Salesforce Designer Certification Maintenance (Winter '21)

 A company needs to automatically upsert between 4.5M to 5.5M cases every other day. What implementation should a Salesforce architect recommend to meet these requirements?

• Schedule the case upsert every other day using Data Loader.
• Schedule the case upsert every other day using the Data Import Wizard.
• Schedule an external service every other day to upsert cases using Bulk API 2.0.
• Schedule an external service every day to upsert cases using REST API.

Answer: 

Schedule an external service every other day to upsert cases using Bulk API 2.0.

An architect has developed a custom application that uses Bulk API 2.0 to extract data from one of their Salesforce orgs. The data for a new object, Phone_Book__b, needs to be included as well. 

How should the architect meet this new requirement?

• Create a new custom application and use Async SOQL to extract Phone_Book__b.
• Create a new custom application and use Bulk API 1.0 to extract Phone_Book__b.
• Update existing custom application to extract Phone_Book__b.
• Update custom application to Async SOQL to use extract Phone_Book__b.

Answer: 

Update existing custom application to extract Phone_Book__b.

What should a Salesforce architect recommend to secure traffic between a Salesforce org and Amazon Web Services (AWS)?

• Setup IP restrictions with outbound and inbound firewall rules.
• Setup salesforce connect and AWS virtual private cloud.
• Setup remote site settings with outbound and inbound firewall rules.
• Set salesforce private connect and an AWS virtual private cloud.

Answer: Set salesforce private connect and an AWS virtual private cloud

A corporation is growing its service department from 100 employees to 300. 

Each service user has five different permission sets assigned to them. 

What should an architect recommend to facilitate the assignment of these permission sets to the new employee?

• Create a permission set group that includes the five permission sets and assign it to all 300 users.
• Assign each induvial permission set to all 200 new users.
• Create a new service profile from the existing five permission sets and assign it all 300 users.
• Create a new service profile from the existing five permission sets and assign it all 200 users.

Answer: 

Create a permission set group that includes the five permission sets and assign it to all 300 users.

Service managers and service representatives are assigned different permission set groups (PSGs). Both PSGs contain the permission set Survey Creator. What should an architect recommend if they no longer want service representatives to delete surveys?

• Create a new permission set for service mangers and edit the survey create permission set to remove delete capabilities.
• Create a muting permission set suppressing delete capabilities and assign to service rep PSG.
• Create a new permission set for service rep omitting the delete functionality.
• Create a muting permission set suppressing delete capabilities and assign to service Manager PSG.

Answer:

Create a muting permission set suppressing delete capabilities and assign to service rep PSG.

A security department requests that all personally identifiable information (PII) in full Salesforce sandboxes be obfuscated. There are 13M records with PII affected. 

What should a Salesforce architect recommend to meet these new security requirements?

Answer: Salesforce data mask in production and then refresh the sandbox

A company is preparing for the new Salesforce release and wants to start training its users on the new features yet to be in production. 

What can a Salesforce architect recommend in order to quickly give users access to a new preview instance?

Answer: Create a new sandbox by cloning a preview instance.

When Salesforce is configured as an identity provider, what can be applied to secure its messages to the service provider?

Answer: single algorithm

Platform App Builder Certification Maintenance (Winter '21)

 Where should an app builder go to analyze performance on a Lightning record page?

1. Lightning App Manager
2. Lightning Object Manager
3. Lightning App Launcher
4. Lightning App Builder

Answer : Lightning App Builder

What field is updated when deploying sharing settings simultaneously?

1. Sharing Criteria Rules
2. Sharing Models
3. Criteria Items
4. Owner Rules

Answer: Sharing Models

What should an app builder use to build a collection of records for three different custom objects?

1. Use a reusable screen Component
2. Create a custom Component
3. Clone a Screen Component
4. Use Loop Component

Answer: Use a reusable screen Component

An app builder received feedback that a custom page layout has too many fields on it, and some fields are only needed if other fields are entered. What should an app builder configure to help with this issue?

1. Dependent picklist
2. Lightning Web Component
3. Dynamic Forms
4. Separate page layouts & record types

Answer: Dynamic Forms

What type of flow is available for an app builder to debug as another user?

