Skip to content

Tag: Apex

Advanced Send Email Flow Action – Send email from Salesforce flow with CC, BCC, and email attachments

This class can be used in flows to send emails programmatically without needing predefined email alerts.
It allows customization of email content, recipients, and attachments on the fly. The Apex class is designed to send emails from Salesforce without the need for an Email Alert.

Screen Flow – Preview the email body with merge fields populated before sending out

This article shows, how to preview an email in a screen flow with actual merge fields populated before sending it out to a customer, ensuring all details are correct. By using an Apex invocable action that returns email body with all the merge fields populated and in the screen flow show text using display text component and HTML body using an LWC.

Update lead Owner, when a lead is assigned to a Sales Engagement cadence (cadence starts).

This article provides step-by-step instructions to help you set up an automation using Change Data Capture, Flow and Apex trigger to update the lead Owner, when a lead is assigned to a Specific cadence. The apex trigger listens for new events on the ActionCadenceTrackerChangeEvent object, and when a Lead is targeted by a specific cadence (‘my test cadence’), it triggers a Flow to update the lead owner with the cadence assignee.

Salesforce Apex – Send weekly emails to respective owners with their open tasks

This article walk you through creating an Apex class which is used to send a summary of open tasks to each active standard user in Salesforce, helping them stay informed about their pending tasks. The email is sent from a specified org-wide email address, and the tasks are listed in a table format within the email.

Salesforce LWC to show CMS Content (Collection) as Accordion on public LWR Site using ConnectAPI.ManagedContentDelivery class

An example of LWC to display CMS Content (Collection) as an accordion on a public Lightning Web Runtime (LWR) site, leveraging the ConnectAPI.ManagedContentDelivery class. In this example, I use the getCollectionItemsForChannel method from the ConnectAPI.ManagedContentDelivery class to retrieve CMS Collection items and display them as an accordion.

Salesforce apex trigger: process records in less than 200 records per transaction using queueable chaining

This article walks you through to process apex trigger records in less than 200 records per transaction using queueable chaining apex job to avoid Salesforce limitations.

Consider a situation where you are bulk inserting records into a custom object or standard object, and you have an Apex trigger that is fired by this custom object. This trigger contains complex business logic, and you’re running into Salesforce limitations due to processing the default batch size of 200 records in a single transaction.