Nerd @ Work

When Salesforce is life!

[AppExchange] Managing Ideas on Salesforce Communities in Experience Cloud

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On July 7, 2023

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This guest post is brought to you by Sandeep Supehia. Sandeep serves as the Head of Engineering/Customer Success at Grazitti Interactive. He is 4x Salesforce certified with extensive experience in service, community, and product development. Apart from providing consultancy, solutions, and delivery, Sandeep has expertise in Salesforce development using Apex Triggers, LWC, Aura, Visualforce, and integration along with Jira services and customizations.

Ideas come in all shapes and sizes. However, you’ll need to manage them effectively in order to stay ahead of your competition.

If you use Salesforce communities for generating ideas, streamlining idea management will enable you to drive innovation, as well as power business growth.

In this blog, we will explore how Salesforce Ideas, along with the powerful idea management applications, can help organizations foster a culture of innovation and drive meaningful organizational change.

IdeasPro: Powering Innovation With Idea Management in 2023

A Salesforce-native solution, IdeasPro enables your customers, partners, and employees to post, share, and vote for ideas on your community in Experience Cloud.

It helps you go beyond the standard idea component in Salesforce and supports both Classic and Lightning Experience. :It provides a range of features to streamline the entire ideas management lifecycle. From idea submission to evaluation, implementation, and tracking, IdeasPro offers a centralized platform to manage idea and enables to:

  • Improve brand transparency & loyalty
  • Drive customer-centric innovation
  • Build a sustainable competitive advantage
  • Improve participation with gamification
  • Increase scalability with quick implementation

 Driving Organization Growth with IdeasPro

With IdeasPro, you can tap into the creativity and knowledge of your community members, fostering a culture of innovation. The platform allows for the exchange of ideas, collaboration, and refinement, leading to breakthrough innovations that drive competitive advantage.

Some of the benefits of implementing IdeasPro include:

  1. Efficient Evaluation

Make idea generation and implementation efficient and quick.This ensures that the most promising and feasible ideas receive the attention they deserve, leading to better resource allocation and improved decision-making.

  1. Better Collaboration

Enable participants to get a real-time view of the idea development process.

IdeasPro fosters collaboration by allowing community members to contribute, discuss, and refine ideas collectively. This collaborative environment promotes cross-functional communication and helps generate more impactful ideas.

  1. Improved Engagement

Engage employees and customers by gamifying the idea generation process.Effective ideas management on Salesforce Communities creates a sense of ownership and belonging among community members. When individuals see their ideas being considered and implemented, they become more engaged and motivated to contribute further, creating a positive cycle of innovation and growth.

Leveraging the collaboration features of IdeasPro to foster idea growth

IdeasPro comes packed with features for streamlined idea management in Salesforce:

  • Map Idea Accounts

 Map user accounts with ideas they have created, liked, or commented on.

  • Prevent Profanity

Block and prevent the posting of profane ideas and comments.

  • Schedule Idea Merge

Merge duplicate or similar ideas under a parent idea.

  • Convert Email-to-Ideas

Auto-convert email into ideas and log them into your Salesforce instance.

  • Deflect Similar Ideas

Show existing ideas and articles to users who post ideas that already exist.

  • Subscribe to Idea Categories

Get notified when an idea gets created or updated in a subscribed category.

  • Gamification

Reward users with badges and points when they create, comment, or vote on an idea.

How to Measure Success With IdeasPro

To measure effectiveness, it is important to quantify the investment made and return expected. Here are some of the parameters with which you can measure ROI:

  • The number of times employees have submitted ideas
  • The number of times employees have participated
  • The departments that have contributed the most
  • The average number of comments made per idea
  • The overall number of votes for ideas
  • The number of ideas with the highest score
  • The number of ideas in the product pipeline
  • The number of implemented ideas

Real-Life Application of IdeasPro

Let’s look at how IdeasPro helped an IT company enable ideas in Salesforce LEX and drive innovation.

The company develops software to consolidate and simplify data management, enabling businesses to resolve issues such as mass data fragmentation.

They wanted to modify the idea component in their Salesforce community, implement it in Salesforce LEX, and prioritize idea development based on associated revenue.

Team Grazitti developed the idea component for the customer’s community and built a configuration page to enable them to manage ideas.

