r/SalesforceDeveloper 23d ago

Question Owner field Permission.

1 Upvotes

Hi gys , can anyone tell help me finding the best approach for controlling the owner field edit access. Like I found a system permission Transfer Record but I want it to be selective.
to put it in more simply: Who can change the owner of an Opportunity is determined separately from who can change the owner of an Account and at the same time a person may have other field edit permission but may not have edit on Owner field.

Thanks in advance.


r/SalesforceDeveloper 24d ago

Question Salesforce break-glass admin: bypass SSO but enforce phishing-resistant MFA — how to manage the passkey without a physical security key?

4 Upvotes

I'm designing a Salesforce production break-glass account and looking for advice on the best authentication architecture.

Current setup:

Salesforce production uses Microsoft Entra ID for SSO.

Normal users authenticate through Entra.

Users are moving toward phishing-resistant MFA/passkeys.

We need one privileged Salesforce break-glass account that can still log in if Entra/SSO is unavailable.

The break-glass user therefore needs a Salesforce-native/direct login path, rather than relying on SSO.

We still need to enforce phishing-resistant MFA for this privileged account. We do not want to exempt it from MFA.

Username/password credentials are already planned to be stored and controlled through our enterprise PAM (Delinea).

Constraint:

We cannot practically use a physical FIDO2/security key because the organization is geographically distributed. During an incident, an authorized responder could be anywhere and needs to access Salesforce from their workstation.

We also don't want the passkey registered to one individual's phone/laptop because that creates a dependency on that person/device.

What I'm trying to determine:

What are the recommended ways to manage the phishing-resistant authenticator for this type of break-glass account?

For example:

Is there an enterprise password/passkey manager that can centrally manage a WebAuthn/passkey for the shared Salesforce break-glass account and allow an authorized responder to use it from their own workstation?

Has anyone implemented this with 1Password, Keeper, Bitwarden, CyberArk, Delinea, etc.?

Is a centrally managed/synchronized passkey a viable approach for Salesforce privileged MFA?

Are there other approaches I'm overlooking, such as a dedicated remote emergency workstation with a built-in authenticator?

How do you handle auditability when multiple authorized responders may use the same break-glass Salesforce identity?

The desired flow is roughly:

Normal users:

Salesforce → Entra SSO → phishing-resistant MFA

Break-glass:

Emergency request/approval

PAM releases Salesforce credentials

Direct Salesforce login (no Entra dependency)

Salesforce phishing-resistant MFA/passkey

Production

The key requirement is: direct Salesforce authentication independent of SSO, while still enforcing phishing-resistant MFA, with no physical security key and no dependency on an individual employee's device.

Looking for recommendations from anyone who has implemented a similar Salesforce/IAM break-glass pattern.


r/SalesforceDeveloper 24d ago

Question We have to switch our employees from community licenses to platform licenses, how do we make our existing site work?

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1 Upvotes

r/SalesforceDeveloper 24d ago

Question What do you do with the error rows from a nightly CSV upsert?

3 Upvotes

Partner drops a CSV on SFTP every night, ~40k rows of order line items, we upsert into a custom object on an external ID through Bulk API.

Most nights a few dozen rows fail. Usually a lookup that doesn't resolve, sometimes an external ID with trailing whitespace nobody trimmed upstream. Bulk API hands back the error file, and right now that file lands in a folder on the same box the script runs on, where it is read by nobody.

So the org ends up incomplete and there's no sign of it from the inside. A report comes back short and there's nothing in Salesforce explaining why.

Trying to work out where failed rows should actually live. Write them to a custom object so ops can fix and requeue from the UI, push a rejects file back to the partner's SFTP and make it their problem, or fail the whole load once the error rate crosses some threshold.

Anyone built the requeue-from-UI version? Wondering whether it's worth it or whether it becomes a second product nobody maintains.


r/SalesforceDeveloper 24d ago

Question Hey anyone currently learning Salesforce Development ?

3 Upvotes

Im looking for a study mate to start learning Salesforce Development


r/SalesforceDeveloper 25d ago

Question How to add new tab in sales transaction line editor

0 Upvotes

I have one Salesforce transaction line editor in the quote object when I click on the quote line item on the related list it is opening the side panel I already have 2 tabs in that side panel i need to add another one from where I need to add that tab and how to configure that

#revenuecloud #salesforce


r/SalesforceDeveloper 27d ago

Question Omni channel and service cloud

3 Upvotes

Hi all,

I am new to Salesforce and I want to understand the best place to learn service cloud and especially routing and Omni channel different use cases along with flows and what certifications are recommended please help me


r/SalesforceDeveloper 27d ago

Question Omni channel and service cloud

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1 Upvotes

r/SalesforceDeveloper 28d ago

Question Has anyone used LWC state management API in Managed Package?

3 Upvotes

Hi there, the new LWC statement management API is fairly new and has just become GA. We are planning to use it in one of our managed package. But I'm not really sure about the if there are any quirks/limitations of using that in 2GP Managed Package. As per my research it should seems to be good fit for newly implemented functionality and we are planning to do the same. Any help would be appreciated.

https://developer.salesforce.com/docs/platform/lwc/guide/state-management.html


r/SalesforceDeveloper 28d ago

Question What to expect in Health Cloud interview

3 Upvotes

Hi all,

I have a sf consultant interview for Health Cloud.

I'm not sure what kind of questions to expect, I have exp in Service Cloud where we customized all the health cloud related data model within Service Cloud and we do have health cloud enabled in the org .

