Salesforce Commerce Cloud (SFCC) is a robust eCommerce platform supporting multiple storefront architectures — including Pipelines, Controllers, and the modern Storefront Reference Architecture (SFRA). This guide provides a step-by-step setup process for configuring Visual Studio Code (VS Code) for efficient SFRA cartridge development, deployment, and debugging.
Setting Up Visual Studio Code (VS Code) for SFRA Development in Salesforce Commerce Cloud (SFCC)
Agentic AI Revolution and Its Business Impact
The Agentic AI revolution is reshaping how organizations operate, introducing a new era where intelligent systems act autonomously while collaborating seamlessly with humans. This transformation is unlocking unprecedented levels of efficiency, innovation, and competitiveness across industries.
Pandora: AI-Commerce Experience with Gemma & Clara
Pandora, the world’s largest jewellery brand, is redefining online shopping by blending the warmth of in-store personalization with the power of artificial intelligence. Through its intelligent AI agents— Gemma and Clara—Pandora delivers an engaging, efficient, and human-like shopping and service experience for its digital customers.
Agentic Enterprise Vision and Its Philosophy
Understanding the Agentic Enterprise Vision
The Agentic Enterprise Vision represents a transformative approach to how businesses operate in collaboration with artificial intelligence (AI). At its core, this vision focuses on integrating AI agents not as replacements for humans but as empowering partners that augment human capabilities. The goal is to create an enterprise where people and AI work together seamlessly to drive customer success, innovation, and operational efficiency.
Type-Ahead Search in List View Fields
Have you ever wasted precious minutes scrolling through hundreds of fields just to find one tiny field while editing a list view? As Salesforce Admins, we’ve all been there — scrolling endlessly through the “Available Fields” list, trying to locate that elusive “Case Number” or “Contact Email.”
Track User Changes Effortlessly with Field History on the User Object (Beta)
For Salesforce admins, keeping track of changes on user records has always been a bit of a detective job. Who changed a user’s profile? When was someone deactivated? Which fields were updated last week? Until now, answers required digging through the Setup Audit Trail—painstaking, time-consuming, and often incomplete.
Ensure Your Flow Images Survive Deployment (Beta)
As Salesforce Admins, we’ve all experienced the frustration: you spend hours designing a beautiful screen Flow in the sandbox, carefully adding logos, diagrams, and instructional images — only to deploy it to production and see all your images broken. It’s a deployment nightmare, and it often requires tedious manual fixes after every move.
Flow Default Record Pages in Lightning App Builder
Salesforce continues to make the Flow experience smoother and more customizable, and one of the most exciting Winter ’26 updates is the ability to edit Flow default record pages directly from the Lightning App Builder.
Sort List Views Using Multiple Columns (GA)
Salesforce Admins and users rejoice — one of the most-requested list view enhancements is finally Generally Available (GA)! You can now sort your list views by up to five columns at once. This small but mighty feature helps you analyze, prioritize, and act faster — all without building a custom report.
Apex Cursors in Salesforce
Handling large amounts of data in Salesforce can be challenging because of platform limits. Apex Cursors (currently in Beta) are a new, powerful tool that helps you process big data in smaller, manageable chunks with ease and efficiency.
Related List Downloader – Chrome Extension
Salesforce users know the value of related lists — they provide essential context by displaying child records like Contacts under Accounts, Opportunities under Leads, or custom relationships across objects. But what happens when you need to extract that data for analysis, reporting, or sharing?
Building ICP-based Prospect Lists with Surfe and Make.com
If you’ve ever spent hours manually finding companies, searching for people, verifying contact info, and then adding everything into Salesforce, this Make.com automation is about to save you an entire workday.
We recently built an end-to-end automated prospecting workflow using Make.com, Surfe APIs, and Salesforce and it’s been a total time-saver.
Building ICP-based Prospect Lists Automatically with Surfe and n8n
If you’ve ever spent hours manually finding companies, searching for people, verifying contact info, and then adding everything into Salesforce, then this n8n automation is definitely going to be a time-saver.
