Encryption in Salesforce

When we talk about Encryption in Salesforce, There are typically three kinds of encryption you may need to secure your data: Encription at rest Encription during transit Encription during usuage Here we will be going to talk about Encryption at rest which is provided by Salesforce Shield which provided 3 products: Event Monitoring Field Audit …

Salesforce Unlock Package

There are three kinds of packages one can build in the Salesforce platform, Out of which Salesforce Unlock Package is very powerful for the use-case of project deployment, release management, and CICD. Manage Package: Metadata is IP Protected, distributed via AppExchange Unmanage Package : Metadata is not IP Protected, you can protect via password but …

Salesforce Code Review Process

There are many AppExchange tools for Salesforce Static code analysis, few of the market leaders are SonarQube, CheckMarx, CodeScan. PMD (Programming Mistake Detector) is also a popular option. These tools help the Release Manager in Salesforce Code Review Process. I will not go through each tool’s capability rather highlight my opinion and comparison between two …

Salesforce Einstein Analytics Deployment

Salesforce Einstein Analytics components can be deployed in orgs via three ways: If the Einstein Analytics components will be deployed to a related org then Change set is the best option.Else Package-based metadata deployment using VS Code is the freeware to carry out the deployment. There are deployment tools like AutoRabit, Copado Gearset etc who …

Salesforce: Send Email delivery to Gmail, Yahoo

Let’s consider a use-case of this problem: The customer is using email2case. When customers send an email to the support email ( like [email protected]) then a case is successfully created. Now, from Console when an Agent replies back to the customer from Feed->Send mail the email is NOT reaching the customer. Solution: 1. Create DKIM …

Salesforce: email notifications from corporate email domain

If you want to send email notifications (like case status change, Lead creation) to the customers from your corporate email for branding or don’t want to expose the sales or service personal email then Create a service emailbox in the corporate email service go to Salesforce Organization-Wide Addresses Set User Selectable Organization-Wide Email Addresses and …

Salesforce: File transfer through Einstein BOT

Currently, there is no file upload functionality in the einstein chatbot – between Bot and a Customer. A file transfer facility is available between Agent and Customer, by transferring chat from Einstein bot to Agent and then Agent can request the customer to transfer file by sending a link to transfer file. A customer can’t …

Salesforce OAuth 2.0 Response and Grant Type

Salesforce OAuth 2.0 and Grant Type response_type is used against authorization endpoint. This parameter define what authorization response must contain in its response. For example, code when using authorization code grant https://login.salesforce.com/services/oauth2/authorize?response_type=code&client_id=<your_client_id>                                                        …

Force.com Site Vs Site.com

Salesforce Force.com Site Vs Site.com A public website and application can be built by Salesforce Force.com Site and Site.com. The website is directly integrated with a Salesforce Org – without requiring users to log in with a credential- hence not requiring any Salesforce license. One can publicly expose any information stored in the company through …