1 Minute Tips
Salesforce Release Lifecycle Stages – Pilot, Beta & GA
#1MinuteTip A Salesforce feature release goes through three different stages in its lifecycle. Here is what these stages look like:
- Pilot – Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.
- BETA – Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. BETA features might require additional enabling by a System Admin and are accompanied by verbiage that clarifies the feature is in BETA status. BETA features are normally unsupported or given very limited Support as they are not yet fully functional or finished features.
- Generally Available (GA) – Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release. This is considered Generally Available (GA). GA features are considered fully functional and, in most cases, fully supported.
References & Useful URLs
- Salesforce Help Article – Salesforce feature release lifecycle
#SalesforceWinter23 – Access All Omni-Channel Setup Tasks from One Page
#1MinuteTip #SalesforceWinter23 Less searching in Setup, more doing. To learn more about what Omni-Channel components to set up and get a list of all setup tasks, go to the new Omni-Channel setup home. The setup home also provides warnings when items aren’t correctly configured. On that page, you can also view details about and click a link to access every service channel instance defined for your company.
References & Useful URLs
- Related Winter ’23 Release Note Article – https://sforce.co/3sx5tCj
Salesforce Shield Learning Map
#1MinuteTip There is now a learning map on Salesforce Shield. This covers:
- Get Oriented – To Get to Know Shield
- Meet Compliance & Audit – Track user activity long term, store event data, and implement business policies for compliance with regulations such as GDPR and FedRAMP.
- Encrypt Data – Complement your security posture by encrypting data and manage key material.
- Monitor Events – Use a mixture of custom-built Shield features and out-of-the-box Salesforce tools for an in-depth look into who’s using data and how.
- Measure Performance – Measure Lightning Adoption via Event Monitoring data analytics, custom Apex class performance, and more.
For links to more learning maps, search with keyword “Learning Map”
References & Useful URLs
#SalesforceWinter23 – Use Partitioned Domains in Non-Production Orgs
#1MinuteTip #SalesforceWinter23 To maximize the availability of your orgs, My Domain uses partitioned domains for new sandboxes, Developer Edition orgs, scratch orgs, and Trailhead Playgrounds.
Partitioned domains include a word related to the org type, which allows Salesforce to gradually roll out service delivery changes. To ensure continued access to all your orgs, update your allowlists for the new domains.
To include your existing Developer Edition org in the Salesforce deployment schedule for that org type, enable partitioned domains.
Here are the partition names by org type:
- Developer Edition orgs: develop
- Scratch orgs: scratch
- Trailhead Playgrounds: trailblaze
- Demo orgs: demo
- Free orgs: free
- Patch orgs: patch
For example, notice the partition name “develop” in my developer edition org below:
References & Useful URLs
- Related Winter ’23 Release Note Article – https://sforce.co/3DywECX
How to Track Who Changed a Specific Field Value in Salesforce?
#1MinuteTip #BestAnswers Came across this question on Trailblazer Community:
“Hello community, I need to get which user changed a specific custom field “Payment Status”. Getting the name, date and time. Putting this in a field that I will create. Do you have any suggestions on how to do this?”
And I liked the answer that was provided by one of the Trailblazers. Check it out at URL https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000LHX9VSAX
#SalesforceWinter23 – Einstein Prediction Builder Learning Map
#1MinuteTip #SalesforceWinter23 Use the power of AI to predict what happens next in your business. The Einstein Prediction Builder learning map provides curated resources to help you explore different aspects of building a prediction from exploration to troubleshooting.
References & Useful URLs
- Related Winter ’23 Release Note Article – https://sforce.co/3Nc04dp
Improvements to Named Credentials in Salesforce
#1MinuteTip Named Credentials is used in Salesforce to integrate Salesforce with external systems. It contains a built-in authentication mechanism to authenticate with external systems and makes integration a little easier.
With the evolution of technology, Salesforce has improved the features in Named Credentials also. This includes:
- Pass custom headers (name/value pairs)
- Link named credentials to permission sets to grant explicit access to users
- Temporary access and role assumption for Amazon IAM:
- Reuse credential across different API endpoints
- Support for custom setup UIs
References & Useful URLs
- Salesforce Developer’s Blog Post – Announcing the Next Generation of Named Credentials