Articles - Page 37

OpenID vs OAuth - Authentication vs Authorization

Ever get stuck in the Salesforce setup menu wondering if you need OpenID or OAuth? One is like a valet key and the...

Build Better Salesforce Web Portals with Dynamic CRM Data

Most customer portals are just glorified contact forms that don't actually talk to your data. I'm breaking down...

Salesforce OAuth Explained: Secure Your API Integrations

Most of us just copy and paste Salesforce OAuth settings and hope for the best, but it is actually the backbone of...

How Admins Use Business Analysis Skills Effectively — Podcast Takeaways | Salesforce business analysis

Understanding Salesforce trigger events for better Apex code

Picking the wrong trigger event can mess up your data and hit governor limits fast. I will show you how to choose...

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...

Add a Lightning component in Visualforce using Lightning Out

If you are working with legacy pages but want modern features, you do not need a full rewrite. I will show you how...

Master the Salesforce sharing model: OWD to manual sharing

Setting up record access can get messy if you don't have a plan. This guide breaks down the Salesforce sharing...

How to Set Up Agentforce Experience Cloud for Self-Service

Stop making your customers wait in queues for basic policy questions. This guide shows you how to get an...

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...

Salesforce advanced reporting: Beyond basic report types

Tired of basic reports that don't show the full picture? I'll show you how to use tools like cross filters and...

Screen Flow vs Autolaunched Flow - Differences and Use Cases

Choosing between a Screen Flow and an Autolaunched Flow is a common hurdle for admins. This guide breaks down when...