We recently migrated from a Customer Portal to a Customer Community.
I am trying to figure out how to achieve hiding Private Cases in the Community. The Portal supported "Visible in Self-Service Portal" option and Portal users do not see those Cases.
With both the Portal and the Community active, if I login as a user with both public and private cases - in the Portal they do not see the Private Cases, in the Community they do. This is explained in the link below.
Knowing that, I am struggling on moving forward with the same functionality for the Community.
I thought making a new Case Record Type 'Private Case' and creating a workflow to update the case type when it's Private would work - but it doesn't. Eventhough the Community Profiles are not assigned that Record Type.
Unless I am missing something - it seems like the Community Shares all Account Cases with the Account contacts that are Community Enabled - regardless of Record Type access.
Any help greatly appreciated.
After talk with our support and service cloud experts (our account team put us in contact with the right folks) it was determined that to support our requirements, we needed Apex sharing.
I ended up developing Apex sharing classes that were batchable and set then to run on a schedule to calculate Case sharing rules.
If someone out there is facing the same issue and needs help, feel free to post here and I can provide a bit more context.
I am planing to give ADM201 Exam within this week.
As preparation alone not sufficient for the exam I need MOCK exam papers for ADM201 which will help me to clear this exam.
If you have MOCK Exam papers for ADM201, please provide me.
Interested to hear any different methods that people may use - we currently have monthly training sessions held by one of our administrators where we go through basic navigation and functionality.
I would like to change this as I believe that Salesforce training should be integrated when learning about other aspects and processes, I'd like to replace this with
> WalkMe Guided Tours of Functionality
> YouTube/Videos embedded into a VF page for 'refreshers'
> Department Champions who would handle queries and training for their respective users
Interested to hear how others approach this
I am not hosting training for Admins - this is training for End Users - they do not need to see the admin processes that Trailhead provides (indeed, they will not even have the permissions to perform them). They need to be trained in basic functionality of Salesforce; Navigation, how to convert a lead, what are accounts/contacts/opportunities etc
I am looking for methods of training to replace traditional 1:1 classroom training
That's why I am interested in how others deliver training, maybe through:
> WalkMe Interactive tutorials
> Recorded Webinars
> Chatter Tips&Tricks Posts
> Regular email newsletters
I'm trying to change the sender email and name for any email notification that is being sent out from salesforce in case of an auto-assignmenet, auto-response or workflow scenario.
Is there a way to configure this in Salesforce without having to write any apex code?
For workflow rules, you can specify the From address using Org Wide Email Addresses (Setup | Email Administration | Organization-Wide Addresses) . For Time Based Workflows, the email address of the Default Workflow User is used. (Setup | Create | Workflow and Approvals | Settings) unless you have specified an org Wide Email Address for that specific Email Alert.
Auto Response Rules can have a different From name and Email Address for each auto-response rule.
1) Official Salesforce Certified Admin Study Guide (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0ahUKEwiNvfih16bRAhWqjlQKHd8fBbcQFghCMAA&url=http%3A%2F%2Fcertification.salesforce.com%2FSG_CertifiedAdministrator.pdf&usg=AFQjCNG2Ugm9b6LC9qRFE71glRxz4VbLAQ)
2) Trailhead (https://trailhead.salesforce.com/): Get your hands dirty!
3) CertifiedOnDemand (https://certifiedondemand.com/): great site with consolidated content, practice quizes, and exams.
Hope this helps! If so please hit that Best Answer button! =)
1:: Creating the Flow
You create a Flow [Setup | Create | Workflows & Approvals | Flows] that'll have the following -
- A Variable to hold the ID of the related Delivery Schedule record [vDSId].
- This will be set to the Input / Output Type of "Input and Output"
- Then you'll add a Record Update to the Flow -
- This will Query to find the appropriate Delivery Schedule record matching with the ID specified in [vDSId]
- Make sure you set the Picklist field to the desired value
2:: Creating the Formula Field
At first find out what is the Key Prefix for the Custom Object - Delivery Schedule. You can find this by clicking on the "Delivery Schedule" Tab and you should see a URL similar to this -
https://xxx.salesforce.com/a00/oSo the Key Prefix is "a00".
Now, create a Formula Field [ Setup | Customize | Activities | Activity Custom Fields ] on the Task like as below -
- Type: Formula
- Return Type: Checkbox
LEFT(WhatId, 3) = "a00"
This Formula Field will help us to know if the Task being created is associated with a Delivery Schedule or not. It will help us in the following Process.
3:: Create a Process[Setup | Create | Workflows & Approvals | Process Builder]
- Set it to run / execute when "created and edited"
- In the Criteria Node, set it to -
> Status IsChanged TRUE
> Status equals Completed
- Don't forget to set the Variable [vDSId] to WhatId
That's the essence of it.
<pre>with some sort of class indicator?</pre>
Activities are combination tasks and events. Since homepage in LEX have today's task and upcoming events, you can add them as activity.
But, there is no standard component called as activity for home page. It is only available for record pages.