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A screenshot showing the Salesforce interface for viewing converted leads using reports and search.Admin

How to View Converted Leads in Salesforce - Guide

Ever wonder where your leads go after you hit convert? They aren't gone, just hidden from your standard views. Here is...

· 5 min read Diagram illustrating the modern deployment pipeline using Salesforce unlocked packages for efficient development.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...

· 5 min read Visual guide on setting up the entry criteria for a Record-Triggered Flow in Salesforce configuration.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. Here is...

· 5 min read Diagram illustrating how the Salesforce merge trigger fires multiple times during a record merge operation.Apex

Salesforce merge trigger - How many times does it fire?

Ever wonder why your code runs three times during a single merge? Salesforce has no specific merge context, so it uses...

· 4 min read A developer reference guide showcasing essential Apex Trigger best practices and syntax, an Apex Trigger Cheat Sheet.Apex

Apex Trigger Cheat Sheet - Master Salesforce Triggers

Tired of hitting SOQL limits and untangling messy triggers? This Apex Trigger Cheat Sheet covers the context variables,...

· 5 min read Diagram illustrating the process of making an asynchronous callout from an Apex trigger in SalesforceApex

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, APIs are slow, so the request has to...

· 5 min read Screenshot illustrating the SoapUI testing tool interface being used for Salesforce API requests.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 still earns its place. It is the...

· 5 min read Diagram illustrating how to create a Roll-up Summary field in Salesforce for data aggregationAdmin

How to create a Roll-up Summary field in Salesforce

Ever needed to show a total from child records on a parent record? Here is how the Roll-up Summary field works, and...

· 5 min read A screenshot showing a formula converting Salesforce ISO date strings to readable Excel dates for SOQL data.Admin

Convert SOQL to Excel dates - Fix Salesforce ISO strings

Export Salesforce data, then find Excel can't read the dates. Here is a quick formula to clean up those ISO strings so...

· 3 min read A visual guide illustrating essential Salesforce Flow Elements building blocks for automation developers.Flow

Master Salesforce Flow Elements: Key Examples and Use Cases

Flow elements are the building blocks of your automation, and the wrong one in the wrong place turns a flow into a...

· 4 min read Visual comparison diagram highlighting key differences between JSON vs XML data formats for developers.Apex

JSON vs XML - Key Differences for Salesforce Developers

Deciding between JSON vs XML can be tricky when you are building Salesforce integrations. Here is how the two handle...

· 4 min read Screenshot of the Salesforce utility bar showing a custom component for creating cases fasterApex

Create Cases Faster with the Salesforce Utility Bar

Tired of agents losing notes while waiting for records to load? Here is how to build a case creation tool in the...

· 4 min read