In our Salesforce org, we were using the built-in reports and dashboard feature for data visualization. The inbound data visualization tools had limited features, and we were not able to achieve the expected output, so we required a better data visualization tool. Instead of using any other data visualization tool, we decided to use Tableau, … Read more >>>
While working on Salesforce Flow, we often need to access the ID of the currently opened record. This record ID helps us to run the flow on that specific record. When we pass the record ID, the flow can determine which record we are working with, allowing us to perform operations such as displaying the … Read more >>>
I was developing a Salesforce Flow to automate the process of sending an email to all contacts associated with the account. For that, I retrieved the record using the ‘Get Record’ element and then added a ‘Send Email’ action to send the email to the retrieved records. But what if the get record element doesn’t … Read more >>>
Recently, I was working on a Salesforce flow to automate the process of sending an email based on a specific condition, such as the Account is Active and the Account Priority is either High or Medium. When I was trying to add a condition in Flow, it did not allow me to use both ‘AND’ … Read more >>>
Recently, we set up Omni-Channel for one of our E-commerce clients. They were using Omni-Channel primarily for queries raised after post-sales. To address small queries, such as “my order is delayed,” customers have to send an email that creates a case later. In this setup, responses were delayed. The client wants to add a chat … Read more >>>
We use a scheduled trigger flow when we want to perform an action for multiple records at a fixed time, such as sending daily reminder emails for all unpaid invoices. But what if we want to wait 3 days after one specific invoice is created before taking any action? In that case, we need to … Read more >>>
When we create a flow in Salesforce, we often encounter situations where a flow attempts to automate a process but fails due to reasons such as missing or incorrect field data. In this situation, without error handling, the flow stops, and we are unable to determine the cause of the error. Here, we can utilize … Read more >>>
We had recently set up Omni-Channel with skill-based routing for one of our clients. The client then addressed one issue regarding the case assignment. In the case routing configuration, the cases were aligned in the queue in the sequence in which they were created. In this, the high-priority cases were queued behind the low or … Read more >>>
We had set up Salesforce Omni-Channel for one of our clients to route support cases using queue-based routing. Initially, we used flows to assign skills based on fixed values, such as product or language. Later, the client requested a more dynamic routing setup, where the case should be assigned to agents based on multiple conditions … Read more >>>
As a Salesforce administrator, I created a flow that allows employees to request leave through a screen flow in Salesforce. I add the flow to a button on the Employee record page. However, whenever the user clicked the button to apply the leave, they received an error. Additionally, when some users navigated to the flow … Read more >>>
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