Astrea Listview Export for Salesforce – Chrome Extension
Working with Salesforce often means dealing with large volumes of data — Accounts, Contacts, Leads, and custom object records. While Salesforce provides list views to filter and view records, exporting those lists into Excel for reporting, sharing, or analysis can sometimes be challenging.
Astrea Smart vCard for Salesforce – Chrome Extension
Managing your Salesforce contacts just got a whole lot easier! With the Astrea Smart vCard Chrome Extension, you can quickly export Salesforce contacts into vCard (VCF 3.0) format and move them straight into your phone or email client.
RAG in Salesforce: Revolutionizing AI CRM
In the evolving landscape of CRM, Salesforce has introduced Retrieval-Augmented Generation (RAG) to enhance the capabilities of AI agents. RAG empowers AI to access and utilize both structured and unstructured data, ensuring responses are not only accurate but also contextually relevant. This advancement is pivotal in reducing AI-generated inaccuracies and aligning outputs with real-time business needs.
Automating Salesforce Testing with Selenium: A Complete Guide
Salesforce is one of the most widely used CRM platforms, and with its flexibility comes complexity. Whether you’re working with standard objects (like Leads, Opportunities, or Accounts) or building custom apps, thorough testing is essential. Manual testing, however, is time-consuming, repetitive, and prone to human error.
Identity and Access Management in Salesforce
In simple words, Identity Governance and Administration, or IGA, is a way companies manage who can access their important systems and data. This is very important for platforms like Salesforce, where sensitive business information like customer details, financial data, and health records are stored. IGA makes sure that the right people get the right access, and no one can misuse or access data they shouldn’t.
Powering Business Decisions with Salesforce AI Agent: Budget, Forecast & Actuals Analysis
In today’s fast-paced business world, timely access to financial insights can be a game-changer. Whether it’s tracking monthly budgets, comparing forecasts with actuals, or identifying top-performing customer groups — financial clarity is essential.
Enter the Budget Analysis Agent — a powerful, AI-driven solution built using Salesforce Agent Actions and Apex logic This setup enables users to ask natural questions like “What was the forecast for June?” or “Give me Actual vs Budget for an Automotive manufacturing client,” and receive real-time answers based on structured financial data within Salesforce.
Agentforce: The Future of AI in Service
Salesforce has launched Agentforce, a new platform that takes AI in customer service to the next level. Unlike normal chatbots, these AI agents can understand, decide, and act on their own—making customer service faster, smarter, and more human-friendly.
Why Roster File Management Matters in Healthcare: A New Era with Salesforce Health Cloud
With the Salesforce Winter ’25 release, Roster File Management has made its debut in Health Cloud. But before we dive into what this feature offers, let’s step back and understand why the healthcare industry needed it in the first place. After all, as the saying goes: Necessity is the mother of invention.
Salesforce Agentforce: The Future of Autonomous AI Agents
Salesforce Agentforce is a cutting-edge platform that integrates autonomous AI agents seamlessly into business workflows and customer service. In 2025, this technology is shaping the future of digital labor, where AI agents are automating manual tasks, sales processes, and support functions completely.
Transforming Copilot Studio into a Smart Knowledge Assistant
Artificial Intelligence is changing the way organizations work, but generic AI assistants often fail when it comes to company-specific data. To solve this, we implemented Microsoft Copilot Studio and connected it with a custom knowledge base. This made Copilot Studio capable of answering questions directly from our own documents, datasets, and trusted web sources.
Agentforce Testing Center
“You won’t make flow changes directly in your Production instance… would you?” That’s Salesforce Admin 101, and any self-respecting Salesforce administrator would not need to pick one reason as to why something like this would be straight-up risky. From things like running the risk of impacting critical business processes that would immediately impact users and potentially cause data loss, to having a lack of a testing environment. Also, there is the risk of no rollback option; there may be no easy options left.