We set up new filters, a search option, and built the UI for Lightning Experience.

Finally, we enabled them to prioritize the development of ideas with higher associated revenue by assigning them to product managers.

With the implementation of IdeasPro, the customer is now able to manage ideas from a single location and calculate the revenue generated from the associated idea.

A Brief Roundoff

Making the most of ideas is now critical to stay ahead of the curve. In fact, innovation is the key to success, as well as business growth.Managing ideas effectively in your Salesforce community will help you drive innovation.

Salesforce Ideas, coupled with the powerful IdeasPro application, offers a comprehensive solution for managing ideas and driving meaningful change.

Embrace ideas management with Salesforce Ideas and IdeasPro. For more information visit – https://www.grazitti.com/ideaspro/.

Overcoming the Challenges of Adding Products and Pricing to Salesforce

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On May 3, 2023

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This guest post is shared by Anisha Chawla, the CEO of Beyond Tech Media. She formerly worked at Google and Facebook, across Singapore, Australia, and New Zealand. She helps businesses grow through powerful digital marketing solutions. 

As a Salesforce admin or sales operations professional, you know how
important it is to have accurate product and pricing information in your CRM system. However, adding this information to Salesforce is not straightforward. Read on to explore some of the common challenges that organizations face when adding products and pricing to Salesforce, and some helpful tips and solutions to overcome them.

The Benefits

Once you have added all your products and pricing to Salesforce you can
record exactly what was sold to whom. This digital record can be used
throughout your business by sharing with departments like provisioning,
delivery, finance and billing.

This data is of immense value and will enable you to make better decisions
long term.

Data Complexity

One of the biggest challenges of adding products and pricing to Salesforce is
the complexity of the data involved. Depending on your organization’s size and industry, you may have hundreds or even thousands of different products, each with its own pricing structures, discounts, and configurations. To further compound this challenge your pricing data is almost certainly in a different format than Salesforce requires. Worst of all if you need to get this data into other systems they will almost certainly have a different format again.

Product Line Items and Price Books

Salesforce requires a product line item (all the product data except price) and a price book entry for every price you need to add. You can have multiple price books per product line item if you have multiple sell prices (retail, wholesales etc) or sell in multiple currencies.
If you sell simple products this is relatively easy, if you sell products with
recurring charges or lots of options or variations it is much harder.

EXAMPLE

If you have 20 products that must come with one of 3 different service level
agreements (Gold, Silver Bronze) do you add the products and the three SLAs separately (23 product line items) or do you create all the possible versions as a single line item so that sales can’t forget to add the SLA (60 product line items).
Both options have pros and cons so you will need to check with your
stakeholders to determine what will work best for them.
Getting this structure right is important and if you have not done it before
getting the assistance of a Salesforce integration partner can be a great
investment.

User Adoption

Adding products and pricing information to Salesforce is only half the battle – the other half is ensuring that your sales team actually uses the information. If your team finds the process of adding or updating product/pricing information in Salesforce confusing or time-consuming, they may be less likely to use the system.
To overcome this challenge, focus on user adoption from the start. Ensure
that your Salesforce training program includes clear instructions on how to
add and update product and pricing information, and provide ongoing support as needed. Consider whether you would benefit from implementing automated tools or workflows to simplify the process of adding and updating records.

On-going Management

Finally, keeping the pricing in Salesforce in accurate and up-to-date can be a
challenge. As your organization grows and your product and pricing offerings evolve, you may find this an ever-increasing burden.
To overcome this challenge, plan for ease of management from the start.
Regularly audit your data to check for errors and inconsistencies, and invest in tools and resources that can help you automate and streamline the process of adding and updating records such as ProductEngine.

Conclusion

Adding products and pricing information to Salesforce can be a challenging
task, but by understanding the common challenges and implementing
proactive solutions, you can overcome these obstacles and ensure that your
Salesforce records accurately reflect your product and pricing information. By investing in the right tools, working with a Salesforce implementation partner, focusing on user adoption, and planning for ease of management, you can set your organization up for success and achieve your sales goals more effectively.

