Salesforce News, Articles, Certifications, Upcoming Changes, and more
The Watchman 
As part of Summer 24 and as part of an IdeaExchange idea, User Access Summary allows you to see what permissions, public groups, or queues a user is assigned to. You can see that from the user’s detail page, saving you time, clicks, and effort. There’s no need to run queries or look through each … Read more
The “Manage Dev Sandboxes” permission (as part of Summer 24) in Salesforce is a specific user permission that grants the ability to create, refresh, delete, and activate development sandboxes within an organization. This permission is part of the broader sandbox management capabilities in Salesforce, and it offers several advantages and new possibilities compared to the … Read more
User Access Policies are a feature in Salesforce that provides a flexible and centralized way to manage user access and permissions across the organization. This feature allows administrators to define and enforce access controls based on various criteria, ensuring that users have appropriate permissions according to their roles, departments, and specific use cases. User access … Read more
Validation rules in Salesforce are used to ensure that data entered into Salesforce meets specific criteria before it can be saved. They are a critical component for maintaining data quality and consistency. What is a Validation Rule? A validation rule contains a formula or expression that evaluates the data in one or more fields and … Read more
Dynamic Forms is a feature in Salesforce that enhances the customization and flexibility of record pages. It enables admins and developers to configure record layouts to show fields and sections only when certain conditions are met. This feature is a part of Salesforce’s Lightning Experience and helps in creating more personalized and efficient user interfaces. … Read more
As part of Summer 24 release, Salesforce is releasing a capability that would allow the creation of flows using text prompts. Imagine creating a flow with textual prompts such as “Create a flow that starts when an opportunity is created and is over $20,000. The flow should send an email to the opportunity owner telling … Read more
Transaction Finalizers are a powerful feature in Salesforce Apex that allow developers to define clean-up or follow-up actions which should be executed after a transaction completes, whether it succeeds or fails. This feature is particularly useful in handling post-transaction logic in a structured and reliable way, ensuring that certain operations are performed after the primary … Read more
Salesforce Health Cloud emerges as a game-changer, offering a comprehensive solution that empowers healthcare providers to deliver personalized care while optimizing their business processes. At its core lies a robust data model designed to enhance efficiency, drive collaboration, and improve patient outcomes. The Salesforce Health Cloud data model is engineered to centralize and organize patient … Read more
Salesforce Health Cloud is a comprehensive CRM platform tailored specifically for healthcare organizations to manage patient relationships, streamline workflows, and enhance the quality of care delivery. Here’s an in-depth look at its key features: Patient Profile Management: Health Cloud provides a 360-degree view of each patient, consolidating their medical records, treatment plans, medications, allergies, and … Read more
Transitioning from a monolithic Salesforce org to using Salesforce Unlocked Packages is a significant step towards achieving more modular, scalable, and maintainable setups. The approach to organizing these packages can greatly influence the ease of development, deployment, and future scalability. Here are some common strategies to consider, particularly for a financial industry context: 1. Organize … Read more