1. Invocable process
2. Screen Flows
3. Platform Events
4. Record Change Process

Answer: Screen Flows

Platform Developer I Certification Maintenance (Winter '21)

 How can a suspended event be resumed where it left off, to avoid missing any events that were published during the suspension?

1. Refresh the Event
2. Resume the Event
3. Resume the Event from New 
4. Resume the Event from Tip

Answer: Resume the Event

Which statement is true regarding events configured with the Publish Immediately behavior?

1. Publish immediately Events count towards Apex DML limits
2. EventBus.publish() returns how many platform events are configured to publish immediately.
3. The events are published and do not depend on the successful completion of the transaction.
4. Events published immediately prevent Apex callout from being performed after publishing.

Answer: The events are published and do not depend on the successful completion of the transaction.

What is the minimum code coverage requirement in order to promote and release an unlocked package?

1. 70%
2. 75%
3. 85%
4. 90%

Answer: 75%

When using WITH SECURITY_ENFORCED in a SELECT clause, what happens if a field referenced in the clause is inaccessible to the user?

1. The query succeeds, but no data returned.
2. The query succeeds, and null data set is returned.
3. The query fails with an error indicating no access allowed.
4. The query throws an exception indicating insufficient permission and no data is returned.

Answer: The query throws an exception indicating insufficient permission and no data is returned.

A developer wants to send a custom notification when an important event occurs. What can the developer use?

1. Messaging.Custom Notification Class
2. Messaging.Push Notification Class
3. Messaging.Notification Action Class
4. Messaging.Send Notification Class

Answer: Messaging.Custom Notification Class

A developer wants to check whether a user has a standard permission. Where should the developer import Salesforce permissions from in order to check this?

1. @salesforce/hasPermission
2. @salesforce/customPermission
3. @salesforce/userPermission
4. @salesforce/customPermission/namespace

Answer: @salesforce/userPermission

When does Salesforce plan to enforce the removal of instance names from all Visualforce URLs?

A.Spring ’18

B.Summer ’21

C.Spring ’22

D.Summer ’22

Answer: Summer 22

What is a current use case for incorporating the @track decorator in a field of a Lightning web component?

A.To make a field reactive

B.To display the updated field value if it changes

C.To observe changes when the field contains an array

D.To re-render a component when a field’s value changes

Answer: To observe changes when the field contains an array

What is the default behavior of the Lightning message service scope parameter?

1. Active area Only
2. Entire application
3. Publisher message channel
4. Active area and all hidden tabs

Answer: Active area only

HandsOn 

Updated Code of class

@RestResource(urlMapping='/apexSecurityRest')

global with sharing class ApexSecurityRest {

    @HttpGet

    global static Contact doGet() {

        Contact result;

         Id recordId = RestContext.request.params.get('id');

    

          List<Contact> results = [SELECT id, Name, Title, Top_Secret__c, Account.Name FROM Contact WHERE Id = :recordId];

          SObjectAccessDecision securityDecision = Security.stripInaccessible(AccessType.READABLE, results);

          

           SObjectAccessDecision securityDecision2 =

       Security.stripInaccessible(AccessType.UPDATABLE,

             [SELECT Description FROM Contact]

             );

             result.Description = result.Account?.Name;

           return result;

      }

      public class FunctionalException extends Exception{}

      public class SecurityException extends Exception{}

}

Salesforce - Sending Surveys to Customer using Salesforce Survey

 Salesforce Survey

In order to use salesforce surveys, org must have salesforce surveys enabled. Salesforce gives us previlage to send surveys to employees and to user outside of company. In this post I will explain how we can send surveys to contacts outside of company without using code.

In order to achieve this we will use following things

1. Salesforce Surveys
2. Community
3. Flow
4. Email template
5. Process Builder

Survey

Make sure your salesforce org has lightning turned on as salesforce survey object is accessible in lightning only. In order to access salesforce survey tab you can access it from both lightning and classic.

 Go in setup search and write down survey. Click on survey settings and make sure you turned on survey from here. Later in this post we will create a community to select here.

Now select salesforce survey from lightning tabs and click new and create a survey. Select name as surveys for customers. Add some text on survey welcome page. Something like that

At Universal Container we are committed to providing our customers the best technical support and service. Please take this brief two-minute survey about your recent contact with our Technical Support Staff.

