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Tag: How To

Explore step-by-step guides of Salesforce solutions in our ‘How To’ category. Learn how to optimize, customize, and troubleshoot Salesforce processes.

How to Secure Your Salesforce Org: First Steps Against Cyber Attacks and Social Engineering

How to Secure Your Salesforce Org: First Steps Against Cyber Attacks and Social Engineering

Piyush LakhaniAugust 31, 2025September 4, 2025

With recent Cyber Attack incidents at big corporations like Google, Cisco, and Workday on their Salesforce CRM instances, Salesforce has become prime targets for sophisticated cyber attack using third-party apps and predominantly using social engineering.

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How to Zip & Unzip files Natively in Salesforce: Use This Ready-to-Use ZIP Utility

How to Zip & Unzip files Natively in Salesforce: Use This Ready-to-Use ZIP Utility

Piyush LakhaniJune 30, 2025June 30, 2025

With the Spring ’25 release, Salesforce finally introduced native support for ZIP file handling in Apex. This long-awaited feature allows any user to compress and extract ZIP files directly within Apex, without the need for third-party libraries or

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How to use Flow Approval Process In Salesforce ?

How to use Flow Approval Process In Salesforce ?

Piyush LakhaniMay 26, 2025May 27, 2025

Salesforce is making Flows more and more powerful with every releases. This is again evident with release of spring ’25 and summer ’25 in which Salesforce is replacing Classic Approval process with New Flow Approval

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How to Find Duplicate Records in Salesforce

How to Find Duplicate Records in Salesforce

Piyush LakhaniJanuary 30, 2025January 30, 2025

Having duplicate records in your salesforce org can cause serious issue not limited to inaccurate reporting and lost opportunities. It’s crucial to identify and remove them for business-critical reasons. In this post, we will see

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How to Clone a User in Salesforce :  Deploy screen flow solution to your sandbox with few clicks.

How to Clone a User in Salesforce : Deploy screen flow solution to your sandbox with few clicks.

Piyush LakhaniDecember 9, 2024March 29, 2025

Cloning a user can be great way to save time and automate repetitive task of replicating user’s profile, role, title and other user attributes. Currently, Salesforce does not provide any out-of-box feature to clone user.

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How to use Repeater component in Screen Flow

How to use Repeater component in Screen Flow

Piyush LakhaniJune 18, 2024March 29, 2025

Introduction By leveraging this new Repeater component in Screen flow, you are enabling users to enter multiple instances of data at runtime in the same screen, which was a big hurdle before the introduction of

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How to get started with Salesforce – for Beginners

How to get started with Salesforce – for Beginners

Piyush LakhaniOctober 7, 2023March 21, 2025

Why to Learn Salesforce Salesforce is one of the biggest & fastest growing CRM (Customer Relationship Management) Software which has market-share of more than 30% in CRM industries. Wait ! What is CRM ? Don’t

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  • Make Salesforce Screen flows more Interactive with Toast Messages
  • How to Zip & Unzip files Natively in Salesforce: Use This Ready-to-Use ZIP Utility

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