Author name: Himanshu

Share Accounts with Standard Users.

When working with a Private Organization-Wide Default (OWD) setting for the Account object in Salesforce, maintaining security and access control is essential. However, it often introduces a challenge: newly created records are visible only to the owner, limiting collaboration across departments or teams. If your use case requires automatic sharing of records—particularly with users on […]

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Prevent Duplicate Contacts by Email

Maintaining clean and reliable data in Salesforce is critical, especially when dealing with standard objects like Contacts. One of the most common data hygiene issues faced by organizations is the creation of duplicate Contact records, often due to users entering the same email address multiple times. These duplicates can clutter your database, confuse sales reps,

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Restrict Case Deletion to System Admins

In any Salesforce implementation, data integrity and access control are key pillars of system security. While Salesforce provides standard profiles and permission sets to control user access, there are times when you need to go beyond declarative settings and introduce custom logic—especially when it comes to sensitive actions like record deletion. This blog showcases a

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Prevent Contact Creation Without Parent Account

In Salesforce, Contacts are often tied to the Account object in a parent-child relationship. This linkage not only helps maintain data hierarchy but also plays a crucial role in reporting, security, and automation. However, users occasionally create orphaned Contacts—Contacts without an associated Account—either by oversight or during mass data loads. These “floating” records often lead

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Prevent Duplicate Contact Creation by Email

Duplicate records are one of the biggest threats to maintaining clean, reliable CRM data. When the same Contact exists multiple times with identical information—especially key fields like Email, Last Name, and Phone—it can result in broken communication flows, poor customer experience, inaccurate reporting, and wasted sales effort. In this blog, we’ll walk through a before

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Update Opportunity Amount Based on Stage Change

When it comes to managing Opportunities in Salesforce, accuracy in revenue forecasting and seamless team collaboration are critical. Often, sales reps update an Opportunity’s stage but forget to revise the Amount field accordingly, leading to inconsistent forecasts. Similarly, once a deal is marked as “Closed Won,” there’s usually a need to notify downstream teams to

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