[#Blogged] How to capture Linkedin leads in Salesforce?

Linkedin is a platform specifically for the business community. The goal of the site is to allow registered members to establish and document networks of people they know and trust professionally. I am sure if you have noticed but Salesforce setup menu has 2 new options such as Thanks to Salesforce, we don't need an app to collect form information, form generated leads and optional questions asked in the form.
 
LinkedIn Lead Gen Forms is a solution that helps you drive high-quality leads from your Sponsored Content campaigns on Linkedin. These ads are particularly useful thanks to a design optimized for mobile devices. According to LinkedIn, 80% of involvement with sponsored content takes place on mobile devices. This creates a barrier when it comes to lead generation because many users will not take the time to fill out a form. With the Lead Gen LinkedIn modules, the forms are automatically filled in with the information in the users' LinkedIn profiles, thus eliminating the extra work that the user had to do manually. For example, if you want to run an ad on LinkedIn promoting a free download from your website, each user who clicks on that ad will see the Lead Gen form. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
First, let's connect both platforms.
 
1. Go to https://business.linkedin.com/marketing-solutions/native-advertising/lead-gen-ads and create a form.
 
2. Go to LinkedIn Accounts in Salesforce.
 
3. Click Connect LinkedIn Member Account.
 
4. Enter the credentials.
 
 
 
 
 
 
 
 
 
 
 
 
 
5. Go to Lead Gen Fields to map the fields. All you need to manage field mapping in Salesforce
 
 

[#Blogged] First Code back in 2014 - Attachment Upload in Salesforce.

Hey #Ohana,

I am amazed to share the First apex class I wrote back in 10/17/2014.

Apex class used to upload an attachment referencing Parent Id in the Visualforce Page.
Salesforce attachment represents a file that a User has uploaded and attached to a parent standard or custom object record. If the user has created permission on a parent object, then only he/she can able to attach an attachment to the parent object.

You can have a look at the amazing video by Jeff Douglas

When Did you code first time and which functionality was that?

[#Blogged] How to capture Facebook leads in Salesforce?

Business Requirement - Client promotes his business on Facebook and would like to use Salesforce to store leads and contact them in future. What would be the solution to go ahead with it?

Solution- Rest API Integration/Data upload via Data Loader/Salesforce Lead Capture.

Let's go ahead easy Automation way, Salesforce Lead Capture.
Automate leads from Facebook Lead Ads directly into Sales Cloud
Lead Capture for Sales Cloud allows brands running demand generation campaigns on Facebook using Lead Ads to automate lead form submissions directly into Sales Cloud and map them to Lead Objects.

Screen Shot 2018-03-16 at 7.47.37 PM

This App is provided by Salesforce.

Let's start configuring it in our Developer Org.

Login to App-Exchange and download an app from the link below:

https://appexchange.salesforce.com/appxlistingdetail?listingId=a0N3A00000DrzmfUAB.

Install for Admins only, as we would need to setup it correctly. You can decide it according to your business requirements.

Screen Shot 2018-03-16 at 7.49.29 PM.png

After installing an Appexchange, we usually look in the Application tab for the app installed.

You can find a custom tab created as 'Lead Capture' in the All tabs in Salesforce.

Please authenticate your facebook account which has your business page.Make sure you are admin of the facebook page you wish to automate leads.

Screen Shot 2018-03-16 at 8.05.45 PM.png

Please select which business page(Facebook) you would like to link it.

You would be shown some active forms which fetch data from the Facebook business page.

Screen Shot 2018-03-16 at 8.05.56 PM.png

Map Form fields with Salesforce lead fields (Standard and Custom Fields).

Screen Shot 2018-03-16 at 8.06.05 PM

You can use Fixed Value for some required fields in the lead object.

Screen Shot 2018-03-16 at 8.06.30 PM

So whenever new lead would be submitted, It would be automatically transferred to Salesforce.

Screen Shot 2018-03-16 at 8.06.41 PM.png

How to differentiate between Normal leads and leads which would be inserted into Facebook?

Salesforce Lead Capture used an External ID field as Facebook lead ID ( External ID field is used to avoid duplicates in the records as it performs as a unique key ). You won't find it in the page layout but you can add it there.

Create a list view and in the criteria, you can use Facebook Lead Id not equal to NULL( Facebook_lead_id__c != NULL).List view would show all the leads which would be coming from Facebook.

