Matt Palmer ☁️’s Post

📌 #WhatsInItForYou! #21 📌 Today let's talk about how to use SOSL (Salesforce Object Search Language) in Salesforce flows 🔍 🗒 We are all familiar with how to use SOQL (Salesforce Object Query Language) in flows to get the desired records based on the conditions set using the Get Records element but you can also use SOSL in flows when you don’t know which field the data resides in. Using SOSL is more efficient and faster than SOQL in terms of search 🤝 You can perform SOSL Operations using the 'Search for an Individual' ✨ action in flows by searching for a record using a search term. Optionally, specify which field types you would like to search by 👨💻 Bear in mind the following considerations while dealing with the 'Search for an Individual' action 🧠 ⚠ This feature is still in a Beta Service. So use it with caution. ⚠ You can apply SOSL on contact, lead, or employee records only using the 'Search for an Individual' action as of now inflows. #SalesforceTips #SOSL #FlowAutomation #Salesforce #Tips #LearningandGrowing #Trailblazer #SalesforceDevelopers #SalesforceConsultant #SalesforceOhana #Salesforceadmins #TechnicalConsultant #AwesomeAdmins #DaringDevelopers #Architect #ConfidentConsultant #SalesforceCommunity #Connections

🚀 Exciting News for Salesforce Developers! 🌐✨ I'm thrilled to announce a powerful enhancement to the Salesforce Database class method that will elevate your development experience to new heights! 🚀🔍 🌟 New Feature Alert: Introducing Dynamic SOQL Query Generation with BindMap Resolution! 🌟 Now, with the latest update, the Database class method empowers you to create dynamic SOQL queries at runtime, seamlessly resolving bind variables directly from the bindMap Map parameter using keys. This innovative approach simplifies your code, enhances readability, and provides a more intuitive way to manage bind variables. 🤩 How to Use: Simply leverage the updated Database class method and pass the bindMap parameter with keys corresponding to your bind variables. Watch your dynamic SOQL queries come to life with unparalleled ease! 🔗 Learn More: For detailed documentation and examples, check out the official Salesforce Developer Guide. #salesforce #salesforcedeveloper #soql #salesforcedevelopment 🚀

Hi #connections 👋 , 🌟 𝐄𝐥𝐞𝐯𝐚𝐭𝐞 𝐘𝐨��𝐫 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐃𝐚𝐭𝐚 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐰𝐢𝐭𝐡 𝐔𝐬𝐞𝐫𝐑𝐞𝐜𝐨𝐫𝐝𝐀𝐜𝐜𝐞𝐬𝐬! 🌟 Ever wanted to fine-tune access control within Salesforce? Look no further than 𝐔𝐬𝐞𝐫𝐑𝐞𝐜𝐨𝐫𝐝𝐀𝐜𝐜𝐞𝐬𝐬! 🛡️ This powerful feature empowers admins and developers to precisely manage who can view, edit, or delete specific records. 💼 𝐇𝐞𝐫𝐞'𝐬 𝐡𝐨𝐰 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐮𝐬𝐞 𝐢𝐧 𝐲𝐨𝐮𝐫 𝐀𝐩𝐞𝐱 𝐜𝐥𝐚𝐬𝐬: 1️⃣ 𝐑𝐞𝐭𝐫𝐢𝐞𝐯𝐞 𝐀𝐜𝐜𝐞𝐬𝐬 𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧: Leverage 𝐔𝐬𝐞𝐫𝐑𝐞𝐜𝐨𝐫𝐝𝐀𝐜𝐜𝐞𝐬𝐬 object in your Apex code to fetch valuable insights on record accessibility for individual users. 𝙇𝙞𝙨𝙩<𝙐𝙨𝙚𝙧𝙍𝙚𝙘𝙤𝙧𝙙𝘼𝙘𝙘𝙚𝙨𝙨> 𝙖𝙘𝙘𝙚𝙨𝙨𝙇𝙞𝙨𝙩 = [𝙎𝙀𝙇𝙀𝘾𝙏 𝙍𝙚𝙘𝙤𝙧𝙙𝙄𝙙, 𝙃𝙖𝙨𝙍𝙚𝙖𝙙𝘼𝙘𝙘𝙚𝙨𝙨, 𝙃𝙖𝙨𝙀𝙙𝙞𝙩𝘼𝙘𝙘𝙚𝙨𝙨, 𝙃𝙖𝙨𝘿𝙚𝙡𝙚𝙩𝙚𝘼𝙘𝙘𝙚𝙨𝙨 𝙁𝙍𝙊𝙈 𝙐𝙨𝙚𝙧𝙍𝙚𝙘𝙤𝙧𝙙𝘼𝙘𝙘𝙚𝙨𝙨 𝙒𝙃𝙀𝙍𝙀 𝙐𝙨𝙚𝙧𝙄𝙙 = :𝙐𝙨𝙚𝙧𝙄𝙣𝙛𝙤.𝙜𝙚𝙩𝙐𝙨𝙚𝙧𝙄𝙙() 𝘼𝙉𝘿 𝙍𝙚𝙘𝙤𝙧𝙙𝙄𝙙 𝙄𝙉 :𝙮𝙤𝙪𝙧𝙍𝙚𝙘𝙤𝙧𝙙𝙄𝙙𝙨]; 2️⃣ 𝐅𝐢𝐧𝐞-𝐭𝐮𝐧𝐞 𝐃𝐚𝐭𝐚 𝐒𝐡𝐚𝐫𝐢𝐧𝐠: Use this data to dynamically adjust sharing settings based on user-specific requirements, ensuring a balance between security and collaboration. 🤝 𝐄𝐱𝐚𝐦𝐩𝐥𝐞: 𝐆𝐫𝐚𝐧𝐭 𝐫𝐞𝐚𝐝 𝐚𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐫𝐞𝐜𝐨𝐫𝐝𝐬 𝙛𝙤𝙧(𝙐𝙨𝙚𝙧𝙍𝙚𝙘𝙤𝙧𝙙𝘼𝙘𝙘𝙚𝙨𝙨 𝙖𝙘𝙘𝙚𝙨𝙨 : 𝙖𝙘𝙘𝙚𝙨𝙨𝙇𝙞𝙨𝙩) {   𝙞𝙛(𝙖𝙘𝙘𝙚𝙨𝙨.𝙃𝙖𝙨𝙍𝙚𝙖𝙙𝘼𝙘𝙘𝙚𝙨𝙨) {    // 𝘼𝙥𝙥𝙡𝙮 𝙘𝙪𝙨𝙩𝙤𝙢 𝙡𝙤𝙜𝙞𝙘 𝙛𝙤𝙧 𝙧𝙚𝙖𝙙 𝙖𝙘𝙘𝙚𝙨𝙨   }  } For reference you can use this link: https://lnkd.in/g-vSfcDH #Salesforce #DataSecurity #UserRecordAccess #ApexDevelopment #CRM #Salesforcedevelopement

🚀 Boosting Efficiency with Apex in Salesforce! 🚀 Here's a look at an Apex class I developed to streamline customer search operations in Salesforce. This class dynamically queries Account records based on PAN Number and Mobile Number, showcasing the power of advanced Apex techniques. Key Highlights: With Sharing: Adheres to the current user's sharing rules and security settings, enhancing data security. @AuraEnabled(cacheable=true): Enables the method for Lightning components and caches results for improved performance. Dynamic SOQL Queries: Constructs queries on-the-fly based on user input, ensuring flexible and accurate data fetching. Conditional Logic: Ensures robust execution by building query conditions only when valid inputs are provided. This is a great example of leveraging advanced Apex features for better performance and user experience in Salesforce! #Salesforce #ApexDevelopment #LightningComponents #DynamicSOQL #DataSecurity #PerformanceOptimization NAZIYA AHEMAD KHATIB Rumana Ahmed Persistent Systems   

What if I told you that you could improve your #Salesforce SOQL queries that resulted in- ✅ Reducing Complexity ✅ Save Time Writing Less Queries ✅ Save on API Call Limits Would you be interested? Of course you would! Here's how 👉 https://lnkd.in/gqXx_E9D #salesforceadmin #salesforcedeveloper #salesforceconsultant

🚀 Exciting Salesforce Flow Resources Alert! 🚀 Hey #SalesforceOhana, Check out these amazing Salesforce Flow blog Posts: 1. How to retrieve record Type Id in flow - https://lnkd.in/gRVSfsA8 2. How to send email using flow in Salesforce - https://lnkd.in/gKXZm9vk 3. How to create a Data Table in Salesforce Flow: Complete Guide. - https://lnkd.in/g9-Eh2kg 4. How to Assign records to Queue using Salesforce Flow? - https://lnkd.in/gKQY-W-p 5. How to update child records using salesforce flow - https://lnkd.in/gC3q9qj5 6. How to Invoke a Flow from a Lightning Web Component - https://lnkd.in/gXbtAMKs 7. HTTP Callout in Salesforce Flow Without Code [GET & POST] - https://lnkd.in/gN92b-pC 8. Schedule Triggered Flow in Salesforce - https://lnkd.in/gC5reCZS 9. How to call flow from Quick Action in Salesforce - https://lnkd.in/guCvUExq 10. How to use screen flow in Salesforce - https://lnkd.in/g6pHSEMH 11. How to send Custom Bell Notification using Flow - https://lnkd.in/gW9ZqV_n 12. How to navigate record detail page in flow - https://lnkd.in/gh-jVazc Comment down your favorite topic that is most used by you in flow. Mithun Naik #salesforceflow #salesforceadmin

This component allows admins to trigger a seamless page data refresh from a flow, without having to reload the entire page. Therefore you won't lose your progress in the flow, and still see the updated data on the page. Plus, you can use it even in record-triggered flows! #salesforce #salesforceadmins #trailblazercommunity Joshua Yarmak 🎗️

Hi #connections 👋 , Today we are going to see " 𝐇𝐨𝐰 𝐝𝐨 𝐲𝐨𝐮 𝐨𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐒𝐎𝐐𝐋 𝐪𝐮𝐞𝐫𝐢𝐞𝐬 𝐟𝐨𝐫 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞" 👇 Optimizing 𝐒𝐎𝐐𝐋 (𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐎𝐛𝐣𝐞𝐜𝐭 𝐐𝐮𝐞𝐫𝐲 𝐋𝐚𝐧𝐠𝐮𝐚𝐠𝐞) queries is crucial for improving the performance of your Salesforce applications. Here are some tips and best practices to optimize 𝐒𝐎𝐐𝐋 queries: 👉𝐒𝐞𝐥𝐞𝐜𝐭 𝐎𝐧𝐥𝐲 𝐍𝐞𝐜𝐞𝐬𝐬𝐚𝐫𝐲 𝐅𝐢𝐞𝐥𝐝𝐬: Retrieve only the fields that are required for your application. Avoid using 𝐒𝐄𝐋𝐄𝐂𝐓 * and explicitly list only the fields you need. // 𝐀𝐯𝐨𝐢𝐝 🚫 SELECT * FROM Account WHERE ... // 𝐏𝐫𝐞𝐟𝐞𝐫 SELECT Id, Name, Industry FROM Account WHERE ... 👉𝐅𝐢𝐥𝐭𝐞𝐫 𝐔𝐬𝐢𝐧𝐠 𝐈𝐧𝐝𝐞𝐱𝐞𝐝 𝐅𝐢𝐞𝐥𝐝𝐬: Use indexed fields in your WHERE clause to filter records efficiently. Indexed fields include standard fields like Id, Name, and custom fields marked as "𝐄𝐱𝐭𝐞𝐫𝐧𝐚𝐥 𝐈𝐃" 𝐨𝐫 "𝐔𝐧𝐢𝐪𝐮𝐞." 👉 𝐋𝐢𝐦𝐢𝐭 𝐭𝐡𝐞 𝐍𝐮𝐦𝐛𝐞𝐫 𝐨𝐟 𝐑𝐞𝐜𝐨𝐫𝐝𝐬 𝐑𝐞𝐭𝐮𝐫𝐧𝐞𝐝: Use the LIMIT clause to restrict the number of records returned by a query. This helps reduce the query execution time. // 𝙎𝙀𝙇𝙀𝘾𝙏 𝙄𝙙, 𝙉𝙖𝙢𝙚 𝙁𝙍𝙊𝙈 𝘼𝙘𝙘𝙤𝙪𝙣𝙩 𝙇𝙄𝙈𝙄𝙏 100 👉 𝐀𝐯𝐨𝐢𝐝 𝐔𝐬𝐢𝐧𝐠 𝐒𝐎𝐐𝐋 𝐈𝐧𝐬𝐢𝐝𝐞 𝐋𝐨𝐨𝐩𝐬: Never put 𝐒𝐎𝐐𝐋 queries inside loops, as it can lead to hitting governor limits. Instead, bulkify your code to process records in bulk. 👉 𝐔𝐬𝐞 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐐𝐮𝐞𝐫𝐢𝐞𝐬 (𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐉𝐨𝐢𝐧𝐬): Leverage relationship queries to retrieve related objects' data in a single query rather than making multiple queries. 𝐒𝐄𝐋𝐄𝐂𝐓 𝐍𝐚𝐦𝐞, (𝐒𝐄𝐋𝐄𝐂𝐓 𝐋𝐚𝐬𝐭𝐍𝐚𝐦𝐞 𝐅𝐑𝐎𝐌 𝐂𝐨𝐧𝐭𝐚𝐜𝐭𝐬) 𝐅𝐑𝐎𝐌 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 👉 𝐔𝐬𝐞 𝐀𝐩𝐞𝐱 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐏𝐫𝐨𝐜𝐞𝐬𝐬 𝐃𝐚𝐭𝐚: Use𝐀𝐩𝐞𝐱 𝐜𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 (𝐥𝐢𝐬𝐭𝐬, 𝐦𝐚𝐩𝐬, 𝐬𝐞𝐭𝐬) to process data in memory after querying. Minimize the number of queries by fetching only the required data. Feel free to add your points in comment section 👇 #learningeveryday #salesforcedeveloper #salesforceadmin #salesforcecommunity

HTTP Callout in Salesforce Flow Without Code [GET & POST]. 😍 Hey #Salesforce community! 👋 Excited to share my latest blog on HTTP callout in flow. In this blog, I showed how to do the GET and POST callouts in the flow.📡 If you've ever wanted to seamlessly integrate external data or services into your Flows, this one's for you! 💡 🔍 Key Highlights: Understand the power of HTTP callouts in Flow and how they can level up your automation game. Learn the step-by-step process of making GET requests to fetch data from external APIs. Learn the step-by-step process of making POST requests to fetch data from external APIs. Feel Free to check the Blog: https://lnkd.in/gN92b-pC #salesforceflow #SalesforceFlow #HTTPCallouts #SalesforceIntegration #SalesforceAutomation #TechBlogger #SalesforceCommunity #httpcallout #flowcallout #salesforceadmin #viewonreview

Second Layer - Object Level Access in Salesforce In Salesforce, an OBJECT refers to the data storage units, like Accounts, Contacts, and Opportunities, that can be either default (provided by Salesforce) or custom (created for specific needs). It's vital to ensure that only authorized users handle critical data, adjusting permissions based on each one's role in the organization. 👤 Profiles: Profiles establish a foundation for access control, dictating whether users can create, read, edit, or delete records of specific objects such as accounts, contacts, or opportunities. Additionally, they determine which fields within an object users can access and modify and specify which applications, tabs, and objects are visible and accessible. Traditionally associated with high-level job roles, profiles offer a starting point for permissions but may not provide the detailed control necessary for specific tasks or situations. 🔐 Permission Sets: On the other hand, permission sets allow extending or modifying user permissions beyond what their profile offers. These can grant access to specific objects, fields within an object, Apex classes, and Visualforce pages, even if the user's profile restricts that access. Permission sets are versatile tools for customizing permissions for users with unique requirements, without altering the core profile settings. For managing complex roles or responsibilities, permission set groups bundle multiple permission sets, simplifying the management of permissions for users who need a combination of these. This facilitates the updating of requirements and reduces the complexity of managing multiple permission sets for each user. Join me to delve deeper into field access in Salesforce in my next article. #Salesforce #DataSecurity #AccessControl #SalesforceAdmin #CustomObjects #SalesforceTips #CRMsecurity #TechInsights