Winter’20 Release – Flow Builder Highlights

Winter'20 Release has got a lot of updates to the Flow Builder.  This post is purely about the Flow Builder new features.  Check out the rest of the Winter'20 Release highlights in the other article I've written. Start a Flow on a Schedule Now you can schedule an auto-launched flow to start on a particular …

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Best Method to Integrate WhatsApp with Salesforce

I was looking at various options available to integrate WhatsApp with Salesforce for one of the requirements in my projects.  In this article, I will be sharing my findings with pros and cons for each method and also the best solution out there in the market. Basically, there are 2 ways to integrate WhatsApp (in …

Salesforce + Communication Platform as a Service = More Efficient

Salesforce as a CRM tool handles all the customer data and the key customer relationship management using a wide range of out of the box features.  But more often than not, the conversations with the customers like closing deals, resolving customer support cases, engaging with the new leads, investor relationships, team collaboration, etc happens outside …

Spring 19 Release Highlights

January Spring 19 Release Highlights - Lightning Developer Week 2019

Send and Receive SMS within Salesforce

SMS is a great way for companies to connect to their customers or leads and should be included in all communication strategies be it Sales, Service or Marketing.  SMS has a 100% chance of reaching the customers compared to an email which often has to go through a lot of spam filters before reaching the …

Spring 18 Release – Dashboard Enhancements

It is new year time, so another Spring release of Salesforce.  The Sandbox Preview window for Spring ‘18 is scheduled to begin January 5, 2018.  I have gone through the huge release notes and providing you the highlights of the release categorizing them into Lightning Experience features, Report Builder and Dashboard Enhancements. Read Spring 18 - Lightning …

A Tip A Day #31 – Lightning Data Service

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #31 - Lightning Data Service If you are looking for SalesforceDX and Migration to SalesforceDX, it is here Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #30 – SalesforceDX Demo

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #30 - SalesforceDX Demo You may want to look at SaleseforceDX intro before checking out the demo. Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #29 – All about SalesforceDX

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #29 - SalesforceDX and Migration to SalesforceDX Check out the demo of Salesforce DX here Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #27 – Chatter for Knowledge Management & Collaboration

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #27 - Chatter for Knowledge Management & Collaboration Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #26 – Salesforce Shield

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #26 - Salesforce Shield Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #24 – 3 Ways to delete an Apex class from Production

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #24 - THREE Ways to remove an Apex class from Production In a scenario, you no longer want to use the functionality in your apex class remove it from your Salesforce production org, so as to reduce the …

A Tip A Day #23 – 5 Ways To Stop Trigger In Production

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #23 - FIVE Ways To Stop Trigger In Production In a scenario, you no longer want to use the functionality in your trigger and want to turn it off in your Salesforce production org, as in make …

A Tip A Day #20 – Deploy while running Scheduled Jobs

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #20 - Deploy while running Scheduled Jobs While deploying an apex class via change sets or Force.com IDE, you sometimes receive one of these error messages - "Schedulable class has jobs pending or in progress" " …

A Tip A Day #19 – Set Currency of User

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #19 - Set Currency of User I have a user whose current Currency is set as SGD - Singapore Dollar Requirement The requirement is now to change the Currency of the user to USD.  Simple? I thought …

A Tip A Day #17 – Upload Records with Inactive Owner

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #17 - Upload Records with Inactive Owner Recently I was migrating few old records into Salesforce using Data loader.  The upload csv file had of course Record Owner field referring to the User record.  I got …

A Tip A Day #16 – Report on Duplicate Records in Salesforce

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning!  Day #16 - Report on Duplicate Records in Salesforce Salesforce has configuration setup to identify duplicate records when users create new records.  While setting it up, you have an option to 1) alert the user about it and …

A Tip A Day #14 – Data Load Date and DateTime Fields

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning!  Day #14 - Data Load Date / DateTime Fields into Salesforce While data loading any Date fields into Salesforce, remember to include the TIMEZONE as well in your csv file.  If you miss the time zone, it …

A Tip A Day #13 – Data Load Non-English Characters into Salesforce

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning!  Day #3 - Data Load Non-English Characters If your csv file has Non-English characters (eg: Chinese characters) to data load into Salesforce.  Then are 2 settings you need to set for that data to load into Salesforce …

Reports and Dashboards Enhancements – Released in Summer’17

I found this post in my drafts, drafted long ago. I missed to publish - Better late than never, so posting now! #LatePost This post specifically highlights the features of Lightning Report Builder released in Summer'17! Add Dashboard Filters in Lightning Experience Add, edit, or remove filters from your Lightning Experience dashboard directly. Without dashboard filters, you’d …