Here are the top 10 blog posts (related to Salesforce) published on this blog that gathered most views in 2022. This is based on the data provided by Google Analytics.
Salesforce Winter ’23 Release introduced “Data Table” in Salesforce Flows. With data table, you can display multiple records in a Screen-Flow, let users select one or multiple records and process the selected records based on your business requirements. Or you may just want to display a list of records without providing the option to select anything.
Whatever your use case is, learn how to create data table in Salesforce Flows in under 30 minutes with this step by step guide.
This post contains step by step guide on how to retrieve all metadata from your Salesforce Org. You may want to do this to take a backup before a major deployment or for creating the “master” branch for your Source Control system like Git.
There are a couple of different ways to retrieve metadata from a Salesforce Org. In this blog post, we have explored how to use VS Code + Salesforce Extensions for VS Code + SFDX CLI with package.xml.
If your Flow includes a DML element such as Create, Update or Delete records, or a “Submit for Approval” core action, then there is a possibility that it might fail. For example, a create or update may fail if it does not pass the validation rule. And when the flow fails, Salesforce displays a standard message in red text that reads “An unhandled fault has occurred in this flow”. But with an error message like this, users will have no clue of what happened and if they did anything wrong.
A better option is to use “Fault path” in Flow. With Fault path (a.k.a Fault Connector or Fault Line), you can display a more meaningful message and guide users on what to do. And this blog post contains step by step guide on how to use fault path in a Flow.
Introduced in Salesforce Winter ’20 release, Schedule-Triggered Flow in Salesforce is one of the types of Flow that you can use to automate your business processes. You can set this Flow to run at a specific interval like Once, Daily or Weekly.
With schedule-triggered Flows, you can potentially avoid using Apex Schedule Jobs. In this step-by-step guide, we will learn how to create a scheduled-triggered flow to close cases where the customers haven’t responded within a specified period of time.
One of the most exciting features introduced in the year 2022 is Salesforce DevOps Center. It is a tool that allows you to deploy metadata from one Salesforce Org to another. For example, deploy custom objects, apex classes, profiles etc. from Sandbox to Production. Traditionally we have used “Change Sets” to perform this task.
DevOps Center incorporates the modern DevOps best practices with a centralized user interface that is easy, visual and simple to understand (screenshots in the blog post).
This blog post contains a detailed and exhaustive step-by-step guide on getting started from scratch and have your DevOps Centre up and running in just 60-90 minutes.
This power packed guide contains how to send emails from Salesforce using Classic Email Template & Lightning Email Template. And you will also learn how to send list email (mass email).
New to Lighting Web Component (LWC)? Learn how to create a simple data entry from using Lighting Web Component (LWC) and expose the form on the UI in just under 15-20 minutes.
Even if you are an admin/consultant and do not have any development background, using this guide you will still be able to create and deploy a LWC and understand some of the basic concepts.
Custom Permissions in Salesforce are used to give access to users for certain apps or processes that you have configured and which cannot be controlled by profile or permission set directly.
A profile and a permission set control the users’ access to many entities such as objects, fields, tabs, and Visualforce pages. However, they cannot control a custom process that you have which is unique to your business. For e.g. only specific users should be able to edit an Opportunity once it is Closed Won or save records bypassing validation rules. To manage these granularities, you can leverage Custom Permissions in Salesforce. They let you define checkpoints that can be assigned to users via permission sets or profiles, in the same way how other permissions are assigned to users.
In this guide learn how to grant “Edit” permission on “Closed Won” opportunities to specific users using Custom Permission. Won’t take more than 20 – 25 minutes of your time.
An interesting blog post where we will focus on how to generate and use a QR code to manage event attendance in Salesforce. With a few declarative steps, you will not only be able to send an event registration confirmation email with QR code but also have a streamlined digital mobile solution to track who among the invited have attended the event.
One of my personal favorites, learn the basics of Salesforce REST API in the step-by-step guide of this blog post. Like how to query, create, update & delete records in Salesforce using Salesforce REST API in just under 60 minutes. And the best part is you do not need to be a developer or have any development background. An excellent guide for admins & consultants to step up and step into the amazing world of APIs.