Author: Dhanik Lal Sahni

Dhanik Lal Sahni is a Salesforce Independent Consultant and Architect with extensive experience in Salesforce implementation, integration, and custom development. He helps businesses design scalable, AI-driven CRM solutions using Sales Cloud, Service Cloud, Experience Cloud, and Salesforce Data Cloud. As the founder of SalesforceCodex.com, Dhanik shares practical insights, tutorials, and architectural best practices to help professionals grow in the Salesforce ecosystem. Explore his consulting and freelance services at dhaniksahni.com , where he offers end-to-end Salesforce solutions for startups and enterprises worldwide.

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…

Read More

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…

Read More

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…

Read More

UML Sequence diagram is important for Salesforce Integration with third party system. It will give step by step execution of complete integration based on activity time. Let us see UML diagram concept in detail. UML (Unified Modelling Language) is standard modelling language for designing and documenting a system in an object oriented manner. Modelling is about creating some model or some software product. So basically, UML will help us in designing software application. UML will help developer in writing proper code for application based on design. UML diagram should be created once requirement phase is completed or some time it…

Read More

SOAP Integration is done using WSDL file in Salesforce. WSDL (Web Service Description Language) is used to describe functionalities provided by web service. This WSDL file can be used by any client like .NET, JAVA, Perl to connect with Salesforce system. In Salesforce we can generate below types of WSDL files. 1. Enterprise WSDL: This WSDL can be used by customer who already using Salesforce system and wants to integrate their Org with other application like .NET, Java. As they will work with their Salesforce org only so we can use Enterprise WSDL. Enterprise WSDL are strongly types means WSDL…

Read More

Single Sign-On is authentication mechanism that enable users to securely authenticate with multiple applications and websites by using one set of credentials. SSO works based upon a trust relationship set up between an application, known as the service provider (in this case Salesforce system), and an identity provider, like Salesforce, Gmail, Microsoft etc. Identity Providers: An identity provider (abbreviated IdP or IDP) is a system entity that creates, maintains, and manages identity information for principals and also provides authentication services to relying applications within a federation or distributed network. Identity providers offer user authentication as a service. In our use case, Salesforce will be used as…

Read More

lightning-dual-listbox is used to show two side-by-side listboxes. This component can be used to show list of available options and selected options. Recently my team got requirement where selected options should not be removed but we can select new options. Ex.. If user already selected Option1, Option2 then they should not remove these options but they add and remove other options like option3, option4. Let us see how we can accomplish this in lightning web component. We can use onchange event to set default values if those values are de-selected. value property will show selected values. We will set this…

Read More

Recently I got requirement from one of our group member, to create dynamic configurable table creation for creating new record in Salesforce objects. Use Case: Create a configurable table for adding/deleting new rows in lightning data table. Types of fields will be configurable while adding new rows. On submit save record in multiple Salesforce objects. Solutions: There could be two below solutions for this use case This post will solve our use case using solution approach#1. 1. Create a new dynamic lightning web component We can create one lightning web component which will handle table creation based on configured columns…

Read More

Platform events enable application to deliver secure, scalable, and customizable event notifications within the Salesforce platform or from external source. In this post we will publish platform events from ASP.NET application and subscribe using Flow, Apex trigger and Lightning component. Use Case: Let us take example, one e-commerce application is built in ASP.NET application and when order is generated by customer. That order information should be shared by various system/module like warehouse system, shipping system, vendor/partner system, billing system and CRM system. Salesforce will subscribe that event and get all order information. Below steps are required for this use case…

Read More