In today’s digital landscape, ensuring data security is not just a best practice—it’s a necessity. As organizations store increasing amounts of sensitive information, protecting that data becomes paramount. As a leading CRM platform, Salesforce offers various mechanisms to secure sensitive data, and one of the advanced techniques is Apex Tokenization. This blog will explore tokenization, […]
Posts Tagged ‘#SalesforceDeveloper’
How to Subscribe to Salesforce Dashboards?
Hello Trailblazers! Salesforce Dashboards are powerful tools that allow users to visualize and analyze data at a glance. To stay updated on key metrics without manually checking dashboards, Salesforce provides a subscription feature. Subscribing to dashboards ensures that you and your team receive timely updates via email, helping you stay informed and make data-driven decisions. […]
How to Create a Bucket Column for the Picklist Type Field in Salesforce Report
Hello Trailblazers! Salesforce provides powerful reporting tools to analyze and visualize data effectively. Among these tools, the Bucket Field stands out as a feature that enables categorization of data directly within reports. In this blog post, we’ll focus on creating a Bucket Column specifically for Picklist type fields in Salesforce Reports, offering a step-by-step guide […]
Maximizing ROI with Experience Cloud: Best Practices for Analytics and Reporting
In today’s digital world, businesses are increasingly turning to Experience Cloud to create personalized, engaging experiences for their customers. But launching an Experience Cloud platform is just the first step. To ensure you’re getting the most value out of it, you need to be able to measure its performance. That’s where analytics and reporting come […]
Personalization to Boost Customer Engagement
In today’s digital age, personalization is key to keeping customers engaged and satisfied. Salesforce Experience Cloud offers various features that allow businesses to deliver tailored experiences, making customers feel valued and enhancing their connection with your brand. Here’s a simple guide on how to leverage personalization to boost engagement. 1. Personalization: Creating Tailored Experiences Personalization […]
Sending PDF Document via REST API in Salesforce: A Beginner’s Guide
Imagine this: You’re working in a sales team, and you need to send a professionally designed PDF quote to your client. But instead of attaching it manually, your system does it automatically at the click of a button. Seamless, isn’t it? This magic happens when Salesforce and REST API join hands to send PDF documents. […]
Methods for identifying desktop, mobile, or tablet device in the LWC component
In order to write device-specific code in Salesforce LWC (Lightning web components), we will explore different methods of detecting a device in this blog. The following methods can be used in Lightning Web Components (LWC) to identify a device or distinguish between a desktop, tablet, or mobile device: 1. Using Standard web APIs navigator.userAgent In […]
Setting Up and Customizing Experience Cloud
Access Salesforce Setup Before you begin working with Experience Cloud, ensuring that the right people have access to the right information is critical. Log in to Salesforce with administrator credentials. Open the Salesforce App Launcher and search for “Experience Cloud.” Click on Experience Cloud to open the setup page and begin managing your communities. Create […]
Experience Cloud Key Features
What is Salesforce Experience Cloud? Experience Cloud (previously called Salesforce Community Cloud) is a tool that helps businesses create websites and apps where different people like customers, partners, and employees. It allows companies to create branded communities, portals, websites, and application, all while leveraging Salesforce’s powerful CPM capabilities. Key Features and Benefits of Experience Cloud […]
Understanding External Credentials and Named Credentials in Salesforce
Imagine this: you’re on a treasure hunt. The treasure is hidden in a locked vault, and to open it, you need the right key. In Salesforce, when you need to access external systems, the key is what we call External Credentials and Named Credentials. But what exactly are they? Let’s dive into this journey together […]
Bucket Field in Salesforce: Simplify Your Data Categorization
Hello Trailblazers! Salesforce Reports are a powerful way to analyze data, and one of their most useful features is the Bucket Field. This tool allows you to group report data into categories without creating custom fields or formula fields in your Salesforce objects. Whether you’re working with large datasets or need a quick way to […]
Schema Builder in Salesforce: A Comprehensive Guide
Hello Trailblazers! Salesforce Schema Builder is a robust tool that provides a visual representation of your data model. It allows administrators and developers to view, design, and modify objects, fields, and relationships in Salesforce effortlessly. Whether you’re a seasoned Salesforce expert or a beginner, Schema Builder can simplify your work and enhance your understanding of […]