How to bypass two factor authentication for Salesforce login?
Problem Workaround
Flow not triggering on Data Import
Question I have a flow that is set to perform some set of action when Account is created. It is working expected when I am inserting manually however when doing the same using Data Import wizard, it is not working. What could be the reason? Solution While importing the data using Import Wizard, we need …
Field ‘Number__c’ can not be grouped in a query call
About this Error The error “Field cannot be grouped in a query call” indicates that the field is not groupable in SOQL in Salesforce. This typically happens when the field is of a type that does not support the GROUP BY operation in the query. Common Non-Groupable Field Types Confirm Field Groupability using Apex Use …
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Can we change the ParentId of EmailMessage Record in Salesforce
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 …
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Query list of apps installed in Salesforce
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.
Bulk Lead Conversion using Apex
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 …
Approval Process is not Triggering Flow
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
Salesforce Flow – Best Practices
How Salesforce Customer Portals Benefit Online Businesses
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 …
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Data quality & setup prerequisites needed to make Agentforce work effectively
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 …
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