Salesforce Help Archives

How Salesforce Admins Can Debug Declarative Errors Like a Pro

As a Salesforce Admin, you're often the first line of defense when something breaks, doesn’t run as expected, or behaves strangely in the system. But what do you do when…

Bastin X June 11, 2025

Salesforce Salesforce Help

Detailed Step-by-Step Guide: Postman to Salesforce API Integration

1. Set Up a Connected App in Salesforce Purpose: Create an OAuth 2.0 app to authenticate Postman with Salesforce. Steps: Navigate to Setup → App Manager → New Connected App. Fill in details: Connected…

Bastin X June 4, 2025

Salesforce Salesforce Help

Major Salesforce Features Being Retired in 2025: What You Need to Know

Salesforce continuously evolves its platform to improve performance, security, and usability. As part of this process, certain older features are deprecated to make way for newer, more efficient solutions. If…

Bastin X May 28, 2025

Salesforce Salesforce Developer Salesforce Help

Dynamic Dashboards vs Static Dashboards in Salesforce: Use Cases and Governance

Salesforce is a powerful, low-maintenance Customer Relationship Management (CRM) system with a user-friendly interface and easy customization. It’s the platform of choice for digitizing the front office experience. Yet capturing…

Bastin X May 21, 2025

Salesforce Salesforce Developer Salesforce Help

Salesforce Reports and Dashboards: A Complete Guide

Salesforce Reports and Dashboards are powerful tools that help businesses analyze data, track performance, and make informed decisions. Whether you're a Salesforce admin, a business user, or a manager, understanding…

Bastin X May 14, 2025

Salesforce Salesforce Help

Formula Fields in Salesforce

1. Introduction Formula Fields are among the most powerful no-code tools in Salesforce, allowing admins and developers to build dynamic, auto-calculated fields without writing a single line of Apex code.…

Bastin X May 7, 2025

Salesforce Salesforce Help

Unlocking the Full Power of Salesforce: Built-in Features and All Possible Extensions

Salesforce is more than just a CRM—it's a powerful platform that can be tailored and extended to meet the needs of businesses in any industry. While it comes with robust…

Bastin X April 28, 2025

Salesforce Salesforce Developer Salesforce Help

The Ultimate Guide to Salesforce Developer Environmental Sandbox

Introduction If you're a Salesforce developer, administrator, or consultant, you've probably heard of Salesforce Sandboxes. These environments are essential for building, testing, and deploying applications without affecting your live production…

Bastin X March 19, 2025

Salesforce Salesforce Help

Salesforce Org Overview

What is a Salesforce Org? Definition and Purpose A Salesforce Org (organization) is a unique instance of Salesforce that contains data, applications, and customizations specific to a company or individual.…

Bastin X March 19, 2025

Salesforce Salesforce Developer Salesforce Help

Salesforce Public Groups and Queues

Target : Salesforce Administrators, Business Users, and Developers Objective: Understand Public Groups and Queues in Salesforce. Learn how to create, manage, and use them efficiently. 1. Introduction Objectives Understand how…

Bastin X February 26, 2025