WORKFLOW RULES AND PROCESS BUILDER RETIRE IN SALESFORCE Salesforce will stop supporting Workflow Rules and Process Builder automation at the end of 2022. Although your existing workflow rules and process builders will keep working, you won’t be able to build new automation with them. Instead, you’ll need to use Flow to build new automation. Salesforce […]
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December 27, 2022
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December 26, 2022
MASTERING SALESFORCE FLOWS: A COMPREHENSIVE GUIDE FOR ADMINS Lightning flows help you automate complex business processes and manual data entry. Flows let you work smarter, not harder, by saving your users time and making sure the required tasks are accomplished correctly. As a Salesforce admin, flows are one of the most powerful tools in your […]
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December 23, 2022
Enhance Salesforce Flows: One Per Object for Clarity Salesforce we should create one record-triggered flow per object per type/event or context. This idea comes from the Apex trigger framework. As we can create multiple record trigger flows, but it will be difficult to manage those multiple flows. Better we can create two trigger flows for each […]
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December 23, 2022
Order & View Record Flows: Flow Trigger Explorer Flow Trigger Explorer, you can select an object to see all of the associated flows that run when a record is created, updated, or deleted, and change the order in which those flows run. This interface allows for easy navigation and ordering of all the flows that […]
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December 20, 2022
Embracing Flow: Salesforce’s Evolution Beyond Process Builder Flow is the only tool that Salesforce professionals need to build powerful automation, Salesforce’s main focus for the next few years is to retire Process Builder and Workflow Rule automation Flow has a long declarative (clicks-not-code) automation tool that Salesforce has launched, the versatility and power that Flow […]
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November 18, 2022
Salesforce Dynamic Forms: Setup, Tips & Limitations In this post, we’ll cover what Salesforce Dynamic Forms are, and how to get started, as well as what is and is not supported. What are Salesforce Dynamic Forms? The premise of Dynamic Forms is to create user-centric, intuitive page layouts that display the right information at the […]
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November 8, 2022
Unlock Sales Potential: Quip for Real-Time Collaboration What is Quip used for? Quip helps sales teams accelerate business in real time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is a unified online workspace where everyone that you invite can create and edit documents together. The service also has tools […]
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October 28, 2022
Discover Salesforce Spring ’23: Explore New Features & Upgrades! The Salesforce Spring ’23 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 ‘23, our most loved features in the Salesforce Spring ’23 Release, like the advanced […]
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September 15, 2022
Mastering Salesforce Security: Unlocking Restriction Rules Restriction rules let you enhance your security by allowing certain users to access only specified records. They prevent users from accessing records that can contain sensitive data or information that isn’t essential to their work. Restriction rules filter the records that a user has access to so that they […]
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August 25, 2022
Maximizing B2B SaaS Sales: CRM Strategies for Funnel Growth If you are a B2B SaaS company setting up a sales & marketing process, how potential buyers flow through your CRM system is important stuff. If you want to scale your business and become a predictable sales and marketing machine, here are the reasons why you want to put […]