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Page 25 of 39 · 457 articles

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 value from child records on a parent record? I'll explain how the Roll-up Summary field...

· 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

Exporting Salesforce data only to find Excel can't read the dates is a huge pain. Here is a quick formula to clean up...

· 4 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, but using the wrong ones can lead to a mess. This guide...

· 5 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 a breakdown of how...

· 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? I will show you how to use the Salesforce utility bar...

· 5 min read
Visualizing a complex Salesforce Flow canvas detailing best practices for automation logic and error handlingFlow

Salesforce Flow Best Practices: 12 Rules That Prevent 90% of Errors

Salesforce Flow best practices most teams skip — bulkification, trigger choice, fault paths, and subflow design —...

· 8 min read
Diagram illustrating the Salesforce Web-to-Case process for submitting customer inquiriesAdmin

Salesforce Web-to-Case: Top Use Cases and Best Practices

Salesforce Web-to-Case is a classic tool that helps you get customer data into your org without a complex API. I'll...

· 5 min read
Diagram illustrating Salesforce Flow transactions and rollback process boundaries for developersFlow

How to manage Salesforce Flow transactions and rollbacks

Ever had a flow crash and roll back changes you actually wanted to keep? It is all about understanding transaction...

· 5 min read
A collection of icons representing top-rated Salesforce productivity apps available on the AppExchange.Admin

10 Best Salesforce AppExchange apps for Productivity

Stop wasting time building custom Apex for problems that are already solved. I have picked out 10 Salesforce...

· 5 min read
Diagram showing how to safely call a batch job from an Apex trigger in Salesforce.Apex

Can we call a batch job from Trigger? | Call batch from trigger

· 5 min read
Visual representation of Agentforce 2.0 handling common Salesforce team tasks like order processing and billing inquiriesAgentforce & AI

Agentforce 2.0 - Practical Use Cases for Salesforce Teams

Agentforce 2.0 is more than just a chatbot; it's a digital worker that actually takes action on your records. We're...

· 5 min read
Diagram illustrating the Apex Trigger Best Practices pattern with trigger handler classesApex

Apex Trigger Best Practices for Scalable Salesforce Code

Writing triggers is easy, but writing them so they don't break your org is the hard part. I'm sharing the patterns I...

· 5 min read