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Step By Step Guide To Salesforce Files

Salesforce Files

With Salesforce Files, your users can upload files in Salesforce, preview, share and collaborate on files, attach files to records, store files privately, manage version updates, and follow files that are important to you. You can also make files available publicly via a link.

The file engagement related list shows how many times the file has been viewed and downloaded. You can create libraries, attach files, and expose it to your Partner and Customer Community users also.

Step By Step Guide to Creating Schedule-Triggered Flow in Salesforce

Schedule Triggered Flow in Salesforce

Introduced in Salesforce Winter ’20 release, Schedule-Triggered Flow in Salesforce is one of the many types of Flows that you can use to automate your business processes. You can set this Flow to run at a specific time at:

  • Once
  • Daily or
  • Weekly

With schedule-triggered Flows, you can potentially avoid using Apex Schedule Jobs using Batch Apex. Now you have the option of meeting repetitive business requirements without using the development capabilities of the platform. For example, sending birthday greetings every morning to customers who have their birthdays on that day, or closing Cases every night that are in a specific status after a certain number of days has passed.

Development & Release Management Flow for Salesforce

Development & Release Management Flow for Salesforce

Implementing Salesforce or already using Salesforce? Do you have a well-defined development & release management process to ensure that you are doing it the right way, using all the proper tools & technologies, automating processes where it can and should be automated?

Do you have a proper process to ensure that you are building an optimal solution on Salesforce, leveraging on the platform’s features and capabilities, not incurring technical debt and not cutting corners on best practices?

Enable / Disable Users to Login to Salesforce Using Login Flow

A Step by Step Guide on using Login Flow

Salesforce Login Flow

Occasionally you may want to disallow users to login to Salesforce. For example, if you are deploying new features or functionalities, or performing system maintenance or data migration or because of any other reason. You may want to disallow all the users or only a group of users or just some specific users. What will be the best way to do this? There are a few options to achieve this. For example, you can

Step-by-Step Guide on Getting Started with Salesforce Surveys

How to Build, Send & Analyze Surveys in Salesforce in less than 30 Minutes

Salesforce Survey

“Feedback is the breakfast of champions.” – Ken Blanchard

And what will be a better way to collect feedback than sending Surveys. Salesforce Surveys was introduced in Spring 18 release. Using the Survey Builder point and click tool, you can create beautiful forms declaratively in no time. Then send them to your colleagues and customers to get their feedback. Upon its inception, it was included only in the orgs that had Health Cloud or Financial Services Cloud. If any customers didn’t have either of that, they could still create their first survey for free but had to purchase licenses for creating more surveys. But not anymore …

How to Secure Your Salesforce Org with Transaction Security Policy

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.

Transaction Security Policy in Salesforce
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