A Guide to Using Reporting Snapshot in Salesforce

As we know, Salesforce provided a ” Reporting Snapshot feature,” which allows you to create and store snapshots of the data that you usually want to monitor using a custom object. 

Salesforce reporting snapshot allows you to report on historical data. It can then schedule when to run the report to load the custom object’s fields with the data. Reporting snapshot feature enables you to work with the report data, same as how you work with other records in Salesforce.

Create a Reporting Snapshot in Salesforce

So, It is divided into three parts:- 

  1. Create a Report on any object.
  2. Create a Custom Object and fields to store the Data
  3. Create automation which stores data from your source report into the custom object

Step 1.  Go to the “App Launcher” and search Report and click the “New Report.”

Step 2. Now, create a custom object to store the data. Goto the Object Manager and create a new “Custom Object”

Now, Create a custom field to store the data from the report. Give your Custom fields the same names as the columns in your report. 

Step 3. Go to that “Custom Object” which you have recently created and in that create the field.

(For Example:- Create a custom field as “Opportunity Name”, “Owner”, and “Opportunity Value” to match with columns in the source report)

Step 4. Create an “Automation Job” 

Go to “Setup” and in the Quick Find Box search “Reporting Snapshot” and select it.

Step 5. Now please give your “Reporting Snapshot” a name and make sure that the running user has permission to view and report on the data you are going to push into your custom object.

Step 6. Now, Scroll down and select the Report and Custom Object that you have recently created.

12. Hit the Save & Edit Field Mappings Map the columns from your source report to the right fields in your custom object.

13. After mapping the fields with the source report hit the “Save” button. Now under the “Schedule Reporting Snapshot” please choose the frequency and the time you wish for your report to run and store your data into the custom object.

Cheers! We are done.

Like this, You can create reports and the objects and set the report snapshot frequency to store your report data into the custom fields according to your business requirements. 

Are you looking for a registered Salesforce Partner for successful implementation and maintenance to enhance your business process? Please feel free to take a consultation call with the registered Salesforce partner CloudVandana to get started. 

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Field Accessibility In Salesforce

We know that “Field Accessibility” is an essential feature in Salesforce. Field accessibility is used to control field-level access for different user profiles.

Factors Controlling Field Accessibility

If we talk about the factor, so many factors define field accessibility, i.e., whether a user can edit and view that particular field or not. So you can easily control the user’s access. 

To fields at the user, field-level, or record type.

  • Page layouts— You have to set whether fields are visible, required, editable, or read-only for a particular record type.
  • Field-level security – In field-level security, It is configured for a user’s profile in field-level security. If the field-level security setting is more restrictive, these settings override field properties set in the page layout. For example, in Salesforce, field-level security is beneficial to assign page layouts to users without creating a new page layout. 
  • Permissions— Some user permissions override field-level security settings and page layouts in the permission set. For Example, if the users have “Edit Read Only Fields” permission, they can always edit read-only fields regardless of any other settings.
  • Universally required fields— In universally required fields, Making a field required on a page layout or through field-level security defines that users must enter a value. Making a field universally needed gives you a higher level of data quality beyond the presentation level of salesforce page layouts.

Let us discuss How to change field level accessibility in Salesforce

Step 1. Go to setup and in Quick find box type “Field Accessibility”.

Step 2. Now select the object you want to change field accessibility for.

Step 3. Now there are two options. 

  1. View by fields 
  2. View by profiles

In the View by profiles option, you can see field accessibility of all the fields of an object for selected profile (like here field accessibility of all the fields of Account are shown for system administrator profile).

In the View by fields option, you can see field accessibility of selected fields for all user profiles (like here field accessibility of Account Number field is shown for all User profiles).

Step 4. If you want to change the accessibility, click on-field access, a page will open.

Step 5. You can make the field required, read only, visible from here.

Step 6. Save your changes. And you are done.

Like this, you can access any field on any profile according to your business requirement.

Are you looking for a customized Salesforce solution for your business? Please feel free to take a consultation call with the Salesforce experts of CloudVandana today to get started. 

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Salesforce Multi-factor Authenticator

As we know that the Salesforce Authenticator is an intelligent, mobile-enabled two-factor authentication app that gives an extra and safe layer of security to your Salesforce account data. To protect the customer data, Salesforce recommends setting up Multi-Factor Authentication, MFA for short, for all users logging into Salesforce through the user interface.

Two Factor Authentication 

Here, Two-factor authentication is a fantastic way to keep online accounts and data secure and safe. Two-factor authentication means two things or two factors to access the data and account. 

Factor 1: In the first factor, this is something we know, like our username and password combination.

Factor 2: In the second factor, this is something we have, like a mobile device with a security app installed. 

