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Dashboards now feature high-contrast colour themes for improved readability in CRM Analytics.
Users can manually toggle high-contrast colours on or off using the High Contrast button in dashboard view mode. This change applies to both Lightning Experience and Salesforce Classic versions!
Access to CRM Analytics is available in Developer Edition and can be added for an extra cost in Enterprise, Performance, and Unlimited editions.
New chart number formatting options in Salesforce CRM Analytics allow displaying entire numbers, compact versions, or percentages, enhancing readability and comparison!
This functionality is accessible in Lightning Experience and Salesforce Classic via chart or dashboard panels – available in Developer Edition and can be added for an extra cost in other editions.
Field History Tracking lets you see exactly what happened to a specific data point in Salesforce. It’s like a rewind button for your data, keeping a record of who changed what, when, and from what value. This makes it a powerful tool for admins to:Audit data changes: Ensure transparency by tracking who modified important information.
Maintain compliance: Meet regulatory requirements by having a clear history of data modifications.Troubleshoot issues: Quickly pinpoint the source of data errors by seeing how a field evolved.
Field History Tracking provides a clear view of your data’s journey within Salesforce, enhancing accuracy, compliance and navigation.
See more on Field History Tracking from Salesforce via the link below!
Gone are the days of clunky, static flows. With Reactive Screens, your flow components can now interact in real-time – updating fields, calculations, and UI elements instantly as users input data.
Why does this matter? It means more dynamic, responsive, and efficient processes, ultimately leading to increased productivity and smoother user interactions.
Whether you’re a Salesforce admin, developer, or business analyst, embracing this feature can significantly streamline your workflows. Ready to make your flows smarter and more responsive?
Learn more about Reactive Flows here:
Einstein for Formulas is now more powerful, helping you fix syntax errors in formulas and providing explanations for formulas used in Formula fields, default field values, and record validation rules. Whether you’re creating a new formula or editing an existing one in the Formula Editor, Einstein is here to guide you with suggestions and fixes.
Key Highlights:
Available in:
Einstein generative AI is also available in Lightning Experience.Why Use It:The traditional formula syntax checker identifies errors but doesn’t provide solutions. Einstein for Formulas solves this by suggesting corrected formulas directly in the Formula Editor.
How: Fix Formula Syntax Errors in just a few steps:· Enter or edit a formula in the Formula Editor. Click “Use Formula Assistant”.· Einstein will suggest a fixed formula for you to apply.
Read more
Now, you can easily adjust field alignment in your Dynamic Forms-enabled Lightning record pages by using blank spaces. These can be added to separate fields vertically or work alongside the Align fields horizontally property to keep your fields perfectly aligned.
Thanks to your ideas on IdeaExchange, this feature is now available!
Key Highlights:· Add vertical spacing between fields inside a section.· Align fields horizontally using blank spaces to ensure clean, organised layouts.
Available in:
Enhance Field Alignment with these simple steps:
1. In the Lightning App Builder, enable Dynamic Forms on a Lightning record page.
2. Go to the Fields tab and drag the Blank Space component into your field section.
3. Use it to separate fields vertically or align fields horizontally by selecting the Align fields horizontally property.
Example:
Visualising the Difference: Two versions of the same field section show blank space usage:
Without horizontal alignment: Fields are stacked vertically with the blank space having a single row height.
With horizontal alignment, Fields like “Website” align neatly with “Parent Account,” and the blank space expands to match the row height of its neighbour, such as the “Billing Address” field.
Note: A Blank Space counts as a field towards the 100 fields per region limit, but does not count against the component page limit. Read more
Now, you can organise and track your records more efficiently by adding custom labels that help you categorise records in a way that makes sense for your workflow.
Whether it’s by region, project, campaign, or anything else, these labels make it easier to stay organised and find what you need quickly.
Where: Available in:
Easily Track and View Labelled Records
Users can now create their own set of personal labels, which are unique to each user. This means each user has complete control over how they label and organise their records. You can quickly view all records with a specific label and see the full list of labels you’ve created.
Supported Objects for Labelling:
Note: Personal labels are separate from Topics, which can be seen by other users.How:Get Started with Labels in just a few steps:1. Add the My Labels component to your page layouts to easily view the labels you’ve added to records.2. Manage and view all your labels on the Labels home page.3. On the label’s record page, see the list of records associated with that label.
Key Limits:· Up to 20 labels per object and a total of 200 labels per user.· Each label can be assigned to up to 500 records.· Personal labels are separate from To Do List item labels (limit of 10 per user).· Labels don’t count against your organisation’s data storage limits.
Note: The Label object can’t be edited with the Object Manager, and the page layout for label records is also non-editable. Read more
Now you can easily enhance your Lightning pages by applying Heading styles to your rich text.
Choose between Heading 1, Heading 2, and more using the new dropdown in the Rich Text component editor. Adding these headings not only improves the visual structure of your pages but also makes them more accessible to users with screen readers.
Where:Available in:· Lightning Experience· Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
Get Started with Rich Text Headings:· Open any custom Lightning page in the Lightning App Builder.· Select a Rich Text component on the canvas.· Highlight a block of text inside the editor and use the new dropdown menu to apply a heading style (Heading 1, Heading 2, etc.).· For regular text, simply choose the Normal option.
By adding these headings, you can create a more organised and accessible user experience on your Lightning pages.
Dashboards now feature high-contrast colour themes for improved readability in CRM Analytics.
Users can manually toggle high-contrast colours on or off using the High Contrast button in dashboard view mode. This change applies to both Lightning Experience and Salesforce Classic versions!
Access to CRM Analytics is available in Developer Edition and can be added for an extra cost in Enterprise, Performance, and Unlimited editions.
New chart number formatting options in Salesforce CRM Analytics allow displaying entire numbers, compact versions, or percentages, enhancing readability and comparison!
This functionality is accessible in Lightning Experience and Salesforce Classic via chart or dashboard panels – available in Developer Edition and can be added for an extra cost in other editions.
Field History Tracking lets you see exactly what happened to a specific data point in Salesforce. It’s like a rewind button for your data, keeping a record of who changed what, when, and from what value. This makes it a powerful tool for admins to:Audit data changes: Ensure transparency by tracking who modified important information.
Maintain compliance: Meet regulatory requirements by having a clear history of data modifications.Troubleshoot issues: Quickly pinpoint the source of data errors by seeing how a field evolved.
Field History Tracking provides a clear view of your data’s journey within Salesforce, enhancing accuracy, compliance and navigation.
See more on Field History Tracking from Salesforce via the link below!
