Unearthing Salesforce Platform Capabilities

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:...