As we installed the App in the developer org, How to test it if we configured it correct or wrong and lead is going correctly in Salesforce?

Thanks to Facebook, we have a Lead Ads Testing Tool.https://developers.facebook.com/tools/lead-ads-testing

[#Blogged]Transient Keyword in Salesforce

Declaring variables as transient reduces view state size. A common use case for the transient keyword is a field on a Visualforce page that is needed only for the duration of a page request, but should not be part of the page's view state and would use too many system resources to be recomputed many times during a request.
The transient variables are not passed to view state and therefore not stored in View State.

difference between transient instance variable and a static variable?

Static methods, variables, or initialization code are associated with a class and are only allowed in outer classes.
When you declare a method or variable as static, it's initialized only once when a class is loaded. All static member variables in a class are initialized before any object of the class is created.  Indeed they aren't transmitted as part of the view state for a Visualforce page.
Using static variables will cause only one instance of the variable to be loaded when the application loads and that variable will not go out of memory until the app is closed.  It holds information that is common to all instances on a class and It is shared between them instead of being created a new with each instance.
while
Transient keyword to declare instance variable that can not be saved and should not be transmitted as part of view state for visual force page.
Basically, View State is an encrypted, hidden field on a Visualforce page that keeps track of Apex controller state & Visualforce page state between server requests. This field is only generated when there is a tag present on a page.

ViewState is only used on a single page that handles postbacks. Once you redirect to the new page, the ViewState is lost.


The Whole Process of Calling is like this :

A. URL Requested
B. Apex Controller Instantiated on Server
C. Controller State Serialized & Encrypted to View State
D. Page Markup Sent to Browser & Rendered
E. View State Decrypted & Deserialized (for Postbacks)

View State Automatically keeps track of field values for you and Allows for easy AJAX functionality. In order to remove View State Error, we use 4 methods.

A. Reduce Number of Components
B. Use the transient Keyword
C. Use JavaScript Remoting
D. Use the Streaming API


References: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_keywords_transient.htm

[#Blogged]Granular Locking in Salesforce

Granular Locking in Salesforce

The system employs additional logic to allow multiple updates to proceed simultaneously if there is no hierarchical or other relationship between the roles or groups involved.

For example: if you trying to edit the user details but on the other hand automated process is already doing that then you are not allowed to edit.

for this we use granular locking, this will not lock the entire table but only specific data.

What are the key advantages of granular locking?

1) Groups that are in separate hierarchies can be manipulated concurrently

2) Public groups and roles that do not include territories can be manipulated concurrently

3) Users can be added concurrently to territories and public groups

4) User provisioning can occur in parallel

5) A single-long running process, such as a role delete, only blocks a small subset of operations

Benefits to customers:

Customers who frequently experience locking that restricts their ability to manage manual and automated group maintenance operations.
Enable granular locking, which attempts to lock only the modified portions of the table. This can improve the performance of the following items:
1) Adding/deleting/transferring user from a territory
2) Re-parent a territory
3) Create or delete a territory within a hierarchy
4) Adding or removing a forecast manager


Check the below link for more information
https://resources.docs.salesforce.com/sfdc/pdf/draes.pdf

[#Blogged] Salesforce Non-Profit #Trailhead Badge158

Challenge #1: Accounting in nonprofit settings involves significant complexity.
Challenge #2: Nonprofits must be vigilant stewards of donated monies and carefully monitor what they spend on every initiative and program.
Challenge #3: No two funds or grants are alike, creating extraordinary complexity in nonprofit accounting.
Challenge #4: Nonprofits face stringent requirements for reporting and transparent operations – and those hurdles are multiplying.
Challenge #5: IT budgets and expertise are scarce and financial management software can sometimes seem like a distracting and risky headache.
What if I verbalize Salesforce can solve all the Challenges in a go.

Lets Quick Start on Salesforce Non-Profit with the Help of Trailhead.


A Salesforce edition is a selected set of features and functionalities that also specifies the amount of customization possible, as well as the data and file storage capacity, and the API access available.
With the Power of Us license donation program, Salesforce.org customers receive 10 "CRM Lightning"(which includes both Sales Cloud Lightning and Service Cloud Lightning) Enterprise Edition licenses at no cost. A license is attached to a single user, so with 10 licenses, you could have 10 users logged on to your Salesforce org at one time.

