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  • Salesforce Spring ’19 Release Features The Salesforce Spring ’19 Release is here, and you’ll now be able to explore the exciting new features and upgrades of the newest release. Here is a quick overview of Salesforce Spring ‘19 release date, our most loved features in the Salesforce Spring ’19 Release, like the advanced Lightning Experience […]

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  • Mass Action Scheduler

    Mass Action Scheduler :-

    Mass Action Scheduler used to schedule Process Builder, Flows, Quick Actions, Email Alerts, Workflow Rules, or Apex to process records from Reports, List Views, SOQL, or Apex.

    No more waiting for records to be updated or creating clever workarounds to cause records to be updated to cause these actions to fire.

     

    Features:

    1. Declarative – no code necessary, never write Batch Apex again for queries that can be expressed in a report or list view and actions that can be expressed with a declarative alternative.
    2. On Platform – everything happens in Salesforce so no exporting or uploading data necessary.
    3. Timely – run actions manually or schedule hourly, daily, weekly, or any time in between.
    4. Versatile – explore the many data sources and actions that can be scheduled with Mass Action Scheduler.

    Almost any process automation you configure can be scheduled.

    Actions

    Supported Types

    Process Builder Processes that start when invoked by another process
    Flows Auto-launched flows (no screens).Any that can be called from Process Builder
    Quick Actions Create a Record, Update a Record, and Log a Call types
    Email Alerts All
    Workflow Rules All
    Apex Classes annotated with @InvocableMethod
     

    What can you do with a Mass Action Scheduler?

    • Run a process monthly, maybe to create a record or callout to an external system
    • Run data correction actions daily
    • Automatically add leads and contacts to campaigns based on report or list view criteria
    • Send emails on a periodic basis
    • Create “infinite” flows that continuously loop on a schedule
    • Perform field updates without exporting or importing data
     

    Steps:

    1. Create a new record under Mass Action Configurations.
    2. Add detailed information.
    3. Choose Source data to process.
    4. Choose an action to automate
    5. Map fields as inputs to selected action
    6. Choose how often to automate action
     

    Receive near real-time updates on batch job successes and failures like below.

    how to use Mass Action Scheduler with examples : https://github.com/douglascayers-org/sfdx-mass-action-scheduler/wiki/Examples

  • Companies are getting increasingly reliant on applications such as Salesforce.com and Google Drive. The ability to share information between these applications enables streamlining business processes. We can integrate Google API’s with salesforce by using below steps. Follow the below steps for the integration of Salesforce and Google drive :- Create App in Google Console Open […]

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  • What is Totango and Features Totango is the only independent customer success platform to manage customer relationships with complex account hierarchies and multiple products. Totango helps your organization deliver better business results in weeks. Not months. Spark – Totango Spark is the enterprise customer success solution designed to help your team achieve their goals. Actively […]

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  • How to choose which email integration is best for the company? Salesforce offers several products that integrate Salesforce with Microsoft or Google email or calendar applications It all depends upon your company requirements. There are several email integration available in the market but what suits the best depends on your business requirements. 1. If to Work […]

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  • What is Salesforce Lightning Scheduler? Lightning Scheduler helps you in scheduling appointments with the right person at the right time and location in an organization.Lightning Scheduler is best suited for quickly setting up appointments.With the help of lightning scheduler you can manage and utilize your resources efficiently.Lightning scheduler is created on standard objects like Lead,Opportunities […]

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  • What is Clone with Related Records Feature? The ClonewithRelated action adds every relatedrecord from the original object to the cloned object. An example would be a user that wants to create a new Opportunity using an existing one as the source. What is the difference between Clone and Clone With Related Records Feature?: Clone Feature enables us to clone or make […]

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  • This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Let sales reps share their workload by setting up queues for tasks. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view. When reps assign tasks to a […]

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