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);

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. …

Get the SObject Name from Record Id in Apex Read More »

Problem Workaround

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 …

Flow not triggering on Data Import Read More »

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 »