Gone are the days of clunky, static flows. With Reactive Screens, your flow components can now interact in real-time – updating fields, calculations, and UI elements instantly as users input data.
Why does this matter? It means more dynamic, responsive, and efficient processes, ultimately leading to increased productivity and smoother user interactions.
Whether you’re a Salesforce admin, developer, or business analyst, embracing this feature can significantly streamline your workflows. Ready to make your flows smarter and more responsive?
Learn more about Reactive Flows here:
Einstein for Formulas is now more powerful, helping you fix syntax errors in formulas and providing explanations for formulas used in Formula fields, default field values, and record validation rules. Whether you’re creating a new formula or editing an existing one in the Formula Editor, Einstein is here to guide you with suggestions and fixes.
Key Highlights:
Available in:
Einstein generative AI is also available in Lightning Experience.Why Use It:The traditional formula syntax checker identifies errors but doesn’t provide solutions. Einstein for Formulas solves this by suggesting corrected formulas directly in the Formula Editor.
How: Fix Formula Syntax Errors in just a few steps:· Enter or edit a formula in the Formula Editor. Click “Use Formula Assistant”.· Einstein will suggest a fixed formula for you to apply.
Read more
Now, you can easily adjust field alignment in your Dynamic Forms-enabled Lightning record pages by using blank spaces. These can be added to separate fields vertically or work alongside the Align fields horizontally property to keep your fields perfectly aligned.
Thanks to your ideas on IdeaExchange, this feature is now available!
Key Highlights:· Add vertical spacing between fields inside a section.· Align fields horizontally using blank spaces to ensure clean, organised layouts.
Available in:
Enhance Field Alignment with these simple steps:
1. In the Lightning App Builder, enable Dynamic Forms on a Lightning record page.
2. Go to the Fields tab and drag the Blank Space component into your field section.
3. Use it to separate fields vertically or align fields horizontally by selecting the Align fields horizontally property.
Example:
Visualising the Difference: Two versions of the same field section show blank space usage:
Without horizontal alignment: Fields are stacked vertically with the blank space having a single row height.
With horizontal alignment, Fields like “Website” align neatly with “Parent Account,” and the blank space expands to match the row height of its neighbour, such as the “Billing Address” field.
Note: A Blank Space counts as a field towards the 100 fields per region limit, but does not count against the component page limit. Read more
Now, you can organise and track your records more efficiently by adding custom labels that help you categorise records in a way that makes sense for your workflow.
Whether it’s by region, project, campaign, or anything else, these labels make it easier to stay organised and find what you need quickly.
Where: Available in:
Easily Track and View Labelled Records
Users can now create their own set of personal labels, which are unique to each user. This means each user has complete control over how they label and organise their records. You can quickly view all records with a specific label and see the full list of labels you’ve created.
Supported Objects for Labelling:
Note: Personal labels are separate from Topics, which can be seen by other users.How:Get Started with Labels in just a few steps:1. Add the My Labels component to your page layouts to easily view the labels you’ve added to records.2. Manage and view all your labels on the Labels home page.3. On the label’s record page, see the list of records associated with that label.
Key Limits:· Up to 20 labels per object and a total of 200 labels per user.· Each label can be assigned to up to 500 records.· Personal labels are separate from To Do List item labels (limit of 10 per user).· Labels don’t count against your organisation’s data storage limits.
Note: The Label object can’t be edited with the Object Manager, and the page layout for label records is also non-editable. Read more
Now you can easily enhance your Lightning pages by applying Heading styles to your rich text.
Choose between Heading 1, Heading 2, and more using the new dropdown in the Rich Text component editor. Adding these headings not only improves the visual structure of your pages but also makes them more accessible to users with screen readers.
Where:Available in:· Lightning Experience· Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
Get Started with Rich Text Headings:· Open any custom Lightning page in the Lightning App Builder.· Select a Rich Text component on the canvas.· Highlight a block of text inside the editor and use the new dropdown menu to apply a heading style (Heading 1, Heading 2, etc.).· For regular text, simply choose the Normal option.
By adding these headings, you can create a more organised and accessible user experience on your Lightning pages.
Now, you can take customisation to the next level with custom text and images.
Personalise your dashboards like never before: Add tailored messages to highlight key metrics.
Incorporate images to make your data stories more engaging.
Create dashboards that truly reflect your brand and resonate with your audience.
Whether you’re designing for teams, clients, or executives, this enhancement lets you go beyond numbers and charts – telling a story that sticks!
Ready to transform your Salesforce experience? Start exploring today!
Starting with the Spring 25 release update, Agentforce will be available for use in scratch orgs. This includes being able to create agents and apps using Prompt Builder, Model Builder, and the Models API.To create a new scratch org with AgentForce enabled, create a scratch org as normal with the following options:
– “Einstein1AIPlatform” under features
– “einsteinGptSettings.enableEinsteinGptPlatform” under settings
Full details on how to set up a scratch org can be found in the Salesforce developer docs!
The digital landscape is evolving, and third-party cookies – long used for tracking and targeted advertising – are becoming less reliable.
While some browsers blocked them years ago, others are now tightening restrictions, making it harder for businesses to track users across different sites.
For Salesforce users, this shift highlights the growing importance of first-party data – the information businesses collect directly from customer interactions.
Tools like Salesforce Customer Data Platform (CDP) help unify data across multiple touchpoints, allowing businesses to build a 360° customer view without relying on third-party tracking. AI-powered insights and segmentation will also play a key role in delivering personalised experiences in a privacy-first world.
The key takeaway? Businesses should future-proof their marketing strategies by focusing on trust, transparency, and first-party data collection.
Now is the time to review your data strategy, explore Salesforce CDP, and refine how you engage customers in a cookieless future.
Sorting list views just got a major upgrade! You can now sort list views on object home pages by up to five columns, making data more actionable and intuitive.
Choose ascending or descending order for each column and refine your views effortlessly.
Key Features:
How To Use It:
1. Open a list view and click Sort by multiple columns.
2. Select the columns you want to sort by and define the order.
3. Click Apply to see your sorted view.
Available in: Lightning Experience (all editions except Starter and Pro Suite).
Speed up your Lightning Web Component (LWC) development with Local Dev, now generally available!
This feature lets you preview your Lightning app in real time without deploying code or manually refreshing your browser.
Key Features:·
How To Use It:
1. Install Salesforce CLI if you haven’t already.
2. In Setup, search for Local Dev and select it.
3. Enable Local Dev for your org and users.
4. Install the Local Dev plug-in by running the CLI command:sf plugins install @salesforce/plugin-lightning-dev
Available in: Lightning Experience & all versions of the Salesforce mobile app.
