Blog on Salesforce.com & Force.com

Metadata components that needs to be manually deployed in Salesforce

July 6, 2021

When you want to deploy changes from one Salesforce org to another, you can choose any of the following tools to transport changes from one Salesforce org to another Salesforce org.

Change Sets
Force.com Migration Tool (ANT based)
SFDX Command Line Tool
Microsoft VS Code with Salesforce Extensions
3rd Party AppExchange Product (e.g. Dreamfactory)

All these tools use Metadata API to extract and deploy changes. (Tools like “Force.com Migration Tool” can also be used to automate the backup your Salesforce org’s configuration).

Step-by-Step Guide To Consent Management in Salesforce

June 29, 2021

In today’s digital economy, it is more important than ever for businesses to ensure that their customers trust them. And one of the core pillars of establishing this trust is to ensure that businesses are handling their customers data with utmost care.

On one side, businesses want to collect as much data about their customers as they can to ensure that they can wow their customers by providing a personalized, tailor-made experience and on the other side, they also need to ensure that this data is not misused or abused.

Step By Step Guide To Salesforce Files

June 22, 2021

With Salesforce Files, your users can upload files in Salesforce, preview, share and collaborate on files, attach files to records, store files privately, manage version updates, and follow files that are important to you. You can also make files available publicly via a link.

The file engagement related list shows how many times the file has been viewed and downloaded. You can create libraries, attach files, and expose it to your Partner and Customer Community users also.

Step By Step Guide to Creating Schedule-Triggered Flow in Salesforce

June 15, 2021

Introduced in Salesforce Winter ’20 release, Schedule-Triggered Flow in Salesforce is one of the many types of Flows that you can use to automate your business processes. You can set this Flow to run at a specific time at:

Once
Daily or
Weekly

With schedule-triggered Flows, you can potentially avoid using Apex Schedule Jobs using Batch Apex. Now you have the option of meeting repetitive business requirements without using the development capabilities of the platform. For example, sending birthday greetings every morning to customers who have their birthdays on that day, or closing Cases every night that are in a specific status after a certain number of days has passed.

Development & Release Management Flow for Salesforce

June 8, 2021

Implementing Salesforce or already using Salesforce? Do you have a well-defined development & release management process to ensure that you are doing it the right way, using all the proper tools & technologies, automating processes where it can and should be automated?

Do you have a proper process to ensure that you are building an optimal solution on Salesforce, leveraging on the platform’s features and capabilities, not incurring technical debt and not cutting corners on best practices?

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