Checklists

Solution Options for Inbound Integration to Salesforce

What are the different solution options for Inbound Integration to Salesforce? That is sending data from external systems into Salesforce? Here is the list of options to choose from.

  1. Salesforce APIs
  2. Custom Apex Class
  3. Platform Events
  4. File Based Integration
  5. Other Salesforce/3rd Party Products

References & Useful URLs

3 Ways to Send Email from Salesforce Flow

#1MinuteTip There are three ways or options to send emails from Flow. Create Classic or Lightning Email template and create an Email Alert (this is what we have traditionally done for sending emails from Workflow Rules or Process Builder) and then you can use those email alerts in Flow to send email. The benefit of this approach is that you can leverage your existing templates and email alerts.

Or you can directly use the ‘Send Email’ option in Action Element of Flow. Optionally use resource type of ‘Text Template’ to define the email body and merge field syntax to dynamically populate field values at run time.

References & Useful URLs

Which Salesforce Automation Tool to Use?

#1MinuteTip Salesforce offers a number of business automation tools. Like approval process, workflow rules, process builder & flows. Which automation tool should you be using and when? Here is a help article that can help you make the right decision

Salesforce which automation tool to use?