Author name: Himanshu

In Salesforce, managing employee lifecycle data across related objects is critical for clean reporting and intelligent business decisions. One of the most valuable insights you can automate is tracking how many employees have left a particular Account—and making sure that metric stays accurate even when changes are reversed. In this blog, we walk through a […]

First impressions matter—and in the world of CRM, that first interaction often begins with a simple, personalized email. Whether you’re onboarding new clients, partners, or internal users, sending a warm welcome sets the tone for strong engagement and communication. In this blog, we walk you through a practical and commonly used Apex trigger that automatically

In Salesforce, tracking support cases is a core part of maintaining strong client relationships. But not all cases are created equal—Partner Cases and Customer Cases often represent different types of interactions, priorities, and teams. To maintain clarity and quick reporting, it’s essential to separate and track these case types at the Account level. In this

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