Tag: NitinguptaSalesforce

When it comes to email strategy and outreach, you can’t afford to be left behind. Marketers develop email best practices and personalized email campaigns that create a rich, holistic customer experience. You know email campaigns should follow the flow of the customer journey. But in my industry experience, I’ve found that too many marketers leave opportunities on the table.

Take a high-level look at your email strategy. Are your campaigns following your customer’s journey? For more clicks, more engagement, and more personalized contact with your brand, these are the three tried-and-true campaigns that every marketer should run.

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What Does Salesforce Do?

Salesforce creates and supports customer relationship management (CRM) software that helps break down the technology silos between departments to give companies a complete view of their customer everywhere they interact with your brand. When Salesforce technology is implemented, employees in marketing, sales, commerce, service, and information technology (IT) can share a single customer view from any device, anywhere in the world. We call our platform Salesforce Customer 360 because it’s a collection of powerful apps that help you see a holistic view of your customers anywhere they come into contact with your brand.

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While there are more ways than ever to stay connected virtually, the shift to remote work has left employees feeling isolated. A recent McKinsey survey found 51% of employees who left their jobs reported a lack of a sense of belonging at work. This was especially jarring for the typically extroverted sales community, where in-person, face-to-face reactions are a key component of many reps’ sales tactics.

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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 second 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.

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Inside a React Native Mobile App with Salesforce Data

In order for the Eureka Retail app to interact with Salesforce CRM data (again, the Eureka Customers custom object), I used Heroku Connect, which is an amazing add-on that easily synchronizes data between a Salesforce org and a Heroku Postgres database. As you can see in the screenshot below, I was able to easily create a mapping of the fields and records of the Eureka Customers object to a table in Postgres with just a few clicks! The first screenshot shows the mapping of the fields.

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Let’s take a look at how hooks used to work. Before our recent changes, deploy and retrieve hooks provided a way to intercept metadata (code, configuration, etc) that was going from your local machine to a Salesforce org (or vice versa) and made changes to the deployment/retrieve operation.

For instance, one real-world hook we found replaced placeholders in local source with secrets. To understand how that worked, let’s consider the use case of a Salesforce Connect external data source. Let’s say that you want to deploy and run tests with an external data source, but you don’t want to store a password field in source control.

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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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We Broke Deploy/Retrieve Hooks

The Salesforce CLI has made, and will continue to make, some breaking changes to how deploy and retrieve hooks work. If you create or use custom plugins that use predeploy, postdeploy, preretrieve, postretrieve, or postsourceupdate hooks, there are changes to both the payload and behavior of those hooks that could affect you.

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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.

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In Spring ’22, you can extend the power of Lightning Web Components (LWC) to Tableau CRM dashboards and build even richer and more customized analytics apps. The options with LWC and Tableau CRM are many. You can create customized reusable extensions, such as charts, widgets, and even Tableau data visualizations, and bring them directly into your dashboards to provide a seamless experience for your end users.

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Learn MOAR in Spring ’22 with Permission Set Groups

This inevitably leads to lots of permission sets in your org. It’s likely that any given user will need to be assigned to a number of permission sets! This can be a bit of an administrative click-wait-click-wait fest, so Salesforce introduced Permission Set Groups. As the name may imply, a permission set group is a collection of permission sets that can be assigned all at once. One way to think about how permission set groups work is the analogy of a persona. You first build individual permission sets for a given job task, such as updating contact information. You then establish a permission set group of these individual job tasks to define the persona, such as “Account Executive.”

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The Salesforce Spring ’22 Release brings fantastic new features for developers! We have put together our round up of new features that should be top of mind for developers! There are many long awaited features that are now Generally Available (GA) in the latest release.

Lightning Web Security (LWS) is a new client-side security architecture that runs alongside your Lighting Web Components (LWC). It gives you a lot more flexibility, as well as greater security when creating your Lightning Web Components. LWS isn’t enabled by default, and we suggest testing in a sandbox before enabling the feature in production.

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Event Relays make it easier than ever to build event-driven applications that span across Salesforce and AWS. With Event Relays, customers can send events to Amazon EventBridge without having to build an integration or use middleware. Instead of spending time building and maintaining integrations, developers can focus on building the capabilities that their teams need most.

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Learn MOAR in Spring ’22 with Release Highlights for Developers

Join us and discover the new Spring ’22 Release features for admins and developers. We know each release brings with it lots of amazing new functionality and there can be a lot to digest. With Learn MOAR, we’re packaging the release and bringing it to you in an easy-to-digest format with blogs, videos, and more.

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2021 was a BIG year for Salesforce Developers. We saw countless exciting new features, inspiring innovations across the community, and attended some awesome events, in-person and virtually. We’re celebrating all the best content highlights from 2021 and bringing them to you with The Codeys.

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Introducing Salesforce OAuth Flows for API authentication In the Summer ’20 Release, Pardot added a more modern, consistent, and secure method for authenticating to the Pardot API. The newly supported authentication method allows customers to leverage the familiar Salesforce OAuth flows using your Salesforce users, no longer requiring a one-off Pardot only user.

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A Guided Whiteboard App for Digital Transformation

Kickboard, a free and open-source Salesforce Labs app, is a unique twist on a whiteboarding app built right on the Salesforce Platform. Kickboard is like Jamboard but with a guided experience to help you accomplish an objective (i.e., it helps you swim from point A to B…because it’s a kickboard).

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Building robust apps is hard. Developers can put a lot of effort into writing code, testing, and doing peer reviews, but bugs can still hit production. To reduce this risk and improve code quality, we rely on continuous integration (CI). In this post, we’ll introduce CI and its core concepts, then we’ll discuss how you can set up CI workflows for your Salesforce projects.

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Private Connect allows you to do the following:

• Keep communications private
  Private bi-directionalconnections between Salesforce and AWS without exposure to the public internet
• Leverage Salesforce enterprise security
  Bring disparate systems and data sources together in a seamless workflow
• Improve productivity
  Simplified setup, configuration and maintenance for developers or admins

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Introducing Salesforce Private Connect

Cloud adoption continues to gain momentum with more and more customers running business-critical enterprise applications in the cloud. This transition presents a different set of challenges customers must overcome to ensure the security, performance, and reliability of these applications in a cloud environment. A fundamental change for most customers is the requirement to send a major portion of their cloud traffic through the public internet while still abiding by the various regulating bodies for their industries. This is especially challenging for SaaS applications that live in the cloud.

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JavaScript conflicts and security concerns are inevitable when adding third-party software to a website. We came up with a solution to protect your website’s JavaScript libraries with an iframe. In this example, we’ll share how to set one up with our Embedded Service Chat component for Service Cloud. The solution is easy, secure, and allows for added customization later.  Find the code on GitHub.

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One of the most important aspects of any eCommerce project is the payment experience. B2B Commerce on Lightning Experience, built on the Salesforce Platform, provides a rich feature set with multiple options for integrating payments into the purchasing process. In this blog post, we’ll focus on how to build and integrate a custom payment solution for your B2B store using Apex, Lightning Web Components, and Flow.

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Step Up Your LWC Skills

Lightning Web Components (LWC) is a framework for creating user interfaces using JavaScript and Web Components.

LWC relies heavily on language features that were introduced in ECMAScript 6 (aka ES6, aka ES2015). Aura offers support for ECMAScript 5 (aka ES5) features. With ES6, plenty of great features have been added to JavaScript. So if you’re coming from a Visualforce page or Lightning component (Aura) development background, I highly recommended that you brush-up on these modern JavaScript skills before starting your LWC journey:

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The CLI will let you run your apps locally, test in a variety of environments, and even deploy code right from your terminal. With these productivity improvements, developers can integrate Slack app development into their broader software development lifecycle. When combined with app manifests, managing Slack apps is easier than ever and fully automatable, so you can focus on your app’s code without copying configuration parameters between systems. The CLI and app manifests can also be integrated into continuous integration pipelines or other automations.

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Cryptographic Failures is the second most important category of vulnerabilities listed in the OWASP Top 10 for 2021. In this blog post, we’ll cover techniques to encrypt and hash data in Apex when that data needs to be transmitted to or from an external system. We’ll share code examples and we’ll explain when to choose each technique.

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Sharpen your Slack development skills through our new sample Tasks app

Whether you’re building a Slack App for the very first time, or you’re a seasoned pro at it, Bolt is one of the quickest ways to get up and running. Bolt is a server-side framework created by Slack that offers a standardized, high-level interface to simplify and speed up development of Slack apps using one of our officially supported languages: Javascript, Python and Java.

By design, Bolt is a flexible framework, built to fit into your way of coding. But if you’ve never used it before, you might ask yourself what’s the best way to structure your code so that you have a solid foundation to build your app upon?

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“Climate change is one of the most pressing crises we face as a planet, and each one of us has a responsibility to help,” said Marc Benioff, CEO and Chair, Salesforce. “I’m proud that Salesforce is one of the few companies to have achieved Net Zero and 100% renewable energy, but we can’t stop until we embrace every solution and get every business on board. Together, we can sequester 100 gigatons of carbon by restoring, conserving or growing 1 trillion trees; energize an ecopreneur revolution to develop innovative climate solutions; and accelerate the Fortune 1000 to reach Net Zero.”

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Custom metadata types are meta metadata. That’s right, they are twice as “meta!” The records of a custom metadata type are themselves metadata, not data.

This means that, unlike custom objects or custom settings records, the records of custom metadata types can be deployed from a sandbox with change sets or packaged in managed packages.

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Empowering Everyone to Build World-Class iOS Apps with Salesforce

As you can see, the syntax is simple and is to understand – even at first glance! Next, let’s take a look at a slightly more complicated code sample where we define a Type called a person that contains two variables for First Name and Last Name. And then we’ll also define two instances of the person using constants.

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Whether you are starting in the world of Salesforce development or you have been a Salesforce developer for some time, it is time to start considering getting certified. We have two developer certifications. Prepare first for Platform Developer I certification, and prove you have the skills to be a great Salesforce developer.

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