Whether looking through Developer Console or wanting a process/trigger to create a file here are a few quick methods that can be used to create a CSV or generic file from Apex. This is to show a few quick methods that can be used to create a CSV from Apex however they could be modified […]

In apex, the Id is a primitive data type that maintains the data integrity of the data type by only allowing only Ids(or Strings with Id patterns). If you would like to test it out, put the following into anonymous apex and execute: You receive an error with the following StringException: Invalid id: 001aaaaaaaaaaaa. To […]

Custom Metadata can be used for a variety of reasons one of which is allowing the ability to create a framework from deployable records (custom metadata) instead of data. They can be referenced in formulas, flows, and APEX. If you are not familiar take a look at the Custom Metadata Type Basics and Programmable Development […]

In Salesforce merging a record itself is simple; one record is deleted(the loser), one record is updated(the winner), and the children are reparented. With CDC that is all out of the box. If the external system and any processes can handle those operations alone then it is all straight forward and easy to implement. However, […]

Salesforce Change Data Capture is very useful in being able to capture and replicate changes that occur with a record. Each change creates a CDC event message. The message can either be one or multiple record changes with a given transaction creating multiple changes. This article assumes you know a little bit about Salesforce change […]

The great thing about console apps is the ability to have multiple tabs open at once. This is important for many reasons, one of them being CTI. As great as they are those tabs can very quickly pile up and a user can have a large amount of tabs open at once. While you are […]

A data dictionary is a list/document used to describe a system and the fields and attributes associated to the system. A lot of times this can be an excel spreadsheet or a word document to describe the system, the fields, the attributes associated to the fields, etc. A Salesforce data dictionary is a very important […]

If you are using Visual Studio Code to deploy to Salesforce and come across an API Version specific error such as ‘Property ‘componentInstances’ not valid in version …‘ there are several options to try: 1. Change the Package.xml version When deploying through the package.xml try changing the version(<version>xx.0</version>) to the specific version you need. Then deploy and see if that […]

Platform events can be a pain to work with when trying to view/troubleshoot. You can either create a trigger, subscribe with an external application, or use the emp-api. Using a trigger is difficult to read in the debug, an external application creates other barriers such as connecting to Salesforce along with taking events, which leaves […]

Not all sales agents work the same way. Not all of them build relationships with clients in a structured way that aligns with each other. However, being able to understand how they work can provide a way to create a structured measure of success. There are times when an agent may want to create their […]