In our Salesforce org, we have multiple contacts under accounts, and when we create a report on the accounts and contacts, we get repeated accounts for the related contacts. The sales team wants to count the unique values of account names so that they do not have to maintain data for repeated accounts and only … Read more >>>
In a Salesforce Apex class, we can define the sharing settings to control data access and ensure security within the Salesforce platform. To manage how Apex classes follow record-level access, we use keywords such as with sharing, without sharing, inherited sharing, and omitted sharing in Salesforce Apex. In this blog, we’ll learn what each of … Read more >>>
Recently, I was working on an account report when the sales manager asked me to create a report on the opportunity object. They want to display only records whose close date is less than 1 Jan. 2024. To create a report, we need to apply a filter on the date field, and we have a … Read more >>>
In our Salesforce org, all sales team users have access to create reports. We have added some custom report types to create reports that cannot be created using the standard report types available in Salesforce. For data security reasons, some fields were required to be removed from the custom report types so that the reports … Read more >>>
Variables are used to store data according to the record data types in Salesforce. For example, if the data is string or text, it will be stored in the text data type, and if the data is a mobile number, it will be stored in the number or integer data type. Therefore, before storing any … Read more >>>
In Salesforce, we use a Schedule-Triggered Flow to schedule operations like sending an Email or creating a Task. The Schedule-Triggered Flow launches at a specific time for each record in that batch. In this Salesforce tutorial, we will learn about Creating a Schedule Triggered Flow through the following points: What is Schedule-Triggered Flow in Salesforce … Read more >>>
In Salesforce, when we want to open any flow, we need to follow lengthy steps to invoke it, but we have the option to use the button to open a flow with a single click. In this Salesforce article, we are going to learn how to call a Flow from Button in Salesforce. We will … Read more >>>
In Salesforce, we can share records with different users who have access to each record. When we share the records, the ownership also changes to the shared user. In this Salesforce tutorial, we will learn about record sharing using Salesforce Flow, what sharing records means, and when we can use it. Additionally, we will see … Read more >>>
In Salesforce, flows are the most powerful automation tool. They can perform various tasks, such as creating a record, field updates, sending emails, and custom notifications. After changing any value, we can update the child object records, which are related records from the parent object. In this Salesforce article, we will learn about update related … Read more >>>
In Salesforce, whenever there are repetitive tasks, we can send emails using Lightning Email Templates with Salesforce Flows to increase productivity. In this Salesforce tutorial, we will learn how to use lightning email templates in Salesforce Flow with real scenarios and explanations. What is a lightning email template in Salesforce? In Salesforce, Lightning Email Templates are … Read more >>>