[MadeInItaly] SFDX Lens, your italian Debug buddy

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On April 12, 2023

In Post

For the #MadeInItaly series where I want to showcase amazing artisanal Italian products from our incredible Italian Ohana, today’s guest post is delivered by Paolo Carrara, software developer, tech enthusiast, scrum master. After a Master’s degree in Software Engineering, he approached Salesforce ecosystem during his early career in a consulting firm and since then he’s been learning, coding, and thinking about new ways to improve his and his team’s work. A huge fan of the Agile movement and an active collaborator of the Italian agile community. You can visit his page (watch out for a hidden easter egg) here.

Many time things don’t go as we planned; we certainly don’t wish so but we must be prepared in such occasions, and when problems happen, there’s one just key factor: time.

That’s why I developed a tool that could help me get to the core problem quicker than whatever I was previously doing.

And that tool is SFDX Lens, a VS Code Extension available for free on the marketplace.

The typical scenario is this: you are happily developing the next new business logic in Salesforce when suddenly you get 3 different issues from 3 different users in your ticketing system, all marked with high priority. Ugh.
Now once you’ve read the ticket to understand what’s the problem you have to switch from your code to your QA environment, go to Setup > Debug Logs > New > compile all the required fields .. oh no! you have just created the 10th trace flag for the same user that was in debug last week.
Anyway, now you’re ready and can (if possible) replicate the issue, switch back to VS Code and inspect the log

And you have to do it 2 other times.

Or, you can leverage SFDX Lens’s Command SFDX Lens: Debug user from Org. With this command, the extension lets you pick just 3 options:

  1. An Org from the ones configured in your VS Code
  2. An active user to debug
  3. An amount of time from 15, 30 and 60 minutes

That’s it.

The extension will take care of setting a trace flag for that user with the maximum amount of precision allowed for the trace flag (which is more or less FINEST to everything), a process that usually take 1-2 seconds, and then you’re ready to replicate the issue and get the log in VS Code.

>Can you ask your user to replicate the issue himself?

Even better, “let me just activate the extension”, and 2 seconds after there you go, “go ahead”.

>Are you already connected to the QA environment?

Even better, you can skip point 1. With the command SFDX Lens: Debug user which creates a trace flag in the environment you’re connected to.

>Don’t want to search for the command in VSCode?

There’s a neat button for the command SFDX Lens: Debug user just in the activity bar below your code.

You don’t have to worry about trace flag pollution anymore, the extension ensures there will be just one trace flag per user (which is, the minimum required to set a trace flag)

Here’s a demo:

Right, now you have the log in VSCode and it’s a monolith of 7500 rows so.. what’s exactly happening here?

To address this question I often ask myself, I’ve developed a new command, right now in beta : SFDX Lens: Log Analysis (Beta) 

This command helps splitting the log into its components, each displayed visually and proportionally to its duration, so now you can focus on a single execution event at a time

This is particularly useful even for performance tuning, now you can see how many times a trigger fires per execution for example.

Here’s a demo:

Everything is made possible through the use of the @salesforce/core package available here: https://github.com/forcedotcom/sfdx-core

Now the circle is complete between getting the debug logs and analyzing them without leaving your IDE.

CloudOps Best Practices for Your Salesforce Environment

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On March 30, 2023

In Post

Another guest post by Gilad David Maayan. Gilad is a technology writer who has worked with over 150 technology companies including SAP, Imperva, Samsung NEXT, NetApp and Check Point, producing technical and thought leadership content that elucidates technical solutions for developers and IT leadership. Today he heads Agile SEO, the leading marketing agency in the technology industry.

What Is CloudOps?

CloudOps is the practice of managing and optimizing cloud-based infrastructure and applications to ensure they operate reliably, securely, and efficiently. It involves the use of tools and processes to automate tasks such as provisioning, monitoring, scaling, and backup, which simplifies the management of cloud resources.

CloudOps professionals work to ensure that cloud environments meet business requirements and performance expectations. They collaborate with software development and IT teams to design and implement cloud-based solutions that align with organizational objectives.

CloudOps is critical for organizations looking to leverage the benefits of cloud computing, including scalability, flexibility, and cost savings. By implementing CloudOps, organizations can optimize cloud resources, reduce downtime, and improve overall performance.

