Experience Cloud License and membership

 Experience Cloud Authentication Groups:

1.Guest Users

Represents all unauthenticated users (i.e. the public)

2.External Users

Partners and customers : users that do not have a "standard" license.

3.Internal Users 

Employees and contractors : users with  a standard license.

Note :

Unauthenticated access to a Salesforce community does not require a license.This applies to Guest users.

Membership : Junction of the user and a community. And this grants a person access.

The keys to Community Membership :

A license is required for authenticated community membership.

A user profile associated with an appropriate license type must exist.

A user record must be created with an applicable user profile.

When a user profile is added to a community,all users with that profile are now licensed users of that community.

Permission Sets :

Granting an individual access to a community can be done via permission sets.

Allows maintenance of existing profiles without providing unnecessary access.

Permission Set access is used less often than granting access via user profiles.

This would typically be used as an exception, not the standard for access.

License Types and Capabilities :

1.Customer Community 

Customer community provide access to a few key standard objects,

such as accounts,contacts,cases,products and orders, upto 10 custom objects.

chatters, files and knowledge (read-only)

2.Customer community plus

Customer community plus takes everything that customer community has and adds a few key additions.

Additional Read/Write access to standard objects.

Reports and Dashboards

Roles

Advanced sharing

Additional Data Storage

Additional API Calls

Delegated Admin

3.Partner community

Partner license types provide everything that customer community plus has along with access to additional standard objects.

leads,opportunities

Also some additional data storage and territory management.

4.Commerce portals

Similar to Customer Community.

with less standard objects and more custom objects.

5.External Apps

it's similar to Partner,has more storage , API calls , custom objects(100).

6.Channel Account

Same as Partner, but billed per partner instead of per user.

upgrade paths between community licenses :

Quick & easy Upgrade path :

From Customer Community to either customer community plus or Partner community.

This upgrade is fairly straightforward.

Multi-step Upgrade path :

possible Upgrade between Customer Community Plus and Partner.however, it takes a little bit more work to make that happen.

To take a user who has a Customer Community Plus or a Partner license and move them to Customer Community 

requires a significant amount of work and is not a standard upgrade path.

Named User vs User Login Licenses :

A named user license, or simply user, is associated with a named, dedicated user record and is associated with all corresponding logins over time.

The user login license type is not named or dedicated to one person. It is associated with an instance of authenticated access.

 

The named user license type is acquired and is associated with an individual user. That user logs in. Let's say that user logged in four times in a month. The license count, however, will only be 1 because all 4 logins are associated with the named user.

The user login scenario is different. This user logs in 3 times in a month, and each of those is added to the total, which is 3. So a user with a user login license type that logs in 3 times uses 3 licenses in that month.

 

Note :

A fully optimized license allocation assumes a named user assignment for users that have 3+ logins/month.

How to Reset Salesforce Flow Limits

 How to Reset Salesforce Flow Limits That Cause Errors Like "Number of Iterations Exceeded" or "Apex CPU Time Limit Exceeded" 

The limits are reset when the flow transaction ends. To end the transaction, we can perform these steps :

1. Autolaunched Flows :

• Pause Element: Set to 0 hours to end the transaction and clear limits.

2. Screen Flows :

• Screen Element: Ends the transaction after displaying the screen.

• Local Action: Use an empty local action to end the transaction.

Use these methods to help prevent flow errors caused by governor limits !!

Service cloud omni-channel

 omni-channel channel types :

omni-channel is capable of working with two types of channels.

--> Real -Time Channels

--> Asynchronous Channels

Real - Time Channels :

Real-time Channels are channels where the person asking support is expecting a real-time answer to their request.

ex : Phone calls or live chat

Asynchronous Channels :

Asynchronous channels are channels where the person asking support is expecting a reply to their request at a later time.

ex : emails or contact forms

Omni-Channel Routing Destinations :

Omni-Channel can route Work Items to 3 different destinations.

1.Route to Queue

Work Items fall in a Queue of Users where Users are then picking up work first-in first-out.

2.Route to Skill

Work items are assigned to the Agents that have the proper Skills to work on the request.

3.Route to Agent 

work Items are assigned to a specific Agent directly.

Omni-Channel Agent Properties :

Agents have properties that Omni-Channel uses in order to select which agent is better suited to receive a work item based

on its Routing Destinations.

