Blog - TechForce Services

Salesforce World Tour

What is Salesforce World Tour

Most Salesforce World Tour events focus on creating buzz around the high-level ideas that the technology company is working on and World Tours are no different. This year there was a lot of discussion around the new Lightning interface, artificial intelligence, and the customer journey.There were many options to learn how to better use Salesforce. There was even a smartphone app to help you plan your day. This was really helpful as sessions overlapped and you could find yourself bouncing around to different sessions all day.

Make the World a Better Place

Every year, Trailblazers from all over Australia gather together at the Sydney World Tour for a fun-filled day of career transformation, innovation, and connecting with fellow Trailblazers.At the World Tour, Salesforce shares the company’s vision for the future and announces key innovations to our Customer Success Platform. These innovations will empower you to move faster, work smarter, grow your career and connect with your customers in a whole new way. This year, we also share how Salesforce is embracing the Fourth Industrial Revolution

We Are All Trailblazers

Trailblazers are customer innovators, technology disruptors, and global shapers.

We believe anyone can be a Trailblazer —developers, administrators, sales leaders, marketers, and CEOs.

AMP CEO highlights customer-led technology investments in a solid financial result.With Financial Services Cloud, AMP went from 40 systems to one platform, to get a single view of their customers.By connecting every channel across the company, customers will have a seamless, consistent experience — however, they interact with AMP.

AMP’s CEO says further investment into technology capabilities such as its Goals 360 advice platform and Salesforce CRM are transforming the financial planning process for customers and the advisers supporting them. AMP reported underlying profit of $1.04 billion in the full year, up from $486 million. Net profits came in at $848 million, again, nearly $500m than last year’s result.

Like many financial sector organizations, AMP is looking to digital capability as a way of driving further growth while repositioning the business around customer-based outcomes. A key one for AMP is its Goals 360 platform, which debuted in early 2016 and is available across its AMP Advice business.

The Goals 360 platform looks at the financial position of a customer and then uses real-time probability modeling against 1000 different scenarios that could potentially impact a customer’s financial goals. This is showcased to the client via interactive technology supported by human coaching. AMP CEO, Craig Meller, said the platform gives customers a greater position on the likelihood of achieving these goals compared to the traditional consulting model, and in an easy way.“It’s also a higher quality type of engagement, and with the automation, is much more efficient for the consumer,” he said.

Keynote: The Fourth Industrial Revolution will be shaped by Trailblazers

Executive Vice President of Product and Solutions Marketing, Stephanie Buscemi, kicked things off by talking about the Fourth Industrial Revolution. She spoke about the incredible wave of revolution that’s building, in which the physical and digital worlds are beginning to blur, and where innovation and technology are radically transforming our economies, societies, and lives.

Every industrial revolution is defined by Trailblazers, and the Fourth Industrial Revolution is no different. The future will be shaped by Trailblazers. Now more than ever, we need to blaze trails together, and create a future for us – not let the future happen to us.

Circle the Schools coming to Australia

Global Circle the Schools program to Australia as part of our commitment to equality and giving back to our community.Salesforce was founded with a vision for a different kind of company – to change the way the world does business and, at the same time, improve the state of the world. Providing students with access to technology skills.The students in our community require our support in navigating the changes brought about by the Fourth Industrial Revolution. We need to be active in ensuring technological advances don’t lead to inequality by acting now to advance equal opportunity in education.

Education is crucial for everyone in our society to have the best possible opportunity to succeed and live their best life. We believe education is the true equalizer for all.The Circle the Schools program brings resources to our schools and students by exposing students to the world of work – connecting them with experiences and mentors that open their eyes to the careers and industries available to them, right in their local community.

Each school will be matched with a Salesforce executive sponsor and a team of employees who will participate in volunteer activities throughout the year. All schools involved in the Circle the Schools program will receive:

A tailored action plan, with a minimum of four engagements per school, each year, aimed at meeting jointly-developed STEM education goals.

Salesforce employees’ volunteer time and funding to support initiatives.

Other examples of support that will be provided through the Circle the Schools program include Hour of Code sessions, leadership training for staff, career days and coaching with students.

Starlight Children’s Foundation We granted a wish!