Salesforce now offers a native Apex Zip library with the Compression namespace, making it easier than ever to compress and extract files in Apex.
Key Features:
How To Use It:
Compress multiple attachments into a Zip file:
Compression.ZipWriter writer = new Compression.
ZipWriter();List contentDocumentIds = new List();// Add IDs of documents to be compressed to contentDocumentIdsfor ( ContentVersion cv : [SELECT PathOnClient, VersiondataFROM ContentVersionWHERE ContentDocumentId IN :contentDocumentIds]){writer.addEntry(cv.PathOnClient, cv.versiondata);}blob zipAttachment = writer.getArchive();
Extract specific files from a Zip archive:Compression.
ZipReader reader = new Compression.ZipReader(translationZip);
ZipEntry frTranslation = reader.getEntry(‘translations/fr.json’);
Blob frTranslationData = reader.extractEntry(frTranslation);Available in: All editions.
Supervisors can now monitor live messaging sessions between AI-powered Agentforce Service Agents and customers in Omni Supervisor, ensuring better service quality and intervention when needed.
Key Features:
How To Use It
:1. Enable AI Agent Monitoring in Omni Supervisor.
2. Add the Raise Flag Action to AI Agents for supervisor notifications.
3. Supervisors can view active conversations and transfer them when needed.
Available in: Enterprise, Performance, Unlimited, and Developer Editions (with Einstein for Service, Einstein Platform, or Agentforce Service Agent add-on).
Expected Release: Not part of the initial Spring ’25 release but may be included later.
Tired of manually updating field-level security every time you add a new field? We’ve got some fantastic news!
Grant users visibility into ALL fields on an object without breaking a sweat.
Introducing the new object-level “View All Fields” permission!When you assign this permission, your users will automatically be granted access to all fields, including any new fields created going forward!
This is a lifesaver for admins handling frequent field additions.
Available for all standard and custom objects that support field permission.
Say goodbye to endless permission updates and hello to streamlined administration!
Exciting news for Salesforce developers! The Apex Zip library is now generally available, thanks to the amazing feedback from the IdeaExchange community!
This powerful feature, found within the Compression namespace, allows you to:
Compress and Extract:
Seamlessly compress blobs into Zip archives and extract Zip files directly to blobs within Apex.Optimize Compression: Gain granular control with customizable compression methods and levels.
Handle Multiple Files: Easily zip multiple attachments or documents into a single archive.
Selective Extraction: Extract specific data without unzipping the entire archive.
Key API methods include:
addEntry(String name, Blob data) & addEntry(compression.ZipEntry prototype): for detailed entry creation.- setMethod(compression.Method method): for compression method selection.
– getArchive(): to generate the zipped archive as a blob.Imagine the possibilities! Streamlining document management, simplifying data transfers, and much more.
For example, you can now effortlessly compress email attachments into a single, manageable file.This update empowers developers to build more efficient and robust Salesforce applications.
Ever wish building Salesforce Flows was just a little bit quicker? With Einstein for Flows, it is.
Instead of manually inserting every element, you can now describe what you want your flow to do – for example: “Create a Flow that sends an email when an Opportunity is Closed Won” – and Einstein gets to work, building the basic structure for you.
This means you can skip the setup and jump straight into customisation – turning ideas into action faster, and saving time for the things that really matter.
Discover and quickly set up features available in your Salesforce edition from one centralised location in Setup with the new Salesforce Go!
Easily assign user permissions, complete prerequisites and required configuration steps, and even monitor feature usage. Explore the potential of unused and new features with helpful resources.
Key Features:
How To Use It:
1. Navigate to Setup by clicking the gear icon.
2. Select Salesforce Go.
3. Explore feature sets based on your business goals or search for specific features.
4. Follow the guided steps to turn on and configure selected features.
Available in: Lightning Experience in Pro Suite, Professional, Enterprise, Performance, Unlimited, and Developer editions.
View requires “View Setup and Configuration”; enabling features requires “Customise Application”.
Learn more here: Read more
Ensure consistent email communications and enhance security by designating one organisation-wide email address to send all report subscription notifications. Previously, these emails originated from the email address of the creator of the report subscription.
Key Features:
How To Use It:
1. From Setup, in the Quick Find box, enter Reports, and select Reports and Dashboards Settings.
2. Select Enable Org-Wide Email Address for Report Subscription.
3. Choose the desired organisation-wide email address from the dropdown list.
Note: You can configure organisation-wide email addresses in the Organisation-Wide Addresses page in Setup.
Available in: Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Deleting custom objects with existing relationships is now more straightforward. When attempting to delete a custom object referenced by lookup fields in other standard objects, custom objects, or Data Cloud data model objects (DMOs), you’ll see a detailed page listing these relationships.
Key Features:
How To Use It:
1. Attempt to delete a custom object that has lookup relationships with other objects.
2 Review the detailed page listing the referencing objects and fields.
3. Click the hyperlinked Object API Name to navigate to the related object. Locate and remove the relevant lookup field.
4. For Data Cloud DMO relationships, follow the provided help link.
Available in: Lightning Experience, Salesforce Classic (not available in all orgs), and all versions of the mobile app in all editions.
Tired of manually assigning leads? Use Lead Assignment Rules to route new leads based on criteria like region, industry, or product interest.
Go to:Setup → Lead Assignment Rules → Create Rule → Add Rule Entries
Save time and make sure the right rep gets the right lead, every time.
Want to update a field when something changes? Use a Record-Triggered Flow.
Example: Auto-update a “Status” field when a case is closed.No code needed. Just logic.
Flows > New > Record-Triggered → Choose Object → Add Update Element
How to Clean Up Duplicate Records
Duplicate data = messy reporting.
Fix it with Duplicate Rules and Matching Rules!
Setup → Duplicate Rules → New Rule (e.g., Leads) → Choose Action (Block or Alert)
Clean data = confident decisions.
Yes, Salesforce can do that too!
Use a Flow or Process Builder to send emails based on triggers – like a case being closed or an opportunity won.
Just add the “Send Email” element in Flow or create an Email Alert in Process Builder.
Quick to set up. Huge time-saver
Ever felt like Salesforce speak is its own language? You’re not alone.
Whether you’re new to the platform or just tired of nodding along in meetings (we see you), here’s a quick decoder for some of the most common Salesforce terms:
Did you know that Salesforce offers a range of time-saving shortcuts to streamline your workflow?
Here are a few must-know shortcuts to supercharge your productivity:
Github Copilot is a generative AI tool that can offer coding suggestions based on comments in the code, plus auto completion for current lines and entire blocks of code.
Copilot can offer multiple suggestions which can be manually accepted or rejected, boosting your development speed and precision.
