crmcog

Hello, world. This is a blog about CRM technologies and stuff.

Posts will typically follow my current interests - they incl. salesforce.com, Zoho and other cloud-based CRM products
There are old and new posts on Siebel, and off-beat low-code/full-of-code tech to create magical CRM platforms

You will find guides, developer tips, technology explorations, my learnings, and how I try to be a good human being in the process. Following channels are recommended to keep in touch -

Email: Subscribe
Feed: RSS link for your reader

Recent Posts

Simple Inbound REST API Using Apex

Posted on 2022-12-12 5 mins read
There are multiple options to create REST APIs to expose Salesforce data and processes, some of the popular ones being -
3 Things I Don't Like in Salesforce Lightning

Posted on 2021-02-20 4 mins read
Salesforce Lightning is great. We have a sophisticated UI for the Salesforce product in Lightning- Choose a wide-array of layouts and display graphical and text data Provide responsive UI for users on any device Enable layered security for data access and extend the business layer functionality well into the UI Make it easy to implement data-driven behaviour Lightning web components leverage the latest in web standards to provide a scaleable framework that can be well-supported in the foreseeable future.
Google Authentication in Salesforce

Posted on 2021-02-14 3 mins read
In this post we will see how Google authentication can be enabled in Salesforce using OpenID connect. We can enable Google authentication in Salesforce with these simple steps -
Dynamic Forms for Detail Views in Salesforce

Posted on 2021-02-13 3 mins read
Salesforce UI configuration has been straight forward - Create a Page Layout for an object (and assign that to profiles/permission sets) Add button/action link/other controls to layout Add fields Salesforce shows the “proven”, “battle tested”, two-column layout for the fields and that was that.
Apex Debug Log Analyser

Posted on 2021-02-12 One min read
Apex logs are full of “stuff”. While that generally may be a good thing, getting around to the problem at hand may be a tad bothersome.
Using Salesforce as an Authentication Provider

Posted on 2021-01-18 3 mins read
In this post we will see how Salesforce can be used as an authentication ( + authorisation) provider with OpenID connect.
Integration Patterns in Salesforce

Posted on 2021-01-17 One min read
Salesforce provides some great tools to integrate other applications. This post outlines the available options to follow defined integration patterns.
Create Quick Data Entry Screens with Screen Flow

Posted on 2021-01-16 3 mins read
The typical “CRM flows” work ok, but there’s always opportunities to make them efficient.Consider the below simple “new customer onboard” work flow -
Easily Export Salesforce Data to Google Sheets

Posted on 2021-01-15 One min read
The typical way I quickly export data from Salesforce is to use Data Loader, or go to Dataloader.io. But, there’s also this alternative that is super useful and free.
Visualise Any Object in a Calendar in Salesforce

Posted on 2021-01-14 One min read
Salesforce makes it super easy to view (almost) any data in a calendar. All you have to do is a few steps -
Capture Apex Errors in Salesforce Objects

Posted on 2021-01-12 3 mins read
What do you do if you want to capture exceptions in Apex? Since Apex is a Java-like language, your gut instinct will be to do something like this -
Check Page Performance in Salesforce

Posted on 2021-01-11 2 mins read
Here are two quick ways to manually (& reliably) track of Salesforce page performance. Suffix eptVisible Flag Navigate to any Salesforce application URL like you always do, but with a suffix - ?
Create a Simple Calculator using LWC

Posted on 2021-01-11 3 mins read
Let us create a simple calculator app with Lightning Web Component (LWC) in Salesforce. Pre-requisites to get started - Create your org if you don’t already have one - we don’t need to check-in any code Create a new project in VSCode in VSCode and connect to your org (or, open an existing project) Hit Ctrl+Shift+p > enter sfdx: Create a new Lightning Web Component.
Force Formula Recalculation in Apex

Posted on 2021-01-10 2 mins read
Here’s a quick tip on what you can do if you need a calculated value in Apex when you are creating a new record or modifying a record.
Salesforce API Example Collection

Posted on 2021-01-09 2 mins read
If you always wanted to learn salesforce.com APIs and what you could do with them, but too afraid to ask.. fear not - now that we have example API collection directly from salesforce!