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Saturday 14 September 2019

Recycle Bin in Lightning Experience

In Winter '20 Salesforce release, Salesforce has introduced the accessibility of Recycle Bin in Lightning Experience. No longer have to switch to Salesforce Classic to access the Recycle Bin. We can now view, restore, and permanently delete the items in the personal or Org Recycle Bin.

How to access:
Access the Recycle Bin by selecting it in the App Launcher under All Items or personalizing your navigation bar. Or add the Recycle Bin tab for your org in the Lightning App Builder. 

The Recycle Bin in Lightning Experience works the same as it does in Salesforce Classic, except for a few differences. In Lightning Experience:

The org’s Recycle Bin is called Org Recycle Bin (1). The Salesforce Classic name is All Recycle Bin. 

Restore records by clicking Restore (2) instead of Undelete in Salesforce Classic. 

Permanently delete records by selecting them and clicking Delete (3) versus Undelete or Empty in Salesforce Classic. 

You can’t restore reports and dashboards. Switch to Salesforce Classic to access them in the Recycle Bin.














Tuesday 10 September 2019

Subscribe to Lightning Reports and Dashboards by Public Groups or Roles

In Spring '19 Salesforce extended the Report & Dashboard subscription beyond the user. Now, subscriptions can be done by Public Groups or Roles as well. This feature will help your recipient list stays current even when group membership or roles change.

A group subscription keeps your subscriber list current even when people join or leave the group. A role-based subscription keeps your subscriber list current even when people change roles.

In order to take the use of this feature, you must have the following user permissions enabled for your user:
  • To subscribe others to a dashboard, you need the Subscribe to Dashboards: Send to Groups and Roles permission
  • To subscribe others to a report, you need the Subscribe to Reports: Send to Groups and Roles user permission
  • To specify who runs the report in a report subscription, you need the Subscribe to Reports: Set Running User user permission.
How to verify:
When you’re setting up a report or dashboard subscription, click Edit Recipients.

  1. For the Entity Type, select the recipient type. 
  2. Start typing to see matching entries of the selected entity type and make a selection. 
  3. Click Add to add your selection to the list of subscribers

















Note: Only those User, Roles & Groups will be available for subscription who has the folder sharing. So, before the subscription make sure folder sharing is correct.

Monday 2 September 2019

Control the Lightning Component visibility using Permission Set / Custom Permission

At Dreamforce'18, Salesforce had announced lightning pages. This adds even more custom pages by hiding and displaying fields/components based on the criteria. It means that you could potentially have a one-page layout with all the differences being controlled by component visibility criteria. No more tons of different page layouts by profile!

With Lightning Component Visibility, we can decide if the component will display on the page for the user based on some set of criteria. A common practice is based on the user’s profile or username.

The example we have here is pretty simple.

The custom lightning component should only to be visible to a particular set of users within the profile.


1. Create new Custom Permission if it does not exist. Setup -> Custom Permission -> New.




 2. Go to the Lightning record page, set component visibility -> Filters. Choose Permissions -> Custom Permission and search for custom permission which was created in step 1. 












3. Create a new permission set and assign the custom permission to it.
4. Final Step, Assign the Permission set to the users.

Result: