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Salesforce lead conversion converts leads into Accounts, Contacts, and Opportunities when they are recognized as qualified sales prospects. Lead Conversion Field Mapping Map Custom Lead Fields for Lead Conversion Point to Note -If you have more than 500 lead fields, the lead field mapping page can become unresponsive.

Custom Settings Custom settings are like custom objects that allow app developers to create custom sets of data for an organization, profile, or user. This data is cached for easy access and can be used in formula fields, validation rules, flows, Apex, and SOAP API. It saves the expense of redundant database queries. Note - All custom settings data is exposed in the application cache, which enables efficient access without the cost of repeated queries to the database. However, querying custom settings data using Standard Object Query Language (SOQL) doesn't use the application cache and is similar to querying a custom object. To benefit from caching, use other methods for accessing custom settings data such as the Apex Custom Settings methods. Code Snippet - List< Application_Configuration__c > mcs = Application_Configuration__c.getall().values(); boolean execute = false; if (mcs[0].Type__c == 'Cloud') {   execute = true; } Application_Configuration__c myCS1 = Appl...

Here's an example to display a list of contacts related to an account and add new contacts and update existing ones. <!-- ContactList.cmp --> <aura:component controller="ContactController">     <aura:attribute name="accountId" type="String" />     <aura:attribute name="contacts" type="List" />     <aura:handler name="init" value="{!this}" action="{!c.init}" />     <ul>         <aura:iteration items="{!v.contacts}" var="contact">             <li>{!contact.Name}</li>         </aura:iteration>     </ul> </aura:component> ========================================================================== // ContactController.cls public with sharing class ContactController {     @AuraEnabled     public static List<Contact> getContacts(String accountId) {         retu...

Aura Components  Aura components are the self-contained and reusable units of an app. They represent a reusable section of the UI, and can range in granularity from a single line of text to an entire app. The framework includes a set of prebuilt components. For example, components that come with the Lightning Design System styling are available in the lightning namespace. These components are also known as the base Lightning components. You can assemble and configure components to form new components in an app. Components are rendered to produce HTML DOM elements within the browser. A component can contain other components, as well as HTML, CSS, JavaScript, or any other Web-enabled code. This enables you to build apps with sophisticated UIs. The details of a component's implementation are encapsulated. This allows the consumer of a component to focus on building their app, while the component author can innovate and make changes without breaking consumers. You configure components ...

A Salesforce Scratch Org is a disposable and temporary Salesforce environment that can be quickly created, modified, and deleted to support agile development and testing workflows. Scratch orgs are lightweight, self-contained instances of Salesforce that provide developers with a clean slate to work on specific features, projects, or user stories without impacting production or other development environments. Spin up a new scratch org when you want to: Start a new project. Start a new feature branch. Test a new feature. Start automated testing. Perform development tasks directly in an org. Start from “scratch” with a fresh new org. Things not included in a scratch org are: Custom objects, fields, indexes, tabs, and entity definitions Sample data Sample Chatter feeds Dashboards and reports Workflows Picklists Profiles and permission sets Apex classes, triggers, and pages A scratch org is a dedicated, configurable, and short-term Salesforce environment that you can quickly spin up when s...

In Salesforce, both deactivating and freezing a user involves restricting their access to the system, but they serve different purposes and have different implications: References Freeze or Unfreeze User Accounts Deactivate Users Reactivate a User Considerations for Deactivating Users Important Note Delete Users While you can’t completely delete a user, you can deactivate a user’s account so they can’t log in to Salesforce. Salesforce lets you deactivate users, but not delete them outright. A user can own accounts, leads, and groups, and can be on multiple teams. Removing a user from Salesforce affects many processes in the org. After departure from the org, you obviously don’t want the user to retain access to their account. However, merely deleting a user can result in orphaned records and the loss of critical business information. For these reasons, deactivating rather than deleting the user is the appropriate action to take. Deactivation removes the user’s login access, but it pres...

Give Experience Cloud site users access to records using sharing sets. A sharing set grants site users access to any record associated with an account or contact that matches the user’s account or contact. You can grant access to records via access mapping, which defines access for each object in the sharing set. Access mappings support indirect lookups from the user and target record to the account or contact.  For example, grant site users access to all cases related to an account that’s identified on the user’s contact records. A sharing set applies across all sites that a user is a member of. Record access granted to users via a sharing set isn’t extended to their superiors in the role hierarchy. Here're the steps to create a Sharing Set - From Setup, enter Digital Experiences in the Quick Find box, then select Digital Experiences | Settings. In the Sharing Sets related list, click New to create a sharing set, or click Edit to edit a sharing set. In the Sharing Set Edit page, ...