Big Idea or Enduring Question: How can you automatically delete open tasks related to opportunity and quote(s) when an opportunity is marked as closed lost? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod and InvocableVariable Annotation Get sObject Type in Apex code Pass the
Category: Apex
Remove Rich Text Formatting Using Flow
Big Idea or Enduring Question: How do you automatically remove HTML markup from the rich text area field and return plain text? Objectives: After reading this blog, you’ll be able to: Understand how to use stripHtmlTags sting method Understand how to check Text Area (Rich) ISNULL or ISBLANK Call an
Skip Scheduled Flow on Weekends and Holidays
Big Idea or Enduring Question: We don’t want to work on Weekends or Holidays – we all get that! If so then, do you think our clients or prospects do? If you are in doubt then try sending an Email to your prospects to buy a home on a Christmas!
Now, Generating a Quote PDF is a breeze Using Salesforce Flow! Learn how!
Generate quote PDF automatically using Salesforce Salesforce.
Auto Convert Marketing Qualified Leads
Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads? When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can
Max your potential with Apex! – Excercise 3
This is the fifth week of posting a ‘use case a day’ so that a newbie can practice. These five weeks also gave me some time to relax – for, because I was posting a ‘use case a day’, I did not write any blogs. Now, it is time to
Max your potential with Apex! – Excercise 2
As of this point, we have completed several trails on Trailhead and are counting! As a result, we have amassed theoretical knowledge and have some practical experience. But, since our drive to learn Salesforce is insatiable, we want more! Learning by doing is the key. So, let us look at
Max your potential with Apex! – Excercise 1
As of this point, we have completed several trails on Trailhead and are counting! As a result, we have amassed theoretical knowledge and have some practical experience. But, since our drive to learn Salesforce is insatiable, we want more! Learning by doing is the key. So, let us look at