0 comments on “Salesforce World Tour”

Salesforce World Tour

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, 2018REGISTER NOW >

0 comments on “Salesforce Trailhead Leaderboard”

Salesforce Trailhead Leaderboard

Trailhead Leaderboard - Salesforce Trailblazers - Techforce Services

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)

1.Trailhead Leaderboard

https://trailhead-leaderboard-developer-edition.na35.force.com

2018-03-09 (1)

2.Forceleaderboard

https://forceleaderboard-developer-edition.na50.force.com/

2018-03-09 (2)

3.Top Trailblazers

https://toptrailblazers.com/

2018-03-09 (3)

4. Salesforcenextgen

http://www.salesforcenextgen.com/wp-content/themes/twentysixteen/leaderBoard1.php

2018-03-09 (4)

5.Trailhead Leaderboard

https://trailheadleadersboard-developer-edition.ap4.force.com/s/trailhead-board

2018-03-09 (6)

About Author’s Trailhead Profile

trailhead leaderboard

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.

0 comments on “Using Visualforce components inside Salesforce Service console”

Using Visualforce components inside Salesforce Service console

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".
0 comments on “Salesforce Platform Developer II Certification”

Salesforce Platform Developer II Certification

Salesforce Platform Developer II

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.

  1. You need to complete the below 4 Superbadges in Salesforce Trailhead
    1. Apex Specialist
    2. Advanced Apex Specialist
  2. You have to register for the Platform Developer II Multiple choice exam in Webassessor and pass the exam
  3. 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)
  4. Following the instructions, You have to Link your Trailhead and Webassessor profiles and verify your profiles.
  5. After you have completed
    1. all 4 superbadges thru Trailhead,
    2. passed the exam thru Webassessor and
    3. linked your Trailhead and Webassessor profiles,
  6. 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
  7. Here's the reference from Salesforce Certification Knowledge Base about the overall process and a quick screen shot of the instructions

Screen Shot 2017-12-28 at 11.04.19 pm.png

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".
3 comments on “Salesforce Advanced Apex Specialist – Trailhead Superbadge”

Salesforce Advanced Apex Specialist – Trailhead Superbadge

Salesforce Advanced Apex Specialist - Trailhead Superbadge
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".
0 comments on “Salesforce to Salesforce Integration using Named Credentials”

Salesforce to Salesforce Integration using Named Credentials

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”:

  1. Create Connected App
  2. Create Authorization Provider
  3. Define Named Credential
  4. Use Apex to connect in 5 lines of code
  1. 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.
Screen_Shot_1

 

  1. 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.

Screen_Shot_2

 

  1. 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 ”.

Screen_Shot_3

  1. 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.