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...

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 By using cloud-based product we have advantages over documents getting lost, outdated version rendered to stakeholders, irregular audit tracking like who made the changes and when.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 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...