The Visual Studio Code extension for Github Copilot allows you to use all of this within the editor itself, and with the Github Copilot chat extension (which uses GPT-4) and Copilot, you can use “@workspace” at the beginning of your search, allowing it to scan your local project to provide suggestions or help locate specific pieces of code, as well as clarifying error messages in the console!
Enhancing the workflow for Lightning Web Components (LWC) in Salesforce is crucial for efficient and high-quality application development.
Two tools we recommend facilitating this process are the Salesforce Scanner and the LWC Local Development plugin.
Salesforce Scanner is dedicated to ensuring code quality and adherence to best practices, while the LWC Local Development Plugin focuses on streamlining the development and testing phases.
Integrating these plugins results in improved efficiency, reliability, and quality in Salesforce LWC application development!
Struggling with siloed data in spreadsheets?
XL Connector and G Connector are products which can enhance user productivity by providing a user-friendly data manipulation solution.
They allow users to transfer data in Salesforce (or other CRMs and databases) directly from Excel or Google Sheets.
Read our new article to find out more! Read more
Did you know that, in the Spring ‘26 release, Salesforce are retiring permission sets on profiles?
Put simply, this means that permissions and access will no longer be granted via Profiles, but in Permission Sets instead.
To manage this change, Salesforce Admins will need to analyse and adjust permissions & permission assignments for their orgs in time for the updates.
Make sure to read up on the changes to help your team prepare ahead of new releases!
Universal API Management (UAPIM) on an Anypoint Platform provides users with a set of capabilities which empower them to manage the full lifecycle of their APIs.
Below are the main benefits of using UAPIM:
ACCELERATE APPLICATION DELIVERY: Compose services using any API across the enterprise — built by any team, for any purpose, for any audience.
A feature of the Salesforce Spring ’23 release, Account Discovery provides dashboards and Einstein Discovery models to help you identify Accounts with potential for growth.
It works by analysing measures such as the number of deals closed, deals open, win rate, activities and products. Each Account is assigned to a cluster based on commonalities found in these measures.
The Accounts are then benchmarked against the cohort (cluster) average and Key Performance Indicators (KPIs).
As a Sales Leader or Sales Rep, you can also use Account Discovery to quickly identify and prioritise at-risk Accounts, and take the necessary steps to mitigate.
It’s a powerful tool for sales teams to manage and grow their Accounts!
The strength of Salesforce lies in its seamless integration with a variety of tools and applications.
Utilising OpenAPI can significantly simplify this process. But what exactly does this mean?
Think of OpenAPI as a standardised recipe for APIs. Similar to how a recipe guides you in preparing a dish, OpenAPI provides clear instructions on how to structure and implement an API.
It is a specification that ensures APIs adhere to consistent rules and documentation standards, serving as a blueprint.
This ensures that developers can easily understand, implement, and integrate their software with a specific service, platform, or system. Using OpenAPI to establish connections is akin to following a recipe to create a 5 star meal!
It is essential to note that in order to create your own connections in Salesforce using Open API, you must have the Enterprise Salesforce license at minimum!
Apex Code Coverage Visualiser for VS Code empowers Salesforce developers to write high-quality, well-tested code by providing a clear and interactive overview of test coverage directly within the familiar VS Code environment.
With this tool, developers can ensure the reliability and robustness of their Apex code while optimising their testing processes.
This extension allows you to see class coverage metrics, visualise a coverage report, interactive exploration and filtering, and provide seamless integration.
Enhance the user experience by creating personalised reports with dynamic filters.
Set a dynamic report filter on the user field to tailor results for the running user:
Simply choose “Use relative value” when filtering on user fields and watch as $USER is automatically populated into the value field!
The report will show only the Opportunities the viewer has created!
Did you know that every few years, OWASP makes a top 10 list of the top security issues in development?
They most recently published a Top 10 web application security risks in 2021, which includes among other flaws broken access control, cryptographic failures, and injection.
In 2023, they published a Top 10 API security list which includes broken object level authorisation, broken authentication, and broken property level authorisation as the top 3 security vulnerabilities in API development.
Custom Metadata Types in Salesforce offer a transformative approach for app developers, enabling the seamless storage and management of application configurations.
Unlike their counterpart, Custom Settings, Custom Metadata records stand out for their deployability, packageability, and upgradeability. This distinction is particularly beneficial in the context of managed package development.
Furthermore, one standout feature of Custom Metadata is its ability to expose configuration directly to Admins, eliminating the need for code modifications. Thus, Admins can effortlessly customise app behaviour to align with specific business requirements by simply updating Custom Metadata used in the application.
This flexibility allows developers to craft applications that are not only more dynamic, but also highly adaptable. Said adaptability is extremely powerful for enhancing an application’s utility and scalability.
Now, you can take customisation to the next level with custom text and images.
Personalise your dashboards like never before: Add tailored messages to highlight key metrics.
Incorporate images to make your data stories more engaging.
Create dashboards that truly reflect your brand and resonate with your audience.
Whether you’re designing for teams, clients, or executives, this enhancement lets you go beyond numbers and charts – telling a story that sticks!
Ready to transform your Salesforce experience? Start exploring today!
Starting with the Spring 25 release update, Agentforce will be available for use in scratch orgs. This includes being able to create agents and apps using Prompt Builder, Model Builder, and the Models API.To create a new scratch org with AgentForce enabled, create a scratch org as normal with the following options:
– “Einstein1AIPlatform” under features
– “einsteinGptSettings.enableEinsteinGptPlatform” under settings
Full details on how to set up a scratch org can be found in the Salesforce developer docs!
The digital landscape is evolving, and third-party cookies – long used for tracking and targeted advertising – are becoming less reliable.
While some browsers blocked them years ago, others are now tightening restrictions, making it harder for businesses to track users across different sites.
For Salesforce users, this shift highlights the growing importance of first-party data – the information businesses collect directly from customer interactions.
Tools like Salesforce Customer Data Platform (CDP) help unify data across multiple touchpoints, allowing businesses to build a 360° customer view without relying on third-party tracking. AI-powered insights and segmentation will also play a key role in delivering personalised experiences in a privacy-first world.
The key takeaway? Businesses should future-proof their marketing strategies by focusing on trust, transparency, and first-party data collection.
Now is the time to review your data strategy, explore Salesforce CDP, and refine how you engage customers in a cookieless future.
Sorting list views just got a major upgrade! You can now sort list views on object home pages by up to five columns, making data more actionable and intuitive.
Choose ascending or descending order for each column and refine your views effortlessly.
