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DataRaptor/Data Mapper Extract | Salesforce OmniStudio | SFI

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2. Data Raptor Extract To extract data from - multiple Salesforce objects + can use 'formulas' section Use Case 1. Use case: Show all contacts under one Account. 2. Use case: Show all contacts and all the Opportunities of one Account.   2. Data Raptor Extract Interview Questions: 1. Application need to display count of all opportunities stagewise for given account, which Data Raptor can be used? 2. Which Data Raptor can be used to fetch data from Account, Contact and Opportunity? 3. When can we not used Data Raptor Turbo Extract?

Data Raptor/Data Mapper (Turbo Extract) - omniscript - salesfroce SFI -

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1. Data Raptor Turbo Extract To extract data from Single Salesforce object + fields from related objects Ex: Extract contact details along with associated Account where AccountId <> null SOQL: SELECT Id, Name, AccountId from Contact WHERE AccountId <> null Ex: Extract contact details along with associated Account where AccountId <> null AND contact email <> null Order the result in ASC / DESC order Limit the number of output records Use of Offset in data raptor  Create new Data Mapper / DataRaptor click on preview button Click on execute button to get output 1. But recomended use ''  as '$Vlocity.NULL'  in condition. it should contain single quotes. 2.  ORDER BY   ->  Name ASC...

Salesforce interview preparation guide

  Salesforce interview preparation guide: One owner change. 7 sharing types. Different results for each.. Can you answer it in 30 seconds? “Owner A shared a record with user B. The owner changes from A to C. What happens to B’s access?” The answer depends on the sharing type: 🔹 Manual Sharing → Lost 🔹 Sharing Rules (Criteria-based) → B keeps access only if the record still meets the criteria 🔹 Sharing Rules (Owner-based) → B keeps access only if the new owner C is in the rule’s source group/role 🔹 Role Hierarchy → 🔄 Recalculated around C’s position 🔹 Team Sharing → ✅ Teams stay (Account transfer gives a keep/remove option) 🔹 Apex Managed Sharing → Manual row cause: lost → Custom Apex reason: ✅ preserved 🔹 Implicit Sharing → 🔄 Recalculated automatically 🔹 Territory Management → ✅ Access remains Takeaway: Anything tied to the owner gets recalculated. Anything tied to criteria, teams, territories or custom reas...

when yo use change data capture and platform events in salesfroce ?

  Change Data Capture vs Platform Events Both are part of Salesforce's event-driven architecture. They use a publish/subscribe model on the Event Bus, so publishers and subscribers are decoupled. Change Data Capture (CDC) Use it when you need to react to changes in Salesforce records. Salesforce publishes the event automatically when a record is created, updated, deleted, or undeleted. You don't write any publishing code. The event carries the changed fields, plus header details like the change type and the user who made the change. You enable it per object (Setup > Change Data Capture), and the channel name looks like /data/AccountChangeEvent . Typical use cases: Syncing Salesforce data to an external system such as an ERP, data warehouse, or SAP, in near real time. Keeping a replica or cache up to date without polling. Audit or history tracking outside Salesforce. Triggering Apex when specific fields on a record change. Platform Events Use them when you ne...

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10 Real-Time Scenarios for LMS - salesfroce lwc

  10 Real-Time Scenarios for LMS 1. Multi-Framework Dashboard Migration Context: A hybrid Salesforce page contains legacy Visualforce tables, Aura charts, and new LWC action buttons. LMS Role: Emits filter updates from the LWC button to refresh both the Aura chart and the Visualforce list simultaneously. 2. Utility Bar to Page Workspace Communication Context: A persistent global softphone CTI utility bar receives an incoming customer call. LMS Role: Transmits the calling customer’s account ID globally to open or refresh the main workspace record page. 3. Split-Pane Record Navigation Context: A custom page layout features a left-side list view component and a right-side detail view component. LMS Role: Clicking a record in the left LWC updates the right LWC with the new recordId without reloading the browser page. 4. Global Action Header Synchronization Context: A global global-header component manages universal settings like currency switching or theme toggling. LMS Role: ...

50 Salesforce Apex trigger scenarios categorized by complexity to help you practice coding real-world business logic

  Beginner Scenarios (Basic Automation & Validations) Lead Automation : Automatically set the Rating to "Hot" whenever a new Lead is created with an Industry of "Technology". Account Phone Cascade : Update the Phone field on all related Contacts whenever the parent Account’s Phone is modified. Prevent Deletion : Restrict users from deleting an Opportunity if its StageName is already set to "Closed Won". Task Creation : Automatically create a follow-up Task for the Account owner whenever a new Account of type "Prospect" is created. Contact Greeting : Set a custom Description text (e.g., "Hello [FirstName]") on a Contact record right before it is inserted. Case Priority : Automatically upgrade a Case Priority to "High" if the subject contains the word "Urgent" or "Critical". Opportunity Defaulting : Set the CloseDate to exactly 30 days from today whenever a new Opportunity is created without one. ...