Manual Sharing in Salesforce

5 mins read

Salesforce contains a lot of data in the form of records. And the sharing of these records within the organization with different employees, managers, and teams of each department (marketing, finance, sales department, etc) is done with the help of various security and sharing settings offered by Salesforce. Manual Sharing […]


Sandbox Refresh Strategy

4 mins read

Sandbox refresh strategy is important considering there could development work that could be in the Sandboxes and be lost. Also refreshing sandboxes could also result production data be available in Sandboxes which you may want to mask before it being available. Org Structure and Naming Convention: We should know how […]


Salesforce Email Template Considerations

2 mins read

Email Templates Email templates are used to help increase productivity and ensure consistent email messaging. Email templates permits usage of merge fields which lets you send emails that include a related field value from Salesforce records. Types     Within Salesforce there are 2 User-Interface experiences (Lightning and Classic). The email templates […]