Admin
How to View Converted Leads in Salesforce - Guide
Ever wonder where your leads go after you hit convert? They aren't actually gone, just hidden from your standard...
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Articles - Page 15
DevOps
Guide to Salesforce unlocked packages for deployments
Managing deployments with change sets is a nightmare that leads to Happy Soup. I switched to Salesforce unlocked...
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Flow
How to Trigger a Record-Triggered Flow in Salesforce
If you are moving away from Apex triggers or Process Builder, you need to know how these flows actually start. I...
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Admin
Connect Excel to Salesforce for Faster Data Management
Tired of clicking through the Salesforce UI for every single record update? Connecting Excel to Salesforce lets...
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Apex
Salesforce merge trigger - How many times does it fire?
Ever wonder why your code runs three times during a single merge? It turns out Salesforce doesn't have a specific...
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Apex
Apex Trigger Cheat Sheet - Master Salesforce Triggers
Tired of hitting SOQL limits and dealing with messy triggers? I put together this Apex Trigger Cheat Sheet to help...
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Apex
How to make an Apex trigger callout in Salesforce
Ever tried making an API call from a trigger and hit a wall? Triggers are fast but APIs are slow, so you have to...
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Agentforce & AI
Model Context Protocol - Connecting AI to Your Business Data
Think of the Model Context Protocol as the USB-C for AI tools. It is a new standard that lets your AI actually...
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DevOps
What is SoapUI? A Pro SOAP API Testing Tool for Salesforce
If you are dealing with complex Salesforce integrations and massive WSDL files, SoapUI is a lifesaver. It is the...
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Interview Prep
Mentoring Salesforce interns - How to build a talent pipeline
Mentoring an intern doesn't have to be a full-time job if you have the right structure in place. I'm sharing my...
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Admin
How to create a Roll-up Summary field in Salesforce
Ever needed to show a total value from child records on a parent record? I'll explain how the Roll-up Summary...
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General
Convert SOQL to Excel dates - Fix Salesforce ISO strings
Exporting Salesforce data only to find Excel can't read the dates is a huge pain. Here is a quick formula to clean...
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