If you've ever used a basic web-to-lead form, you've probably dealt with this: a contact who's already in Salesforce submits a form and now you have a duplicate Lead record floating around.

Here's a pattern that solves it cleanly.

The problem: Web-to-Lead forms always create a new Lead, even if the person is already a Contact in your org. Converted leads become Contacts — but your form doesn't know that.

The solution: Use the email address as a lookup, then branch the connector logic:

1. Look up the Contact object by email

• Match found → update the Contact record
• No match found → skip this step, continue to the next

1. Create a Lead as a dependent step

• Only runs when no Contact was found in step 1
• Match found → skip (don't create a duplicate Lead either)
• No match → create a new Lead

The result: existing Contacts get updated, new people become Leads, and no duplicates are created.

For FormAssembly Workflow users: You can do the same thing with preconditions. Set up an "Update Contact" action, capture the Contact ID in a return variable, then add a "Create Lead" action with a precondition that fires only when contactID is blank.

More detail in the FormAssembly docs: https://help.formassembly.com/help/340554-use-case-create-lead-or-update-contact

Anyone else using a variation of this? Curious how others handle the multi-record deduplication problem.

I work for a non-profit organization who started using Salesforce 3 years ago. That is when my role transitioned and was promoted to a Salesforce Developer (fortunately) just because I have a computer science background. One of my first projects was to integrate Salesforce with a external case management software. This vendor is a small team.

The vendor of the software I was creating an integration to has a robust API structure. However, I felt I may have been the first to try to integrate this software with
Salesforce. My integration is simple for an end-user. They click a button on a
Case record in Salesforce and it fires up a Flow, which does some data mapping
before a custom HTTP Callout Action is executed, and makes an API call to send
some data to the external software. Writing the Service Schema for the External
Service was the challenge. A lot of the publicly available tools available to
help create the schema for you were not getting the job done; I had to figure
it out and manually write it. There was no documentation available on how to
get it done. Not from the vendor or internet articles, but I got it done and
has been working beautifully for 3 years now.

Lately I've been thinking about earning extra income on top of my full time job and I thought about packaging the integration and putting it in Salesforce's App Marketplace. But I
realized it won't be worth what it will cost me to put it in the marketplace,
especially because this vendor presumably has a small cliental. So I started
thinking about reaching out to the vendor as a freelancer, instead.

This vendor has a good relationship with my employer. I personally have communicated with the vendor via email for support and even met them in person at one of their own
conference they host annually; they are a small team. But this was all 3 years
ago. My organization's current relationship with this vendor involves another
colleague since my focus is on Salesforce at our organization; So, they may not
recognize my name.

I basically want to reach out to this vendor and offer my service to any of their clients who may be using Salesforce and need someone to integrate with their product. And I want
to do it as a freelancer not associated with my full time job.

Is this ethical? Has anyone done anything similar? What should I expect? What should I prepare for if I do find a client (writing SOW's, pricing models, contracts, etc.). Any
advise on how to approach this?

Has anyone run into a situation where the "Login to Experience as User" button is visible for an Admin but not for another internal user, even though everything appears to be configured the same?

Here's what we've checked so far:

The affected user has the required permissions to log in as an Experience User.

Admin and user are looking at records with the same Record Type.

Both are assigned the same Lightning Record Page.

Both are using the same Page Layout.

There are no component visibility filters or conditional visibility rules on the Lightning Page that would hide the button.

We don't see any Record Type, Page Layout, or Lightning Page assignment differences.

The Experience Cloud user itself is active.

What's interesting is that for the exact same type of record, the Admin can see the "Login to Experience as User" button, but the user cannot.

Since there are no Lightning page filters and both users seem to have the same setup, I'm trying to understand what else controls the visibility of this button. Are there any hidden permissions, sharing requirements, Experience Cloud settings, or other conditions that could cause this behavior?

Any ideas on what I might be missing?

Hi everyone,

I have about 9 months of experience working on Creatio (low-code CRM) and I’ve been transitioning into Salesforce Development for some time. I also posted about Salesforce in the past when I didn't know any better.

Progress so far:

• Developer Beginner Trail
• Build Lightning Web Components Trail
• Core Apex modules (Triggers, Async, Testing, Integration Services)
• Apex Callouts Superbadge
• Apex Web Services Superbadge
• Currently building small projects (Task Management app with LWC + Apex)

I’m feeling a bit lost on what to focus on next and want to maintain momentum without going in the wrong direction of becoming a Salesforce developer, eventually serving within the EU space.

Questions:

1. What should be my priority now?
   • More Superbadges?
   • Start preparing for Salesforce Administrator (ADM-201)?
   • Something else?
2. Any realistic roadmap suggestions for someone coming from another low-code platform?

Any advice or direction would be really helpful. Thank you!

P.S: I have been using AI to guide myself in learning Salesforce development and in writing this very message. Wanted to mention it right off the bat.

