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#Salesforce Developer429 人正在讨论

4 个回答
  1. 今天,08:46

    Hi @Shubham Baghel

    , 

    There are several secure ways to store files outside Salesforce while still reaching them from inside it, and the best one depends on how your files are used.

     

    The easiest option, with the least effort, is

    Salesforce Files Connect. If you already have SharePoint, Google Drive, or Box, your files stay there and Salesforce displays them, so there is no custom code to maintain. It needs Files Connect licensing, and access follows the external system's permissions.

     

    If you have a very large volume of files and want the cheapest storage,

    AWS S3 or Azure Blob Storage is the better choice. The actual file lives in S3 or Azure, while Salesforce keeps only a small record with the file name, size, storage key, and a link to the related record. When a user uploads or downloads, Apex and a Named Credential generate a short-expiry pre-signed URL, and an LWC component handles the display. This is strong on both security and cost, but it requires custom development.

     

    A third route is a ready-made

    AppExchange connector (such as Box for Salesforce or Egnyte). These deploy fastest and need little code, but they add licensing costs and you have to review the vendor's security.

     

    Before any of these, do a

    storage audit. Many orgs waste a lot of space on old Attachments, duplicate ContentVersion records (every version is stored in full), and large email-to-case attachments. Query ContentVersion, ContentDocument, and Attachment by size, age, and parent object. You may recover a good amount of space without any migration.

     

    Settle a few security points upfront:

    • Access model: should access follow Salesforce sharing or the external system's permissions? A mismatch between the two can expose data.
    • External users: if Experience Cloud Guest or external users are involved, their file access needs a dedicated security review.
    • Links and credentials: never use public buckets or long-lived public links, and keep credentials in Named Credentials rather than hardcoding them.
    • Compliance: check retention, data residency, and audit-logging requirements.
    • Migration: test in a sandbox first, with a rollback plan, because existing records need to be relinked to the moved files.

    I hope you find the above information helpful. If it does, please mark it as Best Answer to help others too.

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Short gist to put above the question

One thing I would not include yet

Don't state “Amazon Connect caused the incident.” We haven't proved that. Phrase it as a lead under investigation, which will make the Trailhead question much more credible and technically precise.

 

 

#Salesforce Developer  #Salesforce  #Apex  #Trailhead

2 个回答
  1. 今天,05:37

    Hi @Eric Burté,

    Thank you for reaching out. In our org, duplicate contacts were being created automatically every few minutes under the names of the users working in Salesforce.

    I investigated, identified the root cause, and have stopped the issue. Our org no longer has any duplicate contacts being created.

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Hi #Salesforce Developer #Trailhead Challenges Trailblazers, I’m a Salesforce fresher currently learning Admin and Development. What simple real-world business requirement would you recommend implementing in a Developer Org to gain practical experience and prepare for interviews?

4 个回答
  1. 今天,05:19

    Hi, Review Salesforce Labs on appexchange. Install the package in your org and review their components. Prepare yourself to implement those automation yourself.

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3 个回答
  1. 10月11日 16:28

    Hi @Tarun P Good question! I have seen many Salesforce freshers prepare well technically but make a few common mistakes during interviews.

    Here are my suggestions:

    1. Only learning definitions: Don't just explain what Flow, Trigger, OWD, or Sharing Rules are. Be ready to explain where and why we use them.
    2. Lack of hands-on practice: Interviewers often ask scenario-based questions. Practice building solutions in your Developer Org.
    3. Ignoring Salesforce security: Understand Profiles, Permission Sets, OWD, Role Hierarchy, and Sharing Rules with real examples.
    4. Not understanding Flow vs Apex: Know when to use Flow and when custom Apex development is required.
    5. Poor project explanation: Be ready to explain your project requirements, objects, automation, security, and challenges.
    6. Giving memorized answers: Try to explain concepts in your own words rather than repeating textbook definitions.
    7. Ignoring basic SOQL and Apex: For Developer roles, practice SOQL, Triggers, Bulkification, Collections, and Governor Limits.
    8. Not saying "I don't know": If you don't know an answer, be honest and explain how you would approach the problem.
    9. Poor communication: Practice explaining technical concepts in simple English with confidence.
    10. Mentioning fake experience: Never add fake project or company experience. Genuine hands-on knowledge matters more.

