Saw a few of my fellow bloggers coming up with their Top <n> posts of the year 2020 and so I thought about publishing one for my blog also.
So here are my top 10 blog posts of the year 2020 based on Google Analytics & PDF Downloads.
Salesforce has a bunch of rules such as Validation Rules, Workflow Rules, Escalation Rules, Process Builder, etc that can be defined on objects and fields. It is imperative to understand the order in which these rules and triggers are executed regardless of your role. This blog includes an infographic that depicts the order of execution visually. Something that you can download, print, and keep in front of you when designing solutions on Salesforce.
If you have implemented Single Sign-On (or SSO), you may want your SSO to be the single & only place to control user access. In that case you will need to disable users’ direct login to Salesforce and this blog will tell you exactly how do that.
This step-by-step guide teaches you exactly how to connect to Salesforce from an external application such as Java. In this blog post, I have stitched together complete step-by-step instructions with screenshots on how to download, install, configure and use Salesforce REST API to connect from a java program and execute some basic transactions (query, insert, update, delete records).
Even if you are not a developer, you can still learn the basics of Salesforce REST API in just under 60 minutes. Here is a step-by-step do-it-yourself (DIY) guide on how to make REST API calls and interact with Salesforce without writing a single line of code.
If the Organization-Wide Settings (OWD) in your Salesforce Org is set to anything other than “Public Read/Write” for any of the standard or custom objects then it is more than likely that you will need to set up some sharing rules to share these records with other users. This blog contains a checklist of all the different ways (22 that I could think of) in which you can share records in Salesforce and choose the one that best meets your requirements.
Sometimes you would want to lock records in Salesforce so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. This blog presents a full-proof solution of exactly how to lock records in Salesforce.
A “Salesforce Instance” is the data center/server that hosts your Salesforce Org. There are multiple servers across the world to serve different geographies. You should be aware of where exactly in the world is your instance located. Follow this blog to quickly learn the whereabouts of your instance and its location.
This blog post is an attempt to lay the land to understand the whole spectrum of Salesforce Outlook Integration. It helps you learn what are the various options in this feature followed by a step-by-step guide on how to actually use them.
Salesforce Certified Administrator is one of the basic exams that you need to pass in order to qualify for other Salesforce Certifications. This exam is usually the starting point for all aspirants looking to build a career in Salesforce. This comprehensive guide includes links to Trailhead modules, help articles, implementation guides, videos, white-papers, PDFs, and everything else that we think is going to be helpful.
When working on Salesforce projects (or any other IT project), you will require access to a set of different tools and technologies for various purposes such as diagramming tools, project management, screen mockup tools, documentation, etc. This page lists the best and most popular resources & tools (grouped under different categories) that I have picked based on their reviews on various websites. Take a look and make a choice!