“Your Account” in Salesforce
It is said that the ships that are able to brave the longest voyages are the ones that are able to meticulously plan every aspect that could be needed in the journey. Not only in the initial stages, even after the voyage has begun, it is imperative for the leadership to be fully aware of the ship's capabilities to deploy them effectively. Everything from rationing food to making sure the sails are stored properly, knowledge about these features plays a pivotal role in determining whether the ship survives tough waters.
Agentforce 1 for Sales
Advanced AI is here and it is here to stay !
The Agentforce 1 Sales license was announced onOctober 25, 2024. The platform as a revamp of the Unlimited Plus edition of the Salesforce platform. This is the latest step taken by Salesforce to allow for more AI participation directly on the platform.
Watsonx in Action: AI, Data, and Tools That Deliver
AI isn’t just about powerful models — it’s about connecting intelligence with action. IBM watsonx is a modular AI and data platform designed to help enterprises build secure, governed, and scalable AI solutions. It brings together AI development, data management, governance, and automation tools into one unified stack.
Beyond the Hype: The Watsonx Advantage
The generative AI revolution has moved far beyond ChatGPT parlor tricks. Enterprises now demand scalable, trustworthy, and governable platforms that can integrate deeply with core business processes. With industry giants like Microsoft Azure, Google Vertex AI, and disruptors like Anthropic’s Claude vying for dominance, IBM’s watsonx emerges as a platform engineered for the unique complexities of global business.
Documenting your Salesforce org
Documenting a Salesforce org is crucial for maintainability, onboarding, audits, and scaling. Here are the best tools (both native and third-party) to document a Salesforce org effectively, depending on your needs:
Record Types in Salesforce
In this blog, we'll dive into the concept of Record types in Salesforce , explore their key benefits, and walk through the steps to create them effectively.
Redefining How Humans and AI Work Together
Salesforce has officially launched Agentforce 3.0 a major update to its AI-powered digital labor platform — and it’s a game-changer for businesses looking to scale AI adoption with clarity, control, and confidence.
Visualizing Affiliations in Salesforce NPSP: A Smarter Way to Understand Relationships
Understanding how individuals are connected to organizations is at the heart of nonprofit success. Whether you're managing volunteers, board members, or long-term donors, having a clear view of these relationships can make all the difference. That’s where Affiliations in Salesforce’s Nonprofit Success Pack (NPSP) come into play.
Automate Your Success with Make.com Expertise
In today’s fast-moving business world, repetitive tasks and disconnected apps can slow you down. At Astrea IT Services, we harness the power of Make.com, the no-code automation platform that connects your tools and streamlines your workflows like never before. Our certified Make.com experts have transformed businesses by automating complex processes, integrating apps, and delivering solutions that save time and boost growth. Ready to make your operations run smoother? Let’s explore how our Make.com expertise can work for you!
Unleash the Power of Scalable Backend Solutions with Xano Expertise
In today’s fast-paced digital landscape, businesses need robust, scalable, and efficient backend solutions to power their applications and workflows. At Astrea IT Services, we specialize in delivering Xano backend services that empower businesses to streamline operations, automate processes, and scale effortlessly. Our team of seasoned Xano experts has built large-scale projects, tackled complex challenges, and delivered tailored solutions that drive success. Let’s explore how our Xano expertise can transform your business.
Customer Onboarding Flow with Dynamic Service Plan Selector in Salesforce Using OmniScript
In today’s telecom and digital service environments, offering the right plan to the right customer at the right time is crucial. Whether it's Data, Unlimited, Combo packs or Data/Calling customers expect easy-to-navigate interfaces and relevant choices.
Build Stunning Web Apps in Days with Softr No-Code Expertise
Need a beautiful, functional web app without the coding headache? At Astrea IT Services, we’re your go-to experts for Softr, the no-code platform that turns your ideas into sleek client portals, marketplaces, and dashboards in record time. Our certified Softr pros have crafted game-changing solutions for businesses, solving tough challenges and delivering apps that impress users. Let’s dive into how our Softr expertise can bring your vision to life fast!
