Salesforce for Outlook Retirement: What You Need to Know and How to Evaluate Alternatives
If your company uses Salesforce for Outlook, change is on its way. Salesforce for Outlook is an integration tool developed by Salesforce to synchronize emails, contacts, tasks, and events between Salesforce and Microsoft Outlook. This tool allows users to view Salesforce data directly within Outlook and vice versa, facilitating easier
Set Conditional Visibility for Individual Tabs in Lightning App Builder
Big Idea or Enduring Question: How do you show or hide tabs in Lightning App Builder based on requirements? Objectives: After reading this blog, you’ll be able to: Understand tab visibility Set up tab visibility in Lightning App Builder And much more Business Use case Warren Mason is a System
Easiest Way to Make Screen Component Read Only
Big Idea or Enduring Question: How to make the screen component read-only? Objectives: After reading this blog, you’ll be able to: Make the Date screen component read-only and display today’s date. Make the Text screen component read-only and display the logged-in user’s email. And much more What is Read Only
Choose Running User for Platform Event-Triggered Flows
Big Idea or Enduring Question: How can you execute flows triggered by platform events for different users? Objectives: After reading this blog, you will understand: What Platform Events are How to configure the running user for platform event-triggered flows And much more What is Platform Events? Event-driven architectures have become
Salesforce Apps with Lightning Web Components
With Salesforce’s impressive compound annual revenue growth (CAGR) of 29.04% over the past decade and holding a significant 23.8% market share in the CRM market, it’s clear that Salesforce technologies, including LWC, play a role in driving business success. This growth and market dominance highlights the importance of custom Salesforce
Close Business Deals Fast with Salesforce Document Generation
Big Idea or Enduring Question Automating Document generation via Salesforce can help you close your biggest business deals at speed and scale while maintaining razor-sharp data accuracy. The problem? Salesforce does not have robust native document generation capabilities of its own. This means that in order to leverage the power
Send Email as a Quick Action Using Lightning Web Component
Big Idea or Enduring Question: How can you set up Send Email as a Quick Action in Salesforce Lightning Experience? Objectives: After reading this blog, you’ll be able to: Understand the needs for using Lightning Web Components to create a Quick Action for sending emails Learn about encodeDefaultFieldValues and invoke
Guide to Salesforce Electronic Signature Solutions
Big Idea or Enduring Question: Integrating your signing processes with Salesforce enables you to automate the process, enhance security, and track the progress of signers within your CRM. The problem is that Salesforce does not have native signing solutions. This means that if you want to integrate your signing with