Automatically Refresh Your Salesforce Dashboard Every Hour or Minute
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
How to Pass Salesforce Marketing Associate Certification Exam
As a newly minted Salesforce Certified Marketing Associate, I am sharing my study experiences with you and want you to be the next one to ace it! So, get ready and dive in! 👉 As you are here, you may want to check out the How to Pass Salesforce Certified
Easiest Way to Find if a Record Is in the Approval Process Using Salesforce Flow
Big Idea or Enduring Question: How Do You Find Out If a Record Is in the Approval Process When Using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Work with the ProcessInstance object. Find out if a record has pending approval without using any code. Create a
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
Salesforce Spring’24 Release Quick Summary
Currently, the Spring’24 release is available under the pre-release program. On the 05th of January 2024, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Spring’24 release. In this release, there are numerous fresh features and improvements encompassing various areas. These include
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
Beyond Text: Exploring Image Use Cases in Salesforce Flows
Do you know the full extent of the image features you can implement into a Salesforce flow? We’ve completed more than 600 implementations on top of Salesforce, for photo use cases which, more often than not, are using flows. We are very happy to share some of those capabilities with
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