Last Updated on May 12, 2023 by Rakesh Gupta airSlate’s native integration with Salesforce addresses the most challenging tasks for businesses looking to automate their document workflows within their Salesforce organization. It allows for building end-to-end, multi-step, and multi-branch workflows inside Salesforce to automate document generation, routing, approvals, notifications and
Month: December 2022
Salesforce Spring’23 Release Quick Summary
Last Updated on January 5, 2023 by Rakesh Gupta Currently, the Spring’23 release is available under the pre-release program. On the 06th of January 2023, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Spring’23 release. In this release, you will find lots of new
Make the Most of Salesforce DevOps Center
Last Updated on May 12, 2023 by Rakesh Gupta The moment many Salesforce professionals have been waiting for has finally come: Salesforce DevOps Center GA! But before you install DevOps Center in your org and start using it to deploy metadata, let’s discuss how to make the most of it.
Fighting Revenue Leaks by Revealing the Power of Data
Last Updated on May 12, 2023 by Rakesh Gupta Our latest article discussed why revenue leakage is a data-related problem and how admins play a crucial role in tackling it with their technical know-how and problem-solving experience. Without complete and up-to-date Salesforce data, you can’t see the big picture of
Create Lookup with Dynamic Forms for Flow
Last Updated on December 25, 2022 by Rakesh Gupta Big Idea or Enduring Question: How do you add a lookup field from the object with a lookup filter applied to Screen Flow? So far, we have discussed various use for using different lookup component fields: What? Use Lookup Field into
Create Filtered Lookup with Choice Lookup
Last Updated on December 25, 2022 by Rakesh Gupta Big Idea or Enduring Question: How do you use the new choice lookup (beta) component to display filtered records? This blog is a sequel to my previous blog – Select Multiple Records in the Lookup Component. In the previous blog, I discussed
Select Multiple Records in the Lookup Component
Last Updated on February 26, 2023 by Rakesh Gupta Big Idea or Enduring Question: When using the lookup Component, allow your users to select more than one record. This blog is a sequel to my previous blog – What? Use Lookup Field into a Flow Screen Element?!!. In the previous blog,
Archive A Slack Channel Using Flow
Last Updated on December 25, 2022 by Rakesh Gupta Big Idea or Enduring Question: How do you Archive a Slack Channel using Salesforce Flow? Slack Channels bring order and clarity to work — you can create them for every project, topic, or team. When there’s a channel for everything, you