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Page 31 of 40 · 471 articles

Diagram illustrating the flow of Salesforce OAuth explained for secure API integration setupIntegration

Salesforce OAuth Explained: Secure Your API Integrations

Most of us copy and paste Salesforce OAuth settings and hope for the best, but OAuth is what holds your integrations...

· 5 min readDiagram illustrating Salesforce External Objects connecting to external databases for real-time data accessIntegration

Salesforce External Objects: A Guide to Data Integration

Stop building custom sync engines for ERP data. Salesforce External Objects let you view millions of rows in real time...

· 4 min readDiagram illustrating how to embed a modern Lightning component into a classic Visualforce page using Lightning Out.Visualforce

Add a Lightning component in Visualforce using Lightning Out

You do not need a full rewrite to put modern UI on a legacy page. Lightning Out drops a Lightning component straight...

· 5 min readDiagram showing the connection between Agentforce and a Salesforce Experience Cloud self-service portal.Agentforce & AI

How to Set Up Agentforce Experience Cloud for Self-Service

Your customers should not sit in a queue to ask a basic policy question. Here is how to get an Agentforce agent live on...

· 5 min readDiagram illustrating modern system integration using the fast and efficient Salesforce REST API for data transfer.Integration

Salesforce REST API: A Guide to Modern Integrations

If you are building integrations today, you are going to spend a lot of time with the Salesforce REST API. It is a...

· 5 min readDiagram illustrating advanced reporting techniques like cross filters and joined reports in SalesforceAdmin

Salesforce advanced reporting: Beyond basic report types

Basic reports stop short of the full picture. Here is how cross filters and joined reports get you the data you...

· 5 min read
Diagram comparing Screen Flow versus Autolaunched Flow use cases and features in SalesforceFlow

Screen Flow vs Autolaunched Flow - Differences and Use Cases

Choosing between a Screen Flow and an Autolaunched Flow trips up plenty of admins. Screen Flows need a user interface;...

· 5 min readDiagram showing Platform Events triggering a refreshApex call to update LWC data in Salesforce.LWC

Refresh LWC data with Platform Events and refreshApex

Ever update a record in Salesforce and watch your custom LWC keep showing the old data? Here is how to use a Platform...

· 4 min readDiagram illustrating the flow and function of the Salesforce DataRaptor tool within OmniStudio architectureAdmin

Understanding the Salesforce DataRaptor in OmniStudio

If you work in OmniStudio, you have run into the Salesforce DataRaptor. It is a declarative tool that translates...

· 4 min readDiagram showing the secure handshake process facilitated by a Salesforce Connected App for API integration.Integration

Salesforce Connected App: Secure Your API Integrations

Think of a Salesforce Connected App as a digital ID card for your external software. It is your control panel for...

· 5 min readA visual guide illustrating the step-by-step process of building a Salesforce OmniScript interface.Admin

Salesforce OmniScript Guide - Build Guided User Experiences

Tired of building multi-step flows with custom code? Salesforce OmniScript is a drag-and-drop tool for building wizards...

· 4 min readDiagram illustrating the structure of a well-organized Salesforce Trigger Class handler pattern in Apex.Apex

Salesforce Trigger Class: Why and How to Use Handlers

Putting all your logic inside a trigger is how you end up with technical debt nobody wants to touch. Here is how a...

· 5 min read