RRohan Mehta·10h agoWhat Is Salesforce Koa? The Reasoning Model Behind Smarter Agentforce AgentsWhat Is Salesforce Koa? The Reasoning Model Behind Smarter Agentforce Agents Agentforce agents decide what to do using general-purpose AI models. They are smart models, but they were not built for CRM3 min read·way2force.hashnode.dev
RRobin Sishodia·1d agoSalesforce Flow Formulas Cheat Sheet: Dates, Booleans and Admin II Interview Q&AA Flow formula calculates a value from your data and variables, so you can skip extra Decision and Assignment elements. Admin II interviews ask about them because formulas keep Flows small, readable a4 min read·sishodiarobin.hashnode.dev
RRohan Mehta·1d agoSalesforce Territory Management: Assigning Accounts and Opportunities Without the HeadacheSalesforce Territory Management: Assigning Accounts and Opportunities Without the Headache When a sales team grows past a handful of reps, "who owns this account?" stops being a conversation and start3 min read·way2force.hashnode.dev
RRichard C·1d agoHow to group Data Loader error rows after a Salesforce importGroup a Salesforce Data Loader error CSV by the ERROR column so you fix each failure type once, then reload only the corrected rows. EXAMPLE DATA.5 min read·ailstudio.hashnode.dev
RRichard C·1d agoCheck a Salesforce Contact export after a load: orphans, duplicate External IDs, and picklist mismatchesCheck Salesforce Contact and Account exports after a load for orphans, duplicate External IDs, and bad picklist values, using a spreadsheet and SOQL.7 min read·ailstudio.hashnode.dev
RRichard C·2d agoHow to find orphan Contacts after a Salesforce migration (AccountId is blank)After a Salesforce migration, find Contacts with a blank AccountId using SOQL, export them, and decide how to attach or leave them before go-live.6 min read·ailstudio.hashnode.dev
RRobin Sishodia·2d agoSalesforce Flow Loop Element Cheat Sheet: Bulk-Safe Collections and Admin II Interview Q&AThe Loop element lets a Flow work through a collection one record at a time. Admin II interviews ask about it because loops are where Flows either stay bulk-safe or hit governor limits. The 4 Loop Pi4 min read·sishodiarobin.hashnode.dev
RRohan Mehta·2d agoMeet Agentforce Coworker: One Place to Ask Salesforce AnythingMeet Agentforce Coworker: One Place to Ask Salesforce Anything Your users don't want to build AI agents. They want to type "Why is this renewal at risk?" into one box and get an answer — no five tabs,3 min read·way2force.hashnode.dev
KKingsley Mgbams·3d agoSalesforce Winter ’27: Scaffold Async Apex with CLI TemplatesGenerate Batchable and Queueable classes, handle BatchApexErrorEvent, and explore Finalizers through practical examples11 min read·kingsleymgbams.hashnode.dev
RRobin Sishodia·3d agoSalesforce Flow Create, Update and Delete Records Cheat Sheet: Fault Paths and Admin II Interview Q&ACreate Records, Update Records and Delete Records are how a Flow changes data. Admin II interviews ask about them because small choices here decide whether a Flow is safe, fast and bulk-ready. The 34 min read·sishodiarobin.hashnode.dev
