Salesforce update

Salesforce update DEFAULT

Release Updates

Salesforce periodically releases updates that improve the performance, security, logic, and usability of your Salesforce org, but that can affect your existing customizations. When these updates become available, Salesforce shows them in the Release Updates node in Setup.

Required Editions

Release updates offer a more detailed view of information previously found in the Critical Updates console. The page also contains information previously found in the Security Alerts node.

The Release Updates page displaying several release updates.
  1. Use tabs to view release updates for a specific category.
    • Needs Action: Update hasn't reached the Complete Steps By date and steps aren’t done.
    • Due Soon: Complete Steps By date is approaching.
    • Overdue: Update is past the Complete Steps By date and steps aren’t done.
    • Archived: Update is completed.
    When you view updates in Due Soon, Overdue, or Archived, a banner appears at the top indicating the status of the update. For example, a completed update in Archived shows: You’ve completed all recommended steps, and includes enforcement information.
    A banner displaying the message "You've completed all recommended steps," with the enforcement information.
  2. Check the Complete Steps By date. The test run button is a toggle that you can enable and disable before this date (sandbox org test periods may end earlier). When you enable a test run, the update becomes immediately enabled in your org. The test run allows you to evaluate the impact of the update before the update is enforced.
  3. Use the Enforcement Scheduled or Enforced In information to check the release in which Salesforce enforces the update. In the Beta release, we indicated the enforcement information with Automatically enforced in. To find out where to get the major release upgrade date for your instance, hover over the tooltip.
  4. Get quick information about an update without leaving the home page by clicking View Details.
  5. Start or stop a test run, complete update steps, and view step update history by clicking Get Started.

When you act on an update, a series of detailed steps helps you to evaluate the impact on your org. You can adopt the update early or, depending on your org, use the recommended test run option.

  • Manage Release Updates
    Act on release updates to keep your Salesforce org functioning at its best. Release updates replace the Critical Updates console and include more detailed information about upcoming changes.
  • Security Alerts
    Release updates have replaced security alerts. Information about previously released security alerts can be found in the Release Updates node.
Sours: https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.release_updates.htm&language=en_US

Update Records in Salesforce

 

MuleSoft’s Salesforce Connector helps you to accelerate your Salesforce integrations across Sales Cloud, Service Cloud, Salesforce Platform, and Force.com. The connector gives you access to all Salesforce entities to enable automation of your business processes to help maximize your investments in services and solutions like enabling your sales teams, increasing revenue, and serving your customers better. This connector:

  • Provides a powerful solution to implement top Salesforce integration patterns.
  • Supports all create, read, upsert, and delete operations across Salesforce objects. Additionally it supports Salesforce’s bulk operations that are optimized for working with large sets of data.
  • Enables you to easily leverage custom fields and custom entities to solve integration needs to your custom Salesforce instance.

In this tutorial we have demonstrated how can we we update the records in salesforce either on Salesforce standard object or custom object

Prerequisites:

  • Installing salesforce connector (by login into anypoint exchange from studio you can install the salesforce connector)
  • Salesforce developer account
  • Security token
  • Consumer key and secret(If you are using the Salesforce connector to access an OAuth API, you also need a consumer key and secret)

As a use case we will Update an Account object in Salesforce using salesforce connector

Create project in anypoint studio

Drag and drop Salesforce Query Connector to get the details of the salesforce account

Configure the connection details for salesforce and use the Basic Username and Password connection(Username,Password,Securitytoken),you can also use other connections as well to do the configuration like Oauth UserName and Password etc

 

Set the account number

 

Get the Object details using Query connector

 

Create transform message to update the account( Pass the Id fields and other parameters to update the salesforce account)

 update the records in salesforce

 

Drag and drop the salesforce update connector

 update the records in salesforce

 

Deploy the application and test

 update the records in salesforce

 

Test2 account is updated in salesforce see the updated details below

  

Thank you for taking out time to read the above post. Hope you found it useful. In case of any questions, feel free to comment below. Also, if you are keen on knowing about a specific topic, happy to explore your recommendations as well.

 

For any latest updates or posts on our website, you can follow us on LinkedIn. Look forward to connecting with you there.



Sours: https://mulesy.com/update-object-in-salesforce/
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Release Updates

Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations.

Every time a release update is created, it gets scheduled to be enforced in a future release. We announce each update and its schedule here as soon as that schedule is known, but occasionally, updates are postponed or canceled. If that happens, we let you know in the section that describes that specific release update.

Often, release updates provide a Test Run option that lets you enable an update and examine any changes to your org, including changes to customizations, before that update’s Complete Steps By date.

To view release updates, from Setup, in the Quick Find box, enter , and select Release Updates.

