Tag: piptips

Streamlined Removal of Relationships Before Custom Object Deletion

Deleting custom objects with existing relationships is now more straightforward. When attempting to delete a custom object referenced by lookup fields in other standard objects, custom objects, or Data Cloud data model objects (DMOs), you’ll see a detailed page listing these relationships.

Key Features:

• Clear visibility of objects with lookup fields referencing the object you want to delete.
• Displays the Object API Name (hyperlinked for direct navigation) and the Field API Name of the referencing lookup field.
• Direct link to the related object to easily remove the relationship.
• Provides a help link for removing relationships from Data Cloud DMOs.

How To Use It:

1. Attempt to delete a custom object that has lookup relationships with other objects.

2 Review the detailed page listing the referencing objects and fields.

3. Click the hyperlinked Object API Name to navigate to the related object. Locate and remove the relevant lookup field.

4. For Data Cloud DMO relationships, follow the provided help link.

Available in: Lightning Experience, Salesforce Classic (not available in all orgs), and all versions of the mobile app in all editions.

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Consistent Report Subscription Notifications with Org-Wide Email

Ensure consistent email communications and enhance security by designating one organisation-wide email address to send all report subscription notifications. Previously, these emails originated from the email address of the creator of the report subscription.

Key Features:

• Standardise the sender email address for all report subscriptions.
• Reduce the risk of email spoofing and improve recipient trust.
• Simplify email management for report notifications.

How To Use It:

1. From Setup, in the Quick Find box, enter Reports, and select Reports and Dashboards Settings.

2. Select Enable Org-Wide Email Address for Report Subscription.

3. Choose the desired organisation-wide email address from the dropdown list.

Note: You can configure organisation-wide email addresses in the Organisation-Wide Addresses page in Setup.

Available in: Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

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Simplify Feature Discovery and Setup with Salesforce Go

Discover and quickly set up features available in your Salesforce edition from one centralised location in Setup with the new Salesforce Go!

Easily assign user permissions, complete prerequisites and required configuration steps, and even monitor feature usage. Explore the potential of unused and new features with helpful resources.

Key Features:

• Find and set up features within your Salesforce edition from a single Setup location.
• Assign user permissions and manage prerequisites directly within Salesforce Go.
• Monitor feature usage to understand adoption and impact.
• Access videos, interactive tours, Trailhead modules, and Salesforce Help articles for guidance.
• Purchase add-on licences for some features directly (if your Account app is enabled).

How To Use It:

1. Navigate to Setup by clicking the gear icon.

2. Select Salesforce Go.

3. Explore feature sets based on your business goals or search for specific features.

4. Follow the guided steps to turn on and configure selected features.

Available in: Lightning Experience in Pro Suite, Professional, Enterprise, Performance, Unlimited, and Developer editions.

View requires “View Setup and Configuration”; enabling features requires “Customise Application”.

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Zip It! Native Apex Zip Library Now Generally Available in Salesforce!

Exciting news for Salesforce developers! The Apex Zip library is now generally available, thanks to the amazing feedback from the IdeaExchange community!

This powerful feature, found within the Compression namespace, allows you to:

Compress and Extract:

Seamlessly compress blobs into Zip archives and extract Zip files directly to blobs within Apex.Optimize Compression: Gain granular control with customizable compression methods and levels.

Handle Multiple Files: Easily zip multiple attachments or documents into a single archive.

Selective Extraction: Extract specific data without unzipping the entire archive.

Key API methods include:

addEntry(String name, Blob data) & addEntry(compression.ZipEntry prototype): for detailed entry creation.- setMethod(compression.Method method): for compression method selection.

– getArchive(): to generate the zipped archive as a blob.Imagine the possibilities! Streamlining document management, simplifying data transfers, and much more.

For example, you can now effortlessly compress email attachments into a single, manageable file.This update empowers developers to build more efficient and robust Salesforce applications.

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Compress and Extract Zip Files in Apex

Salesforce now offers a native Apex Zip library with the Compression namespace, making it easier than ever to compress and extract files in Apex.

Key Features:

• Create and extract Zip files natively in Apex.
• Optimise compression with different methods and levels.
• Extract specific files from a Zip archive without decompressing everything.

How To Use It:

Compress multiple attachments into a Zip file:

Compression.ZipWriter writer = new Compression.

ZipWriter();List contentDocumentIds = new List();// Add IDs of documents to be compressed to contentDocumentIdsfor ( ContentVersion cv : [SELECT PathOnClient, VersiondataFROM ContentVersionWHERE ContentDocumentId IN :contentDocumentIds]){writer.addEntry(cv.PathOnClient, cv.versiondata);}blob zipAttachment = writer.getArchive();

Extract specific files from a Zip archive:Compression.

ZipReader reader = new Compression.ZipReader(translationZip);

ZipEntry frTranslation = reader.getEntry(‘translations/fr.json’);

Blob frTranslationData = reader.extractEntry(frTranslation);Available in: All editions.

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Develop Lightning Web Components Faster with Real-Time Preview

Speed up your Lightning Web Component (LWC) development with Local Dev, now generally available!

This feature lets you preview your Lightning app in real time without deploying code or manually refreshing your browser.

Key Features:·

• Instant updates while coding with real-time preview.
• No need to deploy code or refresh manually.
• Available for Lightning apps and in beta for Lightning Web Runtime sites.

How To Use It:

1. Install Salesforce CLI if you haven’t already.

2. In Setup, search for Local Dev and select it.

3. Enable Local Dev for your org and users.

4. Install the Local Dev plug-in by running the CLI command:sf plugins install @Salesforce/plugin-lightning-dev

Available in: Lightning Experience & all versions of the Salesforce mobile app.

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The Gradual Shift Away from Third-Party Cookies and What It Means for Salesforce Users

The digital landscape is evolving, and third-party cookies – long used for tracking and targeted advertising – are becoming less reliable.

While some browsers blocked them years ago, others are now tightening restrictions, making it harder for businesses to track users across different sites.

For Salesforce users, this shift highlights the growing importance of first-party data – the information businesses collect directly from customer interactions.

Tools like Salesforce Customer Data Platform (CDP) help unify data across multiple touchpoints, allowing businesses to build a 360° customer view without relying on third-party tracking. AI-powered insights and segmentation will also play a key role in delivering personalised experiences in a privacy-first world.

The key takeaway? Businesses should future-proof their marketing strategies by focusing on trust, transparency, and first-party data collection.

Now is the time to review your data strategy, explore Salesforce CDP, and refine how you engage customers in a cookieless future.