Previously you could only add Lead/Contact or Person accounts as campaign members in Salesforce, but Now you can focus on the Accounts by tracking them as Campaign Members.
Add accounts as campaign members from related lists and create standard and custom reports to track their engagement.
In order to add accounts as campaign members, the Salesforce admin needs to turn on the feature in Salesforce Setup. Then update the accounts page layouts to include the Campaign History-related list on account records.
Note: Accounts, including person accounts, that are added as campaign members also appear in Campaigns and Campaign Member related lists and standard reports.
Share Records with Manual Sharing in Lightning Experience
With the latest release of Salesforce Manual sharing is available in the lighting experience. Previously, you had to switch to the classic interface to share the record manually with specific users or groups. But, with manual sharing in Lightning Experience, you can now share records and manage record shares in a new streamlined interface.
Steps:
Click Sharing on the record that you want to share.
In the Share window, you can manage who the record is shared with and share any associated records.
Note: Manual shares are available only for accounts, opportunities, cases, contacts, leads, and custom objects.
Refer to the Prior Values of the Record in Salesforce Flows
Previously, there was no way to check the prior values of the record that triggered your flow. But, now when a record is updated, you can access that record’s prior values in Salesforce Flow. The $Record__Prior global variable contains the record’s values immediately before the flow was run. Use these prior values to check for changes and calculate differences in your flow.
For example, notify your deal team when the deal’s amount changes by 50% or more.
Here, you need to compare the current value of the amount to the prior value of the amount in order to calculate the percentage change. So you can create a formula such as ({$!Record.Amount} – {!$Record__Prior.Amount}) / {!Record__Prior.Amount}. By using a Decision element to check the formula’s result and a Send Email action to perform the notification.
$Record__Prior global variable can be used in record-triggered flows that are set to trigger either when the record is updated or when the record is created or updated.
$Record__Prior is available in specific Flow Builder locations that read from global variables, including:
Formulas
Action input values
Assignment values
Decision outcomes
Filters and individual field values when creating, updating, getting, or deleting records
Are you looking for a reputed Salesforce partner for successful Salesforce Implementation and maintenance? Please feel free to schedule a consultation call with CloudVandana, a reputed Salesforce partner in India, and get the best solution best suited for your business. Call Now.
Are you looking to secure Outlook emails? Here is an ultimate guide on downloading, installing, and using your email signing certificates in the Outlook account.
Cyberattacks are increasing, and attackers try to fetch sensitive information using different means. For example, email is one of the primary mediums for hackers to attack organizations. According to a report, high-risk email threats increased to 101% in 2021. Therefore, you should secure your email communications to avoid cyber threats.
Email signing certificates can help secure communication between the organization and external parties. It allows businesses to sign emails and verify the sender’s identity through a certificate authority (CA) vetting.
Businesses can encrypt all the contents of emails with such SMIME Certificates as attachments, messages, and more. Therefore, the security of your communication must install an email singing certificate to your accounts like Microsoft outlook. We will discuss installing such certificates on your outlook account and the significance of email signing.
Let us start by understanding the email signing certificate.
What is an email signing certificate?
An email signing certificate is a critical public infrastructure (PKI)-based digital signature that enables organizations to sign and encrypt emails. It uses asymmetric encryptions where security keys for encryptions and decryption processes are different.
An email signing process ensures that the contents of your message are secure both at the receiver endpoint and during transit. In addition, it offers security against man-in-middle (MITM) attacks.
So, how does an email signing certificate work?
Email signing certificate uses two types of security keys public and private. While the public key encrypts an email, the private key allows the recipient to decrypt it. The public key is available publicly, but the private key is assigned to the desired recipient only.
Let’s first understand the email signing process and installation on the Outlook account.
Installation of emails signing certificate on Outlook
The email signing process begins with generating a certificate signing request (CSR). You can generate CSR through a utility tool like OpenSSL. However, the best way to generate CSR is to use order detail, but you need to be accurate with data, or else it can be rejected. So, let us comprehend the entire process gradually.
