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A Quick Guide to Getting Started with Dynamic Forms in Salesforce

Dynamic Forms in Salesforce

Dynamic Forms was announced in Dreamforce 2019 as one of the features in UI enhancements roadmap in Admin & Lightning Keynotes. It is now available as Non-GA Preview in Salesforce Summer ’20 release

This is going to be a game-changing feature that will give admins and consultants the ability to have granular control on the record pages. You can now declaratively customize sections and fields of the page as per the business requirements. e.g. Show a particular section when a picklist field has a certain value, Opportunity has reached a certain stage, display a section with relevant fields to a particular user profile, etc. So, there are fewer page layouts to maintain.

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21 Ways to Share Records in Salesforce

If the Organization-Wide Settings (OWD)  in your Salesforce Org is set to anything other than “Public Read/Write” for any of the standard or custom objects then it is more than likely that you will need to setup some sharing rules to share these records with other users. So what are the different ways to share records? Here is a checklist of all the different ways (21 that I could think of) in which you can share records in Salesforce. You can use this as a quick reference guide to help you determine which of these options will be most appropriate to meet your business requirements.

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How to Customize Product Multi-Line Layout in Salesforce

Did you know that the Add or Edit products screen on Opportunity and Quote has a name? If yes then that’s great, but did you also know that it can be customized? Yes, you heard it right! That screen is called as Product Multi-Line Layout and you can customize the columns that display when you click ‘Edit All’ in the Products related list on Opportunity and Quote.

Customize Multi-Line Layout for Opportunity Product

Login to your Salesforce org -> Navigate to ‘Object Manager’ in setup -> Type ‘Opportunity’ in quick find box -> Click ‘Opportunity Product’

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Useful Resources: Mind Mapping Tools

Mind Mapping ToolsA Mind Mapping Tool is a visual way to organize your thoughts and ideas and is great for brainstorming. You can use a combination of texts, pictures, colors, icons, drawings, videos, and link everything together. 

Experts say that there are two sides of the brain. One side that is more analytical and methodical and another side is more creative and artistic. A mind map tool will allow you to engage both sides of the brain in your thought process. 

In Salesforce Context, I have used it to organize my thoughts on coming up with solution approaches. For example, as an Architect, if I need to design how to share records in Salesforce, I created a mindmap and listed 20 ways to do it. Next time when I need to design a solution for sharing records, I just need to look at this mindmap and choose the most appropriate solution.

Or as an admin, if I need to know what are the different monitoring and auditing tools in Salesforce, creating a mindmap gave me a quick way to recap all the different options in just under a minute or two.

I have found it to be quite useful, not only in my work, but also in my personal life. So why not give it a try and see if sticks with you. If not, just throw it away.

Here is the list of some of the most popular mind mapping tools for you to choose from. 

(Tools, that I personally use or have used and recommend are marked with a heart)

1. Ayoa (previously known as iMindMap from Tony Buzan) (♥)

  • Cloud-based
  • Features include
    • Options to create different mind maps that includes speed mind map, organic mind map, radial map
    • Public Mind Map Sharing
    • Gantt Timeline View
    • Visual Task Management
    • Real-Time Collaboration
  • Introductory video (2:05 minutes) – https://youtu.be/aNSm5TGVpf4
  • Has a free plan with limited features
  • Paid plan starts with US$ 10/user/month

2. Mindomo

  • Features include Collaborative mind maps, concept maps, outlines and Gantt charts
  • Available on Cloud, Desktop (Windows, OSX), Android, iOS, Linux
  • Has a free plan with limited features
  • Paid plan starts with €6/user/month

3. XMind

  • Features include
    • Fishbone Chart, Matrix, Timeline, Org Chart
    • In-depth comparative analysis, track milestones and schedules in chronological order
    • Use a combination of different structures
  • Available on macOS, Windows, Linux, iOS, Android
  • Paid plans start from US$ 39.99/user for 6 months

4. MindMeister

  • Online Mind Mapping
  • Features include
    • Collaborating brainstorming, customizable designs
    • Multimedia attachments, history view
    • Task Management, Presentations
  • Has a free plan with limited features
  • Paid plan starts from US$ 4.99/user/month

5. Coggle

  • Online tool for creating and sharing mind maps and flow charts
  • Features include
    • Realtime Collaboration
    • Save Every Change
    • Add floating text and images
    • Create loops and join branches
    • Multiple starting points
  • Introductory Video (1:30 mins) – https://coggle.it/
  • Has a free plan with limited features
  • Paid plan starts from US$ 5/user/month

6. Mindmup

  • Free Online Mind Mapping
  • Features include
    • Keyboard shortcuts 
    • Convert maps to PDF, PowerPoint outlines
    • Publish and share maps online
    • Save to Google Drive and manage using Google Apps
  • Free

7. MindJet MindManager

  • PC Based Mind Mapping Tools for Windows & MAC
  • Features include
    • Collaborating brainstorming, customizable designs
    • Multimedia attachments, history view
    • Task Management, Presentations
  • US$ 349 with (free trial for 30 days)

Don’t see the tool of your choice listed here? Please feel free to mention it in the comments below for other readers’ benefit.

Want to see a list of more of such useful resources & tools under different categories? Please do take a look at the resources page.

Useful Resources: CI/CD Tools

CI/CD ToolsIn simple terms, you will use a CI/CD (stands “Continous Integration” & “Continuous Delivery”) tool in Salesforce to deploy metadata from one org to another org. CI/CD help you deliver configuration & code changes frequently, reliably, and automatically. It also helps you catch errors early in the development process and not right before deployment. 

Here is the list of some of the most popular CI/CD tools for you to choose from. 

(Tools, that I personally use or have used and recommend are marked with a heart)

1. Jenkins

  • Open-source, extensible automation server for implementing continuous integration and continuous delivery
  • Requires a computer to run Jenkins Server
  • Free

2. Bamboo (Atlassian) (♥)

  • A continuous integration and deployment tool that ties automated builds, tests and releases together in a single workflow
  • Seamless integration with other Atlassian suite of products like JIRA & BitBucket
  • Free trial for 30 days
  • Paid plan starts from USD 10 for 10 jobs

3. CircleCI

  • Continuous integration and delivery platform for Linux, macOS, and Android, in the cloud or self-hosted.
  • Has a free plan with limited features
  • Paid plans start from US$ 30/user/month

4. TravisCI

  • A hosted continuous integration service used to build and test software projects hosted at GitHub and Bitbucket
  • Provides various paid plan for private projects, and a free plan for open source
  • Paid plans start from US$ 63/user/month
  • Free trials available

Don’t see the tool of your choice listed here? Please feel free to mention it in the comments below for other readers’ benefit.

Want to see a list of more of such useful resources & tools under different categories? Please do take a look at the resources page.

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