Cloud
Salesforce Platform
90 capabilities in 11 areas, from 7,773 tasks. Open one to see what you get and how MeshMesh does it.
7,773 tasksMap
Salesforce Platform capabilities by area
Lightning ComponentsOther Salesforce Platform workFlow BuilderData ImportLightning App BuilderUsers and PermissionsObject ManagerApexDevOps CenterIntegrationsReports and DashboardsOmniStudioBuild Custom LWC Components1,038 tasksBuild Custom Lightning Apps271 tasksBuild Dashboard LWC Components182 tasksIntrospect Org Configuration240 tasksAudit Org Health198 tasksConfigure Org Rebranding185 tasksBuild Custom Web Applications142 tasksDiagnose Flow Runtime Errors266 tasksAutomate Record-Triggered Flows203 tasksBuild Screen Flows130 tasksBuild Sample Record Data616 tasksMigrate Records Into Salesforce162 tasksConfigure Record Pages458 tasksConfigure User Permission Sets231 tasksConfigure Salesforce User Accounts72 tasksAudit Salesforce User AccountsConfigure Custom Fields216 tasksConfigure Picklist Fields81 tasksEngineer Apex Classes195 tasksDiagnose Apex Errors107 tasksAnalyze Existing Apex CodeDeploy Metadata Across Orgs249 tasksConfigure External Client Apps119 tasksConfigure GitHub Source ControlConfigure Salesforce Org ConnectionsBuild Reports and Dashboards300 tasksBuild OmniStudio ComponentsDiagnose OmniStudio Component Errors
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Salesforce Platform
Apex
- Engineer Apex ClassesThe user gets working Apex classes, triggers and scripts written, deployed and checked in their org, often with unit tests and supporting app setup or page changes alongside.195 tasks
- Diagnose Apex ErrorsFind out why Apex code, a Visualforce page or a permission setup is failing, and get a clear cause and a fix plan. Sometimes the fix is applied as well.107 tasks
- Analyze Existing Apex CodeMeshMesh reads existing Apex classes and the setup around them. The user gets an explanation of what the code does, where its data comes from and where it falls short, often with a plan for what to change next.71 tasks
- Test Apex ClassesMeshMesh runs Apex test classes against a sandbox or org, reports which tests pass, fail or are skipped, and reviews code coverage to show where tests are missing.12 tasks
Salesforce Platform
Data Import
- Build Sample Record DataGet realistic sample and demo records into an org, such as accounts, contacts, opportunities, activities, campaigns and products, so a demo, dashboard or test has data to show.616 tasks
- Migrate Records Into SalesforceLoad real record data into a Salesforce org from files or other systems, or export or delete it, so the org holds working records instead of empty objects. Sample and demo data belongs to Build Sample Record Data.162 tasks
- Automate Bulk Record UpdatesUpdate, rename, create or close many records at once with CSV files and the Bulk API, without editing each record by hand.54 tasks
- Migrate Records Between OrgsCopy records, and the products, price books and templates they depend on, from a source org into a target org. The copies keep their relationships to each other.39 tasks
Salesforce Platform
DevOps Center
- Deploy Metadata Across OrgsMove metadata between orgs and source control: retrieve it, package it into a deployable project, deploy it to the target org and check that it works there. This capability sits in DevOps Center: area-level work within the Salesforce Platform overview.249 tasks
- Deploy Destructive Metadata ChangesMeshMesh removes metadata an org no longer needs, such as flows, demo apps, objects, permission sets and Lightning pages. The user ends up with a cleaner org, with any blocking dependencies either cleared or flagged.41 tasks
- Migrate Lightning Components Between OrgsMove Lightning web components, their Apex controllers and the fields they depend on from one org to another, then place them on record pages so they work in the target org.40 tasks
- Deploy Managed Packages to OrgsGet a managed or AppExchange package installed or removed in an org, with the blockers in the way cleared first.29 tasks
- Deploy Release RunbooksMeshMesh runs the setup steps that come before and after a release so the target org is ready to use. Typical work includes permissions, public groups, Knowledge and Lightning pages, done in a sandbox or across a batch of sandboxes.9 tasks
- Configure DevOps Center PipelinesGet a DevOps Center pipeline in place, with a project, stages, environments and work items, so changes can move from development sandboxes toward production.7 tasks
Salesforce Platform
Flow Builder
- Diagnose Flow Runtime ErrorsFind out why an existing flow fails, skips fields, misfires or sends nothing, then fix it or hand the fix to an admin.266 tasks
- Automate Record-Triggered FlowsGet a flow that runs when a record is created or changed: built, fixed or extended so it sends alerts, notifications or updates without a person stepping in.203 tasks
- Build Screen FlowsA user gets a guided screen flow built, tested and ready to place where people will use it, often with the fields, permissions and demo records it depends on.130 tasks
- Analyze Existing Flow LogicGet a clear account of what existing flows do, how they connect to other parts of the org, and where they could be cleaned up or refactored. The result is usually a report, an explanation in chat, or a refactored flow ready to deploy.78 tasks
