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Handle Recursion in Opportunity Stage Updates
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 updat
Validate Opportunity Creation with Database Methods
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 expec
Sync Contact Owner with Account Owner
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
Sync Contact Owner Using Maps
Maintaining data consistency across related records is essential in Salesforce—especially when ownership drives visibility, access, and accountability. One such important relatio
Add Active Admin Users to Group
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 al
Set Lead Source and Fields for Healthcare Industry
Ensuring data consistency across industry-specific records is crucial in Salesforce—especially when different industries require different field values, lead sources, or qualific
Detailed Interview Questions and Answers
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
Whenever a Task is created, set the Priority to High.
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 for
Whenever a Lead record is updated, set the Lead Status to Working-Contacted.
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—th