How to revert or rollback Salesforce Mobile and Lightning Experience Actions? 1. Open the Page Layout. 2. Hover or mouse over "Salesforce Mobile and Lightning Experience Actions" and click the undo icon.
Full Answer
What is activity capture in Salesforce?
Einstein Activity Capture performs two main functions. First, it captures email and events from a rep’s Microsoft or Google account and adds them to the activity timeline of related Salesforce records. Reps no longer need to log activities manually in Salesforce.
How do I integrate Salesforce Einstein activity capture with Outlook?
When you use Einstein Activity Capture, email and event capture automatically adds Outlook emails and events to the activity timeline of related Salesforce records. Give your sales reps instructions to set up the integration in Microsoft Outlook.
How are events added to the Salesforce activity timeline?
Events that Einstein Activity Capture users are included in are automatically added to the activity timeline of related Salesforce records. Events are also synced between Salesforce and users’ connected Microsoft or Google accounts. Events appear on the My Events calendar in Salesforce.
Can I report email activity in Salesforce?
Because email data is stored only in AWS and isn’t used to create Salesforce records, it isn’t available in standard reporting. However, you can use the Activities dashboard and Activity Metrics fields to get a full picture of your activity data.
How do I roll back changes in Salesforce?
0:011:21How to roll back a Salesforce deployment with Gearset - YouTubeYouTubeStart of suggested clipEnd of suggested clipYourself after selecting the objects to roll back click next to be taken to the pre-deployment.MoreYourself after selecting the objects to roll back click next to be taken to the pre-deployment. Summary. As you can see the ui is identical to deployment click deploy now to complete the rollback.
How do I undo an action in Salesforce?
Undo a Record Delete in Lightning ExperienceOpen an Opportunity Record in Lightning Experience. Click the Delete button. ... Click Delete.Users will be prompted with a Popup that the Opportunity was deleted with an "Undo" Link to revert the deletion.
What is Salesforce roll back?
Metadata Deployments. Snapshot provides powerful tools for restoring a Salesforce Org to any previous state. You will need to be sure that your Org has a Time Series of metadata backups.
Is there an undo button in Salesforce?
You can also use the keyboard shortcuts Ctrl+Z (Windows) and Cmd+Z (MacOS) for undo, and Ctrl+Y (Windows) and Cmd+Y (MacOS) for redo.
How do I undelete a record in Salesforce?
To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account)
What is savepoint and rollback in Salesforce?
Each savepoint you set counts against the governor limit for DML statements. Static variables are not reverted during a rollback. If you try to run the trigger again, the static variables retain the values from the first run. Each rollback counts against the governor limit for DML statements.
How do I undeployed from deployed items in Salesforce?
ProcedureIn the Deploy menu, select Deployments. The Deployments page is displayed.On the Deployments page, locate the packaged component that you want to undeploy.In the Actions. ... Click Undeploy to undeploy the package, or Cancel to return to the Deployments screen without making changes.
What is Apex sharing in Salesforce?
Apex managed sharing enables developers to programmatically manipulate sharing to support their application's behavior through Apex or the SOAP API. This type of sharing is similar to Force.com managed sharing. Only users with “Modify All Data” permission can add or change Apex managed sharing on a record.
The data trifecta
To keep data between Salesforce and your email and calendar applications up to date, Einstein Activity Capture focuses on three types of data.
The more you know
As with any Salesforce product, you want to do some homework and planning before jumping in. The same is true of Einstein Activity Capture. You probably already have some basic questions about availability, requirements, and security. We organized all of this info for you in the Einstein Activity Capture Basics section in Salesforce Help.
Tips for a successful rollout
When rolling out new features for your company, surprises are never welcome. When rolling out Einstein Activity Capture, here’s how to make sure nothing sneaks up on you.
Logging Apex exceptions through Event Bus while still rolling back the entire transaction?
I'm working on implementing a robust error logging framework for our org using Platform Events to ensure that we always capture errors in our code even if the transaction is rolled back. If I use ...
