Salesforce follows a strict, predictable process when saving data. Each step is carefully designed to ensure that operations either succeed completely or fail safely—without leaving your data corrupted. These core concepts—Order of Execution, Transactions, Locking, Savepoints, and Partial Success—form the foundation for reliable automation and error handling. Together, they give...
These tools let you tailor Salesforce so each team sees the right fields, the right options, and the right flow—without cloning objects or creating chaos. Think of them as your toolkit for shaping UX and data quality around real business processes. Record Types Record Types let you present different processes,...
In Salesforce (and most CRMs), your relationship design defines how records connect and behave. The big three to know: Master-Detail, Lookup, and Junction objects for many-to-many. Roll-ups—native or custom—sit on top to summarize child data. Master-Detail Relationship ?️ A tight parent-child link where the parent controls the child. Parental control:...
Introduction In Salesforce, data modeling sits at the core of everything—APIs, automation, UI, analytics, all of it. Beyond standard and custom objects, you’ve also got External Objects for virtualized data, Big Objects for massive, append-only datasets, and polymorphic fields (like WhatId/WhoId) for flexible relationships. This guide gives Developers, Admins, and...
Introduction Salesforce is multi-tenant at its core: many customers share the same runtime, database fabric, and services, while each org’s data and metadata stay logically isolated. To keep this shared environment fast and fair, Salesforce enforces governor (trust) limits—caps on resource usage at the transaction and org level. With Hyperforce,...
