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Tag: piptips

  • Pip Tip #13 – Leverage composite rest requests with the winter ’25 release

    Pip Tip #13 – Leverage composite rest requests with the winter ’25 release

    Leverage Composite REST Requests with the Winter ’25 Release

    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

  • Pip Tip #14 – Formstack form builder // Salesforce integration

    Pip Tip #14 – Formstack form builder // Salesforce integration

    Formstack Form Builder // Salesforce Integration

    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!

  • Pip Tip #15 – Action buttons in screenflow

    Pip Tip #15 – Action buttons in screenflow

    Action Buttons in Screenflow

    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:

    • Retrieve data dynamically (e.g. view related contacts after selecting an account)
    • Run logic instantly (e.g. check inventory or calculate pricing based on selections)
    • Update UI elements in real-time without navigating away or refreshing

    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.

    Read more

  • Pip Tip #16 – Salesforce inspector reloaded

    Pip Tip #16 – Salesforce inspector reloaded

    Salesforce Inspector Reloaded

    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:

    • Export data to JSON, Excel, or CSV using SOQL Queries
    • Import data from JSON, Excel, or CSV into Salesforce
    • view org limit usage stats from one page
    • Download Metadata quickly and easily
    • Explore available Salesforce APIs on your org
    • Send REST requests to API endpoints on your Salesforce org
    • Supports GET, POST, PUT, PATCH, and Delete
    • Quickly search for specific config items such as flows from the Shortcut tab

    Enable use with API Client Whitelisting/API Access Control by setting up a connected app allowing for restricting access to specific users

    Read more

  • Pip Tip #17 – Salesforce models api

    Pip Tip #17 – Salesforce models api

    Salesforce Models API

    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!

    Read more

  • Pip Tip #2 – What is platform cache in Salesforce?

    Pip Tip #2 – What is platform cache in Salesforce?

    What is Platform Cache in Salesforce?

    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

    Read more

  • Pip Tip #3 – The latest on rest and graphql endpoints

    Pip Tip #3 – The latest on rest and graphql endpoints

    The Latest on REST and GraphQL Endpoints

    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!

    Read more

  • Pip Tip #7 – Easy peasy relationship diagrams: erd editor extension for vs code

    Pip Tip #7 – Easy peasy relationship diagrams: erd editor extension for vs code

    Easy Peasy Relationship Diagrams: ERD Editor extension for VS Code

    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!

    Read more