Rollback all data created in the apex batch
I have implemented the batch which is executed from apex controller. Now, if one job of the batch fails (due to some exception), I need to rollback the changes not only for that job but for all the ...
How can we use deprecated apex class again in the managed package?
Is there any way by which we can use the deprecated apex class again in the managed package?
SavePoint and Rollback usage consideration
I came through this Trailhead module to better understand Service Layers with some fflib examples. Unfortunately I am struggling to understand this part: The following example uses a SavePoint to ...
How to rollback DML after catching exception in unit test
I have a custom business logic that will block certain profiles from editing/creating/deleting an account. Because of other requirements, mainly around Record Types, I can't use profiles and ...
Does Database.rollback on a savepoint release Select for Update locks
I'm trying to understand Salesforce's locking mechanism. I ran a test which does the following: Calls Database.setSavepoint (). Issues a Select for Update query. Calls Database.rollback (savepoint). ...
When method called 2 times: Uncommitted work pending. please commit or rollback before calling out
I have a method: public static CreateUpdateAPI (Account acc) { //do WS callout //perform DML } When i call it from Anonymous console with one Account it runs properly. But when i call the ...
Does Salesforce have Loft It?
Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce. This means that each time you send an email (or Loft It ), log a phone call with the Dialer, complete an Other step, or even take a note, that completed activity will be recorded within the Salesforce record’s activity history.
Can you log notes in Salesforce?
SalesLoft allows you to log single notes on a Person record. Any time a note is taken, it will be logged in Salesforce under the activity history on that Salesforce object. When logs are made to a Salesforce Contact, the log will also roll up the the Salesforce Account.
Learning Objectives
Use the Einstein Setup Assistant to enable Sales Cloud Einstein features.
Turn on the Features
It can seem obvious, but if you’ve ever taken the time to set an alarm clock and then failed to turn on the alarm, you’ll appreciate a friendly reminder about “flipping the on switch” for each feature.
Additional Customizations
Next, make sure Einstein scores, insights, and other intelligence show up where you want them. Einstein fields and components are automatically added to the applicable default page layouts and list views.
Testing, 1, 2, 3
Making big changes to your Salesforce org can be nerve-racking. That’s why we encourage you to play around in a sandbox first. Sandboxes create copies of your Salesforce org in a separate environment. Use sandboxes for development, testing, and training, without compromising the data and applications in your production org.
Assign Sales Cloud Einstein to Users
Now that Eleanor has set up and tested the features, she’s ready to assign licenses. Remember, she’s rolling this out slowly, starting with a small group that includes inside sales reps, field sales reps, and a few sales managers.
Get Your Teams Onboard
Eleanor knows that the most important thing about any deployment is user adoption. Yes, it’s important that those valuable Sales Cloud Einstein licenses don’t go to waste, but it’s just as important—maybe more important—that users get the most out of the features.
Stay Productive with Salesforce Inbox and Einstein Activity Capture
One of the biggest impacts of AI on sales teams is increased productivity. We know that sales teams spend too much time on administrative tasks when they should be focused on selling. Sales Cloud Einstein helps sales teams reduce busywork and focus on the big picture.
Review System Requirements
Setting up the integration with Microsoft® Outlook® and Einstein Activity Capture isn’t difficult, but it does require some time. And if you don’t administer Microsoft Exchange, you can get that admin to work with you.
Want to Get Hands-on with the Outlook Integration and Einstein Activity Capture?
In this module, we assume you're a Salesforce administrator with the proper permissions to set up the Outlook integration and Einstein Activity Capture. If you’re not a Salesforce administrator, that’s OK. Read along to learn how your administrator would take the steps in a production org.
Customize the Outlook Integration Pane
After Maria finishes the basics for setting up the integration with Outlook, she customizes features to give her reps the best selling experience. Here’s how.
Sync Contacts and Events with Einstein Activity Capture
Maria’s email integration puzzle is almost done. The final piece is to make sure reps can find the same, up-to-date information whether they’re working in Salesforce or Outlook. That’s where Einstein Activity Capture comes in.
