Chatter Groups: How to Create Your Own Collaboration Space

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One of my favorite features inside Salesforce is Chatter, the Salesforce platform for collaboration. Chatter helps users share information across the organization without leaving Salesforce, so everything is discussed in context directly on individual records.

Taking this collaboration one step further, departments and functional teams can collaborate within Salesforce by creating their own Chatter Groups with specific people. This allows users to share project-related or department-related files and information.

In today’s post, we will go over creating Chatter Groups.

Note: We are using the Lightning Experience desktop user interface in this post.

 Basics

Salesforce users can join up to 300 groups, and your organization can house 30,000 Chatter Groups. Plenty of space for team collaboration! In order to create new Chatter Groups, you must have the Create and Own New Chatter Groups user permission.

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You can also use the App Launcher to find Groups

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Thank you for reading our blog! If you have Salesforce tips or tricks you would like to see discussed, tweet @JessSFDC and let me know.

Until next time,may-the-salesforce-be-with-you-footer

 

 

 

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Custom List View Series Part 3: Charts and Inline Editing

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We first discussed list views in the Lightning Experience two weeks ago: Custom List View Series Part 1: The Basics & Filter Overview. Read up on that post if you’re just now joining us!

In today’s post, we will go over creating charts and inline editing.

Note: We are using the Lightning Experience desktop user interface in this post. Check out Tyler’s post from last week to see list views in Salesforce Classic.
Custom List View Series Part 2: Salesforce Classic Overview

Remember the “My Best Opps” opportunity list view? Let’s go back and add some charts.

List View blog post - 112This list view shows my opportunities in the Awaiting purchase order/LOI stage that are $50,000+ in addition to my opportunities from ABC Company.

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For this chart, we want the sum of the opportunity amount grouped by Close Date and presented in a horizontal bar chart.

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I need to make some updates to these opportunities, so a great way to easily do so is by inline editing. However, remember my list view filters and filter logic? It includes opportunities in the Awaiting purchase order/LOI stage over $50,000+ OR my opportunities from ABC Company. Because this list view has filter logic, inline editing is unavailable.

Let’s look at the My Open Opportunities list view. This is filtered by Stage and Opportunity Record Type – there is no filter logic.

Note: A list view must be filtered by a single Opportunity Record Type to enable inline editing.

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Most standard and custom fields are available for inline editing. If a field is not available for inline editing, the lock icon appears. Data security rules apply, of course; users can only edit records they have Read/Write access to.

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Thank you for reading my blog! Eager to learn more on this topic? Stay tuned for our multi-week series on list views – Tyler is up next week!

If you have Salesforce tips or tricks you would like to see in this blog, tweet @JessSFDC and let me know.

Until next time,

may-the-salesforce-be-with-you-footer 

Custom List View Series Part 1: The Basics & Filter Overview

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Do you need easy access to a subset of data? Are you tired of sorting through a vast amount of reports to find what you’re looking for? Spend your time more efficiently in Salesforce by creating your own list views!

In today’s post, we will go over how to create a list view that meets your filter criteria.

Note: We are using the Lightning Experience desktop user interface in this post. Look for a similar post for the Salesforce Classic interface in the near future! 

Overview

List views give you instant access to specific sets of data. Unlike reports, which may total in the thousands for your organization, list views are reserved for sets of data you find important and want easy access to often. Reports sometime have a “create it and forget it” purpose when you need a very specific set of data that you may never need again. List views are great for the sets of data you look at often and want front and center in Salesforce!

Accessing List Views

We’ll use the opportunity object as our example in this post. List views are available for any object in Salesforce that has a Tab.

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You can sort the records by one of the field columns in the list view. This sorting is done alphanumerically. Just click the header of the column you want to sort by. The first click will sort by ascending order. Click again to sort by descending order.

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Creating Custom List Views

Let’s create a custom list view for my best opportunities. These will be my opportunities in the Awaiting purchase order/LOI stage that are $50,000+ or any opportunities with the ABC Company account.

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This list view now shows my opportunities in the Awaiting purchase order/LOI stage that are $50,000+ in addition to my opportunities from ABC Company.

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Because I already know these are my opportunities, I can remove the Opportunity Owner Alias field.

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Thank you for reading my blog! Eager to learn more on this topic? Stay tuned for our multi-week series on list views!

If you have Salesforce tips or tricks you would like to see in this blog, tweet @JessSFDC and let me know.

Until next time,may-the-salesforce-be-with-you-footer

My Domain: The Ins & Outs of Implementing Your Subdomain Name

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If you’re a Salesforce developer or administrator, chances are you’ve come across My Domain in Salesforce. But do you know what it is, why your org should have a subdomain name, and how to implement it?

In today’s post, we will give an overview of the My Domain Salesforce feature.

Details

All orgs are on a particular Salesforce instance and assigned a URL by Salesforce. For example, your org might be on the NA30 instance, so your URL is https://na30.salesforce.com. Adding a subdomain replaces the instance name with your chosen subdomain name, so https://na30.salesforce.com becomes https://mynewname.my.salesforce.com. This customized name allows you to highlight your brand, personalize your login page, and increase security.

By implementing My Domain, you are able to:

  • Include your company name in your new unique domain URL
  • Customize the login screen and right-frame content
  • Work in multiple Salesforce orgs
  • Decide what happens if user doesn’t log in with new domain name
  • Set up single sign-on (SSO)
  • Set up social sign-on
  • Utilize Lightning components
  • Specify how users are authenticated

Setup

  1. Choose subdomain name. It can include up to 40 numbers and letters, and it can include hyphens. However, you’re not able to start the name with the terms “root”, “status”, or a hyphen.
  2. Check availability before committing to the chosen name.
  3. Register subdomain name. An email notification will be sent when the subdomain is ready for testing.
  4. Test subdomain. All application URLs will need to be manually updated with the new subdomain name before deploying. You can use the Lightning Readiness Assessment to identify all hardcoded URLs!
  5. Communicate to end users. Explain why you are implementing, remind to update bookmarks, and give date this change will be effective. Send screenshots showing how to login using custom domain.
  6. Deploy. Deploying to users automatically takes all new logins and places them on new subdomain.

Customization

  • Set the login policy. By default, users login from the generic login.salesforce.com page and bypass your subdomain’s login page. You are able to prevent users from logging in to login.salesforce.com.
  • Set the redirect policy. Choose if page requests that don’t use the subdomain name (such as bookmarks to Salesforce pages) are…
    • Redirected to the same page within the domain
    • Redirected with a warning to the same page within the domain
    • Not redirected (recommended for security purposes)
  • Add header logo
  • Change background color
  • Add right-frame URL – great for announcements!
  • Adjust authentication configuration if you want users to login through Facebook, Google, LinkedIn or Twitter

Additional Resources

Salesforce has great resources to help you further. Check them out!

My Domain Salesforce Documentation

Demo Video: Setting Up My Domain

 

Thank you for reading my blog!

If you have Salesforce tips or tricks you would like to see in this blog, please Tweet @JessSFDC and let me know.

Until Next Time,

may-the-salesforce-be-with-you-footer

Salesforce1 Mobile App: Access Salesforce Anytime, Anywhere!

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The Salesforce1 mobile app gives you real-time access to the same information you see on your computer, but it is organized for getting work done faster when you’re on-the-go. You are always viewing up-to-date data in Salesforce1 – simply swipe down from the top of the page to refresh.

In today’s post, we will go over utilizing Salesforce1 and working offline.

Downloading

Salesforce1 is available as a downloadable app for:

  • iOS devices (available from the App Store)
  • Android devices (available from Google Play)

Chatter Feed

You are automatically directed to your Chatter feed, where you can see your updates, updates to records and people you follow, and updates in groups you follow. To see a feed item’s full details, tap the item.

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  1. Search this feed – Pull down on the feed to reveal the search bar. Search for Chatter posts, @ mentions, files, and comments.
    • Note – This only searches the current Chatter feed
  2. Sort – Tap to sort by post date or most recent activity
  3. Feed menu – Tap to open drop-down menu for other Chatter feeds, such as To Me, Bookmarked, and All Company.
  4. Feed items – Posts, files, links, notes, updates, etc.
  5. Menu – Tap to access the navigation menu
  6. Notifications – Tap to access notifications and reminders

Navigation Menu & Global Search

The navigation menu shows all Salesforce items you have access to. Accounts, contacts, dashboards, reports, tasks, events, etc. are all found here. The objects that you use the most will appear first.

Use the Global Search to find a record across objects. For example, you can search for Bob Smith in Global Search if you don’t know whether he is listed in Salesforce as a lead or a contact.

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Record Search

To find a record in a particular object, select the object from the navigation menu and then search within that object. For example, you can search for Bob Smith in the Contact Record Search if you know he is listed in Salesforce as a contact.

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Record View

Swipe left and right to switch between the record’s Chatter feed, Details page, and Related records. You can also tap the FEED, DETAILS, and RELATED headers.

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Action Bar & Menu

The action bar at the bottom of the screen will display different buttons depending on which feed or record page you are viewing. To see all available options, tap the blue Show More icon to display the full action menu for that object.

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Bookmarking Chatter Posts

Bookmark posts you want to save for future reference.

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Offline Access

Offline access is available for the Salesforce1 mobile app. Salesforce1 caches a set of your recently accessed records so they’re available to view without a connection. Cached data is encrypted and stored in a secure, persistent data store.

Populating/Refreshing the Cache

The cache is populated automatically when the Salesforce1 app is running in the background on your device, so switch to a different app or return to your device’s home screen.

The cache can also be populated manually:

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Accessible Data

The following Salesforce data is cached:

  • Records for the first 5 objects listed in the Recent section of your Salesforce1 navigation menu
    • Up to 30 of the most recently accessed records per object will be available
  • Tasks listed under My Tasks
  • The 5 most recently accessed Dashboards
  • Recently accessed records are determined by your usage in the Salesforce1 app and full Salesforce site online.

Logging out of Salesforce1 removes all data from the cache. The next time you log in, the process of generating the cache starts over.

Creating & Editing Records

Creating and editing records is also possible when offline. All unavailable actions are greyed out, but you will still be able to create and edit records like usual.

New button still available

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Edit option still available

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After changing Bob Smith’s first name from Bob to Robert, the pending change indicator appears in the top right corner.

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To view all pending changes, go to the navigation menu and scroll to the bottom to find the Pending Changes option.

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Thanks for reading my blog!

If you have Salesforce tips or tricks you’d like to see featured here, Tweet @JessSFDC to let me know.

Until next time,

may-the-salesforce-be-with-you-footer

Edit your personal settings: Make Salesforce work the way you want it to

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Are you happy with your personal settings in Salesforce? It sounds like a silly question, but there are multiple ways you can enhance your user experience that really make a difference.

In today’s post, we will go over Chatter profile customizations, email notification settings, personal information, and more.

Update your profile

First things first, make sure all your contact information is accurate and you’re  happy with your display picture. Add a quick blurb to your About Me section – breathe some life into your profile!

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Navigate to the Settings page

My Settings is where you make all the magic happen. From here on out, all customizations will be made from the My Settings menu.

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Change your password

Best Practice says to change your password every 90 days, but you can change it more frequently if you need to. Make sure you enter at least 8 characters, including 1 letter and 1 number.

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Edit your language and time zone

Incorrect language and time zone settings can be confusing! All date/time values in Salesforce appear in your time zone when you are logged in, and the default currency for opportunities is based on the Currency value.

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Verify your mobile number

When your mobile phone is registered in Salesforce, you’re able to verify your identity by text message instead of email. The next time you are required to verify your identity, a verification code will be texted to your mobile phone instead of emailed to you.

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Manage your Chatter notifications

By customizing these notifications, you can increase or limit the amount of emails you receive from Chatter. Make sure the Receive emails checkbox is checked, and then edit the notification preferences to your liking.

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Manage your activity reminders

From personal experience, not many people are fond of this reminder window. In the Reminder Settings section, you can edit the default reminder settings or remove the alert trigger completely.

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Thanks for reading my blog!

If you have Salesforce tips or tricks you’d like to see featured here, Tweet @JessSFDC to let me know.

Until next time,may-the-salesforce-be-with-you-footer

 

 

 

Utilizing Salesforce Lightning for Outlook

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Ready to work in Salesforce directly from your Outlook email inbox? Here is an overview of the Salesforce Lightning for Outlook key features. If you haven’t installed the Outlook add-in yet, read my blog post from last Wednesday: The NEW and EASIER Way to Integrate Salesforce and Email: Lightning for Outlook!

