CRM Analytics: Write Recipe Results to Multiple Datasets
Big Idea or Enduring Question: How to save recipe results to more than one dataset? Objectives: After reading this blog, you’ll be able to: Understand CRM Analytics recipe and dataset Create a recipe by joining tables Save recipe outcomes to two datasets Business Use Case Donna Serdula is a System
Just Say NO to Hard-Coded ID
Big Idea or Enduring Question: How can you avoid hard coding of ID in Salesforce Flow? Objectives: This blog post will help us to understand the following Understand how to use custom Labels to avoid hard code of ID in the Flow Understand how to use Custom Settings to avoid
Recipes for Automating Chatter Group Management
Big Idea or Enduring Question: How to use record-triggered flow to automate common chatter group management works to improve productivity? Objectives: Chatter Group is one of the great ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to
Limit the Number of Concurrent Sessions in Salesforce
Big Idea or Enduring Question: How to limit the number of concurrent sessions for a user? Objectives: After reading this blog, you’ll be able to: Understand concurrent sessions and how to identify them using Flow Limit the Number of Concurrent Sessions with Login Flows Use LoginFlow_ForceLogout variable Work with Get
Display Records Data in a Table Using DataTable
Big Idea or Enduring Question: How to display records in a table using the datatable and process selected records? Objectives: After reading this blog, you’ll be able to: Understand how to use data table Works with Get Records element to fetch records Add columns to datatable Update multiple records using
How to Pass Salesforce Pardot Consultant Certification Exam
It has been six years since I passed the Salesforce Certified Pardot Consultant exam. In the past few months, many people reached out to me asking for guidance and a path to becoming a certified Pardot (Marketing Cloud Account Engagement) Consultant. That gives me an idea for writing a blog post
How to Pass Salesforce Advanced Administrator Certification Exam
It has been nine years since I passed the Salesforce Advanced Administrator exam. In the past few weeks, many people reached out to me asking for guidance and a path to becoming a certified Advanced Administrator. That gives me an idea for writing a blog post on this topic. For
5 Ways to Turbocharge Your Customer Interactions with an Appointment Scheduling Application
In today’s world, customer engagement stands at the forefront of business innovation. The world’s top companies are leveraging scheduling automation and the power of data and analytics to maximize client interactions; having a strong data engine that empowers connections between business teams, prospects, and customers is an absolute must for