DEV Community

Cover image for Custom Email Tracking, Zip Archives in Flow, Secure Screen Flows for External Users
SFDC News
SFDC News

Posted on

Custom Email Tracking, Zip Archives in Flow, Secure Screen Flows for External Users

This is a weekly newsletter of interesting Salesforce content

See the most interesting #Salesforce content of the last days 👇

Custom Email Tracking and Logging in Salesforce
In Salesforce, tracking email engagement is crucial for improving customer service and sales. While there are built-in features, they lack the capability to track link clicks and emails from Cases. This article presents a custom solution using Apex and Flow to enhance the monitoring of email opens and clicks, ultimately boosting communication effectiveness.

Create Document Zip Archives in Salesforce Flow
Managing files involves three key elements: Files, Attachments, and Documents. Files support cloud-based storage and sharing, Attachments link directly to specific records, while Documents serve as a legacy storage option in Salesforce Classic without tracking or sharing capabilities. The introduction of the Compression Namespace in Spring 24 allows for creating zip archives via an Apex class, providing a cost-effective solution for file storage, especially for nonprofits and small businesses.

Building Secure Screen Flows For External User Access
Screen Flows are crucial for building interactive forms in Salesforce, enabling data collection and display. However, security must be a top priority to avoid exposing sensitive information, especially for external users on Experience Cloud sites. Following the Well-Architected Framework, it's essential not to mix system and user data operations in the same transaction and to consistently evaluate your organization's security settings, such as profiles and field-level security.

Using Flow to Show Confetti on Record Pages
Celebrate user achievements in Salesforce with the new Celebration feature, allowing on-screen confetti when records are updated using Path. While this feature is exclusive to Paths, a custom confetti screen component can be utilized in screen flows. However, it's important to note that it cannot be used for regular field updates. This post introduces LWC that enables confetti displays on record pages via record-triggered flows, enhancing user engagement.

Data Cloud Fundamentals: A Guided Tour
Discover the essentials of Data Cloud through a detailed blog post and engaging video series. This resource simplifies data architecture for developers by presenting a clear use case involving the fictional Coral Cloud Resort. Learn how they harness Data Cloud to unify data, gain guest insights, and enhance decision-making. By the end of this guided journey, you’ll have the tools to effectively navigate Data Cloud and create meaningful experiences for employees, partners, and customers.

Check these and other manually selected links at https://news.skaruz.com

Click a Like button if you find it useful.
Thanks.

Top comments (0)