Quick Reference Guides

SOQL Cheat Sheet

All SOQL clauses, aggregate functions, date literals, and relationship query syntax in one page.

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Salesforce Flow Best Practices

12 rules every admin and developer should follow when building Salesforce flows — with governor-limit guidance.

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Permission Sets vs Profiles Guide

When to use Profiles, Permission Sets, and Permission Set Groups — with a decision tree for Salesforce security architecture.

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Apex vs Flow Decision Guide

A decision framework for choosing Apex or Flow — with a comparison table covering performance, maintainability, and governor limits.

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Data Migration Checklist

20 steps to run before any Salesforce data migration goes live — covering data cleansing, mapping, validation, and rollback planning.

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REST API Callouts in Apex

Complete tutorial on building Salesforce REST API callouts — authentication, Named Credentials, error handling, and mocking in tests.

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Free Salesforce Tools

SF Data Exporter

Export Salesforce records to Excel, CSV, or JSON from your browser — no installed software needed. Supports all standard and custom objects.

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SOQL Query Helper

Browser-based SOQL query builder with syntax highlighting, object auto-complete, and direct result export to CSV.

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File Bulk Export Walkthrough

Step-by-step guide using Apex, Data Loader, and SOQL to bulk export Salesforce Files and Attachments — with ready-to-copy code.

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Need something custom?

If you're looking for a specific guide, cheat sheet, or tool — reach out. I may already have it, or I can build it.

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