Techlogbooks

  Building a career in Salesforce has become one of the most rewarding paths in the technology world. Whether you are starting with zero experience or already working in the ecosystem, there is a clear, achievable roadmap to move from a beginner to a seasoned Salesforce Architect. This step-by-step guide outlines the skills, certifications, and real-world milestones you need at every stage of your journey. 1. Start as a Beginner: Understanding the Salesforce Basics If you are completely new, your first goal is simple: understand what Salesforce does and how businesses use it. Start by learning: What is CRM? How Salesforce stores data (Objects, Fields, Relationships) User management and security basics Navigation, reports, dashboards, and basic automation At this stage, hands-on practice is essential. Use a free Salesforce developer org and explore every menu. Break things, fix them, experiment — that’s how true learning begins. Key Goals for This Stage: Understand co...

  It is the most common action in the Salesforce ecosystem. You fill out a form, update a status, or change an owner. You click that little blue button labeled "Save." A spinner appears. Maybe it takes a second. Maybe three. Then, the page refreshes, and your data is there. It seems incredibly simple. But that spinner is a lie. It is a curtain hiding one of the most complex, brutal, and lightning-fast obstacle courses in enterprise software. In those few seconds, your data isn't just being written to a hard drive; it is being interrogated, validated, transformed, calculated, and broadcasted across the cloud. This is the Salesforce Order of Execution . Whether you are a Junior Admin or a Technical Architect, understanding this journey is the difference between building a clean system and building one that crashes with "CPU Time Limit Exceeded" errors. Here is the slow-motion replay of what actually happens to your record. Phase 1: The Gatekeepers (Validation) The...

When building file-upload functionality in Salesforce Communities (Experience Cloud), many developers run into a confusing issue: Partner Community Users cannot upload files using lightning-file-upload , even when they have access to the parent object — such as a Case. This often leads to the common question: “Do Partner Users actually have access to ContentVersion, ContentDocument, and ContentDocumentLink?” Let’s break down the full explanation. Partner Community Users do not have direct access to the objects: ContentVersion ContentDocument ContentDocumentLink These objects are hidden in the profile/permission set UI, meaning you cannot grant CRUD access directly. However… Partner Users can upload files as long as: They have access to the parent record (e.g., Case) The community sharing model allows file visibility The Salesforce system handles ContentDocument & related objects implicitly But certain org settings or sharing restrictions can still...

Lightning Web Components (LWC) has become the modern standard for building fast, scalable, and dynamic user interfaces on the Salesforce platform. Whether you're a Salesforce Admin transitioning into development, or a beginner wanting to master front-end development inside Salesforce, this structured LWC tutorial plan will guide you step-by-step—starting from the basics and moving into real-world skills. This article outlines a complete learning pathway along with a companion YouTube Shorts + Full Tutorial Playlist you can follow: Watch the Playlist:   Why Learn LWC? LWC provides: Faster performance Modern JavaScript programming Better component encapsulation Reusability across applications Full alignment with standard web platform features Whether you're working on UI enhancements, integrations, dashboards, or advanced apps—LWC is now essential. LWC Tutorial Plan (Beginner-Friendly & YouTube-Ready) Below is the full structured tutorial plan you a...

  Salesforce introduced one of its most powerful and developer-friendly features in Winter ’23 : the FIELDS() function in SOQL . This feature completely changes how we write queries—especially for debugging, API testing, dynamic data exploration, and admin/developer productivity. Before this feature, retrieving “all fields” from an object required: manually listing every field generating describe calls writing dynamic SOQL using tool-generated queries (Workbench, VS Code, etc.) Now, with FIELDS() , you can retrieve standard fields, custom fields, or ALL fields in one line. Click here to watch video on how it works What is the FIELDS() Function? FIELDS() is a SOQL function that dynamically expands into the fields of an SObject at query runtime. It supports three modes : Mode Description FIELDS(STANDARD) Retrieves all standard fields of the object. FIELDS(CUSTOM) Retrieves only the custom fields (fields ending in __c). FIELDS(ALL) Retrieves both standard + custom field...

  Batch Apex is designed for handling large-scale operations that involve processing thousands or even millions of records—tasks that would normally exceed Salesforce’s standard execution limits. By dividing data into smaller sets, or batches , this approach allows processing to occur asynchronously, helping you stay within platform limits. If your use case involves actions like data cleanup, mass updates, or archiving, Batch Apex is often the most efficient choice. When writing tests for Batch Apex, only a single execution of the execute method can be directly tested. To manage system resources effectively and avoid governor limit issues, you can specify the scope parameter in the executeBatch method, which controls how many records are processed at a time. The executeBatch call runs asynchronously, meaning the process continues in the background after it starts. Therefore, during testing, it’s essential to ensure that the batch process completes before verifying the results....