Step 1- Generating the email signing request.
OpenSSL is an open-source utility tool that you can use to generate CSRs and private keys for X.509 certificates. Especially if you are using operating systems like Linux or macOS, OpenSSL comes preinstalled. In Windows, you may need a Linux subsystem for OpenSSL.
You can use a command to generate CSR with the OpenSSL,
Every element in the command has its significance,
openssl is the main command
req is an OpenSSL utility you need to generate CSR
-newkey rsa:2048 is essential for the generation of 2048-bit-based private keys
-keyout PRIVATEKEY.key helps in specifying where you will save the private key file
Similarly -out YourCSR.csr helps in knowing where to save the CSR file.
The vetting process begins after your CSR and the private key is generated.
Step-2 CA verification stage
A CA will verify your details mentioned in the CSR to issue the email signing certificate. However, it becomes crucial to find a trustworthy CA. For example, Sectigo is a leading certificate authority that provides different certificates. It offers various options for email security for enterprises, startups, and small businesses.
Once CA verifies your credentials and issues a certificate, you will receive an email with the bundle containing all the files required for the installation process.
Step-3 Download and install the email signing certificate in the Outlook account
The first part of the installation process involves downloading the certificate file in a PKCS#12 format. CAS like Sectigo will provide a link for downloading the file in your email. Next, you will be asked to create a password for the file and save it.
For example, the process is straightforward if you want to install the Sectigo PAC Enterprise certificate on your Outlook account. The reason to choose Sectigo is faster issuance, ease of download, and installation. However, some CAs may not provide the certificate file in a PKCS#12 format.
Here is how you can use OpenSSL to convert the certificate file to PKCS#12 format,
Open the command line and execute the following code. One key to successful conversion to PKCS#12 format is matching the file name. So, your certificate file name and the one you use in a command need to match.
Now that you have PKCS#12-format file ready, it is time to install it.
Step-4 Installing the email signing certificate file in Outlook
The process of installing your Sectigo PAC Enterprise (SMIME) begins by login into your Outlook account. Now search for the options menu by clicking on the sidebar.
Click on the “Trust Center” option in the settings menu.
Now click on the trust center settings options, and a new window will open.
Select the default settings option and provide details in the new wizard
Here, set the default setting for your email signing certificate to S/MIME. Now it is time to select the Sectigo PAC Enterprise (SMIME) certificate in the “signing certificate” option. Once you click on the browse option to choose the signing certificate following pop-up window will appear on the screen.
Once you click on “OK,” your email signing certificate will be installed in the Outlook account. Next, you can start signing your emails for higher security.
Step-5 Signing your emails
When composing your emails, go to the “options” menu and choose “more options.” A new window will pop up with different fields.
Now check for “change security settings for this message” and choose the button below with the text, “Security Settings.”
A new wizard will open where you need to tick the box specifying whether you want to encrypt the message and its attachments or not. Next, tick on the option of adding a digital signature to your email. Now add the installed certificate by clicking on the option “change setting.”
Click on “OK,” and your email will be signed.
Conclusion
Email signing certificates are necessary for businesses that deal with exchanging sensitive information in their communications within or outside the organization. Data leaks can be dangerous as it leads to the loss of vital information, business secrets, and a lack of user trust.
Therefore, installing a digital certificate in your Outlook accounts is best and secure the emails. You can use our five-step approach for instant installation and signing of emails. Further, if there is any doubt about any steps, comment below and let us know!
With CV Product Search, your sales rep can easily search and add multiple products to the opportunity. This app is designed natively on a Salesforce platform and compatible with standard opportunity and product objects.
The lightning interface gives you limited field options to search products and add to the opportunity, but with CV Product Search, there is no limitation on the field you search for your product. You can refine your search result by using multiple field filters in a single search keeping all the other standard Salesforce functionality.
