My Salesforce notes

 Use case: Platform license users have no visibility to view Opportunity and its child object's records (S object) and files. E object is a custom object that has look up fields to Scope and Opportunity.  Object structure:  1Oppt - mScope 1Scope - mE. The purpose is to get the urls of files in Scope object and update in a field of E object after those files were shared to Platform license user group.   1. Get parent record through input variable (if we use it in process builder)     2.  To get ContentDocmentLink in parent object (Oppty or Scope in this case), we check LinkedEntityId equals parent object id.  3. Check if there is any doc is found. If yes, loop and get all urls, otherwise exit the flow or notify user through screen. 4. Loop each element 5. Create a formula for document url and assign values   6. Add each element to a collection 7. Assign url to a field in a child object (E object) and create/update record of E object.

Answer 4 questions:  What happened? --> Descriptive Why it happened? --> Diagnostic What will happen? --> Predictive What to do about it? --> Prescriptive Einstein Discovery works on: Numeric outcomes (revenue) True/False - Yes/No question Einstein Discovery Lifecycle: Idea/ KPI value Define the problem Create story with Dataset of historical information Iterate/ Review analysis and model metrics/ take recommendation  Deploy and Predict Review story and enable prediction Monitor and maintain in Production

Binding type: selection and result. Selection : a user need to click on somewhere in the dashboard. Selection interaction can be used to: Specify interactions between widgets which use queries from different datasets. In addition to filters, specify the measures, groupings, and other aspects of a query. Set widget display properties for some widget types (number and chart only Result : user does not need to click on dashboard or there is hidden step. A results interaction is typically used to: Define intermediate results for a complex calculation. For example, to calculate the total opportunity amount for the top-five products, use one query to calculate the top-five products. Then use those results to filter another query that calculates the total number of open cases for each product. Set an initial filter selection for a dashboard based on a characteristic of the logged-in user, like their country. Dynamically change the display of a widget based on the results of a query. For examp...

Dataflow should be build from the lowest grain data source. All lookup fields could be added in the dataflow. Digest node: filter is not recommended to add in digest node --> use filter node. dimension field should have N/A as a default value for grouping. Compute Relative: column based calculations (last/first day, latest opty by account, biggest opty by country, change from previous amount/stage/...) Compute Expression:Row based calculations (margin, same row date calculations, saql case statement...) Recipe: transform dataset. Tips: Combine datasets in data layer --> reduce dependency on saql Add derived fields in data layer --> reduce dependency on Json binding Add common lookup fields to datasets --> reduce dependency on Json binding Resource: Choosing Dataflow or Recipe  (tbh, I dont think I could choose which one I should use if I watch this video solely)

 Use case: Create a list button from Account related list and pre-populate the Lookup field   Create an input variable Acctid to store Account id and get the Name of from that record id. Check "Manually assign variables (advances)" and put the Id and Name from the found record.  Debug: Create List Button in Competition Battle Card and add it to Account related list

Tracking the last date a Sales person has a task or sends out the last email could be very helpful not only for Sales Managers to evaluate team members' effort but also for Marketing Manager to plan their campaign.  Salesforce provided Last Activity which is the date when a user last did something related to the record. It could be the latest Due Date of the Closed Tasks on a record or the latest Date of Events on a record. However, this field is only visible on list views and reports. And if your org has Einstein activity capture and assign this permission to your users, the Last Activity is probably not accurate anymore as this field only log the activity manually created in Salesforce.  Then Activity Metrics fields come into play. They show a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture(EAC). However, the emails and event captured by EAC are only available in Lightning Experience and just on list views and reports....

As the Live chat team is changing overtime and sometime a new Chat user was not set up properly to get them up and run. This post is just a note or reminder for all permission and configuration an admin has to do when assigning Live Agent permission: 1. Check Service Cloud User and Chat User on User Details. 2. In User Detail, assign Live Agent Representative and Sales Console User permission to them. 3. Assign new user in Live Chat queue 4. Add new user to Chat Agent Configurations 5. Add new user to Presence Configurations