This blog deals with the second factor, which is (The mobile device with a security app) and its essential features such as,

Types of Verification Methods in Salesforce Products Support for MFA

There are many types of verification methods available to access your Salesforce accounts; as we know, Salesforce has come up with three different kinds of Multi-factor Authentication. Here are the three ways you can use to clear the MFA to log in to your accounts.

  1. Salesforce Authenticator Mobile App: If you are using the Salesforce Authenticator App for MFA, it will show you a notification whenever someone tries to log in to your account along with their location. So, with this method, you can choose to approve or deny login attempts just with a tap. Salesforce Authenticator App is free for iOS and Android users.
  1. Third-Party Authenticator Apps: This is also a method for MFA that would allow you to verify your identity with unique temporary codes called Time-Based One-Time Passwords. If you want to choose/apply this way for MFA, you have many options like Google Authenticator, Microsoft Authenticator, or Authy.
  1. Security Keys: Basically, This is a small physical device that is easy to use. It is the leading way of authentication if you don’t have a middle device or cannot bring cell phones to your network premises. The best thing is that it requires nothing to install and no codes to enter.

Note:- “From February 1, 2022, Salesforce requires MFA for all users who log in to the Salesforce UI. You can get more information about this requirement, see “Announcement of the Future Requirement to Enable Multi-Factor Authentication (MFA) and Salesforce Multi-Factor Authentication FAQ.”

Set-up of Multi-Factor Authentication in your org

Salesforce has also provided a Multi-Factor Authentication Assistant. Salesforce has provided a checklist for each step from where anyone can follow to set up MFA.

Step 1

Firstly, go to the Setup, search “Session setting,” and select it. And make sure that in Session Security Levels, “Multi-Factor Authentication” should be High Assurance.

Step 2 

Type “Permission Sets” in the Quick Find box and click on it. Then create a new permission set for MFA (maybe you can create a permission set with the name “MFA Authorization for User“) to easily recognize this permission set. 

Step 3

In the permission set of your org, which you have created for MFA when you will scroll down, there is an option for “System Permissions,” select and enable the “Multi-Factor Authentication for User Interface Logins” and click the “Save” button.

Step 4

Now we need to assign this permission set to any users. Then, you can transfer it to your user for testing purposes.

Step 5

Setup the Salesforce Authenticator App:-

  1. Firstly download and install Salesforce Authenticator for iOS from the App Store or Salesforce Authenticator for Android from Google Play on your Mobile
  2. Now, Tap the app icon to open the Salesforce Authenticator on your mobile.
  3. Now, login into the org with your username and password to set up Multi-Factor Authentication. When you try to log in, you will find a page to connect that with Mobile Authenticator.
  1. Now, on your mobile, when you open the Authenticator app and select “Add an account,” then there will be a “Two-Word Phrase” to connect with the org. Use that two-word phrase to communicate with your org

After using “Two-Word Phrase,” you will be connected to Salesforce Authentication. Now, when you log in to your Salesforce org, there will be an approval request in your mobile to verify that org when you approve from your mobile, you will be able to open your Salesforce org.

Post Installation Steps:-

Finally, you are ready with Salesforce MFA. In Setup, when you search for “Identity Verification History,” from there, you will get details of everyone who is using the Salesforce MFA.

Suppose if a user accidentally lost his device, they won’t be able to access Salesforce without that. Then the solution/suggestion is, as an Admin, you need to go to their salesforce user detail screen and click “Disconnect” next to App Registration: Salesforce Authenticator. Then, for any reason/purpose, if you want to remove MFA, remove the user’s permission set permanently.

Are you looking for a registered Salesforce partner for a customized Salesforce solution? Please feel free to contact CloudVandana to get started. 

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Salesforce Workflow Rules

As we know that in Salesforce “Workflow Rules” is an automation tool that automates standard internal procedures/tools and processes to save time across your org. Basically, the workflow automation rule is the main container for a set of workflow instructions. These workflow rules/instructions can always be summarized in an if/then statement. 

For Ex. If you have symptoms of Omicron then stay at home.

Workflow rules can be divided into two main points.

  1. Criteria: The “if” part of the “if/then” statement. In another way, whatever must be true of the record for the workflow rule to execute the associated actions.
  1. Actions: The “then” part of the “if/then” statement. In another way, what to do when the record meets the criteria.

There are two types of action in Salesforce workflow Rules:-

  • Immediate actions: Immediate actions are the one that gets executed immediately when a record is created or edited.
  • Time-dependent actions: Time-dependent actions are the ones that get executed after a certain period of time, like 5 days or 5 hours before a record’s close date or created date. After this time of duration, the workflow rule will re-evaluate the record to make sure that the workflow rule criteria are met and if the record meets the criteria, the aligned actions will be executed.

