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Salesforce Technology

Create Salesforce Trial Orgs for Development & Demos

·2 mins
The ease of creating developer or demo playgrounds in Salesforce has always been a big plus for the platform. The ability to spin up a new org in a matter of minutes and start building for demos or for production facilitates easier visualization of capabilities and help teams to be more hands on with their solutions.

3 Things I Don't Like in Salesforce Lightning

·4 mins
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

·3 mins
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 - Get Google credentials for authenticating users through your app Setup Google as an auth provider in your salesforce org 1.

Dynamic Forms for Detail Views in Salesforce

·3 mins
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.

Using Salesforce as an Authentication Provider

·3 mins
In this post we will see how Salesforce can be used as an authentication ( + authorisation) provider with OpenID connect. But first, what exactly is OpenID connect anyway? In simple words - it is a way to perform authentication and (basic) authorisation from a trusted server using OAuth 2.

Create Quick Data Entry Screens with Screen Flow

·3 mins
The typical “CRM flows” work ok, but there’s always opportunities to make them efficient.Consider the below simple “new customer onboard” work flow - Create account (and contact) information Capture a case for an installation service Normally, this would mean -

Visualise Any Object in a Calendar in Salesforce

·1 min
Salesforce makes it super easy to view (almost) any data in a calendar. All you have to do is a few steps - Click on App launcher, search for Calendar and select it In the calendar view, look out for My Calendars towards the bottom, right-hand side of the screen Click on the cog (⚙) icon, click New Calendar Select the object that you need Select fields for calendar and values to display I chose Contact and Last Viewed Date to view the last names of contacts I have connected with this week / today.