We might see some of the custom actions not appearing in the Actions list inside the Perform Action step of the workflow.
This is because the Custom Action would be using one of the following parameter types, which is not supported for Perform Action like
Picklist (Optionset)
Entity
Entity Collection
E.g. we have the following actions defined few are bound to the Contact table, some are Global, and have different types specified as either Input or output parameter.
Out of the above actions defined, we can see only the following actions listed inside the perform actions step of the workflow.
The action which has input as Entity Reference are the ones listed, as it is one of the supported types. For the unsupported types, if used as an output parameter, the actions are listed.
Using Solution Health Hub we can validate the environment’s configuration, which might get modified over time, to get an idea about the state of that environment and detect and resolve any issues. Solution Health Hub enables rules-based validations, which we can run periodically or manually if we encounter any issues. The rules also get triggered automatically when solutions are installed or updated by Microsoft. The rules check if some of the required processes are disabled or owned by a disabled user, if some of the required web resources are missing, if certain plugin steps are not active etc.
Let us open the Solution Health Hub app and see it in action.
We can see the Rule Sets created specific to different areas (app) like Sales, Marketing, Customer Service, etc.
For an environment where Field Service is configured, we can see the following rule sets.
Let us open the Field Service Rule Set and see the rules defined for it.
To run the Rules, we need to create a new Analysis Job record and select the corresponding Rule Set.
A summary of rule-set executions will be shown in a few seconds. (runs asynchronously)
We can see one of the rules failed.
Opening the record, we can see the details.
Back in our solution, we can see the steps in the disabled state.
Back in our Analysis Job, let us select the failed rule and click on Resolve.
We can see the message “Resolution is completed.” and the rule passed.
Back inside our solution, we can also see the status as On for those steps.
Now let us run an analysis job for Field Service
On opening the record, we can see the user for which the roles are missing.
For Field Service, we can see an out-of-the-box cloud flow that runs at midnight on Saturdays to trigger the analysis job for the Field Service Rule Set.
And sends the In-app notifications.
Now if a rule fails, we can get the in-app notifications, e.g. we had set the Service Account field as optional on the Work Order form.
Microsoft has always recommended managed solution(s), apart from the some of benefits that managed solutions offer over unmanaged, Microsoft is also adding features to the managed solution, making it easy for teams to adopt and transition to Managed solutions, like focusing on making the solution import faster and adding ALM-specific features to it.
Let us take a simple example to see it working –
Suppose we have 2 environments, a Test and a Managed environment.
The test environment has 2 unmanaged solutions from different publisher that is already deployed to the target environment as unmanaged.
Source –
Target –
Ideally, we should be creating 2 copies of production environments, one for creating the new unmanaged solution (s) containing the components to be converted to managed and the other environment where the unmanaged solution (s) will be converted to managed and will be used for testing and validation.
Select source solutions and the target solution (combined) in our case, and click on Copy Components.
Here we have selected all the component types.
Back in our TestEnv, we can see the components of the solution added from Pub 1 and Pub 2 solutions to the combined solution.
Let us export the combined solution as managed.
The other way to create the combined solution would be to “Include all objects” for unmanaged components like custom tables. For managed components, like out-of-the-box tables lead, contact, case, etc, we’d only select the components customized.
Run the below command, to connect to the destination (managedenv) environment.
We can see the managed solution imported successfully to our target environment.
For quick reference –
Unmanaged
Managed
Unmanaged solutions are intended to be used in the development environment.
Managed solutions are intended to be distributed and installed.
Unmanaged solutions can be exported either as managed or unmanaged.
Managed solutions cannot be exported
Components can be directly edited within an unmanaged solution.
Components inside the managed solutions cannot be edited directly. Editing can only be done in the corresponding unmanaged solution or an additional unmanaged solution in dev and then exported and imported as managed in the target environment.
The unmanaged solution can be seen as the source code
A managed solution can be seen as a compiled code.
Deleting an unmanaged solution only deletes the solution container, all unmanaged customizations remain in effect and are applied to the default solution of the environment
Deleting a managed solution removes the customizations from the environment.
Benefits
Benefits
Unmanaged solutions allow for real-time customization directly within the environment.
The managed solution secures the solution components in the environment, by restricting the user from making changes or removing components from it.
Developers can make changes on the fly without the need for importing/exporting solutions
Ability to uninstall/roll back. In case of issues or undesired changes, managed solutions make it easier to roll back to a previous version. This can be crucial for maintaining system stability and ensuring minimal disruption to ongoing operations
The managed solution supports layering allowing multiple solutions to be installed simultaneously without conflicts.
Clearly defined component ownership in the case of multiple publishers/solutions.
Improved solution import performance with reduced performance impact on the environment.
