Launch a Flow from CRM Analytics Dashboard Text Widget

Big Idea or Enduring Question: How to Launch a Salesforce Flow from a CRM Analytics Dashboard? Objectives: After reading this blog, you’ll be able to: Launch screen flows from CRM Analytics dashboards Pass values to flow variables from CRM Analytics dashboards And much more Business Use case Janel Parrish is working

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Create a Lightning Web Component for CRM Analytics Dashboards

Big Idea or Enduring Question: How Do You Create a Lightning Web Component for Use with CRM Analytics Dashboards? Objectives: After reading this blog, you’ll be able to: Create and embed a custom Lightning Web Component in CRM Analytics Dashboards. Display data in a Lightning Datatable, including handling blank fields.

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Sending an Outbound Message from a Flow in Salesforce

Big Idea or Enduring Question: How to send an Outbound Message from Salesforce using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand what an outbound message is Understand the need for an outbound message when Salesforce Flow supports HTTPS callouts Configure an outbound message for a

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A Step-by-Step Guide to Creating and Downloading Multiple Files as a Zip Folder

Big Idea or Enduring Question: How to Create and Download Multiple Files as a ZIP Folder in Salesforce? Objectives: After reading this blog, you’ll be able to: Load and utilize a JavaScript library like JSZip to create ZIP files on the client side. Create and configure a Lightning Web Component

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A Step-by-Step Guide to Merging and Displaying PDFs in Salesforce

Big Idea or Enduring Question: How to Merge PDFs and Display Them on the UI in Salesforce?  Objectives: After reading this blog, you’ll be able to: Understand the needs of using a JavaScript library to merge PDFs. Load and utilize a JavaScript library like PDF-LIB to merge PDF files on

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Information Gathering in Flows and Beyond: Enabling Power Users to Conduct Inspections

As an ISV on the Salesforce AppExchange, SharinPix has completed hundreds of inspection implementations where end users need to be enabled to collect information in the field. In this blog post, we’ll discuss options for your ideal inspection implementation and how a partner can help ensure that it meets your

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Salesforce Summer’24 Release Quick Summary

Currently, the Summer’24 release is available under the pre-release program. On the 10th of May 2024, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Summer’24 release. In this release, there are numerous fresh features and improvements encompassing various areas. These include

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Salesforce for Outlook Retirement: What You Need to Know and How to Evaluate Alternatives

If your company uses Salesforce for Outlook, change is on its way. Salesforce for Outlook is an integration tool developed by Salesforce to synchronize emails, contacts, tasks, and events between Salesforce and Microsoft Outlook. This tool allows users to view Salesforce data directly within Outlook and vice versa, facilitating easier

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