Ownership alignment is a critical part of maintaining clean and consistent data in Salesforce. When ownership of an Account changes—whether due to a reassignment, team shift, or territory realignment—it’s essential that all associated records follow suit. One of the most common downstream dependencies? The related Contact records. In this blog, we implement a Salesforce Apex […]
Sync Contact Owner with Account Owner Read More »
Maintaining data consistency across related records is essential in Salesforce—especially when ownership drives visibility, access, and accountability. One such important relationship exists between Accounts and Contacts. When an Account owner changes, it’s best practice to automatically update the owners of all related Contacts as well. This blog presents an optimized version of this automation using
Sync Contact Owner Using Maps Read More »
Managing user access and permissions in Salesforce goes beyond just assigning profiles and roles. Public groups are often used to streamline sharing rules, report folders, email alerts, and more. But as your org scales, manually adding every new admin to the correct public group becomes time-consuming and error-prone. In this blog, we walk through a
Add Active Admin Users to Group Read More »
Ensuring data consistency across industry-specific records is crucial in Salesforce—especially when different industries require different field values, lead sources, or qualification criteria. In this blog, we focus on automating field updates for Leads in the Healthcare industry using a simple yet powerful before update Apex trigger. This trigger detects when a Lead is being updated
Set Lead Source and Fields for Healthcare Industry Read More »
Preparing for a Salesforce interview can be overwhelming, especially with the platform’s vast ecosystem of tools, features, and best practices. This blog, “Detailed Salesforce Interview Questions and Answers,” is your ultimate guide to tackling real-world Salesforce interview scenarios with confidence. Whether you’re a beginner, intermediate, or experienced professional, this curated list covers Admin, Developer, Apex,
Detailed Interview Questions and Answers Read More »
Efficient task management is essential to productivity, especially in Salesforce where users rely on timely follow-ups, scheduled calls, and to-do lists to keep business moving forward. However, when Tasks are created manually or via automation, users sometimes forget to assign a Priority—leading to miscommunication or low visibility of important activities. In this blog, we walk
Whenever a Task is created, set the Priority to High. Read More »
Lead management is the heart of every successful sales process. But when teams update Lead records—such as assigning owners, updating phone numbers, or changing lead sources—they often forget to change the Lead Status. This can cause serious problems down the line: leads get lost in the pipeline, reporting becomes inaccurate, and sales reps lose track
Whenever a Lead record is updated, set the Lead Status to Working-Contacted. Read More »
