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

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. 

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