Key Features:
How To Use It:
1. Open a list view and click Sort by multiple columns.
2. Select the columns you want to sort by and define the order.
3. Click Apply to see your sorted view.
Available in: Lightning Experience (all editions except Starter and Pro Suite).
Speed up your Lightning Web Component (LWC) development with Local Dev, now generally available!
This feature lets you preview your Lightning app in real time without deploying code or manually refreshing your browser.
Key Features:·
How To Use It:
1. Install Salesforce CLI if you haven’t already.
2. In Setup, search for Local Dev and select it.
3. Enable Local Dev for your org and users.
4. Install the Local Dev plug-in by running the CLI command:sf plugins install @salesforce/plugin-lightning-dev
Available in: Lightning Experience & all versions of the Salesforce mobile app.
Salesforce now offers a native Apex Zip library with the Compression namespace, making it easier than ever to compress and extract files in Apex.
Key Features:
How To Use It:
Compress multiple attachments into a Zip file:
Compression.ZipWriter writer = new Compression.
ZipWriter();List contentDocumentIds = new List();// Add IDs of documents to be compressed to contentDocumentIdsfor ( ContentVersion cv : [SELECT PathOnClient, VersiondataFROM ContentVersionWHERE ContentDocumentId IN :contentDocumentIds]){writer.addEntry(cv.PathOnClient, cv.versiondata);}blob zipAttachment = writer.getArchive();
Extract specific files from a Zip archive:Compression.
ZipReader reader = new Compression.ZipReader(translationZip);
ZipEntry frTranslation = reader.getEntry(‘translations/fr.json’);
Blob frTranslationData = reader.extractEntry(frTranslation);Available in: All editions.
Supervisors can now monitor live messaging sessions between AI-powered Agentforce Service Agents and customers in Omni Supervisor, ensuring better service quality and intervention when needed.
Key Features:
How To Use It
:1. Enable AI Agent Monitoring in Omni Supervisor.
2. Add the Raise Flag Action to AI Agents for supervisor notifications.
3. Supervisors can view active conversations and transfer them when needed.
Available in: Enterprise, Performance, Unlimited, and Developer Editions (with Einstein for Service, Einstein Platform, or Agentforce Service Agent add-on).
Expected Release: Not part of the initial Spring ’25 release but may be included later.
Tired of manually updating field-level security every time you add a new field? We’ve got some fantastic news!
Grant users visibility into ALL fields on an object without breaking a sweat.
Introducing the new object-level “View All Fields” permission!When you assign this permission, your users will automatically be granted access to all fields, including any new fields created going forward!
This is a lifesaver for admins handling frequent field additions.
Available for all standard and custom objects that support field permission.
Say goodbye to endless permission updates and hello to streamlined administration!
Exciting news for Salesforce developers! The Apex Zip library is now generally available, thanks to the amazing feedback from the IdeaExchange community!
This powerful feature, found within the Compression namespace, allows you to:
Compress and Extract:
Seamlessly compress blobs into Zip archives and extract Zip files directly to blobs within Apex.Optimize Compression: Gain granular control with customizable compression methods and levels.
Handle Multiple Files: Easily zip multiple attachments or documents into a single archive.
Selective Extraction: Extract specific data without unzipping the entire archive.
Key API methods include:
addEntry(String name, Blob data) & addEntry(compression.ZipEntry prototype): for detailed entry creation.- setMethod(compression.Method method): for compression method selection.
– getArchive(): to generate the zipped archive as a blob.Imagine the possibilities! Streamlining document management, simplifying data transfers, and much more.
For example, you can now effortlessly compress email attachments into a single, manageable file.This update empowers developers to build more efficient and robust Salesforce applications.
Ever wish building Salesforce Flows was just a little bit quicker? With Einstein for Flows, it is.
Instead of manually inserting every element, you can now describe what you want your flow to do – for example: “Create a Flow that sends an email when an Opportunity is Closed Won” – and Einstein gets to work, building the basic structure for you.
This means you can skip the setup and jump straight into customisation – turning ideas into action faster, and saving time for the things that really matter.
Discover and quickly set up features available in your Salesforce edition from one centralised location in Setup with the new Salesforce Go!
Easily assign user permissions, complete prerequisites and required configuration steps, and even monitor feature usage. Explore the potential of unused and new features with helpful resources.
Key Features:
How To Use It:
1. Navigate to Setup by clicking the gear icon.
2. Select Salesforce Go.
3. Explore feature sets based on your business goals or search for specific features.
4. Follow the guided steps to turn on and configure selected features.
Available in: Lightning Experience in Pro Suite, Professional, Enterprise, Performance, Unlimited, and Developer editions.
View requires “View Setup and Configuration”; enabling features requires “Customise Application”.
Learn more here: Read more
Ensure consistent email communications and enhance security by designating one organisation-wide email address to send all report subscription notifications. Previously, these emails originated from the email address of the creator of the report subscription.
Key Features:
How To Use It:
1. From Setup, in the Quick Find box, enter Reports, and select Reports and Dashboards Settings.
2. Select Enable Org-Wide Email Address for Report Subscription.
3. Choose the desired organisation-wide email address from the dropdown list.
Note: You can configure organisation-wide email addresses in the Organisation-Wide Addresses page in Setup.
Available in: Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Deleting custom objects with existing relationships is now more straightforward. When attempting to delete a custom object referenced by lookup fields in other standard objects, custom objects, or Data Cloud data model objects (DMOs), you’ll see a detailed page listing these relationships.
Key Features:
How To Use It:
1. Attempt to delete a custom object that has lookup relationships with other objects.
2 Review the detailed page listing the referencing objects and fields.
3. Click the hyperlinked Object API Name to navigate to the related object. Locate and remove the relevant lookup field.
4. For Data Cloud DMO relationships, follow the provided help link.
Available in: Lightning Experience, Salesforce Classic (not available in all orgs), and all versions of the mobile app in all editions.
Tired of manually assigning leads? Use Lead Assignment Rules to route new leads based on criteria like region, industry, or product interest.
Go to:Setup → Lead Assignment Rules → Create Rule → Add Rule Entries
Save time and make sure the right rep gets the right lead, every time.
Want to update a field when something changes? Use a Record-Triggered Flow.
Example: Auto-update a “Status” field when a case is closed.No code needed. Just logic.
Flows > New > Record-Triggered → Choose Object → Add Update Element
How to Clean Up Duplicate Records
Duplicate data = messy reporting.
Fix it with Duplicate Rules and Matching Rules!
Setup → Duplicate Rules → New Rule (e.g., Leads) → Choose Action (Block or Alert)
Clean data = confident decisions.
Yes, Salesforce can do that too!
