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Showing posts with the label Salesforce Configuration

Salesforce External Services

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Hello Trailblazers,   Today we will discuss about another no/low code feature of Salesforce – External Services. Whenever delivering an application if you can provide 360-degree view of products or services on a single platform then it becomes important factor which can affect customer satisfaction in positive way. And integrations help us in achieving the same by allowing us to connect to various services to get data or process data. In traditional approach we were using apex classes to implement REST integration with the help of endpoints and other necessary details. But Salesforce has now come up with External Services with the help of which you can connect your Salesforce Org to any RESTful service with the help of API Specification. So now onwards whenever you have to call any external web service just perform below steps and you will be able to connect your org without any code – Get API Specification File* from web service provider Create Named Credentials Register your...

Salesforce Hierarchy Custom Settings : Fair Use

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  Hello Trailblazers,   Today I am going to discuss about one functionality of Salesforce that everyone knows but still very few use it in correct way. We have been using Custom Settings for storing static values for global use and avoid hard coding, but I believe most of us use List type Custom Settings only. I am going to explain Hierarchy Custom setting and it’s actual/appropriate use in this blog. So first let us quickly understand what custom settings are – Custom Settings are just like Custom Objects in Salesforce which enable us to create custom sets of data that can be accessed in formula fields, validation rules, apex, flows & SOAP API without consuming an extra query for retrieval. There are two types of custom settings: List & Hierarchy. What is Hierarchy Custom Setting? Hierarchy Custom Settings does the same job done by List Custom Settings but with an additional power of managing data as per built-in hierarchical logic that let’s you decide what dat...