Einstein Activity Capture: A Closer Look for Salesforce Admins
As a Salesforce Administrator, it’s your job to reduce busywork for your sales team so they can focus on more important things. One common example of busywork is updating data between Salesforce, email, and calendar applications. Fortunately, there are now several solutions that can help your sales team reduce routine
Easiest Way to Move Data and Metadata Between Orgs
While working on Salesforce projects we often face many challenges that can slow us down. A few of them are listed below: No data in sandbox for end user to test the new feature How to keep every sandbox in sync Easiest way to take the backup of data or
Sign up for Product Specific Free Developer Edition Org
Big Idea or Enduring Question: How to sign up for the product-specific developer orgs? Objectives: After reading this blog, you’ll be able to: Sign up for Financial Service Cloud developer org Sign up for Salesforce CPQ developer org Sign up for Tableau CRM-enabled developer org Sign up for Field Service Lightning
Easiest Way to View Organization Daily Limits
Big Idea or Enduring Question: How to track your organization’s daily maximum and the remaining allocation limits? Objectives: After reading this blog, you’ll be able to: Understand maximum and remaining allocated limit Track all limits in one place via REST API Business Use case Jestilla Zetkin is working as a System
Monitor Platform Event Publishing and Delivery Usage
Big Idea or Enduring Question: How to monitor Platform Events consumption? Objectives: After reading this blog, you’ll be able to: Understand the platform events Different apps to monitor platform event usages Query platform event usages for a given time-frame Business Use case Jestilla Zetkin is working as a System administrator at
Auto Assign Package License to New Users
Big Idea or Enduring Question: How can you automatically assign a managed package license to new users? Objectives: After reading this blog post, the reader will be able to: Use Flow to automatically add a package license to new users Use get records element to avoid hard code of Id
Automatically Add Partner User to Public Group
Big Idea or Enduring Question: How do you automatically add partner users to a public group? This is a continuation of my last article Getting Started with Process Builder – Part 56 (Auto Create a Public Group for new Account). In my previous article, I had discussed a use case, whenever an
How to Use FormAssembly Workflow for Data Collection Process Automation
Workflow automation has become an increasingly popular topic for organizations looking to streamline processes, reduce employee burnout, and save time and resources. Automation is especially important for data collection processes using web forms, no matter the business or industry. Clean, automated data collection is what drives organizations to make smarter