Auto Create and Activate a Contract
Big Idea or Enduring Question: How do you create and activate a contract using Salesforce Flow? Objectives: After reading this blog post, the reader will be able to: Use After-save Record-Triggered Flow to create a draft contract Use a Decision element to check field values Use the Update Records element to
Auto Revenue Splitting in Opportunities
How do you automatically split revenue using Lightning Flow or Process Builder?
Mass Delete Paused and Failed Flow Interviews
Big Idea or Enduring Question: In this article Scheduled actions, I had discussed how to add a Time-based action into a Process. I also discussed a way to check the Paused and Failed Interviews in the Flow and Process Builder, by navigating to Setup | Paused Flow Interviews as shown in the following
Enhance Productivity with Push Notification to Desktop or Mobile!
You may be thinking, what am I so excited about the Salesforce recent release? Well, let me count the reasons! However, one of the reasons, that stands out the most is, enhancements related to Salesforce Flow – Oh, yes! you got that right. Let me start with a few examples:
Bye Bye Manual Work – Auto create Quip folder, Document and, Attach it to a Record!
Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce. But, it also empowers the teams to be consistent, foster collaboration, and remain focused. Quip is not only a collaboration tool but, it also has the capability to create slides, excel, sheets and connect with live
How to Pass Salesforce Marketing Cloud Administrator Exam
After dreading, and delaying a couple of times, last week, finally, I mustered the courage to appear for the Marketing Cloud Administrator certification exam. And, oh yes, I managed to pass it on my first attempt. So, follow along on the ‘Yellow Brick Road’! I’ve approximately 1.6 years of experience
Learn How to Designate a Recipient to Receive Error Emails
Salesforce Flow is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Salesforce Flow helps businesses to save time, as well as money, by implementing solutions quickly. In theory, implementation of Salesforce Flow is straightforward – you create a Flow; test it; and then, use Change Set to deploy it
Send a Welcome Email with Attachments to New Users Using Salesforce Flow
Big Idea or Enduring Question: How do you automatically send an Onboarding email to new users with Salesforce Flow? Objectives: This blog post will help us to understand the following How to use Salesforce Flow to send out an email alert with attachments to new users How to use the