Salesforce and AWS

In our Introducing Salesforce Private Connect blog post, we learned about our customer’s challenges and the benefits of Private Connect. In short, businesses need data from multiple clouds to operate. However, connecting data over those clouds in a secure and compliant way can be time consuming, manual, and error-prone.

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New Delhi Salesforce News and Updates: Week #104

Use the Apex Replay Debugger to Streamline Your Debugging Workflow

Previously, developers had to perform multiple tasks to run the Apex Replay Debugger, which was time consuming and laborious. Good news! Starting in February 2022, we streamlined the SFDX: Launch Apex Replay Debugger with Current File command, and it now works without needing to leave Visual Studio Code.

AMPscript for New Marketing Cloud Developers and Admins

AMPscript is Marketing Cloud’s proprietary scripting language that helps marketers enhance how they communicate with customers. It can be embedded within HTML emails, text emails, landing pages, SMS messages, and push notifications from MobilePush.

How to Work With Pardot’s New Tracking & Consent JavaScript API

The data privacy landscape is constantly changing, and to add further complexity for developers, every company has its own security needs and requirements. Pardot’s new Tracking & Consent JavaScript API gives developers greater flexibility and control over how and when user tracking takes place.

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New Delhi Salesforce News and Updates: Week #103

Prepare for Legacy API Retirement in Summer ’22

In Summer ’22 (June), Salesforce will retire legacy SOAP, REST, and Bulk APIs ranging from versions 7.0 through 20.0. As a consequence, these legacy APIs, and the custom integrations that rely on, them will cease to function after the release.

In this post, we’ll present Salesforce’s plan for legacy API retirement. We’ll provide resources, such as a utility script and instructions, to help you identify whether or not you are impacted. You’ll get tips on how to upgrade integrations that use legacy APIs and guidance on how to plan for the future.

TrailblazerDX ’22 for Developers

For the first time in a long time, the whole community is coming back together at TrailblazerDX ‘22! For two exciting days, admins, developers, architects, partners, entrepreneurs, and students will immerse themselves in a world-class learning experience. And for the first time ever, we’re bringing together developer communities across Salesforce, Slack, MuleSoft, and Tableau.

Heroku Data in Salesforce Functions

Today, we’re happy to tell you that we’ve added a new feature that enables stateful function invocation using Heroku Data products. It’s a simple feature that lets your functions securely access Heroku Data products, including Heroku Postgres, Heroku Kafka, and Heroku Redis directly from your function.

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New Delhi Salesforce News and Updates: Week #102

Best Practices for Building a User Request Management App from the Community

As a Salesforce Admin, you have a lot of different tasks every day. One of the most common content tasks is to take user requests for changes. The sheer amount of requests can become overwhelming and hard to keep track of on top of all the other responsibilities you have.

Admins build apps to help users get work done more efficiently and solve business problems. Why not build yourself an app to get your work done more efficiently and solve your own business problem?

How to Use TypeScript with Salesforce – Part 2

Currently, Lightning Web Components (LWC) has limited support for TypeScript. It is not possible to do type checking between the JavaScript file and HTML template or to do type checking between components. For example, there is no way to ensure that the property types passed from a parent component will match the expected type in the child component. Also, TypeScript files (*.ts) present in an LWC bundle that’s deployed to the Salesforce Platform can not be processed by the LWC platform compiler.

What’s New in Spring ’22 for the Pardot API

List management endpoints have been added to Pardot API v5, which allows for retrieving prospects related to a list, adding a prospect to a list, or removing the prospect from a list.

The examples below illustrate the endpoint usage using Python 3, however the Pardot API uses RESTful HTTP methods which can be used by any programming language or utility, like Postman or cURL. In order to follow along with the examples, the Python Requests library will need to be installed; see the Requests website on installation and usage.

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New Delhi Salesforce News and Updates: Week #101

New and Updated Flow Resources to Make Your Life Easier

Great news, Flownatics! The teams at Salesforce have been working hard to bring you new content and product innovations to help you accelerate your Flow journey. In the spirit of full transparency, we’ve created an internal committee dedicated to making the Flow learning and adoption experience easier than ever. We’ve got experts from Trailhead Content, Content Experience (CX), Admin Relations, Salesforce Credentialing, Product Management, and Product Marketing to help you get started.

Make Your Mark with Custom Emoji in Slack

Emojis in Slack can do a lot: trigger a workflow when you react (a reactji), signal you’ve finished an action item, or help you celebrate a co-worker! Finding the perfect emoji can clarify your tone and bring some fun to your conversations. And there are tons of emojis available in Slack.

Best PracticFilter Data Access with Restriction Rules

Did you know you can now filter the records available to users in a brand new way? Join me in this short video to learn how to include restriction rules in your visibility design and configuration.

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New Delhi Salesforce News and Updates: Week #100

The Savvy Marketer’s Guide to HTML Email Best Practices

A growing number of email marketing services offer templates to help even the most design-challenged among us to craft beautiful emails. Even so, when you want a completely unique and personalized email campaign, you need to break out your HTML skills to design your own email or modify a template.

This is not an easy task. Are you proud of all those great interactive elements you coded into the company website? Forget using that code. There is no central, shared email standard, which means the email you design will have to work with Gmail, Outlook, Apple iOS, and even AOL. Email clients vary dramatically in what capabilities they support, so simplicity is generally best.

Introduction to Slack for Salesforce Admins

Slack makes communicating with your colleagues easy—message anyone inside or outside your organization and collaborate just like you would in person. People can work in dedicated spaces called channels that bring together the right people and information.

Integrate your existing productivity tools—such as calendars, video conferencing, slides, and documents—to create a single experience where you can receive and send feedback without opening another app.