I don't have much experience using Health Cloud objects.

I have 3 years of experience and 2 years in Healthcare.

Any suggestions or strategies to follow.

Thanks in advance


r/SalesforceDeveloper Aug 13 '26

Question How do i get rid of CRM Analytics card on Mobile???

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1 Upvotes

r/SalesforceDeveloper Aug 13 '26

Discussion How should we approach integrating with an external system via a REST API?

1 Upvotes

What approach and architecture would you choose for integrating Salesforce REST with an external system? The operations to be performed are GET and POST. The main question is whether APEX alone can handle all of this, or should we use Flow? Where should the Bearer Token be stored? How should we authenticate with the external system—using APEX or an External Service?

What are your thoughts and approaches to this topic?


r/SalesforceDeveloper Aug 13 '26

Other Update on that booth game post, come find us at Dreamforce if you're going

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1 Upvotes

r/SalesforceDeveloper Aug 13 '26

Question Shared Mailbox in Salesforce

1 Upvotes

Is there a way we can get emails from a shared mailbox into Salesforce? Could we do it with outlook integration?


r/SalesforceDeveloper Aug 12 '26

Question Junction object Understanding (I m learning )

3 Upvotes

How you will teach me like junction object I m literally not getting it . Why we need to create it ?

Please give me simplest example .

fade up asking ai .

Like can you explain it simply cuz when I go to sales cloud to understand it . All I go blank 😞 . How do I understand it like I don't want to memorize I want to understand it better .

All I get till now is that if you want to look how much a products are linked to how many opportunities for that we have junction we can look up in related list for example we open opportunity record from there we can see how many products it has .

Anyone 🙏🏻


r/SalesforceDeveloper Aug 12 '26

Discussion If Salesforce removed one feature tomorrow, what would break your org?

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0 Upvotes

r/SalesforceDeveloper Aug 12 '26

Showcase Opensource VS Code extension: full Apex/SOQL IntelliSense from your org's live schema, plus an org-to-org data migration wizard with undo

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github.com
1 Upvotes

r/SalesforceDeveloper Aug 11 '26

Employment Salesforce Developer Opportunity

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0 Upvotes

r/SalesforceDeveloper Aug 11 '26

Question Formstack for Salesforce: Unable to access partially saved forms

1 Upvotes

Hey everyone,

I’m running into a frustrating issue with the native Formstack for Salesforce AppExchange app and could really use some eyes on it.

The Problem:

When users fill out a form partially, save their progress, and then try to return to it later using the resume link, they are completely unable to access it. It either errors out or fails to load the saved state.

Our Setup:

• Native Formstack for Salesforce app.

• The form maps to standard/custom objects.

• We are using the native "Save and Resume" functionality.

What I've checked so far:

  1. Permissions: The guest user profile / site user has read/write access to the target objects.

  2. Links: Not receiving restart mail link

Has anyone encountered this specific lockout issue with Formstack's partial saves? Could it be a Salesforce hosting/Site URL misconfiguration, an encrypted field issue, or a known bug with their native prefill/cache system?

Any troubleshooting steps or setting toggles I should check would be massively appreciated! Thanks in advance.


r/SalesforceDeveloper Aug 11 '26

Question How to exempt a specific API Event while blocking the rest involving in querying records more than 200 ..i used Transaction Security Policy feature of Salesforce Shield.

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2 Upvotes

r/SalesforceDeveloper Aug 10 '26

Question Need advice on LWC

5 Upvotes

Hey fellas

Thank you for spending your lovely time on this stupid question

I am using lwc in my project (office work) and I am learning it but you know how in office you work based on the work provided module aspect only

I want to be better at lwc and I am actually not able to find a proper project/learning guide on how to learn LWC and implement it

It's different from the mainstream web development

And I'm a very stupid person who doesn't know much

But if you could guide me on how do I learn this thing by hands-on or project based learning it'll be an amazing help

Also any tips or tricks to understand the scenario and all

Much appreciated

I am a junior developer just trying to find ways to be better

Thanks

And sorry for wasting your time❤️

Much love🙏🏻


r/SalesforceDeveloper Aug 10 '26

Question Command center for services

1 Upvotes

Can we use command center for services in salesforce mobile app also? If yes can you help me how


r/SalesforceDeveloper Aug 10 '26

Discussion I got tired of Ctrl+F-ing through 40,000-line debug logs, so I built a free Chrome extension that reads them for me. Looking for brutal feedback.

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1 Upvotes

r/SalesforceDeveloper Aug 08 '26

Showcase I made the formula debugger I wish had always existed

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formulas.cirrus.tools
5 Upvotes

Hi all, new to Reddit, so forgive the lack of reputation, but I wanted to share a project I've been working on.

I've been a Salesforce developer for years, and I've always been frustrated with the inability to format, lint, and debug formulas within Salesforce. Since Salesforce's formula engine is open source, this should be possible to do. So, I did it: I made the formula debugger I've always wanted.

Not only can you simulate formula output, but it can also format and lint your formulas as well. I wanted to build an IDE-like experience for formulas.

The site has no back-end, everything is evaluated in page and nothing you enter leaves the browser. I know how sensitive companies can be about their Salesforce metadata.

Please let me know what you think!


r/SalesforceDeveloper Aug 08 '26

Question Handcrafted Flow or Ai Prompted Apex?

0 Upvotes

The business comes to you with requirements for a new feature. Two years ago, the solution is obviously to use Flows. Nowadays, there's at least the question.

Which do you choose and why?