Salesforce is a popular CRM platform that helps businesses keep track of their customer data. As an admin or developer, you can use hacks to make working with Salesforce more efficient and effective.
In this article, we’ll share our 10 favorite Salesforce hacks for admins and developers.
1. Use the Developer Console to Save Time
The Developer Console is a powerful tool that can save you a lot of time when working with Salesforce. For example, if you need to make a change to multiple records at once, you can use the Developer Console to do so. Simply open the console, select the records you want to update, and make your changes. The console will automatically apply your changes to all of the selected records.
2. Use Object Query Language (OQL) to Retrieve Data
If you’re a developer, then you know that writing code to retrieve data from Salesforce can be time-consuming. However, you can use Object Query Language (OQL) to make retrieving data much easier. OQL is a Salesforce-specific language that allows developers to query data using simple syntax.
To use OQL, simply open the Developer Console and enter your query into the console window. The console will then execute the query and return the results.
3. Use Batch Apex to Process Large Amounts of Data
Batch Apex is a powerful tool that allows developers to process large amounts of data in Salesforce. For example, if you need to update a large number of records, you can use Batch Apex to do so. Simply create a batch class, select the records you want to update, and make your changes. The batch class will then process the records in batches, making it much faster than if you were to update the records one at a time.
4. Use Visualforce to Customize Salesforce
Visualforce is a powerful tool that allows developers to customize Salesforce. For example, if you want to add a custom button to Salesforce, you can use Visualforce to do so. Simply create a Visualforce page, add the button code, and deploy the page. Your custom button will then be available in Salesforce.
5. Use Apex Code to Automate Salesforce
Apex code is a powerful tool that allows developers to automate Salesforce. For example, if you want to automatically create records in Salesforce, you can use Apex code to do so. Simply write a class that contains the code to create the records, and deploy the class to your org. The Apex code will then be executed and your records will be created.
6. Use the Force.com IDE to Develop on Salesforce
The Force.com IDE is a powerful tool that allows developers to develop on Salesforce. For example, if you want to create a Visualforce page, you can use the Force.com IDE to do so. Simply open the IDE, create a new project, and add the Visualforce page to the project. The IDE will then deploy the page to your org.
7. Use SalesforceDX to Develop on Salesforce
SalesforceDX is a powerful tool that allows developers to develop on Salesforce. For example, if you want to create a new Lightning component, you can use SalesforceDX to do so. Simply open the DX CLI, create a new scratch org, and push the component to the org. The component will then be available in your scratch org.
8. Use MavensMate to Develop on Salesforce
MavensMate is a powerful tool that allows developers to develop on Salesforce. For example, if you want to create a new Apex class, you can use MavensMate to do so. Simply open the MavensMate IDE, create a new project, and add the Apex class to the project. The IDE will then deploy the class to your org.
9. Use SoapUI to Test Salesforce
SoapUI is a powerful tool that allows developers to test Salesforce. For example, if you want to test an Apex class, you can use SoapUI to do so. Simply create a new project, add the Apex class to the project, and configure the tests. The tests will then be executed against the Apex class.
10. Use Selenium to Test Salesforce
Selenium is a powerful tool that allows developers to test Salesforce. For example, if you want to test a Visualforce page, you can use Selenium to do so. Simply create a new project, add the Visualforce page to the project, and configure the tests. The tests will then be executed against the Visualforce page.
Conclusion:
Salesforce CRM Services that offers a wide range of features and functionality. However, to get the most out of Salesforce, it is important to use the right tools. In this article, we have discussed 10 powerful tools that every Salesforce developer should know about. By using these tools, you will be able to develop on Salesforce more efficiently and effectively.
