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Step By Step Guide To Creating Screen Flow in Salesforce

February 2, 2021

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.

Step By Step Guide to Integrating Slack with Salesforce

January 26, 2021

Salesforce acquired Slack in December 2020 in what is touted to be the biggest acquisition in the software industry till date with the valuation of US$ 27.7 Billion.

Slack is a collaboration and instant messaging tool (i.e. an enterprise communication platform). It will fall in the category of products like Microsoft Teams, Google Hangouts Chat, Cisco Jabber, Workplace by Facebook and others. If you haven’t had a chance to look at Slack yet, here is an introductory video (2:33 minutes).

Step By Step Guide On Getting Started with Conga Composer in Salesforce

January 19, 2021

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

11 Ways to Get Yourself Up To Speed on Salesforce Spring ’21 Release Features

January 12, 2021

Don’t Get Left Behind on all the Innovations and New Features

Salesforce Spring 21 Release 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

How to Send Rich Text Emails From Flows in Salesforce

January 5, 2021

send rich text email from flows in Salesforce

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.

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