Author name: Himanshu

Tracking revenue at the account level is a foundational need for most Salesforce implementations. Whether you’re managing B2B sales, enterprise partnerships, or long-term client engagements, having a real-time reflection of all related deals helps teams stay aligned, make smarter decisions, and trust their dashboards. In this blog, we explore a powerful Apex trigger that automatically […]

Leads are the lifeblood of any sales pipeline, but capturing them is only the first step. The real game-changer lies in timely follow-up—reaching out while the lead is still warm, interested, and active. However, with so many daily responsibilities, it’s easy for sales reps to miss that crucial first touchpoint. That’s where automation comes in.

In a high-performing sales organization, the close of a deal is only the beginning of the next set of responsibilities. Whether it’s revenue splitting, onboarding, or internal handovers, post-sales workflows must be clear and immediate. That’s where Salesforce automation steps in. In this blog, we walk through a powerful and practical Apex trigger that automatically

When it comes to case management in Salesforce, not all cases are created equal—and the channel through which a case is raised often signals how urgent it is. For instance, a support request made over the phone is typically more time-sensitive than one submitted via email or web. To help prioritize customer service efforts more

Updating field values based on business logic is one of the most common and powerful use cases for Apex triggers in Salesforce. But when these updates happen during the after update context, there’s a risk of recursion—a situation where a trigger causes itself to re-fire repeatedly. This can lead to infinite loops, governor limit exceptions,

Building error-resilient automations in Salesforce isn’t just about writing functional code—it’s about making sure your logic fails gracefully when things don’t go as expected. Whether it’s due to missing required fields, validation rule conflicts, or custom logic restrictions, handling insert errors in Apex triggers is essential for a smooth user experience. This blog walks through

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

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

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

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