Process builder and Workflow rules will be retired! Say hello to FLOW
Countdown has begun! I am sure you must have heard Process builder and Workflow rules will be retired, So say hello to FLOW. Salesforce has already updated some help documents and Trailhead content, which automation tool should I use? Check out “Choose the Right...
Salesforce Lightning Flow Introduction
Lighting flow is one of the most powerful and greatest automation tool available in Salesforce CRM. It helps you to solve complex business problem’s quickly and easily without the trouble of learning how to code or relying on a developer. The Flows help reduce the...
Getting started with Surveys
In today’s market, customer satisfaction is first priority for every business. Do you know, how you can provide better customer service and collect the feedback, experiences, preferences, wants and needs of your customers. Survey in Salesforce is great tool to collect...
Top 5 Gems of Salesforce Lightning Experience Spring’21 Release!
We all know very well Salesforce spring 21 release is around the corner. I have highlighted the most exciting, interesting, and useful Lightning Experience features. Here are my coolest Lightning features from Spring’21 release. 1. Manually share records in...
Is your Salesforce organization ready for festive?
It’s time of year - sparkling lights, shopping, candles, tree lighting, house decoration, take picture with Santa, listen to Christmas songs, watch Christmas movies, Gift giving and gift exchanges, family meals, Christmas parties, shutdown computer, close the office.....
Process Builder – New User Onboarding Welcome Email
Salesforce Process Builder helps you to automate various complex business processes. It can do a number of things, such as; Create a record, updates a record, Post to Chatter, Send an Email, Quick Actions, Send Push out Notification, Send Survey invitation, Submit for...
Learning Lightning Process Builder
Salesforce process builder is great tool to automate the business processes. It is new work flow tool. Say Goodbye to Workflow and Hello to Process Builder. Click not code. It can do a number of things, such as; Create a record, updates a record, Post to Chatter, Send...
Process Builder – Completed Task Notification Via Email Alert
Salesforce Process Builder helps you to automate various complex business processes. It can do a number of things, such as; Create a record, updates a record, Post to Chatter, Send an Email, Quick Actions, Send Push out Notification, Send Survey invitation, Submit for...
Process Builder – Key Customer Case Notification
Process builder is great automation tool of Salesforce. There are lots of accounts, contacts, opportunities, etc. created day by day. Sometimes some accounts are very important for day to day business. Accounts related cases and opportunities are very important things...
Learn Salesforce Process Builder Fast: Create Your First Process
Salesforce Process Builder is a fantastic way to automate various complex business processes. It has a simple interface that allows you to point and click to select objects and fields, then set up immediate and time-based (delayed) actions. As a Lightning Champion, I...
Guide to the Salesforce and MailChimp Integration
MailChimp is the world’s largest marketing automation platform. More than 15 million people use MailChimp to design, send, and track email marketing campaigns. It helps millions of small businesses send various email campaigns and generate new leads every day....
Lightning Reports & Dashboards Features – Winter ’21 Release
Salesforce always brings new features of each release. There are two Lighting Reports and Dashboards different features are available in Winter’21 Release. You can build a report faster and more productive with Auto Add Fields to Custom Report Types (Beta) and...
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