Installing “CV Product Search” is easy – just click Get It Now from the AppExchange and follow the prompts to install in either Production/Sandbox (Professional Edition, Enterprise Edition, Unlimited Edition, or Performance Edition).
We recommend installing the app in the sandbox first and then install in production if everything looks fine.
Please enter the login details of your Salesforce administrator if you are presented with the login screen
Once you are presented with the installation screen, you are required to select which of your users should be granted access to the CV Product Search app, including all its components.
Most customers should select the middle option, “Install for All Users”, which will ensure that all users have the proper permissions should they be assigned a license in the next step.
Click the Checkbox as shown to Acknowledge your installation.
Once you make your selection, click the Install button.
Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.
Now CV Product is Installed in your System.
You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view.
Configuration Steps
Add CV Add Multiple Product button on page layout
From Setup, Click on Object Manager
Search opportunity in quick find search
Click on Opportunity, Click on Page Layouts and Click on the opportunity layout where you want to add the button to add the products.
Scroll down for the Product Related list and click on the gear icon to open the Products Related list properties.
Click on + icon in the Button header. Select CV Add Multiple Products from the Available Buttons and Click on Add to move the button to Selected Buttons.
Click OK
Note: You can uncheck Add Products standard button as well to avoid any confusion with the inbuilt search.
Click Save.
Customize Columns on the Product Search Page
As an admin, you can easily customize which columns to display on the product search page using the following steps.
From Setup, Go to Object Manager.
Search Product in quick find search and Click on the Product.
Click on Field Sets and Select CV Product Search Field Set to edit.
Drag the required field from the product object in the list, as shown below
Click Save.
All the selected fields will now be available on your product search page.
Customize Columns on the Opportunity Line Item Page
As an admin, you can easily customize which columns to display on the Opportunity Line Item edit page using the following steps.
From Setup, Go to Object Manager.
Search Product in quick find search and Click on the Opportunity Product.
Click on Field Sets and Select CV Opportunity Product Field to edit.
Drag the required field from the Opportunity Product object or another related object in the list, as shown below
Click Save.
All the selected fields will now be available on your Opportunity Line Item edit page.
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CV Easy Lead and Contact Data Management is a solution by CloudVandana that can manage multiple Phone Numbers, Emails, and other details for leads and contacts. You can specify the type of each Phone and Email and select the relevant ones as Primary phone numbers or Primary Emails. No restriction if your prospect shares multiple emails or phone numbers to contact. You can easily manage using this app. With CV Easy Lead & Contact Data Management application, sales reps, support agents, and any Salesforce user can easily organize personal information like phone and email to the related lead and contact.
CV Easy Lead and Contact Data Management Highlights
Salesforce Native App.
Easy to Configure and Easy to Use.
Retains Phone/Email data with Lead Conversion as well.
Compatible with all the salesforce clouds, Lighting, and Classic Interface.
Once you make your selection, click the Install button.
Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation takes a long time to complete. In this case, you will receive an email once the installation finishes.
Now CV Easy Lead & Contact Data Management is Installed in your System.
Configuration Steps:-
Add a Phone/Email related list to your Lead and Contact page layout.
1.1 From Setup (Gear Icon), select Object Manager and the Contact object to add the Phones/Email related list.
1.2 Click Page Layouts.
1.3 Click the page layout you want to customize.
1.4 In the list of available items in the left pane, click Related Lists.
1.5 Drag Phones and Email to the Related Lists section.
1.6 Go to the Wrench icon on Phones related list and Add the columns as shown below from Available Fields to Selected Fields.
1.7 Click OK and Repeat the same steps for the Email Related List.
1.8 Click on Save.
1.9 Repeat steps 1.1 to 1.8 for the Lead object.
Map Lead Id to Contact
2.1 From Setup (Gear Icon), select Object Manager and select the Lead object.
2.2 Click on Fields & Relationships and Select Map Lead Fields
2.3 Select Contact Tab and Match Lead Id field from Lead Fields with Lead Id from Contact Fields.
2.4 Click Save
Create New Lead/Contact Records.