Use a Flow or Process Builder to send emails based on triggers – like a case being closed or an opportunity won.
Just add the “Send Email” element in Flow or create an Email Alert in Process Builder.
Quick to set up. Huge time-saver
Ever felt like Salesforce speak is its own language? You’re not alone.
Whether you’re new to the platform or just tired of nodding along in meetings (we see you), here’s a quick decoder for some of the most common Salesforce terms:
Did you know that Salesforce offers a range of time-saving shortcuts to streamline your workflow?
Here are a few must-know shortcuts to supercharge your productivity:
Github Copilot is a generative AI tool that can offer coding suggestions based on comments in the code, plus auto completion for current lines and entire blocks of code.
Copilot can offer multiple suggestions which can be manually accepted or rejected, boosting your development speed and precision.
The Visual Studio Code extension for Github Copilot allows you to use all of this within the editor itself, and with the Github Copilot chat extension (which uses GPT-4) and Copilot, you can use “@workspace” at the beginning of your search, allowing it to scan your local project to provide suggestions or help locate specific pieces of code, as well as clarifying error messages in the console!
Enhancing the workflow for Lightning Web Components (LWC) in Salesforce is crucial for efficient and high-quality application development.
Two tools we recommend facilitating this process are the Salesforce Scanner and the LWC Local Development plugin.
Salesforce Scanner is dedicated to ensuring code quality and adherence to best practices, while the LWC Local Development Plugin focuses on streamlining the development and testing phases.
Integrating these plugins results in improved efficiency, reliability, and quality in Salesforce LWC application development!
Struggling with siloed data in spreadsheets?
XL Connector and G Connector are products which can enhance user productivity by providing a user-friendly data manipulation solution.
They allow users to transfer data in Salesforce (or other CRMs and databases) directly from Excel or Google Sheets.
Read our new article to find out more! Read more
Did you know that, in the Spring ‘26 release, Salesforce are retiring permission sets on profiles?
Put simply, this means that permissions and access will no longer be granted via Profiles, but in Permission Sets instead.
To manage this change, Salesforce Admins will need to analyse and adjust permissions & permission assignments for their orgs in time for the updates.
Make sure to read up on the changes to help your team prepare ahead of new releases!
Universal API Management (UAPIM) on an Anypoint Platform provides users with a set of capabilities which empower them to manage the full lifecycle of their APIs.
Below are the main benefits of using UAPIM:
ACCELERATE APPLICATION DELIVERY: Compose services using any API across the enterprise — built by any team, for any purpose, for any audience.
A feature of the Salesforce Spring ’23 release, Account Discovery provides dashboards and Einstein Discovery models to help you identify Accounts with potential for growth.
It works by analysing measures such as the number of deals closed, deals open, win rate, activities and products. Each Account is assigned to a cluster based on commonalities found in these measures.
The Accounts are then benchmarked against the cohort (cluster) average and Key Performance Indicators (KPIs).
As a Sales Leader or Sales Rep, you can also use Account Discovery to quickly identify and prioritise at-risk Accounts, and take the necessary steps to mitigate.
It’s a powerful tool for sales teams to manage and grow their Accounts!
The strength of Salesforce lies in its seamless integration with a variety of tools and applications.
Utilising OpenAPI can significantly simplify this process. But what exactly does this mean?
Think of OpenAPI as a standardised recipe for APIs. Similar to how a recipe guides you in preparing a dish, OpenAPI provides clear instructions on how to structure and implement an API.
It is a specification that ensures APIs adhere to consistent rules and documentation standards, serving as a blueprint.
This ensures that developers can easily understand, implement, and integrate their software with a specific service, platform, or system. Using OpenAPI to establish connections is akin to following a recipe to create a 5 star meal!
It is essential to note that in order to create your own connections in Salesforce using Open API, you must have the Enterprise Salesforce license at minimum!
Apex Code Coverage Visualiser for VS Code empowers Salesforce developers to write high-quality, well-tested code by providing a clear and interactive overview of test coverage directly within the familiar VS Code environment.
With this tool, developers can ensure the reliability and robustness of their Apex code while optimising their testing processes.
This extension allows you to see class coverage metrics, visualise a coverage report, interactive exploration and filtering, and provide seamless integration.
Enhance the user experience by creating personalised reports with dynamic filters.
Set a dynamic report filter on the user field to tailor results for the running user:
Simply choose “Use relative value” when filtering on user fields and watch as $USER is automatically populated into the value field!
The report will show only the Opportunities the viewer has created!
Did you know that every few years, OWASP makes a top 10 list of the top security issues in development?
They most recently published a Top 10 web application security risks in 2021, which includes among other flaws broken access control, cryptographic failures, and injection.
In 2023, they published a Top 10 API security list which includes broken object level authorisation, broken authentication, and broken property level authorisation as the top 3 security vulnerabilities in API development.
Custom Metadata Types in Salesforce offer a transformative approach for app developers, enabling the seamless storage and management of application configurations.
Unlike their counterpart, Custom Settings, Custom Metadata records stand out for their deployability, packageability, and upgradeability. This distinction is particularly beneficial in the context of managed package development.
Furthermore, one standout feature of Custom Metadata is its ability to expose configuration directly to Admins, eliminating the need for code modifications. Thus, Admins can effortlessly customise app behaviour to align with specific business requirements by simply updating Custom Metadata used in the application.
This flexibility allows developers to craft applications that are not only more dynamic, but also highly adaptable. Said adaptability is extremely powerful for enhancing an application’s utility and scalability.
Einstein Search is an AI-powered search capability that allows users to quickly find relevant information across Salesforce objects, records, and files. It uses natural language processing (NLP) and machine learning to understand the intent behind a user’s search query and provide more relevant and personalised search results.
Leveraging Einstein Search has many benefits, such as improved search relevance, significant time-savings and contextualised results.
Explore cases to resolve priority issues faster, locate relevant reports in an instant and easily filter your records with Salesforce’s intuitive search tool.
How to Use Einstein Search:
Curious about how developers minimise API calls and securely manage access tokens? In Salesforce, caching plays a pivotal role, enhancing Org security while empowering architects to craft efficient systems.
What is Platform Cache in Salesforce? Platform Cache is a memory layer that store’s Salesforce session and org data for later access.
“Platform Cache” is just like a RAM for your app. With Platform Cache, your applications can run faster because they store reusable data in memory.
“Platform Cache” is used to to store Static Data, complex computations and Frequently used dataType of Platform Cache1)
Org Cache :- Org wide data for anyone in the org2)
Session Cache :- Data for a specific user stored up to 8 hours
REST APIs are a widely used way to send and receive data from a server on the internet. Requests are sent to a REST endpoint using HTTP and are designed to provide data or access on demand for anyone sending a request and the client and server are independent of one another. Responses from a REST endpoint are typically returned in JSON format.
