Author Archives: Greytrix

Salesforce Report Formulas Explained: How Row-Level and Summary Formulas Turn Data into Insights

Salesforce reports become truly powerful when formulas are used to transform raw data into meaningful insights. Row-Level Formulas and Summary Formulas allow users to calculate values directly within reports, helping teams analyze performance and trends without writing any code. Row-Level Formulas work on individual records, while Summary Formulas calculate results on grouped data such as… Read More »

Configurable Apex in Salesforce Using Custom Metadata Types

In Salesforce development, hardcoding configuration values such as approval limits or thresholds can quickly become unmanageable. Any change often requires modifying Apex code and redeploying it, which increases risk, slows down operations, and creates unnecessary dependency on developers. Build Flexible, Admin-Friendly Configuration Without Hardcoding Custom Metadata Types (CMDTs) solve this problem by allowing configuration to… Read More »

Understanding Agentforce Vibes Modes: Plan, Act, and Deep Planning

Agentforce Vibes introduces intelligent modes that define how an AI agent approaches a task. Instead of responding the same way to every request, these modes allow users to control whether the agent should first think and structure, immediately execute, or deeply analyze a complex problem. The three core modes – Plan, Act, and Deep Planning… Read More »

How to Extend GUMU Web Service Timeout for Reliable Salesforce-ERP Integration

When integrating Salesforce with ERP systems using the GUMU connector, Salesforce performs external web service callouts to preview or synchronize data. In real-world ERP environments – especially those running extensive background business processes – these callouts can sometimes take longer than expected. By default, Salesforce enforces a 10-second read timeout for synchronous Apex callouts. If… Read More »

How to Configure Lead Assignment & Auto-Response Rules in Salesforce

Managing leads efficiently is critical for any sales-driven organization. Salesforce provides two powerful automation tools to streamline lead management and ensure faster follow-ups: In this blog, you’ll learn what these rules are, why they matter, and how to configure them step by step to optimize your Salesforce lead management process. What Are Lead Assignment Rules?… Read More »

Salesforce Spring ’26 File Deletion Permissions Explained: A Complete Admin Configuration Guide

Files and Collaboration: A Daily Reality for Salesforce Users Files sit at the core of collaboration in Salesforce. From contracts and invoices to proposals and internal documentation, files are attached to Accounts, Opportunities, custom objects, and shared extensively through Chatter.For Salesforce Admins, however, one critical question has always remained: who should actually be allowed to… Read More »

Why Salesforce Logs You Out After “Login As User”- And How to Fix It Instantly

Have you ever faced this situation in Salesforce? You Login As a User, perform your testing, click Logout… and suddenly you’re logged out of Salesforce completely.Instead of returning to your Admin session, Salesforce redirects you straight to the login page. If this sounds familiar, don’t worry – this behavior is completely expected and is controlled… Read More »

Sibling-to-Sibling Communication in LWC Using a Common Parent – A Complete Guide (Part 3)

In the previous parts of this blog series, we explored the fundamental communication mechanisms available in Lightning Web Components (LWC): Part 1 – focused on Child-to-Parent communication using custom events. Part 2 – covered Parent-to-Child communication using public (@api) properties and methods. In this third part, we build on those foundational concepts and address a… Read More »

The Mediator Pattern in LWC: How Sibling Components Really Communicate

Sibling component communication is one of the most confusing topics for developers working with Lightning Web Components (LWC). At first glance, it feels natural to expect sibling components to communicate directly with each other. When that doesn’t work, many developers immediately reach for Pub-Sub, often without fully understanding the long-term implications. Salesforce encourages a more… Read More »

The Apex Annotation Trap in Salesforce: @AuraEnabled vs @InvocableMethod Explained

Salesforce Apex annotations may look simple at first glance, but choosing the wrong one can silently introduce performance issues, scalability limitations, and long-term technical debt. A single annotation – @AuraEnabled or @InvocableMethod – defines how your Apex logic interacts with Lightning Web Components (LWC) and Salesforce Flow, and misusing them can quickly push your solution… Read More »