Knowledge articles for Salesforce developers
In recent months, there has been considerable excitement surrounding Salesforce Data Cloud and Einstein AI. Adding to the intrigue, at Dreamforce 2023, Salesforce unveiled Free Data Cloud. This announcement has sparked doubled curiosity. Now, all customers with Enterprise Edition or higher can access Data Cloud and Tableau at zero cost. For additional information, please refer […]
Demystifying Data Cloud for Beginners Read More »
Salesforce developers who have implemented Service cloud with Omni channel features might know this hack very well. This article is for those who have been onboarded into a project that extensively uses chat and chatbot features. In order to test any small change on chat, – need to launch the chat functionality most of the
How do I simulate omnichannel chat in Sandbox? Read More »
For individuals like myself who often find themselves juggling numerous tabs simultaneously—perhaps one for sandbox UAT, another for testing, and yet another for client production instances, among others—keeping track of each tab’s purpose can be quite the challenge. However, an effective and efficient solution lies in leveraging favicons. These small but mighty visual cues provide
Leveraging Colored Favicons in Salesforce: Chrome Extension Read More »
Shield Platform Encryption offers several types of encryption. Users never see encrypted data because it is encrypted immediately prior to database insertion and decrypted immediately following a database query. These encryption types offer varying levels of security and functionality, allowing organizations to choose the most suitable encryption approach based on their specific requirements and use
Shield Platform Encryption: Deterministic encryption scheme considerations Read More »
Salesforce Shield Encryption is a set of security features offered by Salesforce to help organizations protect their sensitive data within the Salesforce platform. Salesforce Shield Encryption includes the following components: This article focused on platform encryption, which allows us to encrypt data at rest. “At rest” means any data that’s inactive or stored in files,
“Safeguarding Secrets with Salesforce Shield Encryption” Read More »
Business Rule Engine is new addition to Salesforce platform that enables complex decision making with low-code / no-code approach. Well, the term Business Rule Engine may sound new but if you have worked on Vlocity Managed Package (now acquired by Salesforce) then you can co-relate this with Calculation Matrix & Calculation Procedure that has been
Manage Complex Decisions-Making using Salesforce Business Rule Engine Read More »
In this article, I am going to talk about Data. As we all know data is most important component of a successful business. Salesforce is doing lot of investment and innovation to help business to improve data quality and data representation. We have been hearing this phrase “Garbage In then Garbage Out”. As an architect
CRM Sample Data Generation using mockaroo Read More »
In this article, I would like to discuss the power and some use cases of Salesforce Notes. Salesforce Notes are not new, but it is not widely used across different Salesforce implementations. In some cases, it is used but we are not using all the great features of this tool. While Salesforce Tasks and Activities
Documenting Interactions using Salesforce Enhanced Notes Read More »
In a typical healthcare or customer-centric organization, individuals’ names, emails, and date of birth are commonly used to identify duplicates. However, many are perplexed by the fact that Salesforce matching rules do not support date fields, which presents a significant drawback in identifying duplicate contacts. How do I get rid of this problem??
How to use date-type fields in the duplicate Matching Rules criteria? Read More »
As we know Salesforce does not allow DML on Setup Objects and Non-Setup Objects in single transaction. Last week I was working on a requirement that requires updating setup objects (User and Permission Set) and non-setup objects contacts. I did not want to use APEX so asked my team member to use Salesforce Lightning Flow.
Mixed DML in Salesforce Lightning Flow Read More »