Most APIs with Salesforce use REST and custom endpoints can be exposed using REST.GraphQL is a newer system for API endpoints designed to improve on certain shortcomings of REST.
It is a query language that allows clients to send a request to an endpoint for the specific data that they need rather than getting all data from the endpoint. Similar to REST, a request is sent to an endpoint over HTTP and a response is returned as JSON.
GraphQL was introduced into Salesforce with the Winter ’23 update!
The Salesforce Summer ‘24 Release brings even more power to Flow — making it easier than ever to automate, customise, and scale your processes.
Alongside the classic options like Screen Flows, Auto-Launched Flows, and Record-Triggered Flows, this release introduces new Flow types designed to help you streamline work and accelerate delivery.
Now, you can choose to:· Start from scratch and build your own workflow· Or kick things off with a pre-built template tailored to common use cases
Here are a few of the new options you can explore:
Whether you’re building your first flow or refining an existing automation, there’s a type to fit every need.Take a look at the new tools and start turning ideas into impact – faster than ever.
The Summer ’24 update brings us a new automation app, meaning that Flow is now accessible outside of Setup!
Users with the correct permissions can access their flows, any errors and other community-based links all from one view!Read more here!
Vinton is an AI powered meeting assistant and notetaker from the team over at Native Video.
Once Vinton has been allocated an email address, simply invite it into meetings as you would with any other team member. Vinton will record and transcribe the meeting, before uploading the recording and transcript to relevant Salesforce records.
Beyond this, Vinton will condense meetings into an executive summary so that concise updates are always available in Salesforce, extract next steps to create and assign tasks in Salesforce, and even draft follow up emails.
A Vinton component can even be added to your email integration pane for quick access from your mailbox.In summary,
Vinton frees up your users to focus on their clients rather than handling Salesforce admin and ensures that your org remains up to date with the quality data and relevant information.
Entity Relationship Diagrams (ERD) are used by Developers, Analysts and Architects to create a visual ‘flow-chart style’ representation that represents relationships among stakeholders, objects, places, concepts or events in an IT system.
Now, you can build these depictions faster than ever before! ERD Editor is a tool that can be used as a web app or extension for Visual Studio Code that allows you to quickly create entity relationship diagrams and saves them in JSON format.
The extension works by first creating a new file with a .erd or .erd.json extension and opening it within Visual Studio Code. once open, you get a blank screen and you can right click anywhere to:
– create a new table, memo or relationship
– control how tables are displayed
– create a database for various database types including SQLite, MySQL, and MariaDB
– import from SQL Schema or a json file
– export to json, SQL Schema, or an image
– automatically arrange tables
– open a differences view for an ERD fileRead more on ERD Editor here!
A favicon (short for “favorite icon”) is the small icon that appears in a browser tab next to a website’s title. You can find examples of this in your bookmarks, browser history, and sometimes even in shortcut icons on your desktop or mobile device!Navigating multiple Salesforce orgs simultaneously can be confusing, but the Salesforce Colored Favicons Chrome extension offers a simple solution.
This handy extension changes the default Salesforce favicon to a unique color for each org, making it easier to distinguish between them at a glance.
With Salesforce Colored Favicons, you can:
Einstein generative AI helps you achieve automation goals by creating draft flows based on your descriptions. It can build screen, record-triggered, schedule-triggered, or auto launched flows using any element and most resources, including custom objects.
Draft flows can have up to six elements, and you can provide feedback to improve Einstein’s capabilities.
This feature applies to Lightning Experience and it available in all Einstein 1 Editions, Enterprise, Performance, and Unlimited Editions with the appropriate Einstein add-ons.
How do I use this feature?
1. Enable Einstein generative AI in Setup.
2.In Setup, activate Einstein for Flow (Beta).
3. From the Flows section or Automation Lightning app, click “New Flow”.
4. Select “Let Einstein Help You Build” and click “Next”.
5. Provide instructions or use sample instructions to create a draft flow.
The Einstein Sales Emails feature helps sales reps swiftly create personalised and informed email content, improving efficiency and deal expansion. Using sales data, Einstein generates tailored emails for contacts and leads, known as grounding. Sales reps can draft emails like follow-ups or meeting invitations using predefined types or generative AI, which can include product information or related objects.
In short: Sales representatives can use Einstein Sales Emails to quickly draft messages, leveraging AI to enhance efficiency and expand deals.
This feature requires an Einstein for Sales license and is available in Lightning Experience for Performance and Unlimited editions.
N/B: Users need the Einstein Sales Emails permission set, to use in Gmail or Outlook, set up the respective integrations.How do I use this feature?
1. In Lightning Experience, use the email composer or the email application pane in Outlook/Gmail integrations.
2. Start creating an email and click “Draft with Einstein”.
3. Choose pre-made instructions or enter custom instructions.
4. If using Salesforce information, select the relevant product.
5. Review and edit the proposed draft email before sending.
Salesforce has enhanced the Choice Lookup component in Flow Builder, now allowing it to accept multiple selections (up to 25 choices) rather than just a single selection. This update adds significant flexibility to business processes, particularly in scenarios like assigning multiple tasks to team members.
Previously, only the standard Lookup component allowed multiple selections, making this a valuable improvement for users who need to handle multiple-choice options efficiently.
This feature is available in both Lightning Experience and Salesforce Classic across Professional, Enterprise, Performance, Unlimited, and Developer editions. However, it’s important to note that it’s not supported in the Classic runtime for flows.
Why is it Important? For example, in a screen flow used by project managers to assign tasks, they can now select multiple tasks in one go, streamlining their workflow. Before this update, they were limited to selecting only one task at a time, which could be time-consuming for larger projects.
To enable this feature, go to the Screen element in Flow Builder, add the Choice Lookup component, and set “Let Users Select Multiple Options” to “Yes.” You can then add the necessary choice resources to accommodate the selection of up to 25 options.
This update is particularly useful for improving the efficiency of flows that require multi-select capabilities, making Salesforce more adaptable to complex business needs.
The Salesforce Lightning Grid System is a powerful Chrome extension built to simplify the process of creating responsive grid layouts for Lightning Web Components (LWCs). Whether you’re developing with SLDS UI, Aura, or LWCs, this tool offers a streamlined solution to manage layouts efficiently across devices and screen sizes.
Key Features:
This code can be directly copied and integrated into your project, saving time and ensuring consistency with Salesforce’s design standards.
