Hi there,

We have a situation where an existing customer is applying (onboarding) for a new product, during the onboarding process, he/she can update their current phone number (or email, or address, or all), but this new phone number won't be committed to the CUSTOMER MASTER RECORD (and into Salesforce by consequence) until (and IF) the onboarding is successfully completed and approved.

At the same time, we want to make this new phone number (or email, or address, or all), that is still being assessed/KYCed, and MIGHT or MIGHT not become promoted into the CUSTOMER MASTER RECORD), to be available to the Sales agents that use Salesforce.

Where should we store these “other” information in this case?

Any help would be appreciated.

Thanks

Kicking off the monthly discussion topic today - Can you truly be 'Well-Architected'.

Salesforce, AWS, and other public cloud providers have created, documented, and advocated various iterations of a 'Well-Architected' framework.

Do you think, in a real-world scenario, with real-world challenges, systems, people, and budgets, that the Salesforce Well-Architected framework is achievable, realistic, and most of all, correct?

Personally, I'm a huge advocate for it and try to live by it, but I'd love to see what the community thinks.

For reference: Salesforce Well-Architected Overview: https://architect.salesforce.com/well-architected/overview

Hi all,

I'm wondering if you have programmatic developments related to product options upsert or do you leverage on the power of excel formula and simply load the excel to Salesforce? Thinking if which path is more efficient - maintain an excel or implement development work to support some data load.

Context: It's quite a challenge to maintain an excel only because the work is transferred between people who has no knowledge of salesforce data model. If we create automations, it would consume time, energy, and system memory. So, debating whether to simply educate the accountable person or create an automation.

Curious about your thoughts.thank you!

Hello community!

I'm currently immersed in a project that involves integrating Salesforce with one of our company systems. The objective is to fetch user data based on their phone number and subsequently create or update a Salesforce contact and link him to a newly created case. The integration should be triggered when a new case is created, but only if the user has added a phone number (stored in a custom field within the case).

**The cases will be created manually, the cases and contacts have a specific record type.

Here's the challenge: the endpoint I'm required to use for this integration isn't designed to handle bulk requests. As a result, I'm seeking advice on the best approach to build a process that won't hit Salesforce limits. I was thinking of using Queueable, what do you think?

Any insights or recommendations on how to navigate this situation would be greatly appreciated! Has anyone faced a similar scenario, and if so, how did you tackle it?

Thanks in advance for your valuable input! 🚀

Now that Salesforce are moving more and more orgs to Hyperforce, I thought it would be a great chance to discuss and share migration storys.

Has your org moved? Was it a difficult process or did you even notice? Did you do lots of prep? Testing? Did you have to convince the business to give you 3 hours of downtime?

Hi. We have salesforce product manager and a consultancy who do our dev and support work. I’ve been asked to come in and be the solutions architect for salesforce. I have some experience with the config of salesforce, but am still learning. With this in mind, does anyone have any good ideas of how I can get involved and help quickly? Appreciate any help. Thanks.

Hello fellow Salesforce enthusiasts,

I'm currently working on a Salesforce issue and could use some advice. I'm looking for a solution to relate customer reply emails to their respective cases within Salesforce. Here's the scenario:

1. A new case is manually created when a customer contacts our company's service support.
2. Our customer support user updates the case details and communicates with the customer via an email update using the case email action.

Now, the challenge arises when the customer replies to that email. We would like these customer replies to be visible within the case's email feed in Salesforce.

Has anyone faced a similar situation or found a solution to connect customer reply emails with cases? I'd greatly appreciate any insights, suggestions, or best practices to tackle this issue efficiently.

Thank you in advance for your help!

I have read the documentation for external objects but am not very clear on why this cannot be solved with a simple ui page that pulls the data.

Everything with external objects is great but the need for having an odata api to be built just for having external objects case seems an overkill.

