Gain Control on Your Salesforce Org – The Smart Way to Lead Changes in Salesforce
The Complexity Dilemma Salesforce teams are faced with daily requests from management and business teams, that often come with aggressive delivery times. This reality inevitably leads to a classic dilemma – Should they create longer processes and utilize more resources to ensure the Salesforce Org stays healthy and stable? Or
Getting Started with Salesforce Flow – Part 65 (Auto Follow Records Based on Criteria)
Big Idea or Enduring Question: How your users can automatically follow records when the records meet specific criteria? Within Salesforce, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. If you want to automate the Follow/Unfollow process based on some criteria, then
Getting Started with Salesforce Flow – Part 63 (Allow Users to Mass Transfer Records They Own)
Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their opportunities to another user? In today’s world, Sales reps switch their job frequently. Transferring their existing or closed deals or leads to another user is time-consuming work. Salesforce provides various ways to change the Ownership of
Getting Started with Salesforce Flow – Part 64 (Upskill on Flow – Learn How to Use DOESN’T CONTAINS Operator – and Show-Off!)
Big Idea or Enduring Question: What if your use case requires you to use DOESN’T CONTAINS operator in Flow? With a sigh, you may want to remind me that, in Salesforce Flow, one cannot use the DOESN’T CONTAINS operator to filter the records! My response? – So, what! We are savvy
Getting Started with Salesforce Flow – Part 61 (Clone a Public Group or Queue with Members)
Clone a Public Group or Queue with Members in Salesforce using Salesforce Flow
How-To: Create a Prefilled Form for Nonprofit Donation Drives with FormAssembly
Prefilled donation forms can improve your donation drive results and remove steps for your donors. In this post, learn the steps to creating a prefilled form.
Top 5 Lightning Component Gems of Salesforce Summer’21 Release!
The Lightning Component modern framework is a User Interface framework to develop dynamic web apps for mobile and desktop devices. As is the case with each release, the latest Summer’21 release is packed with rich features including, the newly added Lightning Component features! Currently, the Summer’21 release is available under the pre-release program. On the and 07th & 08th of May,