Enforced with This Release

These updates are scheduled to be enforced this release.

Delete Your Original Territory Management Sharing Records (Release Update)
With this update, your original territory management sharing records are deleted to prevent issues in Enterprise Territory Management. This update was first made available in Summer ’21 and is enforced in Winter ’22.
Deploy a My Domain (Release Update)
To use the latest features and comply with browser requirements, all Salesforce orgs must have a My Domain. Deploy one, or we assign one for you based on your org ID. If you prefer to use a different My Domain name, you can change it. Because your My Domain affects all application URLs, we recommend that you test and deploy a My Domain before this update is enforced. This update was first made available in Winter ’21 and is enforced in Winter ’22.
Enforce OAuth Scope for Lightning Apps (Release Update)
This update enforces the scope of an OAuth token used to authenticate a Lightning app. Previously, the scope wasn’t enforced for Lightning apps. The scope of an OAuth token is defined in a connected app. This change prevents a Lightning app from using OAuth tokens with unintended permissions. This update was first made available in Summer ’21 and is enforced in Winter ’22.
Removal of Guest User Access to Recognition Badges in Experience Builder Sites (Release Update)
To make sure that recognition badges aren’t visible to guest users unintentionally, the default rules now allow only authenticated users to see them. But you can turn off the default setting if you prefer. This update was first made available in Winter ’22 and is enforced in Winter ’22.
Securely Access Aura Components (Release Update)
This update ensures that an external component with is accessible only to other components within its same namespace or to internal Salesforce components. This update was first made available in Summer ’21 and is enforced in Winter ’22.
Securely Call the Visualforce Remoting API (Release Update)
The Visualforce Remoting API uses JavaScript to call methods in Apex controllers directly from Visualforce pages. To ensure that the API is properly secured, calls now have stricter validation. This update was first made available in Spring ’21 and is enforced in Winter ’22.

Scheduled to Be Enforced in Spring ’22

These updates are scheduled to be enforced in Spring ’22. The list can include new, previously announced, and previously postponed release updates.

Analyze Screen Flow Usage (Release Update)
With this update, you can use reports to examine run-time details about your screen flows. Use these metrics to discover usage patterns and in turn to optimize your screen flows for users. This update is available for Salesforce orgs that don’t already capture run-time metrics for screen flows. This update was first made available in Spring ’21.
Assign New Access Permission Sets and Review New Permissions (Release Update)
Ensure that users have secure and appropriate levels of access to objects and fields. Assign the new Salesforce CPQ Admin User Access and Salesforce CPQ Partner User Access permission sets to your Salesforce CPQ admins and partner users. Review the new permissions added to the Salesforce CPQ Customer User Access permission set. Then use a CPQ package setting to test the permission sets before they’re enforced in Spring ’22.
Check for Null Record Variables or Null Values of Lookup Relationship Fields in Process and Flow Formulas (Release Update)
This update enables process and flow formulas to reference a record’s field when the field is accessed via a null lookup relationship field or null record variable. Now process and flow formulas can return null values when the calculations involve a null record variable or null lookup relationship field. This update was first made available in Spring ’19. This update was enabled in Salesforce orgs that received Summer ’20 before July 10, 2020. If this is true for your org and you disabled the update, you must enable it in Spring ’22. In Spring ’21, Salesforce enabled the test run option for this update because of a known issue with the scheduled enforcement. You can still disable the test run until the update is enforced in Spring ’22.
Create Sharing Rules to Retain and Control Guest Users’ Access to Products (Release Update)
To better protect your Salesforce data, this update changes how unauthenticated guest access to product records is controlled. To prevent guest users from losing access to products, create and test guest user sharing rules. The Product org-wide sharing default for external users is no longer applied to guest users, and guest user access is set to Private. This setting can’t be changed. This update was first made available in Winter ’22.
Enable ICU Locale Formats (Release Update)
To do business wherever you are, adopt the International Components for Unicode (ICU) formats for dates and times. ICU sets the international standard for locale formats. The ICU formats provide a consistent experience across the Salesforce platform and improve integration with ICU-compliant applications across the globe. The ICU formats replace Oracle’s Java 8 Development Kit (JDK) formats. This update was first made available in Winter ’20.
Enforce CORS Allowlist for Lightning Apps (Release Update)
The CORS allowlist in Setup isn’t currently enforced for Lightning apps on the server though it’s enforced on the browser. This update enforces the allowlist on the server so that disallowed requests are blocked earlier and not processed on the server. This update was first made available in Winter ’22.
Keep Working with Tab-Focused Dialogs (Release Update)
In Lightning console apps, dialogs no longer stop you from interacting with the rest of the UI. This release update limits the focus of dialogs triggered by a workspace tab or subtab to only the tab that triggered it. This update was first made available in Winter ’20.
Set Organization-Wide Sharing for Products (Release Update)
To better protect your Salesforce data, this update adds org-wide sharing settings for product records. As of Spring ’22, in new orgs only, the update will set the org-wide sharing default for products to Private for external users. Sharing rules and manual sharing aren’t supported. This update was first made available in Winter ’22.
Use a Default No-Reply Address as System Address for Case Email Notifications (Release Update)
Configure a default No-Reply address from the Organization-Wide Addresses page from setup. Add an email address in Special Purpose Organization-Wide Email Addresses, then follow the steps outlined in the verification email sent to the new default No-Reply address. After you verify your default No-Reply address, set up and start the Test Run in the Release Update. This update was first made available in Spring ’21.
Visualforce Expression Language Apex Method Access Modifier Enforcement (Release Update)
When accessing Apex methods defined by custom controllers, the Visualforce Expression Language doesn’t correctly validate the access modifiers of the method. Developers can sometimes access unauthorized data on managed and system classes. To improve security, this update validates the Apex method access modifier and throws an error if the Visualforce Expression Language can’t access it. This update was first made available in Winter ’22.