    My suggestion: Focus on strong fundamentals, build 2–3 practical projects, and attend mock interviews regularly.

    Remember, interviewers don't expect freshers to know everything. They want to see your understanding, problem-solving skills, and willingness to learn.

    All the best for your Salesforce journey! 

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Hi All,

 

I am from a Non IT Background, my academic background is IT, I am looking to switch into Salesforce admin role,  it would be a great help if someone advice me for the same. 

I have done salesforce admin certification.

 

#Salesforce Developer  #Salesforce Admin  #Salesforce_Administration  #Be The Best - Salesforce Admin

2 条评论
  1. 今天,03:50

    Hi Rani kumari, Since you already have Salesforce Admin certification, I suggest focusing on practical knowledge.

    1. Hands-on Practice: Focus on Security, Flows, Reports, Dashboards and Data Management.
    2. Real-Time Projects: Build 2–3 projects with real business scenarios.
    3. Interview Preparation: Practice scenario-based questions regularly.
    4. Resume & LinkedIn: Highlight your certification, projects and transferable skills.
    5. Job Applications: Start applying for Junior Admin, Salesforce Support and entry-level roles.

    Don't depend only on certification. Focus on hands-on experience and confidence in explaining business scenarios.

    Your non-IT experience can also be an advantage, especially if you understand business processes.

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🎯 Episode 12 is live!

 

Financial Plan & Goals in the New Financial Services Cloud. We cover what Goals are, how they link to client accounts, how to set them up, and a full demo of tracking a client’s progress.

 

🎥 Watch here:

https://youtu.be/G4fFcRcPZMA

  

🎯 Episode 12 is live! Financial Plan & Goals in the New Financial Services Cloud.

 

  

 

#Financial Services Cloud  #Salesforce Developer  #Salesforce

1 条评论
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Agents have FLS for most fields on opportunity and we have something called SA1 records. Those are the records owned by 'System Admin 1' user. Agents can access those records from a related list. But we wanna restrict them to search for Opportunities with just email or phone. They should not be able to find say opportunities in a particular state or address from global search.

#Salesforce Developer #Salesforce Admin #Systems Administrator #Administrator #Advanced-Administrator #SF Developer #Platform Developer #SF Developers #Application Architecture #Ladies Be Architect
2 个回答
  1. 昨天,01:38

    Hi @ATU PANDU Salesforce Global Search doesn't support restricting searches to only Email and Phone fields for specific users.

    A few options to consider:

    1. FLS: Remove access to State and Address fields if agents don't need them.
    2. Search Manager: Check whether unwanted fields can be excluded from search indexing.
    3. Search Layouts: These control which fields appear in results, not which fields can be searched.
    4. Custom LWC with Apex: Build a search component that allows agents to search Opportunities using only Email or Phone.

    Since agents still need access to SA1 records, a custom LWC would be a good option.

    Important: Custom search alone won't restrict standard Global Search. You'll also need to review field permissions and other available search paths.

    Hope this helps!

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I have done a couple of FULL Data EXPORTS for SETUP/ADMIN/DATA/DATA EXPORT and I get the same issue where the first few ZIP files cannot be opened, there are 54 ZIP files created and the middle ZIP files are readable but there are no CSV files in them 

 

Has anyone encountered this?

Is there a solution?

 

I have raised a support case but thought I ask the community.

 

many thanks in advance 

 

#Salesforce Developer  #Data Management  #CRM Configuration

1 个回答
  1. 昨天,12:26

    Try downloading the first few ZIP files again, as large exports often get corrupted during download. If they still will not open, check the export status in Setup to make sure it finished fully before you downloaded. For the readable ZIPs with no CSV files, those objects likely have no data to export, which is normal. If re-downloading does not help, your support case is the right path since they can check the export on their end.

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4 条评论
  1. 10月10日 07:18

    Hi Chromer, This error usually happens when Salesforce doesn't allow changes to the current agent version. 

     

    Try these steps:

    1. Check if the agent is active. Deactivate it before making changes.
    2. Refresh Agent Builder and try publishing again.
    3. Check if any deployment or publishing process is still running.
    4. If possible, try creating the agent again in a fresh Trailhead org.
    5. If the issue continues, raise a Trailhead support case with the error and request ID.

    It could also be a temporary Salesforce platform issue.

    Hope this helps!

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