Getting Comfortable with SOQL Queries
Understanding Data Access: Org-Wide Defaults, Sharing Rules, and More
Formula Fields: More Powerful Than I Expected
I used to think formula fields were just for simple math or string concatenation. This month, I realized they’re way more powerful than that.
I built a formula that automatically calculates a next follow-up date based on a custom logic—and it worked across record types without needing automation or flow.
Why You Should Always Build in Sandbox First
Lookup Filters: My New Favorite Guardrails
We had an issue where users were associating the wrong type of records in a lookup field. It created a mess. Today I fixed it with a lookup filter—and honestly, I should’ve done it months ago.
With just a few clicks, I restricted the lookup so it only shows valid options based on the record’s status. No code. Just logic.
Dynamic Forms Are Amazing
Intro to Debug Logs: Reading the Salesforce Matrix
Today I cracked open Debug Logs for the first time. It was intimidating at first—like staring into the Matrix—but I finally figured out how to use them.
I was troubleshooting why a flow wasn’t updating a field. Turns out, a validation rule was firing quietly in the background. I would’ve never known without the debug log.