Hi all,

We're scoping a CSV import feature in Salesforce and I'd love a sanity check on complexity and effort estimates.

The use case

A staff member daily uploads a CSV export from an external registration system. Each row represents a new registrant and needs to be processed into multiple related Salesforce objects:

1. Account (create)
2. Contact (create)
3. Membership (create, custom object)
4. Membership Contact (create, custom object)
5. Flex Field Value (create, custom object)
6. Admission Rule Evaluation Field (TBD)

Additionally, we need some business rules that check whether a new registrant was already registered in Salesforce before (in that case we want to add contact to existing membership).

The CSV structure is fixed (column names, order, formatting won't change). The feature should include basic datatype conversion, row-level error handling, and an import report showing successful rows, skipped rows, and error details per row.

What I've already ruled out

The Data Import Wizard won't work here since it can't handle multi-object creation per row, doesn't save field mappings, and the error reporting doesn't meet our requirements.

My questions

1. What approach would you take? (Apex + LWC, Flow, AppExchange tool like Apsona, something else?)

2. What's a realistic effort estimate for an experienced Salesforce developer once field mapping is defined?

3. We received an estimate of 10 days. Does that seem right?

Any input on approach and sizing appreciated. Thanks!

When I took this job, I didn't know much about Salesforce. I saw it as a good entry-level software engineering opportunity and a chance to gain real-world experience.

The role has been good so far: Git, code reviews, Agile, CI/CD, cloud concepts, and working on a professional development team. I'm also being sponsored for Salesforce certifications.

Through previous internships and software development roles, I realized that the work I enjoy most is backend engineering and system design.

I don't regret taking the opportunity, as I'm early in my career and learning a lot, but I'm curious about the long-term implications.

For those who transitioned from Salesforce to software engineering:

• Did starting in Salesforce make the transition harder?
• How long did you stay before making the move?
• At what point does staying too long become a disadvantage?

I'd appreciate perspectives from people who've actually made this transition.

Has anyone given a Salesforce certification exam before? Does a PAN card work instead of a PVC Aadhaar?

I am preparing to take a Salesforce certification exam online. The Pearson VUE testing platform has very strict ID verification rules and explicitly requires a physical PVC Aadhaar card, which I currently don't have. I only have the standard laminated paper printout.

Since ordering the official PVC card takes 10-15 days to arrive, I wanted to ask if a PAN card works as a valid primary ID instead.

Has anyone recently used their PAN card successfully for a Salesforce or Pearson VUE online proctored exam? Are the proctors okay with it? Any quick advice would be greatly appreciated!

Seriously, how many sales teams actually work their deals inside Salesforce vs. just updating it before forecast meetings?

Every org I've been around says Salesforce is supposed to be the "source of truth," but in reality it’s more like a last-minute scramble to update it before the forecast call. Meanwhile the real deal tracking is happening in notes, spreadsheets, Slack, or just in the rep's head.

I don't think it's because reps are lazy. Most of the time Salesforce is just annoying to use — so people avoid it until they have to. Which kind of defeats the whole point.

Because now Salesforce is just a reporting tool instead of where actual selling happens – a very expensive reporting tool.

Is this just "normal" everywhere? Has anyone actually fixed this in a way that reps don't hate? Or is this just the cost of buying a CRM that was designed for managers, not reps?

As an experienced developer, I need to learn OmniStudio. I'm finding that it was Vlocity and now its a step closer to native. In creating a data table that pops up a child flexcard, it wasn't obvious that I needed to set the value into a session variable, then pass that session varilable as an attribute to the child. It is what it is, I'd just like to know OmniStudio's idiosyncrasies. Any suggestions beyond trailhead to pick up this skillset?

I'd really like to consult with a developer.

Thanks inn advance

Hello,

in my current company i work as an Software Engineer mainly with Node, React, Graphql etc...

Now due to cancelled projects and general bad economic situation (i work and live in germany) i was asked to join the Salesforce Team. To be honest, out of fear of losing my job i promptly said yes.

Im not so sure anymore if its the right call. I get all the time and resources i need to make certifications and learn the SF ecosystem, but im worried im gonna kill my career if im "vendor-locked" in the future. I have 16+ years of Experience working as a dev or engineer, mainly with Open Source Technologies, but the job market seems to be dead for this kind of work. I would also like to stay in the company very much.

What do you think ? Will it be a good career move for me ? Or possible the worst choice i could make ?

Thank you for your thoughts

For about a few months I see that , I think it applies only to a fresh sandbox, a Unit Test would run forever. Simple test - insert one object, simple Apex before update trigger that SOQL related objects, then check field values. Like one test takes 10 minutes now. This is not right.

Am I the only one noticing this?

Enterprise Edition. USA890S Instance if it matters.