The Core Principles of CloudOps

The pillars of CloudOps are a set of guiding principles and best practices that are essential for ensuring efficient and effective cloud operations. These include:

  • Automation: This is the foundation of CloudOps, enabling the rapid and consistent deployment and management of cloud resources. This includes automating processes such as provisioning, configuration, and scaling.
  • Monitoring: Visibility and monitoring are critical to ensure the health and performance of cloud resources. This includes monitoring for availability, performance, and security, and responding to issues quickly and proactively.
  • Cost optimization: Cloud resources can quickly become expensive if not managed properly. CloudOps focuses on optimizing costs by implementing strategies such as resource allocation and usage monitoring, rightsizing, and cost allocation.
  • Security: Securing the cloud workloads is a top priority for cloud operations. CloudOps professionals ensure that cloud environments are secure by implementing best practices such as identity and access management, network security, and encryption.
  • DevOps: CloudOps and DevOps are closely related, with CloudOps supporting the development and deployment of applications in the cloud. This involves collaboration between development and operations teams, and the implementation of agile practices to support continuous integration and delivery.

Why Is CloudOps Important in the Salesforce Environment?

CloudOps is important in any environment that uses cloud services, including the Salesforce environment. CloudOps is important in the Salesforce environment for several reasons:

  • Application performance: CloudOps is important for ensuring that Salesforce applications and services are performing optimally. By monitoring the performance of Salesforce applications, CloudOps teams can identify and address issues that could impact the user experience.
  • Scalability: Salesforce is a popular customer relationship management (CRM) platform used by organizations of all sizes. As a company grows and adds more customers, the demand on its Salesforce environment can increase. CloudOps teams can help ensure that the Salesforce environment can scale to meet demand, by adding more resources or making other adjustments as needed.
  • Security: CloudOps teams are responsible for ensuring the security of the Salesforce environment, including monitoring for threats and vulnerabilities, implementing security controls, and ensuring compliance with industry and regulatory standards.
  • Cost optimization: CloudOps teams can help organizations optimize the cost of their Salesforce environment by identifying ways to reduce costs without impacting performance or security. This can include adjusting resource usage, implementing automation, and leveraging cloud cost optimization tools.

CloudOps Best Practices for Your Salesforce Environment

Implementing CloudOps best practices in a Salesforce environment is important for ensuring optimal performance, scalability, security, and cost optimization. Here are some best practices to consider:

  • Use automation: Automation is a key component of CloudOps best practices. Automation can help reduce the time and effort required to manage the Salesforce environment, and can help ensure consistency and reliability. Some examples of automation in a Salesforce environment include automated deployments, automated backups, and automated testing.
  • Monitor performance: Monitoring the performance of the Salesforce environment is important for identifying and addressing issues that could impact the user experience. CloudOps teams can use performance monitoring tools to identify performance bottlenecks and other issues, and take steps to address them. Performance monitoring should include not only the Salesforce application itself, but also the underlying infrastructure, such as the database and network.
  • Ensure security: Security is a critical component of CloudOps best practices. CloudOps teams should implement security controls, such as access controls, encryption, and multi-factor authentication, to help protect the Salesforce environment from unauthorized access and data breaches. It is also important to monitor for threats and vulnerabilities, and to implement appropriate security measures to mitigate risks.
  • Optimize costs: Cost optimization is another important consideration in CloudOps. CloudOps teams should work to optimize the cost of the Salesforce environment by identifying ways to reduce costs without impacting performance or security. This can include adjusting resource usage, implementing automation, and leveraging cloud cost optimization tools.
  • Leverage DevOps practices: DevOps practices, such as continuous integration and continuous deployment, can help improve the speed and agility of Salesforce development and operations. By automating the deployment process and using automated testing, teams can accelerate the delivery of new features and fixes to the Salesforce environment, while reducing the risk of errors and downtime.
  • Implement disaster recovery: Disaster recovery is a critical component of CloudOps best practices. CloudOps teams should implement a disaster recovery plan for the Salesforce environment to ensure that critical data and applications can be restored in the event of a disaster or outage. This can include backing up data regularly, implementing failover mechanisms, and testing the disaster recovery plan regularly.
  • Implement change management: Change management is important for ensuring that changes to the Salesforce environment are implemented in a controlled and predictable manner. CloudOps teams should implement a change management process that includes testing, approval, and documentation of changes, to ensure that changes are implemented without causing unexpected issues.