Starlight is committed to ensuring all members of the public have a positive Starlight experience Brightening the lives of seriously ill children, young people and their families across Australia.Starlight Children’s Foundation brightens the lives of seriously ill children and their families throughout Australia. With a network of over 700 children’s hospitals and 1,500 volunteers, Starlight Children’s Foundation is a Trailblazer, bringing happiness to children through entertainment, education, and one-of-a-kind experiences.

During the keynote, Starlight Children’s Foundation CEO, Louise Baxter, set attendees a challenge – grant a wish to a sick kid. And did you all deliver!“When I speak to a parent about the diagnosis of their child, they never say, ‘last week, last year’,” said Baxter. “They say the date, the time of their appointment.”It’s the time that everything changed for that whole family, she explained, and the time the child and family started needing extra support.

Thanks to the hard work of the Starlight Children’s Foundation and the generosity of supporters, Starlight will be able to provide that support to one more child with funds raised at Salesforce World Tour Sydney.Starlight Children’s Foundation also inspired us with their story of technology transformation, having transformed their disparate IT systems and siloed data into a fully connected system – and more importantly the impact this is having on the children they help.

We looked into the future

Trailblazers are the future of customer success – the customer innovators, tech disruptors and global shapers of the Fourth Industrial Revolution.

The future of work, the future of organizations and, most importantly, the future of customer engagement drove discussions in our future-themed breakouts, and Trailblazers in the expo snuck a peek over the horizon in Codey’s IoT shop – getting hands-on experience with the technologies that are propelling us forward.We can all be disruptors, leaders, and agents of change, personally and professionally – and technology is at the heart of innovation

There was lots of love among the Ohana

If you ask anyone, one of the best bits about World Tour is the coming together of our Aussie and Kiwi Ohana. World Tour is always a great opportunity to catch up with old friends and make new ones, to hear how Trailblazers are championing customer success in their organizations and learn how others are tackling similar problems. Yep, it was definitely a big love in.

Loads of learning in the Campground

The Campground was THE place to get all the answers from Salesforce and our partners, and to experience the tech that can help you connect with your customers in a whole new way.It was also the place for fun – with Astro’s River Run VR challenge, abseiling with Astro and Codey at the 3D photo booth – and getting our hands dirty planting 4000 seedlings for Greening Australia.And the Trailhead Zone hosted more learning than ever before – aside from the five hands-on workshops and 24 practical sessions, 547 people completed trails to earn the World Tour Sydney Trailhead badge.

A future of equality

Equality being one of our core values at Salesforce, we’re passionate about working with our Ohana towards creating a future of equality. Later in the day, journalist Emma Alberici hosted a powerful panel discussing the challenges and opportunities in realizing this future.

During the panel, Independent Member for Sydney, Alex Greenwich, spoke of the importance in fostering a culture where misogyny, homophobia, sexism, and racism is called out; along with the need for mentoring and support groups to help those underrepresented thrive. While, Penny Locaso, CEO, and Founder of BKrindred, argued that traditional work structures need to be reimagined as they’re currently working against equality.Resoundingly, one of the key takeouts from the day is that business and strong leadership is the greatest catalyst for equality change, and that means motivating more businesses to be part of the solution.

As did individual Trailblazers

It wasn’t just brand sharing their Trailblazing stories. World Tour Sydney 2018 also shone a light on the individuals driving change within their organizations, pushing for customer success and just being downright Trailblazers.One of the day’s heartwarming highlights was when Trailblazer Rebecca Aichholzer received a Golden Hoodie (only the second person in APAC to be gifted the coveted jacket).“Being a Trailblazer to me is about being an innovator, a disruptor,” she said. It’s about always learning and growing in yourself, and actually creating a world that you want to live in.”

Join the community of Customer Trailblazers at an event near you.

TrailheaDX Salesforce Developer Conference San Francisco March 28-29, 2018 REGISTER NOW >

Salesforce World Tour Washington DC April 4, 2018, REGISTER TO WATCH>

Salesforce World Tour Boston April 5, 2018, REGISTER NOW >

Salesforce World Tour Amsterdam April 12, 2018, REGISTER NOW >

Salesforce World Tour New York April 26, 2018, REGISTER NOW >

Salesforce World Tour Toronto May 3, 2018, REGISTER NOW >

Salesforce Connections Chicago June 12-14, 2018, REGISTER NOW >

08Mar

Salesforce Trailhead Leaderboard

Posted by Vamsi Krishna Gosu

Hello Trailblazers,

If you are blazing through salesforce trailhead

to learn and practice your salesforce skills or
to prepare for your salesforce certification or
to improve your salesforce development & implementation knowledge,

in the process of doing the trails, you want to know how much you have progressed in the ocean of trails, modules, projects, and Superbadges globally and where you stand currently among the other global trailblazers who are using Salesforce trailhead.

here are some of the (unofficial) trailhead leaderboards developed by the community where you can enroll/register your trailhead profile and check your progress with the other trailblazers.

