Salesforce Sage-Salesforce APEX Guidance

Example

Identifying and resolving a memory limit exception in a batch APEX process.

Scenario

A Salesforce developer faces an 'Apex heap size too large' exception. Salesforce Sage assists by suggesting code optimization strategies, such as using SOQL for loops to process records in smaller batches and using transient variables.

Example

Customizing Salesforce objects and fields to match unique business processes.

Scenario

A Salesforce administrator needs to configure a custom object to track customer satisfaction surveys. Salesforce Sage provides a detailed walkthrough of creating custom objects, fields, and setting up appropriate page layouts.

Example

Developing a trigger to automate data updates across related records.

Scenario

A developer wants to automate the process of updating contact information across all related cases when an account's primary contact changes. Salesforce Sage guides through the creation of an efficient APEX trigger, ensuring best practices for bulk data processing are followed.

Example

Creating a formula field to calculate customer lifetime value based on transaction records.

Scenario

A business analyst needs to track customer lifetime value within Salesforce. Salesforce Sage explains how to construct a complex formula field that aggregates total spend, factors in discount rates, and calculates the net present value for each customer.