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
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 […]
Introduction: The Cost of Poor Customer Service Imagine this: A growing telecom provider, was hemorrhaging customers. Their support team was overwhelmed with calls, emails, and social media complaints. Customers waited on hold for 45 minutes only to repeat their issues to multiple agents. Field technicians missed appointments, and billing disputes took weeks to resolve. Negative […]
Uncategorized
Revolutionize Your Distribution Process with a Custom Salesforce Distributor Portal: From Order to Fulfillment
Introduction: The Problem Every Distributor Faces Imagine this: GreenGro Distributors, a mid-sized company supplying organic snacks, was drowning in chaos. Orders came via email, phone calls, and even handwritten notes. Their team manually entered data into spreadsheets, leading to errors, delayed shipments, and angry customers. Cancellations were a nightmare—no one knew if inventory was already […]
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 […]
IntroductionSalesforce developers often encounter Mixed DML exceptions, but there’s confusion around when they occur. A common myth is that updating setup and non-setup objects in the same transaction triggers this error. Let’s debunk this myth and clarify best practices for writing efficient Apex code. What is a Mixed DML Exception? In Salesforce, setup objects (e.g., […]