The sandbox can automatically run an Apex file when the refresh is done. You can use this Apex to create data records, run batch jobs, or anything Apex supports. You can create a batch script to invoke the Salesforce CLI to update the metadata, like Named Credentials, Custom Settings, Custom Metadata Types, in the sandbox environment.
Full Answer
What are Salesforce communities and how to use them?
Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities according to our requirement. Communities was released in summer’ 13 release.
What is refreshing in Salesforce sandbox refresh?
Refreshing actions are the ones to take between the sandbox refresh button clicking and the sandbox is ready. This phase is easily forgotten, but important in Salesforce Sandbox Refresh Best Practices. Depending on the size and complexity of the Salesforce production org, full copy sandbox refresh takes from several days up to 1+ week to finish.
What is Salesforce doing about the spring4shell security issues?
Salesforce is aware of the security issues referred to as “Spring4Shell”, including CVE-2022-22963 and CVE 2022-22965, and is currently investigating. For more information, see Trust. After you refresh a sandbox for Field Service, you must verify that sandbox remote sites are active.
How to add members to your Salesforce community?
To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community. See the below screen for reference.
How do I refresh a community page in Salesforce?
To refresh a view, run $A. get('e. force:refreshView'). fire(); , which reloads data for standard components.
What happens after sandbox refresh Salesforce?
Refreshing a sandbox updates its metadata from the source org. If the sandbox is a clone or if it uses a sandbox template, the refresh process updates the org's data and its metadata.
How do I automatically refresh dashboard in Salesforce?
For email applications that don't support HTML, the email includes text and a link to the dashboard.On the Dashboards tab, select a dashboard using the View Dashboard field.Click Refresh and choose Schedule Refresh. ... Select notification settings. ... Schedule the refresh. ... Click Save.
Do Salesforce reports refresh automatically?
Required Editions and User Permissions Click Update Preview Automatically. The switch switches on or off. When on, the report preview updates automatically after each edit you make to the report.
Can we automate sandbox refresh in Salesforce?
Currently there is no automate process for sandbox refresh.
What happens to users after sandbox refresh?
Understanding sandbox refresh After the refresh is completed, all data and configuration that existed on the sandbox environment are deleted and replaced with the data and configuration from your production environment.
How do I schedule a dynamic dashboard in Salesforce?
You can't schedule refreshes for dynamic dashboards. They must be refreshed manually....Create A dashboard and add these reports to the dashboard.Go to Dashboard Tab click on New dashboard.Name the dashboard.Once the canvas is open click on add component.
How often can you refresh dashboard in Salesforce?
Salesforce limits the number of times each user can refresh a dashboard to one time per minute. This limit ensures that Salesforce doesn't enqueue the same report runs repeatedly, which also lets other important processes run, like updating cases or creating accounts.
How do I schedule a report to refresh in Salesforce?
On the Reports tab, click a report name.Click Schedule Future Runs from the Run Report dropdown menu. ... On the Schedule Report page, specify a running user who has access to the folder where the report is stored. ... Select an email setting. ... Set the frequency, duration, and time for running the report:More items...
Can you automate reports in Salesforce?
You can set up a report to run itself daily, weekly, or monthly and send the results automatically to the people who need them. That way, you don't have to remember to log in and do it yourself.
What is a Salesforce dynamic dashboard?
A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
Can we schedule dashboard in Salesforce?
You can subscribe to dashboards yourself and also add other users, groups, and roles. Schedule dashboards to refresh them on a schedule that you set (daily, weekly, or monthly), and receive refreshed dashboards results by email.
How to enable community in Salesforce?
To enable community in Salesforce go tosetup -> Build -> Customize -> Communities and click onsettings. and check enable communitiescheck box and enter your domain name andsave it. Note:You cannot change your domain name once you save it. This domain name will be used in all of your communities.
What is Salesforce community?
Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities according to our requirement. Communities was released in summer’ 13 release. You can collaborate and communicate with people outside of your company who are key to business.
What is Salesforce Sandbox?
Salesforce sandbox is the test environment for your Salesforce Production organization (or org for short). You can create different types of sandboxes, or different copies of the same type to fulfill different purposes, such as development, integration test, training, or User Acceptance Test (UAT).
What are pre actions in sandbox?
Pre-actions, which take place before the refresh button clicks. Refreshing actions, which take place between the refresh button clicks and the sandbox is ready. Post-actions, which take place after the refresh is completed. sandbox refresh actions.
Is Salesforce a sandbox refresh?
As you see, the Salesforce full sandbox refresh is a time and energy taking task. Moreover, there is no single Salesforce sandbox refresh checklist fitting all. A lot of planning, exploration, communication, and collaboration are required. But if you treat it carefully you gain invaluable benefits, such as:
Do you need to update sandbox after refresh?
Document all sandbox configurations that need to be updated after the refresh. Once the refresh is completed, all current sandbox configurations are lost. So it is important to compile them into a document so we can revert after the refresh is done.
Is Developer Pro the same as Developer Sandbox?
Developer pro sandbox includes the same metadata as the developer sandbox. However, developer pro sandbox has a larger space, 1GB limitation. So it is suitable for development requiring interaction with user data, or integration tests.
Community Templates
Customer Service ( Napili ): A powerful, responsive self-service template that lets users post questions to the community, search for and view articles, and contact support agents by creating cases. Supports Knowledge, Cases, and Questions & Answers.
Community Builder
After creating the lightning community, click on the ‘Manage’ link present against the community name to open the community builder. You can customize lightning communities in Community Builder in the following ways: