Big Idea or Enduring Question: How can you leverage Salesforce Reports and Dashboards REST API to automatically refresh a dashboard every hour or every minute in Salesforce using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Create a Connected App and Auth Provider. Create Named Credentials for
Category: Architects
Salesforce Object Key Prefix List
Big Idea or Enduring Question: How to find the Object Key Prefix for a specific object as well as for every standard object available in an org? Objectives: After reading this blog, you’ll be able to: Understand what the Salesforce Object Key Prefix is. Have a script to find the
Maximizing Salesforce Teams’ Productivity through AI
As Artificial Intelligence (AI) continues to evolve and integrate into various business domains, its transformative impact on the Salesforce ecosystem is particularly significant. This shift is about more than just adopting new technologies; it’s about a fundamental change in how Salesforce teams operate, leading to unparalleled boosts in productivity and
Automatically Remove Unqualified Leads from Sales Engagement Cadence
Big Idea or Enduring Question: How do you automatically remove leads from a Sales Engagement Cadence when reps change their status to Unqualified? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadenceTracker object to find out about a Cadence. Remove a target from a Sales Engagement
The Shield of Security: Preventing Data Downloads with Data Classification
Big Idea or Enduring Question: How can you prevent the downloading of critical data through reports? Objectives: After reading this blog, you’ll be able to: Understand Data Classification Set up Data Classification for Fields Understand Transaction Security Create a Transaction Security Policy Implement Enhanced Apex Transaction Security And much more
Never Miss a Beat: Notifications for Prospect Removal in Sales Engagement Cadence
Big Idea or Enduring Question: How do you notify the lead owner when someone removes a lead from the Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Understand the Change Data Capture Understand ActionCadenceTracker object Subscribe to Change Events Using an Apex Trigger Call an Autolaunched
How to Get Started with the Salesforce Data Cloud: 101 Guide & Use Cases
Data isn’t just a nice extra; it’s essential. Especially now, when businesses are largely operating in digital spaces, the need for good data use is clear. The role of data analytics has become crucial in pushing a business to succeed. It’s important for company leaders to have a strong data
Automate Currency Exchange Rate Updates in Salesforce using Currency Exchange API
Big Idea or Enduring Question: How can you leverage Currency Exchange API to automatically update exchange rates on a daily basis in Salesforce using Salesforce Flow Objectives: After reading this blog, you’ll be able to: Create Named Credentials for outbound requests. Make an external callout from Scheduled-Triggered Flow. Address the