Category: Salesforce Advanced Administrator

Lightning Messaging Utility

The Lightning Messaging Utility is a great little tool from Salesforce Labs (Free) that admins and developers can use to highlight important information to your users.


Perhaps you have been using a rich text component to display a message on your lightning record pages – this is way better!

Using Component Visibility with this component means you can display a message when a pre-set condition is met and these messages will catch the user’s attention.

Once installed, you can simply drag and drop the message into your lightning record page and configure the settings to suit your requirement. The placement, text, background color, and icon are all configurable.

This message below is based on the total customer spend (total of won opportunities) being over a set value, earning them VIP status. The message is only displayed when this condition is met, using Component Visibility.

This next message is a more general one reminding users of a new feature on this object:

Configuration:

For the VIP Message (example above), the configuration was as follows:

  1. Message type was alert. (Options are alert, inline, prompt, illustration)

2. Show Message – yes we want to show it.

3. Message body – the text of the message

4. Message variant was error (options are info, warning, error or offline) This sets the background color of the message.

5. Show icon – yes we want that displayed.

6. Icon name we used utility:moneybag – get the full list of icons from the Lightning Design System reference here: https://www.lightningdesignsystem.com/icons/ use the icon group name as the prefix. (utility, doctype, standard, custom, action)

7. Icon size – medium (options are medium, xx-small, x-small, small)

8. Icon Variant – inverse (options are inverse, error, success, warning) note: these only apply to the utility icons.

The final part of the configuration is the Component Visibility, we only want this message to display when the Rating field value for this account record = Hot.

Get it here:

You can get the app from here:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000MBecDEAT

and the Setup Guide from here:
https://partners.salesforce.com/servlet/servlet.FileDownload?file=00P3A00000nKwoiUAC

and the Lightning Design System Messaging Guidelines here: https://www.lightningdesignsystem.com/guidelines/messaging/overview/#site-main-content

Get more great training resources with our online training material providing everything you need to get certified:

  • Salesforce Administrator
  • Salesforce Platform App Builder
  • Salesforce Advanced Administrator
  • Salesforce Sales Cloud Consultant

Visit our online training site at CertifyCRM.com

Salesforce Automation Tools

In this article, we compare the three no-code automation tools for Salesforce. These tools can automate business processes in Salesforce without writing Apex code:

  • Workflows
  • Process Builder
  • Flow Builder
Compare Salesforce Automation Tools

Workflows

Workflows are the oldest of the automation tools.

Features

  • Quick, relatively simple to configure.
  • Can update the current record or a parent record only.
  • Can only have one if/then statement.
  • Can send email alerts.
  • Can create time-dependent actions.
  • Can send outbound messages (without code to an external app).
  • Triggered by a record update or record creation.
  • No longer actively developed, but still supported.

Recommendation

Avoid where possible except for very simple tasks.

Start moving existing Workflows to Process Builder or Flow.

No longer actively developed – means no new features will be released.

Process Builder

The next generation of automation tools, Process Builder provides a full Graphical User Interface to build automations with point-and-click tools.

Features

  • Can have multiple if/then statements.
  • Supports the ISNEW, ISCHANGED, PRIORVALUE functions that are currently missing from Flow (expected within 1 year).
  • Can be triggered by record creation/update, another process, Apex or Platform Events.
  • Can create any record and update related records.
  • Often updated with new features and capabilities.
  • Supports Custom Metadata and Custom Settings.
  • Can launch Flow or Apex.
  • Can post to Chatter and send Custom Notifications.
  • Can submit the current record for approval.
  • Can send email alerts.

Recommendation

Use Process Builder as a bridging step towards Flow.

Use when you need ISNEW, ISCHANGED, PRIORVALUE functions.

Handle complex tasks by calling Flow or Apex.

Move any existing Workflows to Process Builder unless you are comfortable working with Flow Builder and Flow meets your needs – then move straight to Flow.

Use a single process per object. (see note for exceptions)

Source: https://medium.com/@apeattie/salesforce-process-builder-best-practices-24e674b2b2b1

Process Builder is “Often updated” – means there may be some small improvements but Flow is now the main focus for development by Salesforce.

Flow Builder

Features

  • Allows more complex automations with multiple logic branches.
  • Is more complex to learn.
  • Is the future of Salesforce automation with Flow constantly being updated in each release with new features and capabilities.
  • Provides a user interface, ideal for creating wizard type functions.
  • Is the only no-code tool that can delete records.
  • Has a visual debugger built-in to Flow Builder.
  • Supports Custom Metadata and Custom Settings.
  • Can launch sub-flow or Apex.
  • Can post to Chatter and send Custom Notifications.
  • Can submit the current record for approval.
  • Can send email alerts.

Recommendations

Make Flow your preferred platform for no-code automation tasks and start learning how it works. Plan to move your Workflows and Process Builder automations to Flow over the next 12-24 months.

Monitor the improvements to Flow capability over the next 12 months and take advantage of new functionality as it is released by Salesforce. Read the release notes and test the new functions.

unofficialsf.com is a great source of flow components that you can use in your own flows.

Complex business processes may need to use Apex code.

Comparison to Windows:

If we were to compare the three no-code tools to Microsoft Windows, it would look something like that below. Are you still stuck using Windows XP on your desktop?

Compare Salesforce Automation Tools

References:

Salesforce Automation Guide

https://salesforce-automation.herokuapp.com/

Salesforce Process Builder Best Practices

https://medium.com/@apeattie/salesforce-process-builder-best-practices-24e674b2b2b1

Architect’s Guide to Building Record-Triggered Automation on Salesforce Using Clicks and Code

https://quip.com/VJfCAFhEBO0W

Salesforce Dynamic Forms

Dynamic Forms – the ability to dynamically display fields on a lightning page when you want them is one of the most requested Salesforce features of all time with over 98,000 points on the Salesforce Idea Exchange. The original idea for this feature was posted over 13 years ago – so it’s long overdue.

First demonstrated at Dreamforce 2018, the feature will be available for custom objects in Summer ’20. More info here …