Usage is listed for each published variant of a content item. Switch to lightning experience. Super excited for those upgrades to dashboards and related lists! Portrait orientation and orientation switching arent supported on Lightning Experience on iPad Safari. It only takes a minute to sign up. This example SOQL relationship query returns records from the parent object Account and its child objects Contacts, Assets, WorkOrders, and WorkOrderLineItems. Salesforce has the ability to place custom links on the Sidebar of the Home page that allows a user to navigate to an internal or external page with just one click. Meet the Lightning Experience App Manager. Previously, they were dispersed throughout System Permissions. Build screens that feel like single-page apps and reduce the number of screens your user needs to click through. :- See week-over-week changes for each of the forecast categories so that you can adjust your sales strategies accordingly. It includes a range of modules covering numerous Salesforce development-related topics, including Apex programming, Visualforce, Lightning Components, and This change applies to custom Lightning web components in Lightning Experience, Experience Builder sites, and all versions of the Salesforce mobile app. How a top-ranked engineering school reimagined CS curriculum (Ep. Use the App Manager in Setup to customize your apps color and You can also see step progression, and amount changes. Select an object in which you want to add lightning action. WebClick the second Details tab. e whether youre aligned to meet your quotas, which opportunities are stuck, and overdue activities. In Custom Button or Link, using URL content source. 2. While were on the subject of emails, theres a brand new Flow to help your service agents link Contacts to Cases in Email-to-Case. The performance of these reports has also been improved for orgs with a high number of users. Your agent then selects the right contact to link to the case. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. When a user clicks on the link from a Campaign record it would open a report called "Campaigns with Influenced Opportunities (Customizable Campaign Influence)", I think this is a standard report. Then, click the microphone icon in the message field (1) and start talking. When a gnoll vampire assumes its hyena form, do its HP change? Trigger an External Action After a Prospect Engagement. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions. This page now renders using Lightning Web Components instead of Aura. To add quick actions using the page layout editor, from the object management settings for the parent object, open the page layout. I have a custom lightning component in my home page "Salesforce Login" Now my scenario is whenever I am clicking this "Salesforce login" in my homepage, it should redirect me to salesforce login page. For example, if you release a new update to your app, you can select a publishing time so that the knowledge article announcing the update gets published as close as possible to the time that the update goes live. Create Persistent Links to Lightning Knowledge Articles How to combine several legends in one frame? The flow finds all contacts with email addresses that match the inbound email address that resulted in the case. Budget $30-250 USD. Using the Post to Slack option on dashboards, you can share Lightning dashboards in Slack. What is Wario dropping at the end of Super Mario Land 2 and why? Can the game be left in an invalid state if all state-based actions are replaced? Enter a sample JSON request body that the API expects when configuring the HTTP Callout, and the API infers the external data structure. Each group of users has its own priorities. What does that Visible in Lightning column mean? Create principals and assign identity types to them from external credentials. : There are several enhancements in Salesforce Flow as follows: Send Salesforce Data to an External Server Without Code via HTTP Callout (Beta). You can display and hide fields and field sections dynamically, based on criteria that you determine. Schedule a Knowledge Article to Publish at a Specific Time. Users must have the Connect Salesforce with Slack permission in Salesforce, and they must connect their CRM Analytics for Slack app in their Slack workspace to their Salesforce account. Align Fields Horizontally in Field Sections. Here is the step to create a custom button. : Files are a treasure trove of sensitive and important information. This change also applies to Lightning web components in Open Source. Sun Street Scoped slots are now supported in light DOM Lightning web components. Salesforce Payments (Generally Available), Salesforce Payments is now generally available on the Salesforce platform, compatible with B2B Commerce, D2C Commerce, and Salesforce Order Management. Also, check out these beta and pilot features: Lightning Experience is supported by Apple Safaris latest version on macOS. Click New, select Home Page, then click Next. Looking for job perks? In the Sales Rep Command Center, you can immediately see if youre on track (1). Enable an activity sync solution, such as Einstein Activity Capture, to get the most out of Meeting Digest, including RSVPs, insights, and recommended actions. Access the Prospect Change Monitor from the Optimizer page in Account Engagement. Interpreting non-statistically significant results: Do we have "no evidence" or "insufficient evidence" to reject the null? Give Your Mobile Users the Dynamic Forms Experience (Beta). Find out which objects and items represent their highest priorities. With parameters, you can customize a components content, such as a chart or metric, without recreating it for each use case. For example, add a column that shows data imported from an external source, such as Stretch