Scheduled to Be Enforced in Summer ’22

These updates are scheduled to be enforced in Summer ’22. The list can include new, previously announced, and previously postponed release updates.

Accurately Measure the CPU Time Consumption of Flows and Processes (Release Update)
This update lets Salesforce accurately measure, log, and limit the CPU time consumed by flows and processes. Because CPU time is now accurately counted, flows and processes fail after executing the element, criteria node, or action that pushes a transaction over the CPU limit. We recommend testing all complex flows and processes, which are more likely to exceed this limit. This update was first made available in Spring ’21.
Disable Ref ID and Transition to New Email Threading Behavior (Release Update)
We now match email headers to their corresponding cases. With the new threading behavior, new outbound emails don’t contain a Ref ID. This update was first made available in Winter ’21.
Disable Rules for Enforcing Explicit Access to Apex Classes (Release Update)
This update disables the requirement for a user running a flow to have explicit access to Apex classes invoked by that flow. This update was first made available in Summer ’20 and was scheduled to be enforced in Spring ’22, but we postponed the enforcement date to Summer ’22.
Enable Enhanced Domains (Release Update)
To comply with the latest browser and security standards, enable enhanced domains on your Salesforce org’s My Domain. With enhanced domains, your company-specific My Domain name is included in your URLs, including Salesforce Sites and Experience Cloud sites. Consistent domain formats improve the user experience and standardize URLs for use in custom code and API calls. Salesforce enhanced domains also comply with the latest browser requirements, allowing your users to access Salesforce using browsers that block third-party cookies. Because this update affects application URLs, including Experience Cloud sites, Salesforce Sites, and Visualforce pages, we recommend that you enable enhanced domains before it’s enforced in Summer ’22. This update was first made available in Summer ’21.
Make Paused Flow Interviews Resume in the Same Context with the Same User Access (Release Update)
With this update enabled, paused autolaunched flows always resume in the same context and with the same user access they had before they were paused. This update was first made available in Winter ’21 and was scheduled to be enforced in Winter ’22, but we postponed the enforcement date to Summer ’22.

Scheduled to Be Enforced in Winter ’23

These updates are scheduled to be enforced in Winter ’23. The list can include new, previously announced, and previously postponed release updates.

Prevent Consecutive API Navigation Calls in Visualforce Pages (Release Update)
In Visualforce pages, API navigation calls can be fired consecutively, which can lead to unwanted behavior. This release update prevents this API navigation call pattern, firing only the first navigation call. This update was first made available in Summer ’20 and scheduled to be enforced in Spring ’22, but we postponed the enforcement date to Winter ’23.

Scheduled to Be Enforced in Summer ’23

These updates are scheduled to be enforced in Summer ’23. The list can include new, previously announced, and previously postponed release updates.

Evaluate Criteria Based on Original Record Values in Process Builder (Release Update)
This update fixes a bug with the evaluation criteria in processes that have multiple criteria and a record update. This release update ensures that a process with multiple criteria and a record update evaluates the original value of the field that began the process with a value of null. This update was first made available in Summer ’19.

Canceled Updates

These updates were announced in a previous release but are now canceled. They were removed from the Release Updates node and won’t be enforced.

Enable Secure Static Resources for Lightning Components (Release Update)
This release update has been postponed indefinitely while we change the implementation to reduce customer impact. The release update won’t be enforced in its present form. Don’t enable it.
Sours: https://help.salesforce.com/apex/HTViewHelpDoc?id=release-notes.rn_ru.htm&language=en_US
Salesforce Spring ’21 Release - Our Top 10 Features

Creating a Salesforce Update Operation

This page described how to create a Salesforce Update operation using the Jitterbit Connect Salesforce Update Wizard.