If you need additional licenses or products, you can purchase them at a deep discount from Salesforce.org.
In addition to your 10 Lightning Enterprise Edition (EE) licenses, you may have also chosen an App that will help you manage donations, grants and volunteers. On the Salesforce.org website, you can choose between two trials - the standard Enterprise Edition and the Nonprofit Success Pack (NPSP). The Nonprofit Success Pack App sits on top of your Lightning EE licenses.
Knowing what edition and what app you are using will be vital information for you to know as you review Salesforce documentation, log a tech support ticket, or ask for help from the community.


Sign Up for a free trial 

Astonishing Blog on NonProfit Success Pack from Salesforce.org by
Ines Garcia on Salesforce Ben.

Salesforce for Nonprofits: Start Minute, Dream Astronomically immenseTracy Kronzak

Product Stories by Salesforce

Salesforce Plus NPSP:

“The Salesforce Plus NPSP” house model looks kindred to “the Salesforce,” because the Nonprofit Success  Pack is just a pre-built version of the base Salesforce model, that integrates and transmutes a few things while leaving basic Salesforce functionality intact.
Accounts, contacts, and opportunities are still the major building blocks. However, each NPSP account represents a household. Each household can be associated with multiple donors (contacts) and donations (opportunities). And since nonprofits may need to track more than donors, they can utilize contacts to manage all kinds of people data—members, volunteers, clients, board members. And they can utilize opportunities to manage grants, in-kind gifts, and memberships—not just donations.


Data Management :

Utilizer Interface
Cognate Objects and Records
Security
Mobile Access

Tap Into the Nonprofit Community :

With your Salesforce.org grant, you get a set of no-cost subscriptions to NPSP, along with access to the Power of Us Hub (authenticate with your NPSP tribulation username and password). The Hub is a portal for members of the Salesforce nonprofit community to collaborate. Whether you implement NPSP on your own or with avail from an implementation partner, you can always turn to the Hub with your questions. Folks in the Hub are agog to learn from and avail other users.

References :
https://trailhead.salesforce.com/modules/nonprofit_salesforce_basics/units/nonprofit_salesforce_learn
http://www.excluserv.com/non-profit-starter-pack/

[#Blogged] Quick Start: Heroku Connect - #Trailhead Badge157

Heroku is a container-based cloud Platform as a Service (PaaS). Developers use Heroku to deploy, manage, and scale modern apps. Our platform is elegant, flexible, and easy to use, offering developers the simplest path to getting their apps to market.
Heroku is fully managed, giving developers the freedom to focus on their core product without the distraction of maintaining servers, hardware, or infrastructure. The Heroku experience provides services, tools, workflows, and polyglot support—all designed to enhance developer productivity. 

Lets Quick Start on Heroku with the Help of Trailhead.

Prerequisites:

Heroku account
  • Before Deploying an application to Heroku, make sure you have an active Heroku Account.If not, Navigate to https://signup.heroku.com and create a Heroku account.
Contact Custom field  
  • Add a new field to the Contact Object:
  • In Setup, click the Object Manager tab next to the Home tab.
    Click the Contact object.
    Click Fields & Relationships.
    Click New.
    For Data Type, select Text, and click Next.
    Complete the custom field as follows:
    Field Label: External Phone ID
    Length: 10
    Field Name: External_Phone_ID
    Unique: Select Do not allow duplicate values
    External ID: Select Set this field as the unique record identifier from an external system
    Click Next.
Deploy an Application
  1. Login into Heroku Account.
  2.  Deploy the sample Phone Change Application.
  3. Select the United States as the Region, then click Deploy App.
  4. After the app has been deployed, you can manage it in the Heroku Dashboard by clicking the Manage App button and view the app by clicking the View button.