Trailhead Leader Board(unofficial)

About Author’s Trailhead Profile

Happy Trailblazing !!

“We @ Techforce Services are specialized in Salesforce Development – Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization”.

Talk to us to know how we can Simplify your Salesforce journey.

08Feb

Using Visualforce components inside Salesforce Service console

Posted by Prakash

I was recently working on enhancing a service console and got to learn lot of things. One of the things I struggled with is embedding Visualforce page as a component inside a console. In this post I would like to share at a high level, the steps involved in customizing service console using Visualforce component. Please note this post refers Salesforce classic UI.

Create Visualforce component

This is no different than developing a regular Visualforce page with the data that needs to be displayed on the console.Since this page is going to be displayed as a sidebar, consider styling the elements so they auto-align and look good when you resize the side panel. I like using SLDS for styling (refer https://www.lightningdesignsystem.com/ ).

Implementing the component

(a). Select a page that you want the new Visualforce page to be added and Click on ‘Custom Console Components’. In this example I used Case layout to display Account detail.

(b). Decide which sidebar you wish to show the new Visualforce component and add Component type, Component, Label, Width and Height. The component can be a lookup, Canvas App, Related list, Knowledge One, Topics, Files, Report chart in addition to Visualforce Page. Select the Visualforce page that was created in Step 1.
(c). Save

Now that we are done with creating the component and adding it to page layout. Go back to console and refresh the page.This is how console looks after the visualforce component is implemented. Highlighted portion in left sidebar comes from the Visualforce page.

Considerations

Often displaying many fields in the Visualforce component would clutter the console. Carefully choose the fields required by collaborating with Business Users.
Get to know most frequently referred data elements in resolving a case or answering a customer’s query. Based on the users’ feedback, positioning of the fields can reduce time to complete a task. For example, a support executive’s first step in resolving a case is to know if it relates to a Priority customer. In that case it does not make sense in placing ‘Type of Customer’ field at the bottom on the page.
Add hovers on key fields to give a glimpse of most important information Users need to know without having to click and open to view the record.

Limitations

When Visualforce pages are used as components, two URL parameter values are passed automatically: id and inContextPane.
Id - The ID of the detail page in which the component displays. This parameter is only passed if the ID is available. Value is 15 char record Id.
inContextPane - Indicates the Visualforce page displays as a component in a Salesforce console. Value will be ‘true’.
If a Visualforce Page has been assigned to page layout as a component, you cannot delete it.

"We @ Techforce Services are specialized in Salesforce Development - Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization".

29Dec

Salesforce Platform Developer II Certification

Posted by Vamsi Krishna Gosu

If you are taking up the Salesforce Platform Developer II certification, then you should be aware of the new system under which you will be getting this credential.

You need to complete the below 4 Superbadges in Salesforce Trailhead
You have to register for the Platform Developer II Multiple choice exam in Webassessor and pass the exam
Once you have completed all the 4 superbadges, you will receive an email from Salesforce Trailhead team with the instructions to link your Trailhead and Webassessor accounts (Note - it might take upto a week for you to get this email after you completed all the 4 superbadges)
Following the instructions, You have to Link your Trailhead and Webassessor profiles and verify your profiles.
After you have completed
1. all 4 superbadges thru Trailhead,
2. passed the exam thru Webassessor and
3. linked your Trailhead and Webassessor profiles,
Salesforce will then award you the Platform Developer II credential. Note again - this might take upto a week once you have completed both 1 and 2 and linked and verified both your Trailhead and Webassessor profiles
Here's the reference from Salesforce Certification Knowledge Base about the overall process and a quick screen shot of the instructions

The Salesforce Certified Platform Developer II certification validates the below skills,experience,and knowledge:

Understands the principles and best practices of Salesforce data modeling, interfacedesign, code development, and testing, and can apply these principles in real-world development environments.
Is capable of defining appropriate solutions to meet specific business
challenges/process requirements to extend/customize the platform by applying knowledge of declarative and programmatic features of the Force.com platform.
Is competent developing Apex code that will scale to large data sets; has a good understanding of platform behaviors, limits, and performance considerations.
Can build custom user interfaces to display and interact with Salesforce data using the Lightning Component Framework, advanced Visualforce, CSS, and JavaScript.
Is competent tuning Visualforce pages and understands performance implications of the controller design.
Understands and applies best practices for general web and Salesforce-specific security concerns.
Can design and implement complex sharing models using declarative and programmatic methods.
Can design and implement a test plan that ensures adequate quality (e.g., code coverage, application behaviors, scalability, environment independence, security)across application components.
Can deploy custom applications, has a broad understanding of the Force.com development lifecycle, and understands deployment tools and knows when to apply each tool.
Understands and uses Apex SOAP and REST web services and how to call out from Apex using SOAP and REST.
Understands and uses asynchronous programming – queueable, batchable,schedulable, @future, etc.
Understands and applies appropriate techniques for error and exception handling in various programmatic contexts.
Implements best practices for trigger development and design patterns, other business logic development, and reuse.
Knows how to surface Lightning Components on a Lightning page and with Quick Actions.

"We @ Techforce Services are specialized in Salesforce Development - Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization".

28Dec

Salesforce Advanced Apex Specialist – Trailhead Superbadge

Posted by Vamsi Krishna Gosu

Continuing my quest with trailhead #SeizetheTrail , the last one in my list is the Advanced Apex Specialist Superbadge .. I started working on this superbadge and this post is to document some of the findings / tips / gotchas as I progress thru this one.. Step 1

make sure you create the Custom metadata records with the exact same names given (that matches the product families)
in the constants apex class, declare all the properties as public static

Step 2

OrderTrigger needs to handle only after update event
OrderTrigger should use the Orderhelper internally for the rollup
Don't forget to remove the "with sharing" from the orderHelper class

Step 3

Override the Add and New button under Product object to use the visualforce page
Product2New visualforce page
- in the pageblock table columns, use the field labels as headers using $ObjectType
- update the column values to use the productRecord fields inside the productwrapper
- use apex:chart to display the horizantal bar chart in a separate pageblock above the table
- reRender the required components from the Save and Add buttons
Product2Extension apex class
- Make the Controller class "Without Sharing"
- add the inner class ProductWrapper
- replace the list of products with list of productwrapper
- use Savepoint in the Save method
- iterate thru the productWrapper and extract the products and pricebookentries and insert them separately
- use try catch block and do a rollback if there are any errors
ChartHelper apex class
- Make the ContChartHelperroller class "Without Sharing"
- move the chart data initialisation logic to Chart Helper class
- make the GetInventory method @AuraEnabled

Step 4 This is probably the simplest of all the steps.. update theTestDataFactory class to handle the key requirements given..

Make sure all the methods in the TestDataFactory class are Public Static and the class is marked "with sharing"
all the construct methods should create the mentioned objects with the required fields and unique names and return the records without inserting them
use the Insert method to call all the construct methods and then insert the records returned from those methods.

Step 5

Update the VerifyQuantityOrdered method in TestDataFactory with a System.Assert to compare the Quantity Ordered between the Updated product and the original product plus the incoming quantity
run both OrderTests and Product2Extension_UnitTest and make sure both the test classes are passing and the classes they are intended to cover has more than 75% coverage

Step 6

Don't forget to create the chatter group "Inventory Announcements" .. mark it public and tick the disable auto archive checkbox and use the description text given
update the product trigger to handle only after update and use the product helper class to handle the after update logic
update the product helper class AfterUpdate method to use the postAlerts method which in turn will be using the AnnouncementQueueable class to process the chatter group notification
AnnouncementQueueable is a Queueable class and uses ConnectApi to post the announcement

Step 7

Override the New and Edit buttons under the Order object to use the OrderEdit visualforce page

Step 8 This was my last superbadge and by completing this Advanced Apex Specialist Superbadge , I'm now eligible for Platform Developer II certificate provided I clear the multiple choice exam.. 🙂 Good luck to you all if you are working on this superbadge or preparing for the Salesforce Platform Developer II certification.

