Evaluate Dynamic Formulas in Apex

salesforce-dynamic-formulas

Imagine a scenario where you need to check complex conditions on an SObject record and don’t want to or can’t create a formula field on the object? Dynamic formula evaluation solves your problem. This capability was added in Summer 24. Let’s see an example: FormulaEval.FormulaInstance isPrimeCustomer = Formula.builder() .withType(Account.SObjectType) .withReturnType(FormulaEval.FormulaReturnType.BOOLEAN) .withFormula(‘AnnualRevenue > 30000 AND ISPICKVAL(Industry, … Read more

Set Conditional Visibility for Individual Tabs in Lightning App Builder

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After the Summer ’24 release, Salesforce will allow administrators to set component visibility for tabs, which was not possible before. Tab visibility is similar to component visibility in that it allows administrators to control the display of individual tabs on a Lightning page based on specific criteria or conditions. This feature enhances the customization and dynamic nature … Read more

Salesforce Flow Orchestration Tutorial for Beginners

flow-orchestration

Salesforce Flow Orchestration is a tool that allows you to automate complex business processes involving multiple steps and approvals. It’s useful for managing long-running processes that require human intervention and coordination across different departments. Step-by-Step Tutorial on Salesforce Flow Orchestration Step 1: Enable Flow Orchestration To start using Flow Orchestration, you need to ensure it … Read more

Comparing Salesforce Security Methods: isAccessible(), with User Mode, and with SECURITY_ENFORCED

salesforce-security

In Salesforce development, ensuring data security and proper permissions are essential to maintaining the integrity and confidentiality of your data. Three key methods to enforce security are isAccessible(), with User Mode, and with SECURITY_ENFORCED. This article provides a detailed comparison of these methods, exploring their use cases, advantages, and limitations. 1. Using isAccessible() Overview isAccessible() … Read more

SAML Single Sign-On (SSO) Settings vs Authentication Providers. Which one to pick as a single sign on solution?

Salesforce SSO

Salesforce offers multiple methods for handling authentication and single sign-on (SSO) to enhance security and user experience. Two popular methods are SAML Single Sign-On (SSO) Settings and Authentication Providers. This article compares these two methods, providing ample examples to illustrate their differences and discussing a use case involving Azure Active Directory (Azure AD). SAML Single … Read more

Understanding Salesforce Connected Apps

Salesforce Connected Apps

Salesforce Connected Apps are powerful tools used to integrate third-party applications with Salesforce, enabling seamless data exchange and unified workflow across different platforms. Here’s a detailed guide on Salesforce Connected Apps, including use cases, best practices, and key considerations. What are Salesforce Connected Apps? Connected Apps in Salesforce are integrations configured to allow external applications … Read more

Connecting Salesforce CRM analytics with Amazon RDS Oracle Connector

Amazon RDS

Connecting Salesforce CRM Analytics (formerly known as Tableau CRM and Einstein Analytics) with Amazon RDS (Relational Database Service) using an Oracle database involves several steps to ensure secure and efficient data transfer. Here’s a step-by-step guide to help you set up this connection: 1. Prepare Your Amazon RDS Instance First, ensure that your Amazon RDS … Read more

The Value of Experience Over Certifications in Salesforce Hiring

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The debate between hiring based on certifications versus experience is a significant one. While certifications demonstrate a candidate’s commitment to learning and understanding Salesforce, they do not necessarily equate to real-world problem-solving capabilities. This distinction becomes critical when comparing the practical expertise gained through years of hands-on experience with the theoretical knowledge acquired through certification … Read more