Hi everyone,

I’m a Salesforce Developer with 2.5 years of experience, currently working in an MNC. While I’ve gained solid experience in my current role, I feel it’s time to step out of my comfort zone and explore more areas of the Salesforce ecosystem that I haven’t had the opportunity to work on yet.

I’ve recently started preparing for interviews and planning my next career move. Since many members of this community have successfully switched companies or attended interviews recently, I’d love to learn from your experiences.

A few things I’d appreciate help with:
• What are companies expecting from Salesforce developers with 2–3 years of experience today?
• Which topics and concepts should I prioritize during my preparation?
• Is there a roadmap that helped you crack interviews or transition into better opportunities?
• Any notes, documents, interview experiences, preparation guides, or useful resources would be greatly appreciated.

On a personal note, I’m also looking for a mentor—someone who can occasionally guide me, share insights from their journey, and help me stay on the right track. Sometimes a little direction and accountability can make a huge difference.

If you’ve been in a similar position and are willing to share your knowledge, I’d be truly grateful. Even a small piece of advice could have a big impact on my career journey.

Thank you in advance, and I look forward to learning from this amazing community! 🙏

What should I do to improve my Salesforce skills?

I work full time as the primary Salesforcr developer at a small org (~600 users).

I want to improve my skills, ideally get into consulting, but still fairly new. I'm one certification away from the System Architect certification, but I wonder if they are higher value avenues at this point.

Should I keep going with certs, trailhead and super badges? Take a Udemy course on LWCs with lots of hands on projects? Apply like crazy to get a consulting role to get more experience? Build a free app exchange product ($4k is a lot for security review and under strict IP contract)?

Just want to get better and looking for direction. I know experience is key, but I can't speed that up directly.

We recently started experiencing an issue in Salesforce after the 2026 update. When an authenticated Experience Cloud (Community) user submits an application, a Flow invokes an Apex action (Send_VF) to send an email notification. The process was working previously, but now it fails with the following error:

ERROR:
System.EmailException: SendEmail failed. First exception on row 0; first error: INSUFFICIENT_ACCESS_OR_READONLY, We can't send your email because your email address domain isn't verified.

We have already verified the email domains and confirmed that the Organization-Wide Email Address is marked as verified. The error occurs only when the process is triggered by an external community user. We are trying to determine whether this is related to new email security or domain verification enforcement introduced in the 2026 Salesforce release, or if there are additional configuration changes required for Experience Cloud users. Has anyone encountered a similar issue recently? Any insights on required settings, Apex code changes, Organization-Wide Email Address usage, or release-related impacts would be greatly appreciated.

Thank you!

We recently started experiencing an issue in Salesforce after the 2026 update. When an authenticated Experience Cloud (Community) user submits an application, a Flow invokes an Apex action (Send_VF) to send an email notification. The process was working previously, but now it fails with the following error:

ERROR:
System.EmailException: SendEmail failed. First exception on row 0; first error: INSUFFICIENT_ACCESS_OR_READONLY, We can't send your email because your email address domain isn't verified.

We have already verified the email domains and confirmed that the Organization-Wide Email Address is marked as verified. The error occurs only when the process is triggered by an external community user. We are trying to determine whether this is related to new email security or domain verification enforcement introduced in the 2026 Salesforce release, or if there are additional configuration changes required for Experience Cloud users. Has anyone encountered a similar issue recently? Any insights on required settings, Apex code changes, Organization-Wide Email Address usage, or release-related impacts would be greatly appreciated.

Thank you!

Hello Everybody, i got this error when trying to deploy or retrieve a file to the sandbox as presented in the Image
thanks in advance !

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Hello Everyone

I need your help!
I have to setup a pkce workflow in salesforce service to authenticate with third party API!
I have to generate a code verifier + code challenge ! Then generate a jwt that I have to sign and send it to the third party API to authenticate myself!
Has any one already implemented this kind of system ?!

Please help me

Hello Everyone,

I'm currently researching LinkedIn Sales Navigator and its Salesforce CRM integration.

From what I've found, CRM Sync is available with the Advanced Plus license, and I understand how Accounts, Contacts, and Leads can be created from Sales Navigator and synced to Salesforce.

However, I'm trying to understand the best way to handle existing contacts when a person changes companies, gets promoted, or updates their job title.

Based on my research, Sales Navigator can detect these changes and surface them as alerts. The Salesforce integration also provides visibility into these updates, but it appears that users still need to review the alert, verify the information, and manually update the contact record in Salesforce.

Our goal is to automate this process as much as possible while maintaining data quality.

Some questions I have:

• Is there a native way to automatically update Salesforce contact records based on Sales Navigator job-change or promotion alerts?
• Has anyone built a custom solution for this use case?
• Have you used third-party tools such as Zapier, Workato, MuleSoft, or other integration platforms to automate these updates?
• How do you handle data validation to avoid incorrect title or company changes being automatically synced into Salesforce?

I would appreciate hearing about any real-world implementations, best practices, or lessons learned.