Unearthing Salesforce Platform Capabilities

The manufacturing industry is undergoing massive digital transformation post covid era. Companies are trying to innovate their businesses so they can succeed. Manufacturers are looking for solutions that helps them to better understand their customer in manufacturing supply chain operation. With advent of CRM analytics, artificial intelligence customers are looking to gather actionable insights, so they build more trusted relationships with their customers. Salesforce Manufacturing Cloud is a platform that helps you manage your entire book-of-business and customer service lifecycle, while increasing collaboration and transparency between sales, operations, and partners. Image Source: Salesforce Trailhead Without cloud CRM in place few of the challenges faced by manufacturing customers are : Birds eye view of planned and actual product revenues and quantities Flexibility to change sales plans based on factors such as production issues, customer requests, and recession Visibility into pr...

When your org fulfilment is completed by salesforce through honeywell sparta systems, its time for you to perform TrackWise Digital (TWD) platform package installation in your sandbox org . Before you install other TWD packages, its mandatory you need to install TWD platform packages. During TWD platform package installation, you can receive failed package notification error via email sent to your mailbox. The error would be as shown in screenshot. Error : Dependent class is invalid and needs recompilation Class CMPL123.Mocks : Invalid type : Content Note Resolution to fix the failed package error : You can get rid of this error by enabling notes in your org . Steps to enable notes 1. Go to setup 2. Under search section , type notes as shown :   3. Click on ' Notes Settings ' option . 4. You will see below screen with ' Enable Notes ' parameter unchecked . 5. Check( enable) the ' Enable Notes ' parameter and click save. 6. Re try installing the TWD platform pac...

Salesforce’s new Hire Me button will help simplify how Trailblazers hire and get hired in the Salesforce Ecosystem. Individuals will be able to indicate interest in new work opportunities on their Trailblazer.me Profile, while hiring managers will be able to simply click on the Hire Me button to message and connect with potential job candidates. It’s the quick, easy, and straightforward way to discover and connect with Salesforce experts. The introduction of the Hire Me button will empower Trailblazers to identify as job seekers and to connect with organizations that need their expertise, and to make it easier for hiring managers to connect with potential job candidates.” The initiative by Salesforce is to prepare 20,000 new Trailblazers for jobs in the Salesforce ecosystem by 2028. To begin with displaying a badge to get Hired by prospective employers who can see I'm available for work and directly message you about work opportunities , follow below steps . 1. Login to your trail...

 https://www.awsquality.com/order-and-contract-management-in-salesforce-service-cloud/

Extension Requests are TWD records which are used in situations where a time-sensitive record cannot be completed on time. Extension Requests contain information about the change, a proposed due date, Justification for Extension, justification for No Impact and Requested by fields. When Extension Requests are approved in the workflow the proposed due date from extension request record should be updated on parent record. The parent record can be one of the following (Action, Audit, Quality Event, CAPA, Change Control, Standalone CAPA, or Complaint) and shown in the screenshot. The defect as a patch is not made available in latest versions of release but only through QPA installation only. For customers upgrading to Summer 21 and later this patch cannot be used directly through URL installation but needs manually intervention and hands-on customizations to take advantage of the patch. Root cause of the issue: The process builder automation responsible to update Parent Due Date from Exte...

A Document Management System (DMS) is Sparta TWD managed package application which is used to manage all corporate document with activities such as create, edit, upload, and manage the corporate documents. The application comes with pre-defined workflow process like review and approval process which could be used to make document effective before the document is made available to all the business users. The TrackWise Digital Platform application must be installed for DMS to work, and TWD platform application must be installed prior to installing DMS application. With Salesforce has three major releases per year, Sparta also releases 3 releases in a year with major enhancements and features. With such releases more and more features are made available to their customers without impacting business. With DMS packaging being upgraded thrice a year there could be possibility the administrator could face one of the known errors during DMS package upgrade in salesforce orgs which is:...

Document management systems (DMS)   is one of the known solutions pharma organization use to manage their internal quality processes and store/ track all documentation related to quality. By using cloud-based product we have advantages over documents getting lost, outdated version rendered to stakeholders, irregular audit tracking like who made the changes and when. These qualities are necessary for good quality software as part of internal adulting process. The document are uploaded into the DMS system by DMS administrators. The document must go through a pre-defined workflow review process before it is made EFFECTIVE and made available for end users for training reference. The workflow lifecycle for DMS workflow approval cycle includes a) Draft, b) In Review, c)Under Approval and d) EFFECTIVE. Once the document is EFFECTIVE, the document is locked for further editing. The document is later used for internal training and can be printed and shared with internal users for performing...

D ynamic dispatch is the process of selecting which implementation of a polymorphic method to call at run time. It is commonly employed in, and considered a prime characteristic of, object-oriented programming (OOP) languages and systems.  Polymorphism in object-oriented programming is the phenomenon where objects of the class expose an operation of the same name but possibly differing in behavior. Dynamic dispatch contrasts with static dispatch, in which the implementation of a polymorphic operation is selected at compile time. The whole purpose of dynamic dispatch is to defer the selection of an appropriate implementation until the run time type of a parameter is known. A polymorphic operation has several implementations, all associated with the same name. With dynamic dispatch, one particular implementation of an operation is chosen at run time.  In apex programming methods and classes are final by default. You cannot use the final keyword in the declaration of a ...

D evelopers can use the Invocable Action mechanism to build a functionality which could be used by admins or non-coding consultants to do declarative programming around process builders and flows salesforce technology . To build focused action we need to use apex class that accepts inputs and returns data via output parameters. Admins can use input fields via flows to supply input into the apex method and use output parameters to return data back to UI via flows (screen flows). Use the @InvocableMethod annotation to identify methods that can be run as invocable actions and use the @InvocableVariable annotation to identify variables used by invocable methods in custom classes. Packaging Invocable Actions (managed packages): You can build packages with invocable methods, once included the invocable method cannot be removed from later versions of the package. Public invocable methods can be referred to by flows and processes within the managed package. Global invocable methods can be refe...