Automation Process

DML Operations: insert, update, upsert, delete, undelete What Is DML? DML (Data Manipulation Language) is used to change data in Salesforce. Simple Explanation DML is how you save, edit, or remove records in Salesforce. Common DML Operations insert – Create new records Account acc = new Account(Name = ‘ABC Ltd’);...

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  • January 6, 2026

Aggregate Queries What Are Aggregate Queries? Aggregate queries are used to calculate values like totals, counts, averages, minimums, and maximums. Simple Explanation Instead of reading every record, ask Salesforce to do the math for you. Common Aggregate Functions COUNT() SUM() AVG() MIN() MAX() Real-Life Example “How many contacts do we...

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  • January 5, 2026

What Is SOQL? SOQL (Salesforce Object Query Language) is used to retrieve data from Salesforce objects (like Account, Contact). Simple Explanation SOQL is Salesforce’s version of SELECT queries, designed for CRM data. Basic Query Structure SELECT FieldName FROM ObjectName Real-Life Example You want a list of customer names from Salesforce....

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  • January 5, 2026

Salesforce Flow is Salesforce’s main declarative automation tool. It lets you build complex business processes (create/update records, send emails, call Apex, show screens, run in the background or on a schedule) without writing code. It is the recommended replacement for Workflow Rules and Process Builder. Types of Flows Record-Triggered Flow...

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  • November 7, 2025

Asynchronous Apex can massively scale your Salesforce org—but only if you chain jobs safely, manage state effectively, handle errors gracefully, and maintain visibility into what’s happening behind the scenes. This guide walks through real-world strategies for chaining async jobs, passing state across transactions, handling errors reliably, and monitoring everything in...

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  • October 21, 2025

Salesforce provides four main asynchronous processing tools — @future, Queueable, Batch, and Schedulable — each designed for different use cases. Choosing the right one impacts performance, reliability, governor limit management, and the overall user experience. In this guide, we’ll break down their strengths, ideal use cases, and limitations. You’ll also...

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  • October 21, 2025