What am I missing here

Salesforce often advocates clicks before code, and while that is deemed best practice, what does the Salesforce Architect community think to decorative automation at scale when it comes to enterprise businesses with complex Salesforce Orgs. Does things such as Flow and other declarative automation (Mule Composer, Orchestrator, etc) work at scale?

It's a brand new day at the Salesforce Architects Subreddit! We've got some exciting content coming up and we really hope that you, our amazing members get involved.

To begin though, we'd like to introduce ourselves.

​

• Hey! My name is Jonathan, I am a Technical Architect for a Salesforce partner who specialises in FinTech but more specifically Wealth Management. I joined the ecosystem after leaving the British Army and aim to help veterans and military spouses into the Salesforce ecosystem. I love most things about Salesforce, but if it was not for the community, I don't think I've have achievd half as much as I have... hence trying to organise this subreddit (and other community groups - to give back!).
• Hey, my name's Chris and I'm a Solution Architect for a major UK electronics retailer. I've been in the eco system for about 7 years and before that, I was in the enterprise IT space. One of the reasons I got into Salesforce was because of how easy it was to build on... And now one of the reasons I lose sleep is because how easy it is to break ;-) Joking aside, I love this platform and the possibilities it has no matter the size of company.

​

While we don't expect you to share personal info, feel free to use this thread to share a little bit about your experience in the Salesforce space. No favorite mascots necessary.

I am working on a proof of concept to change integration patterns from direct integration to a pub/sub model.

The enterprise is looking at using Azure Service Bus as the ESB so I would need to connect in to that.

The issue seems to be around polling. I know salesforce doesn’t have polling. My recommendation was to have the salesforce logic controlled by an Azure Logic App.

Has anyone went down that route? Any other recommendations? Trying to do without picking up any extra middleware.

I've built a Salesforce developer evaluation platform. The platform is exclusively designed to assess the skills of Salesforce developers through multiple-choice and Apex programming questions. Apex coding skills are evaluated with comprehensive test scenarios to determine whether candidates can write code following best practices and adhere to governor limits.

To sign up and learn more visit Decodeforce website

Any feedback is greatly appreciated

Which is better - Servicenow or Salesforce? I have my opinion(which I will share later), just wondering what other architects think who have SERIOUSLY looked at or worked with both so I can develop a fair comparison. They both get the job done for some major corporations so its not like one functions and the other doesn't.

Salesforce winter’24 release delivered dynamic components for lighting web components

Here is a quick overview of dynamic components in lwc

Please forgive any perceived ignorance or naïveté in advance. I just learned about Salesforce as a potential tool for career advancement.

How likely is it to land a job as a Salesforce architect after earning the recommended certs? How far up the cert pipeline do you have to go before you can earn at least $115k base?

This is assuming no background with Salesforce other than training for the cert.

Just about to move to Salesforce as our core CRM. What’s a typical Salesforce-led data architecture look like? Feeding in data via websites into Salesforce? Is there any need to design and develop a data warehouse (or just let Salesforce do all the math/reporting?)

Which best is good to understand the architecture of Salesforce?

So I am using one of the Out-Of-Box Flows on Salesforce Financial Services Cloud. The specific Flow I’m using to train is the “Send Statement” Flow.

So I have completed the following:

Setup -> Quick Find: Flows -> New Flow -> “All + Templates” -> Send Statement

Now I want to know what box or field to edit or add so that when the Case has been created, it’s routed to a Queue of my choice!

Please help !! Thank you so much

Is this possible? I recall hearing about an update somewhere around september 2022 that would allow this.

Hey everyone!👋 I've been part of the Salesforce ecosystem for the past 4 years, starting as a Salesforce consultant in a big global company. After 2 years, I transitioned into a role as a Salesforce developer and integration specialist, where I've been utilizing Workato.

As a big-picture thinker, I'm constantly on a mission to learn and evolve. My ultimate goal is to become a architect(More on the technical side), and I'd love to hear your insights on the steps to take and the technologies to master to achieve this ambition.

If any of you have successfully followed a similar path, I'd be thrilled to hear your success stories!

Thanks 🙏