If you want to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts etc. then using Conga Composer in Salesforce is the way to go. Conga is a 3rd party and one of the best selling apps on Salesforce marketplace AppExchange. Generating documents using Conga will be a breeze and this step-by-step guide will get you up and running in less than 45 minutes.More
Don’t Get Left Behind on all the Innovations and New Features
Salesforce Spring ’21 Release here. And here are all the different ways in which you can familiarize yourself with the new features and functionalities introduced in this release.
1. Sign Up for my “1 Day, 1 Tip, 1 Minute” Email series on Salesforce Spring ’21 Release Features
Introduced in Salesforce Spring ‘21 release, you can now send rich text emails from Flows in Salesforce. Earlier, you could send email only in plain text when sending an email using Flow’s core ‘Send Email’ action. And to send an email in rich text, you had to use a Classic Email Template of type Custom along with an Email Alert to send it through Process Builder.
After this enhancement Flow is slowly becoming a one-stop-shop for all your automation needs and it hints that Salesforce intends to focus on improving the Flow furthermore in upcoming releases.
Saw a few of my fellow bloggers coming up with their Top <n> posts of the year 2020 and so I thought about publishing one for my blog also.
So here are my top 10 blog posts of the year 2020 based on Google Analytics & PDF Downloads.
If you need to send SMS from Salesforce, you can either buy the ‘Digital Engagement’ add-on from Salesforce or go with a 3rd party solution like Twilio.
Unfortunately, Salesforce currently does not provide a trial version of the Digital Engagement. So in this blog post, we will take a look at how to use Twilio to send SMS from Salesforce. What is nice about Twilio is that it provides different ways to send SMS from a Salesforce Org. For example, you can