Consultants

Order of Execution (Rules, Triggers etc.) in Salesforce & Debug Log

Salesforce has a bunch of rules that can be defined on objects and fields. For example you can define validation rules, workflow rules, proess builder, flows, assignment rules, escalation rules, auto-response rules, triggers etc.

Whether you are an adminsitrator, consultant, developer or architect – it is important for you to understand the order in which these rules and triggers are executed.

The following picture depicts the order of execution visually. (For finer details, please click here). More

How To Configure a Custom Domain for Your Community

If you are using Salesforce Community, you can change the community URL to be your branded URL. For example, when you create a community on Salesforce, by default the URL is going to be something like <name>.force.com or let’s say asagarwal.force.com. But you can change this to customers.asagarwal.com or whatever that you want it to be as long as you own that domain. And it is really simple to achieve this (say about 10-15 minutes effort or less)

Custom Domain for Salesforce Community

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Step By Step Guide To Delegated Administration in Salesforce

Salesforce Delegated AdministrationUse Delegated Administration in your Salesforce Org to grant a group of users the privileges to create/manage users within their own department or Business Unit without giving them System Admin privileges. 

Delegated Administration, as the name suggests, means delegating some of your administrative duties to others. More

20 Different Monitoring & Auditing Tools in Salesforce

There are quite a few Monitoring & Auditing tools in Salesforce to help you keep your Salesforce org healthy, secure, operational & efficient. With these tools, Admins and developers can monitor the configuration and usage and troubleshoot errors. Also they can report & block unusual user activity and/or set up notifications.

If you’ve ever watched a movie with a superhero, they usually manage to pull out the best gadgets at the right time. More

How to Link Account, Contact & Lead in Salesforce to Twitter

Social Accounts, Contacts and Leads is another useful & productivity feature of Salesforce. As the name suggests, it is available for Account, Contact and Lead objects. Once enabled company and individual’s Twitter profiles can be associated with the respective Account or Lead and Contact records in Salesforce. It is very beneficial for users as it gives easy access to social intelligence to serve prospects and customers better.  More

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