Conclusion

CloudOps best practices are essential for ensuring efficient and effective management of a Salesforce environment. By implementing automation, monitoring performance, ensuring security, optimizing costs, leveraging DevOps, implementing disaster recovery, and implementing change management, organizations can ensure that their Salesforce environment is reliable, scalable, secure, and cost-effective.

CloudOps enables organizations to leverage the benefits of the Salesforce platform while reducing the risk of errors and downtime. By adopting best practices for CloudOps, organizations can improve productivity, enhance customer satisfaction, and gain a competitive advantage.

[MadeInItaly] Salesforce Productivity Burst for VSCode

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On March 24, 2023

In Post

For the #MadeInItaly series where I want to showcase amazing artisanal Italian products from our incredible Italian Ohana, today’s guest post is delivered by Raffaele Preziosi, a certified Salesforce Developer and Application Architect who was born in Naples (Italy). He is passionate about the Salesforce platform, JavaScript, and DevOps. Currently, he works as a consultant at Accenture Nordics in Copenhagen, where he continues to innovate and develop solutions for clients in the Salesforce ecosystem.

Productivity is key when working with complex systems like Salesforce and installing the right tools can significantly increase it.

Salesforce Productivity Burst is a Visual Studio Code extension that can boost the productivity of Salesforce developers by streamlining their workflow.

The most interesting feature of this extension is the ability to open a wide range of Salesforce metadata types directly from VSCode, without the need to navigate the Salesforce user interface. This feature can save developers and admins a lot of time during the working day.

To use this feature, simply install it (Salesforce Productivity Burst – Visual Studio Marketplace), open the XML metadata component file and click the search icon in the status bar.

The extension operates by querying the metadata to retrieve the necessary ID, which will be used to generate the final URL. To improve the extension’s responsiveness, data is cached in the .sfdx/tools/SPB folder. By running the SPB:Refresh Metadata command, all required data can be pre-cached, resulting in significantly faster access to the components in subsequent operations.

It currently supports the following metadata types: Flow, Fields, Layouts, Profiles, Validation Rules, Global Picklists, Lightning Pages, Permission Sets, Permission Set Groups, Apex Classes, Apex Triggers, Quick Actions and Approval Processes.

In addition to this feature, SPB offers the ability to get total coverage and single-method test coverage of Apex classes/triggers, similar to what is available in the developer console. It also allows for quick activation of debug logging for your user, automated process, or integration platform user.

I present you ChatGPT Pal, Yet another OpenAI Client 🤖

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On March 15, 2023

In Post

About 2 weeks ago I asked #ChatGPT to help me to build a browser extension to call OpenAI’s APIs…in about 1.5 hours I packed a working extension, with a save of about 2/3 hours!

After few questions it gave me the whole extension code, comprised of UI interface, options, manifest and stuff.

The code was not working as output but ChatGPT, it needs modifications and enhancements, but it actually helped me delivering in 1/3 of the time…after that, I coded few other hours because I’m a nerd 🤓 and I wanted to make it easy but complete.

I’ve just published the extension on the Chrome Web Store, have a look and let me know what you think on my social channels!

👉 https://organizer.solutions/chatbuddy.html

Quick Guide to Salesforce Firewall Configuration

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On January 9, 2023

In Post

Today’s guest post is delivered by Gilad David Maayan, a technology writer who has worked with over 150 technology companies including SAP, Samsung NEXT, NetApp and Imperva, producing technical and thought leadership content that elucidates technical solutions for developers and IT leadership.

What is eCDN Web Application Firewall?

Salesforce Commerce Cloud provides a built-in content delivery network called eCDN, designed to accelerate site access and content delivery. It provides a safer and more reliable online shopping experience.

The eCDN also includes a web application firewall (WAF). Unlike a network firewall that inspects network traffic and blocks attacks at the network level, a WAF can protect application-layer traffic from web security threats and common web application vulnerabilities. For example, WAFs can protect against SQL injection, cross-site scripting (XSS), and cross-site request forgery (CSRF). The WAF is automatically updated with new rules and attack patterns to stay ahead of evolving threats.

