Implement Gamification to Your Salesforce

Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales?  What are the ways to automate gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Learn how to use a Decision element

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Auto Add Opportunity Team Member to Opportunity Follower

Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: After reading this blog, you’ll be able to:  Work with get records element to find the record Use decision element to check record values Use create records element to automatically

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Customize Product Multi-Line Layout in Salesforce

Big Idea or Enduring Question: How to customize columns in Add Products dialog box?  We often come across the requirement to add or remove fields from Add Product or multi-line layouts for opportunity products in lightning experience. For example, Add Products Left in Stock field on Add Product page. Add Corporate Discount

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How to Setup Sender Policy Framework (SPF) for Salesforce

Big Idea or Enduring Question: How to set up Sender Policy Framework (SPF) feature to allow receiving message transfer agents (MTAs) to validate that the sending MTAs are authorized to send email from the Salesforce domain? Objectives: After reading this blog, you’ll be able to: Understand different email authentication protocols

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