Basically in Salesforce, workflow rules can have an ‘n’ number of actions at a time. The following actions can be triggered by using workflow rules in Salesforce:

  • Assigning a task to someone – Task
  • Doing a field update – Field Update
  • Sending an email – Email Alert
  • Sending an outbound message – Outbound Message
  • Select Existing Action – Send Actions

Steps to use Workflow 

Let’s take an example:- If the Account Type is “Technology Partner” then the Industry type will be automatically updated with “Technology”.

So, Let’s complete this scenario by using “Salesforce Workflow”.

Step – 1

Firstly, we will create a workflow. So firstly go to the setup and search “Workflow” in your Quick find box and select “Workflow Rules” and click on the “New rule”.

Step – 2

Now, select the Object in which you want to update the fields. Here, we are selecting “Account” & clicking “Next”.

Step – 3

After clicking on the “Next” button, you will get this page to fill your ‘Edit Rule’, ‘Evaluation Criteria’, and ‘Rule Criteria

So, here

Edit Rule: Enter Rule Name

Evaluation Criteria:- There are three types of evaluation criteria.

  1. Created: It defines that whenever a record is created and the criteria match with the record, the action is executed.
  2. Created and edited it: Basically, It defines that whenever a record is created or updated, the action will be executed.
  3. Created, and any time it’s edited to subsequently meet criteria:
    1. Basically, in this criteria whenever a record is created and it stands true to the applied criteria, the action will be performed. And suppose, if the record is edited and it doesn’t meet the criteria, the action will not be performed.
    2. If the created record doesn’t meet the criteria, and then it is edited or updated to meet the criteria so It will be evaluated again and, if it meets the criteria, then the action will be performed. Otherwise, it will not be performed.

Rule Criteria: Basically in this criteria, select criteria are met from the first drop-down menu and In the Field section, select the required field criteria and Explore different options according to your wish and requirement.

Then, hit Save & Next.

Step – 4

Now, it’s time to choose the Action that we are performing here. So as we have chosen to update the field in action so select “New Field Update” as an action.

When you save your action the page will look like this:- 

Click “Done” & “Activate” it.

Step – 5

Now, go to the “Account”  and create a new account and select “Technology Partner” in the Type field & hit the “Save” button.

When you save this record then the Industry type field will automatically update.

Like this, you can choose any action provided in the Salesforce Workflow automation tool according to the business requirement.

Are you looking for a registered Salesforce Partner for a successful Salesforce implementation and maintenance? Please feel free to take a consultation call with CloudVandana today. 

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As we know that Salesforce Functions is a new service on the Salesforce Platform that allows us to deliver a more scalable experience by extending the data and workflows that we already have, making them more sturdy with the power of elastic compute and open language ductility.

It is a service that allows developers to write code that integrates with data and events on the Salesforce platform and run it on-demand with an elastic scale in a serverless environment. Salesforce functions will help you:

  • Meet business needs with on-demand, elastic scale on trusted infrastructure
  • Functions are event-driven, elastically scalable, and they can be written in a language of your choice, such as Node.js, Java, or Apex.
  • It delivers connected experiences with Salesforce data.
  • They provide complete access to data in your org and can be integrated with other low-code and pro-code services.

What makes them great

Elastic Scale: You can extend Salesforce data with an elastic compute scale that is on-demand.

Stay on Platform: Build with pre-configured secure and safe access to C360 data.

Expand Talent Pool: You can extend Salesforce data with elastic Build inclusively with all your developer talent using open languages and tools that scale on demand.

Why Salesforce Functions

Other than being another elastic service that scales up based on the usage and automatically scales down on low usage, Salesforce Functions brings in some unique industry-first capabilities that can be extremely useful and productive for companies that are invested in the Salesforce platform:

  •  It is a fully managed, flexible, and scalable service that Salesforce operates. The developers can easily spend their time building innovative solutions without thinking about the infrastructure requirements for the same.
  • The immaculate functions work with the Salesforce platform without requiring any additional authentication and networking. Operators can easily access them within Salesforce by using multiple reference methods and running external business logic with Salesforce org-context in the serverless functions.
  • As we know, the functions support open languages and frameworks like Java and Node.js that can help developers inaugurate by using the capabilities of these technologies. The support for these technologies enables the addition of great features and can also drastically reduce the development time.
  • The multi-purpose or single elastic functions can be created that can be used by external web and mobile apps. Example: procedures for calculating the customer’s eligibility for a plan based on data in Salesforce objects.

Are you looking for a registered Salesforce partner to guide you through your Salesforce implementation and maintenance? Please feel free to contact CloudVandana to get started. 

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