360 Degree view of CRM – 360 Degree View of Salesforce CRM

Business Requirement One of the common requirements we see in most of the projects is to make a record Read Only based on some conditions. Some of the use cases to make the record read only are listed here:- Solution One common solution for above use cases is to use a page layout with all

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Batch Integration Using Salesforce Bulk API 2.0

By V Jaiswal

Data is becoming more and more important for all companies. With the evolution of technology and communication channels data is growing exponentially and it is also bringing requirement to integrate large volume of data. Salesforce being #1 CRM, also requires integrating with other systems and moving large volume of data bidirectional. Salesforce Bulk APIs are

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End of Life: OAuth 2.0 Username-Password Flow

By V Jaiswal

For several years, Username-Password Flow used to be a simple and preferred approach for Server-to-Server Integration. We have been using this for Integrating Salesforce with other applications. Salesforce finally decided to discontinue support for this flow and recommends using Client-Credential or JWT based authentication as they are more secure. Recently one of my team members

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Spring 25: Transition to New Email Threading Behavior

Leave a Comment / By SRIK

With the new Email-to-Case threading behavior, incoming emails aren’t matched using Ref IDs. Instead, they are matched using a new secure token in the email subject or body. If no match is found, we also check metadata that’s contained in the email headers. Email-to-Case is backward compatible until you turn on Lightning threading. What is

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Legacy chat retirement (Messaging for In-App and Web)

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Salesforce will retire legacy Chat products (LiveAgent, Salesforce Chat, Embedded Chat, and Service Chat) on February 14, 2026. Below are the editions affected by this retirement. We can continue using current Chat services and implementations through the announced retirement date. However, all customers will need to migrate to our new Messaging for In-App and

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Demystifying Data Cloud for Beginners

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In recent months, there has been considerable excitement surrounding Salesforce Data Cloud and Einstein AI. Adding to the intrigue, at Dreamforce 2023, Salesforce unveiled Free Data Cloud. This announcement has sparked doubled curiosity. Now, all customers with Enterprise Edition or higher can access Data Cloud and Tableau at zero cost. For additional information, please refer

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Health Cloud Provider Search – Patient 360 Experience

By V Jaiswal

Provider Search should not be a new concept for all of us. If you worked on healthcare project, then most likely you would have come across Provider Search. On the other hand, even if you are not part of healthcare industry and you are not in IT field you would have used Provider Search concept

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How do I simulate omnichannel chat in Sandbox?

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Salesforce developers who have implemented Service cloud with Omni channel features might know this hack very well. This article is for those who have been onboarded into a project that extensively uses chat and chatbot features. In order to test any small change on chat, – need to launch the chat functionality most of the

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Leveraging Colored Favicons in Salesforce: Chrome Extension

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For individuals like myself who often find themselves juggling numerous tabs simultaneously—perhaps one for sandbox UAT, another for testing, and yet another for client production instances, among others—keeping track of each tab’s purpose can be quite the challenge. However, an effective and efficient solution lies in leveraging favicons. These small but mighty visual cues provide

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