Category: Customization

INTRODUCTION Salesforce Health Check is one of the org’s most important tools—it monitors security configuration, identifies risks, and provides recommendations for improvement. Yet it’s also one of the most neglected. Admins forget to check it regularly. Security scores decline silently....

INTRODUCTION Field-level security (FLS) in Salesforce is designed to control which users see which fields. It’s a fundamental security control that allows organizations to hide sensitive data from users who don’t need it. A user without FLS access to a...

INTRODUCTION Approval workflows are fundamental to business processes—purchase requests, contract reviews, expense approvals, hiring decisions. Yet the user experience for submitting approvals in Salesforce has historically been clunky: navigate to Approval section, click Submit, hope the system routes correctly. Spring...

INTRODUCTION Field-level access control in Salesforce is essential for data security and compliance, but managing it has always been tedious. To check which profiles and permission sets have access to a specific field, admins had to navigate between multiple screens:...

INTRODUCTION Salesforce Dashboards have been powerful tools for visualization, but limited by what out-of-the-box widgets could do. Charts, tables, images, text—useful, but constrained. If you needed something custom, you were out of luck. You’d build it in a separate LWC-powered...

INTRODUCTION For years, deploying Flows with email templates has been a silent source of post-deployment disasters. You move a Flow to production, test passes, everything looks good—then the Flow fails in production because the email template reference broke during deployment....

INTRODUCTION For years, Salesforce developers have wanted a simple way to navigate users from Screen Flows to record pages or external sites. Before Summer ’26, the workarounds were clunky: custom JavaScript in Visualforce, external URLs passed to Lightning Console, or...

INTRODUCTION As Salesforce developers, we’ve all encountered situations where we need to filter records based on calculated values. Maybe it’s filtering Opportunities based on Expected Revenue. Maybe it’s identifying Accounts with custom scoring logic. Or perhaps it’s finding Cases that...

INTRODUCTION If you’ve worked with Salesforce long enough, you’ve probably copied thousands of Record IDs without giving them much thought. Whether you’re working with Accounts, Contacts, Cases, Opportunities, Quotes, Contracts, or custom objects, Record IDs appear everywhere. They show up...

INTRODUCTION Field Service is a perfect use case for Salesforce. It manages work orders, schedules technicians, routes service calls, and tracks completions. What it doesn’t do well is photo documentation. Field technicians need proof: before/after photos, location verification, timestamp proof...