Category: Salesforce

For those interested in or working with Apex Rollup, you may be interested in the Joys of Apex blog – the author, James Simone, is the developer behind the popular repository, Apex Rollup. I interviewed James to find out how he came to be in… Read More

Starting a Salesforce freelancing business is difficult, and sustaining it can be a challenge. That’s why we’re excited to announce we will be launching our new course, “Start a Salesforce Freelancing Business”, on the 14th February 2022. In this course, I will show you how… Read More

Starting a Salesforce freelancing business is difficult, and sustaining it can be a challenge. That’s why we’re excited to announce we will be launching our new course, “Start a Salesforce Freelancing Business”, on the 14th February 2022. In this course, I will show you how… Read More

The abundance of data in today’s business environment continues to grow exponentially, and is continuously changing and decaying. This poses significant challenges to the quality of data in our CRM. Data quality has a direct impact on business performance and decision-making processes, especially as businesses… Read More

Almost two years on from the start of the Covid-19 pandemic, much has changed in the Salesforce landscape. The era of digital transformation was propelled forwards and Salesforce pioneered ways to navigate the “new normal”. With the future still uncertain, and no clear understanding of… Read More

Trailhead is Salesforce’s online learning platform where professionals can do self-guided training, for free. Trailhead was born from Salesforce’s motivation to build a skilled workforce to meet looming technical skill gaps. A large part of Trailhead’s overwhelming success is its gamification. Users achieve badges (etc.)… Read More

Salesforce Maps is a location intelligence solution – the best way to embed and use maps within Salesforce, and to understand how your Salesforce data is mapped geographically.  Salesforce Maps offers impressive location data visualization, live location tracking, and route optimization.  Popular use cases for… Read More

Creating roll-up summary fields on the master object in a Master-Detail relationship is relatively straightforward. The majority of Salesforce Admins will be comfortable creating roll-up summary fields, as well as the limitations around them. Speaking of limitations, roll-up summaries are really easy to set up,… Read More

Roll-up summary fields are great! But it’s important to remember that they are only available between objects with a Master-Detail relationship.  Never fear, as in this article we’ll be learning how to create roll-up fields between objects that have a Lookup relationship using the mighty… Read More

Salesforce Account hierarchies are great for modelling large organisations. However, when it comes to rolling data up the hierarchy, things can be harder than imagined.  Generally, roll-up summary fields can be used to roll-up data from child to parent records. Roll-up summaries are really easy to… Read More