Introduction to Salesforce Dashboard Auto-Refresh Salesforce dashboards help organizations track KPIs, sales funnels, service queues, and performance trends. However, Salesforce does not automatically refresh dashboards in Lightning. Users may see outdated data unless they manually click Refresh. This manual effort becomes inefficient when: That’s why solutions that refresh dashboard automatically in 15 minutes have become …
REQUIREMENT I am trying to override the Automated Process user with another user for a platform event. SOLUTION There is a solution is Salesforce, Salesforce documentation says: In accordance with the second article, we can try to accomplish the goal by: In this example, I am gonna explain the second approach, the first approach is …
A company may have two (or more) Salesforce orgs for several strategic, operational, or technical reasons like Mergers & Acquisitions, Business Unit or Subsidiary Separation, Security & Data Isolation Requirements, Performance and Scalability or Org Specialization. This will lead to synchronize the data between the orgs. Here we will evaluate best options to achieve the …
How can we sync the objects across 2 Salesforce ORGS? Read More »
Did you know that up to 70% of CRM implementations fail due to poor user adoption? (Harvard Business Review). That means even the most powerful tools like Salesforce can become expensive mistakes if users don’t embrace them. But how do you know early on if your Salesforce adoption strategy is working? Well, you can measure …
What Are Some Early Indicators Of Success When Measuring User Adoption Of Salesforce? Read More »
Question When implementing complex outbound integrations in Salesforce, one common approach is using staging objects to manage data flow between systems. Now, question is do we need it always – is it good practice or bad. Recommendation We can SKIP using staging object if requirement is simple like “Fire and Forget” or just quick processing …
Using a ‘staging object’ for an outbound integration in Salesforce – Good or Bad? Read More »
// Create an email message objectMessaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();String emailAddress = (String) obj.get(‘Email’);// String[] toAddresses = new String[] {obj.Email};String[] toAddresses = new String[] {emailAddress};/*mail.setToAddresses(toAddresses);mail.setSubject(subject);mail.setHtmlBody(body);mail.setWhatId(c.Id);*/mail.setTemplateId(templateId);mail.setTargetObjectId(obj.Id);
Description This issue you may encounter in apex class if you have query like this: The following query is not returning any number of records: Lead l = [SELECT Id FROM Lead WHERE Id = : recordId]; The error “List has no rows for assignment to SObject” occurs when query doesn’t return any rows. Possible Reason …
Understand the error – System.QueryException: List has no rows for assignment to SObject Read More »
Requirement In this post, we are going to explore how can we create design properties in lightning web components. It gives ability to setup some basic default setting while dragging the LWC anywhere. Practically, it is super helpful in experience cloud/community development. Example In below given example, we want to pass the recordId dynamically from …
To retrieve the name of the object from a record’s Id in Apex, you can use the Id.getSObjectType() method. This method helps identify the type of Salesforce object associated with a given record Id. Steps to Get the Object Name from Id 1. Use getSObjectType() The Id.getSObjectType() method returns the Schema.SObjectType for the given Id. …
