Knowledge articles for Salesforce developers
Business Requirement One of the common requirements we see in most of the projects is to make a record Read Only based on some conditions. Some of the use cases to make the record read only are listed here:- Solution One common solution for above use cases is to use a page layout with all […]
Simple Solution to Make Record Read Only Read More »
Data is becoming more and more important for all companies. With the evolution of technology and communication channels data is growing exponentially and it is also bringing requirement to integrate large volume of data. Salesforce being #1 CRM, also requires integrating with other systems and moving large volume of data bidirectional. Salesforce Bulk APIs are
Batch Integration Using Salesforce Bulk API 2.0 Read More »
For several years, Username-Password Flow used to be a simple and preferred approach for Server-to-Server Integration. We have been using this for Integrating Salesforce with other applications. Salesforce finally decided to discontinue support for this flow and recommends using Client-Credential or JWT based authentication as they are more secure. Recently one of my team members
End of Life: OAuth 2.0 Username-Password Flow Read More »
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 »