The wizard follows these steps:

NOTE: When opening an existing project that uses a previous Salesforce API version, you will be prompted to upgrade to the latest supported Salesforce API version. (An upgrade to a higher version implicitly includes all the features and objects of prior versions.)

The version of Salesforce REST API that is available depends on the Harmony Agent and Design Studio version you are using. See Prerequisites and Supported API Versions for more information.

Start the Wizard

  • Click the  icon at the top of the screen to display the Jitterbit Connect dialog window:

  • To start the wizard, click the Salesforce Update button in the Jitterbit Connect Wizard menu, which opens the wizard.

Salesforce Login

  • If you have already created a Salesforce Org login, connection details will appear in the Query wizard. You may wish to click the Test Salesforce Login button to check the connection.

  • If you have not yet created a Salesforce login, or you need to use different credentials, select Create New… from the dropdown menu below Select or create a Salesforce Org.
  • Note that any changes you make in this page of the wizard will be automatically saved to the Salesforce Org shown on the page. See the Salesforce Org page for details.
  • On the Salesforce Login screen, click Next to move to the next screen. (If required, you can click the Back button to return to the previous screen in any of these screens.)

Select the Salesforce Object

  • On the Object screen you specify the Salesforce Object that the operation will use.
  • Simplify your view by typing the first few letters of an object's name in the Filter text entry box, or click the Objects to show dropdown menu and select from either Standard Common ObjectsAll Custom Objects, or All Objects.
  • Select the desired Salesforce Object. In this example, acc has been entered in the Filter box and Account selected.

  • Click Next to move to the Source screen.

Define the Source

Select Where Your Source Data Comes From

The source is the location of the data to be used by the operation.

  • If a File Source (Local File, FTP Site, File Share, or Temporary Storage):
    • What is the file type: text, XML, or JSON?
    • What is the file format structure: CSV or delimited?
    • What is the field format schema?
    • Is validation of the source file contents required? (If your source is a flat text file, you can optionally add row and field validation.)
  • If a Database Source, what is the connection information and SQL to retrieve the data?
  • If an LDAP Source, what are the object classes, attributes, and search parameters to retrieve the data?

The screens presented vary depending on your answers to these questions.

If you prefer, you can instead add a source later in your development of the project. For details on the different sources, see the documentation on Sources. 

NOTE: The screenshots shown may vary slightly from what is displayed when you use the wizard, as they are based on one of the wizards. The steps for configuring a source are the same for all Salesforce wizards.

Select one of:

  • An existing Source Type from the dropdown menu (one of Local File, FTP Site, File Share, Temporary Storage, Database, HTTP, LDAP, or None); or 
  • Click the Select or Create New button to create a new Source of the currently selected type; or
  • Choose None if you intend to provide explicit values for the data that do not come from other Sources.

Creating A New Source

To create a new Source, select the Create New… option from the dropdown menu. The New Source fields display. For example, when creating a new Local File Source, you will see fields similar to these:

NOTE: The type of source selected will determine the parameters to enter. See the documentation on Sources for details.

File Sources

For file sources (Local File, FTP Site, File Share, or Temporary Storage), you need to specify or create a source and then specify or create a file format to use with that source. If the file suffix cannot be used to determine the file type, you will be prompted to confirm the file and the file type.

Local File

NOTE: If you are creating a local file source for the first time, you must first enable local file locations in each Jitterbit Private Agent configuration. (A Local File can be used only with Private Agents.)

  • Specifying a Local File as a source:


  • Confirming selected file after reviewing the first ten lines of the file:

FTP Site, File Share, or Temporary Storage

  • Specifying an existing FTP Site as a source:
  • Click the Next button to move to the Confirm File Type screen.

Confirm File Type

  • If the file type cannot be confirmed based on the filename suffix, you will be asked to confirm the type. Adjust as required:
  • If the filename can be confirmed based on the filename suffix, you will be asked to select the options for creating a file format:
  • If you select the Review File Format, the Next button to move to the Select File Format screen. Otherwise, click the Next button to move to Create a Schedule and Set Options.

