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Salesforce Admin Quick Tip: How to Rename Standard Objects and Fields

As a Salesforce Admin, a request you will inevitably receive is to rename a standard object or field. Perhaps your organization refers to “Accounts” as “Households,” or they prefer “Website” over “Account Site.” However, if you navigate to the Object Manager, find the Account object, and try to edit its label, you’ll hit a wall….

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Salesforce Quick Tip: How to Use Lightning Data Service (LDS) in an LWC to Retrieve Data Without Apex

One of the most powerful features of Lightning Web Components (LWC) is the ability to fetch record data directly from the client side without writing a single line of server-side Apex code. In this Salesforce Quick Tip, we’ll find out how to use the uiRecordApi with the wire adapter to retrieve and display specific field…

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Salesforce Developer Quick Tip: How to Run Anonymous Apex in Visual Studio Code

As an Apex developer, you often need to quickly test a class or verify logic without going through the full process of writing a formal test class (especially if you aren’t strictly following Test-Driven Development). In the Developer Console, this is easy—you just open the “Execute Anonymous” window. But if you are working in Visual…

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Salesforce Admin Quick Tip: Why You Can’t See Object Tab Settings in Permission Sets

Have you ever created a new Permission Set in Salesforce, navigated to Object Settings to grant visibility to a specific tab (like Accounts), and realized the Tab Settings section is completely missing? It’s a common frustration for Salesforce Admins and Developers. You know the setting should be there, but it just isn’t. In this Salesforce…

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Salesforce Admin Quick Tip: How to instantly tell why a user has access to a record

As a Salesforce Admin or Developer, one of the most common (and frustrating) security questions you’ll face is: “Why can this user see this record?” Whether you are auditing security or trying to figure out why someone has access to data they shouldn’t, digging through Profiles, Permission Sets, Sharing Rules, and Role Hierarchies can be…

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Salesforce Developer Quick Tip – How to Dynamically Get Record Type IDs in Apex

As a Salesforce developer, you will inevitably face a scenario where you need to assign a specific Record Type ID to a record you are creating or updating in Apex. The “quick and dirty” solution is to copy the ID from the URL and hardcode it directly into your class. Don’t do this. Hardcoding IDs…

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Salesforce Developer Tutorial – How to Calculate the Distance Between Records Using Data Integration Rules and SOQL Distance Queries in Salesforce

Have you ever needed to find all the Contacts within 10 miles of an office? Or maybe locate the nearest Leads to a traveling sales rep? Typically, geo-location features like this require integrating with third-party tools or external maps APIs. However, Salesforce has a powerful native feature hidden in plain sight that can do this…

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Mastering Lightning Web Component (LWC) Styles: A Quick Guide to Styling Hooks

If you’ve ever tried to change the background color of a pre-built component from the LWC component library, that you are using within your own custom Lightning Web Component (LWC) you are building, your first attempt was likely somewhat confusing. Maybe you added a standard CSS class, set the background-color to green, saved the LWC,…

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Salesforce Quick Tips: How to Set Up and Display Field History Tracking

As a Salesforce Admin, it’s not a matter of if you’ll be asked to track field changes, but when. Whether it’s for auditing purposes, data integrity, or simply to answer the age-old question, “Who changed this value?”, Field History Tracking is a vital tool in your admin toolkit. In this guide, we’ll walk through the…