Category: Salesforce

  • What are Edge Containers?

    Introduction Edge containers are a resource for cloud computing that is located closer to the users to avoid latency and improve user experience. The containers are ideal for running applications on edge devices with modern technology like AI and IoT. The number of devices increases day by day, and the demand for smart devices is…

  • How to Control Access to the Org in Salesforce

    Introduction In layman’s terms, the organization-level security controls who can access the org, from where, and when. The org-level security settings form the broadest and the most accessible security configuration that can be performed on the org. It includes setting password policies, limiting IP addresses, and the times at which Users can log in, to…

  • How to Guide Users through Business Processes using Flow Builder in Salesforce

    Introduction Flow is an automation tool in Salesforce that empowers us to build complex business processes using clicks, not code. Examples: Sending an email, posting a chatter, updating a record, and so much more. Important Terminologies Before we start creating flows, let’s familiarize ourselves with key terminologies. Salesforce Flow This is the umbrella term in…

  • Multiple Currency Settings in Salesforce

    Introduction Salesforce has a solution for everything! You’ll know what I’m talking about soon. For example, the headquarters of a Tech Company, ABC Tech, is situated in San Jose, but they’re setting up offices worldwide. This would mean that the office in India would need their currency setting to be in Indian Rupees (INR) and…

  • Picklists in Salesforce

    Introduction Now and then, specific fields in your org may have values that are limited to a specified set. For example, a cafe has a Product, Coffee. Instead of the customer guessing what coffee is available, they could select the kind of coffee they need from a list of available coffee. The picklist field, Coffee,…

  • Regional Settings in Salesforce

    Company Settings Company Settings in Salesforce is the compilation of all the information about the organization. It’s usually filled in when the org is set up, but as the company moves operations or expands globally, we’ll need to update it. Before we learn to update the Company Settings, let’s see what it consists of: Locale…

  • External Services in Salesforce

    Introduction What if there’s a way to make API integrations in Salesforce without a single line of code? Make way for External Services! As Admins, terms like API and Integration may seem daunting, but not anymore. Let’s find out why. What are External Services? External Services is a low code, Salesforce integration product that lets…

  • Process Builder in Salesforce

    Introduction Process Builder enables us, Admins, to focus on more important matters by automating monotonous business processes, such as: Record updates Record creation Posting on chatter Launching or triggering a flow Invoking another process Sending an email alert Let’s get to know this tool with a simple example: When we change the Address of an…

  • How to Build a Battle Station App in Salesforce

    Introduction We’re on a critical mission. The CEO of Obliteration Ltd., Dark Lord, banished the last Salesforce Admin for the grave error they made in an org that destroyed a battle station by our mortal enemies with a single shot to an exposed dark engine port. We’ve been assigned to manage the construction of a…

  • How to Build a Suggestions App in Salesforce

    Introduction We’ve come a long way, and we got to learn quite a bit on this journey. Let’s use all the valuable admin skills we’ve acquired so far to create an App! This App needs no coding. We’ll be taking advantage of the point-and-click tools offered by Salesforce to create this App. The employees of…