Select File Format

  • You can either select an existing File Format or create a new one.
  • To select an existing File Format, select the name from the dropdown:
  • To create a new file format, select Create New from the dropdown menu, which expands the screen to display the File Format fields. The example below shows the creating of a new File Format for a simple Text Document definition:

  • Complete the field and controls:
    • Name: Enter the name of the new file format
    • To Create Manually:
      • Select Document Type: Specify the document type as either Simple or Complex
      • Select Document Format: Specify as either Character Delimited or Fixed Field Widths
      • Create Manually: For details on creating the file format manually, see these instructions on Defining File Formats
    • To create From Sample File:
      • Click Create From File to open a dialog to specify the file structure using a file as a template
  • In this example, the Create From File was clicked and a CSV file was specified to use as a template:
  • Complete the fields and controls:
    • Template file type: Use the dropdown to select a template file type
    • Delimiter: Defaults to a comma delimiter
    • Select a template file: Select a template file from the dropdown, enter a path, or click the Browse button to navigate to a file to use as a template
    • File content: An auto-populated window showing a preview of the file contents
  • When you click OK, the Source screen changes to show the new File Format, with its Delimiter & QualifierValidation, and Segment Properties sections:
  • See Defining File Formats for additional information, including row and field validation for simple (flat) text file formats.

Review the File Format Structure

  • Click the Review Structure button in the lower left corner of the screen. A dialogue displays the fields you have selected for your upsert:
  • If the structure needs correction, edit the structure in the Define Segment Properties section before continuing.
  • If all elements are correct, click Next to continue to move to Create a Schedule and Set Options.

Database Source

  • Choose to enter the required SQL either manually orusing the wizard:
  • Manually entering the SQL statement and then using the Check Syntax button:
  •  Using the wizard, specify the tables to use:
  • Using the wizard, specify the SQL Where clause to use:

LDAP Source

Create a Schedule and Set Options

  • Creating or setting a schedule is both optional and can be done at a later time. For more details on scheduling, see Creating a Schedule.
  • You can edit an existing schedule by opening it in the Schedules folder of the Project Items panel and making any desired adjustments.
  • You can use this wizard screen to either add scheduling to an unscheduled operation or open the operation under the Project Items Panel and make the appropriate adjustments.
  • Set the OccurrenceDaily Frequency (hours or minutes) and Duration of the operation.
  • When setting Duration, be aware that Starting at and Ending at dates in a schedule are inclusive.
  • To display these options, open the disclosure triangles besides Occurrence, Daily Frequency, and Duration.
  • Click the Response Option checkbox if you need to interact with the response from Salesforce and want to map information directly from that response:
  • When finished, click Next to move to the Summary screen.

Summary Screen

On the Summary, you can edit the Name given to the wizard and specify whether to use the wizard’s Automapper to map the data:


  • Click Map & Finish to complete the wizard.
  • If you need to create or approve a transformation mapping, you will be taken to that screen.
  • Otherwise, the design items for your insert will be created and become visible in the Project Items panel on the left side of the screen and you will be taken to the operation's Salesforce Insert page.

Transformation Mapping

If you chose Select an existing File Format (or created a new one) in the Target screen of the wizard, the transformation mapping appears in your work area.

  • If you specified the Use Automapper checkbox, most or all of the field mapping may be completed. Complete any manual mapping as appropriate.
  • A mapping is shown as a line between items in the Source (left) and Target (right) columns.
  • A green line indicates a valid mapping and is further indicated by the presence of a blue square next to each validly mapped item name.
  • A red line indicates an invalid mapping.
  • A yellow line indicates that a mapping is of questionable validity; however, the operation will attempt the transformation with that mapping.
  • You can complete the mapping on the Transformation tab by dragging and dropping from the Source on the left to the Target on the right. When you do so, and a valid mapping is the result, a blue square will appear to the left of both the Source and Target items.
  • To save your transformation, click the down arrow on the Status ribbon and select Save.

Complete the mapping as required and click Finish to complete the wizard and the creation of the design items. 

Completed Salesforce Update

  • Once completed, you will be taken to the summary screen for the new Salesforce Update.
  • You can return to this summary page by finding its operation name under Jitterbit Connect in the Project Items panel.
  • You can modify any of the design items in your project such asSalesforce Login,Read data from,Mappings,Operation, andRun on Scheduleby clicking their adjacent Edit button.
  • The Run Update, Test Update, Result History, and Delete button functions are described below inDeploy the Project and Run the Operation. 
  • Advanced Options include operation options such as chunking and field truncation.They are covered below inAdvanced Options.

Advanced Options

These advanced options are available for a Salesforce Update:

File Options

  • Read as UTF-8: Select to read the source file as UTF-8 character encoding.
  • Date Options: Displays a dialog to set the date options for the source. See the Salesforce Advanced page.
  • Source file has a header: Select to indicate if there is a header and ignore it as not data.
  • Start at data row: Gives the row number of the first row of the source file to be considered as data.