How Does eCDN WAF Work?

eCDN WAF looks at all interactions with merchant websites—legitimate shopper behavior, bot traffic, and potentially malicious requests. All requests to the storefront are made over HTTP/S or AJAX. The WAF scrutinizes all requests, identifying common patterns of legitimate web traffic and possible attack patterns, and filtering out malicious traffic. The WAF can identify unusual or malicious traffic and block it to prevent security threats from reaching the eCommerce server. eCDN WAF also inspects website addresses and URLs to detect anomalies like malicious redirects.

When a suspicious request is made to a merchant’s site, the eCDN WAF evaluates the request and applies the action configured by the merchant:

  • If the selected action is “challenge”—the suspicious user is presented with a CAPTCHA and must submit it successfully to proceed to the next page. If the user does not successfully complete the CAPTCHA, the WAF blocks the request before it reaches the Commerce Cloud.
  • If the selected action is “block”—the suspicious user is immediately blocked.

Merchants can manage eCDN WAF in the Business Manager interface. They can configure WAF and access logs, and define how tightly their security settings should be enforced by setting the WAF to low, medium, or high security. WAF configuration is individual to each merchant site and depends on the type of traffic a website receives, and the level risk tolerance for the merchant’s business operations

A lower setting might be appropriate if a brand uses bots, or accepts the use of certain types of bots, which might trigger the WAF too frequently.

eCDN WAF Modes of Operation

When responding to potential web application threats, eCDN WAF inspects each incoming request, assigns a threat score, and responds appropriately. The WAF uses OWASP definitions to detect common web application attacks. Each incoming request that triggers an OWASP rule increases the overall threat score.

WAF uses three modes of operation to respond to detected OWASP threats:

  • Simulate—logs events without blocking or requiring web requests. This option allows administrators to see the impact of the WAF in challenge or block mode and decide which mode of operation is best for their online store.
  • Challenge—when challenge mode is enabled, suspected malicious users must fill in a CAPTCHA before accessing the store. Challenge mode is useful when there is a risk the WAF might accidentally target legitimate shoppers. Challenge mode allows a legitimate user to enter CAPTCHA information and continue their shopping experience.
  • Block—if an incoming web request is suspicious, a blocked page is displayed and the web request is prevented from reaching the server. The block option is the most effective against threat actors. However, this option is also the most restrictive. If the WAF incorrectly identifies a real shopper as malicious, the shopper is blocked and cannot enter the store.

Working with Simulation Mode

If you are new to WAF, SalesForce recommends running WAF in simulation mode for at least one week. Simulation mode captures and records information about site traffic.

You can review the generated logs to make data-driven decisions about firewall requirements and decide how to best configure the WAF. When reviewing logs, consider the following:

  • Which rules are triggered and how often are they executed?
  • Which region triggered the rule, and do you sell to or ship to this country?
  • Which IP addresses are associated with suspicious requests identified by WAF rules? Doing an IP lookup of a suspected malicious IP address can reveal more information.

After rtunning the WAF in simulation mode, you can decide whether to increase the sensitivity level of the WAF (if you see real threat actors are identified as malicious). Alternatively, you can reduce the sensitivity of the WAF (if you see there are real shoppers wrongly identified as malicious).

Modify eCDN WAF Settings

To change eCDN WAF settings:

  1. Choose Administration > Sites > Embedded CDN Settings.
  2. Choose a zone.
  3. On the WAF tab, select Enabled to turn on the WAF for the zone, or deselect it to disable WAF for this zone.
  4. From the Action dropdown list, select the action to take when an anomalous request is discovered—Simulate, Challenge, or Block.
  5. From the Sensitivity drop down, select a sensitivity level—high, medium, or low.

To obtain log data for analysis:

Select one or more dates and times and click Request Log. An email with a link is sent to your Business Manager email account when the log file is available for download. Download the logs to analyze your traffic and adjust WAF sensitivity accordingly.

Conclusion

In conclusion, configuring the Salesforce firewall is an important step in ensuring the security and integrity of your Salesforce account. By following the steps outlined in this quick guide, you can effectively set up and manage your firewall to protect your account from external threats and unauthorized access. It is also important to regularly review and update your firewall configuration to ensure it remains effective in protecting your account and data. By taking the time to properly set up and maintain your Salesforce firewall, you can ensure the security and success of your business.

