Thursday, January 24, 2019

Wednesday, July 4, 2018

Getting Started with Docker

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Swarm

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Different tokens are used to join a manager node and a worker node.

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Very Important: specify the advertise address and listen address

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To promote a worker node to manager node. Can do this from any manager node.

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After promoting a worker node to manager node, the Manager Status changed from empty (no value) to ‘Reachable’. Empty/no value means it’s a worker node.

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Services

Running services in the Swarm

To create service

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Shut down one of the nodes

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To scale the services

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Docker automatically create new containers and distribute the containers among the availablAte nodes when scaling.

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Adding new nodes to the Swarm doesn’t cause the Swarm to re-balance the load. * This behavior might change in the future.

To remove service:

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To create an Overlay network:

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Create a new service with 12 replicas:

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To inspect a services:

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Can add option at docker service create command for service update, i.e. update the task (container) 2 at a time, wait for 10 minutes, then update another 2 tasks (containers).

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To make it easy to read:

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Stacks and Bundles

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Thursday, October 5, 2017

User Records

  • User record is required to login.
  • 1 Person = 1 User = 1 User License
  • User record can not be deleted, but can be deactivated.
  • Records in SF can be assigned to:
    • Active user
    • Queue

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  • Freeze User –
    • To prevent user to login, but the user is still active. Best to freeze user to perform maintenance when you don’t want user to login temporary.
    • Someone left the company, need to deactivate user, but can’t deactivate due to the user is tied to some workflow rules/other rules. Best to freeze the user to prevent login immediately, delete the rules/sort out other things, then deactivate the user.

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Tuesday, September 5, 2017

Data Security

Org, Object, Record, Field, Folder Security

Profile

  • A profile is a collection of permissions and settings that is instrumental in determining a user’s functional access (apps, tabs, object-level permissions), how information is displayed to the user (page layouts, record types, field-level security), and a wide range of other permissions. 
  • Each user must be assigned one profile.
  • Standard profile – limited changes can be made. Can’t be deleted.
  • Custom profile – fully customizable. Can be deleted.
  • It’s best to assign all users to custom profile.

Permission Sets

Roles

Groups

  • https://certifiedondemand.com/security-model/groups/
  • Group is comprised of users, roles and/or other groups.
  • Public Groups – created & maintained by admin, can be referenced in orq-wide configuration (e.g. sharing rules).
  • Personal Groups – created & maintained by users, can only be referenced in selected configurations (e.g. Outlook contact sync).
  • Common user cases:
    • Sharing access to records or folders with named users (this requires a public group) – User is not an option.
    • Sharing access to resources (folders, etc) to same collection of users within specified roles. e.g. sharing 3 folders with 2 roles.
  • Important:
    • There is no way to monitor where groups are referenced (e.g. you have to view each individual report folder, sharing rules, etc.).  For this reason, make sure to have a clear documentation and usage strategy for groups (or at a minimum, a very clear naming convention).
    • When groups are referenced in sharing rules, “Grant Access Using Hierarchies” can be extended to group access.

Manual Record Sharing & Auditing

  • https://certifiedondemand.com/how-to-verify-salesforce-record-access/
  • In general, if OWD of an object = Private or Public Read Only ==> sharing button will be displayed (if added to page layout).
  • Exception: Some objects (account) may have sharing button exposed, depending on the sharing setting.
  • Manual record sharing -  can share record with groups, roles, users.
  • Must have ‘Full Access’ to the record to do manual sharing.

Ref:

https://certifiedondemand.com/overview-of-salesforce-security-model

Thursday, August 17, 2017

Process Automation – Approval Process

Chart that shows an example approval process

  • Initial submission actions:
    • locks the record
    • Other submission actions include sending email alert, updating a field on a record, creating task, sending an outbound message.
  • Approval Step – assign users (approvers).
  • Final Approval Actions
    • These actions occur only a record is approved & no further approval needed.
    • Changes the record status to ‘Approved’, unlock the record, notify employee who submit the request of new position.

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  • Approval process must be activated to make it available to the users.

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Discount Approval Process – 2 Steps

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Chatter is not available in Developer Org – so can’t set up Chatter message for approval updates.

Hands-on Training: Streamline Requests with Approval Processes https://www.youtube.com/watch?v=0u3L8JIJjbE

Wednesday, June 14, 2017

Process Automation - SalesForce Workflow Rule

  • Use Process Builder rather than Workflow, if possible.
  • A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.
  • Workflow rule example: If an account is created or updated and it’s located in Texas, you want Salesforce to automatically perform certain actions. Here’s how that if-statement breaks down into workflow rule criteria.
    • An account (object)
    • is created or updated (evaluation criteria) and
    • is located in Texas (rule criteria)
  • Every workflow rule is directly associated with one and only one object.

  • Action:
    • Immediate actions
    • Time-dependent actions (before or after)
  • If you selected “created or edited” for your evaluation criteria, you can’t add time-dependent actions. You can monitor and cancel pending time-dependent actions from Time-Based Workflow in Setup.
  • Time trigger:
    • trigger action before or after
    • Now = Rule Trigger Date (e.g. 7 days from now = 7 days after rule trigger date.
  • Workflow Action can be saved & reused:
    • Click Add Workflow Action | Select Existing Action.

What is Workflow?
Workflow automates the following types of actions based on your organization's processes:

  • bulletTasks—Assign a new task to a user, role, or record owner.
  • bulletEmail Alerts—Send an email to one or more recipients you specify.
  • bulletField Updates—Update the value of a field on a record.
  • bulletOutbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.
For example, workflow can:
  • bulletAssign follow-up tasks to a support rep one week after a case is updated.
  • bulletSend sales management an email alert when a sales rep qualifies a large deal.
  • bulletChange the Owner field on a contract three days before it expires.
  • bulletTrigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.
Each workflow rule consists of:
  • bulletCriteria that cause the workflow rule to run.
  • bulletImmediate actions that execute when a record matches the criteria. For example, Salesforce can automatically send an email that notifies the account team when a new high-value opportunity is created.
  • bulletTime-dependent actions that queue when a record matches the criteria, and execute according to time triggers. For example, Salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the close date.

Wednesday, June 7, 2017

Process Automation

  • SF provides 4 automation tools:
    • Workflow
    • Process Builder
    • Visual Workflow – collect info
    • Approvals
  • The only thing you can do with workflow that you can’t do with processes is send outbound messages without code.
  • Cloud Flow Designer – for more complex workflow logics.
  • Can reorder criteria, but not action. Need to delete & recreate action to reorder.
  • Scheduled action – only if process starts with creating a record.
  • Automated process consist of:
    • Criteria
    • Actions – Immediate or scheduled

Process Builder

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  • Click Advanced and select Yes (6).When you select this option, the process ignores record changes that aren’t relevant to your defined criteria. For example, if a user edits the record by adding a description, the process won’t execute the associated actions. Note: This setting isn’t available if:
    • Your process starts only when a record is created.
    • Your process starts when a record is created or edited and the criteria node doesn’t evaluate any criteria.
    • The criteria node evaluates a formula, but the formula doesn’t include a reference to the record that started the process.
    • Your process uses the Is changed operator in a filter condition.