• Jingli Hu 3
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in -app learning feature from 2021 spring release, https://help.salesforce.com/articleView?id=release-notes.rn_general_guidancecenter.htm&release=230&type=5. seems only available in production. I cannot see this icon in any sandboxes. We would like to try doing some POC before we use it. is there a way to set it up in sandbox?
Hi,

Our company have run a security scan tool and found most of our static resources are public. and asking us whether we can switch them to private.  as understanding setting the static resource as public will cache it for all users, and sett it as private will only cache it for current user session. I don't think we should swtich all to private. I am trying to find best practics for using static resources. I found the link below, but it shows blank page. any recommendation from salesforce on how we should use static resources?

https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_compref_additional_page.htm
 
Hi,

I am trying to make our external data source which is link to our box to be able to be searchable in salesforce. I created an external object the link to it. and sync and validate it. when I go to the external object tab to check the records, I got the error. "This query syntax is not supported by this external data source". any ideas?

Our org has purphased Shield which coming with 10 event monitoring license. and we also purphased some Einstein Plus licenses recently. 

1. For Event monitoring license, it seems that we can create dashboard with reports which pulling data from user activities and create data set which is pulling data from objects as well. is the dashboard will be viewable by the user who also have eventt monitoring license in production?

2. if the dashboard is created by an user witth Analytics plus license, what type license user need to view it? is Prediction license good enough?

in salesforce winter 2021 release, https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_general_optimizer_new_features.htm it mentions there is "Org Metric History", but I could not find it anywhere in the preview sandbox.
is Einstein Search avaialble for mobile phone users? or only for desktop and ipad users?
Hi,

We have turned on the group calendar and give some user by role to have "View Detail and add event" sharing. Noticed that user can not edit the event even created by themselves. We have to give them full acess in order to let them edit their own group events, and we have to build validation to block them update or delete group events created by others. is there an easier way to do it?
In recent release and winter 2021 release, flow can handle before/after insert/update and before delete.   in before event, how to add error to stop insert/update/delete like trigger do?
As salesforce has 100 custom fields limit on activity and we heavily customize task and event and many fields were created by managed package. would like to know whether the fields created from managed package are counted on the limit?
We want to enable Shield Encryption, and wonder wheter we can configure to encrypt files for some object only not all files. if all files are encrypt, what's the impact to the global file search?

Thanks,

I would like to know how much lightning scheduler cost? and how to enable it? I find the steps below. but there is not lightning scheduler app in app manager.

 

Assign the Lightning Scheduler Setup App
From Setup, in the Quick Find box, enter App Manager , and then select App Manager.
In Lightning Experience App Manager, click the Lightning Scheduler Setup dropdown and click Edit.
In App Settings, select User Profiles.
Move the System Administrator profile to Selected Profiles.
Save the changes.

I can create public calendar and share different user with different access. I give myself my access to the public calendar. in calendar tab, I can add public calendar to the view, but there is no way for me to add event to the public calendar. any ideas?

I know Salesforce CLM and CPQ is kind of new functions. I could not find documentation for 

What functions are included in CLM?
The cost of CLM. I found the cost of CPQ. In order to have CLM, do we have to pay CPQ?
How CLM process works?

I have created a custom page template with header, 3 columns , main and right sidebar. but it is only for desktop, but mobile. How can I make it mobile avaible too?

Code I have:
<aura:component implements="lightning:recordHomeTemplate" access="global" description="Header, 3 Columns , main and right sidebar" >
    <aura:attribute name="header" type="Aura.Component[]" description="Header"/>
    <aura:attribute name="column1" type="Aura.Component[]" description="Column1"/>
    <aura:attribute name="column2" type="Aura.Component[]" description="Column2"/>
    <aura:attribute name="column3" type="Aura.Component[]" description="Column3"/>
    <aura:attribute name="main" type="Aura.Component[]" description="main"/>
    <aura:attribute name="rightSidebar" type="Aura.Component[]" description="rightSidebar"/>
    <div>
        <div>{!v.header}</div>
        <lightning:layout class="slds-m-top_medium">
            <lightning:layoutItem size="4">
                {!v.column1}
            </lightning:layoutItem>
            <lightning:layoutItem size="4">
                {!v.column2}
            </lightning:layoutItem> 
            <lightning:layoutItem size="4">
                {!v.column3}
            </lightning:layoutItem>             
        </lightning:layout>
        <lightning:layout class="slds-m-top_medium">
            <lightning:layoutItem size="8">
                {!v.main}
            </lightning:layoutItem>
            <lightning:layoutItem size="4">
                {!v.rightSidebar}
            </lightning:layoutItem> 8       
        </lightning:layout>
        <div>{!v.footer}</div>
    </div>
    
</aura:component>

in Design
<design:component label="Header, 3 Columns , main and right sidebar">
    <flexipage:template>
        <flexipage:region name="header" defaultWidth="LARGE" />
        <flexipage:region name="column1" defaultWidth="SMALL" />
        <flexipage:region name="column2" defaultWidth="SMALL" />
        <flexipage:region name="column3" defaultWidth="SMALL" />
        <flexipage:region name="main" defaultWidth="MEDIUM" />
        <flexipage:region name="rightSidebar" defaultWidth="MEDIUM" />
    </flexipage:template>
</design:component>

I want to try the next best action which need to build stragagy.

my use case is: I want to show user the potiential products they may interested based  other accounts  which connect the same plan. For example, Account 1 has product 1, and account 2 has product 2. they both link to plan1, when user on account 1 I would like to next best action show the product 2 as option to add.