- Build Agentforce Action FlowsBuild the autolaunched flows, and the Apex behind them, that an Agentforce agent calls as actions, so the agent can look things up, create records or hand off to a human.62 tasks
- Automate Data 360 Triggered FlowsGet flows that fire from Data 360 segments, activations and events built, fixed and ready to activate, usually as part of a wider Data 360 demo build.48 tasks
- Automate Approval ProcessesGet record approvals running in Salesforce: an approval process or a Flow approval orchestration that routes a record to the right approvers, locks it while it waits and creates approval work items.40 tasks
- Configure Next Best Action RecommendationsGet Einstein Next Best Action working in an org: the screen flows behind each action, the recommendations, and the strategy that serves them.32 tasks
- Automate Survey FlowsA flow that sends a Salesforce Surveys invitation at the right moment, such as when a case closes or on a daily schedule. It can also handle the follow-up records that come after, such as a case for a low score.12 tasks
- Automate Order FlowsGet flows that activate, default and fulfil orders built, fixed or redeployed. Examples include a flow that creates a return order from a fulfilment order, extending an order modification flow, and reworking order routing in Order Management.11 tasks
- Automate Slack Notification FlowsUsers get flows that post Slack alerts when Salesforce records change, such as a new case or a completed assignment. Some flows also create a Slack channel and add people to it.11 tasks
- Integrate Prompt Templates Into FlowsGet a flow that calls a prompt template or AI action, so meeting notes or records are summarized, text is translated, or a next step is chosen without manual work.11 tasks
- Automate Closed Won Follow-Up FlowsWhen an opportunity closes won, MeshMesh builds a Flow that creates follow-up tasks, sends notifications or updates related records. The result is a working record-triggered Flow on Opportunity, deployed and tested in the org.10 tasks
- Automate Case Lifecycle FlowsBuild flows that move cases through their life in Service Cloud, including status changes, escalation and flagging.9 tasks
- Automate Field Service Defaulting FlowsGet flows that fill in territory, asset or owner on work orders automatically, so records are complete without an admin setting each field by hand.5 tasks
Salesforce Platform
Integrations
- Configure External Client AppsThe user ends up with an External Client App or connected app whose OAuth scopes, callback URLs and access policies are set and checked, so another tool can connect to Salesforce. When a connection fails, MeshMesh helps find out why.119 tasks
- Configure GitHub Source ControlConnect a GitHub repository to Salesforce work, then commit, push, branch and open pull requests so org code and related files end up under version control.74 tasks
- Configure Salesforce Org ConnectionsGet a Salesforce org connected to MeshMesh so work can start, and fix login, authentication and API access failures when an existing connection breaks.62 tasks
- Integrate External SystemsConnect Salesforce to outside systems, such as a support tool, a hosted web app or another AI agent, through OAuth, credentials and hosting, so data and messages move both ways.58 tasks
- Integrate Hosted MCP ServersGive an outside AI client, such as Claude, Snowflake Intelligence or Copilot Studio, access to Salesforce tools through a hosted MCP server. This means activating the server, setting up an External Client App with OAuth, and limiting which tools the client can call.29 tasks
Salesforce Platform
Lightning App Builder
- Configure Record PagesUsers get Lightning record pages designed, built and assigned to their apps, often with the fields, buttons and related lists the page needs.458 tasks
- Diagnose Missing Page ActionsFind out why a button, action or panel is missing or broken on a Salesforce page, and either fix the layout or record page or say clearly where the cause lies.49 tasks
- Configure Lightning Home PagesThe user gets a home page for a sales or service app, often with dashboards, reports and Agentforce components, built in Lightning App Builder and ready to activate. The work also includes diagnosing home pages that display wrongly.45 tasks
- Configure List ViewsGet the right records showing in a list view, with filters that match what the team expects and visibility set so the right people can see it.38 tasks
- Configure Custom App Navigation TabsUsers get custom tabs and navigation items added and ordered in a Lightning app, with the tabs visible to the right profiles.35 tasks
- Configure Quick ActionsGet working quick actions and buttons on record pages: new actions created, existing ones renamed or fixed, and the supporting fields or flows they call.29 tasks
- Configure Sales Path GuidanceYou get Sales Path stages on a record, usually Opportunity, with the key fields and guidance for success that reps see at each stage. Related setup such as record types, stage values and stage validation rules is included.28 tasks