"We @ Techforce Services are specialized in Salesforce Development - Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization".

23Dec

Salesforce Lightning Component Framework Specialist – Trailhead Superbadge

Posted by Vamsi Krishna Gosu

I’ve successfully completed the Lightning Component Framework Specialist superbadge & this post documents some of the tips & tricks/gotchas that I noticed as I progressed thru this superbadge..
Overall it took me close to 7 hrs (split across 3 days) to complete this with the below breakdown of steps..

Day 1 – Step 1, Step 2, Step 3
Day 2 – Step 4, Step 5, Step 6
Day 3 – Step 7, Step 8, Step 9, Step 10

Note: This superbadge is both a direct part of the Salesforce Platform Developer II certification and also required to unlock the Advanced Apex specialist superbadge which is again part of the Salesforce Platform Developer II certification
below is the list of points I noted down (categorized by Steps).. hope this helps you if you are working on the superbadge.
Step 1
make sure you read the prerequisite steps and complete all of them.

use a New Trailhead Playground environment,
disable the component cache in the setup
install the unmanaged package,
understand the naming conventions to be used in the javascript controller & helper methods
review the data model of the objects introduced by the unmanaged package and check if the data has been imported into those new objects.

Step 2
Read & Understand the use case and visualise the layout of the entire page and how the individual components are fitting in and communicating between them.

this step entirely focuses on the BoatSearchForm component so make sure the UI of this component is fully ready
make sure the “New” button visibility is controlled by checking the support for the createRecord event
create both the Lightning page and the Lightning app containing all the 3 components we created before.

Step 3

This step focuses on the BoatSearchResults component
you will be creating a component to handle the display of each boat tile

Step 4

This step focuses on the communication between the search form & the search results component and how the search results refresh based on the selected boat type
make sure the FormSubmit lightning event is of type Component and not Application

Step 5

The BoatSelectedEvent is of type Application

Step 6

make sure the BoatReviewAdded lightning event is of type Component and not Application
In the AddBoatReview component, create both the controller and helper methods and make sure from the helper method and set the response back to the boat review attribute or log the error back to the browser console

Step 7
Step 8
Step 9
Step 10
References
Use the Salesforce Developer Forum and Stack Exchange discussions when you have exhausted all the options you can think of while solving a Step.. without trying your own attempts, referring these discussion threads will not help..
Good luck with the Super Badge and also with the Platform Developer II Certification.
“We @ Techforce Services are specialized in Salesforce Development – Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization”.

Talk to us to know how we can Simplify your Salesforce journey.

08Dec

Salesforce to Salesforce Integration using Named Credentials

Posted by Madhumeeta Mhaskey

We recently had an integration project where we got an opportunity to use “Name Credentials” for one of our clients, to integrate two Salesforce instances. We found it very easy and useful to configure, maintain and implement using Named Credentials to connect two Salesforce Org. We believe it will be useful for you all and so here we are sharing some of the key features and high-level steps to configure “Named Credentials”.

Following are benefits of using Named Credentials:

A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition.
You can skip remote site settings, which are otherwise required for callouts to external sites, for the site defined in the named credential.
Using Named Credential, we can make a call out to an external system without supplying username or Password in the code.
By separating the endpoint URL and authentication from the callout definition, named credentials make callouts easier to maintain. For example, if an endpoint URL changes, you update only the named credential. All callouts that reference the named credential simply continue to work.
It supports two types of authentication protocols for now: Basic Authentication(Password authentication) or OAuth

To reference a named credential from a callout definition, use the named credential URL. For example: callout:My_Named_Credential/some_path.

Following are the steps to connect to an external system using “Named Credential”:

Create Connected App
Create Authorization Provider
Define Named Credential
Use Apex to connect in 5 lines of code

Create Connected App:

Navigate to “Setup | Build | Create | Apps | Connected Apps” and click on New
Provide all necessary information
In “Callback URL” enter the temporary Salesforce URL. We will come back again on this step later to provide Callback URL
Check “Enable OAuth Settings” checkbox to use OAuth
Select the scope
Save

“Consumer Key” and “Consumer Secret” will be provided once you save this. We need this information on the next step.