Automatically Notify CC User When a Task is Updated
This blog explains how to send an automatic email to the CC User (Or FYI user) when any field on a Task is updated in Salesforce. Using a simple record-triggered flow, we ensure the CCed user stays informed about important changes without manual effort.
Empowering Agility with the Business Rules Engine in Salesforce Industry Cloud
In today’s dynamic business landscape, organizations must adapt quickly to regulatory changes, customer demands, and operational nuances. To meet this challenge, Salesforce has introduced the Business Rules Engine (BRE) as part of its Industry Cloud offerings—enabling enterprises to define, manage, and execute complex business logic with greater flexibility and transparency.
Real-Time Sales Deal Alerts: Connect Your Teams with Salesforce, Make.com, Slack, and Airtable
Imagine your Sales team lands a big deal, but Marketing and Customer Success are out of the loop, scrambling to catch up. In a fast-moving SaaS company, everyone needs to know when a major deal is close to closing—so Marketing can plan campaigns, Customer Success can prepare onboarding, and Leadership can track wins. In this guide, we’ll walk you through how to build a system to share these updates instantly using Salesforce, Make.com, Slack, and Airtable.
Salesforce Foundations: A Unified Experience for Multi-Cloud Customers
As businesses continue to scale and diversify their Salesforce usage across Sales, Service, Marketing, Commerce, and other clouds, the need for a consistent and simplified experience becomes paramount. Recognizing this, Salesforce has introduced Salesforce Foundations —a strategic new layer within the Salesforce ecosystem aimed at unifying access and enhancing productivity for multi-cloud customers.
Introducing Lightning Design System 2: A New Era of Customization and Flexibility in Salesforce UI
Salesforce has officially launched the next evolution of its design framework—Lightning Design System 2
(SLDS 2)—marking a transformative step forward in how users experience, customize, and build on the Salesforce Platform. With SLDS 2, Salesforce is redefining the standards for consistency, accessibility, and flexibility in user interface design.
Project Documentation: Dynamic Insurance Quote Generator using OmniStudio
Scenario Overview
Business Use Case:
A dynamic insurance quote needs to be generated based on customer inputs like Age, Location, and Vehicle Type. The insurance rates will be fetched from a backend data source using DataRaptor or Integration Procedure, and real-time calculations will be done using Formula elements. A summary screen will display the final quote and enter information before submission.
Real-Time Integration with Salesforce: A Deep Dive into Change Data Capture (CDC)
As businesses strive to become more connected and responsive, real-time data integration has shifted from being a luxury to a necessity. In the Salesforce ecosystem, Change Data Capture (CDC) is a powerful feature that enables this transformation by allowing platforms to react instantly to data changes.
Exploring the Agentforce Testing Center: A Game-Changer for Salesforce Users
In the ever-evolving world of Salesforce, staying ahead of the curve is crucial for businesses and service providers. Salesforce's newest product, Agentforce, is designed to empower users by integrating AI-powered capabilities into the CRM ecosystem. However, as with any advanced technology, ensuring its seamless functionality is essential for businesses to leverage its full potential. This is where the Agentforce Testing Center comes into play.
Simplifying Home Services Booking with Agentforce
Managing home services like plumbing or electrical repairs can be frustrating—especially when booking delays, unresponsive technicians, or unclear service processes come into play. Homeowners want fast, reliable help without hopping between calls, websites, and apps.
ScaleTest: Ensuring Your Salesforce App Performs Under Pressure
In today’s digital-first world, users expect apps to be fast, reliable, and responsive—no matter how many people are using them. But how do you know if your Salesforce solution can handle the traffic and workload it might face in the real world?
Common Pitfalls of Salesforce to Netsuite Integration and How to Avoid Them
Let’s start with a quick overview of numbers to understand the usage of both systems:
- NetSuite serves over 41,000 companies globally,
- Salesforce boasts more than 150,000 customers worldwide.
Given the complementary nature of Salesforce's CRM capabilities and NetSuite's ERP functionalities, many organizations leverage both platforms in tandem.