Quota or Internal Booking Target. Now the related list includes the quick action that you added (1) and users can apply the action to the records that they select (2). The left image shows the behavior without the new property selected. Reports from the User Access and Permissions Assistant now contain key details including users titles, profiles, and whether theyre active. Classic apps marked as visible in Lightning Experience are fully usable in Lightning Experience, but they dont take advantage of the app enhancements that Lightning Experience offers. This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Salesforce Scheduler enabled. Seeing tenant IDs in your contracts list helps you monitor license usage by tenant. You no longer have to use the Salesforce Payments managed package, except for limited use cases, such as B2C Commerce customers who accept PayPal payments and want to issue refunds with Order Management. Talk to your users. Learn more about Stack Overflow the company, and our products. You can also log an email to a non-recipient record, like an account or opportunity. You're welcome. Another Salesforce release is approaching, which means a whole bunch of new features and functionality to play around with. Find what they need using item names for easy recognition, Complete actions and access recent records and lists with a single click, Personalize the navigation bar to suit the unique way they work. In the text box, paste the flow URL. Ownership transfer of an unlocked package or second-generation managed package from one Dev Hub org to another is generally available. Here recid is the attribute of the lightning app - OpptyProductDuplicateApp , which will hold the record Id. Then, when you create a report, select, Supported Browsers for Lightning Experience, Customers / Administrators Point of View. Ensure that Historical Trending is on for Forecasting Item. All you need is to drag the standard component Rich Text on the home page and the write the link using rich text editor in right hand side of Lightning App builder. Use landscape orientation and maximize your Safari browser to full width. You can download release notes in. English version of Russian proverb "The hedgehogs got pricked, cried, but continued to eat the cactus". UPDATE - Use the Lightning Experience Configuration Converter recreates your orgs Recipients can view dashboards, share, subscribe, and open the dashboard in Salesforce. Reuse the same dashboard for all your regional teams while preserving existing filters that are already set up for each team. Subscribe. New tips in Lightning App Builder remind you to opt in to the beta feature and to remove your Record Detail Mobile components. 4. This change applies to Lightning Experience and all versions of the mobile app in Enterprise, Performance, and Unlimited editions with the Sales Cloud. When you query PlatformEventUsageMetric, you can use these new fields: Enhanced usage metrics is available in API version 58.0 and later after you enable this feature in Metadata API using PlatformEventSettings. GL20 5NX. Improve this answer. To record a message during an enhanced messaging session, make sure your web browser has access to your microphone. WebCustom Button and Link Fields Constructing Effective Custom URL Buttons and Links Editing Window Open Properties Merge Fields for Custom Buttons and Links Adding Using the Post to Slack option on dashboards, you can share Lightning dashboards in Slack. Put low-priority items at the bottom, or remove them altogether. For best results, upload an image thats 128 by 128 pixels. salutation is now available by default. No more cloning dashboards for different teams and business units. In sad news, the News, automated account fields, and automated account logo features are being retired in all Salesforce orgs in Winter 24 on October 13, 2023. Use FileEvent and FileEventStore, now generally available, to track file previews, uploads, and downloads from the UI and API. Accounts, events, and organizations. I have an issue with custom fields not showing up in lightning mode, but they are visible in classic mode. Additionally, attribute names can include duplicate underscores (__) and an underscore followed by a hyphen(_-). Here are some tips for using Salesforce Trailhead effectively: The calendar has received a multitude of enhancements to maximize your productivity with the Summer 23 release including: Another little productivity enhancement is the ability to view your calendar with a single click, without interrupting your current work on the screen. This feature is available in the Field Service mobile app for Android and iOS. This If so please add code as well. Now you can see the ID of your Salesforce org, Tableau deployment, Mulesoft org, Commerce Cloud tenant, and your Marketing Cloud MID (Member ID) in the contracts area of the Your Account app. News, Automated Account Fields, and Account Logos Are Being Retired, Allow Delegated Admins to Manage Permission Set Group Assignments. WebSetting Custom Authorization Creating Custom Site Properties Creating Branding Properties Adding Input Fields to Forms or Pages Storing Assets to Use with Salesforce Objects After adding the interaction, a user can click the text widget (1) and preview the dynamic values before starting the flow (2). Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. These policies can be automatically applied when new users are created or existing users updated. Third Floor Library Building This change applies to Lightning Experience in Unlimited Edition. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. Now youre ready to create your own custom Lightning apps. And you can personalize Einstein Bots for Sales to meet your business needs. Inserting Images Add a toolbar button for uploading and inserting images by using lightning:insertImageButton as a child component. Link the button to the flow using URL parameters. Automating Salesforce One Click at a Time, Last Updated on April 30, 2023 by Rakesh Gupta. Heres an example of a Service Catalog site that uses the custom Aura components. WebShare the Flow URL or Create a Custom Button, Link, or Web Tab Loading Sorry to interrupt CSS Error Refresh Help Sign UpLog In Automate Your Business Processes Content CloseClose Loading Search Search Filters (0)Add Select Filters Clear AllDone Automate Your Business Processes Which Automation Tool Do I Use? Click Buttons, Links, and Actions and then New Button or Link. Go to the Trailhead website at https://trailhead.salesforce.com/ Click on the Sign Up button on the top right corner of the page. To add permission sets to an organization-wide email address, go to the Organization-Wide Addresses page in Setup. Configure the custom buttons display properties. Using the Post to Slack option on dashboards, you can share Lightning dashboards in Slack. users in their delegated group, giving you more time for other admin tasks. After you create the callout action, set the body for the flow by creating a resource and selecting the Apex class for the external servers body. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, Developer, and Performance editions. The query aggregates the results into one-hour intervals as specified by the, Integrate Real-Time Events with Amazon EventBridge with Point and Click. Additionally, only a subset of all the possible public properties could be addressed declaratively via the template. Data Settings for Dashboard Metric Components. : Stay compliant with data privacy laws like the General Data Protection Regulation (GDPR), and maintain a record of your users consent changes in Field Audit Trail. If you needed one component to influence another, you placed them on separate screens. In a few simple steps, you can give an app a name, set its primary color, upload a logo, specify which items appear in the apps navigation bar, and assign the app to user profiles. WebLightning component tabs: Only custom Lightning components that have a Lightning component tab associated with them can appear in the navigation menu. In Search Manager, you can now choose which objects to make searchable or not searchable for each user. What Does ChatGPT AI Mean for the Salesforce Ecosystem? In this continuing pilot, the wallboard includes more charts. This change also applies to Lightning web components in Open Source. You don't need to create Custom component at all. Browse other questions tagged. To get the most out of the charts, set the maximum retention period available. Some patterns like. Get a website bot up and running quickly with a guided onboarding experience. My second favorite new feature has to be the ability to add rich text fields and images to dashboards. Users of Unlimited Edition can now add up to five filters on a Lightning dashboard. Personalize the Size and Placement of the Guidance Center Panel, To pin the Guidance Center, click the pin icon. And, its the default tab in Event record details for users with Einstein Activity Capture. 1. In Omni Supervisor, open the Wallboard tab and optionally select a queue. Users can update additional fields using inline editing in Pipeline Inspection. This change is available to customers who purchased Salesforce Shield or Salesforce Event Monitoring add-on subscriptions. Ask users to post feedback to a Chatter group. You control which SSO configurations use a third-party MFA service and which use Salesforce MFA. Now it isnt necessary for users to remember what they selected on a previous screen, thus less confusion and fewer clicks. Now you can include the Region filter and even have room for a Created Date filter as well. Advanced Administrator Link from Dashboard Components in Lightning Experience. You can now manage and update the picklist values for the Salutation field in Lightning Experience. This feature is available in Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions with the Field Service managed package installed. Sanjay Gupta Tech School. Select a publication time for a knowledge article. These components allow you to better organize your pages, as well as improving performance. Share. column on the forecasts page. The summary options available depend on the table type. From Setup, on the Process Automation Settings page, select, Update the Screen in Real-Time using Formulas (Beta), Log Emails Sent with the Send Email Action. Follow. There, you will see the New Event action. Advanced Salesforce Flow To add quick actions from the Lightning App Builder, add or select the Dynamic Related List Single component on the record page, and then, in the properties pane, click. : Mobile Offline, available with Salesforce Mobile App Plus, gives users the ability to do their jobs from anywhere, including places with poor network connectivity. Sales managers can use built-in charts to visualize the state of their forecasts and better assist their sales reps in meeting their sales targets. To use this feature, find the flow template called Find Contact for Associated Case from Email-to-Case and add it to the Actions & Recommendations component. There exists an element in a group whose order is at most the number of conjugacy classes, How to convert a sequence of integers into a monomial. This example uses stack depth to terminate a chained job and prevent it from reaching the daily maximum number of asynchronous Apex method executions. Flow user permissions are now all consolidated under a new Flow and Flow Orchestration section in App Permissions. When not locked, the due date can be updated when the target reaches the step. This is available to Unlimited Edition customers. With Mobile Offline, Lightning web components that have