Learn Technocrats’ Post

What is Profile in Salesforce? Whereas roles concentrate on data access, profiles prioritize functional permissions. The actions, objects, and system-level permissions that a user is able to access and accomplish inside the Salesforce platform are all set up in their profile.

There we have it! 🌟 Data quality starts with Salesforce Administrators! 🌟 As organizations increasingly rely on data-driven decisions, the role of a Salesforce Administrator in ensuring data quality has never been more crucial. 🛠️✨ With declarative features at their disposal, Salesforce Administrators play a vital role in championing data quality within their organizations. Their expertise not only enhances the reliability of data but also empowers teams to make informed, strategic decisions. Let’s celebrate the impact of Salesforce Administrators in driving data excellence! 💪📈 #Salesforce #DataQuality #SalesforceAdmin #DataIntegrity #CRM #ProfessionalDevelopment

🌟 Day 14: Salesforce Admin Challenge Update 🌟 Today, I delved deeper into the consistency of Salesforce Apex, database management, and administrative functionalities. 📊🛠️ Key takeaways: Mastered the importance of consistent coding practices in Apex to ensure smooth database operations. Explored advanced database management techniques to maintain data integrity and performance. Strengthened my understanding of Salesforce admin capabilities to better support users and streamline processes. Excited to continue this journey and bring these new skills to my Salesforce projects! 🚀 #Salesforce #SalesforceAdmin #Apex #DatabaseManagement #LearningJourney #50DayChallenge

Which one to choose : DML or Database class in apex? #salesforcedeveloper #salesforcecommunity #salesforcedevelopers #salesforcedevelopment #salesforcetraining #salesforcelightning #salesforcecertification #salesforcearchitects #salesforce

Salesforce Tip: SystemModStamp vs LastModifiedDate What is the difference between these 2 system date values on a record and why does it matter? 1. Last Modified reflects a change by a user on a record in Salesforce but is not an indexed field. 2. SystemModStamp reflects that change as well but is an indexed field and will also reflect record changes related to: a. The archive date is extended by more than 365 days. b. An existing picklist value is updated and not replaced with an existing picklist value. c. A Contact's e-mail address is flagged, as per the 'Email Bounce Management' configuration. d. The 'LastActivityDate' field is modified. e. A Roll-up summary field is created, which will update all the parent records' 'SystemModstamp' asynchronously. Why does this matter? Well when building a SOQL query it is important to note that these 2 date fields can have differing values, and an indexed field is important when dealing with large data volumes. This here is a great guide breaking down developer considerations when using the 2 fields: https://lnkd.in/eGM2c2hF #salesforce #developer #awesomeadmin

One concept I have struggled to understand in Salesforce is object relationship. As I continue to enhance my Salesforce admin skills, I recently explored the crucial concept of object relationships. Here’s a brief overview: 🔗 Master-Detail Relationship. This relationship tightly links objects, with the master record controlling behaviors of the detail and subdetail records. For instance, in an Account—Expense Report—Expense Line Item structure, you can perform operations across all related records. 🔗 Many-to-Many Relationships. By leveraging master-detail relationships, we can model many-to-many relationships. For example, a custom Bug object can relate to multiple Case records, and each Case can link to various Bug records. 🔗 Lookup Relationship. This type of relationship links two objects together without the strict dependencies of a master-detail relationship. Lookups allow for flexible connections, such as linking a Bug object to itself to track related issues. These relationships are pivotal in structuring data effectively and ensuring seamless operations within Salesforce. #Salesforce #SalesforceAdmin #LearningJourney #DataManagement

Integrating Salesforce with External database comes with its own advantages that you can consider. So here are some ways you can do that. 1) 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐨𝐧𝐧𝐞𝐜𝐭: It lets users access and interact with external data directly in Salesforce. 2) 𝐃𝐚𝐭𝐚 𝐋𝐨𝐚𝐝𝐞𝐫 𝐚𝐧𝐝 𝐄𝐱𝐭𝐞𝐫𝐧𝐚𝐥 𝐎𝐛𝐣𝐞𝐜𝐭𝐬: External data is periodically imported into Salesforce using Data Loader and represented with External Objects. 3) 𝐓𝐡𝐢𝐫𝐝-𝐏𝐚𝐫𝐭𝐲 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 𝐓𝐨𝐨𝐥𝐬: Third-party tools simplify connecting Salesforce to external databases with pre-built connectors and visual interfaces. That been said, carefully evaluate and choose according to your needs and limitations, customizing your integrating with external database. #salesforce #salesforcedevelopment #salesforcdevelopers #integrateexternaldatabase

Upsert a List of Records Using External IDs Without Querying Records ! If you have a short attention span, then please skip this post—it's a bit lengthy, and so is the attached image. Imagine you are working on integrating Salesforce with an external system that manages customer data. You receive a batch of customer records daily, and you need to update existing records or insert new ones based on an external ID (e.g., Customer_Id__c) provided by the external system. Instead of querying Salesforce to find matching records before performing DML operations, There's a efficient way to achieve this: the Upsert method of the Database class. Database.Upsert(list, externalField, allOrNon); For better understanding, see the attached image. Notice the difference between Code 1 and Code 2. We've saved many lines of code, eliminated the query, and avoided a for loop. Remember, my friend, treat SOQL and CPU time like your wallet—spend it wisely, and don't blow it all in one place! #salesforce #salesforcedeveloper

Let's figure out the way for the duplicate check that salesforce does by apex class: In the recent Summer '24 release salesforce launched matching rules check for skipping and updating the matching record, but it might not work for a consideration where duplicate rules are implemented in the org and where user needs to insert records who might have duplicates. Suppose we are using screen flow to enter the basic details and are only taking a few entries only from the user like firstname, lastname, in this situation matching rule might not work because: 1. In production we might have more than 1 entries whose firstname, lastname substring initial needs to be same. 2. On the other hand it might not check other metadata by pattern match(regex and normalization of the inputs) which are null in our scenario. I had a scenario where I had Duplicate rules implemented in the org, which prevented potiential duplicate record creation through unhandled exception. And each time the error mail was being sent to the Salesforce Administrator. So I was figuring out a way back where we can do a duplicate check as salesforce does and I found out how to do it in apex, (Attached Snippet) and returned the result to flow to further process UI render. . You can check the documents here : https://lnkd.in/dWwu4ssm https://lnkd.in/dr372Z3g Let's discuss how we can check for duplicates in the salesforce org before creating a record. #salesforceohana #salesforcedevelopers #salesforceapex #salesforceadministration #salesforcecommunity