Operation Options

  • Retry Policy: Displays a dialog to set the retry policies. See the Salesforce Advanced page.
  • Chunking settings: Displays a dialog to set the chunking settings. By default, chunking is enabled with a chunk size of 200 and a maximum number of 2 threads. See the Salesforce Advanced page.
  • Insert null values: If selected, allows the insertion of null values into a record.
  • Compress: By default, compression is turned on.
  • Allow field truncation: If selected, if a value for certain Salesforce datatypes is too large, the value is truncated; otherwise, too large values raise an error instead.
  • All or none: If selected, any failed records in a call cause all changes for the call to be rolled back.
  • Duplicate Records Rules:
    • Allow save: If selected, allows the saving of duplicate records, bypassing any Salesforce alerts.
    • Include record details: If selected, returns fields and values for records detected as duplicates; otherwise, only record IDs are returned.
    • Run as current user: If selected, the sharing rules for the current user are enforced.
  • Ownership Options: Displays a dialog to set the ownership options. See the Salesforce Advanced page.

Additional operation options for writing success and failure records are described on the Salesforce Advanced page.


Deploy the Project and Run the Operation

Deploy the Project

Deploying a project before running is not required as it will automatically be deployed if needed. 

To deploy the project, either:

  • Click the Deploy icon on the toolbar; or
  • On the Project Items panel right-click on the Name of the project just created, and then left-click Deploy on the resulting dropdown menu; or

  • Right-click Operations at the top of the Project Items panel and then left-click Deploy on the resulting dropdown menu.

The project deploy process begins sending the project to Jitterbit Harmony, and a progress message appears.

  • To run the progress message in the background, click Run in Background.

  • To cancel the deploy process, click Cancel, which returns you to the previous screen.

The operation is now complete and deployed.

Run the Operation

This image shows the buttons available on the Salesforce Wizard summary pages. The labels (such as Run Query or Run Insert) will vary depending on the wizard that you are using. The Result History button is not available on the Salesforce Queries summary page and the Test… button is not available on the Salesforce Bulk Processes summary page.

  • Press the appropriate Run… button to place the operation in the queue for execution. 
    • If the project has not already been deployed, or has been changed since the last deploy, it will automatically be deployed. See Operations for additional information on creating, deploying, and running operations.
    • The Operation Monitor displays at the bottom of the screen tracking the status, time received, time started, and the time the operation completed processing.
    • When the operation completes processing, the Result popup displays the time of completion, the status, the number of records that successfully processed, and the number of records that failed to process. The View success file and View failure file buttons are described below.
  • Press the Test… button to test the operation. This option is intended to test the operation only in an environment that is connected to a Salesforce Sandbox and should not be used in a production environment. Selecting Test Insert on the Salesforce Inserts summary page, for example, processes and inserts the first 200 records into the Salesforce Sandbox. Note: The Test… button is not available on the Salesforce Bulk Processes summary page.
  • Press the Result History button to display a popup list of recent activity including the time completed, status, the number of records processed successfully, and the number of records that failed to process. Select a result in the list to enable the View success file and View failure file buttons, which are described below. Note: The Result History button is not available on the Salesforce Queries summary page.
  • Press the Delete button to delete the operation from the project.
    • The Confirm delete popup window displays. Click Delete to confirm and delete the operation.
    • The Delete Wizard Items? popup displays the associated operation components.
      • Select Yes to delete the associated wizard objects in addition to the insert operation.
      • If you select No, the wizard objects remain available within the project. NOTE: Only the insert operation is deleted.
      • Selecting Cancel cancels the deletion of the insert operation and the associated wizard objects.

See Operations for additional information on creating, deploying, and running operations.

Viewing Success and Failure Files

Viewing success and failure files is available if you are running operations on a Private Agent. The buttons View Success file and View failure file are available after you press the Run... button or the Result History button as described above and then select one of the results. This is an example of the Result History popup window, showing the buttons and a selected result:

  • View success file: If you are running the operation on a Private Agent, selecting the View success file button displays the first 100 records that successfully processed within a popup window.
  • View failure file: If you are running the operation on a Private Agent, selecting the View failure file button displays the first 100 records that failed to process within a popup window.
  • In this example, three records are shown:

    • Copy File To...: This button saves the success or failure records to a CSV file. The default file name is .

    • Open External Program: This option is currently not available.

NOTE: The success and failure files are available for viewing from the Private Agent for 14 days by default. The files are automatically deleted from the Private Agent after 14 days by the Jitterbit File Cleanup Service. The number of days the files are saved can be changed by editing the in the  section (see Editing the Configuration File). You can also change the success and failure file rules by Editing the Jitterbit File Cleanup Service Rules for Private Agents.

Sours: https://success.jitterbit.com/display/DOC/Salesforce+Update+Wizard

Update salesforce

Salesforce Release Updates — A Cautionary Tale for Security Teams

On the surface, Salesforce seems like a classic Software-as-a-Service (SaaS) platform. Someone might even argue that Salesforce invented the SaaS market. However, the more people work with the full offering of Salesforce, the more they realize that it goes beyond a traditional SaaS platform's capabilities.