In today’s post, we will go over how to create records, add emails, and search in Lightning for Outlook.

Disclaimer: Your view may differ depending on the Global Actions and Email Application Publisher Layout assigned to you.

Creating Records

  1. Open your Outlook mail inbox, and click an email. Next, click the blue Salesforce cloud View button. The new Salesforce window appears on the right side of your inbox. Any Salesforce records related to this email address will appear in the Salesforce window.Using Salesforce for Lightning - blog pic 1
  2. We need to add a contact for Jessica Unkrich. Click the plus sign, and the CREATE drop-down menu will appear. Click New Contact to create a new contact record in Salesforce.2Using Salesforce for Lightning - blog pic 2
  3. Select the Account Name this contact will be associated with, and fill in all necessary information. The Description field is populated by the body of the Outlook email, but you can remove this text if desired. Similar to the web version of Salesforce, required fields are indicated by a red asterisk. Click the blue Save button.2Using Salesforce for Lightning - blog pic 3
  4. When I click on the email from Jessica Unkrich in my Outlook inbox, the new contact appears in the Salesforce window. Because the contact is with the Test Account company, this account record appears as well.2Using Salesforce for Lightning - blog pic 4
  5. To search for this record in Salesforce via web browser, click the first icon highlighted below. To see your profile in Salesforce via web browser, click the second icon highlighted below.2Using Salesforce for Lightning - blog pic 5
  6. I received an opportunity from Jessica Unkrich, so I need to create a new opportunity. Click the plus sign, and the CREATE drop-down menu will appear. Click New Opportunity to create a new opportunity record in Salesforce.2Using Salesforce for Lightning - blog pic 6
  7. Select the Account Name this opportunity will be associated with, and fill in all necessary information. The Description field is populated by the body of the Outlook email, but you can remove this text if desired. Similar to the web version of Salesforce, required fields are indicated by a red asterisk. Click the blue Save button.2Using Salesforce for Lightning - blog pic 7
  8. I have a meeting scheduled with Jessica, so I need to create a new event. Click the plus sign, and the CREATE drop-down menu will appear. Click New Event to create a new event record in Salesforce.2Using Salesforce for Lightning - blog pic 8
  9. First, select who this event should be assigned to. If it is your meeting, assign to yourself. If you are a manager and are assigning a meeting to one of your employees, enter their name. Second, enter the name of the contact you are meeting with. You can enter multiple Salesforce contacts. Third, relate the event to any other Salesforce record if necessary. We will discuss the new opportunity in this meeting, so I related the event to the Test Opportunity record. The Description field is populated by the body of the Outlook email, but I chose to replace the text with details of the meeting. Similar to the web version of Salesforce, required fields are indicated by a red asterisk. Click the blue Save button.Using Salesforce for Lightning - blog pic 9

    Relating Emails

  10. To relate your email to a Salesforce record, click the up arrow icon next to a record (seen next to the account and opportunity records in this example). An Email related alert will appear, and the up arrow icon will turn into a checkmark (seen next to the contact record in this example). To remove a related email, simply click the checkmark icon.2Using Salesforce for Lightning - blog pic 10
  11. Emails can be related to multiple contacts, but only one other type of record – 1 account or 1 opportunity, for example. If I related an email to my Test Opportunity record, and then I try to relate the same email to my Test Account record, I receive the error seen below. It is typically best practice to relate the email to an opportunity versus an account.2Using Salesforce for Lightning - blog pic 11
  12. Email attachments can also be added to Salesforce. If you receive an email with a file attached, make sure the Attachments saved checkbox is checked. Then relate the email to a record. Instead of the Email related alert, you will receive the alert seen below.2Using Salesforce for Lightning - blog pic 12

    Searching

  13. Enter any search term in the search window, and hit the Enter key. This searches the top results: account, contact, lead, and opportunity records only. If you’d like to search this term for another object, click the MORE drop-down button.
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Thank you for reading my blog! If you have Salesforce tips or tricks you would like to see featured here, please Tweet @JessSFDC and let me know!

Until next time,

may-the-salesforce-be-with-you-footer