Add next page and click on page and click on Add Question button and select NPS to add on your page. Enter below text as question

How likely are you to recommend our service to a friend or colleague?

Add below text on thank you page

Thank you for taking the survey. Your feedback is important to us

Click save and then click activate button. If you want to update this survey you have to create a separate version.

Survey Invitation

Go in survey invitation object and create a custom field email. This field will be used to send surveys to emails.

Community

Now we will create a community which will be used as a bridge to send surveys to contacts outside of our company.

Go in setup search and write all communities. Click on All communities and then create a community by clicking button new community.

Select build your own and then click Get Started. Enter name "Survey" and url survey and click create.

It will take few minutes for system to create your community.

Now go back into survey settings and select this community 

Flow

In order to launch surveys automatically we will be using lightning flows. When a case is closed we will automatically launch a flow. Go in the setup search and write down flow. Click on flows under process automation heading. Click new flow button and select record triggered flow.

Now select when record is updated then select objects is case and then put condition status equal to closed.

Now drag get records to get community information. We need community information create survey invitation data.

Add condition community name = survey

Now use get records to get survey record id.

Drag create record and now create a record for survey invitation object with below mapping

community id = community id

Survey id = survey id

Email = Contact email

Allow guest user response = true

Invitation name = test

Now add an action. select email send. Add email alert name and select survey invitation record id in related record id option.

In order to make sure you only send one survey per case update case with the check box survey send = true in the end of flow.

Now activate your flow.

Publishing Community

Now go back into setup and select all communities and then click builder in front of your community name.

Click on components and type survey in search box. drag and drop survey component on front page and then select your survey on it.

Now go in community profile and make sure that community profile have cru right on survey, survey invitation and survey response object.

Now mark your community as public and then publish it.

Email Template

Create an email template with below wording and create take survey link like this

Community Url/runtimeApp.app?invitationId={!SurveyInvitation.Id}&surveyName={!SurveyInvitation.Name}&UUID={!SurveyInvitation.UUID}

Process Builder

In order to stop contacts filling survey multiple times you can create a process builder on survey invitation object. Select when record is created or updated.

In condition select status ischanged = true and status = completed in action use immediate action and mark allow guest response to false.

Salesforce - Text Messaging Service

Salesforce Messaging

Messaging lets your company have conversations with customers in the ways that are most convenient for your customers—on their mobile devices using messaging apps such as SMS text messaging and Facebook Messenger. Agents can respond in the Service Console, where they can access all the benefits of Digital Engagement at their fingertips.

Text Messaging

To setup text messaging you first need messaging license from salesforce. License name is "Messaging User". Once you have license you have to go in setup(make sure to use lightning and click on service setup) to enable messaging. Go in service setup and search for messaging.Click on messaging settings and toggle the button and enable messaging in your organization.

After enable click on "New Channel" button. It will ask you log a case with salesforce so they can assign a channel number(phone number) to your org. This number will be used by your org to send messages to customers.

You can use text, messenger and whatsapp messages in our scenario we will discuss about text messages.

Use Case

 In this article we will perform a use case that when order status is changed system should pick up contacts of the account the order is associated to and send them status of order. This is like the same use case when we place an order with amazon and get order status updates text messages.

Messaging Setup

Once salesforce replies you back with a phone number assigned to your org you have to start configuring system.First of all go on your user record and scroll down to license permission  and then assign yourself messaging user license.

Then create messaging user permission set as per this link and assign it to your user. Once these two step are down you will be able to edit channel configurations to setup opt in and opt out communications.

 

Note:As in my use case we are not using omni channel but we still have to configure complete setup of omni channel otherwise  text messaging will not receive opt in and opt out communications.

Go in set up and search for omni channel setting and click the checkbox and enable omni channel.

Now from setup search for presence configuration and create a presence configuration.

Now from setup search for presences statuses and click on new button.Create new presence status "Messaging" and select messaging channel in it.

Now from setup search for routing configuration and click new button.Create a new routing configuration and 

Routing Configuration Name = Messaging Routing

Routing Priority = 1

Routing Model = Most Available

Now from setup search for service channel and click new. Create  anew service channel.

Name = Messaging

developer name = sfdc_livemessage

Object = Messaging Session

Create a queue with name messaging queue and add following objects

Order

Contact 

Account

Messaging User

Messaging Session

Routing Configuration = Messaging Routing(the one you created above)

Add system admin profile in this queue. Now edit channel in routing type select queue based routing and in queue lookup selects your messaging queue.Add opt in and opt out communication as per below and leave all the other things blank and save the channel configurations.

Opt in: You have opted in to receive sales order update texts

Opt out: You have opted out for all sales order update texts

Process Builder

Now to send text messages automatically once order status is updated we will create a process builder.

From setup search process builder and click new. Select Order object and add a criteria Ischanged(Status) then on action choose flow. Pass order id to flow

Flow

Create an auto launched flow 

Flow name = Order Status Message

Get Records

Get order records from the id passed by flow as per below image

Get Records

Get account contact relation data using order object account. In this way we can get all the contacts of account.As shown in image

Decision

Check if no contacts are found then stop the flow if contacts are found then Loop around them.As per image

Loop

Get Records

Get messaging user record of contact as per image.

Decision

Check if messaging user record is already exist for this contacts or not. As per image

Action

If messaging user record exist then send text.As per image

Create Messaging User Record

If messaging user record does not exist then create a messaging user record.Note: Make sure that when you create messaging user record then platform key and messaging user name should be same and platform key should have +1 in phone number otherwise system will create duplicate records.

Note: messaging user record of one phone number can be configured on one channel

Salesforce - Open SAP from Salesforce

Scenario:

I got a requirement from one of my client that while using salesforce they want to open SAP. So they need a button on order screen which will pass few values from salesforce into SAP.Once user click the button in salesforce, SAP screen should popup on the salesforce screen with all the values of order auto populated in SAP. This will help the reps to enter order information into their SAP system. If SAP is not login then the SAP popup should still appear but with an error that SAP is not login.

Design:

After a lot of struggle we were able to make this happen but it has few down sides too. 

We created a javascript button in salesforce below is the code of it. This javascript query all the data from case object related to order and call a bat file which is on client centralized location. This centralized location is easily accessible by all the users from client side. Then this bat file call SAP.

Drawbacks

This solution will only work if salesforce is open in internet explorer as chrome and other browsers have different level of security for Active XObject which is not allowing to open another application.

We need a VBS file which listen to our request and enter all the values send by salesforce into fields.

VBS file and BAT file should be on same location not accessible by all users who want to use this functionality.

Code of button:

