SFDC Know How

  Summer '22 release is round the corner. Below is my top pick from Experience Cloud perspective:- Redirect Your Previous Force.com Site URLs To minimize the potential disruption for visitors to your previous  *.force.com  site URLs after you enable enhanced domains, choose whether to redirect those public-facing URLs to your current site URL. Let Your Site Users Deactivate Their Account Late in Spring ’22, the Customizable User Settings component was updated to include new properties that let your users deactivate their account from within Aura sites. Where :  This change applies to Aura sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. How :  First, to allow your users to deactivate their account, in User Management Settings in Setup, enable  User Self Deactivate . Then, in Experience Builder, configure the new Account Details properties of the Customizable User Settings component. Make sure to desele

Summer '22 release is round the corner. Below is my top pick from Service Cloud perspective:- Get the Improved Entitlements and Milestones Experience Improve your service-level agreement (SLA) reporting experience and provide excellent customer service with enhanced milestone timers and changes to the entitlement process entry and reentry behavior. How :  The milestone timer now stops when a record exits the entitlement process. It’s no longer necessary to stop the milestone timer manually by selecting Is Stopped. The milestone timer stops based on the first action taken to stop it and not the most recent one. For example, if a record exits the entitlement process, but a user clicks Is Stopped afterwards, the milestone timer is stopped at the time that the entitlement exits and not when Is Stopped is selected. If the record reenters the entitlement process, the timer resumes from the time that the record exited the entitlement process. Use Service Cloud Voice with an Existing Amazo

Summer '22 release is round the corner. Below is my top pick from Sales Cloud perspective: - Enable Person Accounts Without Contacting Salesforce Support You can now enable Person Accounts without reaching out to Salesforce Support. Person accounts store information by combining certain account and contact fields into one record. This allows you to store information about a person in a record that can act like an account when necessary. How :  You can enable person accounts after you meet these prerequisites. The account object has at least one record type. User profiles that have read permission on accounts have read permission on contacts. The organization-wide default sharing is set so that either Contact is Controlled by Parent or both Account and Contact are Private. Gotcha -   Person accounts can’t be disabled after they’re enabled. Choose More Opportunity Fields to Include or Exclude from Your Forecasts With custom filters, your sales team can filter by standard number, cur

Create a record variable called recordId and mark it as available for input . Don’t forget to select the object . When it is a record variable and not just a text variable, action automatically passes the entire record to the variable.