Salesforce Quote Approval in Slack
Speed and accuracy are crucial in any sales process. In this blog, we’ll learn how to send a Slack notification when a Salesforce Quote’s Total Price exceeds a certain amount, and how to Approve or Reject the Quote directly from Slack — without logging into Salesforce. This automation will make approvals faster and the process more efficient.
Insurance Claim Processing with Document Upload using OmniScript
Overview
This use case enables customers to submit insurance claims through an OmniScript interface. During the submission process, customers can upload documents such as damage images, reports, or any other supporting files. These documents are stored as ContentVersion records and are linked to the corresponding custom object Insurance_Claim__c record. A summary screen at the end shows both the claim details and the uploaded file names.
How to Configure Omni-Channel in Salesforce Service Cloud
Salesforce Service Cloud provides a powerful suite of tools for customer service, and one of the most valuable features is Omni-Channel. Omni-Channel allows you to manage customer interactions across various channels (such as email, chat, phone, and social media) from a single platform. This creates a seamless and unified experience for both agents and customers. In this blog, we'll walk you through the steps to configure Omni-Channel in Salesforce Service Cloud.
Implementing a Case Summary Card Using OmniStudio FlexCards
In high-volume service environments, customer support agents need to act fast. But navigating through multiple screens and records in Salesforce can slow them down. This is where OmniStudio FlexCards shine—by offering a concise, at-a-glance view of case information right within the agent’s workspace.
Modernizing Public Service: Citizen Case Management in Salesforce Government Cloud
Government agencies today face growing pressure to serve citizens faster, more transparently, and more efficiently—while staying compliant with stringent data protection standards. That’s where Salesforce Government Cloud steps in, offering a secure, scalable platform tailored to public sector needs.
Creating Seamless Handoffs Between Agentforce and Human Agents in Salesforce Service Cloud
As businesses increasingly adopt AI to streamline customer service operations, one key challenge remains: ensuring smooth and natural handoffs between AI agents and human agents. Salesforce's Agentforce, built on Einstein AI and natively integrated with Service Cloud, empowers businesses to handle high volumes of customer interactions efficiently. But to deliver truly great service, it's crucial that transitions from Agentforce to human agents are fast, context-rich, and frictionless.
Exploring the Object Model of Salesforce Government Cloud
As government agencies embrace digital transformation, the need for platforms that ensure compliance, scalability, and citizen-centricity has never been greater. Salesforce Government Cloud answers this call—offering a secure and flexible environment tailored for public sector workflows.
Salesforce Opportunity Alerts via Slack
1. Introduction: Why Workflow Automation is Essential
Every second saved is a competitive advantage in today's fast-paced digital world. Businesses like Astrea IT Services handle hundreds of repetitive yet critical workflows — from lead capturing and data syncing to multi-channel notifications.
Understanding the Business Flows of Salesforce Government Cloud
In the evolving landscape of digital transformation, government agencies face growing pressure to deliver fast, secure, and transparent services to citizens. Salesforce Government Cloud offers a purpose-built platform designed to meet these expectations while maintaining the stringent compliance standards required by federal, state, and local governments.
Mastering the Salesforce Service Cloud Console: A Complete Guide
In today’s fast-paced, omni-channel world, service agents are expected to juggle multiple customer interactions across platforms while delivering quick, consistent, and personalized support. That’s a tall order without the right tools. Enter the Salesforce Service Cloud Console —a purpose-built workspace to help service teams stay focused, organized, and efficient.
Seamless Salesforce-to-Salesforce Integration Using OmniStudio Integration Procedures
In today's interconnected digital landscape, enterprises often operate multiple Salesforce orgs across departments, regions, or subsidiaries. Enabling smooth, real-time integration between these orgs can unlock major efficiencies. Enter OmniStudio's Integration Procedures — a powerful, low-code tool designed to streamline and optimize complex integrations. In this blog post, we explore how Integration Procedures can be used to connect two Salesforce orgs with a real-life use case.