1.1 Click on the New button on the Lead object to create a new lead record.
1.2 Fill in the phone/email and other details and click on Save.
1.3 Phones and Email records with Primary as checked will be created automatically as shown.
1.4 Click on the drop-down arrow next to the phone or email record and click on Edit.
1.5 You can modify the Phone record on this page.
1.6 Click to Save.
1.7 Click on the drop-down next to the related list and click on the New button to create a New Phones record as shown.
1.8 Add Phone, Select Type, and Mark Primary if you need to update this Phone to the parent Lead Record.
1.9 Click Save.
1.10 You can perform similar actions for Contact records to edit existing Phone or Email records. Also, you can add new records directly from the related list, as shown.
1.11 Once you mark any Email or Phone as primary, it will automatically update its parent Lead/Contact record.
Convert Lead to Contact
2.1 Open any existing Open Lead Record or create a new one using the steps given above.
2.2 Click on the Convert button.
2.3 Add necessary details to Create New Contact, Account or use an existing one.
2.4 Click on Convert Button.
2.5 Lead will get converted into Contact. Click on the newly created Contact from the next screen.
2.6 All the Phones/Email records will automatically be captured on the contact record to manage your contact easily.
2.7 New Phone/Email record can be created using the steps given above
Points To Remember
Only one Primary Email record exists for a Contact/Lead record.
Only one Primary Phone record exists of each Type for a Contact/Lead record.
We have validations that do not allow unchecked primary if another phone/email record exists for a Contact/Lead record.
Page layout/Related list may differ from the given screenshot depending on your org setting.
Sounds good? You can also avail the benefits of this essential application to your organization. Please schedule a free consultation call with CloudVandana, a reputed Salesforce partner in India, and leave the whole Salesforce responsibility, from Salesforce implementation to deployment, to us. Call us now.
As we know that permission sets in Salesforce are collections of permissions and settings that give access to the users to have additional access, which they have already got from their profile. There is also an option for multiple permissions as we can apply multiple permissions sets to multiple users, but only one profile can have one user. As you can see, there are some standard and custom permissions sets in Salesforce. In your org, there are already standard permissions sets, and custom permissions sets are created by the administrator or any user according to permissions available in your org editions.
How to Create Permission Sets In Salesforce
Step 1: Go to the setup, and in the quick find box, search permission sets. You can see there are some standard permission sets present in your org.
Step 2: Now Click on the “New” Button present just above the standard permission sets list.
Step 3: Then Fill in the following information
This means that here you choose the “Salesforce Platform” License, so you can assign this permission set to only those users who have the “Salesforce Platform” License.
Step 4: Then click on the ‘Save’ Button. Hence your permission set is now created, and you can manage permissions on this permission set and will assign this permission set to the user.
Managing Permissions on Permission Set
The permissions available for the permission set are the same as the profile’s permissions other than Password policies, Login IP ranges, and Login hours. We can also manage the following permissions in the permission set.
App Permissions
Objets Permissions
Fields Permissions
User Permissions
Tab Permissions
Apex Class permissions
VisualForce page permissions etc
Now Click on any of the following according to your requirement. Here I am selecting object permissions, i.e., Object Settings.
Click on any object as you want to give extra permissions to that object to any user. Here I am selecting the “Accountants” object.
Click on the “Edit” button. And manage permissions according to your requirement.
Click on the ‘Save’ button. Hence your changes are saved.
After managing permissions on permission sets, you can easily assign this permission set to the user as you want.
Lets Assign Permission Sets to the User
Go to the permission set and click on it.
Now Click on the ‘Manage Assignment’ button.
Click on the “Add Assignment” button.
Now select the user to whom you want to assign that permission set.
Click on the “Assign”.
Now Click on the “Done” button.
Cheers! Your permission set is assigned to the user.
