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’);...
Automation Process
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...
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....
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...
In Salesforce event-driven systems, Platform Events are delivered at least once — meaning the same message can show up multiple times or even arrive out of order. That’s completely fine, as long as your consumers are idempotent (safe to process more than once) and you have a durable replay strategy...
When your Salesforce org contains millions of records, how you read and process that data matters just as much as what you do with it. Salesforce’s Batch Apex is designed to process massive datasets within governor limits—but to use it effectively, you need well-tuned scope sizes, efficient “queryMore”-style pagination, and...
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...
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...
In Salesforce, almost everything — DML, SOQL, triggers, and flows — runs inside a single transaction. That’s powerful because it ensures data consistency: if something fails and isn’t handled, the entire transaction rolls back automatically. But in the real world, not everything needs to be all-or-nothing. Sometimes you want partial...
Designing a great Apex trigger starts with three fundamentals: Choosing the right trigger timing (before vs. after) Managing cross-object updates cleanly Offloading heavy or error-prone work to asynchronous processes Get these right, and your automations will stay fast, bulk-safe, and reliable — even under complex business logic. ? Trigger Timing:...
