shubhi.sjs7

In today’s digital world, customers expect brands to connect with them at the right time, through the right channel, and with the right message. Sending the same email to every customer no longer works. Businesses now focus on personalized customer journeys, where every interaction feels relevant and meaningful. This is where Journey Builder in Salesforce […]

In many Salesforce projects, reports become difficult to manage when too much data is mixed together. Teams often struggle to identify which records are important, sensitive, internal, external, active, or archived. One simple trick that can completely improve reporting is adding a “Classified” field to both Standard and Custom Objects. This small setup can make

In Salesforce projects, there are many situations where large amounts of data need to be processed automatically. Sometimes records need to be updated every hour, old logs need to be deleted every night, or integrations need to sync data multiple times in a day. Doing these tasks manually is not practical, especially when the data

When you start working with Lightning Web Components (LWC), one of the first things you notice is how clean and structured everything feels. You build a component, attach an HTML template, and control it using JavaScript. But as your project grows, one template is often not enough. There are situations where the UI needs to

For a long time, when people thought about Salesforce, they imagined dashboards, forms, and a full user interface where teams log in and manage their work. That’s how most of us started — clicking through screens, creating records, running reports. But things are changing. Today, many businesses don’t actually need users sitting inside Salesforce all

If you’ve ever worked with field teams, you already know one thing — real-world conditions are very different from what we design on screens. Everything looks perfect in a system until a technician reaches a remote site and suddenly… no network. No data access. No updates. Work gets delayed, and sometimes even lost. This is

In today’s data-driven world, businesses rely heavily on platforms like Salesforce to store, manage, and analyze data. While Salesforce provides powerful reporting and dashboard capabilities, many professionals still prefer working in Microsoft Excel for deeper analysis, flexibility, and offline access. If you are someone who wants better control over data, advanced calculations, or easier sharing

When you start working on a Salesforce project, one thing that looks small but creates a huge impact over time is naming conventions. Whether you are building objects, fields, Apex classes, or flows, how you name things decides how easy your system will be to understand, maintain, and scale. In this detailed guide, we will

If you have ever logged into an app using Google or any other account without creating a new password, you have already used OpenID Connect. Now imagine bringing that same smooth login experience into Salesforce. That’s exactly what OpenID Connect (OIDC) helps you do. In this blog, I’ll walk you through everything in a very

In today’s competitive sales environment, customers expect quick, accurate, and personalized product recommendations. Sales teams cannot afford to waste time figuring out what to sell or how to configure complex products. This is where Salesforce CPQ Guided Selling plays an important role. It helps sales reps ask the right questions and automatically suggests the best