While working with Salesforce CRM as an admin, I tracked daily records activities, including Tasks, Events, Log Calls, Emails, etc. However, I could not view the Email tab on the Activities tab of the Account object. Then, by modifying the page layouts, I added the Email tab under the Activity tab. In this Salesforce tutorial, … Read more >>>
Recently, while creating a feedback form for one of my clients, I was required to change the field type of some records. In Salesforce, we can easily change the field type by navigating the object manager. I will show you how to change field type in Salesforce. In Salesforce, the change field type is the … Read more >>>
While working as a Salesforce Administrator, I was assigned the task of calculating the sum of the amount fields from all related child records and displaying that total sum on the parent record. We can use a formula to calculate it, but the rollup summary field makes it very easy. In this Salesforce tutorial, we … Read more >>>
While working with Salesforce CRM, I was assigned the task of creating a follow-up event for the Opportunity and Campaign records. Instead of creating the events manually, I decided to automate the task creation using the Salesforce flow. The two approaches I followed to create events using flows are as follows. If you are new … Read more >>>
The auto launched flow is a sub flow that can called from other flows, DML operations, if any platform event occurs, and process builders. In this Salesforce tutorial, we will learn about auto launched flow in Salesforce. In that, we will discuss the following points: What is Auto Launched Flow in Salesforce In Salesforce, the auto … Read more >>>
In Salesforce, the flows are the most powerful automation tool provided by Salesforce. The platform event trigger flow launches when any platform event message is received. In this Salesforce tutorial, we will learn about platform event triggered flow in Salesforce. In that, we will discuss the following points: What is Platform Event Triggered Flow in Salesforce In … Read more >>>
In this Salesforce tutorial, we will learn to Pause and Resume a Screen Flow in Salesforce. In Salesforce flows, we have a Pause feature, specifically for the Screen flow. This helps in pausing a flow for a specific time duration, and with the Resume function, we can start the flow from where it was paused. … Read more >>>
In this Salesforce tutorial, we will learn about the Repeater Component in Salesforce screen flow. In the Salesforce Spring ’24 release, a new Repeater component was launched specifically for the screen element. This component is helpful in creating multiple records in a single-screen flow interview. Salesforce Repeater Component In Salesforce flows, the Repeater component collects … Read more >>>
The Salesforce Email Templates enable us to create predefined text with Salesforce fields, serving as placeholders for specific details. In this Salesforce tutorial, we will learn about Email Templates in Salesforce. In that, we will discuss the following points: Email Templates in Salesforce In Salesforce, email templates are pre-designed text layouts for sending the same … Read more >>>
In Salesforce, we can create only two master-detail relationships on the same object; sometimes, it isn’t important to have an MDR relationship on the Objects, so we can convert it into a lookup relationship instead. In this Salesforce tutorial, we are going to learn about Convert Master-Details Relationship into Lookup in Salesforce. We will see the … Read more >>>
In this live webinar, we will showcase how Salesforce AI Agents use business data and documents to provide intelligent responses using Agentforce Data Library and Salesforce Data Cloud.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.