Customize the Help Menu

  1. If you’re not already in Setup, click Setup and select Setup.
  2. In Quick Find, enter help, and then select Help Menu.
  3. In the Section Title Label field, enter Label. Salesforce recommends naming the section so users understand that the resources are custom help for your org or company. Labels appear as you’ve entered them; they are not translated.
  4. Add a custom resource:
    1. In the Label field, enter Label.
    2. In the URL field, enter URL. You can add up to 15 resources. Items are listed in the Help Menu in the order that they appear on the setup page.
  5. Save your changes.
  6. Turn on Customize the Help Menu.

Reference:https://help.salesforce.com/articleView?id=customhelp_lexhelpmenu.htm&language=en_US

Notification Builder

Send customized notifications when important events occur. For example, alert an account owner if a new support case is logged while trying to close a deal. Or, send a notification for a unique workflow built entirely with custom objects. Previously, you could send only standard notifications for use cases predefined by Salesforce. Notification Builder puts you in control of who needs to know what and when. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions and all versions of the Salesforce app

Notify users by adding the Send Custom Notification action to a process in Process Builder.

 

Reference : https://trailhead.salesforce.com/content/learn/modules/platform-app-builder-maintenance-summer19/learn-whats-new-for-app-builders-in-summer19

Company Information in Salesforce

Your company settings are the collection of information about your organization. This collection is mostly captured when you purchase a Salesforce product, but you can update the settings if your company moves operations or expands globally. It’s essentially a snapshot of your company’s identity.

Use the Company Information page in Setup to track what’s important about your company’s organization in Salesforce. You can also manage your licenses and entitlements.

Screenshot 2019-10-24 at 11.40.08

Engagement History in Pardot

Track prospect engagement in Salesforce to see how your leads and contacts engage with your marketing assets, and view other prospect activities from Salesforce.

You can access and interact with data as follows.

* Create custom report types that include campaigns and associated marketing assets.
* Add the Engagement Metric Lightning component on connected campaign page layouts.
* Add Engagement Metric fields and related lists on connected campaign page layouts.
* View basic engagement metrics from campaign list views.
* Embed a chart from a campaign report on connected campaign page layouts.
* Add the Engagement History Lightning component to lead and contact page layouts to view a prospect’s Pardot activities.

Reference : https://trailhead.salesforce.com/en/content/learn/modules/pardot-specialist-maintenance-spring19/maintain-your-pardot-specialist-cert-spring19?trail_id=maintain-your-salesforce-certifications

Pardot in Multiple Languages

The Pardot user interface is now translated into French, German, and Spanish (EU). Users can easily change their locale and language settings by editing their profile in Pardot. Pardot admins change the default language and locale from the account settings page in Pardot. In accounts with Salesforce User Sync enabled, matching language settings for users are inherited from Salesforce.

Reference:https://trailhead.salesforce.com/en/content/learn/modules/pardot-specialist-maintenance-spring19/maintain-your-pardot-specialist-cert-spring19?trail_id=maintain-your-salesforce-certifications

Tool Suite for Aura Components Development

Browser: Google Chrome
Many web app developers use Google Chrome because of its excellent developer tools. If that describes you, you’re done. Next item.

Browser Debugger: Chrome DevTools

If you’re not already confident using Chrome DevTools, we highly, highly recommend the outstanding docs available. Start with Getting Started, and then move to the training, beginning with DevTools Overview. Every minute you spend learning to use DevTools is 10 minutes you’ll save later. (The payoff is more like 50-to-1, but we’ll be conservative.)

DevTools Extension: Salesforce Lightning Inspector

Developing for Aura components without the Salesforce Lightning Inspector is like starting a fire by rubbing sticks together. You can do it, but it’s exercise, and who wants that?

What’s special about the Lightning Inspector? With this plug-in for DevTools, you can navigate the component tree, inspect component attributes, and profile component performance. You can observe and inspect calls to server-side actions and their responses. And it helps you understand the sequence of event firing and handling. (We explain all these terms in the next module on this trail, Aura Components Core Concepts.)

Editor: Visual Studio (VS) Code with Salesforce Extension Pack
Salesforce offers two editors with dedicated tooling for Aura components. While Developer Console is fine for quick edits and small scale learning projects, including this module, it’s not the best tool for developing real components and apps.

The best tool is VS Code. Once you’ve installed VS Code, add Salesforce CLI and the Salesforce Extensions for VS Code, which adds dedicated navigation, syntax highlighting, and other Aura components-specific features to VS Code. The combination gives you a world-class development environment for Aura components work.

Reference: https://trailhead.salesforce.com/content/learn/modules/lex_dev_lc_vf_fundamentals

How to enable quotes in Salesforce?

  1. From Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).
  2. Select the option for enabling quotes.
  3. To display the Quotes related list on the standard Object page layout, select Object Layout.