In Salesforce, Cases come in through many different channels like Phone, Email, Web, or even Social Media. Often, you want to analyze or report on cases based on their origin so you know which channels are driving the most support requests. In this blog post, we’ll create an Apex method that: Queries all Case records […]
Group Cases By Origin Read More »
In the world of Salesforce, Opportunities represent potential revenue and Accounts are the businesses behind them. Sometimes, you want to identify all the unique accounts that are tied to high-value opportunities, such as those with revenue greater than 80,000. In this blog post, we’ll write a simple Apex method that: Pulls all Opportunity records with
Get Accounts with High Revenue Read More »
Imagine this: Your Salesforce org uses queues to manage support cases but the queue names could change depending on the environment (like Sandbox, Production, etc.). Instead of hardcoding the queue name in your Apex class, wouldn’t it be better to store it in a Custom Label and make your code dynamic? That’s what we’ll cover
Assign Case Using Custom Label Read More »
When managing support or service operations in Salesforce, you might have different queues set up for specific case types like SLA Queue, Escalation Queue, etc. But what if you want to combine all cases from two queues into a single view or report? This blog post shows you how to write a simple Apex method
Merge Case Lists from Queues Read More »
Let’s imagine you have a support team, and some cases need special attention say, anything that’s high priority and comes in through the web. Wouldn’t it be great if Salesforce could automatically assign those cases to a specific SLA Queue for faster handling? That’s exactly what we’re going to build in this post a handy Apex
Auto-Assign Case to SLA Queue Read More »
Working with Contacts in Salesforce often means dealing with Account relationships. One common scenario is when you want to check if two Contact records belong to the same Account basically, asking the question: “Do these two people work for the same company?” This is a practical and frequently-used logic in the real world for example, when
Check If Contacts Share Account Read More »
Let’s say you’re working with Leads in Salesforce and want to avoid entering the same person twice maybe someone filled out your form twice or someone on your team accidentally added a lead that already exists. In this post, we’ll walk through how to write a simple duplicate checker method using Apex that compares a
Check for Duplicate Leads in Apex Read More »