1.Status & Capacity :

Agents all have a Status, which models their availability,

and a Capacity, which models the maximum amount of work they can take.

ex : Statuses are : Away, Available,On Break etc

 

2.Skills :

Agents have a set of skills that they can leverage to take certain work Items.

Work Items can require one or multiple skills to be assigned. 

ex : Skills are : English, 2nd Tier,Robert Butler Maintenance etc

3.Queue Membership

Agents can e assigned to specific  queues,and thus work on work Items that fall in those Queues.

ex : Queues are : Billing,Complaint

Omni Supervisor :

Supervisors get access to the Omni Supervisor function in Omni-Channel in order to monitor their team easily.

1.Monitor Agents

2.Monitor Work Backlogs

3.Monitor Assigned Work

Monitor Agents :

Supervisors can monitor the Agents they have access to through the Supervisor Configuration assigned to them.

This include, the Agent status and status timeline, the Agent's Current work and open capacity, how long theyve been logged in etc.

Monitor Work Backlogs:

Supervisors can monitor specific skill & Queue backlogs to gauge how much work is left to be assigned to agents.

This allows them to have simple visibility on where to focus their efforts.

Monitor Assigned Work:

Supervisor can monitor work that's being worked on.

Using specific channel functionalities,they can even listen in on phone calls,

or see what agents are typing in the Chat even before they've sent it.

Different Git Commands

 𝟭. 𝗴𝗶𝘁 𝗱𝗶𝗳𝗳: Show file differences not yet staged.

𝟮. 𝗴𝗶𝘁 𝗰𝗼𝗺𝗺𝗶𝘁 -𝗮 -𝗺 "𝗰𝗼𝗺𝗺𝗶𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲": Commit all tracked changes with a message.

𝟯. 𝗴𝗶𝘁 𝘀𝘁𝗮𝘁𝘂𝘀: Show the state of your working directory.

𝟰. 𝗴𝗶𝘁 𝗮𝗱𝗱 𝗳𝗶𝗹𝗲_𝗽𝗮𝘁𝗵:Add file(s) to the staging area.

𝟱. 𝗴𝗶𝘁 𝗰𝗵𝗲𝗰𝗸𝗼𝘂𝘁 -𝗯 𝗯𝗿𝗮𝗻𝗰𝗵_𝗻𝗮𝗺𝗲: Create and switch to a new branch.

𝟲. 𝗴𝗶𝘁 𝗰𝗵𝗲𝗰𝗸𝗼𝘂𝘁 𝗯𝗿𝗮𝗻𝗰𝗵_𝗻𝗮𝗺𝗲: Switch to an existing branch.

𝟳. 𝗴𝗶𝘁 𝗰𝗼𝗺𝗺𝗶𝘁 --𝗮𝗺𝗲𝗻𝗱:Modify the last commit.

𝟴. 𝗴𝗶𝘁 𝗽𝘂𝘀𝗵 𝗼𝗿𝗶𝗴𝗶𝗻 𝗯𝗿𝗮𝗻𝗰𝗵_𝗻𝗮𝗺𝗲: Push a branch to a remote.

𝟵. 𝗴𝗶𝘁 𝗽𝘂𝗹𝗹: Fetch and merge remote changes.

𝟭𝟬. 𝗴𝗶𝘁 𝗿𝗲𝗯𝗮𝘀𝗲 -𝗶: Rebase interactively, rewrite commit history.

𝟭𝟭. 𝗴𝗶𝘁 𝗰𝗹𝗼𝗻𝗲: Create a local copy of a remote repo.

𝟭𝟮. 𝗴𝗶𝘁 𝗺𝗲𝗿𝗴𝗲: Merge branches together.

𝟭𝟯. 𝗴𝗶𝘁 𝗹𝗼𝗴 --𝘀𝘁𝗮𝘁: Show commit logs with stats.

𝟭𝟰. 𝗴𝗶𝘁 𝘀𝘁𝗮𝘀𝗵: Stash changes for later.

𝟭𝟱. 𝗴𝗶𝘁 𝘀𝘁𝗮𝘀𝗵 𝗽𝗼𝗽: Apply and remove stashed changes.

𝟭𝟲. 𝗴𝗶𝘁 𝘀𝗵𝗼𝘄 𝗰𝗼𝗺𝗺𝗶𝘁_𝗶𝗱: Show details about a commit.

𝟭𝟳. 𝗴𝗶𝘁 𝗿𝗲𝘀𝗲𝘁 𝗛𝗘𝗔𝗗~𝟭: Undo the last commit, preserving changes locally.