Automating Slack Notifications from Salesforce Using OmniStudio Integration Procedures
Problem Statement
At Astrea IT Services, our compact yet capable team of developers oversees multiple Salesforce applications listed on AppExchange. Managing several apps simultaneously makes it difficult to manually track each one for client-reported issues. This becomes especially critical when High Priority Cases are raised — any delay in response can lead to customer dissatisfaction or potential business loss.
Flow Automation in Salesforce: Starter vs Professional vs Enterprise Editions
Salesforce Flow is one of the most powerful tools in the platform, allowing businesses to automate processes, improve efficiency, and deliver better user experiences. But not all Salesforce editions support Flow equally. There are major differences between what you can do in Starter, Professional and Enterprise editions.
Real-Time File Integration from AWS to Salesforce via Lambda Function
Have you ever wondered how to achieve seamless integration between AWS and Salesforce?
To address this challenge, a practical solution is to integrate AWS with Salesforce in such a way that whenever a file is uploaded to an AWS S3 bucket, it is automatically uploaded to Salesforce — without any manual intervention.
Unleash Your Creative Potential with Softr: The Ultimate No-Code Tool for Building Web Apps
In today’s fast-paced digital world, businesses and creators need tools that empower them to bring ideas to life quickly, without the complexities of coding. Enter Softr, a leading no-code platform that transforms the way you build custom web applications, client portals, and internal tools. With its seamless integration with Airtable and Google Sheets, intuitive drag-and-drop interface, and powerful features, Softr makes app development accessible to everyone—whether you’re a startup founder, a small business owner, or a creative professional.
Xano: The Ultimate No-Code Backend Builder
In today’s fast-moving digital landscape businesses need robust, scalable backends to power their apps and workflows, but coding one from scratch can be daunting and time-consuming. Enter Xano, a game-changing no-code backend platform that empowers entrepreneurs, startups, and enterprises alike to build powerful, secure, and flexible backends without writing a single line of code. With Xano, you can create APIs, manage databases, and automate processes, all through an intuitive visual interface.
Salesforce Professional Edition: A Comprehensive Guide
Salesforce Professional Edition is a powerful CRM solution designed for growing businesses that require more than just the basics. Positioned between the Starter and Enterprise editions, it offers a robust set of features ideal for companies that want automation, better reporting, and increased control over their sales and service processes without the complexity of full-scale enterprise systems.
Automate Smarter with n8n: The Open-Source Workflow Powerhouse
1. Introduction: Why Workflow Automation Matter
In today’s digital age, time is currency. From startups to large enterprises, every business is trying to eliminate repetitive tasks and improve efficiency through automation.
Salesforce Enterprise vs Unlimited Edition
Introduction
Salesforce offers several CRM editions tailored to businesses of different sizes and needs. While Enterprise Edition suits growing and complex organizations, Unlimited Edition is built for enterprises needing deep customization, premium support, and maximum scalability.
Integrating Xano with Softr
If you’re looking to build a powerful web app without coding, combining Xano and Softr is like finding the perfect recipe for success. Xano is a no-code backend platform that handles your data and logic, while Softr turns that data into a beautiful, user-friendly frontend. Together, they let you create anything from client portals to task managers fast and easy. In this blog, we’ll walk you through how to integrate Xano with Softr in a way that’s simple to follow, even if you’re new to no-code tools. Let’s dive in!
Salesforce Starter Edition: A Complete Overview
Salesforce Starter Edition, also known as the Salesforce Starter Suite, is a streamlined version of the world’s leading CRM platform, designed specifically for small businesses or teams new to CRM. It offers a simple, affordable, and unified solution for managing sales, service, and basic marketing needs without the complexity and cost of Salesforce’s higher-tier editions.
Salesforce Consultant vs Salesforce Administrator
Salesforce professionals play critical roles in driving digital transformation across organizations. Two of the most common roles in the Salesforce ecosystem are the Salesforce Administrator and the Salesforce Consultant. While both are essential to successful Salesforce implementations and operations, their responsibilities, skill sets, and strategic importance differ in key ways.