Category: Salesforce

  • How to Email Salesforce Reports as Excel?

    Question How to Send Scheduled Reports as Excel Attachments Instead of Embedding Them in Emails in Salesforce? Salesforce scheduled reports embed the report content directly in the email, which makes further drill-down and data analysis difficult. Is there any workaround to send these scheduled reports as Excel attachments rather than embedding them within the email?…

  • How to Enable “Edit as Draft” for Articles?

    Question: How to Enable “Edit as Draft” for Articles in Salesforce Experience Cloud? I need assistance enabling the “Edit as Draft” functionality for Salesforce Experience Cloud users. Despite granting all necessary permissions (object, field, and data category access), the “Edit as Draft” option is still unavailable for community users. Are there additional configurations or steps…

  • How Do “With” and “Without Sharing” Work in Apex?

    Question: I’m trying to solidify my understanding of the “With Sharing,” “Without Sharing,” and unspecified sharing rules in Salesforce Apex. Below is my current understanding, followed by some scenarios and questions for clarification: Notes on Sharing Rules: Scenarios for Validation: I have three classes: Based on the above, I have the following scenarios: Additional Questions:…

  • Why Am I Getting ‘Entities Not Compatible’ Error While Creating a Managed Package?

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    Question Error while creating managed package — entities not compatible I’m creating a managed package and when creating the package I get this error: Warning: (1) Estas entidades no son compatibles: [Role, Group] Translation: these entities are not compatible: [Role, Group] The package.xml contains: The Todos_los_usuarios.group-meta.xml contains: The R2C2_corporativo.role-meta.xml contains: I don’t know how to…

  • Automate TS to JS Build for LWC in VSCode?

    How to Automate TypeScript Compilation in an LWC Project for Teams Using Both VSCode and IntelliJ IDEA? I want to use TypeScript in our Lightning Web Components (LWC) project. Our team is split between using VSCode and IntelliJ IDEA. TypeScript compilation works automatically in IntelliJ IDEA, but in VSCode, we have to manually run the…

  • What Are Apex Batch Action Results?

    Question What Are “Apex Batch Action Results” in the Spring ’25 Release Updates, and How Can They Be Used? While reviewing the Spring ’25 release updates for my Salesforce org, I came across a mention of “Apex batch action results.” However, I couldn’t find detailed information about this feature online. Could someone help explain what…

  • Understanding Salesforce Vlocity

    Understanding Salesforce Vlocity

    Salesforce Vlocity, now known as Salesforce Industries, is a suite of industry-specific solutions built on the Salesforce platform. It caters to the unique needs of various sectors, including telecommunications, media, insurance, health, and public sector industries. Vlocity provides pre-built solutions that include industry-specific data models, processes, and integrations. These solutions help businesses accelerate their digital…

  • Salesforce Integration Interview Questions with Answers

    Salesforce Integration Interview Questions with Answers

    Salesforce integration refers to the process of connecting Salesforce CRM with other systems, applications, or data sources to ensure seamless data flow and functionality across different platforms. This integration enables businesses to consolidate their data, automate workflows, and enhance productivity by allowing various systems to work together efficiently. By integrating Salesforce with other tools such…

  • Top 10 Salesforce Flows Interview Questions

    Top 10 Salesforce Flows Interview Questions

    Salesforce Flows are a powerful automation tool within the Salesforce platform, enabling administrators and developers to create complex business processes without writing code. With capabilities that surpass Workflow Rules and Process Builder, Flows can handle intricate logic, interact with users, and automate a wide range of tasks. In this article, we’ll explore some of the…

  • Top 15 Salesforce Triggers interview questions

    Top 15 Salesforce Triggers interview questions

    1. What is a Salesforce trigger and when would you use it? A Salesforce trigger is an Apex script that executes before or after specific data manipulation language (DML) events occur, such as insert, update, delete, or undelete. Triggers are used to perform custom actions when a record is manipulated. For instance, if you need…

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