{!REQUIRESCRIPT("/soap/ajax/33.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/33.0/apex.js")} var ContactInfo = sforce.connection.query("select Id,Contact.RecordTypeId,Contact.LastName,Contact.FirstName,Contact.Phone,Contact.Email,Contact.MailingCountryCode, Contact.MailingCity,Contact.MailingStreet, Contact.MailingStateCode, Contact.MailingPostalCode,Contact.MobilePhone from case where id = '{!Case.Id}'"); records = ContactInfo.getArray("records"); if(records[0].Contact.RecordTypeId != 'ABC9999999'){ alert('Order type not supported, this feature.Enter order manually'); } else if( records[0].Contact.MailingCity && records[0].Contact.MailingStreet && records[0].Contact.MailingStateCode && (records[0].Contact.Phone || records[0].Contact.MobilePhone)&& records[0].Contact.MailingPostalCode && records[0].Contact.MailingCountryCode && records[0].Contact.FirstName){ var ConCity = records[0].Contact.MailingCity; var ConStreet = records[0].Contact.MailingStreet; var ConState = records[0].Contact.MailingStateCode; var ConPostalCode = records[0].Contact.MailingPostalCode; var ConCountry = records[0].Contact.MailingCountryCode; var ConFirstName = records[0].Contact.FirstName; var ConLastName = records[0].Contact.LastName; var Name = ConFirstName +' ' +ConLastName; var CaseID = '{!Case.CaseNumber}'; if(records[0].Contact.Email){ var ConEmail = records[0].Contact.Email;} else var ConEmail = ''; if(records[0].Contact.Phone){ var ConPhone = records[0].Contact.Phone;} else var ConPhone = ''; if(records[0].Contact.MobilePhone){ var ConMobile = records[0].Contact.MobilePhone;} else var ConMobile = ''; var PONumber = (ConPhone == ''?ConMobile:ConPhone) ; var path = "\\\testlocation\\SFDC_test.bat " +'"'+ConPhone+'"'+' '+'"'+Name+'"'+' '+'"'+ConLastName+'"'+' '+'"'+ConStreet+'"'+ ' '+'"'+ConPostalCode+'"'+' '+'"'+ConCity+'"'+ ' ' +'"'+ConState+'"'+ ' '+'"'+ConCountry+'"'+' ' +'"'+ConEmail+'"'+ ' ' +'"'+CaseID+'"'+ ' ' +'"'+ConMobile+'"'+ ' ' +'"'+PONumber+'"'; MyObject = new ActiveXObject("WScript.Shell"); MyObject.Run(path); } else if( !records[0].Contact.MailingCity || !records[0].Contact.MailingStreet || !records[0].Contact.MailingStateCode || !records[0].Contact.MailingPostalCode || !records[0].Contact.MailingCountryCode){ alert('Please provide complete address on Contact'); } else if( !records[0].Contact.Phone && !records[0].Contact.MobilePhone){ alert('Please provide Phone/Mobile Phone on Contact'); } else if( !records[0].Contact.FirstName){ alert('Please provide First Name on Contact'); } else{ alert('There is some error in the data'); } Code of bat File @echo off   SET p1="%~1"  SET p2="%~2" SET p3="%~3"  SET p4="%~4" SET p5="%~5"    SHIFT SHIFT SHIFT SHIFT SHIFT SHIFT   SET p6="%~0" SET p7="%~1" SET p8="%~2" SET p9="%~3" SET p10="%~4" SET p11="%~5" SET p12="%~6" SET p13="%~7" SET p14="%~8" SET p15="%~9"        wscript "\\testlocation\demo.vbs" %p1% %p2% %p3% %p4% %p5% %p6% %p7% %p8% %p9% %p10% %p11% %p12% %p13% %p14% %p15%   Note: You may see more parameters in bat file. You can add or subtract as many parameters as per your need.

Dell Boomi-Consume WSDL in Boomi to integrate system with Salesforce

WebService Soap Client Connector

In order to connect salesforce with some other system using wsdl, we have to use dell boomi webservice soap connector.

Use the Web Services SOAP Client connector (a generic connector) to integrate with any web-based or on-premise application that exposes a SOAP web services interface.

This connector enables developing integrations against various SOAP-enabled applications.

Configure Connector

You will have a wsdl link from your source system. In my case we will use a dynamic link which can get some parameters and return us results. This is a secure wsdl so we have to configure the security also.

Here is a test link

WDSL URL = https://demo.com/fni-bin/demotest.cfg/services/soap?wsdl

SOAP End point URL = https://demo.com/fni-bin/demotest.cfg/services/soap

Note: One thing to note is that while configuring connector do make sure that you do not add wsdl word in the soap end point url. as shown above. If your wsdl is secure then enter user name and passwords.Based on the security level you can set security type.

Setting Parameter

In the start shape connector when you are done with configuring connector click on parameter shape and set your parameters. As shown in picture.

Convert Data from WSDL into CSV

When wsdl sends us data its in the form of columns and rows and we have to convert it into a format that can be read by salesforce. In order to accomplish this we will use a map in boomi. In the source profile we will use the profile structure which we get from wsdl and in the destination we will create a dummy data holder flat file profile. This flat file profile will help us to distinguish between data and column headers. As shown below.

Convert Data from CSV format to XML for Salesforce

Now we will configure another map and put it right after our conversion map(the map we configure above). This new map will help us to convert flat file data into xml format which salesforce accept.

In the source side you will create a flat file with all the column names your wsdl provides. This will be a manual activity. You have to manually create all the column names.Make sure you use correct names and sequence.If name or sequence are misspelled or misplaced data of one field will enter into another field.

On the destination side use salesforce xml profile and do the mapping as per your requirements.Now add your salesforce connector and insert data into salesforce.

Add try and catch to make sure all the errors you encounter are logged somewhere.