For example, few people talk about managing the security aspects of Salesforce Release Updates. By understanding what Release Updates are, why they pose a security risk, and how security teams can mitigate risk, Salesforce customers can better protect sensitive information.

How to ensure the right configurations for your Salesforce security

What are Salesforce Release Updates?

Since Salesforce does not automatically update its platform, it does not follow the traditional SaaS model. For example, most SaaS platforms have two types of releases, security, and product improvements. Urgent security updates are released as soon as a security vulnerability is known, and product improvements are released on fixed dates, such as quarterly or monthly. As part of the SaaS model, the vendor automatically updates the platform.

The update and patching policy benefits the customer and the SaaS provider. The customers don't need to worry about updating the system so they can focus on the core aspects of their business. Meanwhile, the SaaS provider does not need to develop multiple update versions or worry about the most recent version installed by the customer.

Better yet, the SaaS provider does not need to worry that customers will experience a security breach because it automatically installs the security patch for everyone. It just makes everyone's life easier and is one of the reasons that SaaS platforms are immensely popular.

Salesforce Updates Work Differently

Salesforce works differently, very differently. They use a hybrid system that is similar in some ways to traditional software that requires the customer to apply updates until EOL and a modern SaaS platform. Salesforce offers regular seasonal service updates and security updates as needed. However, neither update is implemented automatically.

Salesforce gives admins a "grace period" where they can choose to update the platform. At the end of this period, Salesforce pushes the update through automatically.

For example, Salesforce introduced the Enforce OAuth Scope for Lightning Apps security update in Summer 2021. The provider recommends that organizations apply it by September 2021. However, Salesforce will not enforce it until Winter 2022. This is an important security update, but customers do not need to install it immediately.

Why Salesforce Updates Work Differently

While Salesforce encourages admins to run through a checklist and apply the updates, it realizes that customers rely on the platform's flexibility and that changes can impact the customizations, like custom developments and integrations.

Since any update can be catastrophic for an organization, Salesforce gives customers time to review the update's content and prepare the organization's Salesforce before activating the changes.

What is the importance of Salesforce Security Updates?

The Salesforce Security Updates are, as the name suggests, for security purposes. They are published to fix a security issue, prevent attacks, and strengthen the security posture of a Salesforce tenant. Therefore, customers should install them as soon as possible.

Once Salesforce publishes an update, the vulnerability it is patching becomes general knowledge. This knowledge means the weakness is equal to a common vulnerability or exposure (CVE) but without the assigned number. Bad actors can easily get access to all the information regarding the exposure and create an attack vector that utilizes the published vulnerability. This places all organizations that have not enforced the security update vulnerable to an attack.

Since most attacks are based on known, published, 1-day vulnerabilities, waiting to apply the update creates a data breach risk. All bad actors use 1-day attacks, from script kids to professional ransomware hackers, since weaponizing them is much easier than looking for an unknown vulnerability. Most bad actors look for low-hanging fruits - organizations without updated software or that have lax security.

This is why security professionals call the period from vulnerability until the organization enforcing a security update the golden window for attacks. For that reason, it is critical to update all software to the latest stable version and install security updates as soon as possible.

The case of access control for guest users

This is not just a hypothetical or interesting story. In October of 2020, security researcher Aaron Costello discovered that access control permission settings in Salesforce might allow unauthenticated users ("guest users") to access more information than intended by using cumulative weaknesses in Salesforce, including

  • old and not secure Salesforce instances,
  • problematic default configurations,
  • complicity and advanced abilities of "@AuraEnabled" methods.

Salesforce suggested security measures for guest users, objects, and APIs, while also pushing Security Updates in the following Winter '21 and Spring '21 releases.

Among the Security Updates were Remove View All Users Permission from Guest User Profiles and Reduce Object Permissions for Guest Users.

Both suggestions directly address the security threat's root cause. Problematically, this was too little too late because bad actors had known about the vulnerability since October 2020. By the time Salesforce pushed the updates to the different tenants, the admins needed to activate the updates manually. This means that a customer might have been at risk for anywhere from 6 - 9 months before fixing the vulnerability themselves.

The security team's responsibility for Salesforce Security

While Salesforce provides value to organizations, its approach to managing security updates makes it a unique type of SaaS. Additionally, it is an extremely complex system with thousands of configurations. While many don't seem important to security, they can actually impact a Salesforce tenant's posture.

