Latest
How to Limit Rows in a CRM Analytics Recipe Using Rank and Partition
Salesforce CRM Analytics recipes have no LIMIT clause. When a dataset run drags on and you only want a small test slice, use rank + partition + filter to cap rows deterministically. Full worked example, the top-N-per-category variation, and the gotchas to watch.
6 min read
What is Person Accounts in Salesforce
What a Person Account actually is, the B2C use cases that justify it, how to enable and create one, and the do's and don'ts nobody tells you until after you've clicked Enable in production.
4 min read