Fighting Revenue Leaks by Revealing the Power of Data
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 your pipeline, so you miss out on opportunities and
Create Lookup with Dynamic Forms for Flow
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 a Flow Screen Element?!!. Select Multiple Records in the
Create Filtered Lookup with Choice Lookup
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 how to configure the Lookup flow screen component so
Select Multiple Records in the Lookup Component
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, I discussed how to configure the lookup component for
Archive A Slack Channel Using Flow
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 can focus on the conversations and work that matters
Let go of Change Sets and Try This Instead
Salesforce change sets are widely used today to move changes from sandbox to production. And why wouldn’t they still be used? In many cases, they provide an easy way to deploy metadata without knowing Git, XML, etc. But once your project or team gets to a certain size, you’ll start
The Salesforce Admin’s Role in Preventing Revenue Leaks
Are you sure that no revenue is leaking from your business? Most likely not, and you have reason to think so. Revenue leakage is a common business problem: 42% of companies leak revenue, according to MGI, and EY says companies lose 1% to 5% of realized EBITA to leakage each
Add Popup Overlay Modal in Lightning Web Component
Big Idea or Enduring Question: How do you use the lightning web component to display the modal window? Objectives: After reading this blog, you’ll be able to: Understand the difference between alert and modal Display a modal with an overlay on the button click Display another lightning web component inside