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Salesforce tips & best practices

Practical articles from the field — automation, development, administration and more.

Designing a Scalable Salesforce Permission Model

Profiles, permission sets, permission set groups — Salesforce gives you a lot of tools to control access. Here's how to use them so your security model doesn't collapse under its own weight.

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Flow vs. Apex: When to Use Which

One of the most common questions in Salesforce development — should you build it in Flow or write Apex? Here's a practical decision framework.

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