Create Authorization Provider:

Navigate to “Setup | Administer | Security Controls | Auth. Providers | Create New”.
Select “Salesforce” as Provider Type
Provide “Consumer Key” and “Consumer Secret” from the previous step
In “Default Scope” enter the value as “refresh_token full”. “refresh_token” and “full” should be separated by space
Finally, Save

Once you save, it will provide you the set of URLs in “Salesforce Configuration” section on the same page. Copy “Callback URL” and edit Connected App we created in the previous step and set this URL as Callback URL.

Define Named Credentials:

Navigate to “Setup | Administer | Security Controls | Named Credentials | New Named Credential “.
Provide the name (label)
In URL, provide URL of Salesforce instance where we want to Connect
Select “Named Principal” as Identity Type
In our example select “Authentication Protocol” as OAuth 2.0
Select the “Auth Provider” created in the previous step
In scope, enter the value as “refresh_token full”
Check “Start Authentication Flow on Save” (this is important)
Save

After clicking on “Save” a new page will open to authenticate Salesforce Org using OAuth2 connected App. Log in using the credentials of the Salesforce instance that you want to connect to. If authentication is a success, you can see a message like “Authenticated as ”.

Use Apex code to connect:

Use the lines similar to the below in your Apex code.

HttpRequest req = new HttpRequest();
req.setEndpoint(‘callout:My_Named_Credentials/services/some_path’);
req.setMethod(‘GET’);
Http http = new Http();
HTTPResponse resp = http.send(req);

[Note: Perform the first 3 steps in both the Salesforce orgs to be integrated.]
“We @ Techforce Services are specialized in Salesforce Development – Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization”.

Talk to us to know how we can Simplify your Salesforce journey.

17Sep

Salesforce Lightning Experience Rollout Trailhead Superbadge

Posted by Vamsi Krishna Gosu

I recently completed the Lightning Experience (LEX) Rollout superbadge. Being a trailhead addict/advocate and keeping in mind the way it encourages us to learn the platform by practically solving the business use

18Aug

Salesforce Certifications and Trailhead

Posted by Vamsi Krishna Gosu

We are proud to share that our team at Techforce Services Team collectively has covered 500+ Trailhead Badges, 15+ Salesforce Certifications covering across Consultant, Administrator, Developer and Domain Architect Tracks.

Below is the list of Certifications we at Techforce Services has scored so far

Administrator Track

As a Salesforce-certified administrator,your expertise puts you in a unique position to work with stakeholders to define requirements, customize the platform, and enable users to get the most out of Salesforce. Below are the Salesforce certifications in Administrator Track

Salesforce Certified Administrator
Salesforce Certified Advanced Administrator

Developer Track

Salesforce-certified developers are able to utilize a powerful mix of programmatic and declarative skills to extend and customize applications on the Force.com platform. our team of developers are fully certified and well experienced in Apex, Visualforce and Lightning. Below are the Salesforce certifications in Developer Track.

Salesforce Certified Platform Developer I
Salesforce Certified Platform Developer II
Salesforce Certified Platform App Builder

Consultant Track

Salesforce-certified consultants are invaluable contributors to the success of Salesforce customers.Our consultants has worked on several successful projects with a wide variety of customers across different industries . Below are the Salesforce certifications in Consultant Track.

Salesforce Certified Sales Cloud Consultant

Architect Track

The Salesforce Certified Architecture Designer credentials validate knowledge and expertise in particular specializations. The Salesforce Certified Application Architect and System Architect certifications recognize professionals who possess expertise in a domain area. Below are the Salesforce certifications in Architect track from our Team

Salesforce Certified Data Architecture and Management Designer
Salesforce Certified Development Lifecycle and Deployment Designer
Salesforce Certified Integration Architecture Designer
Salesforce Certified Sharing and Visibility Designer
Salesforce Certified Application Architect

Trailhead

Trailhead is the fun way to learn Salesforce. Test your knowledge
while earning points and badges to celebrate your achievements.
Content in Trailhead is organized into units, modules, and trails to help guide you through everything you need to know about Salesforce.
A unit takes you through several learning objectives for features, tools, or best practices related to Salesforce. Most units conclude with a challenge that reinforces the learning objectives.
A module is a series of units for a particular subject area. Once you’ve completed all the units in a module, you will earn a badge that will be displayed on your Trailhead profile.
Trailhead provides developers and administrators a guided, learning path through the key features of Salesforce, using a set of interactive,online tutorials.