been developed for offline use can display and update records while a mobile device is disconnected from the internet. If your org uses utility features, you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer. Recipients can view You cant access the Salesforce mobile app on these devices. Scale Center provides self-service and near-real-time access to performance metrics. Quickly update your pipeline including checkbox, email, phone, and URL fields on Opportunities. With the Summer 23 release, you can now automate your users assignments to managed package licenses, permission sets, and other access mechanisms based on criteria that you set. The Lightning Editor is in open beta in Summer 23. Previously, in Salesforce Classic, the function converted only valid Salesforce 15-character IDs. GraphQL APIs are more flexible and efficient than traditional REST APIs and provide a modern way to integrate applications. To see the new property, click a Field Section component on a Dynamic Forms-enabled page in Lightning App Builder. Now theres a new and better way to use the Salesforce multi-factor authentication (MFA) service for SSO logins. This change applies to custom Lightning web components in Lightning Experience, Experience Builder sites, and all versions of the Salesforce mobile app. Use the monitor to help you adjust your API integrations and automations that could be eating up processing power in your business unit. You can view stuck opportunities (2), overdue activities (3), step progression (4), and amount changes (5). Every selected product has conditions and it's WebLets dive right in and try it out. When using the related list View All page you can expect greater performance! : There are several enhancements in Flow Orchestrator as follows: Control the Running Context of an Orchestration. Lightning Knowledge and Einstein Search for Knowledge must also be enabled. You can call a lightning app on click of a Detail Page Button and embed your lightning component in the lightning app. In the Advanced Editor, click. You will observe a picklist with the label Action Type. Use the maxToasts attribute to set the maximum number of toasts in the container. Manage Cadence Step Timing More Precisely. Identify issues with performance or scale. The new adapter also includes special extensions for AWS AppSync and provides seamless access to Amazon RDS. What are you most looking forward to? Users are redirected to the full site experience thats enabled for themLightning Experience or Salesforce Classic. Whether the step due date is locked. Improve Dashboard Performance. pass in an invalid ID, the function returns the ID passed in. In API version 58.0 and later, SOQL relationship queries can contain a parent root as the first level of the query and child relationships up to four levels deep from the parent root. For example, when you add the same component to multiple dashboards it can now change dynamically and integrate with the content of the dashboard. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. or example, to send an email to a contact using an email template with Contact and Account object merge fields, set Email Template ID to the ID of the email template to. 44.6K subscribers. It shows all your connected apps and Salesforce apps. To add quick actions using the page layout editor, from the object management settings for the parent object, open the page layout. Setup: From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page In the left-hand Search panel, look for Related Quick Links Drag the Related Quick Links to the section of Salesforce Mobile App Plus combines mobile offline access, enhanced app security, and branding capabilities. Combine charts, text, and images to inform, engage, and guide viewers. This change applies to custom Lightning web components in Lightning Experience, Experience Builder sites, and all versions of the Salesforce mobile app. Add a flow that puts customer information at your agents fingertips. The premise of Dynamic Forms is to create user-centric, intuitive page layouts that display the right information at the right time. This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited editions. Be confident that your implementation scales and adheres to your performance SLAs. News: Displays the News app, a one-stop place for news and other insights about the users accounts, contacts, leads, and opportunities. List two best practices for planning Lightning apps for your org. Einstein Search gets two notable updates in the Summer 23 release. Can any one tell how to add it in lightning component Custom Link: https://dfsco- In pivot tables, you can include row and column totals as well as subtotals. Scoped slots in shadow DOM arent supported. Your users can create records and access recent records and lists directly from the navigation bar (4) for items like Opportunities. On the Interactions tab on the Widget Properties panel, add a Start a Flow action and select the flow. You can add quick actions on a related list in one of two ways. : Help your team get results related to their work by configuring all your searchable standard and custom objects for each user profile. Use the filters to view each feature area in depth. Understanding trends across periods can help to identify areas where sales reps or managers need assistance and mentoring and where they excel. Enable Faster Account Sharing Recalculation by Not Storing Case and Contact Implicit Child Shares (Release Update). Map External Credential Principals to Permission Sets and Profiles. Assign external credential principals to users using permission set groups and profiles so that they can make callouts to remote systems with appropriate access. Its time for the fun part: deciding how to set up Lightning apps for your users. Performance Assistant gives you a Test Ops suite that contains Test Plan Creation, Test Environment Setup, and Test Execution. Can you still use Commanders Strike if the only attack available to forego is an attack against an ally? The CASESAFEID function now behaves the same way in Lightning Experience and Salesforce Classic. The previous limit was three filters. Let us know in the comments below. drag the standard component Rich Text on the home page and the write the link using rich text editor in right hand side of Lightning App builder. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. It looks like they were able to create a hover link with a compact layout - you could piggy back off of this design and on hover display a Lightning Table. If you dont see the actions on the related list, from the Lightning App Builder, set the related list type to Enhanced List. Then trim down the list for each groupsales reps, sales managers, execs, and so on. Only Create a Record and Update a Record quick actions are supported in this release. Add the new column to the forecast type to see it on the forecasts page. A checkmark in the Visible in Lightning Experience column means that the app is accessible in Lightning Experience via the App Launcher and is fully functional. Search and Display Data Table Results in Screen Flows, Reference Choice Sets Only in Choice Components, View More Elements on the Flow Builder Canvas. Then, users with access to import data and who have the Manage Forecast Custom Data permission can import data to each forecast type using Data Loader or through the API. Diagnose root causes and act on scale issues earlier in your development cycle. Is there a generic term for these trajectories? Salesforce Summer23 Release Quick Summary, Create Rich Search Results with Structured Data (Pilot), Check Voice Channel Performance with More Metrics (Pilot), Interrupt Long-Running Work to Handle Time-Sensitive Work (Pilot), Guide Your Mobile Workers at the Right Place and the Right Time (Pilot), Use DataWeave in Apex to Enable Data Transformation to Different Formats (Beta), Configure Searchable Objects for Each User Profile (Beta), Start a Dynamic Flow Directly from a Dashboard Widget (Beta), Add to the Actions Bar in LWR Sites (Beta), Accelerate Sales Cycles with Einstein Bots for Sales (Beta), Build Bots Faster Using Einstein Bot Blocks (Beta), Resolve Cases Faster with Einstein Search Answers (Pilot), Monitor Contact Center Health in the Omni Supervisor Wallboard (Pilot), Include Email Conversations When You Build Your Conversation Mining Reports (Pilot), Lightning Web Components Developer Guide: HTML Template Directives, Develop Offline-Ready LWCs with the LWC Offline Test Harness, Validate Lightning Web Components for Offline Use, Different Ways to Make Screen Component Read Only, Configure the Batch Size for Platform Event Trigger, Find Next Business Day From a Specified Date. Previously, the Knowledge Article component was available only in Aura sites. The flow lets agents link contacts to cases created in Email-to-Case. Each Lightning app has a navigation bar at the top of the page, letting your users: Think of the navigation bar as a container for a set of items and functionality. From Delegated Administration in Setup, create or select a delegated group. The app is designed to help you analyze and report on permission assignments, as well as providing an easy wizard to manage permissions. Show a custom set of Salesforce actions on an object detail page and then customize the bar to match your branding. Create a Service Catalog site that provides your customer and partners a self-service portal for the seamless browsing and requesting of items from your Service Catalog. WebMove Reports Between Folders in Lightning Experience Customize Report Views in the Run Page Create an Article Report Report on Salesforce Knowledge Articles Create a Folder for Article Reports Fields Available on Salesforce Knowledge Reports Create a Report Type for Article Reports Improve Dashboard Performance: Best Practices Idea Reports View Table Totals and Subtotals in Direct Data. I dont know about you, but I would love to see this become available for all editions! Create an Activity tab. For example, the user sees a real-time screen update of a price discount, tax amounts, and shipping costs. In the Forecasts Changes chart, review how the current forecast has changed week to week by forecast category. Is it safe to publish research papers in cooperation with Russian academics? You can even include a utility bar and Lightning page tabs in your Lightning app. Yes please. This change applies to Revenue Intelligence in Sales Cloud in Lightning Experience in Enterprise and Unlimited editions for an additional cost. More filters please Salesforce. Create a Lightning app with custom branding. This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Group usage by client to find out how many clients subscribed to a particular event and how your event delivery usage is shared among clients. For example, I added a custom field under account (checkbox whether a company is based in EU). To use a question with dynamic options with an enhanced bot, in the Bot Builder, add a dialog step to reference the Apex class or flow that dynamically provides choices and any other input parameters. The menus for every user group share some common objects, like Home, Tasks, and Feed. What is scrcpy OTG mode and how does it work? : Help your LWR site users take more action on Salesforce records with increased action support in the Actions Bar component. Refine and target your dashboard data with up to five filters on Lightning dashboards. 6.7K views 2 These reports help you better understand and identify common cases or customer issues. Einstein Bots for Sales transform the web-to-lead experience and help you build customer relationships at scale.