Big Idea or Enduring Question: How Can You Brand the Salesforce Welcome Email for Internal Users to Enhance Engagement and Adoption? Objectives: After reading this blog, you’ll be able to: Create a branded welcome email for internal users. Create a classic email template. And much more! Business Use case Emma
Category: Hands-on Admin
Step-by-Step Guide to Generate a Sitemap in Salesforce Experience Cloud
Big Idea or Enduring Question: How do you generate a sitemap for your Salesforce Experience Cloud site? Objectives: After reading this blog, you’ll be able to: Understand what a sitemap is, including its standards and formats. Understand what a robots.txt is, including its standards and formats. Automatically generate a sitemap
Use Selective Sandbox Access to Limit Access to a Sandbox
Big Idea or Enduring Question: How do I automatically grant sandbox access to a group of people upon creation or refresh? Objectives: After reading this blog, you’ll be able to: Understand how to streamline sandbox access management. Automate the process of granting sandbox access to a group of users after
Change Ownership of Lightning Dashboards
Big Idea or Enduring Question: How can the ownership of Lightning Dashboards be transferred in Salesforce? Objectives: After reading this blog, you’ll be able to: Transfer the ownership of lightning dashboards and much more Business Use case Isabella Stewart, a Salesforce Administrator at Gurukul On Cloud (GoC), was approached by
Create Quotes Without a Related Opportunity
Big Idea or Enduring Question: How can you create a quote without associating it with an opportunity? Objectives: After reading this blog, you’ll be able to: Create a quote without a related opportunity and much more Business Use case Isabella Stewart, a Salesforce Administrator at Gurukul On Cloud (GoC), was
Ever Needed to Select Multiple Picklist Values in Flow? How About via a Single Condition?!
Salesforce Flow is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Till date, I have written 200+ flows just for my blog posts! Salesforce Flow helps businesses to save time, as well as money, by implementing solutions quickly. Implementation of Salesforce Flow is straightforward
Easiest Way to Convert ListView Filters for use in SOQL
Big Idea or Enduring Question: How to convert listview filters for use in SOQL? Objectives: After reading this blog, you’ll be able to: Convert list view filters to equivalent SOQL Export records from list view to excel spreadsheet Understand the list views and list view describe call in REST API