Posts

Showing posts with the label admin

Headless action button using LWC (No Modals)

Image
  A headless quick action executes custom code in a Lightning web component. Unlike a screen action, a headless action doesn’t open a modal window. Expose invoke() as a public method for headless quick actions; the invoke() method executes every time the quick action is triggered. Return type of invoke() is void . Using async will make invoke()  execute asynchronously.  // js file import { LightningElement, api } from 'lwc'; import { ShowToastEvent } from 'lightning/platformShowToastEvent'; export default class DispatchEventHeadlessAction extends LightningElement {     @api recordId;      isExecuting = false;     @api async invoke() {           if (this.isExecuting) {           // This code uses a boolean flag to block a double execution            return;          }           this.isExecuting ...

Keyboard Shortcuts for salesforce developer console

Image
Ctrl + E Open the Execute Anonymous Window. Ctrl + O Open files. Ctrl + Shift + a Open Lightning Resources Ctrl + Shift + h Search in files Ctrl + ALT + / Close all tabs Ctrl + , Navigate backward through the view history Ctrl + . Navigate forward through the view history

Visual Force Email Templates being sent as blank by Automated Process User

This might happen if an automated process user updates a record and then uses the same record to send an email using the Visual Force email template. Example of email template: Hi, XYZ has submitted {!relatedTo.Name} for your re-approval. The following title of a known issues article in Salesforce is: VF Workflow Emails are Blank when the records are Last Modified by "Automated Process" user Solution: To replace/override the automated process user by any user who has required permissions. step 1: Login to workbench step 2: Use below POST endpoint /services/data/v58.0/tooling/sobjects/PlatformEventSubscriberConfig step 3: JSON body should appear below: {     "BatchSize" : "50",     "DeveloperName" : "",     "MasterLabel" : "",     "PlatformEventConsumerId" : "01qXXXXXX..", // APEX Trigger's ID     "UserId" : "005XXXX..." // User's ID } step 4: Hit Execute, that will ove...

How to Give Permissions to Automated Process Users or System Context Users

Image
What is Automated Process Users Automated Process Users are special users created automatically by Salesforce, are essential to the execution of automated jobs and background processes. These users are essential for executing tasks that require no direct human intervention, such as: Flows: Automated Process Users can run Flow automations that perform actions like updating records, sending emails, or creating tasks. Approval Processes: They can act on behalf of users in approval processes, ensuring that approvals move forward even without direct user interaction. Scheduled Jobs: These users can run scheduled jobs that perform maintenance tasks or batch data processing. 1. How to fetch automated process user using SOQL? SELECT ProfileId, name FROM User WHERE Alias = 'autoproc' 2. How to give permission of apex class to automated process user step 1: visit following link <ORG_BASE_URL>/_ui/system/user/ProfileApexClassPermissionEdit/e?profile_id=<Automated_Process_User...

All About Permission Sets and Permission Set Group

Image
  What is Permission Sets? Permission set is a way to give a user access permission to various tools and functions, Salesforce recommends permission sets as a way to manage user permissions because they do not change access settings on profiles. What is Permission Sets Groups? Permission set groups are collections of individual permission sets. They are a convenient way to group or bundle related permission sets, making access management easier for users who have several tasks or jobs that require different permissions at the user level. User can have multiple Permission sets and permission set groups. Best Practice: When possible, assign users the Minimum Access (OWD, Profile level), and then use permission sets and permission set groups to grant users only the permissions that they require. Create a muting permission set to remove permissions from a permission set group while keeping the included permission sets intact. There is no need to build almost similar permission sets wit...

Editions and Licensing in salesforce

Image
What is Salesforce Editions? Salesforce offers various editions of its customer relationship management (CRM) platform to cater to the diverse needs of different businesses, from small startups to large enterprises. Each Salesforce edition comes with different features, capabilities, and pricing to address specific business requirements. Editions 1. Essentials Tailored for small businesses, it offers a user-friendly setup assistant and admin tools for customizable growth in CRM, boosting sales and service productivity. 2. Starter Your all-in-one solution for sales, service, and marketing, with user-friendly tools and built-in guidance, making it the quickest way to start with Salesforce CRM for first-time users looking to acquire, retain, and strengthen customer relationships. 3. Professional Ideal for businesses needing comprehensive CRM capabilities, offering user-friendly customization, integration, and administration tools for small to midsize deployments. 4. Ent...