Author: Dhanik Lal Sahni

A single Salesforce orgs can be utilized by multiple clients. If our clients are calling Salesforce APIs for data upload, data creation etc or we are calling client system to update data, org’s daily API limit consumed. This API limit should not exceed to org’s daily API limit. We should monitor API limit so that our application stay functional. This post will explain about multiple ways to get API consumption limit. 1. System Overview Page System overview page shows usage data and limits for organization and it also displays messages when you reach 95% of your limit (75% of portal…

In some real-time use cases, we need to convert the date time of one time-zone to the date time of another timezone. This post will show how to convert Datetime of one Timezone to Datetime of another Timezone. Apex for converting time in a different timezone This TimeZoneService class will convert datetime of one timezone to another timezone. To convert the timezone, we need the correct TIMEZONESIDKEY. Here is the complete list of supported timezone in salesforce. If we will use an incorrect or not supported timezonesidkey, then we will get GMT timezone information. Let’s use the above service class…

Timezone is very important in some business use case specially for calling to customer, doctors or patients for different needs. Call center agents or user should call these customers on their preferred time and their timezone. By default we can not get timezone based on zip code of customer. We can get these information using API like Smarty Street and zipcodeapi. In this post, I am using zipcodeapi to get Timezone information. We have to create apex class to call this API and we are showing that in LWC component. Based on your requirement, you can use use this information.…

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