Tag Archives: Salesforce Automation

How to Write Bulkified Apex Code in Salesforce to Avoid Governor Limits

Salesforce runs Apex in a multi-tenant environment, where multiple organizations share the same computing resources. To ensure fair resource usage and maintain platform performance, Salesforce enforces Governor Limits hard limits on database operations, CPU usage, and memory consumption. Some of the most important governor limits include: This is where Bulkification becomes essential. Bulkification is the… Read More »

How to Bypass Validation Rules in Salesforce Flow Using Custom Permissions

Validation Rules are one of Salesforce’s most powerful declarative features for maintaining data quality. They ensure that users enter complete and accurate information by preventing records from being saved when business rules are violated. However, not every update originates from a user. Modern Salesforce implementations rely heavily on Record-Triggered Flows, Scheduled Flows, Platform Events, and… Read More »

Using Generative AI in Salesforce Apex to Automate CRM Tasks

Salesforce Apex allows developers to extend CRM capabilities by adding custom business logic and automation. However, most CRM records such as Leads and Cases contain unstructured text, making it difficult to quickly understand customer intent, priority, or business value. By integrating Generative AI with Salesforce Apex, we can automatically: In this blog, we’ll explore how… Read More »

How to Use Scheduled Paths in Salesforce Flow to Automate Follow-Ups

In Salesforce, a record-triggered flow normally runs immediately when a record is created or updated. But what if you want an action to happen after some time — for example, sending a reminder email or creating a follow-up task? That’s where Scheduled Paths in Salesforce Flow Builder come into play. A scheduled path allows you… Read More »

GUMU™ Feature: Auto Update the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs

In this blog post, we’ll walk through a solution that automatically updates the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs. This update is based on the value in the “Update_Last_Sync_by_Days__c” field, which allows users to add a specified number of days to the current sync date and reflect as… Read More »

How to separate Shipping and Billing Street into multiple address lines while importing data from Sage into Salesforce

In this post, we’ll discuss how to split or separate Shipping and Billing Street into multiple address lines in Salesforce. These fields are often used to store address information and are typically set up as long text fields, allowing for multiple lines of data like street numbers, names, apartment or suite numbers, and other details.… Read More »