Category: Step-by-Step Guides

Blog Posts

Step by Step Guide to “Custom Error” in Record-Triggered Flow

A step-by-step guide on using 'Custom Error' in Record-Triggered Flow. Learn how to perform complex validations without Apex triggers.
Blog Posts

Step By Step Guide To Setup Einstein Activity Capture with Google Service Account

Here is Step-by-Step Guide on How to Setup, Configure & Use Einstein Activity Capture in Salesforce with Google Service Account.
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How to Make HTTP Callout (GET) from Salesforce Flow to Display Contact’s Current Time

Step by Step Guide on How to Make HTTP Callout (GET) from Salesforce Flow to Display Contact’s Current Time based on their City & Country.
Blog Posts

How to Setup Multi Language in Salesforce

Here is a step by step guide on how to setup multi language in Salesforce. How to configure Salesforce to show labels translated in different ...
Blog Posts

How To Set Up Mass Quick Action in Salesforce

A Mass Quick Action, once created, lets users select up to a maximum of 100 records in a list view and perform create or update ...
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Step by Step Guide To Using JIRA for Managing Salesforce Projects

Here is a step-by-step guide on how to use JIRA - a project management tool for managing your Salesforce project more efficiently.
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How to Make HTTP Callout (POST) from Salesforce Flow to OpenAI API

Step by Step Guide on How to Make HTTP Callout using POST method from Salesforce Flow to OpenAI API & leverage the power of Generative ...
Blog Posts

How to Use Email Template in Flow & Log Email as Activity

Here is a step-by-step guide on how to use a classic/lightning email template directly in Salesforce Flows & how to log it as an activity ...
Blog Posts

How to Detect the Sentiment of Your Customers on Cases in Salesforce Using OpenAI

Here is a step-by-step guide on how to detect the sentiment of your customers on cases in Salesforce using OpenAI and route it appropriately.
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