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 …

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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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