Therefore, the CISO or security team needs to be involved more than they normally would when managing Salesforce. They need to:

  • make sure configurations are done with security in mind,
  • monitor changes,
  • make sure updates don't worsen the organization's security posture,
  • insist that Security Updates are installed as soon as possible
  • make sure that the security hygiene of the Salesforce tenant is good.

Fortunately, the category of SaaS Security Posture Management (SSPM) tools address these tasks, and Adaptive Shield is a market-leading solution in this category to enable optimal SaaS security posture automatically.

How can Adaptive Shield help secure Salesforce?

Adaptive Shield understands the complexity of securing Salesforce, among many other SaaS platforms, as Adaptive Shield provides an enterprise's security teams complete control of their organizations' SaaS apps with visibility, detailed insights, and remediation across all SaaS apps.

The platform helps Salesforce admins, CISOs, and security teams track and monitor the settings and configuration updateswith security checks that ensure that the Salesforce tenant is configured and secured properly. This includes monitoring permissions, "@AuraEnabled" methods, API security, and authentication.

Adaptive Shield also provides clear priority-based mitigation information so admins and security teams can swiftly secure the Salesforce tenant to maintain a strong security posture. The Adaptive Shield platform makes the task of securing a Salesforce tenant from cumbersome, complex, and time-consuming — to an easy, clear, quick, and manageable experience. This prevents such vulnerabilities as the example above by breaking the chain of misconfigurations and unenforced updates.

Get in touch to ensure your Salesforce, or any other SaaS app, is secure today.

Note:This article is written by Hananel Livneh, Senior Product Analyst at Adaptive Shield.


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Sours: https://thehackernews.com/2021/08/salesforce-release-updates-cautionary.html
How to Update Records Using the External ID Using Data Loader

Salesforce Tips Tricks Best PracticesHave you ever needed to update a field on a small set of records to the same value? Navigating to and updating each individual record could be very time consuming.

We’ll show you how to do it swiftly from the native Salesforce UI, both in Classic and in Lightning.

Before we start, there are a few items we need to check off to make sure we can take advantage of this functionality.

We’ll be using a list view to edit your records. You should create a list view that is filtered to contain the records that you want to update.

If your organization uses record types, you must explicitly ensure that only one record type is available in the list view by specifying a filter of “Record Type equals X”. You must also have “Enhanced Lists” and “Inline Editing” enabled in the User Interface section of setup.

More info on these requirements and considerations can be found here:

https://help.salesforce.com/articleView?id=Unable-to-Inline-Edit-in-a-List-View&language=en_US&type=1

Your list view should now display a pencil icon whenever you hover over a field that is in-line editable.

Non-editable fields will display a lock icon.

Salesforce Bulk Update Tip

Double clicking this field will open up an edit dialogue for it, but we want to edit multiple records at the same time. Tick the checkboxes on the left-hand side to tell Salesforce which records you want to mass-edit, then double click the field you want to mass edit.

The mass edit dialogue will open. Select “All selected records”, enter the new value for the field and select save.

Here is Bulk editing records from a list view in Salesforce Classic:

Salesforce Bulk Update Tip

You can see the same functionality in Salesforce Lightning:

Salesforce Bulk Update Tip


If you are looking to increase user adoption of Salesforce, need training, support, or help with any enhancements, contact us and we will get you on the path to success.

Sours: https://ledgeviewpartners.com/blog/salesforce-bulk-update-records-in-a-list-view/

You will also like:

Manage Release Updates

Act on release updates to keep your Salesforce org functioning at its best. Release updates replace the Critical Updates console and include more detailed information about upcoming changes.

Required Editions and User Permissions


The Release Updates page provides a list of updates that affect your org. Each update includes step-by-step actions for you to take. To ensure a smooth transition, many release updates have test runs available. Use the test run option to activate or deactivate an update before the Complete Steps By date so that you can evaluate its impact on your org.

  1. From Setup, in the Quick Find box, enter , and then select Release Updates.
  2. On the Release Updates page, select an update.
  3. Get quick information about an update without leaving the home page by clicking View Details. Use the expandable sections to see details about the changes, improvements you can expect, and impact on your org.
    The details pane for a release update with three expandable sections.
  4. Click Get Started to act on your update. From this page, you can enable a test run if it’s available for your update, and review the specific steps to take.
    The start page for a release update where you can take actions on it.
    1. If you enabled a test run and find in testing that you must disable the update, click Disable Test Run. You can enable or disable test runs as often as needed until the Complete Steps By date on your update. On sandbox orgs, the test run periods can end earlier than the Complete Steps By date.
      A portion of the release update screen with the test run button enabled.
  5. After you finish the steps, click Done.
  6. Confirm that you reviewed and completed the update steps.
    Confirmation dialog to confirm that steps required for the update are completed.
Sours: https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.release_updates_manage.htm&language=en_US


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