To export data from Salesforce, use Setup → Data Export for a full backup of all objects as CSV files, a report export for one filtered list in Excel or CSV, and Data Loader (or the Salesforce CLI) for large or repeatable exports of one object. Which one to pick depends on how much data … Read more >>>
To display a toast notification in a Lightning Web Component (LWC), import ShowToastEvent from lightning/platformShowToastEvent and dispatch it with a title, message and variant: this.dispatchEvent(new ShowToastEvent({ title: ‘Success’, message: ‘Record saved’, variant: ‘success’ })). The variant (success, error, warning or info) sets the colour and icon, and the mode decides whether the toast closes by … Read more >>>
To call an approval process from Flow in Salesforce, add the Submit for Approval core action to your flow, set Record ID to the record and Approval Process Name Or ID to the approval process’s API name, and optionally add a submission comment. In a record-triggered flow this submits records automatically, so users no longer … Read more >>>
To send a custom notification using Flow in Salesforce, create a Custom Notification Type in Setup, then add the Send Custom Notification action to a flow with four inputs: the notification type’s Id (from Get Records), a title, a body and a text collection of recipient Ids. The notification appears in the recipients’ bell and, … Read more >>>
The Apex Scheduler runs an Apex class automatically at a set time: you write a class that implements the Schedulable interface, then schedule it with System.schedule(‘Job name’, ‘0 0 7 * * ?’, new MyClass()) or from Setup → Apex Classes → Schedule Apex. You stop it with System.abortJob(jobId) or the Del link on the … Read more >>>
The String class in Apex is Salesforce’s built-in class for working with text, with methods such as contains(), substring(), split(), replace() and trim(). Instance methods are called on a String variable (name.trim()), and static methods are called on the class itself (String.isBlank(name)). I ran every method in this tutorial as anonymous Apex in a Salesforce … Read more >>>
To filter by date in SOQL, compare a Date or DateTime field with a value written without quotes (CloseDate > 2026-10-31, CreatedDate >= 2026-10-06T00:00:00Z) or with a date literal such as TODAY, LAST_N_DAYS:7 or THIS_MONTH. To compare a DateTime field with a plain date, wrap it in DAY_ONLY(), and add convertTimezone() when the day must … Read more >>>
The CURRENCYRATE function in Salesforce returns the conversion rate from your corporate currency to the currency you name with its ISO code, for example CURRENCYRATE(“EUR”). Multiply an amount in the corporate currency by it to convert the amount, and expect 1.0 when the code is invalid or the org doesn’t use multiple currencies. I tested … Read more >>>
To log a call in Salesforce, open the contact, lead, account or opportunity, click Log a Call in the Activity panel, enter a subject and comments, and click Save. Salesforce stores the call as a completed Task with Task Subtype = Call and shows it in the record’s activity timeline. I logged a real call … Read more >>>
SFDX (Salesforce DX) is Salesforce’s source-driven way of building and deploying apps: your metadata lives in a local project under version control, and you use the Salesforce CLI to create projects, connect orgs, deploy and retrieve. Today the CLI command is sf, not sfdx. To start a project, run sf project generate –name myproject. Many … Read more >>>