TRUST is one of the core values of Salesforce and the foundation block that it is built upon. Parker Harris, Salesforce co-founder says, “Nothing is more important to our company than the privacy of our customers’ data”. Trust requires security and Salesforce has developed various features over time to live up to that commitment. One such security feature is called Transaction Security Policy.More
In one of our previous blog posts, we learnt how to generate pixel-perfect documents from Salesforce using Conga Composer. Now let’s go a step further. Let’s say that the documents that you are generating from Salesforce is a Contract and you need to get it signed by the customer.
Traditionally it will be done by printing the document & mailing it to your customer (with those colorful ‘Sign Here’ labels) where the customer will sign it and mail it back. And then you will probably scan it and store it your system. Elapsed time = 5 days (I am being toooo optimistic here). More
Update Child Records When There is a Change in Parent Record
Record-Triggered Flow in Salesforce is one of the many types of Flows that you can use to automate your business processes. You can trigger the Flow when:
- A record is created
- A record is updated
- A record is created or updated
- A record is deleted
Use “Timeline” Lightning Component from AppExchange
At times, in Salesforce, you may want to see the child records for a parent record in a timeline or chronological order. For example, if we talk about a particular Account, you may want to see the opportunities, cases, orders, contacts in a chronological order to understand the chain of events. Things like after coming in touch with a new contact for customer, the no. of opportunities increased or when a case was created, the no. of orders reduced.
Create Records in Multiple Objects from a Single Form
Screen Flow in Salesforce is one of the many types of Flows that you can use to enhance your users’ experience. For example, you can create a user interface (UI) to collect information in one screen and save it multiple objects behind the scenes or you can present a wizard like UI to guide users through the business process.
And what makes screen flow attractive is that you can do all this without writing a single line of code. All using declarative point-and-click tools. Ah, now I have your attention.