TrailblazerDX 2023 registration open! 🤓

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On December 21, 2022

In Announcement

Are you ready for 2 full immersion days of Salesforce tech learning in beautiful San Francisco? 😮

If you, an admi/dev/architect, are looking for some real epicness, be ready for:

  • 200+ technical sessions
  • 400+ experts from Salesforce, MuleSoft, Slack, and Tableau
  • Knowledge share from thousands professionals
  • Parties, fun, parties, and fun

By registering now, you’ll get a $ 400 discount.

👉Click here for more details

Get a glimpse of the awesomeness with this recap of TrailblazerDX 22.

ORGanizer Connector: create your personal Salesforce credentials hub! 🎯

By

On December 20, 2022

In Announcement

📣 It’s with great pleasure that I’m announcing that ORGanizer Connector has successfully passed the AppExchange security review and it will soon be publicly listed it’s just been publicly listed!

What’s ORGanizer Connector?

ORGanizer Connector is a free AppExchange app that can be freely installed on any org type (production, sandbox or developer edition).

The app usage is really simple:

  • manually create Backup records that contains one or more credentials (Backup Items) whose secrets (password and token) are encrypted with a key stored in the main Backup record (which only who has access to the record can get)
  • massively import ORGanizer for Salesforce backups to automatically create Backup records using ORGanizer for Salesforce backup files
  • Each Backup can be shared using Salesforce standard sharing model, so org users can see only the record they are allowed to access and nothing more (we suggest a Private sharing model extended with sharing rules or manual sharing)
  • The package exposes a couple of REST APIs to let external applications integrate
    • By having access to a Backup record, you can use the Send Secret by Email button to receive the encryption secret by mail: this secret will be used to decrypt the secrets using the Reveal Password & Token button on the Backup Item record or using the ORGanizer for Salesforce native integration (for Full PRO and Team users only), or creating your own integration following the Github repo example

Is it really free?

The app is absolutely free 👌

If you want to use the ORGanizer for Salesforce native integration you need a Full PRO or Team license, though, but for companies it can be a life saver!

How do you use ORGanizer Connector integration?

It’s easy as 1,2,3:

  1. Install the package on your org (👉 AppExchange Link)
  2. Open the Options page (right click on ORGanizer icon and select Options)
  3. Select the Import/Export tab
  4. In the ORGanizer Connector (PRO) section select a connection (i.e. a login already stored on ORGanizer that lets you login to the org where ORGanizer Connector is installed…I suggest using an OAuth login)
    • Provided org can be a production org, a sandbox org or a Developer Edition org, no limitations!
  5. Select a Backup record and click the Get Backup button
    • Remember: you need to get the Backup’s Secret using the Send Secret by Email button on the Backup record
  6. Select the logins you want to be loaded into ORGanizer for Salesforce extension
  7. Select a login group already on your extension or create a new one and click the Import Logins button
    • If you import a login that is already on ORGanizer (username is the unique key) the login will simply be updated with the new passoword and token

Have a look at the video below to have a glimpse of how simple is ORGanizer for Salesforce’s Connector user experience:

When will ORGanizer Connector be available to install from AppExchange?

UPDATE: The package has just been listed and is available from this 🔗 AppExchange link.

We hope to be ready to publish the listing within Christmas 2022 alogn with an updated version of ORGanizer for Salesforce extension that will enable the native integration for PRO users.

What if I need more details?

Contact me:

📣DevOps Center is now Generally Available!

By

On December 16, 2022

In Post

Finally this amazing tool is GA!

DevOps Center is IMHO one of the most anticipated tools that we, the community of Salesforce professionals, were waiting since ages 👴

This gap has been filled in the years by many amazing products like Copado, Flosum, Gearset, AutoRABIT, Blue Canvas, Prodly or Opsera to name a few, but finally a Salesforce branded tool has just born to overcome many of the difficulties with Change Sets.

DevOps Center is a valid alternative to organize your work, track changes automatically, integrate seamlessly with GitHub (other GIT providers coming soon), and deploy updates easily with clicks: developers who are used to work on Git can still go on with it as DevOps center automatically updates its UI based on Git activity and admins can still participate in tracking changes on Git using clicks and not command line.

DevOps Center is available in any production org with Professional, Enterprise, or Unlimited Edition, or a Developer Edition org…so you can get your hands dirty!

Take a look at Salesforce Developers official blog for more links on how to learn!

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