"We @ Techforce Services are specialized in Salesforce Development - Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization".

04Jul

Google Integration: General Availability for Lightning for Gmail and Lightning Sync – Part II

Posted by Madhumeeta Mhaskey

In my previous blog (Part I) I discussed about Lightning for Gmail - the email integration for Gmail users. In this blog (Part II) we'll look at Lightning Sync. Lightning Sync keeps contacts and events in sync between your Google applications and Salesforce. When you sync contacts and events between your Google applications and Salesforce, you increase your productivity. That’s because there’s no need to duplicate work between the two applications. In addition, Lightning Sync syncs items whether you’re working from your desk or from your mobile device using Salesforce1. Following are high level steps to configure Lightning Sync in Salesforce: Step 1: Prepare your G Suit account for Lightning Sync The IT pros or Google administrator at your company can prepare Google servers to communicate with Salesforce. Your Google admin can complete these steps by logging in to your company’s Google API Console and Google Admin Console.

Complete these steps from Google API Console
1. Create a Google project dedicated to Lightning Sync. (https://console.developers.google.com/projectselector/apis/library?pli=1)
2. From the new project, to set up reps to sync events, enable Google Calendar™ API.
3. From the new project, to set up reps to sync contacts, enable Google Contacts API.
4. Create credentials for a service account with the role Project Owner and the key type JSON.
5. Enable Domain-Wide Delegation for the service account. Doing so generates a Client ID (also known as Client name) for the service account, which you need later.
6. Save the JSON private key from your service account in a secure location and share it with your Salesforce admin. (But only your Salesforce admin.)
Complete these steps from Google Admin Console
1. Navigate to your security settings, select the advanced section, and click Manage API client access.
2. Authorize read-only calendar scope for the service account by entering the service account Client ID (also known as Client name) you generated in Google API Console. Enter the scope:
  1. https://www.googleapis.com/auth/calendar.readonly
  2. https://www.googleapis.com/auth/contacts.readonly and https://www.google.com/m8/feeds

When you’re finished, Salesforce admins can take the next steps by preparing Salesforce for Lightning Sync. Step 2: Prepare Salesforce for Lightning Sync After an IT pro or Google administrator has prepared your Google for Work account for Lightning Sync, complete the necessary steps to prepare Salesforce, too.

From Salesforce Setup, Register a new remote site for https://www.googleapis.com. Don’t disable protocol security for the site, or Salesforce can’t connect with Google.
From Salesforce Setup, enter Lightning Sync Setup in the Quick Find box, then select Lightning Sync Setup.
Enable Lightning Sync.
Select OAuth 2.0 for Google (Beta) as your preferred connection method.
Upload the private key for your Google service account. Your Google admin generated the key when setting up the service account for Lightning Sync.
Click Save.

When you’re finished, run the Lightning Sync connection test to make sure that you’ve setup your connection correctly. After your Salesforce admin initiates contacts sync for you, Lightning Sync creates a group in Google Contacts called Salesforce Sync. Any contacts that have synced from Salesforce to Google are found in the Salesforce Sync group. Gmail™ accesses those contacts automatically when you attempt to email or chat with those contacts. Or if you are setup to sync from Google Contacts to Salesforce, you can add Google Contacts to the Salesforce Sync group, and Lightning Sync starts syncing the contact with Salesforce during the next sync cycle. Note: Don’t rename, move, or delete the Salesforce Sync group, or syncing between Salesforce and Google Contacts could stop. Setting both Lightning for Gmail and Lightning Sync lets you choose which Google Calendar™ events sync to Salesforce. When you relate Google events to Salesforce using Lightning for Gmail, edits made in Google Calendar sync back to Salesforce, keeping important Salesforce events up to date automatically. References:

"We @ Techforce Services are specialized in Salesforce Development - Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization".

What is Salesforce World Tour

Make the World a Better Place

We Are All Trailblazers

Keynote: The Fourth Industrial Revolution will be shaped by Trailblazers

Circle the Schools coming to Australia

We looked into the future

There was lots of love among the Ohana

As did individual Trailblazers

Trailhead Leader Board(unofficial)

1.Trailhead Leaderboard

2.Forceleaderboard

3.Top Trailblazers

4. Salesforcenextgen

5.Trailhead Leaderboard

Create Visualforce component

Implementing the component

Considerations