SFDC SAGA

Attention Salesforce Admins and Developers!


Get Ready for Salesforce Cookie Use Restrictions


What's Changing:
Salesforce will soon enforce restrictions on third-party cookies.


To support users who block these cookies, it's crucial to test your custom functionality and code that relies on Salesforce session cookies.


Action Required:
- Enable the My Domain setting: “Require first-party use of Salesforce cookies.”

- Test your custom functionality and code with this setting enabled.


Why This Matters:
Ensuring compatibility with these restrictions will help maintain seamless functionality and user experience.


#Salesforce #Spring25 #sfdcsaga

1 year ago | [YT] | 1

SFDC SAGA

Say No to Salesforce Dumps: Learn the Right Way!
sfdcsaga.blogspot.com/2024/11/say-no-to-salesforce…

1 year ago | [YT] | 2

SFDC SAGA

Configure Conditions More Easily with Is Blank and Is Empty Operators in Flows!

Use the Is Blank operator in a condition to check whether a text value contains no characters or only white space.

For data type values other than text values, the Is Blank operator checks whether values are null.

Previously, you used the Equals operator and the Blank Value (Empty String) global constant.

To check whether a collection is empty, use the Is Empty operator.

Previously, you added the Assignment and Decision elements to check the collection size.

1. Add one of these above elements to your flow.
2. Decision, Wait for Conditions, or Collection Filter.
3. To configure a condition in the element, enter a resource that references a value.
4. Select the Is Blank operator.
5. Enter a resource that references a collection.
6. And then select the Is Empty operator.

#Salesforce #Summer24Release #sfdcsaga

1 year ago | [YT] | 1

SFDC SAGA

Transform Your Data in Flows!

Modify your data into the shape that fits your business process with the new Transform element in Flow Builder.

Now generally available, the Transform element includes some changes since the last release.

Mapping tips help you avoid errors before you save your flow.

Previously, you received errors for the Transform element only when you saved the flow.

Also, you can use your keyboard and screen reader to navigate the Transform element more easily.

Previously, you couldn’t navigate source or target data or hear descriptions about mappings.

To view a mapping tip of a misconfiguration error, hover over the error icon Error icon shown next to a target data field or collection when you configure the Transform element in Flow Builder.

To view a mapping tip next to a target field or collection that’s unavailable for mapping, hover over the space next to the target field or collection.

#Salesforce #Summer24Release #sfdcsaga

1 year ago | [YT] | 1

SFDC SAGA

Build Flows More Easily with Auto-Generated Element Names!

Now when you add an element to your flow while in Auto-Layout mode, a value in the Label is generated automatically. 

We also select that label so you can easily edit the generated value. 

This change applies to all elements except Screens. 

For Decision and Wait elements, paths are also named automatically. 

Salesforce also updated the panel headings to be consistent across elements when editing.

To streamline the process of naming elements, Flow pre-populate the Label field to ensure that names are consistent and unique across your flow.

From the canvas in Auto-Layout mode, add an element to your flow. 

The Label is automatically generated and selected.

#Salesforce #Summer24Release #sfdcsaga

1 year ago | [YT] | 1

SFDC SAGA

Check for Duplicates Before Creating Records in a Flow!

To prevent duplicate records, check for records that match a set of criteria in the Create Records element.

Also specify whether to skip or update matching records.

If you choose to skip matching records, the flow doesn’t create or modify any records.

If you choose to update matching records, the flow modifies the records with the values that you provide.

Some field-level configurations and validations in your org override the settings in the Create Records element.

1. In Flow Builder, create a flow that includes a Create Records element.
2. In the Create Records pane, enable Check for Matching Records.
3. Add one or more conditions.
4. Select whether to update or skip matching records.
5. Save the flow.

#Salesforce #Summer24Release #sfdcsaga

1 year ago | [YT] | 3

SFDC SAGA

Get a Summary of a User’s Permissions and Access!

If you've wondered what permissions, public groups, or queues a user is assigned, you're in luck.

With the User Access Summary you can see this information directly from the user’s detail page, saving you time, clicks, and effort.

There’s no need to run queries or look through each profile, permission set, public group, or queue when troubleshooting or managing access.

From Setup, in the Quick Find box, enter Users, and then select Users. Select a user, and then click View Summary.

#Salesforce #Summer24Release #sfdcsaga

1 year ago | [YT] | 3

SFDC SAGA

Add New Custom Fields to Dynamic Forms-Enabled Pages!

Quickly and easily add a new custom field to your Dynamic Forms-enabled pages by using a new step in the custom-field creation wizard.

Create a custom field as usual in Setup. After setting field-level security, you see the new step to select which Lightning record pages to add the field to.

New custom field wizard step screen, showing the Add Field checkbox selected and a Lightning record page selected.

The new field is added to each record page you select as the last field in the first field section on the page.

If there aren't any Dynamic Forms-enabled pages for the object for which the field is being created, then the new step doesn't appear.

#Salesforce #Summer24Release #sfdcsaga

1 year ago | [YT] | 2

SFDC SAGA

Fix Formula Syntax Errors with Einstein for Formulas!

Einstein for Formulas now helps you fix syntax errors in a formula in addition to providing an explanation for a formula that’s used in Formula fields, default field values, and record validation rules.

Create a formula or use an existing Salesforce formula in the Formula Editor and get an explanation generated.

For any syntax errors in the formula, use the fixed formula suggested by Einstein.

The formula syntax checker identifies syntax errors in a formula but doesn’t provide a solution to fix them.

Einstein for Formulas addresses this limitation by providing a fixed formula that you can use in the Formula Editor.

To fix a syntax error in a formula you entered in the Formula Editor, click Use Formula Assistant and Einstein suggests a fixed formula for you.

#Salesforce #Summer24Release #sfdcsaga

1 year ago | [YT] | 2

SFDC SAGA

See Dynamic Forms-Enabled Lightning Page Information for Custom Fields!

You can now successfully view the Lightning page information for custom fields in use on Dynamic Forms-enabled pages via the Where is this used? button.

In the Where is this used? list, a link to a Lightning page associated with a FlexipageFieldInstance reference type correctly routes you to the details for that page.

Previously, clicking a Lightning page link for a FlexipageFieldInstance reference type resulted in an error.

From Setup
Select Object Manager | Object Name | Fields & Relationships.
Click the name of a custom field used on a Lightning page that uses Dynamic Forms, and
Then click Where is this used?.

#Salesforce #Summer24Release #sfdcsaga

1 year ago | [YT] | 1