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Custom Permissions : A way to find if a user is assigned a permission set

3:39 PM

Use Case:

Control component visibility on a lightning page. We would like to show a component on a lightning record page only when the user is assigned a specific permission set. We will use custom permissions to achieve this.

What is custom permissions?

Custom permission let you define your own permissions for use within your salesforce environment. You could then assign these permissions to either a permission set or a profile. More details here.

The Solution

Setup -> Custom Permissions . Create new and name it 'ShowAccountHighlights'
Create a new permission set or use an existing one. On the permission set overview page, click on Custom Permissions link and add the new custom permission you created.
On the user object create a new field of type formula and checkbox as formula return type.
Edit the lightning record page and set the component visibilty using the new field you created.
Now, just assign the permission set to a user to make this component visible for them.

OUTPUT:

dispatcher console

Field Service Lightning: Understanding Status Transitions and Pinned Status for Service Appointments

9:08 PM

Pinning a Service Appointment:

When pinning a Service Appointment it is not movable in the dispatcher console. The dispatcher will not be able to drag the service appointment around after it has been dispatched. This is how a pinned service appointment looks like on the dispatcher console. Note the little lock icon.

How to pin a Service Appointment:

Set the field 'FSL_Pinned__c' on the object 'Service Appointment' to TRUE. You could do this either with a workflow / process builder / trigger depending on your conditions. For example, when the status changes to 'Dispatched' you might want to pin the appointment.

How to un-pin a Service Appointment:

Right click the appointment and select 'Unpin'. Once unpinned you can move around the Service Appointment or change status as needed.

How is the unschedule option controlled?

Right click a Service Appointment and you would see an option 'Unschedule'. However, this option is not available when the Service Appointment is in certain statuses. This is controlled by the below setting. When a Service Appointment is in any of the status checked below, the unschedule option is not available.

Status transitions:

Status transitions control the permitted status flows. For example, if you want to unschedule a dispatched service appointment a status transition from 'Dispatched' to 'None' is required. Note that unschedule simply moves the status back to 'None' and removes the assigned resource on the appointment.

lightning

Field Update: Replace javascript button for Lightning UI and Classic

2:50 PM

A most common use case for javascript buttons is a simple field update, onclick of the button a field/fields are updated and the page is refreshed.

With the onset of Lightning javascript buttons are no longer supported and hence have to be replaced. A simple solution would be to use Visualforce which works both in the Lightning UI and classic. However, there is a known issue where the page does not reload/get the updated information when you a do a page redirect using PageReference in Visualforce.

Know Issue: https://success.salesforce.com/issues_view?id=a1p3A0000001C8QQAU&title=data-not-updated-in-ui-after-an-apex-update-in-lightning-experience

I hope the issue gets fixed soon. In the meanwhile, here is a code snippet to replicate the same functionality using lightning components.

LIGHTNING:

Under Buttons, Links and Actions for the object create a new action and link it to the lightning component created above.

CLASSIC:

Use Visualforce or a simple Visual Flow to replicate the field update behavior in classic. Here is a link to get you started with Flows

https://developer.salesforce.com/docs/atlas.en-us.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_records_update.htm

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