Author: Dhanik Lal Sahni

Salesforce Knowledge articles are used for documentation useful information about application process and usage. These articles can be categories using data categories and we can also set keywords for easy searching. To add search keyword for any knowledge articles, we can use Promoted Search Term in Salesforce. This will associate keywords in knowledge article. We can add Promoted Search Term related list in knowledge article page layout. Once we add related list, we can add search term in knowledge articles. As example, we have added four search terms apex, canvas, card and hello in one article. Now, let us see,…

Salesforce Knowledge Articles is a excellent knowledge library to resolve customer issues faster. These articles can be categories based on module, department, city, state, territory or other factors. Salesforce has feature Data Category Setup to categories these articles. We can see in above image, we have SalesforceCodex category group. We can put client name/project name as category group. After this we can have category setup like apex, flow and lightning. We can add child category as well. So based on requirement, we can setup category group, category and child category. Benefit of Data Categories in Knowledge: We can setup separate…

Salesforce Knowledge is excellent knowledge base which help support executive to resolve customer issues faster. We can use this tool by enabling Lightning Knowledge and adding this to case page layout. Standard knowledge component is suffice for most of use cases but some time we have some custom requirement. To handle custom requirement, we have to create our custom Salesforce Knowledge component. Some of the custom requirement could be like Assigning multiple knowledge article in one goShowing knowledge article conditionallyCustom UI like showing them in data tablesAssigning knowledge articles to custom objects Let us now create a custom knowledge component…

Integration is very important for Salesforce applications. Streaming API is one of the important integration concepts. This post is about the top Salesforce Integration Interview Questions question. Q.1 What is Streaming API? Ans. Streaming API is used to push notifications (information, data, data changes, etc.) to clients. Notifications are sent from Salesforce to the client based on criteria that we define. Let us take an example, when the server is down, you want to notify your agent to work on another server. We can use streaming API to notify agents. Q.2 How to create a Streaming API? We can build…

Application security is the discipline of processes, tools, and practices aiming to protect applications from threats throughout the entire application lifecycle. We have to properly analyze and handle application security risks. Web developers or administrators should follow best practices while developing applications. This post will explain the basics of securing Salesforce application. Application security can also help organizations protect all kinds of applications used by internal and external stakeholders including customers, business partners and employees. Application security issues are growing day by day, in this month only lot of internet fraud and data breach incident happened. See below image to for…

Lightning Flow is an excellent tool that empowers any business to create and extend the power of process automation to any customer or employee experience. We can leverage the power of low-code, drag-and-drop functionality to customer engagement, Lightning Flow delivers an innovative new way for businesses to realize the benefits of process automation. As number of flows will increase based on project requirements. We have to manage flow in a better way so that it will be easy to maintain and offer better performance.  Let us see the top 10 best practices for lightning flow that should be implemented while…

This post will help in identifying named entities using Salesforce einstein api

Salesforce Bulk API is used primarily for data migration or data upload. Bulk API has two versions to support data upload. Bulk API V1.0 is custom REST API and V2.0 is standard REST API. Bulk API V2.0 will support all features of REST API like stateless, cacheable , simple to use and etc. Below are some benefits of Bulk API V2.0 Difference between Bulk API V1.0 and V2.0: Bulk API V1.0 can also process records but there is some advantage in Bulk API v2.0. Below is some important difference between Bulk API V1.0 and V2.0 BULK API 1.0BULK API 2.0Batch…

Files/documents which are attached in record are stored as Salesforce File. Salesforce File is used to share and collaborate on uploaded files, store files privately, manage version updates, and follow files that are important for update. By default, public sharable link is not generated for any uploaded file. If we have any use case that whenever image file is attached, it should generate public sharable link so that further processing can be done on that file. We can generate sharable public link for above scenario using trigger. Let us see code to generate public link. Below trigger ContentVersionExternalLink will be…

Salesforce Bulk API is required when we need to process high volume of data in Salesforce. This is quickest way to load data using programmatic ways. When to use Salesforce Bulk API? Parallel Vs Serial Mode We can process record using Bulk API V1.0 or V2.0. By default bulk API records are process using parallel mode, where multiple records are process in multiple batches. It might throw record lock or record lookup issue. Record lookup issue is where one records is being processed in one batch and referenced record is being processed in other batch, so it will create issue…