As of the Winter ’25 Salesforce Release, developers are now able to leverage composite REST requests when interacting with an Orgs data via the Salesforce SObject API. This functionality allows developers to wrap a series of multiple sub-requests together into one API call. In certain situations this could be a boon for efficiency, performance, and reducing the number of API limits used in calls, as the number of round server trips needed can now be reduced.
These sub-requests can also be chained to allow for the output of one request to be used in a following sub-request. This, combined with the ability to mix different operation types (All CRUD – creating, updating, deleting, and retrieving) means that complex requests that are dependant on one another are able to be executed in one single API call.
For example, you could now update an Account, create a new Contact, and then link them via a junction object all within one single REST request!
Extremely powerful functionality to integrate into your existing or new systems for improvements in efficiency, performance, as well as affording you savings on your Org’s API call limits.
Further information can be found here! Read more
Formstack’s Form Builder, integrated with Salesforce, offers a powerful solution for streamlining data collection and improving user engagement. Its no-code, drag-and-drop interface makes form creation simple, while the conditional logic feature takes it to the next level.
Conditional logic allows you to dynamically show or hide fields based on user responses, creating a more personalised and relevant experience. This not only reduces form abandonment but ensures that the data collected is accurate and actionable.
When connected to Salesforce, the integration enables direct data syncing, meaning leads, contacts, or cases can be automatically created or updated in real time.
Conditional logic also supports more intelligent workflows by guiding users through tailored form pathways, triggering automated processes, and improving lead routing. The result is more efficient data collection, better user experience, and seamless alignment with your Salesforce operations!
The new Action Buttons feature in Screen Flows introduces a major leap forward in building responsive, single-page applications within Salesforce. By enabling users to trigger actions and process logic without leaving the current screen, this feature helps you streamline workflows and dramatically improve the user experience.
Here’s what you can now do– all on one screen:
This means faster interactions, fewer clicks, and a more seamless experience for users, whether you’re building internal tools for your team or customer-facing flows.
Implementation is simple: just drag an Action Button onto your flow screen, define what it does, and connect it to your data or logic. No Apex required.
Salesforce Inspector Reloaded is an extension for Chrome and Firefox which is built upon the original Salesforce Inspector extension and is a drop-in replacement for the original version. It improves it with several additional features for improved controls and security.
With this extension you can:
Enable use with API Client Whitelisting/API Access Control by setting up a connected app allowing for restricting access to specific users
The Salesforce Models API empowers developers by offering direct access to large language models in a highly flexible and customisable manner. It complements Salesforce’s suite of tools by allowing users to design workflows that fully align with their specific business goals, unrestricted by default functionality.
A key highlight here is the ability to leverage Salesforce’s “Bring Your Own Model” capability, which allows you to seamlessly integrate custom-trained models to be accessed via the API.
One great feature is the API’s ability to generate embeddings, these powerful vector representations can be stored in your Org. A good use case for this functionality would be reducing the overhead of LLM queries by implementing spacial comparisons such as dot product comparisons directly in your Org.
This would enable faster, more efficient matching in situations such as semantic search, recommendations, and personalised user interactions!
The new Object Access Summary in Object Manager gives you a clear, read-only view of permission sets, permission set groups, and profiles that grant access to an object, including the level of access. Perfect for troubleshooting, reviews, or determining access needs.
Key Features:
How To Use It:
1. Go to Setup → Object Manager.
2. Select an object.
3. In the sidebar, click Object Access to view the summary.
Available in: Lightning Experience (all editions).Learn more on Salesforce.com
The Public Group Summary Page now simplifies managing group members with enhanced performance and usability. Search across members, add or remove up to 100 members at a time, and edit or delete the public group directly from its summary page.
Key Features:
How To Use It:
1. In Setup, enter Public Groups in the Quick Find box.
2. Select a public group and click View Summary.
3. Manage members under All Public Group Members.
Available in: Lightning Experience (all editions).Learn more on Salesforce.com.
The new User Access Summary page consolidates user information, making it easier to view and edit. Standard and custom user fields on this page match those in the User Details section of the user’s assigned profile layout.
Key Features:
How To Use It:
1. In Setup, enter Users in the Quick Find box.
2. Select a user and click View Summary to manage their details.
Available in: Lightning Experience and Salesforce Classic (not available in all orgs).
Einstein Search is an AI-powered search capability that allows users to quickly find relevant information across Salesforce objects, records, and files. It uses natural language processing (NLP) and machine learning to understand the intent behind a user’s search query and provide more relevant and personalised search results.
Leveraging Einstein Search has many benefits, such as improved search relevance, significant time-savings and contextualised results.
Explore cases to resolve priority issues faster, locate relevant reports in an instant and easily filter your records with Salesforce’s intuitive search tool.
How to Use Einstein Search:
Curious about how developers minimise API calls and securely manage access tokens? In Salesforce, caching plays a pivotal role, enhancing Org security while empowering architects to craft efficient systems.
What is Platform Cache in Salesforce? Platform Cache is a memory layer that store’s Salesforce session and org data for later access.
“Platform Cache” is just like a RAM for your app. With Platform Cache, your applications can run faster because they store reusable data in memory.
“Platform Cache” is used to to store Static Data, complex computations and Frequently used dataType of Platform Cache1)
Org Cache :- Org wide data for anyone in the org2)
Session Cache :- Data for a specific user stored up to 8 hours
REST APIs are a widely used way to send and receive data from a server on the internet. Requests are sent to a REST endpoint using HTTP and are designed to provide data or access on demand for anyone sending a request and the client and server are independent of one another. Responses from a REST endpoint are typically returned in JSON format.
Most APIs with Salesforce use REST and custom endpoints can be exposed using REST.GraphQL is a newer system for API endpoints designed to improve on certain shortcomings of REST.
It is a query language that allows clients to send a request to an endpoint for the specific data that they need rather than getting all data from the endpoint. Similar to REST, a request is sent to an endpoint over HTTP and a response is returned as JSON.
GraphQL was introduced into Salesforce with the Winter ’23 update!
The Salesforce Summer ‘24 Release brings even more power to Flow — making it easier than ever to automate, customise, and scale your processes.
Alongside the classic options like Screen Flows, Auto-Launched Flows, and Record-Triggered Flows, this release introduces new Flow types designed to help you streamline work and accelerate delivery.
Now, you can choose to:· Start from scratch and build your own workflow· Or kick things off with a pre-built template tailored to common use cases
Here are a few of the new options you can explore:
Whether you’re building your first flow or refining an existing automation, there’s a type to fit every need.Take a look at the new tools and start turning ideas into impact – faster than ever.
