Workflow in Salesforce

how to enable workflow rules in salesforce

In this article, we will learn about Workflow in Salesforce. In that, we will see the following topics: What is Workflow in Salesforce? Workflow in Salesforce is a tool for automating business processes within the Salesforce platform. It is a set of actions that allows users to define rules and criteria or set a schedule … Read more >>>

How to Update Parent Record From Child Object using Salesforce Flow

How to Update Parent Record from Child Object Using Salesforce Flow

In Salesforce, we need to update records and fields according to the evolving and changing business requirements. We can automate this process using Salesforce Flow. In this Salesforce tutorial, we will learn how to update parent record from child object using Salesforce Flow with real-time scenarios and step-by-step explanations. Let’s consider a scenario to understand better. Whenever … Read more >>>

External Lookup Relationship in Salesforce

How to create external lookup relationship field type in Salesforce Classic

External Lookup Relationship in Salesforce can be used for creating a relationship that links the object to an external object. Suppose I work in Salesforce. While there, I must create an external lookup relationship that links the object to an external object whose data is stored outside the Salesforce org. I used the external lookup … Read more >>>

Salesforce Text Area Field

Create the text area field type in Salesforce Classic

Salesforce Text Area Field can be used the text area field anywhere for writing letters or speech, and it is similar to the description field. I recently worked for Salesforce. While working here, I received a task to write about events. To fulfill this requirement, I used the text area Field Type. Let’s discuss in … Read more >>>

Two Ways to Post to Chatter Using Salesforce Flow

Post to Chatter Using Salesforce Flows

In Salesforce, we can automate the flow for posting anything on chatter to update information to the group when any operation happens in Salesforce Org. In this Salesforce article, we will see how to post to chatter using Salesforce flow in two Ways. We will also see what chatter is in Salesforce and how to … Read more >>>

How to Mass Import Contacts into Salesforce

how to mass import contacts into salesforce

In Salesforce, you can import data into standard and custom objects using the Data Import Wizard. In this Salesforce tutorial, I will explain how to mass import contacts into Salesforce. I will also explain how Salesforce imports data from csv. How to Import Contacts into Salesforce You can bulk upload contacts to Salesforce Lightning and … Read more >>>

Record Types in Salesforce

what are record types in salesforce

Record Types in Salesforce allows organization admin to create different data structures as per the specific needs. In this Salesforce tutorial, I will explain record type in Salesforce. I will also explain the steps to create a record type in Salesforce Lightning and Classic. Additionally, I will explain how you can create an opportunity record … Read more >>>

Salesforce Time Field

Time field in Salesforce

Salesforce Time Field can be used to track a particular time in Salesforce. Recently, while working on Salesforce, I was assigned the task of managing time and event planning for the Salesforce website. To fulfill this requirement, I used the Time Field Type. Let’s go into more detail about the time field in Salesforce Lightning … Read more >>>

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