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It covers how leads are captured, nurtured, converted, and how they progress through opportunities, quotes, orders, and contracts. It also explains B2B vs B2C scenarios. 1. Lead Generation & Management Leads can be captured from multiple sources such as Web-to-Lead forms, social media campaigns, events, referrals, advertisements, cold calls, or purchased lists. The ‘Lead Source’ […]

Lightning Path in Salesforce – A Complete Guide In Salesforce, Path is a Lightning Experience feature that helps guide users through a process — like qualifying leads, working opportunities, or closing cases — by visually representing the stages and offering key guidance at each step. Think of it as a progress tracker + best practice

Top 10 Lightning Web Components Every Developer Should Build (with Examples)  Salesforce’s Lightning Web Components (LWC) are the building blocks of modern, fast, and scalable apps on the platform. Whether you’re a beginner looking to practice or an experienced dev building reusable utilities, these 10 must-have components will sharpen your skills and add real power

Data Loader vs Data Import Wizard: What’s the Difference?  When working with data in Salesforce, two tools stand out for importing, updating, and managing records: Data Import Wizard and Data Loader. While both are powerful in their own right, they serve different purposes and user needs.  In this blog, we’ll break down the key differences

Salesforce CPQ: Detailed Guide & Full Process  Introduction to Salesforce CPQ  Salesforce CPQ (Configure, Price, Quote) is a robust sales tool that resides within the Salesforce Sales Cloud. It helps companies quickly and accurately create quotes for orders, including complex configurations, pricing, discounts, and approvals. CPQ is especially useful in B2B industries with a wide

Understanding SLDS (Salesforce Lightning Design System): A Developer’s Guide In the world of modern web development within the Salesforce ecosystem, consistency, responsiveness, and accessibility are key to creating user-friendly interfaces. That’s where SLDS (Salesforce Lightning Design System) comes into play. Whether you are building Lightning Web Components (LWC), Aura components, or Visualforce pages, SLDS offers

Understanding Change Data Capture (CDC) in Salesforce  In a world where real-time data is king, businesses need to keep their systems synchronized and updated instantly. Salesforce’s Change Data Capture (CDC) is a powerful feature that makes this possible by letting you track changes to Salesforce records in real-time.  Whether you’re integrating Salesforce with external systems

Reusable JSON-Driven Apex Execution Framework in Salesforce   The purpose of this guide is to create a reusable and configurable JSON-based Apex execution engine that:  📦 Stores business logic in JSON format inside Salesforce  🔁 Executes Apex methods dynamically based on metadata  🚀 Supports reuse across multiple orgs via packaging  Step-by-Step Implementation  Step 1: Structure Your

Understanding Different Rules in Salesforce Overview Salesforce offers a variety of declarative tools to automate processes, validate data, and enforce business logic. Among these tools are different types of rules designed to improve data quality, streamline business processes, and ensure compliance with company policies. Types of Rules in Salesforce 1. Validation Rules Validation rules verify

50+ Salesforce Formulas to Supercharge Your Productivity  Salesforce formula fields are one of the most powerful tools in the platform — they allow you to automate calculations, enforce consistency, and create dynamic logic without writing a single line of code.  In this blog, we’ve curated 50+ powerful and practical Salesforce formula examples, grouped by use