Default Position Fields for New Records
Creating clean and consistent records is essential in any Salesforce org. When users create new records manually or through automated processes, missing values in key fields can le
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Demo Trigger.isExecuting Context Variable
When building robust and scalable Apex code in Salesforce, one of the most important things you’ll encounter is understanding the context in which your code is being executed. Wh
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 u
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 re
Restrict Account Updates to Private Ownership
In Salesforce, data quality and governance go hand in hand with flexible CRM configurations. While profiles, validation rules, and workflows handle a lot of security and automation
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 fi
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 sta
Restrict Lead Deletion in Progress
Lead management is one of the most sensitive areas in any Salesforce org. Whether you’re a growing startup or an enterprise-level business, losing a qualified or active lead due
Mark Opportunity as Hot for High Amounts
In any fast-moving sales environment, it’s crucial to spot high-value deals early. Sales managers, operations teams, and executive stakeholders all need real-time visibility