Posts

How to set up Multi-Factor Authentication for Salesforce

Image
  Salesforce MFA Requirement In order to implement stronger security measures, Salesforce has announced a requirement for all customers to enable Multi Factor Authentication or MFA by 1st Feb 2022. As per Salesforce, MFA is one of the easiest, most effective tools for enhancing login security, and safeguarding your business and data against security threats. MFA adds another layer of security to your login process by requiring users to enter two or more pieces of evidence — or factors — to prove they are who they say they are. One factor is what the user knows, such as their username and password combination. Additonal factors are verification methods that the user has in their possession, such as an authenticator app that generated a One Time PIN (OTP). In this blog and attached video, I will take you through details of the MFA requirement and the steps to enable MFA for your org using Time based One Time Passwords. Key Points Beginning February 1, 2022, all Salesforce customers are c
Post a Comment
Read more

Salesforce Trailhead - Lightning Experience Reports & Dashboards Specialist - Build Sales Reports

This blog describes the experience of the Superbadge with some details of problems faced. As per rules, no solution steps can be discussed on this blog and its comments. Challenge 3 - Sales Reports A stumble at the start of the trail itself. The setup and cleanup is pretty simple to complete. Let me know if you get stuck on those steps. It is the sales report that caught me out - Accounts without SolarBot Opportunities.  First of all, check if your Accounts list contains this "Sample Account for Entitlements". That needs to be deleted. This help article from Salesforce will show you the steps -  How to Delete the "Sample Account for Entitlements" Account (salesforce.com) Even after following all the correct steps for this report, if it keeps getting stuck on the error -  Error message:  The 'Accounts Without SolarBot Opportunities' report doesn't include the correct collection of accounts. If you are confident you have the correct list of accounts appear
Post a Comment
Read more

Remove special characters from CSV file using Notepad++

You will typically face issues when trying to upload CSV files into your applications. The application will start crying because there are some special characters in CSV file that are not visible to the naked eye. Here are the steps to remove special characters from CSV files using Notepad++ 1. Open CSV file in Notepad++ 2. Ctrl H will bring up the Search & Replace dialog 3. At the bottom of the dialog, choose 'Regular expression' instead of 'Normal' search mode 4. In Find What use this regex -  [^0-9+&()_²A-Za-z,\n /.-] 5. In Replace With, put a space or any character you want to see in the file Test out your particular scenario by doing a few 'Find Next' to ensure any valid characters are not replaced.  If you want to exclude more characters you find in your file, add them to the regex above. If you do not want to exclude certain characters from your file, remove them from the regex I have provided above. i.e. maybe you do not want '&' to a
Post a Comment
Read more

Salesforce Trailhead - Billing Specialist - Momma Bear

Finally meeting the Momma Bear - Challenge # 15 - It has been known to hold trailblazers in a bear hug for months on end, breaking bones and crushing spirits. If you get stuck, you will likely have to delete your orders. This will take some doing. Disable triggers in the managed package. Deactivate your process created in earlier steps. Take the quote back to Draft, remove Ordered, Contracted tick on the respective checkboxes. Remove the quote number from the order. Delete Quote Lines from the quote and you should have a virgin Q-00015 available. To avoid getting into this bear trap, examine your order very carefully before activating it. Make sure the error in the Tax Calculation is addressed. Legal Entity has to be added manually so as to get rid of the error in tax. I am sure you would need to delete the order and quote lines multiple times. To delete the order, remove the Quote reference in the order, remove provisioning date, contracted checkbox to be unchecked and any cont
33 comments
Read more

Salesforce Trailhead - Billing Specialist - More Baby Bears

Challenge # 5 -  Tax Calculation Settings Spent some time meddling with the settings and then ended up deleting everything and starting from scratch. Done in 2 minutes! This Super Badge is all about reading it and planning it before doing it. The tax configuration bit is simple. Do not overthink it. First, get the Tax Rate in. What matters here is the tax code. The tax rule is already there so do not go creating a new one. You need to only modify it as per the requirements. Add the Tax Treatment, making sure again of the Code. That's all there is to it! Challenge # 7 -  Product Provisioning Methods Why are things getting simpler? I am scared after finding so many baby bears, I am sure momma bear is going to tear me apart.  Funny thing is, I am convinced there is something wrong in the way this DE got installed. I am facing some weird errors and still working only in Classic. But let us not worry about that. Now, this may be because I am a noob at S
Post a Comment
Read more

Salesforce trailhead - Billing Specialist - Rental Baby Bear

Challenge 3 is a baby bear. Quite cute and cuddly, but you need to be aware mamma bear can be lurking around. You need to know your way around handling bears like this, else it can be very painful. Don't create the new product. It is better to clone the Solar Panel for sale and convert it into a rental product. As always, be careful with the exact string used for the names and codes. You should know how to set up Subscriptions and Billing Configuration for recurring billing. This article is helpful -  https://help.salesforce.com/articleView?id=cpq_subscription_products.htm&type=5 . Setting up the Price book to reflect the requirement is the final step and you are done with this challenge. This challenge definitely needs you to know the basic concepts of Salesforce Billing. It was a good practice for me.
2 comments
Read more

Salesforce Trailhead - Billing Specialist - Grey Bear

Challenge 2 - Grey Bears - Why is the UOM greyed out in Consumption Schedule? And the Matching Attribute is still in the clutches of Invisible Bear! You have to define the picklist values for UOM field in Setup. Under Consumption Schedules -> Fields -> Unit of Measure, click Edit and add New UOM picklist values. The picklist values have to be set up under Global Value Set also. This seems to be a key instruction and will not allow you to move ahead without completing it -  Please update the Consumption Schedule object page layout assignment to Billing Consumption Schedule Layout to configure all necessary fields. Finally able to locate the consumption schedule under App Launcher. It is not on any tab, but stands individually. The rules on the Consumption Schedule need to match the rules on the Product. Check the billing rule, tax rule and revenue recognition rule.
Post a Comment
Read more