Admins

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.

1. Change Sets
2. Force.com Migration Tool (ANT based)
3. SFDX Command Line Tool
4. Microsoft VS Code with Salesforce Extensions
5. 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).

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Metadata components that needs to be manually deployed in SalesforceRead More »

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.

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Step By Step Guide to Creating Schedule-Triggered Flow in SalesforceRead More »

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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Development & Release Management Flow for SalesforceRead More »