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Showing posts from September, 2025

Keeping Salesforce Data Clean: A Complete Guide to Stopping Duplicate Records

Imagine this: your sales rep calls a promising lead, only to find out another teammate called the same person yesterday. Meanwhile, your marketing team accidentally sends two identical emails to the same contact, and customer support can’t see a full history because information is scattered across multiple records. The culprit? Duplicate records in Salesforce. They may seem harmless at first, but duplicates quietly drain time, distort reports, frustrate customers, and create unnecessary chaos. The good news is that Salesforce offers several tools—and a few extra tricks—to stop duplicates before they become a bigger headache. Let’s break it down. The Hidden Cost of Duplicate Data When Salesforce data isn’t clean, here’s what happens: Fragmented Customer View – Agents miss key emails, calls, or cases because details are spread across multiple records. False Insights – Reports look inflated, with duplicated opportunities or campaign responses. Wasted Resources – Market...

Resolving Salesforce “invalid_grant” Authentication Failures

  Problem Overview A commonly encountered error while attempting to obtain an OAuth token from Salesforce using the authorization code flow. After receiving an authorization code: https://login.salesforce.com/services/oauth2/token Including the following parameters: code grant_type = “authorization_code” redirect_uri client_id client_secret However, Salesforce responded with: {"error":"invalid_grant","error_description":"authentication failure"} HTTP status code 400 accompanied the error—indicating that despite all parameters being provided, the token exchange failed unexpectedly. Step-by-Step to Fix Authentication The comprehensive approach to resolve this issue: Create a Salesforce Developer Account Begin with a free developer account from developer.salesforce.com. Set Up a Connected App From the Setup menu, navigate to Create → Apps → Connected Apps → New . Fill out required fields—including OAuth settings and callb...