Author name: Himanshu

Mastering Salesforce Security: Permission Sets, Profiles, and Field-Level Security

When working within Salesforce, managing data security is more than just a best practice—it’s a necessity. For Salesforce Admins and Developers, understanding the available layers of security like Profiles, Permission Sets, and Field-Level Security is essential for protecting sensitive data and ensuring users have just the right amount of access. This guide explains these core […]

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Automating Processes: A Complete Guide to Flows and Apex Triggers

When working within Salesforce, managing data security is more than just a best practice—it’s a necessity. For Salesforce Admins and Developers, understanding the available security layers like Profiles, Permission Sets, and Field-Level Security is essential for protecting sensitive information and ensuring that users have just the right amount of access. This guide covers everything you

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Mastering SOQL and SOSL: Advanced Query Techniques for Salesforce

For Salesforce Admins and Developers, SOQL (Salesforce Object Query Language) and SOSL (Salesforce Object Search Language) are essential tools. They help you search, filter, and manage data across the platform, powering automation, reporting, and custom development. Whether you’re building Apex code, crafting dynamic dashboards, or just exploring data relationships, a deep understanding of these query

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Managing Large Data Volumes in Salesforce: Best Practices for Admins and Developers

As organizations grow, so does the volume of their Salesforce data. What starts as a manageable CRM setup can quickly become overwhelming—slowing down system performance, increasing storage costs, and introducing risks related to Salesforce’s governor limits. For both admins and developers, handling large data volumes isn’t just about efficiency; it’s about keeping your org scalable,

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Declarative vs. Programmatic: Choosing the Right Solution in Salesforce

Declarative vs. Programmatic Development in Salesforce: Choosing the Right Approach In Salesforce, there are two main approaches to customizing applications: declarative (point-and-click) and programmatic (code-based). Each approach has its strengths and ideal use cases, depending on the complexity, business needs, and future maintainability. This guide helps you understand both methods, providing practical examples and clear

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Deployment Best Practices

Best Practices for Salesforce Releases and Deployments In any Salesforce project, having a smooth release and deployment strategy is critical for maintaining stability, team collaboration, and overall project success. Whether you’re working in a sandbox, staging, or production environment, adhering to the right practices helps avoid unnecessary rollbacks, data inconsistencies, and deployment failures. Below are

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Lightning Best Practices

Salesforce Lightning Developer Best Practices As a Salesforce Lightning Developer, building performant, modular, and scalable components is key to delivering exceptional user experiences. While Aura and LWC provide powerful tools, how you use them can make or break your component’s efficiency. Below are some key best practices to keep in mind as you develop in

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Apex Developer Best Practices

  Salesforce Apex Developer Best Practices If you’re writing Apex code daily, following best practices isn’t optional—it’s essential. Whether you’re building logic-heavy processes or integrating with external systems, writing clean, efficient, and scalable Apex ensures your Salesforce org stays healthy and future-proof. Let’s walk through some of the most important best practices every Salesforce developer

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