Infographics

Solution Options for Inbound Integration to Salesforce

What are the different solution options for Inbound Integration to Salesforce? That is sending data from external systems into Salesforce? Here is the list of options to choose from.

  1. Salesforce APIs
  2. Custom Apex Class
  3. Platform Events
  4. File Based Integration
  5. Other Salesforce/3rd Party Products

References & Useful URLs

3 Ways to Send Email from Salesforce Flow

#1MinuteTip There are three ways or options to send emails from Flow. Create Classic or Lightning Email template and create an Email Alert (this is what we have traditionally done for sending emails from Workflow Rules or Process Builder) and then you can use those email alerts in Flow to send email. The benefit of this approach is that you can leverage your existing templates and email alerts.

Or you can directly use the ‘Send Email’ option in Action Element of Flow. Optionally use resource type of ‘Text Template’ to define the email body and merge field syntax to dynamically populate field values at run time.

References & Useful URLs

Salesforce Release Lifecycle Stages – Pilot, Beta & GA

#1MinuteTip A Salesforce feature release goes through three different stages in its lifecycle. Here is what these stages look like:

  1. Pilot – Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.
  2. BETA – Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. BETA features might require additional enabling by a System Admin and are accompanied by verbiage that clarifies the feature is in BETA status. BETA features are normally unsupported or given very limited Support as they are not yet fully functional or finished features.
  3. Generally Available (GA) – Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release. This is considered Generally Available (GA). GA features are considered fully functional and, in most cases, fully supported.
Salesforce Release Lifecycle Stages - Pilot, Beta & GA

References & Useful URLs

Salesforce Order of Execution Overview

#1MinuteTip In Salesforce, when you save a record, it goes through a series of steps before the record gets saved. For example, you may have defined triggers, workflow rules, flows, assignment rules, escalation rules etc. on your object. It will be important to know and understand the sequence in which these different components will get executed.

Here is a nice pictorial presentation from Salesforce Architects on the order in which different components are executed. You may want to take a print out and keep it front of you when designing the solution.

Salesforce Order of Execution Overview
Image Source: https://architect.salesforce.com/fundamentals/architecture-basics

References & Useful URLs

21 Different Monitoring & Auditing Tools in Salesforce

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.

As an Architect, Admin, Consultant or Developer you need to be aware of these tools and should know when and how to make good use of them. But let’s start with the first step – that is being aware of all the tools that you have in your arsenal.