I created a field called "Products on account" on account, and "products on plan" for all products accounts have which link to it. and create recommendation record for each product. 

In stragegy plan, I load the products from recommendation object first, I want to merge filter to filter out  the product account already have and pull in the other product the others account have. so bascially I need to compare recommendation record name with the field I created in account and plan. Any suggestions on how?

Hi,

I was trying to understand how salesforce survey works. I am SA, when I try to create a survey reocrd, I don't see Survey builder, the only thing I can do is adding questions and answers. Cannot find survey builder which All trialheads and videos mentioned . also, some 2020 spring release features, for example, response dependency function cannot be found neither. any Ideas?
I have enabled the survey in survey setting, and trying to create my first survey. I don't see the survey builder like trailhead's screenshot. more like VF pages. could not figure out why
I remember years back, when I give "View All Data" or "Modify All data" system permission at the profile level, it will automatically give all FLS.  but when I check today, it seems only give object level permission, we still need to manually check all FLS for all objects. is there a easier way to grant all FLS to profile?
I know Apex is running in system context which means it will bypass object/field level security check.

We have a persona which doesn't have one managed package license. but when the user in this persona make some change in account will trigger some apex code to update some records in the object which belongs to managed license. is system context bypass managed package license check as well. so the funcation will work?
we have nearly 2000 unassigned roles mentioned in optimizer report. However we only have less than 30 roles in the role hierarchy. All those unassigned role seems to be the account name. We do have community and we turn on the setting “show company name as role” in community. But try to understand when those roles get created?
By Salesforce?
We have over 100,000 account records.  Why only around 2000 roles create?
is this best practice that we should delete the one that is not assigned to the user? Or just leave them there?
in -app learning feature from 2021 spring release, https://help.salesforce.com/articleView?id=release-notes.rn_general_guidancecenter.htm&release=230&type=5. seems only available in production. I cannot see this icon in any sandboxes. We would like to try doing some POC before we use it. is there a way to set it up in sandbox?
Hi,

Our company have run a security scan tool and found most of our static resources are public. and asking us whether we can switch them to private.  as understanding setting the static resource as public will cache it for all users, and sett it as private will only cache it for current user session. I don't think we should swtich all to private. I am trying to find best practics for using static resources. I found the link below, but it shows blank page. any recommendation from salesforce on how we should use static resources?

https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_compref_additional_page.htm
 
Hi,

I am trying to make our external data source which is link to our box to be able to be searchable in salesforce. I created an external object the link to it. and sync and validate it. when I go to the external object tab to check the records, I got the error. "This query syntax is not supported by this external data source". any ideas?
in salesforce winter 2021 release, https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_general_optimizer_new_features.htm it mentions there is "Org Metric History", but I could not find it anywhere in the preview sandbox.
is Einstein Search avaialble for mobile phone users? or only for desktop and ipad users?
Hi,

We have turned on the group calendar and give some user by role to have "View Detail and add event" sharing. Noticed that user can not edit the event even created by themselves. We have to give them full acess in order to let them edit their own group events, and we have to build validation to block them update or delete group events created by others. is there an easier way to do it?
In recent release and winter 2021 release, flow can handle before/after insert/update and before delete.   in before event, how to add error to stop insert/update/delete like trigger do?
I can create public calendar and share different user with different access. I give myself my access to the public calendar. in calendar tab, I can add public calendar to the view, but there is no way for me to add event to the public calendar. any ideas?
I have enabled the survey in survey setting, and trying to create my first survey. I don't see the survey builder like trailhead's screenshot. more like VF pages. could not figure out why
I remember years back, when I give "View All Data" or "Modify All data" system permission at the profile level, it will automatically give all FLS.  but when I check today, it seems only give object level permission, we still need to manually check all FLS for all objects. is there a easier way to grant all FLS to profile?
We are trying to deploy our code from TEST to UAT. and got the "reaching 15 cross object reference limit" in UAT. we have same code in DEV and TEST, we didn't get the same error. We even try to add a few more cross object reference in DEV, but still cannot get the same error message. any ideas?
Thanks,
 
Hi,

we have requirement that user need to be able to see submitter, approver, submit reason(comments) , approval comments, approval date information in one place. currently salesforce has limitation on pull the comments field in the approval process report. any ideas ?
I am trying to use the " Dynamically Update Flow Screen Fields " feature which was deliveried in spring 17. https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_forcecom_flow_fieldrules.htm. but I cannot field rule in my visual flow at all. the sandbox is in spring 18 release. any ideas?
Hi,

We have a profile which we don't want to grant create permission to it. since we don't want them to use New button in the object tab to create record. instead , they should click some detail button which will open VF page, and then create record from there. since the apex is running in system mode, we thought it should work. but I keep having problem. in the VF Page controller's constructor, we create a custom object new instance. and in the VF page, we want to display fields by using <apex:inputfield > tab. but none of the field is shown up. we have tried the standard controller extension and custom controller. none of them working. Any suggestions?

Thanks,
Hi, 

we have a trigger which has a future method which call an API call out, we need to pass session id (UserInfo.getSessionId) to the API. But API complains invalid session id. Exactly same code( except not in future method) works in controller. Any ideas how to get session id in trigger?

thanks