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Page 9 of 39 · 464 articles

Salesforce APIs: Complete Guide to REST, SOAP, Bulk, Tooling & StreamingIntegration

Salesforce APIs: Complete Guide to REST, SOAP, Bulk, Tooling & Streaming

Salesforce ships nine different APIs for nine different jobs. This pillar maps each API to its right use case: REST for...

· 6 min read
Salesforce Flow: The Complete Guide to Declarative AutomationFlow

Salesforce Flow: The Complete Guide to Declarative Automation

Salesforce Flow has replaced Workflow Rules and Process Builder. This pillar covers the four flow types, when to use...

· 6 min read
Apex: The Complete Guide to Salesforce's Programming LanguageApex

Apex: The Complete Guide to Salesforce's Programming Language

Apex is Salesforce's strongly-typed, server-side language. This pillar covers data types, triggers, async patterns,...

· 6 min read
SOQL: The Complete Guide to Salesforce Object Query LanguageApex

SOQL: The Complete Guide to Salesforce Object Query Language

SOQL is the SQL-flavored query language Salesforce ships for reading data. This pillar page covers every operator,...

· 6 min read
Agentforce Service Agent: What It Is, How to Set It Up, and LimitsAgentforce & AI

Agentforce Service Agent: What It Is, How to Set It Up, and Limits

Salesforce Agentforce Service Agent answers customer questions autonomously. Here's what it can and can't do, the...

· 6 min read
Apex String Class: 30 Methods Salesforce Developers Use DailyApex

Apex String Class: 30 Methods Salesforce Developers Use Daily

Every Apex String method that matters in real code: split, join, contains, trim, escape, format, and the ones that...

· 5 min read
Salesforce UAT: Sandbox Setup, Testing Process & Sign-Off ChecklistDevOps

Salesforce UAT: Sandbox Setup, Testing Process & Sign-Off Checklist

User Acceptance Testing in Salesforce: which sandbox to use, how to write test scripts, who signs off, and the...

· 6 min read
Types of Apex Triggers in Salesforce: Before, After & 7 Trigger EventsApex

Types of Apex Triggers in Salesforce: Before, After & 7 Trigger Events

Apex triggers come in two timing variants (before and after) and seven event types. Knowing which to use prevents...

· 5 min read
Salesforce Validation Rules: 12 Examples & Best PracticesAdmin

Salesforce Validation Rules: 12 Examples & Best Practices

Twelve copy-paste Salesforce validation rules covering required-field logic, regex patterns, role-based exceptions,...

· 5 min read
How to Export a Salesforce Report to Excel: 4 Methods ComparedAdmin

How to Export a Salesforce Report to Excel: 4 Methods Compared

Four ways to get a Salesforce report into Excel: Lightning Export, Printable View, scheduled email subscription, and...

· 5 min read
SOQL CONTAINS vs LIKE vs INCLUDES: When to Use Each OperatorApex

SOQL CONTAINS vs LIKE vs INCLUDES: When to Use Each Operator

SOQL has no CONTAINS keyword. Most queries reaching for one want LIKE with wildcards, or INCLUDES for a multi-select...

· 4 min read
SOQL NOT IN, NOT EQUAL & NOT LIKE: Exclusion Patterns ExplainedApex

SOQL NOT IN, NOT EQUAL & NOT LIKE: Exclusion Patterns Explained

Three ways to exclude records in SOQL: NOT IN with subqueries, != / <> for direct comparison, and NOT LIKE for pattern...

· 5 min read