Salesforce Help Archives - EKWIS

Converting Profiles to Permission Sets for a Cleaner, More Efficient Org

Introduction As a seasoned Salesforce consultant, I’ve witnessed many organisations struggle with managing and maintaining a cluttered permissions structure. This can lead to significant challenges in terms of user access, security, and overall efficiency. The solution? Converting from Profiles to Permission Sets. In this blog post, we’ll dive deep into the benefits of this transition

Transitioning from Change Set Deployments to CI/CD in Salesforce

Introduction In recent years, Continuous Integration (CI) and Continuous Deployment (CD) have become the gold standard for development and release management in Salesforce. By embracing these practices, organisations can accelerate their development process, reduce errors, and maintain a higher level of quality control. In this blog post, we’ll guide you through the process of transitioning

Migrating Salesforce ContentDocuments (Files)

Background Data migration can be a daunting task, particularly when it comes to transferring files within Salesforce. This comprehensive guide is designed to assist anyone who needs to accomplish this crucial step. Although our focus is primarily on exporting files from one Salesforce org to another, we have also included notes on how the process

CI CD Setup for Salesforce with JWT Authorisation Flow

Description How to authenticate Salesforce with JWT and OpenSSL. Useful for setting up CI/CD Pipelines for automating repetitive tasks. Salesforce docs: Salesforce Developers Create certificates and keys locally using OpenSSL The first step is to create a self-signed certificate and private key the certificate will be used when we create a Connected App in Salesforce