Last Updated on January 4, 2021 by Rakesh Gupta Automation is a game-changer for every industry and type of organization. Arguably the most impactful business automation has been in accounting processes. From lead to ledger the financial aspect of the customer’s journey is faster, easier, more accurate. On Salesforce, automated
Month: January 2021
Dynamic Approval Routing in Salesforce
Last Updated on March 20, 2022 by Rakesh Gupta Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying
Salesforce Flow Game Changer For Salesforce Admins and Developers
Last Updated on June 25, 2024 by Rakesh Gupta Big Idea or Enduring Question: Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you
Don’t Let Pending Approval Requests Linger – Reassign!
Last Updated on February 10, 2022 by Rakesh Gupta Big Idea or Enduring Question: Is your Org cluttered with pending approval requests? Why not reassign the requests to a User (Chief Financial officer) or Queue? Ah, a clean org does feel good, doesn’t it?! Awesome! An approval process is an automated process an