Provision the Heroku Postgres Add-on and Provision the Heroku Connect Add-on

Provision the Heroku Postgres Add-on
Connect, Use, and Develop
Databases are multi-ingress: use them from any cloud, PaaS, or your local computer. It is easy to connect with common languages & frameworks including Rails, Django, PHP, and Java: configuration strings are generated for them automatically.
Scale and Grow
Scale vertically by choosing from a range of plans. Plans differ based on the size of their hot-data-set, the portion of data available and optimized on-the-fly in high-speed RAM. When the time comes, scale horizontally by adding read-only followers that stay up-to-date with the master database.
Starter Steps :

  1.  Click the Manage App button to visit the Heroku Dashboard and click on your new application.
  2.  Click the Resources tab.
  3.  In the search area in the Add-ons section, type Heroku Postgres, click Enter and then click Provision. 
Provision the Heroku Connect Add-on
Seamless Heroku and Salesforce data synchronization
Heroku Connect makes it easy for you to build Heroku apps that share data with your Salesforce deployment. Using bi-directional synchronization between Salesforce and Heroku Postgres, Heroku Connect unifies the data in your Postgres database with the contacts, accounts and other custom objects in the Salesforce database. Easily configured with a point and click UI, it’s simple to get the service up and running in minutes – no coding or complex configuration is required. 
Starter Steps :
  1.  Click the Manage App button to visit the Heroku Dashboard and click on your new application.
  2.  Click the Resources tab.
  3.  In the search area in the Add-ons section, type Heroku Connect, click Enter and then click Provision 
Heroku Connect locates the Heroku Postgres database that you provisioned in the previous step.
  • Click Next and then click Authorize
  • Now set up Heroku Connect.
Authorize Heroku Connect to access your Salesforce Org. Log in to Salesforce with your Trailhead Playground /Developer Org credentials you collected above.
Create a mapping between the Contact object in Salesforce and a table in the Heroku Postgres database.

  • In Heroku, click Create Mapping. Select the Contact object.
    In the Database -> Salesforce section, select the Write database updates to Salesforce using -- None -- as the unique identifier option and choose External_Phone_ID__c from the dropdown list.
  • Click Save.When you've completed the mapping setup, the data begin synchronizing.  
Our application is now syncing (bidirectionally) a subset of the Contact object in Salesforce with a new table in the Heroku Postgres database associated with your app.
When the syncing is complete, open your Heroku app in a new browser tab, by entering http://APP_NAME.herokuapp.com and replacing APP_Name with your app name.

Complete the form and Since you had previously set up the bidirectional sync with Salesforce using Heroku Connect, this should also automatically update the contact record in Salesforce.

References :
 https://elements.heroku.com/addons/heroku-postgresql
https://trailhead.salesforce.com/projects/quickstart-heroku-connect/steps/qs-heroku-connect-1

[#Blogged] How can India Dreamin be technology connector for students?

Being a College student, I might not have heard the technology named Salesforce, but the buzz on the Internet of the event as ‘India Dreamin’ made me google it out. There was some amazing post on #SFDC4Students which made me keener to go around.a India Dreamin provides interactive, hands-on workshops, seminars, and activities for college students seeking to gain valuable exposure in leading-edge technology topics. This event gives students the opportunity to network with young entrepreneurs and other youths from around the country who are pursuing academic and professional futures in the Salesforce technology industry.

Technology alone cannot help the students unless you get proper guidance. I found college students at campuses across the globe admitted being addicted to modern technology. This is where India Dreamin would play the best role in their life. India Dreamin is an enormous Event, who is giving me the opportunity to have a lifetime experience of 

communication with such a great set of the young crowd. Don't forget to take a sneak peek of the event via twitter or website. Listen to inspirational talks from Industry leaders around tech subjects. Every Star Speaker is a Salesforce champ and has been contributing to the community in their unique way. Getting connected with such extraordinary people would be an opportunity we just can’t miss. As I'm myself in my early twenties, it is surely a huge opportunity for me to present myself as a Volunteer in front of the pupils. In the event, it is important for me to have an interactive session with the students and be a resourceful adviser to each one of them. The highlight of the event that I am eagerly looking forward is the rapport and the compatibility that will be created on the premises with the support of the students. I am thrilled to engross myself with everyone present there and be my best to guide them with their queries related to career and similar points. Spot me and let’s have a chit-chat about Salesforce.




