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 Salesforce offers a range of time-saving shortcuts to streamline your workflow?
Here are a few must-know shortcuts to supercharge your productivity:
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 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.
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!
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!
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.
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.
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.
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.
