Step by Step How To Guides on Salesforce

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Platform Productivity

How To Set Up Mass Quick Action in Salesforce

July 4, 2023

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 ...

Miscellaneous

Step by Step Guide To Using JIRA for Managing Salesforce Projects

June 28, 2023

Here is a step-by-step guide on how to use JIRA - a project management tool for managing your Salesforce project more efficiently.

AI / Einstein Flows Integration

How to Make HTTP Callout (POST) from Salesforce Flow to OpenAI API

June 21, 2023

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

Email Flows

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

June 7, 2023

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 ...

Salesforce Flows Summer 23 Release Features

Flows SalesforceSummer23

Salesforce Flows – 29 Features Introduced in Summer ’23 Release

May 17, 2023

In Salesforce Summer '23 Release, there were 29 features related to Salesforce Flows. Here is a quick overview of these with screenshots

Security

26 Different Monitoring & Auditing Tools in Salesforce

April 6, 2023

Here is a list of 26 different monitoring & auditing tools in Salesforce to help you keep your Salesforce org healthy, secure, operational & efficient.

AI / Einstein Integration Service Cloud

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

March 29, 2023

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.

TrailblazerDX

#TDX23 – Key Announcements from MuleSoft Keynote

March 17, 2023

#TDX23 Here is the summary of key announcements from MuleSoft Keynote at TrailblazerDX 2023 held on March 7-8, 2023.

TrailblazerDX

#TDX23 – Key Announcements from Slack Keynote

March 16, 2023

#TDX23 Here is the summary of key announcements from Slack Keynote at TrailblazerDX 2023 held on March 7-8, 2023.

Platform TrailblazerDX

#TDX23 – Key Announcements from Platform Keynote

March 15, 2023

#TDX23 Here is the summary of key announcements from Platform Keynote at TrailblazerDX 2023 held on March 7-8, 2023.

Data Cloud TrailblazerDX

#TDX23 – Key Announcements from Data Cloud Keynote

March 14, 2023

#TDX23 Here is the summary of key announcements from Data Cloud Keynote at TrailblazerDX 2023 held on March 7-8, 2023.

Apex TrailblazerDX

#TDX23 – Key Announcements from Apex: What’s New and What’s Coming

March 13, 2023

#TDX23 Here is the summary of key announcements from Apex: What’s New and What’s Coming at TrailblazerDX 2023.