Introduction Are you struggling to make sense of your Salesforce data? We specialize in building powerful, dynamic Salesforce Reports and Dashboards that bring your business metrics to life. Whether you are in Sales, Marketing, Customer Support, or Finance—our custom-built dashboards will help you monitor, analyze, and take action faster. Why Choose Our Salesforce Reporting Services? […]
Tag Archives: Salesforce Connect
When working with bulk data in Salesforce, triggers and batch jobs can quickly run into governor limits. In this blog post, I’ll share a powerful pattern using Queueable Apex to safely and efficiently process large datasets and upsert Account records from a custom object LargeDataImport__c. 🧠 Use Case Imagine you’re importing thousands of external records […]
In the world of B2B commerce, intuitive and scalable navigation is everything. When dealing with a wide range of product categories and subcategories, a dynamic and hierarchical menu structure becomes critical. In this post, we’ll walk through building a multi-level navigational menu using Lightning Web Components (LWC) and Apex in Salesforce, based on product categories […]
IntroductionThe Salesforce Summer ’25 release is just around the corner, and it promises to redefine how businesses leverage CRM with cutting-edge AI, automation, and industry-specific innovations. Whether you’re an admin, developer, or end-user, these updates are designed to streamline workflows, enhance security, and drive smarter decisions. Let’s dive into the most anticipated features! 1. AI […]
Introduction In real-world business operations, ensuring that shipments are scheduled only on working days (Monday–Friday, excluding holidays) is crucial. If an order is scheduled to ship on a weekend or holiday, the system should automatically adjust it to the next valid business day. This blog explains an Apex utility class that helps determine whether a […]
Introduction Salesforce stores files using several key objects: ContentVersion, ContentDocument, ContentDocumentLink, ContentDocumentFeed, and ContentDocumentHistory. However, in most use cases, we primarily work with the first three—ContentVersion, ContentDocument, and ContentDocumentLink. What Are These Objects? Relationship Among These Objects Efficient vs. Inefficient Querying Inefficient Approach If you want to retrieve ContentVersion details of a record, a common […]
Integrating Salesforce with external systems is essential for businesses to synchronize data, automate workflows, and improve overall efficiency. This guide covers everything from the basics of Salesforce integration to advanced concepts, ensuring you become an expert in connecting Salesforce with various applications. Why Salesforce Integration Matters Integration allows Salesforce to seamlessly communicate with other platforms […]