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Showing posts from June, 2025

Salesforce Architect Certification Maintenance (Winter '25)

  Update Records Using ISO State and Country Codes Standardize and simplify updating address records with two new fields that store the ISO code for country or territory and state or province. Improve data quality and accuracy using this new support for ISO codes, and reduce the risk of errors and inconsistencies that can occur when using names. Previously, the Address component stored only the name associated with the user’s selection. With this new support for ISO codes, you can update the country or territory and state or province fields on records with ISO codes instead of names. This feature can be used for new or existing screen flows. Here are the steps to create a new flow. In Setup, on the State and Country/Territory Picklists page, ensure that Enable Picklists for Address Fields is enabled. In Flow Builder, create a screen flow. Add a Screen element to the flow. Include an Address component in the Screen element. Optionally, specify a default value in the Country Code and...

Maintain Your CRM Analytics & Einstein Disc. Cons. Certification for Spring ’25

  Give Users Read-Only Access to Recipes Improve data transparency for your team while maintaining control over data processes. By granting users read-only access to recipes, you allow users to view the details of recipes and understand dataset content without the risk of accidental modifications. Assign colleagues the permission: Recipes View Only. With this permission, when users visit Data Manager, they see only the Recipes option. They can open recipes and view their content but can’t edit, run, or delete them. From Setup, in the Quick Find box, search for and select  Permission Sets . Select or create a permission set. Click  System Permissions , and select  Recipes View Only . When users visit Data Manager and click a recipe name, they can view the recipe’s details in the recipe editor. Use Version Control When Saving Dashboard Component Changes Enhance your ability to manage and track changes in dashboard components by implementing version control. Users can n...

Maintain Your Administrator Certification for Spring ’25

  Manage Included Permission Sets in Permission Set Groups via Summaries Update user access more efficiently by specifying which permission set groups include a permission set directly from the permission set’s summary. Previously, to manage included permission sets, you were required to navigate to each permission set group’s page. From Setup, in the Quick Find box, enter  Permission Sets , and select Permission Sets. Select a permission set, and then click  View Summary . In the Related Permission Set Groups tab, click  Add  or  Remove . This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions. Sort List Views by Multiple Columns To see your data in a more intuitive way and make your list views more actionable, you can now sort list views on object home pages by up to five columns. Select the c...

Data Cloud Consultant Certification Maintenance (Winter '25)

  Learn What’s New in Data Cloud Setup and Administration for Winter ’25 Do More with New Data Types in Data Cloud To enhance flexibility, you can now use the email, URL, phone, percent, and Boolean data types in Data Cloud. These data types expand data compatibility and interoperability with external systems that interface with Data Cloud. Data Type Description Email Stores email addresses. The email data type is modeled on the text data type. You can use any valid text value for ingestion into an email data type field. Data Cloud doesn’t validate the format. URL Stores URL values. Data Cloud doesn’t parse or interpret the ingested URL value. It also doesn’t validate the value for correctness. Data Cloud doesn’t store any metadata related to the URL. Phone Stores phone numbers. Data Cloud doesn’t validate the format of the phone number. The phone data type is modeled on the text data type. Any valid text value is accepted for ingestion into a phone data type field. Percent Holds p...

Maintain Your Platform Developer I Certification for Winter ’25

  Make Invocable Actions Easier to Configure with New InvocableVariable Modifiers Simplify the configuration of invocable actions using new modifiers from Salesforce. Both the defaultValue and placeholderText modifiers will appear in Flow Builder for the Action elements that correspond to an invocable method. Here’s how to use them. defaultValue Modifier : Set a default value for an input parameter. When the action is used, the input parameter will have a predefined value unless changed by the user. placeholderText Modifier : Set custom placeholder text for an input parameter. Text can provide examples or additional guidance to help users understand what to enter in the input field. Accessing these modifiers in Flow Builder makes it easier to configure and use the actions within your flows. This change applies to Lightning Experience and Salesforce Classic in Performance, Unlimited, Developer, Enterprise, and Database.com editions.

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