[#Blogged] Time To Upvote -Series (Part 2)

Here we have some idea's which need to be upvoted :
IDEA 1 - 
Enable drag & drop functionality for lightning Calendar
Salesforce classic calendar supports drag and  drop off events.
Lightning has a much more dynamic user interface, but it still lacks this basic functionality which keeps many customers from managing their calendars entirely in Salesforce.
Upvote

IDEA 2 -
Allow new chats to load in the background, without monopolizing agent focus
Current behavior: When a new chat is accepted, the new chat monopolizes the agent focus, and the agent is not able to continue chatting or performing after-chat work. It brings the agent to the new chat tab, even though it takes ~ 5 seconds to load all 3 chat sub-tabs (chat, contact, case). Even once the 3 chat sub-tabs load, the user often takes a while (sometimes up to a couple minutes), to type out their question, so staying on the new chat tab is not usually the best use of agent time.
Desired behavior: When a new chat is accepted, the new chat should load in the background, allowing the agent to continue working on the other chat(s) they have open. The new chat should *not* force the agent to sit there and watch the 3 chat sub-tabs load. After working a little more on the open chats, the agent can check back on the new chat, and see how far along the customer is in composing their question. This is less disrupting to the agent workflow and maximizes agent control and efficiency.
Note: We've been told by the Live Agent PM that this is desired/expected behavior of the product. However, having observed agents in the field using Live Agent over the course of 1 week, I am confident that this is not desired behavior, and it is much preferred that the new chat *not* monopolize focus, and force the agent to sit there and watch the 3 sub-tabs load.
IDEA 3 - 
Allow Direct link to a Process Builder Process
When working with clients and/or other admins I need to be able to reference the specific process builder that I would like them to look at.  Right now the link available to me is the link that displays all of the processes.
Ideally, we should be able to send a link that opens up to the specific process. This could be something similar to what is available in the Service 

IDEA 4 - 
Pardot Merge Prospects via API
Hi All,
I've gone through the pardot API documentation, but have not found anything related to merging/deduplicating pardot prospects through the pardot API. We have a scenario where we are getting a lot of duplicates in our pardot instance. And also we have defined criteria of considering which of these prospects are duplicates.Since this number is huge, we wouldn't want to spend hours manually merging all of these duplicate prospects. Would be glad if Pardot rolls out an additional method within its APIs.
Please vote up this idea if you're facing the same issue.

[#Blogged]Setup Audit Trail

Salesforce.com keeps an Audit Trail of configuration changes made in the Setup section. This Audit Trail is available for administrators to track recent setup changes. This becomes especially helpful if there are multiple administrators for your organization. 
Steps To View Setup Audit Trial: 
 
Navigate to Setup | Administer | Security Controls | View Setup Audit Trail: 


The preceding screenshot shows the last 20 most recent configuration changes for your organization.The Audit Trail is useful for troubleshooting. Because it captures date/time, you can often trace user issues back to a specific change. For example, if users all of a sudden are being asked to reset their passwords, you can trace that back to a change in password settings.


To download your organization’s full Setup history for the past 180 days, click the Download link. This will give you a CSV file that can be opened in Excel and sorted.

Starting with Winter'16 the SetupAuditTrail object (https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_setupaudittrail.htm) has now been exposed via the Salesforce API's and within Apex via SOQL.

Have a look at Andy in the cloud blog about the SetupAuditTrail object.
Audit Trail key concepts:
You can check Audit Trail for the mentioned section/type of changes:
Administration: This will track sundry administration changes such as vicissitudes in the company information, multiple currencies, users, electronic-mail address changes, profile changes, roles, record types, engendering e-mail footers, and domain name changes.Customization: These vicissitudes are cognate to the interface changes, forecasts, contracts, conceptions, field tracking in victuals, support-cognate settings, process setups, and transmutes to groups.Security and sharing: These are cognate to security settings and sharing, such as password policy changes, session setting changes, vicissitudes in SAML settings, and so on.Data management: These vicissitudes are cognate to the mass expunction of records, data export requests, the mass transfer of records and import wizard utilization, and transmutes in analytic snapshots.
Development: This change is cognate to Apex classestriggers, and Visualforce. Changes can include modifications to triggers, classes or Visualforce; remote site access setup; and Force.com site setup.
Sundry setups: These include sundry setup changes such as the engenderment of an API, utilization metering notifications, territories utilization, workflow and approbations settings, and AppExchange package installation/uninstallation, and engenderment and effacement of workflow actions are additionally tracked.
Utilizing the application: These transmutations are cognate to the vicissitudes in the account team and opportunity team selling settings, Google App accommodations, and the enabling and incapacitating of partner and customer portal users.