Slack Best Practices for Admins with Bear Douglas

Bear and her team write Slack’s API docs, create SDKs and developer tools, and run programs for their app directory partners and customer developers—including admins who may be building custom integrations for their team. “I felt like Slack had the potential to nail what it was going to be like to actually transform work,” she says, “so five years ago, I joined Slack because the platform team was the one talking about how we are going to integrate all of your tools to create an enriched experience.”

One thing they’ve found is that, for most organizations, it’s better to have more channels than fewer. “The more specific you can make a channel, the easier it is to decide whether or not you need to pay attention to that channel and at what cadence,” Bear says, “you can pick and choose what you need to be informed about in a much more granular way that actually can help with information overload.”

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New Delhi Salesforce News and Updates: Week #99

How Salesforce Admins Can Be Business Leaders with Jeff Berger

“When you’re a younger admin, you can let the business define the technology,” Jeff says, “but in 2022 technology can be a driver of the business and not the other way around.” At a bank, for example, executives are reading things about the financial industry and digital transformation, but they don’t necessarily know what’s out there or what the tech they already have can actually do.

As a product owner of the platform, it’s really important to have a vision for the future. You need to demonstrate to the organization what you could do with the tool that you already own and it’s your job to push the business a little bit. “There’s this really constructive friction between the technology and business,” Jeff says: the business thinks they know how they want to do things but that’s usually informed by how they’ve always done it. It’s your job to learn new ways to improve on business processes and push your organization to be better.

Expert Corner: Build a Great Technical Demo with Kara Callaway

“Expert Corner” is an interactive video series made for our #AwesomeAdmin community. Each episode features Salesforce Product Managers and experts sharing new and upcoming features and functionality for admins.

Join us for a chat with VP of Product Marketing, Kara Callaway. We’ll talk about lessons learned from some of the largest Salesforce product demos, how to communicate with demos, and how admins can make sure they are showing their audience the right features.

Make Slack Notifications Work for You

Slack is amazing for collaboration, but managing notifications across platforms, devices, and applications can get messy fast. Especially when you add in email, text messages, phone calls, and collaborative documents! I’m kind of getting a headache just thinking about it. I hate headaches. But you know what I love? Using technology really well. And guess what? I GOT SOME RECOMMENDATIONS.

Before we get into the thick of it, I want to emphasize the value in spending time to thoughtfully configure your notifications. Just like configuring a new feature in Salesforce, setting aside time to design how and where you want to receive notifications will end up paying off down the line.

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New Delhi Salesforce News and Updates: Week #98

5 New Videos to Help You Understand Tricky Flow Concepts

As an admin, the three types of flows you’re most likely to build are screen flows, record-triggered flows, and auto launched flows. We’ll get into more details about all three types in the short video, but below is a brief overview.

  • Screen flows require users to input information like they’re filling out a form. Use these to collect info that needs to be stored on multiple objects, or if you want the user to quickly fill out a few fields instead of an entire page.
  • A record-triggered flow fires in the background when a record changes (or is created or deleted). For example, when an opportunity closes, the flow will automatically send your team a Slack message. (Did you know it could do that? So cool!) Use these when you want something to happen without user input.
  • Autolaunched flows are frequently not launched in an auto-matic way at all. Use these when you want to launch a flow with a button on a record or the utility bar.

Go with the Flow: What’s Happening with Workflow Rules and Process Builder?

When This can be nerve-wracking news to admins who have yet to learn Flow or admins of orgs who have a lot of workflow rules or processes that will need to be migrated to Flow. How do you get up to speed with Flow? How do you move your workflow rules and processes to Flow? What is the end-of-life (EOL) timeframe? We saw these questions appear online and heard them asked live at Dreamforce in TTTC, and now we’re excited to be able to provide further guidance on what to expect going forward.

9 Low-Code Tools to Help You Grow in 2022

With the Salesforce low-code platform, #AwesomeAdmins can leverage a variety of app development, automation, and artificial intelligence (AI) tools to build digital experiences across any device. These tools enable you to click to build apps and workflows fast. But don’t just take our word for it! This year, Gartner recognized the Salesforce low-code platform as a leader in the industry.

Why is this important? We’re continuously improving and releasing new low-code tools so that you can quickly deliver the digital experiences your employees, customers, and partners need. You are the digital creators who drive growth across your entire organization. Let’s dive into the top low-code releases from 2021 that will help you grow in 2022!

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New Delhi Salesforce News and Updates: Week #97

Demystifying the Salesforce Metadata API

Various flavors of APIs are the powerhouses of the Salesforce Platform, providing for all your data and metadata needs. From REST to SOAP, and from Enterprise to Metadata, Salesforce APIs support a wide range of solutions. In order to wire up your application to Salesforce in the right way, you’ll need to understand these APIs and determine which ones can help you solve your needs. In this blog post, we’ll introduce you to the Salesforce Metadata API and delve into its importance and use cases.

Develop Functions Faster with Containerless Local Development

When we released Functions, one of the pre-requisites was to rely on Docker to start them in a container. Now, Docker is an optional dependency for developing functions — they may now be built and run on the host operating system during development. You can still run them in containers if you want, however. When deploying functions, our remote build system and our runtime all use containers.

Building a Slack App That Integrates with Salesforce: Part 4 – Local Development and Debugging

Building a Slack app that integrates with Salesforce involves some challenges, such as knowing the right integration capability to use on each case, picking the right authorization flow, and implementing it securely. This is the fourth blog post of a series in which we cover the whole process of creating a Slack app that integrates with Salesforce from scratch. Learn along with us while we build Ready to Fly, our new sample app for submitting and approving travel requests in Salesforce without leaving Slack.