Requirement If email-to-case feature is enabled, sending email creates EmailMessage and creates or updates Case based on thread. Sometimes emails sent (from customers in a new thread) are linked to already an existing Case and you come up requirement to link the EmailMessage record with existing Case instead creating new one. Please note that EmailMessage …
Can we change the ParentId of EmailMessage Record in Salesforce Read More »
Requirement We can get the list of items in the Force.com app menu or App Launcher from the ‘AppMenuItem’ sobject. So, purpose is to get the list of apps installed from appexchange or created in a salesforce organization. Solution There is a sobject ‘PackageLicense’ represents licenses for installed managed packages.
Requirement The goal is being able to convert multiple leads into Accounts, Contacts, and Opportunities programmatically. This process utilizes the Database.LeadConvert class, which supports bulk processing to handle multiple leads efficiently. Technical Approach Using Apex for Bulk Lead Conversion Salesforce provides Database.LeadConvert in Apex which gets Lead Id as parameter and convert into Account, Contact …
Problem Statement A field is updated after Approval Process’s final step, there is flow with simple entry criteria which should qualify the flow after field update. Everything is correct but still flow is not being trigged and even debug log says same thing. Reason If Flow API version is less than 54.0, the flow will …
Salesforce Flow – Best Practices
Want to provide your customers with better support to enhance their experience and streamline your support efforts? A customer portal in Salesforce just might be the game-changing solution that your business needs. You can create a personalized space where your customers can access support, track orders, and find information at their convenience without having to …
How Salesforce Customer Portals Benefit Online Businesses Read More »
Introduction To ensure that Salesforce Einstein Bots (Agentforce) performs effectively, it’s essential to have a robust data quality framework and system configuration in place. This involves a series of data, platform, and configuration prerequisites that, when fulfilled, enable seamless operation, accurate responses, and an enhanced user experience. Here are the primary prerequisites: Data Quality and …
Data quality & setup prerequisites needed to make Agentforce work effectively Read More »
How to query Tasks of converted Lead
DESCRIPTION This error you may be facing while making a simple call to apex method from LWC and any record is being created, updated or deleted. SOLUTION If the apex method you are invoking from LWC is annotated as cacheable=true then you can not make any DML in that context. So, in order to avoid …
Too Many DML Statements 1 in LWC Apex Controller Read More »
Introduction Salesforce has introduced “Personal Labels” feature in Summer’24. Your users can create their own personal labels and tag records using that label. These organized records with can be found quickly by going into that specific label. This allows each user to organize their business critical records themselves, in their own way. These labels will …
Organize the Salesforce record by tagging using Personal Labels Read More »
