Salesforce News, Articles, Certifications, Upcoming Changes, and more
OmniStudio is a suite of Salesforce tools designed to enhance the customer experience by streamlining data processes and enabling guided interactions. These tools offer a range of functionalities that help create seamless, automated workflows and integrate data from multiple sources. This tutorial will cover the basics of OmniStudio, its benefits, and detailed descriptions and examples … Read more
As part of Summer 24 improvements, External Clients App, the “Connected App v2”, now has a frontend to create them and support more oAuth flows. They were designed to improve security and resolve the cumbersome packaging and distribution issues that affect connected apps. In Salesforce’s own words, External Client Apps are the new generation of connected apps. … Read more
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
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
In the past, it was only possible to get execution run times in Apex test class methods by looking at the ApexTestResult object which represented the result of an Apex test method execution. Previously, information about limits and cumulative run time was available only by parsing the appropriate method sections in the debug log. Starting … Read more
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
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
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
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 (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