April 2025

Record Sharing in Salesforce: Manual, Automated & Apex Sharing Explained  Salesforce is all about data access control, ensuring that the right users see the right data at the right time. Whether you’re sharing records with a teammate or automating visibility to an entire department, Salesforce provides flexible and secure sharing mechanisms to get the job […]

Integrate WhatsApp with Salesforce Using Twilio: A Complete Guide  In today’s world of instant messaging, businesses can no longer afford to rely solely on email or phone calls to communicate with their customers. WhatsApp—with over 2 billion users globally—has become a critical channel for customer engagement.  So, I decided to explore how to integrate WhatsApp

Understanding the Difference Between Remote Site Settings and Named Credentials in Salesforce  Integrating Salesforce with external systems is a common need for many developers and admins. Whether you’re connecting to REST APIs, another Salesforce org, or third-party platforms, Salesforce provides two key features to facilitate and secure these outbound connections: Remote Site Settings and Named

Generate Invoices with Line Items Using Visualforce in Salesforce  In many business scenarios, generating a printable invoice for your customers is a crucial step in the sales or service process. Although Salesforce provides powerful declarative tools, sometimes you need more customization — like generating a structured invoice with detailed line items tied to an Account. 

Mastering Permission Sets in Salesforce: A Practical Guide  When managing user access in Salesforce, Permission Sets are one of the most powerful tools in your admin toolbox. They allow you to extend a user’s access without modifying their profile—a great way to follow the principle of least privilege while staying flexible.  In this blog, we’ll

Configuring Profiles in Salesforce: A Complete Guide  In Salesforce, Profiles play a critical role in determining what users can see and do within the platform. Whether you’re an admin, developer, or consultant, understanding how to configure profiles effectively is essential for maintaining security and ensuring the right user experience.  📌 What Is a Profile in

How to Embed a LWC Component in a Visualforce Page and Make It Public Using Salesforce Sites  In many real-world use cases, you might want to expose a Lightning Web Component (LWC) to external users — without requiring them to log in. Whether you’re building a public event registration form, a feedback portal, or a

Streamlining Record Assignment in Salesforce with Assignment Rules:  Managing a high volume of Leads or Cases manually can be time-consuming and error-prone. That’s where Assignment Rules in Salesforce come into play, helping you automate the process and save valuable time and effort.  🛠️ What Are Assignment Rules?  Assignment Rules in Salesforce let you automatically assign

User Management in Salesforce: A Complete Guide for Admins  Managing users is a core responsibility for Salesforce Admins. Whether you’re onboarding new team members, controlling access, or maintaining org security, user management in Salesforce is where it all starts.  In this blog, we’ll explore everything you need to know about managing users — from creation

Duplicate Rules vs  Sharing Rules in Salesforce: A Complete Guide  Introduction  Managing data in Salesforce goes far beyond just inputting records. Ensuring data integrity and data security is essential for organizations to operate efficiently and make informed decisions. Two powerful features that help administrators achieve this are Duplicate Rules and Sharing Rules. Though these tools