Hello Trailblazers! In the area of Salesforce data management, maintaining data accuracy and integrity is paramount. Duplicate records not only clutter databases but also lead to inefficiencies in sales, marketing, and customer service processes. To address this challenge, Salesforce offers Duplicate Rules, a powerful feature designed to identify and prevent the creation of duplicate records. […]
Posts Tagged ‘Blogs’
Understanding Matching Rules in Salesforce
Hello Trailblazers! In the area of Salesforce data management, ensuring data accuracy and integrity is paramount. One of the critical aspects of maintaining clean data is identifying and merging duplicate records efficiently. This is where Matching Rules come into play. In this blog, we’ll learn Matching Rules in Salesforce, exploring their significance and implementation. So […]
Simplifying Address Management with Apex Triggers in Salesforce
Hello Trailblazers! In Salesforce, managing addresses can sometimes be a tedious task, especially when dealing with duplicate data or ensuring consistency across different records. However, with the power of Apex triggers, we can automate address management processes to streamline operations and improve data accuracy. In this blog, we’ll explore how to use an Apex trigger […]
Template Rendering in Lightning Web Components (LWC) Salesforce
Hello Trailblazers! In the realm of Salesforce development, Lightning Web Components (LWC) have emerged as a powerful tool for building dynamic and interactive user interfaces. At the heart of LWC lies its template rendering system, which governs how components display data and respond to user interactions. In this blog, we’ll learn about template rendering or […]
Mastering Lightning Record Edit Form in LWC Salesforce
Hello Trailblazers… In the world of Salesforce development, Lightning Web Components (LWC) have revolutionized the way we build user interfaces. One of the key components in our toolkit is the Lightning Record Edit Form, which simplifies the process of editing records in Salesforce. In this blog, we’ll delve into the ins and outs of the […]
Healthcare Blogs: 7 Tips for Finding Article Topics That Resonate
We’ve written before about how crucial healthcare blogs can be to your organization’s messaging and outreach strategies. However, it’s not enough just to have a blog. Your team also has to contribute to it regularly. You likely should be posting at least once a week. But that number may be higher if you’re in a […]
Introduction to the Salesforce Queues
Hello, Trailblazers! In this blog post, we’ll learn: What are Salesforce Queues? What is the Purpose of Queues? Permissions in the Salesforce Queue. Advantages of Salesforce Queues. Some important points. So let’s get started… What are Salesforce Queues? Salesforce queues are virtual containers within the Salesforce platform that hold records, such as leads, cases, […]
Automating the Survey Invitations with Flows
Hello Trailblazers! With Salesforce Survey, gaining valuable insights and feedback from your audience becomes a seamless and insightful experience. In this blog post, we’ll learn how we can Automate Survey Invitations with the help of Flows. This innovative capability empowers you to integrate surveys into your Salesforce Flows effortlessly, ensuring timely and targeted feedback collection. […]
How to Analyze Salesforce Survey Responses?
Hello Trailblazers, In the previous parts of this blog, we learned how to create Salesforce Survey forms and how to send your forms to your audiences to get their responses. If you did not read it, you can read them here: Part 1 and Part 2. In this blog, we’ll learn how to analyze the […]
Apex Trigger for Custom Validation in Salesforce
Hello, Trailblazers. In this blog post, we will learn how to write an Apex Trigger for Custom Validations. Acceptance Criteria: Write an Apex Trigger to restrict the Payment until the Final Quote is “Approved”. To solve this, we have custom objects named Payment__c and Final_Quote__c in a lookup relationship with each other. Its lookup field […]
How to Schedule an Apex Batch Class in Salesforce ?
Hello Trailblazers, In this blog post, we will learn how to schedule an apex Batch Class in Salesforce. Acceptance Criteria: Write an Apex batch Class to delete all the Contact records older than 1 year. Schedule the batch to delete records automatically. If you want to learn how to write a simple batch class, you […]
How to Send Emails Using Schedulable Apex ?
Hello Trailblazers, In this blog post, we will learn how to send reminder Emails using Schedulable Apex Batch Class. Acceptance Criteria: Write an Apex Batch to send a reminder email to the owner when the Product due is near. Schedule this apex batch to send automatic emails to the owner. If you want to learn […]