𝟭𝟴. 𝗴𝗶𝘁 𝗳𝗼𝗿𝗺𝗮𝘁-𝗽𝗮𝘁𝗰𝗵 -𝟭 𝗰𝗼𝗺𝗺𝗶𝘁_𝗶𝗱: Create a patch file for a specific commit.

𝟭𝟵. 𝗴𝗶𝘁 𝗮𝗽𝗽𝗹𝘆 𝗽𝗮𝘁𝗰𝗵_𝗳𝗶𝗹𝗲_𝗻𝗮𝗺𝗲: Apply changes from a patch file.

𝟮𝟬. 𝗴𝗶𝘁 𝗯𝗿𝗮𝗻𝗰𝗵 -𝗗 𝗯𝗿𝗮𝗻𝗰𝗵_𝗻𝗮𝗺𝗲: Delete a branch forcefully.

𝟮𝟭. 𝗴𝗶𝘁 𝗿𝗲𝘀𝗲𝘁: Undo commits by moving branch reference.

𝟮𝟮. 𝗴𝗶𝘁 𝗿𝗲𝘃𝗲𝗿𝘁: Undo commits by creating a new commit.

𝟮𝟯. 𝗴𝗶𝘁 𝗰𝗵𝗲𝗿𝗿𝘆-𝗽𝗶𝗰𝗸 𝗰𝗼𝗺𝗺𝗶𝘁_𝗶𝗱: Apply changes from a specific commit.

𝟮𝟰. 𝗴𝗶𝘁 𝗯𝗿𝗮𝗻𝗰𝗵: Lists branches.

𝟮𝟱. 𝗴𝗶𝘁 𝗿𝗲𝘀𝗲𝘁 --𝗵𝗮𝗿𝗱: Resets everything to a previous commit, erasing all uncommitted changes.

Different ways to validate and view data in Data cloud

 Data Explorer

Query Editor

Query API

Profile Explorer

Data Explorer :

The Data Explorer can only query a single data lake object or 

data model object and can only query up to 10 fields.

The Data Explorer can also only return up to 100 records.

Query Editor :

To get started with Query Editor you will first need to create a workspace. This workspace is a shared workspace that others can both view and use.

Query Editor can query across multiple data lake objects and data model objects and can return more fields and thousands of records.

You can also use SQL joins like inner joins and outer joins.

Note :

The timeout limit is five minutes so you will need to use some where clauses and limit clauses to filter down your records to make sure that your queries do not timeout.

Query Workspaces is a collaborative tool that allows you to query Data Model Objects, Data Lake Objects, Calculated Insights Objects, and Data Graphs.

GraphQL

 Query language specification & runtime for APIs.

Single endpoint for all resources to be aggregated.

Efficient because only necessary data is requested.

TYPES :

Query : Entry point for read operations

Mutation : Entry point for create,update and delete.

EDGES :

Handles lists or relationships between nodes.

Links multiple nodes with info about the relationship.

NODES :

Individual data object or entity in schema.

Often encapsulate specific fields of the data.

ex :

query accounts {

  uiapi {

    query {

   Account {

     edges {

    node {

   Id

   Name {

      value

   }

}

} 

   }

}

  

  }

}

JSON in Salesforce

 1.JSONGenerator :

Use this for manual control over JSON creation.

Perfect for building custom or dynamic JSON structures.

1.Need complete control over JSON Structure.

2.Add custom fields,logic or error handling.

2.JSON.serialize()

Quickly convert known objects or collections to JSON.

 e.g. Sending records to external system.

 

3.JSON.deserialize()

Automatically map JSON into salesforce objects.

 e.g. receiving data from APIs

4.JSON.deserializeUntyped()

Handle dynamic or unknown JSON structures by converting them into Apex Maps and Lists.

1.Unknown or dynamic JSON schemas.

2.JSON with extra or nested fields not directly tied to Salesforce objects.

5.JSONParser

Handle dynamic or unknown JSON structures by converting them into Apex Maps and Lists.

1.Need granular control over JSON parsing.

2.Working with complex or deeply nested JSON.

JSONGenerator                       : Custom JSON creation with full control

JSON.serialize()                      : Converting objects into JSON quickly, when structure matches the      object.

JSON.deserialize()                  : Converting JSON to salesforce objects easily

JSON.deserializeUntyped()     : Dynamic JSON structures with unknown fields or nested data

JSONParser                              : Fine-grained control for parsing JSON token by token.