- Configure Lightning App BrandingThe user gets an org or a Lightning app that carries their logo, colors and theme. MeshMesh builds the theme, deploys it and, where it can, switches it on.23 tasks
- Configure Case Page LayoutsUsers get a Case record page or page layout arranged for how their team works, with the right fields, components and actions in view.21 tasks
- Configure Compact LayoutsChoose which fields show in a record's highlights panel, then build or update the compact layout, assign it and deploy it, so the header shows the right detail at a glance.8 tasks
- Configure Mobile App HomepagesSet up what mobile users see when they open the Salesforce Mobile app: the homepage, the navigation menu and the quick actions they can reach on a phone.5 tasks
Salesforce Platform
Lightning Components
- Build Custom LWC ComponentsYou get working custom Lightning Web Components, usually backed by Apex, placed on record pages, apps, tabs and sites, and fixed when they break.1,038 tasks
- Build Custom Lightning AppsYou get a working custom app in an org: objects, Lightning pages, components, reports and sample data.271 tasks
- Build Dashboard LWC ComponentsGet a Lightning Web Component dashboard with KPI cards, scores and charts, backed by live Salesforce data and placed on a record page, app page or tab.182 tasks
- Build Data 360 Unified Profile ComponentsUsers get Lightning Web Components that show Data 360 unified profile data, such as identity-resolved accounts, engagement and case history, on Salesforce record pages.99 tasks
- Design LWC Component StylingUsers get Lightning Web Components restyled and laid out to match a target design or brand theme, and deployed to their org.58 tasks
- Build Home Page Card ComponentsBuild or fix the card components shown on Salesforce home pages. Add, restyle or rework cards so the home page shows what users need.33 tasks
- Build Engagement Timeline ComponentsUsers get a Lightning web component that shows a record's engagement history as a timeline on a record page, such as engagement events, campaign touches or ticketing history. The component is built, styled and deployed to the org.19 tasks
- Integrate Prompt Templates Into LWCsConnect a prompt template to a Lightning web component so users see generated summaries or insights, such as a sentiment read-out, directly on a record page.17 tasks
- Build Agentforce Chat ComponentsA user gets a Lightning Web Component that puts an Agentforce conversation inside Salesforce. The chat can run as a full page, as a component on a home page or inside an Experience Cloud site, and it usually connects to an existing agent through Apex.16 tasks
- Configure LWC Static ResourcesGet images, logos, scripts and other media into static resources so Lightning web components and branding can use them, or point a component at the right asset URL.10 tasks
- Build Console Utility ComponentsUsers get Lightning Web Components that run in a Service Console utility bar, in the background, or on console record pages. Examples include a utility bar shortcut to an Experience Cloud site, a headless component that opens a call's Case as a subtab, and the components for a call center demo.9 tasks
- Build File Upload ComponentsGet a Lightning Web Component that lets users upload, search and download Salesforce Files on a record or an Experience Cloud site.9 tasks
- Build Account Hierarchy ComponentsGet a Lightning Web Component that shows an account's parent and child accounts as a color-coded hierarchy on the account record, backed by an Apex controller and the fields it needs.3 tasks
- Configure CSP Trusted SitesGet external images, scripts and endpoints loading in Lightning pages by adding, correcting or removing CSP Trusted Sites and related Remote Site Settings.3 tasks
- Integrate React Apps Into SalesforceA user gets an externally built React app running in or alongside a Salesforce page, along with any Salesforce-side code it needs.3 tasks
Salesforce Platform
Object Manager
- Configure Custom FieldsAdd custom fields to standard objects, give users access to them, and deploy them so they appear on records and list views.216 tasks
- Build Custom ObjectsA user describes a data model or a small app, and MeshMesh creates the custom objects, fields, relationships, tabs and permissions in the org.166 tasks
- Configure Picklist FieldsAdd or edit picklist values and defaults on standard and custom objects, and find out why a value or default does not behave as expected.81 tasks
- Configure Record TypesCreate and rename record types and sales processes on an object, then make them visible to the right profiles with the right layouts.22 tasks
- Configure Translation Workbench LanguagesUsers get Salesforce labels, picklist values, fields and records shown in more languages, with the languages switched on and translators assigned in Translation Workbench.21 tasks
Salesforce Platform
OmniStudio
- Build OmniStudio ComponentsMeshMesh builds and changes OmniScripts, FlexCards and Integration Procedures so users get working guided processes without assembling each piece by hand. Much of the work also touches Data Mappers (DataRaptors) and Document Generation.80 tasks
- Diagnose OmniStudio Component ErrorsFind out why an OmniScript, FlexCard, data mapper or guest-user access is broken, and fix it where that can be done through metadata. When the fix needs browser-based Setup work, MeshMesh hands back a fix plan.80 tasks
- Deploy OmniStudio ProcessesGet OmniStudio processes such as OmniScripts, Integration Procedures, FlexCards and document generation built, activated and working in a Salesforce org.10 tasks
Salesforce Platform
Reports and Dashboards
Salesforce Platform
Users and Permissions
- Configure User Permission SetsUsers get the right permission sets, permission set groups and permission set licenses assigned, and missing assignments found and fixed, so people can see and use what they need.231 tasks
- Configure User AccessThis capability covers creating users and giving them the right profile, role, licenses, permission sets and permission set groups.82 tasks
- Diagnose Salesforce Access IssuesFind out why a user cannot log in, open a record or use a feature. The result is a root cause and the permission or licence fixes it needs. When the limit sits on the Salesforce side, the result is an explanation of that limit.77 tasks
- Configure Salesforce User AccountsCreate, clone, reset, deactivate and clean up admin and standard user accounts, so the right people have working logins with the right email, profile and permissions.72 tasks
- Audit Salesforce User AccountsGet a clear report on who has access to an org: active and inactive users, licenses, permission sets and profiles, plus a plan for what to clean up. The work here is mostly review and reporting. Changes are usually left to a person or to a follow-up task.53 tasks
- Configure Record Sharing AccessControl who can see which records: sharing rules, public groups, roles, queues, organization-wide defaults and restriction rules, set so the right users see the right data and no more.46 tasks
- Configure Object Visibility SettingsGet the right apps, tabs, record types and objects to show or hide for the right users by adjusting profiles, permission sets and permission set groups. This covers cleanup and diagnosis as well as new setups.40 tasks
- Configure Org Feature SettingsAn admin gets a gated feature, release update or permission toggle switched on in their org, or a clear explanation of what is blocking it.37 tasks
- Configure Org Security SettingsSet an org's security policies, such as passwords, sessions, encryption and event monitoring, or find out why a security setting behaves the way it does.35 tasks
Salesforce Platform
Other Salesforce Platform work
- Introspect Org ConfigurationYou get a plain summary of what is in a Salesforce org: its objects, packages, automation and data. Users rely on it to get oriented before a demo, a project kickoff or troubleshooting.240 tasks
- Audit Org HealthGet a clear read of an org's configuration, technical debt and inventory, written up as a report, dashboard or audit artifact you can act on.198 tasks
- Configure Org RebrandingGive an org a new look and name: logos, colors and themes on apps and pages, and old brand names replaced in records and agents.185 tasks
- Build Custom Web ApplicationsUsers get a working external web app, usually hosted on Heroku, that reads and writes Salesforce data or talks to an Agentforce agent. MeshMesh writes the code, connects it to the org and pushes it toward hosting.142 tasks
- Audit Salesforce Technical DebtMeshMesh inspects an org's code, automation, permissions, packages and limits, then hands back a severity-ranked findings report with quick wins and an executive summary. It mostly finds and ranks the problems. Fixes are usually left to the user.100 tasks
- Build Trailhead Challenge SolutionsMeshMesh builds the org configuration a Trailhead challenge or superbadge step asks for, such as flows, agents, agent actions and prompt templates, so the learner can run the challenge check and pass.92 tasks
- Test User Acceptance ScriptsMeshMesh runs user acceptance and integration test scripts against an org and records the results.43 tasks
- Audit Org Component InventoryA user gets a list of what is deployed in an org: code components such as LWC and Apex classes, along with other metadata such as reports and dashboards. The list arrives as a report or document. Sometimes it is the starting point for planning how to rebuild components in another org.39 tasks
- Build Lightning Email TemplatesMeshMesh produces ready-to-use Lightning email templates and letterheads for sales and marketing emails. These include HTML layouts, merge fields and branding, stored where users can pick them up.22 tasks
- Audit Standard Object FieldsFind out which fields on standard and related objects are used, referenced or safe to deprecate, so an admin can decide what to clean up.17 tasks
- Audit Agentforce Org ReadinessCheck whether an org is ready to run Agentforce, then close the gaps: switch on the right features, connect the data and get agents active.11 tasks
- Audit Managed Package ReferencesFind where flows, Apex classes and fields depend on a managed package namespace, such as Salesforce CPQ (`SBQQ__`), or whether a package is used at all. You get a catalog of what uses each reference and how, before you change or remove the package.3 tasks